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On this episode of New Focus on Wealth, host Chad Burton, a certified financial planner, delves into important money matters and financial advice. He discusses whether it's wise to give money to younger generations while still alive, particularly for...
On this episode of New Focus on Wealth, host Chad Burton, a certified financial planner, delves into important money matters and financial advice. He discusses whether it's wise to give money to younger generations while still alive, particularly for those with larger estates. Chad also recaps the second quarter, highlighting the tech rally and the performance of indexes like the NASDAQ 100 and the S&P 500. Tune in for insightful discussions on personal finance, wealth management, Wall Street, and the economy.
Timestamps:
[00:01:02] Younger generations financial challenges.
[00:07:00] Financial state of younger generations.
[00:10:30] Generational Wealth Distribution.
[00:14:57] Generation Z economic challenges.
[00:17:24] Gen Z and pandemic experiences.
[00:19:41] Estate planning strategies.
[00:24:20] Estate tax planning strategies.
[00:29:44] Gifting strategies and tax planning.
[00:32:07] Estate planning techniques
[00:36:18] Dynasty Trusts.
[00:37:56] Qualified Personal Residence Trust
Email your money question to [email protected]
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com
