Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
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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://player.fm/legal.
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Financial Planning Is A Dynamic Process
Manage episode 404050554 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://player.fm/legal.
In this episode, Chad and Rob delve into the complexity of financial planning, covering topics such as insurance, investments, taxes, 401ks, stock options, and more. Chad emphasizes the importance of proactive and ongoing financial planning, highlighting how life changes at different stages require continuous adjustments to financial strategies. The discussion underscores that financial planning is a dynamic process, not a one-time event, with factors like market trends impacting retirement plans and spending decisions.
Timestamps:
[00:00:52] What is financial planning.
[00:04:51] Asset Allocation in Retirement.
[00:08:37] Financial advice on social media.
[00:15:29] The great wealth transfer.
[00:16:19] Estate planning and inheritance changes.
[00:19:36] Leaving inheritance wisely.
[00:25:54] Keeping Trusts Separate
[00:28:47] Wealth management company factors.
[00:31:00] Real estate investment insights.
[00:35:08] Certified financial planner's role.
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
Share
Manage episode 404050554 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://player.fm/legal.
In this episode, Chad and Rob delve into the complexity of financial planning, covering topics such as insurance, investments, taxes, 401ks, stock options, and more. Chad emphasizes the importance of proactive and ongoing financial planning, highlighting how life changes at different stages require continuous adjustments to financial strategies. The discussion underscores that financial planning is a dynamic process, not a one-time event, with factors like market trends impacting retirement plans and spending decisions.
Timestamps:
[00:00:52] What is financial planning.
[00:04:51] Asset Allocation in Retirement.
[00:08:37] Financial advice on social media.
[00:15:29] The great wealth transfer.
[00:16:19] Estate planning and inheritance changes.
[00:19:36] Leaving inheritance wisely.
[00:25:54] Keeping Trusts Separate
[00:28:47] Wealth management company factors.
[00:31:00] Real estate investment insights.
[00:35:08] Certified financial planner's role.
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
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Similar to New Focus on Wealth with Chad Burton
Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
…
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
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…
continue reading
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…
continue reading
Listen to how ordinary people built extraordinary wealth - and how you can too. You’ll learn how millionaires live on less than they make, avoid debt, invest, are disciplined and responsible! Featuring hosts from the Ramsey Network: Dave Ramsey, Ken Coleman, Rachel Cruze, George Kamel, Jade Warshaw, and Dr. John Delony.
…
continue reading
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…
continue reading
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…
continue reading
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…
continue reading
A personal finance and investing podcast on money, how it works, how to invest it and how to live without worrying about it. J. David Stein is a former Chief Investment Strategist and money manager. For close to two decades, he has been teaching individuals and institutions how to invest and handle their finances in ways that are simple to understand. More info at moneyfortherestofus.com
…
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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