New Focus On Wealth With Chad Burton

This podcast episode discusses various financial topics, including market numbers, stock and bond market performance, interest rate-sensitive assets, tax considerations, and real estate investment strategies. Chad provides insights on market trends, the impact of interest rate changes on investments, the importance of tax planning, and options for optimizing real estate investments, such as 1031 exchanges and charitable remainder trusts. The episode also delves into the concept of rebalancing portfolios, evaluating rental property performance, and making informed decisions based on individual financial goals and circumstances. Overall, this episode emphasizes the importance of financial planning, tax-efficient strategies, and investment diversification to achieve long-term financial success. Listeners were encouraged to consider their unique financial situations, assess their investment portfolios, and explore options like 1031 exchanges, DSTs, and charitable remainder trusts to optimize their real estate inv