Building A Retirement Portfolio & Proper Asset Allocation

New Focus on Wealth with Chad Burton

In this episode, host Chad & Rob discusses the importance of building a retirement portfolio and proper asset allocation. Chad emphasizes the stages of wealth accumulation and management and introduces the seven steps for retirement readiness. He also announces an upcoming event in Menlo Park, California, where attendees with $500,000 or more in stock market assets can learn about various financial topics. Tune in to gain valuable insights on retirement planning and investment strategies.

Timestamps:

[00:01:02] Retirement portfolio and asset allocation.

[00:03:53] Asset allocation in retirement.

[00:09:03] A good year in 2023.

[00:13:08] Asset allocation and diversification.

[00:17:08] Commercial real estate trends.

[00:19:08] Real estate occupancy rates.

[00:23:31] A 60-40 portfolio's recovery.

[00:28:29] The order of stock market returns

[00:30:37] Reverse dollar cost averaging.

[00:33:58] Planning for retirement expenses.

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