In this episode Certified Financial Planner™, Chad Burton, discusses current business news, the federal reserve, special dividends, investing for college with financial aid and FAFSA in mind, disability insurance, credit checks on loved ones, treasury bonds, annuities and more.

www.NewFocusFinancial.com

1-888-762-2423

Learn about the basics of estate planning. We cover how a trust is different from a will, the importance of establishing a living trust (avoid probate, save on estate taxes), and protecting legacy wealth for your heirs.

www.NewFocusFinancial.com
1-888-762-2423

You don’t need a degree in finance to understand the basics of mutual funds. In this podcast, Chad Burton, CFP®, explains the difference between mutual fund shares (A, B, C and Z shares); no-load funds versus loaded funds; and a front-end versus differed sales charge. Finally, he reviews stock market index funds (ETFs, Vipors).

www.NewFocusFinancial.com
1-888-762-2423

How do you know if you have saved enough for retirement? In this podcast, Chad Burton, CFP®, discusses the importance of having a detailed financial plan, offers guidance on analyzing your household spending, taxes, mortgage, and health care costs, and shares tips on adjusting for inflation. Finally, he touches on important financial assumptions and cash flow analysis. 

www.NewFocusFinancial.com
1-888-762-2423

In this episode Certified Financial Planner™, Chad Burton, discusses the alarming level of US government debt, the new California Prop 30 tax, investing with financial aid in mind, funds vs. ETF’s in a 401k, asset allocation for a balanced growth portfolio and rules for picking mutual funds. www.NewFocusFinancial.com

1-888-762-2423

In this episode Certified Financial Planner™, Chad Burton, discusses current business news, the fiscal cliff, oil, pension buy-out offers, annuities, dividend paying ETF’s and retirement asset allocation, useful financial websites, and a year-end checklist.

www.NewFocusFinancial.com

1-888-762-2423

In this episode Certified Financial Planner™, Chad Burton, discusses current market and economic issues, common retirement planning mistakes, resetting goals and expectations if you have started saving too late, 401k rollovers and lump sum distribution mistakes, investing too aggressively in retirement, social security and Medicare B Cost increases, and the high level of uncertainty retirees face these days.

www.NewFocusFinancial.com

1-888-762-2423

In this episode Certified Financial Planner™, Chad Burton, discusses current market and economic issues, existing home sales, pension buy-out offers, living trusts, tracking cash flow in retirement, tax efficient retirement income planning, and how to handle your old life insurance policies in retirement.

www.NewFocusFinancial.com

1-888-762-2423

In this episode Certified Financial Planner™, Chad Burton, discusses current market and economic issues, tax law changes, foreign investments, long term care insurance, bad annuity rescue options, 1035 exchanges to Long Term Care products for retirement, the Affordable Care Act, and the drawbacks of buying a timeshare.

www.NewFocusFinancial.com

1-888-762-2423

In this episode Certified Financial Planner™, Chad Burton, discusses Q3 earnings, the election, a disappointing retirement survey showing how Americans are not prepared, Exchange Traded Funds (ETFs) and the “fee war”, retirement date funds, and using IRA’s to pay for a home.

www.NewFocusFinancial.com

1-888-762-2423

Unexpected events around the world can send shocks through your portfolio, but you can minimize the impact of these events by staying diversified and rebalancing often. In this podcast, we discuss why you need to have emergency cash reserves available during market fluctuations, as well as the importance of asset allocation.

Without proper estate planning, you put your wealth at risk. In this podcast, we discuss why you need to review your estate plan with an attorney every two years, the importance of long-term financial planning projections, and how a will and trust can help protect your family.

In this podcast, find out why you need to build your emergency reserves, how tax-advantaged accounts like 401(k)s and IRAs can help you plan for retirement, and why you need to find a group of trusted advisors who can work together to help you.

Chad Burton, CFP® Monday Money 2.0 KDOW Radio Show October 22, 2012– Commercial Free

In this episode Certified Financial Planner™, Chad Burton, discusses Q3 earnings, Exchange Traded Funds (ETFs) and the “fee war”, retirement date funds, CPAs, stock options, RSUs, 529 plans, the pitfalls of borrowing from HELOC to invest, the negatives of borrowing from your 401k to buy a car and red flags when a so called “advisor” offers private REITs and whole life insurance as an investment.

www.NewFocusFinancial.com

1-888-762-2423

Certified Financial Planner™, Chad Burton, discusses China, current news and alternative investments including long/short funds, buy-write funds, and publicly traded Master Limited Partnerships (oil and gas).

Chad Burton, Certified Financial Planner ™
1-888-762-2423
www.NewFocusFinancial.com

Certified Financial Planner™, Chad Burton, discusses sector rotation, 401k rollover and funding issues, 3^rd and 4^th quarter earnings, retirement income strategies, and ETFs (exchange Traded Funds).

Chad Burton, Certified Financial Planner ™

1-888-762-2423

www.NewFocusFinancial.com

Certified Financial Planner™, Chad Burton, discusses what makes up a balanced or balanced growth portfolio, different types of bonds, and phone calls regarding Roth IRAs, individual 401k’s, and defined benefit plans.

And wishes Happy Birthday to his son Nick!

Chad Burton, Certified Financial Planner ™

1-888-762-2423

www.NewFocusFinancial.com

Certified Financial Planner ™, Chad Burton discusses current business news, monetary policy vs. fiscal policy, iphone5 vs. Windows phone, more on inflation and US debt, different ways to invest in commodities, Roth 401k vs. regular 401k, ”back door” Roth IRA, and Roth IRA conversions.

www.NewFocusFinancial.com

Certified Financial Plannertm, Chad Burton discusses:

Estate planning issues before year end.  Huge opportunities expire at the end of the year!  Also: Self employment, defined benefit plan, individual 401(k), Asset allocation at 45. Dyanasty trusts and leaving money to your children.

www.NewFocusFinancial.com

In this commercial free episode Certified Financial Planner™, Chad Burton, discusses the recent market rally, the upcoming fiscal cliff and potential election results, what to do about gains and teaching kids about money an investing.   Also a quick hit on early retirement issues and bond funds, bond ETFs and ETNs.

wwwChadBurton.com

Monday 8/13/2012 show topics: How to build a financial base, getting started in investing, emergency reserves, ROTH IRA, when to buy a home, budgeting tools, online and published financial resources, self-employment, early retirement, asset allocation for a large retirement portfolio.

Current news, avoiding investment scams, 529 plans, financial aid, asset allocation, asset location, insurance as an investment, indexing vs. active management, basic tools to picks stocks and funds.

Current news, social security, Europe, variable annuities, margins, 529 plans, financial aid, international investing, ETFs and index funds vs. managed funds.  What NOT to do.  When to rebalance.

Current financial news, divorce topics including QDRO's, couples with separate checking accounts, how to leave money to children and still protect them from losing it all in a divorce or law suit, will vs. trust, annuities with lifetime income guarantees.

Current news, revenue stalling, younger people waiting to save, 401k rollover, moving out of state, QDRO in divorce.

In this one hour radio show CFP® Chad Burton discussing the important aspects of retirement planning including how to budget and set up a tax efficient income stream in retirement.  Chad’s retirement income strategy uses safe money, a portfolio of stocks that increase their dividends each year, a balanced portfolio of no-load funds and ETF’s as well as alternative investments.  The goal is to perform well in good economies and hedge up to 7 years of income needs in down economic cycle.

In this one hour radio show CFP® Chad Burton discussing the important aspects of retirement planning including how to budget and set up a tax efficient income stream in retirement.  Chad’s retirement income strategy uses safe money, a portfolio of stocks that increase their dividends each year, a balanced portfolio of no-load funds and ETF’s as well as alternative investments.  The goal is to perform well in good economies and hedge up to 7 years of income needs in down economic cycle.

Chad Burton and Radio show host Rob Black discusses reducing portfolio shocks from world events and difficult periods such as a falling dollar and high inflation.  Visit www.NewFocusFinancial.com or www.ChadBurton.com

Chad Burton discusses research tools, resources, stocks, etfs, funds, diversification, financial publications you need to know about.  Visit www.ChadBurton.com or www.NewFocusFinancial.com

Chad discusses the importance of creating a budget and tracking expenses with radio show host Rob Black. A retirement plan is not complete until you have a detailed list of pre and post retirement expenses.

Visit www.NewFocusFinancial.com or www.ChadBurton.com