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.
What this episode covers
New Focus on Wealth with Chad Burton, CFP®
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Avoid Retirement Mistakes: The Seven Retirement Readiness Tests
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