Wed, 27 November 2013
Setting priorities is the most basic, yet essential, financial planning step you can take. In this podcast, Chad Burton, CFP®, and Rob Black discuss how to identify your priorities and adjust your goals as your life changes. They also share their own personal "bucket list" items. Commercial-Free |
Tue, 26 November 2013
Guest host, Rob Black, of Rob Black & Your Money fills in for Chad Burton and welcomes Tony Mendes from BayAreaLoanSource.com. Rob and Tony discuss Bay Area housing affordability and the baby boomer retirement guide. 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. Commercial-Free |
Mon, 25 November 2013
When taxes go up, charitable giving tends to go down, but high-income taxpayers have an option that can help them give more to charity and decrease their taxes. In this podcast, Chad Burton, CFP®, and Rob Black explain how establishing a charitable remainder trust can reduce your taxes, provide you with income for life and allow you to leave money to a charity after you die. Commercial-Free
Direct download: 31036_rbcb_75_charitable_remainder_trusts_.mp3
Category:Estate Planning -- posted at: 5:16pm PDT |
Fri, 22 November 2013
Chad Burton, CFP®, welcomes Nicole Urken, Research Director at Mad Money and Author at TheStreet. Chad and Nicole discuss investments that can do well during rising interest rates, market tops, the resilient consumer, food stocks and global cyclical stocks. Chad also discusses:
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. Commercial-Free |
Wed, 20 November 2013
Chad Burton, CFP®, discusses the keys to becoming a 401k millionaire. Chad also discusses:
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. Commercial-Free |
Tue, 19 November 2013
Chad Burton, CFP®, welcomes Brett Manning, Senior Market Analyst, from Briefing.com. Brett and Chad discuss:
Chad also answers your email questions regarding Roth IRA conversions. Email your money question to www.NewFocusFinancial.com. Commercial-Free |
Mon, 18 November 2013
Chad Burton, CFP®, welcomes Scott Smith, CMT and Senior Technical Analyst, of Briefing.com. Scott discusses what signals to look for that will affect the market. 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. Commercial-Free |
Thu, 14 November 2013
Chad Burton, CFP®, welcomes Ross Kenneth Urken, Finance Editor, of TheStreet. Ross discusses where people waste money on technology. Chad also takes your phone calls and answers your money related questions regarding:
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. Commercial-Free |
Wed, 13 November 2013
Guest host, Rob Black, of Rob Black & Your Money fills in for Chad Burton and discusses why it's crucial to have a written retirement plan. Rob also discusses the big stories of the day. 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. Commercial-Free |
Tue, 12 November 2013
Chad Burton, CFP®, welcomes Nicole Urken, Research Director, from Mad Money and TheStreet. Nicole discusses horror story stocks that haven't performed well. Chad also shares bad financial planning stories. 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. Commercial-Free |
Mon, 11 November 2013
Guest host, Rob Black, of Rob Black & Your Money attends the Income Property Expo in San Mateo and shares tips on how to accumulate wealth with real 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. Commercial-Free |
Fri, 8 November 2013
Chad Burton, CFP®, discusses the good and the bad of the Affordable Care Act. Chad also takes your phone calls and answers your money related questions regarding:
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. Commercial-Free |
Thu, 7 November 2013
Chad Burton, CFP®, discusses estate planning even if you don't have heirs. Chad also discusses:
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. Commercial-Free |
Thu, 7 November 2013
Even if you think you're not wealthy, you may end up leaving a lot of money to your kids through employer life insurance policies and other assets. But if you don't plan ahead, your children may squander those funds. In this podcast, Chad Burton, CFP®, and Rob Black explain why you need an estate plan to protect your kids and help them learn to be independent. Commercial-Free
Direct download: 31014_rbcb_53_kids_inheriting_large_sums_SKYPE.mp3
Category:Estate Planning -- posted at: 9:30am PDT |
Wed, 6 November 2013
Chad Burton, CFP® and Rob Black, of Rob Black & Your Money, discuss the basics of building and keeping wealth. 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. Commercial-Free
Direct download: Newfo-1025-1300_CBRB_evergreen32k.mp3
Category:financial planning -- posted at: 11:22am PDT |
Tue, 5 November 2013
Guest host, Rob Black, of Rob Black & Your Money fills in for Chad Burton and discusses the importance of having health care and term-life insurance. Rob also discusses the market numbers and big stories of the day. 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. Commercial-Free |
Fri, 1 November 2013
Chad Burton, CFP®, discusses how managing your health is part of a good retirement plan. Chad also discusses the market numbers and big stories of the day. 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. Commercial-Free |
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New Focus on Wealth with Chad Burton
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