After a brief look around the market, Chad talks about Asset Allocation and how you can use it to save money on taxes. 

Next, Chad answers questions from listeners, including one regarding umbrella coverage. Chad notes the rule of thumb is two times your net worth minus your retirement accounts. Chad also notes he’s never seen a client need umbrella coverage during his 29 years in the business.

Next, Chad goes over options trading and his opinion on using it to build wealth. Don’t miss this episode!

Email your money question to [email protected]. 

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