Avoid Retirement Mistakes: The Seven Retirement Readiness Tests episode artwork

EPISODE · Aug 17, 2023 · 37 MIN

Avoid Retirement Mistakes: The Seven Retirement Readiness Tests

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

In this episode, Chad Burton and Rob Black discuss the retirement readiness test and their upcoming event. They also address what to do when a retirement plan fails, emphasizing the importance of seeking unbiased and fiduciary-based advice. Listeners are encouraged to attend the event for more in-depth knowledge on personal finance and wealth management. Timestamps: [00:02:28] Saving more for retirement. [00:04:21] After-tax contributions to Roth 401k. [00:07:12] Roth 401k changes. [00:13:06] Cutting expenses in retirement. [00:15:11] Investing for children's accounts. [00:20:31] Paying off non-mortgage debt. [00:23:32] Downsizing and moving in the future. [00:24:33] Retirement savings and downsizing. [00:29:07] Maximizing rental property income. [00:31:12] Expensive annuity contracts. [00:35:16] Expenses that retirees forget. 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.

Episode metadata supplied by the publisher feed · Published Aug 17, 2023

Embed this episode

NOW PLAYING

Avoid Retirement Mistakes: The Seven Retirement Readiness Tests

0:00 37:37

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

No similar episodes found.

No similar podcasts found.

Frequently Asked Questions

How long is this episode of New Focus on Wealth with Chad Burton?

This episode is 37 minutes long.

When was this New Focus on Wealth with Chad Burton episode published?

This episode was published on August 17, 2023.

Can I download this New Focus on Wealth with Chad Burton episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.
URL copied to clipboard!