marketupdate

It's a cliche because it's true: All real estate is local, and while many west coast markets struggle with high office vacancy rates and troubled assets, there are numerous markets where downtown real estate is coveted. Redding is red hot, and nobody knows the market better than veteran broker Chris Haedrich, who recently merged with Capital Rivers Commercial. In this download, Chris joins Capital Rivers CEO Greg Aguirre to offer his local knowledge on the Redding market.

The episode kicks off with a market update, discussing the performance of different indexes and highlighting the impact of China's economy on emerging markets. Chad also explores the challenges faced by regional banks and the potential risks associated with commercial loans and real estate investments.

Moving on to retirement planning, Chad emphasizes the importance of knowing your expenses and understanding how they may change throughout different stages of retirement. He provides valuable insights into the 4% rule, which helps determine if your portfolio can sustain your desired lifestyle in retirement. Chad also touches on the significance of balancing your financial goals with your personal fulfillment, including travel plans, hobbies, and volunteer work.

Throughout the episode, Chad shares practical tips and strategies, such as leveraging pledged asset lines to avoid selling securities, maximizing credit card rewards for travel, and navigating the complexities of timeshares. He also highlights the benefits of working with a certified financial planner to create a comprehensive financial plan tailored to your specific needs and goals.

Don't miss out on this engaging and informative episode that will empower you to make sound financial decisions, plan for retirement, and achieve long-term financial success. Tune in now to gain a new focus on personal finance, wealth management, and the economy.

Timestamps:

[00:02:18] China's impact on emerging markets.

[00:06:32-00:06:43] Commercial real estate loans refinancing.

[00:07:59] Flushed down the toilet.

[00:11:41] Commercial properties and restructuring.

[00:15:26] Small cap value investing.

[00:19:33] Financial considerations when selling homes.

[00:24:00] Borrowing against securities for real estate.

[00:26:59] The rule of 4%.

[00:31:39] Rough year for snow.

[00:33:35] Increasing vacation budget.

[00:36:26] Planning vacations on the fly.

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

See omnystudio.com/listener for privacy information.

In this episode of "New Focus on Wealth," certified financial planner Chad Burton provides a comprehensive market update, discussing the recent rally in stocks, the bond market, and the potential impact of the Federal Reserve's interest rate decisions. He highlights the performance of different indexes, such as the NASDAQ, S&P 500, and Russell 2000, and emphasizes the importance of diversification in a balanced portfolio. Chad also delves into the value of credit card points and airline miles, addressing concerns about potential devaluation and the impact of the Credit Card Competition Act. Additionally, he shares insights on the significance of water consumption for overall health and retirement readiness, emphasizing the importance of staying hydrated and maintaining a healthy lifestyle. The episode concludes with a reminder to sign up for a webinar on retirement readiness and the benefits of using a corporate bond ladder in retirement planning.

Timestamps:

[00:01:10] Market update and rally.

[00:03:42] Commercial refinance issue coming up.

[00:08:46] Small cap market performance.

[00:13:13] Value versus growth performance.

[00:16:41] Market oversold in 2022.

[00:19:30] Endless travel pass.

[00:23:31] Retirement portfolio strategies.

[00:26:05] Air miles devaluation concerns.

[00:29:23] Value of airline miles.

[00:33:56] Water consumption and health.

[00:37:24] Retirement and community living.

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

See omnystudio.com/listener for privacy information.

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

See omnystudio.com/listener for privacy information.

Location, location, location: The reason it's a cliche, is because it's true. Specific markets are feeling more pain, particularly in the office sector, than others. How will things unfold in the years ahead? And what sector are investors still bullish on? For those answers and much more, FNF's Chuck Cain calls on Jamie Woodwell, President in the Research and Economics Group and the Mortgage Bankers Association (MBA).

In this episode of "New Focus on Wealth," host Chad Burton discusses the latest news on inflation and its potential impact on the Federal Reserve's actions. He shares that inflation rose at the slowest pace since March 2021, raising questions about the Fed's future decisions. Burton provides a weekly market update, highlighting that the S&P 500 has gained 16.58% so far this year. He also discusses bond market trends and the performance of the US aggregate bond index. Finally, Burton touches on the challenges faced by emerging markets. Tune in to get a comprehensive update on the current financial landscape.

Timestamps:

[00:02:27] Small and mid-cap stocks.

[00:04:18] Tech stocks and earnings.

[00:09:02] Earning higher interest rates.

[00:12:58] Bonds and annuities explained.

[00:16:41] Annuities and alternative investments.

[00:19:24] Annuities and financial advisors.

[00:23:07] Health care costs and financial planning.

[00:28:26] Premium tax credits in retirement.

[00:33:40] Roth conversion considerations.

[00:35:07] Tax diversification for retirement.

[00:37:30] Helping with taxes and withholding.

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

See omnystudio.com/listener for privacy information.

• What is hard money lending?
• Why investors and homebuyers prefer hard money loans
• How to adapt and find opportunities in today’s economic distress
• The reality with raising capital and the thoughts of some capital investors
• Education-execution seesaw: What makes this concept valuable? 

Resources/Links Mentioned In This Episode

•  Gary Vaynerchuk
• MLS
• Mark Zuckerberg

About Jason Balin

Jason Balin is a real estate private lender based in Columbia, Maryland. He concentrates the majority of his time as a partner of HardMoneyBankers.com. Jason provides market knowledge in many real estate asset classes, from personally investing in private notes to residential, office, multi-family, and self-storage projects. He holds a B.S. in fitness management and a minor in coaching sciences from the University of Delaware. 

Connect with Jason

• Website: Hard Money Bankers

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Real estate is literally in Dan Elsea's DNA. The third generation co-owner, with brother Stuart, of Michigan's Real Estate One has weathered the inevitable market cycles just like his father and grandfather before him. In this episode, FNF's Chuck Cain calls on Dan for a market update, perspective, and reflection on what's kept this family business running successfully since 1929.

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