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

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

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

September 28, 202338m 20s

Audio is streamed directly from the publisher (traffic.omny.fm) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.

Show Notes

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.com

See omnystudio.com/listener for privacy information.

Topics

investingfinanceeconomylegaltaxwallstreetWealthManagementpersonalfinanceinvestmentadviceMoneyMatterscertifiedfinancialplannerfinancialdecision