What’s the difference between a will and a trust? In this podcast, Chad Burton, CFP®, explains how a trust can help you avoid probate. He also discusses spousal benefits versus beneficiary rights and benefits and offers advice on how often trusts should be updated. 

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

When should you consider a home equity loan or line of credit? In this podcast, Chad Burton, CFP®, discusses the appropriate use of home equity loans and offers his thoughts on when you should consider using these strategies. He also reviews home equity loan scams you should watch out for. 

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

Developing—and sticking to—a budget is one of the most important steps you can take when planning for retirement. In this podcast, Chad Burton, CFP®, discusses the essentials of budgeting, including looking at both your short-term and long-term financial projections, as well as expenses and cash flow. He’ll also discuss some simple online tools you can use to track your spending. 

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