Build A Tax-conscious Retirement Portfolio

New Focus on Wealth with Chad Burton

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://player.fm/legal.

2M ago 35:47

MP3•Episode home

Chad & 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 changes in tax exemptions, gifting strategies, and the use of trusts to minimize taxes and maximize wealth transfer to heirs. The episode also touches on the challenges of managing concentrated stock positions, diversification, risk reduction, and the significance of proper portfolio construction for long-term financial success.

Timestamps:

[00:01:03] Tax conscious retirement portfolio.

[00:06:36] Tax efficient planning.

[00:08:38] Tax-efficient investment strategies.

[00:13:15] Estate tax planning strategies.

[00:16:07] Estate planning and taxes.

[00:19:24] Estate planning strategies.

[00:23:27] Spousal Lifetime Access Trust.

[00:25:24] Setting up trusts for kids.

[00:31:33] Risk reduction and portfolio construction.

[00:32:39] Minimizing taxes and risk.

Email your money question to chad@chadburton.com

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

104 episodes

#Trading #Business #Certified #Estate #Financial #Investing #Planning #Portfolio #Retirement #Wealth #Chad Burton #Fitness #Financialadvisor #Financialplanner