An aging population is quickly becoming a major strain on Social Security. Can we fix the system before it’s too late?

New Focus on Wealth with Chad Burton

English - April 24, 2019 18:27 - 38 minutes - 9.04 MB - ★★★★ - 60 ratings
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Previous Episode: Opportunity Zone investing is getting a lot of attention in the Bay Area, but what issues has many investors keeping this capital gains deferral at arm’s length?

Next Episode: Q1 numbers are rolling in. Are we seeing the earnings recession we expected?

For the next 19 years more than 10,000 people will reach the age of 65 and by 2050 the US will be home to 65.8 million retirees between the ages of 62-84; a whopping 113% increase! While we do not face the demographics issues similar to those of Japan, anyone currently under the age of 55 should be prepared to retire without Social Security. How do we fix the system before it fails? Other topics include:

Managing taxes on investments –Which funds are tax inefficient? The power of dividends

Join Rob Black and I for our Retirement Income and Tax Planning Seminar at the Toll House Hotel in Los Gatos on Thursday, May 16th. Click HERE to sign up!

Email your money question to [email protected] , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT)

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