Sept. 28, 2023

Proactive Planning & Professional Guidance To Determine The Best Route For Long-Term Care

Proactive Planning & Professional Guidance To Determine The Best Route For Long-Term Care

New Focus on Wealth with Chad Burton, CFP®

Apple Podcasts podcast player iconSpotify podcast player iconRSS Feed podcast player icon
Apple Podcasts podcast player iconSpotify podcast player iconRSS Feed podcast player icon

In this episode of New Focus on Wealth, host Chad Burton provides a market update and discusses the recent pullback in stocks and bonds. He shares the current numbers for the S&P 500 and highlights the comparison between the S&P 500 and the NASDAQ. Chad also mentions an upcoming event on retirement readiness and encourages listeners to sign up.

Timestamps:

[00:01:23] Market update and performance.

[00:04:23] Stock market performance analysis.

[00:09:21] Small cap stocks and recovery.

[00:14:04] REITs and rising interest rates.

[00:16:32] Real estate investment trusts.

[00:21:06] Bond rates reinvestment risk.

[00:25:00] Laddering Treasury bonds and corporate bonds.

[00:30:57] Medicaid and Spousal Impoverishment.

[00:32:41] Medicaid planning for nursing homes.

[00:36:23] Planning for long-term care.

Email your money question to [email protected]

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