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. 14, 2023

Joining Me Now Ep. 23: Why You Should Have 3 Years of Portfolio Draws Available in Cash for Retirement

Joining Me Now Ep. 23: Why You Should Have 3 Years of Portfolio Draws Available in Cash for Retirement
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New Focus on Wealth with Chad Burton, CFP®

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Hear the latest from Rob and Chad’s ongoing discussion on all things retirement planning and wealth building.

In this episode, Chad breaks down his belief in the importance of having 3 years of portfolio draws in cash readily available. Next, Rob seeks insight from Chad on sequence of returns during retirement. 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