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A Week of Surprising Headlines & Earnings Reports

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Manage episode 372511740 series 1232469
Content provided by Chad Burton. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Chad Burton or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

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.

Email your money question to [email protected].

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

  continue reading

105 episodes

Artwork
iconShare
 
Manage episode 372511740 series 1232469
Content provided by Chad Burton. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Chad Burton or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

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.

Email your money question to [email protected].

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

  continue reading

105 episodes

All episodes

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