A Week of Surprising Headlines & Earnings Reports

from New Focus on Wealth with Chad Burton · host New Focus on Wealth

In this episode of "New Focus on Wealth," host Chad Burton discusses a range of topics, including UFO hearings, a potential mini-stroke by Mitch McConnell, and the discovery of a new room temperature superconductor. He also highlights the busy week of earnings reports for the second quarter. Stay tuned for the release of FactSet's earnings insight report on Friday. Timestamps: [00:00:54] UFO hearings. [00:04:12] Investing and retirement strategies. [00:08:09] Abusing the 1031 exchange. [00:12:26] Concentrated stock positions. [00:16:19] Highly concentrated stock position. [00:19:32] Selling covered calls for income. [00:23:44] Charitable remainder trust. [00:25:27] Charitable remainder trust and taxes. [00:29:01] Hedging highly concentrated stock positions. [00:32:13] Mental health and homelessness. [00:36:37] Passive income options. Email your money question to [email protected]. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.comSee omnystudio.com/listener for privacy information.

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New Focus on Wealth with Chad Burton, CFP®

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A Week of Surprising Headlines & Earnings Reports

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This episode is 38 minutes long.

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This episode was published on July 28, 2023.

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