New Focus on Wealth with Chad Burton
New Focus on Wealth with Chad Burton
Certified Financial Planner, Chad Burton discusses important financial planning and wealth management issues. If you want to learn how to plan for retirement and do a better job managing your investment portfolio... this is the show for you.
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Feb. 1, 2023

Joining Me Now Ep. 21: What A Balanced Portfolio Means Today

Joining Me Now Ep. 21: What A Balanced Portfolio Means Today
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New Focus on Wealth with Chad Burton, CFP®

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Listen to the latest episode of Joining Me Now as Rob and Chad dive into the hot topics in the world of retirement planning. This episode features a discussion on safe money and balanced portfolios with Chad explaining how the meaning of a “balanced portfolio” has completely changed over the years to reflect the status of interest rates. Listen now!

Email your money question to [email protected].

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