Balancing Wealth & Health: Financial Planning & Wellness Tips

New Focus on Wealth with Chad Burton

This episode focuses on a variety of financial topics, including current news on consumer prices, market performance, interest rates, and alternative investments. Chad provides insights on the latest data on consumer prices, market trends, and the potential impact on interest rates. Additionally, he discusses the importance of diversification in investment portfolios, the performance of different asset classes, and strategies for managing wealth effectively.

In the latter part of the episode, Chad shifts the discussion towards the importance of health and wellness in conjunction with financial planning. He emphasizes the significance of maintaining a healthy lifestyle, making simple dietary changes, and incorporating exercise routines to improve overall well-being. He highlights the correlation between wealth and health, urging listeners to prioritize their physical health alongside financial planning to ensure a balanced and fulfilling life.

Timestamps:

[00:00:52] Consumer prices rose higher.

[00:06:28] Balanced portfolio options.

[00:09:55] Asset allocation for retirement.

[00:13:35] Alternative Investments.

[00:18:37] Wealth management strategies.

[00:19:44] Interest rates and inflation trends.

[00:24:44] Annuity options explained.

[00:27:37] Annuity tax implications.

[00:31:09] Wealth vs. Health.

[00:34:25] The link between gut and brain.

[00:37:37] Potential risks of statins.

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