Tue, 26 March 2013
Is an interest rate hike in our future? Chad Burton, CFP®, discusses bonds, interest rates and inflation with 30-year fixed income veteran Bob Gahagan of American Century Investments. If you are worried about your bond funds and what changes you should be considering now, be sure to listen to this podcast. www.NewFocusFinancial.com
Direct download: Chad_Burton_3-25-13_w_Bob_Gahagan_-32k-_EVERGREEN-EASY.mp3
Category:Bonds -- posted at: 4:56pm PST |
Wed, 20 March 2013
![]() In this episode, Chad Burton, CFP®, discusses the Cypress bank levy issue, international funds vs. ETFs, international dividend achievers, moving out of state to avoid state income taxes on retirements accounts, IRA minimum required distributions, investing in a private company with an IRA, and several decisions you need to make before you retire. www.NewFocusFinancial.com |
Tue, 12 March 2013
![]() In this episode, Chad Burton, CFP®, discusses asset allocation, asset location and tax-efficient investing as well as a balanced growth portfolio example. Chad also discusses rebalancing and international investing, fixing IRA mistakes, rental properties, 1031 exchanges and the "two out of the last five years" rule. www.NewFocusFinancial.com |
Mon, 11 March 2013
Get answers to some of the biggest insurance questions. In this podcast, Chad Burton, CFP®, discusses what gap insurance is, when to consider an umbrella insurance policy, and why you should reach out to insurance companies for a policy review. Business owners will also learn about key insurance policies they should maintain, including disability coverage and key man disability insurance. www.NewFocusFinancial.com
Direct download: Insurance_GAP_insurance_rate_change_disability_insurance_key_man_insurance_umbrella_insurance.mp3
Category:Insurance -- posted at: 11:30am PST |
Thu, 7 March 2013
There's a right way and a wrong way to invest in your 401(k). In this podcast, Chad Burton, CFP®, explains why you should base your mutual fund selection on your age and retirement date, as well as the factors to look at when choosing between specific funds. Also learn about why automatic rebalancing should be part of any asset allocation plan and steps to take when leaving a company. www.NewFocusFinancial.com
Direct download: Basic_401K_picking_funds_CALLAN_table_auto_rebalance.mp3
Category:Retirement Planning -- posted at: 11:30am PST |
Wed, 6 March 2013
![]() In this episode, Chad Burton, CFP®, discusses current news, how sequestration may affect retirees, the 4% withdrawal rule on retirement funds and how UTMA accounts work when investing for children. www.NewFocusFinancial.com |