New Focus on Wealth

New Focus on Wealth with Chad Burton

Join Chad Burton as he explores essential financial planning and wealth management topics. Gain insights on retirement planning and optimizing your investment strategies.

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Maximizing Real Estate Wealth & Retirement Planning: Strategies for High-Net-Worth Investors

77 mins • Jan 30, 2025

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Recent Episodes

Jan 30, 2025

Maximizing Real Estate Wealth & Retirement Planning: Strategies for High-Net-Worth Investors

77 mins

Jan 23, 2025

Chad joins Rob Black to discuss new 401(k) contribution limits and other retirement topics.

37 mins

Jan 15, 2025

2024 market recap, direct indexing and retirement asset allocation.

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Dec 26, 2024

EP Wealth Webinar - Exploring Passive Investment Options - 241216 - audio

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Dec 10, 2024

Active Vs. Passive Real Estate, 1031 exchanges, DSTs, 721 Exchange

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Language
English
Country
United States
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