Proactive Planning & Professional Guidance To Determine The Best Route For Long-Term Care episode artwork

EPISODE · Sep 28, 2023 · 38 MIN

Proactive Planning & Professional Guidance To Determine The Best Route For Long-Term Care

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

In this episode of New Focus on Wealth, host Chad Burton provides a market update and discusses the recent pullback in stocks and bonds. He shares the current numbers for the S&P 500 and highlights the comparison between the S&P 500 and the NASDAQ. Chad also mentions an upcoming event on retirement readiness and encourages listeners to sign up. Timestamps: [00:01:23] Market update and performance. [00:04:23] Stock market performance analysis. [00:09:21] Small cap stocks and recovery. [00:14:04] REITs and rising interest rates. [00:16:32] Real estate investment trusts. [00:21:06] Bond rates reinvestment risk. [00:25:00] Laddering Treasury bonds and corporate bonds. [00:30:57] Medicaid and Spousal Impoverishment. [00:32:41] Medicaid planning for nursing homes. [00:36:23] Planning for long-term care. 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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Proactive Planning & Professional Guidance To Determine The Best Route For Long-Term Care

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