Joining Me Now Ep. 21: What A Balanced Portfolio Means Today

New Focus on Wealth with Chad Burton

01-02-2023 • 35 mins

Listen to the latest episode of Joining Me Now as Rob and Chad dive into the hot topics in the world of retirement planning. This episode features a discussion on safe money and balanced portfolios with Chad explaining how the meaning of a “balanced portfolio” has completely changed over the years to reflect the status of interest rates. Listen now!

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