Thu, 28 February 2013
Monday Money 2.0 Podcast | “New Taxes Explained & What Could Trigger an Audit”, Feb. 25, 2013 | Commercial-Free
In this episode, Chad Burton, CFP®, discusses current news, the S&P 500 earnings update, upcoming sequestration issues, gold and gold miners, cash on corporate balance sheets, and the potential for international small caps. He also gives a lesson on typical market corrections and exchange traded funds (ETFs). Wondering how the new 3.8% Medicare tax and the new 20% capital gain and dividend tax works? This podcast will educate you on the new taxes and point out items on your tax return that could trigger an audit. www.NewFocusFinancial.com |
Tue, 26 February 2013
Get insight into the tools and resources financial planners use when managing money and selecting stocks. In this podcast, Chad Burton, CFP®, reviews the ideal number of stocks to have in a portfolio and discusses some of the resources investors can turn to when making investing decisions. Learn about the danger of trying to time the market and the value of creating (and sticking to) an investment policy. www.NewFocusFinancial.com
Direct download: Tools_resources_stocks_etfs_funds_diversification_financial_publications-feb.mp3
Category:Financial resources -- posted at: 4:39pm PST |
Wed, 13 February 2013
How can you use stock options as part of your overall financial plan? In this podcast, Chad Burton, CFP®, discusses the different types of stock options you need to know about (restricted, incentive and non-qualified stock options) and why and when you should diversify out of your stock options. He'll also explain why incentive stock options are becoming more popular again and discuss when to sell and reinvest an Employee Stock Purchase Plan. www.NewFocusFinancial.com
Direct download: Planning_with_stock_options_treat_as_income.mp3
Category:financial planning -- posted at: 5:58pm PST |
Wed, 13 February 2013
Before you buy a vacation home, you need to consider a number of factors, including whether it fits with your overall financial plan, how often you’ll use it and its potential as a rental property. In this podcast, Chad Burton, CFP®, reviews the ins and outs of buying vacation property, including the importance of working with your CPA to project the tax impact of buying property, determining if you can afford to take on another mortgage, and choosing the right location for your second home. www.NewFocusFinancial.com
Direct download: Vacation_Home_Time_Shares_mortgage_debt_rental_property.mp3
Category:Estate Planning -- posted at: 12:00am PST |
Tue, 12 February 2013
Monday Money 2.0 Podcast | “ID Theft Protection, Corporate Earnings & Retirement”, Feb. 11, 2013 | Commercial-Free
In this episode, Chad Burton, CFP®, discusses current news, earnings results to date, plus expectations for Q1 2013, tax tips, IRAs and Roth conversions, cash on corporate balance sheets outside the U.S., ID theft protection, reverse mortgages, and having your retirement plan work with your estate plan. www.NewFocusFinancial.com
Direct download: Chad_Burton_2-11-13_easy.mp3
Category:Retirement Planning -- posted at: 11:57am PST |
Mon, 11 February 2013
It's never too early to starting building your nest egg. In this podcast, Chad Burton, CFP®, discusses the essentials of investing and saving as a single person. He'll explain what single people need to do in order to get on the right financial track. Chad will also review the basics of both pre- and post-nuptial agreements and highlight important financial issues to consider before you get married so that you're not caught off guard. www.NewFocusFinancial.com
Direct download: Investingand_Saving_as_a_single_personprenup_agreement1.mp3
Category:Investment Management -- posted at: 2:24pm PST |
Wed, 6 February 2013
Monday Money 2.0 Podcast | “Bonds, Stocks, Gold and Long-Term-Care Insurance”, Feb. 4, 2013 | Commercial-Free
In this episode, Chad Burton, CFP®, discusses current news and earnings reports, bonds and the bond market, large cap dividend stocks vs. CDs, gold and gold miners, as well as who should or shouldn’t buy long-term-care insurance. www.NewFocusFinancial.com
Direct download: Chad_Burton_2-4-13_easy.mp3
Category:Investment Management -- posted at: 10:28am PST |