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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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Chad joins Rob Black to discuss new 401(k) contribution limits and other retirement topics.
Manage episode 462609175 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.
Chad 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 cons of bond ladders versus ETFs. Chad also discusses common retirement mistakes—from underestimating inflation to overlooking health priorities—and offers actionable insights for a secure and fulfilling retirement.
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Manage episode 462609175 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.
Chad 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 cons of bond ladders versus ETFs. Chad also discusses common retirement mistakes—from underestimating inflation to overlooking health priorities—and offers actionable insights for a secure and fulfilling retirement.
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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
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continue reading
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continue reading
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continue reading
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