Joining Me Now Ep. 26: Insightful Tests For Your Financial Plan

New Focus on Wealth with Chad Burton

English - May 15, 2023 14:04 - 36 minutes - 33.7 MB - ★★★★ - 60 ratings
Investing Business News estate financial investing planning retirement certified financialadvisor financialplanner fitness portfolio Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed

Previous Episode: Joining Me Now Ep. 25: Why You Should Rely On A Conservative Retirement Plan

Next Episode: Joining Me Now Ep. 27: Withdrawal Strategies And Maximizing Your Retirement Fund

The latest episode of Joining Me Now covers the various tests that can help determine the likelihood of your finances successfully supporting your retirement. Rob and Chad take a question from a listener about inherited IRAs and identifying the best time to take the tax hit. Finally, Rob and Chad discuss why enabling your children with finances can be detrimental for everyone involved. Listen now!

Email your money question to [email protected].

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