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.
Choose your favorite podcast player
Apple Podcasts Spotify
RSS Feed
May 15, 2023

Joining Me Now Ep. 26: Insightful Tests For Your Financial Plan

Joining Me Now Ep. 26: Insightful Tests For Your Financial Plan
Download episode

New Focus on Wealth with Chad Burton, CFP®

Apple Podcasts podcast player icon Apple Podcasts Apple Podcasts Spotify podcast player icon Spotify Spotify
RSS Feed
Apple Podcasts podcast player icon Apple Podcasts Apple Podcasts Spotify podcast player icon Spotify Spotify
RSS Feed

The latest episode of Joining Me Now covers the various tests that can help determine the likelihood of your finances successfully supporting your retirement. Rob and Chad take a question from a listener about inherited IRAs and identifying the best time to take the tax hit. Finally, Rob and Chad discuss why enabling your children with finances can be detrimental for everyone involved. 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