Treceți offline cu aplicația Player FM !
The Importance of Having a Will, Trust, Power of Attorney & Healthcare Directive
Manage episode 376268593 series 1232469
In this episode, host Chad Burton provides a market update and discusses estate planning. He explains the importance of having a will, trust, power of attorney, and healthcare directive, and addresses the cost associated with these documents. Additionally, he shares that the S&P 500 has seen a rally with a total return of 18.36% for the year.
Timestamps:
[00:01:36] Market cap weighted index.
[00:05:21] Weaker dollar and international positions.
[00:08:22] Inverted yield curve.
[00:11:22] Roth 401k and tax breaks.
[00:17:06] Roth contributions and tax deductions.
[00:19:07] What is an estate plan?
[00:25:02] Power of attorney for digital assets.
[00:26:09] Incapacity and healthcare directive.
[00:30:55] Leaving money for kids.
[00:34:06] Fully discretionary trust.
[00:36:40] Financially screwing up kids.
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 episoade
Manage episode 376268593 series 1232469
In this episode, host Chad Burton provides a market update and discusses estate planning. He explains the importance of having a will, trust, power of attorney, and healthcare directive, and addresses the cost associated with these documents. Additionally, he shares that the S&P 500 has seen a rally with a total return of 18.36% for the year.
Timestamps:
[00:01:36] Market cap weighted index.
[00:05:21] Weaker dollar and international positions.
[00:08:22] Inverted yield curve.
[00:11:22] Roth 401k and tax breaks.
[00:17:06] Roth contributions and tax deductions.
[00:19:07] What is an estate plan?
[00:25:02] Power of attorney for digital assets.
[00:26:09] Incapacity and healthcare directive.
[00:30:55] Leaving money for kids.
[00:34:06] Fully discretionary trust.
[00:36:40] Financially screwing up kids.
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 episoade
Toate episoadele
×Bun venit la Player FM!
Player FM scanează web-ul pentru podcast-uri de înaltă calitate pentru a vă putea bucura acum. Este cea mai bună aplicație pentru podcast și funcționează pe Android, iPhone și pe web. Înscrieți-vă pentru a sincroniza abonamentele pe toate dispozitivele.