Tue, 11 December 2012
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. 1-888-762-2423 |
Mon, 10 December 2012
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
Direct download: Living_Trusts_Probate_cost_Estate_Tax_Credit_Shelter.mp3
Category:financial planning -- posted at: 12:45pm PST |
Mon, 10 December 2012
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
Direct download: How_much_do_you_need_for_retirement.mp3
Category:financial planning -- posted at: 12:00am PST |
Mon, 10 December 2012
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
Direct download: Fee_based_financial_planning_z_shares_load_funds.mp3
Category:financial planning -- posted at: 12:00am PST |
Tue, 4 December 2012
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 |
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New Focus on Wealth with Chad Burton
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