In this episode, Chad & Rob discuss various topics related to personal finance, wealth management, and tax-conscious retirement portfolios. Chad and the host talk about the recent national anthem controversy at the All-Star Game, the current state of Wall Street, including the Dow Jones Industrial Average and S&P 500 hitting record highs, and the importance of tax-efficient asset allocation in retirement planning. They also touch on the concept of direct indexing for tax efficiency, the changing rules around Required Minimum Distributions (RMDs), and the benefits of attending Chad's upcoming event on building a tax-conscious retirement portfolio.

Timestamps:

[00:01:19] National anthem controversy and marketing.

[00:06:29] Managing taxes in retirement.

[00:10:33] Earnings season and price inflation.

[00:11:47] Concentration in top market cap.

[00:17:05] Earning season and Netflix advertising.

[00:19:32] Asset allocation strategies.

[00:24:40] Municipal bonds comparison.

[00:28:30] Amazon Prime Day shopping.

[00:32:05] Direct indexing and tax benefits.

[00:34:33] Wealth building through retirement strategies.

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Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com