Welcome to Investment Insights from Perch Wealth. Providing informed advice that investors deserve. Listen for the ultimate guide to smart real estate investment and achieving your financial goals. We focus on solutions to potentially defer taxes, preserve wealth, and feel secure through retirement through a range of diverse portfolio investments, real estate, and alternative investments both domestically and internationally. Your host is Ehud Gersten, Managing Partner of Perch Wealth, a pre ...
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The official podcast of the REALTORS Land Institute, The Voice of Land. Tune-in for this educational land real estate podcast for land professionals.
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Certified Financial Planner, Chad Burton discusses important financial planning and wealth management issues. If you want to learn how to plan for retirement and do a better job managing your investment portfolio... this is the show for you.
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Unlocking Transitional Land Opportunities | Guest Shawn Massey, ALC
28:49
28:49
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28:49What does it really take to convert raw land into a successful mixed-use development? In this episode, commercial real estate expert, Shawn Massey, ALC sits down with host Justin Osborn, ALC to share hard-won insights into the world of transitional land—from zoning delays and community resistance to infrastructure blind spots. Whether you're advisi…
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The Power of the ALC Network | Guests Trent Saunders, ALC and Keat Waldron, ALC
27:53
27:53
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27:53Holding the Accredited Land Consultant (ALC) designation means more than letters behind a name. It means having unparalleled knowledge and experience to successfully handle complicated, high dollar land transactions. It also means access to a trusted, cross-country network where multi-million dollar deals happen between ALCs because they know the t…
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Mineral rights investments are transforming the world of passive income, offering a unique alternative to traditional real estate. On this episode of The Voices of Land Podcast, host Justin Osborn, ALC and guest Troy Eckard, Founder of Eckard Enterprises, delve into how investors can leverage 1031 exchanges to move from real estate and rental prope…
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A majority of farmers and ranchers lack an estate or succession plan. Delaware Statutory Trusts (DSTs) are a popular tool to defer taxes and simplify real estate investments, helping landowners access passive income while mitigating tax burdens. On this episode of The Voices of Land Podcast, guests Joe Michaletz, Mike O'Toole, and Cameron Rafati of…
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Dirt Debacles Episode 4 | Guest Jonathan Goode, ALC
25:44
25:44
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25:44"Smooth seas don't make skilled sailors." On the fourth installment of Dirt Debacles, seasoned land broker and Accredited Land Consultant Jonathan Goode shares the wild stories that have shaped his journey in land real estate. He chats with host Justin Osborn, ALC about early hurdles starting with his first deal in 2008 that set the stage for his c…
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The REALTORS Land Institute's 2025 National Land Conference is coming to Tucson, Arizona on March 16-19! On this episode of The Voices of Land Podcast, Renee Rogers from Visit Tucson, introduces conference attendees to the amazing attractions, outdoor exploration opportunities, and authentic Mexican cuisine that is unique to Tucson's Sonoran desert…
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Maximizing Real Estate Wealth & Retirement Planning: Strategies for High-Net-Worth Investors
1:16:57
1:16:57
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1:16:57This episode recaps Chad Burton daily guest spots with Rob Black for the week of July 24th. Sign up for the live retirement event on 2/1 in Palo Alto at www.ChadBurton.com. Chad tackles real-world scenario where a high-net-worth investor owns several million in rental properties but has limited liquidity in traditional accounts. With inflation outp…
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Chad joins Rob Black to discuss new 401(k) contribution limits and other retirement topics.
37:24
37:24
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37:24Chad joins Rob Black to dive into the latest updates on 401(k) contribution limits for 2025, including new IRS catch-up provisions for older workers, mega Roth strategies, and backdoor Roth IRAs. Explore retirement planning essentials like Morningstar's revised 3.7% withdrawal rate, strategies for optimizing Social Security timing, and the pros and…
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The Rising Demand for Rural Properties | Guest Drew Ary, ALC
27:17
27:17
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27:17Since Covid, the demand for rural land and homes has been on the rise. What has to happen to make the dream of rural living not only possible but enjoyable? On this episode of The Voices of Land podcast, RLI member and Accredited Land Consultant Drew Ary talks with host Justin Osborn, ALC about the key factors buyers should consider when purchasing…
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2024 market recap, direct indexing and retirement asset allocation.
37:22
37:22
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37:22In this episode, Chad joins Rob Black and dives into key financial market trends, including a recap of December's performance where the S&P 500 dropped, and bonds fell. Chad discusses high expectations for Q4 2024 earnings growth, the elevated forward P/E ratio for the S&P 500, and the unprecedented concentration of 10 companies comprising 39% of t…
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Timberland can be a valuable asset for diversifying portfolios and generating income over time, particularly for landowners looking for both financial returns and recreational opportunities. On this episode of The Voices of Land Podcast, RLI member and Accredited Land Consultant, Brian Watts, chats with host Justin Osborn, ALC about the various asp…
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EP Wealth Webinar - Exploring Passive Investment Options - 241216 - audio
1:12:24
1:12:24
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1:12:24Are you looking for ways to optimize your real estate investments and potentially defer taxes? Watch our latest recording where we explore how 1031 exchanges into Delaware Statutory Trusts (DSTs) may potentially provide a path to passive income while reducing the burden of property management. Presented by Chad Burton, CFP®, this seminar walks you …
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Surface, Subsurface, and Mineral Rights Explained | Guest Diane Buhl
30:48
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30:48The value of the land above the surface may be clear. But what about what's below the surface? RLI member and mineral rights expert, Diane Buhl with Keller Williams Realty in Austin, Texas, talks with host Justin Osborn, ALC about the rights to explore, extract, and sell or sever the rights to natural gas, oil, rock, coal, metals, water and other g…
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Active Vs. Passive Real Estate, 1031 exchanges, DSTs, 721 Exchange
1:03:59
1:03:59
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1:03:59In this episode, Chad Burton joins Rob Black to uncover the secrets of turning underperforming real estate into a reliable source of passive income. Learn how to spot problem rental properties and transform them into opportunities through strategies like 1031 exchanges, Delaware Statutory Trusts (DSTs), and 721 exchanges. Chad and Rob also explore …
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Artificial Intelligence in Land Real Estate
24:49
24:49
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24:49It's a special episode of The Voices of Land Podcast, as host Justin Osborn, ALC interviews his son, Hunter Osborn. Hunter is a drone operator and media specialist, as well as an early adopter of Artificial Intelligence technologies. Understand the promises and pitfalls of using AI in land real estate as Hunter and Justin discuss current AI tools o…
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Understanding Valuations: Analyzing The S&P 500 & Growth vs. Value
29:30
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29:30In this episode of New Focus on Wealth, host Chad Burton, a Certified Financial Planner, discusses the current state of the market as we approach the end of the year. He highlights a busy period marked by clients selling businesses and estate planning issues. Chad notes that 2024 is shaping up to be significant for the market, with the recent Trump…
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In this engaging episode of "New Focus on Wealth," certified financial planner Chad Burton delves into the intricacies of the current financial landscape, offering listeners a comprehensive market update that highlights the impressive performance of tech-heavy indices like the NASDAQ and the S&P 500. He meticulously analyzes the recent fluctuations…
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Understanding Assumable Mortgages & Evaluating The Decision To Roll Over A 401k To An IRA
38:25
38:25
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38:25In this episode of "New Focus on Wealth," certified financial planner Chad Burton delves into the intricacies of the current financial landscape, offering listeners a comprehensive analysis of market trends, interest rates, and investment strategies. He highlights the recent performance of various indices, including the NASDAQ and S&P 500, while ad…
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Navigating Market Highs: Investment Strategies & Charitable Giving
37:24
37:24
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37:24In this episode, Chad Burton provides a comprehensive market update, highlighting significant gains in various indices, including the NASDAQ and S&P 500, while also discussing the recent rally in the bond market due to declining interest rates. He emphasizes the importance of portfolio diversification, particularly for younger investors building we…
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Even if you don't deal directly in renewable energy, every land professional should be educated on the categories of renewables and their impact on land use and values, especially as investors seek more opportunities to develop these projects. In this episode of The Voices of Land Podcast, Matt Davis, ALC, Managing Director of Cushman & Wakefield's…
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Health & Wealth: Strategies For A Fulfilling Retirement
35:17
35:17
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35:17In this episode, Rob Black and certified financial planner Chad Burton discuss various aspects of personal finance, retirement planning, and the impact of inflation on financial decisions. They delve into common retirement questions, particularly the concern of whether individuals have enough savings to retire comfortably, especially in light of ri…
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In this episode, Rob Black and certified financial planner Chad Burton discuss the current state of the financial markets, particularly focusing on the historical performance of September and the implications for retirement planning. They highlight the surprising resilience of the markets this year, with significant gains in major indices like the …
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In this episode, host Rob Black and certified financial planner Chad Burton discuss the recent 50 basis point cut by the Federal Reserve and its implications for the economy and investment strategies. They analyze the current market conditions, including the volatility in stocks and the impact of rising interest rates on various sectors, particular…
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The Federal Reserve's Impact On Your Retirement
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36:32In this episode, Rob Black and certified financial planner Chad Burton discuss various aspects of personal finance, particularly focusing on retirement planning and the current economic climate. They highlight an upcoming event on income and retirement scheduled for September 26th at the Juniper Hotel in Cupertino, California, where attendees can l…
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In this episode, Chad & Rob discuss essential topics related to retirement planning and wealth management. They emphasize the importance of preparing for retirement well in advance, ideally starting serious planning around age 55, and highlight the need for a balanced portfolio that can withstand market volatility. Chad explains how to get started …
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The Current Economic Landscape In This Political Climate
36:51
36:51
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36:51In this episode, Chad and Rob discuss the current economic landscape, focusing on inflation, taxes, and retirement planning. They analyze the recent inflation report and its implications for families and retirees, emphasizing the rising costs of essentials like food and gasoline. The conversation shifts to the political climate, particularly the re…
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Evaluating Rental Properties For Net Income & Considering 1031 Exchanges
38:37
38:37
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38:37This episode covers various financial topics related to personal finance, wealth management, and investment strategies. Chad discusses the importance of planning for retirement, including strategies for turning retirement savings into a reliable income source. He delves into umbrella insurance. How much do you need? How much does it cost? Inflation…
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From the Blog: Understanding Zoning Laws and Regulations in Commercial Real Estate
7:22
7:22
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7:22Commercial zoning laws regulate how people develop and use land for business. These frameworks, which vary by jurisdiction, dictate the location, activities, parking requirements, building size, and aesthetics of commercial properties. They apply to everything from small stores to mega malls. If you are a commercial real estate professional, unders…
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This episode focuses on various financial topics discussed by certified financial planner Chad Burton. He covers updates on the stock market, including the performance of different indexes and the potential impact of NVIDIA's earnings report. Additionally, Burton delves into the proposed tax reforms by Vice President Harris, highlighting the potent…
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Identity Theft Safeguards & Long-Term Care Options
38:29
38:29
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38:29This episode focuses on various financial topics, including market updates, identity theft protection, and planning for long-term care costs. Certified financial planner, Chad Burton, discusses the current market trends, such as the performance of different ETFs and the impact of interest rates on bond investments. He also delves into the importanc…
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Active vs. Passive Management in Asset Classes
38:52
38:52
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38:52This episode focuses on various financial topics discussed by Certified Financial Planner, Chad Burton. He provides a market update, discussing the performance of different indices and the impact of interest rates on investments. Chad also delves into the debate between active and passive investing, particularly in the context of large-cap stocks. …
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Market & Economic Update: What Is Driving Volatility?
38:48
38:48
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38:48This episode focuses on the recent market volatility, the importance of asset allocation, and the impact of recent economic events on investments. Chad also delves into the intricacies of rental properties, insurance coverage, and the use of target date funds in retirement planning. He provides insights on the benefits and drawbacks of target date …
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Strategies for Selling Covered Calls, Capital Gains Tax & 529 Plans
38:57
38:57
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38:57This episode discusses various financial topics, including market updates, strategies for selling covered calls to create income on large stock positions, estate planning considerations, capital gains tax implications, and the flexibility of 529 plans for education savings. Chad provides insights on the pros and cons of different financial strategi…
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How to Sell an Outfitting Business | Guest Loren Williams
29:58
29:58
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29:58It takes more than a real estate license to be one of the top brokers selling outfitting businesses. What value does RLI member, REALTOR, and Colorado broker Loren Williams bring to his clients? First hand experience as an outfitter, relationships with agencies key to the process, and the knowledge to accurately value properties. On this episode of…
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Sudden Shift On Wall Street, Small Caps Surge as Fed Rate Cuts Loom
47:13
47:13
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47:13In 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 trend…
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All Star's National Anthem, Wall Street Updates & Amazon Prime Day
36:08
36:08
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36:08In 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 i…
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Strategies For Managing Investments To Minimize Taxes In Retirement
36:09
36:09
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36:09This 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 impac…
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This episode focuses on various financial topics, including portfolio allocation, tax strategies, and real estate investments. Chad Burton, a certified financial planner, discusses the concentration of the S&P 500, the importance of diversification, and the benefits of tax-efficient investing. He also delves into the concept of direct indexing for …
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Dirt Debacles Episode 3 | Guests Allison Worrell and Luke Worrell, ALC
31:44
31:44
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31:44It's a challenge to run a land brokerage. Those challenges are even more unique when your co-owner is your spouse and co-parent. On the third installment of Dirt Debacles, host Justin Osborn, ALC chats with Allison and Luke Worrell, ALC owners of Worrell Land Services about how they manage selling properties, volunteering at REALTORS Land Institute…
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Build A Tax-conscious Retirement Portfolio
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35:47
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35:47Chad & Rob discuss strategies for building a tax-conscious retirement portfolio. Chad emphasizes the importance of tax-efficient investing and retirement planning, especially as individuals transition from wealth accumulation to wealth management. He delves into various tax planning strategies, including estate planning techniques to address change…
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Should You Give Your Money To Younger Generations While Alive?
38:37
38:37
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38:37On this episode of New Focus on Wealth, host Chad Burton, a certified financial planner, delves into important money matters and financial advice. He discusses whether it's wise to give money to younger generations while still alive, particularly for those with larger estates. Chad also recaps the second quarter, highlighting the tech rally and the…
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Land Auction Strategies and Success Stories | Guest Andrew Zellmer, ALC
31:59
31:59
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31:59How do you decide if an auction is a better choice for a client versus a traditional sale? On this episode of The Voices of Land Podcast, RLI member and Accredited Land Consultant Andrew Zellmer out of Iowa reveals the due diligence that goes into analyzing the market and understanding the buyer pool to decide if a property is competitive enough to…
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On this episode of New Focus on Wealth, Certified Financial Planner Chad Burton discusses the topic of real estate and 1031 exchanges. He explains how a 1031 exchange allows individuals to sell a property used in trade or business, such as rental or commercial properties, without paying taxes on the gain. Listeners will learn about the benefits of …
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Having Safe Money In Your Investment Portfolio
36:03
36:03
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36:03This episode of New Focus on Wealth with Chad Burton addresses the importance of having safe money in your investment portfolio, especially as you approach retirement. Chad discusses the significance of having two to three years of safe money to avoid selling in a down market, emphasizing the need for a strategic approach to financial planning. Wit…
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Rural Loans for Unconventional Properties and Underserved Communities | Guest, Darla Larson
26:29
26:29
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26:29The rural lifestyle continues to be attractive but how accessible is the dream of owning a rural home during a time of rising interest rates and inflation? Darla Larson, VP of Sales at Rural 1st discusses the economy, consumer credit trends uncovered from HMDA (Home Mortgage Disclosure Act) data, and new ways the lending industry is catering to unc…
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The Importance of Reinvesting Dividends & Balancing Safety & Growth in Retirement Planning
39:04
39:04
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39:04This episode focuses on financial planning strategies, particularly in relation to investing, dividends, and retirement planning. Chad discusses the importance of reinvesting dividends to build wealth, provides insights on market updates, and offers guidance on asset allocation for retirement planning. He addresses listener questions about safe mon…
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Trump Conviction, Market Update, Direct Indexing & 1031 Exchanges
40:20
40:20
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40:20This episode covers a wide range of financial topics. Chad discusses the Trump convictions, bias in news reporting, the market reactions to current events, the impact of the Trump tax cuts, and the performance of various sectors and indices in the market. He delves into the concept of direct indexing for larger portfolios, the importance of protect…
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Transacting Business ALC to ALC | Guests Dan Murphy, ALC and Seth Craft, ALC
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25:48What does holding the ALC designation bring to the table? Unparalleled knowledge and experience to successfully handle complicated, high dollar land transactions. It's a trusted network where elite designees refer business to each other knowing their clients are in safe hands. In this episode, Dan Murphy, ALC and Seth Craft, ALC of M4 Ranch Group s…
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The podcast episode focuses on various financial topics such as market updates, asset allocation, bond funds, and tax planning in retirement. The host, Chad Burton, discusses the importance of proper asset allocation, the differences between money market funds and bond funds, and strategies for tax withholding and payments in retirement. He emphasi…
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Leveraging AI in Financial Planning & Investing
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38:57
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38:57On this episode of New Focus on Wealth, host Chad Burton, a certified financial planner, discusses market and earnings updates for the first quarter of 2024. He shares insights from FactSet's Earnings Insight report, noting that 92% of S&P 500 companies reported results, with 78% showing positive earnings per share surprise and 59% positive revenue…
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