A Week of Surprising Headlines & Earnings Reports
New Focus on Wealth with Chad Burton · New Focus on Wealth
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Show Notes
In this episode of "New Focus on Wealth," host Chad Burton discusses a range of topics, including UFO hearings, a potential mini-stroke by Mitch McConnell, and the discovery of a new room temperature superconductor. He also highlights the busy week of earnings reports for the second quarter. Stay tuned for the release of FactSet's earnings insight report on Friday.
Timestamps:
[00:00:54] UFO hearings.
[00:04:12] Investing and retirement strategies.
[00:08:09] Abusing the 1031 exchange.
[00:12:26] Concentrated stock positions.
[00:16:19] Highly concentrated stock position.
[00:19:32] Selling covered calls for income.
[00:23:44] Charitable remainder trust.
[00:25:27] Charitable remainder trust and taxes.
[00:29:01] Hedging highly concentrated stock positions.
[00:32:13] Mental health and homelessness.
[00:36:37] Passive income options.
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