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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

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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

  continue reading

105 episodes

Artwork
iconShare
 
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

  continue reading

105 episodes

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