Proactive Planning & Professional Guidance To Determine The Best Route For Long-Term Care
New Focus on Wealth with Chad Burton, CFP®
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 chad@chadburton.com.
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com
