In this episode, Chad & Rob discuss the sudden shift on Wall Street towards rewarding small cap companies, particularly the Russell 2000 which is up 11.7% year to date. Patrick O'Hare from briefing.com explores the unprecedented move and its impact on the market and reflects on the fast-paced nature of this change and compare it to historical trends, providing valuable insights for listeners navigating the evolving landscape of finance and investing. The conversation delves into advanced estate planning strategies, tax-efficient retirement portfolio building, and the importance of diversification in investment portfolios. Chad emphasizes the need for individuals to start planning for retirement and wealth preservation about 10 years before retirement, focusing on budgeting, income projections, and tax considerations.

Timestamps:

[00:02:24] Small caps market shift.

[00:04:51] Trump, Taiwan, and semiconductor risks.

[00:10:22] Market valuation and Buffett Indicator.

[00:13:52] Market changes and trends.

[00:18:49] Politics impact on retirement planning.

[00:22:27] Advanced estate planning strategies.

[00:24:37] Estate planning strategies.

[00:27:16] Estate planning strategies.

[00:33:33] Advanced estate planning ideas.

[00:34:42] Retirement planning strategies.

[00:39:29] Roth IRA conversion strategies.

[00:44:28] Concentration in single stocks.

[00:46:01] Planning for retirement and budgeting.

Email your money question to chad@chadburton.com

Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com

In this episode, Chad & Rob discuss various topics related to personal finance, wealth management, and tax-conscious retirement portfolios. Chad and the host talk about the recent national anthem controversy at the All-Star Game, the current state of Wall Street, including the Dow Jones Industrial Average and S&P 500 hitting record highs, and the importance of tax-efficient asset allocation in retirement planning. They also touch on the concept of direct indexing for tax efficiency, the changing rules around Required Minimum Distributions (RMDs), and the benefits of attending Chad's upcoming event on building a tax-conscious retirement portfolio.

Timestamps:

[00:01:19] National anthem controversy and marketing.

[00:06:29] Managing taxes in retirement.

[00:10:33] Earnings season and price inflation.

[00:11:47] Concentration in top market cap.

[00:17:05] Earning season and Netflix advertising.

[00:19:32] Asset allocation strategies.

[00:24:40] Municipal bonds comparison.

[00:28:30] Amazon Prime Day shopping.

[00:32:05] Direct indexing and tax benefits.

[00:34:33] Wealth building through retirement strategies.

Email your money question to chad@chadburton.com

Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com

This episode features a discussion between Rob Black and certified financial planner Chad Burton on the topic of building a tax-conscious retirement portfolio. They delve into the importance of strategically managing investments to minimize taxes in retirement, focusing on asset allocation, dividend achievers, real estate investments, and the impact of dividends on retirement income. Chad provides insights on the significance of holding the right asset classes in the appropriate accounts to reduce tax liabilities and ensure a steady income stream during retirement.

Timestamps:

[00:02:19] Tax-conscious retirement portfolio.

[00:04:25] Tax implications of dividends and bonds.

[00:09:15] Disney's expanding cruise businesses.

[00:12:33] Tax-efficient investing for wealthy individuals.

[00:15:02] Tax-efficient investing strategies.

[00:20:36] Costco raising starting wages.

[00:22:31] Commercial real estate in San Francisco.

[00:26:30] Simplifying life by selling property.

[00:31:28] Dividend achievers vs handpicking.

[00:34:08] Dividend Achiever approach.

Email your money question to chad@chadburton.com

Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com