Chuyển sang chế độ ngoại tuyến với ứng dụng Player FM !
Achieving a Successful Retirement: Financial Clarity and Fulfillment
Manage episode 375528003 series 1232469
In this episode, Chad & Rob discuss various finance and investment topics, including retirement and wealth preservation. Chad highlights the importance of being prepared for retirement and the potential consequences of not doing so. Chad also explains the significance of the CFP (Certified Financial Planner) designation and how it plays a vital role in managing portfolios.
Timestamps:
[00:01:31] The CFP designation.
[00:05:23] Retirement planning complexities.
[00:08:02] Social Security and retirement.
[00:11:28] Taxes in retirement.
[00:17:36] Long-term care planning.
[00:19:03] Medicaid planning and spousal impoverishment.
[00:22:24] A sausage grinder inheritance.
[00:26:49] Phantom income in taxable accounts.
[00:32:07] A successful retirement look.
[00:33:19] Higher portfolio value investment options.
Email your money question to chad@chadburton.com
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com
104 tập
Manage episode 375528003 series 1232469
In this episode, Chad & Rob discuss various finance and investment topics, including retirement and wealth preservation. Chad highlights the importance of being prepared for retirement and the potential consequences of not doing so. Chad also explains the significance of the CFP (Certified Financial Planner) designation and how it plays a vital role in managing portfolios.
Timestamps:
[00:01:31] The CFP designation.
[00:05:23] Retirement planning complexities.
[00:08:02] Social Security and retirement.
[00:11:28] Taxes in retirement.
[00:17:36] Long-term care planning.
[00:19:03] Medicaid planning and spousal impoverishment.
[00:22:24] A sausage grinder inheritance.
[00:26:49] Phantom income in taxable accounts.
[00:32:07] A successful retirement look.
[00:33:19] Higher portfolio value investment options.
Email your money question to chad@chadburton.com
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com
104 tập
Tất cả các tập
×Chào mừng bạn đến với Player FM!
Player FM đang quét trang web để tìm các podcast chất lượng cao cho bạn thưởng thức ngay bây giờ. Đây là ứng dụng podcast tốt nhất và hoạt động trên Android, iPhone và web. Đăng ký để đồng bộ các theo dõi trên tất cả thiết bị.