با برنامه Player FM !
Building A Retirement Portfolio & Proper Asset Allocation
Manage episode 399382702 series 1232469
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.
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
104 قسمت
Manage episode 399382702 series 1232469
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.
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
104 قسمت
همه قسمت ها
×به Player FM خوش آمدید!
Player FM در سراسر وب را برای یافتن پادکست های با کیفیت اسکن می کند تا همین الان لذت ببرید. این بهترین برنامه ی پادکست است که در اندروید، آیفون و وب کار می کند. ثبت نام کنید تا اشتراک های شما در بین دستگاه های مختلف همگام سازی شود.