Oct. 3, 2023

Insights Into The World of Bonds & Their Implications for Investors

Insights Into The World of Bonds & Their Implications for Investors

New Focus on Wealth with Chad Burton, CFP®

In this episode of "Joining Me Now" Chad & Rob discuss the complexities of the bond market and the differences between short-term and long-term bonds. Chad explains that bonds are essentially IOUs where investors lend money to the government or corporations in exchange for a rate of return. To gauge the performance of the bond market, Burton suggests looking at the total return of different ETFs.

Timestamps:

[00:02:14] Bond market performance.

[00:04:00] Reinvestment risk and bond portfolio.

[00:07:55] The vibe in the bond market.

[00:11:32] Long-term care insurance.

[00:14:20] Long-term care insurance complexities.

[00:18:27] Spending habits and retirement.

[00:21:20] Long-term care tax.

[00:25:02] Inter-family reverse mortgage

[00:29:13] Viatical settlements and life insurance.

[00:33:09] FTX bankruptcy and Bitcoin.

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