Having Safe Money In Your Investment Portfolio

New Focus on Wealth with Chad Burton

This episode of New Focus on Wealth with Chad Burton addresses the importance of having safe money in your investment portfolio, especially as you approach retirement. Chad discusses the significance of having two to three years of safe money to avoid selling in a down market, emphasizing the need for a strategic approach to financial planning. With an increasing number of baby boomers retiring each year, the topic of safe money allocation becomes more relevant than ever. Chad provides insightful advice on navigating safe money strategies in the context of market fluctuations and retirement planning.

Timestamps:

[00:00:41] Safe Money in Retirement.

[00:03:44] Living off dividends and interests.

[00:09:37] Safe money in retirement

[00:12:47] Large future expenses planning.

[00:15:17] Safe money and investments.

[00:20:01] Safe money in retirement.

[00:22:39] Safe money options in retirement.

[00:26:03] Safe investment options.

[00:29:48] Capital gains on primary residence.

[00:32:28] Capital gains tax strategies.

[00:35:29] Financial planning services and resources.

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