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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.
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Building A Retirement Portfolio & Proper Asset Allocation
Manage episode 399382702 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, host Chad & Rob discusses the importance of building a retirement portfolio and proper asset allocation. Chad emphasizes the stages of wealth accumulation and management and introduces the seven steps for retirement readiness. He also announces an upcoming event in Menlo Park, California, where attendees with $500,000 or more in stock market assets can learn about various financial topics. Tune in to gain valuable insights on retirement planning and investment strategies.
Timestamps:
[00:01:02] Retirement portfolio and asset allocation.
[00:03:53] Asset allocation in retirement.
[00:09:03] A good year in 2023.
[00:13:08] Asset allocation and diversification.
[00:17:08] Commercial real estate trends.
[00:19:08] Real estate occupancy rates.
[00:23:31] A 60-40 portfolio's recovery.
[00:28:29] The order of stock market returns
[00:30:37] Reverse dollar cost averaging.
[00:33:58] Planning for retirement expenses.
Email your money question to [email protected]
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com
105 episodes
Share
Manage episode 399382702 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, host Chad & Rob discusses the importance of building a retirement portfolio and proper asset allocation. Chad emphasizes the stages of wealth accumulation and management and introduces the seven steps for retirement readiness. He also announces an upcoming event in Menlo Park, California, where attendees with $500,000 or more in stock market assets can learn about various financial topics. Tune in to gain valuable insights on retirement planning and investment strategies.
Timestamps:
[00:01:02] Retirement portfolio and asset allocation.
[00:03:53] Asset allocation in retirement.
[00:09:03] A good year in 2023.
[00:13:08] Asset allocation and diversification.
[00:17:08] Commercial real estate trends.
[00:19:08] Real estate occupancy rates.
[00:23:31] A 60-40 portfolio's recovery.
[00:28:29] The order of stock market returns
[00:30:37] Reverse dollar cost averaging.
[00:33:58] Planning for retirement expenses.
Email your money question to [email protected]
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com
105 episodes
All episodes
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Similar to New Focus on Wealth with Chad Burton
Capitalmind looks at stocks, bonds, funds and the macro to bring you their view on the Indian financial markets. We discuss all things related to investing at our focussed podcast that keeps it simple. For more, go to capitalmind.in and to invest with us, visit capitalmindwealth.com
…
continue reading
Motley Fool Money is a daily podcast for stock investors. Weekday episodes offer a long-term perspective on business news with The Motley Fool's investment analysts. Weekend shows are a mix of investing classes and longer-form interviews.
…
continue reading
Navigating today's global economy and deciphering investment choices can be an intricate endeavor. The influx of opinions and ever-shifting financial data adds to the challenge. For those committed to success, staying informed through market education and unbiased guidance is paramount. This realization has led an increasing number of individuals to integrate KPP Financial's 'InvestTalk' radio program and podcast into their investment strategies. InvestTalk, a daily program, delves into a ra ...
…
continue reading
Weekly market commentary by Hedge Fund Manager Erik Townsend and interviews with the brightest minds in the world of finance and macroeconomics. Made possible by funding from Fourth Turning Capital Management, LLC
…
continue reading
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continue reading
Paisa Vaisa is India's premier podcast on personal finance, boasting over 4 million downloads, featuring over 200 hours of insightful content and discussions, hosting more than 250 guests, and presenting a wealth of knowledge through over 450 episodes. Since 2017, Paisa Vaisa hosts experts from mutual funds, stocks, real estate, loans, education financing, insurance, and much more. It has recently introduced a sub-series offering valuable insights in businesses and entrepreneurship. You can ...
…
continue reading
The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
…
continue reading
The Moneycontrol Podcast is your daily source of business news, investment analysis and advice on stocks and the markets. Tune in to broaden your horizons with podcasts by journalists, experts and analysts giving you a head-start in the investment game.
…
continue reading
David Gardner, co-founder of The Motley Fool, is among the most respected and trusted sources on investing. As a best-selling author, hugely successful stock picker, and financial authority, David has led The Motley Fool’s growth into a worldwide investment and financial advisory services company. Each week David shares his insights into today's most innovative and disruptive publicly traded companies -- and how to profit from them by following his signature “Rule Breaker Investing” principles.
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Alessandro Bogliari, CEO and Co-Founder of The Influencer Marketing Factory, a global influencer marketing agency, talks with great guests about influencer marketing, social media, the creator economy, social commerce and much more.
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continue reading
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