Should You Give Your Money To Younger Generations While Alive?

New Focus on Wealth with Chad Burton

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30d ago 38:37

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On this episode of New Focus on Wealth, host Chad Burton, a certified financial planner, delves into important money matters and financial advice. He discusses whether it's wise to give money to younger generations while still alive, particularly for those with larger estates. Chad also recaps the second quarter, highlighting the tech rally and the performance of indexes like the NASDAQ 100 and the S&P 500. Tune in for insightful discussions on personal finance, wealth management, Wall Street, and the economy.

Timestamps:

[00:01:02] Younger generations financial challenges.

[00:07:00] Financial state of younger generations.

[00:10:30] Generational Wealth Distribution.

[00:14:57] Generation Z economic challenges.

[00:17:24] Gen Z and pandemic experiences.

[00:19:41] Estate planning strategies.

[00:24:20] Estate tax planning strategies.

[00:29:44] Gifting strategies and tax planning.

[00:32:07] Estate planning techniques

[00:36:18] Dynasty Trusts.

[00:37:56] Qualified Personal Residence Trust

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 episoder

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