New Focus on Wealth with Chad Burton

Will these new DOJ rules help Americans save for retirement? See what they think you should be doing with your 401k.


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Holiday season is around the corner and the kids will be coming home. Take advantage of this time to do more than just catch up, educate them about money mistakes to avoid and help set them on the path to proper saving. The Department of Justice rolls out new rules trying to get bad annuities out of the 401k rollovers market all while pushing indexing and ETF investments instead. Other topics include:

  • Harry calls in asking how his daughter should be setting up her 403B
  • Peter (36) owns two life insurance policies and wonders if this is too much. What else does he need to consider when he reviews his insurance?
  • The FBI won’t charge Hillary Clinton and the market responds. Will a Trump or Hillary win really matter in the long run?

 

 

Join Rob Black and I at one of our next retirement workshops at the Elks Lodge in Palo Alto. Admission is only $5 to learn about current market conditions, retirement planning issues and estate planning strategies. Click HERE to sign up!

 

 

Email your money question to [email protected] , or call the show at 1-800-516-1220 from 2:00-3:00 p.m. (PDT)

 

Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.

 

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New Focus on Wealth with Chad BurtonBy Chad Burton

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