Fri, 28 June 2013
Chad Burton, CFP®, welcomes Jim Moffett, CFA Manager of Scout International Fund. Jim goes in depth about international investing and the current global market environment. Email your money question to chad@newfocusfinancial.com, or call the show at 1-800-516-1220 from 1:00 p.m. to 2:00 p.m. (PDT) Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com. |
Thu, 27 June 2013
Chad Burton, CFP®, welcomes Michelle Lerman, Estate Planning Attorney, of Lerman Law Partners, LLP. Michelle discusses the various aspects of estate planning and shares tips that will help families plan their estate. Email your money question to chad@newfocusfinancial.com, or call the show at 1-800-516-1220 from 1:00 p.m. to 2:00 p.m. (PDT) Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.
Direct download: Newfo-0626-1300_w_Michelle_Lerman_EVERGREEN32k.mp3
Category:Estate Planning -- posted at: 5:05pm PST |
Thu, 27 June 2013
Divorce after age 50—or "gray divorce"—can be financially messy. In this podcast, Rob Black and Chad Burton, CFP®, review some of the issues that can arise when a marriage ends later in life. They discuss what happens to pensions in a divorce, why you need a qualified domestic relations order (QDRO) and the importance of changing account beneficiaries. www.NewFocusFinancial.com
Direct download: 31038_rbcb_77_gray_divorce.mp3
Category:Retirement Planning -- posted at: 9:00am PST |
Wed, 26 June 2013
Chad Burton, CFP®, welcomes Brett Manning, Senior Marketing Analyst, of Briefing.com. Brett discusses technical and sentiment analysis and how they influence trading and investment decisions. Chad also discusses the biggest 401(k) mistakes that people make. Email your money question to chad@newfocusfinancial.com, or call the show at 1-800-516-1220 from 1:00 p.m. to 2:00 p.m. (PDT) Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com. |
Mon, 24 June 2013
Guest host, Rob Black, of Rob Black & Your Money fills in for Chad Burton today and breaks down the market numbers and big stories of the day. He also discusses the psychology of investing and spending and the importance of adjusting your investment strategy as the rules change. Email your money question to chad@newfocusfinancial.com, or call the show at 1-800-516-1220 from 1:00 p.m. to 2:00 p.m. (PDT) Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com. |
Fri, 21 June 2013
Guest host, Rob Black, of Rob Black & Your Money fills in for Chad Burton today and breaks down the market numbers and big stories of the day. He also goes in depth about the plunge in global financial markets and its economic impact. Email your money question to chad@newfocusfinancial.com, or call the show at 1-800-516-1220 from 1:00 p.m. to 2:00 p.m. (PDT) Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com. |
Thu, 20 June 2013
Guest host, Rob Black, of Rob Black & Your Money fills in for Chad Burton today and breaks down the market numbers and big stories of the day. He also discusses the importance of budgeting, planning, and goal setting.
|
Wed, 19 June 2013
In this episode, Certified Financial Planner™, Chad Burton breaks down the market numbers and big stories of the day. He also discusses investing in real estate vs. stocks and investing tax-efficiently.
|
Wed, 19 June 2013
In this episode, Certified Financial Planner™, Chad Burton breaks down the market numbers and big stories of the day. Chad Burton also takes phone calls and money questions related to taxes, insurance, retirement planning, estate, planning and investing. Email Chad your money question to Chad@NewFocusFinancial.com or call the show at 1-800-516-1220 from 1:00 p.m. to 2:00 p.m. (PDT). Friday’s show will be hosted by Rob Black of Rob Black and Your Money.
|
Tue, 18 June 2013
Guest host, Rob Black, of Rob Black & Your Money breaks down the market numbers and big stories of the day. He also takes phone calls and money questions related to taxes, insurance, retirement planning, estate, planning and investing. Email your money question to chad@newfocusfinancial.com, or call the show at 1-800-516-1220 from 1:00 p.m. to 2:00 p.m. (PDT)
Direct download: Newfo-0614-1300_w_Rob_32k.mp3
Category:financial planning -- posted at: 10:36am PST |
Fri, 14 June 2013
Chad Burton, CFP®, breaks down the market numbers and big stories of the day. He also shares tips on Social Security and setting new expectations in retirement. www.NewFocusFinancial.com |
Thu, 13 June 2013
Chad Burton, CFP®, breaks down the market numbers and big stories of the day. He also discusses paying down your mortgage vs. investing and where to put your money after you max out your 401(k). www.NewFocusFinancial.com |
Wed, 12 June 2013
In this episode, CERTIFIED FINANCIAL PLANNER™ Chad Burton breaks down the market numbers and big stories of the day. Chad also discusses technical analysis with www.Briefing.com Senior Technical Analyst, Scott Smith, CMT, Roth 401(k)s vs. regular 401(k) and takes listener phone calls. www.NewFocusFinancial.com |
Wed, 12 June 2013
In this episode, CERTIFIED FINANCIAL PLANNER™ professional Chad Burton breaks down the market numbers and big stories of the day including Apple, Google and Waze, as well as Vanguard adding international bonds. Chad also discusses selling your home in retirement and takes listener phone calls. 1-888-762-2423 |
Thu, 6 June 2013
So, you've maxed out your 401(k) contributions. Now what? In this podcast, Chad Burton, CFP®, explains how to determine what types of assets to allocate toward tax-free vs. taxable accounts. www.NewFocusFinancial.com
Direct download: Tax_efficient_investing_asset_allocation_ROTH_IRA_401K_building_wealth_taxable_accounts.mp3
Category:Investments -- posted at: 9:00am PST |
Tue, 4 June 2013
Stay up-to-date with the latest bond trends and asset bubbles. In this episode, Chad Burton, CFP®, breaks down recent bond market activity and reviews bonds you may want to consider. Chad also discusses asset bubbles you may not notice, as well as gifting restricted stock units to charity. www.NewFocusFinancial.com
Direct download: Chad_Burton_6-3-13_podcast_w_seminar_spots_32k_HARD.mp3
Category:Fixed Income Investing -- posted at: 2:49pm PST |
|
New Focus on Wealth with Chad Burton
|
||||||||||||||||||||||||||||||||||||||||||||||||||||
