Achieving a Successful Retirement: Financial Clarity and Fulfillment

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

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 [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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Achieving a Successful Retirement: Financial Clarity and Fulfillment

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This episode is 34 minutes long.

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This episode was published on August 28, 2023.

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