Today I take calls from listeners and discuss why it's important to be asbolutely honest about your expenses. *Even the embarrasing ones.* Also covered are:

• The finer pieces of a full-growth portfolio
• Dividend paying stocks
• A call about using a bond alternative to fund an education
• Leaving funds in a 401k vs. rolling into an IRA
• A caller asks what to do with an extra $100,000 in cash
• Different portfolio allocations and the risk vs. reward.
• That and much much more!

To sign up for our upcoming seminar, click here.

Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 from Noon to 1:00 p.m. (PDT)

Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.

Commercial-Free

Today I discuss some of the most common investor pit-falls and how to avoid them. I also take a look at proper retirement asset allocation and the IRS’ decision to allow you to convert your after tax 401k funds into a Roth IRA.

 Encore presentation

Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 from Noon to 1:00 p.m. (PDT)

Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.

Commercial-Free

Rob and insurance law expert David Lilienstein gives an insightful look at the various aspects of insurance. They cover angles such as:

• How insurance companies process claims
• A caller asks David about a premium increase due to The Affordable Care act (Obamacare).
• Obamacare vs. private insurance
• Catastrophic Healthcare as the only form of health insurance
• Preventative care to lower premiums
• David's opinion on Prop. 45 and 46
• The trouble with earthquake insurance
• Protecting yourself against insurance companies
• And so much more!

Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 from Noon to 1:00 p.m. (PDT)

Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.

To sign up for our upcoming seminar, click here.

Commercial-Free

Rob Black talks with CFP Chad Burton about Tesla, social security planning, taxes & when to pay them. Other topics include:

• JC Penny
• Intel ear buds
• Vocal fry
• Apple
• And much, much more!
• Encore Presentation

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

Rob Black discusses the latest stock market news and headlines. He covers items like:

• Over-reacting to "mini-downturns" in the market
• Ron Johnson (formerly of Apple) annouces his plans to start an on-demand electronics delivery service.
• Blackberry's last-ditch effort at a desirable smartphone
• Sales of new homes are at a six-year high.
• Wal-Mart enters the banking industry
• Dr. Jeff Rosen talks housing and sales numbers
• And Rob tackles the delicate task of how to ask for a prenuptial agreement without a fight.

To sign up for tomorrow's event in Redwood City, register here!

Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 from Noon to 1:00 p.m. (PDT)

Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.

Commercial-Free

Today’s featured guest is Jack Mohr of TheSteet.com. We discuss Ali-Baba’s IPO (BABA), iPhone sales, corporate tax inversion and more. I also talk about:

• How much safe money should be in your IRA,
• Performance of IPO’s
• The lack of insider buying.

To register for the "Brews at the Bay Club," taking place this Thursday, click HERE.

Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 from Noon to 1:00 p.m. (PDT)

Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.

Commercial-Free

Today I discuss some of the most common investor pit-falls and how to avoid them. I also take a look at proper retirement asset allocation and the IRS’ decision to allow you to convert your after tax 401k funds into a Roth IRA.

To sign up for our event this Thursday in Redwood City, click here!

Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 from Noon to 1:00 p.m. (PDT)

Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.

Commercial-Free

Rob Black and Tony Mendes discuss todays financial headlines and what the movers and shakers have in store. Also covered are topics and news like:

• The Dow-Jones Transports and the 10-year treasury notes: how they can be gauges for the economy
• Tony talks about the upcoming problem with the lack of millenials buying homes.
• YouTube receives funding from Google to create new videos with popular web personalities and its impact on TV.
• Wal-Mart's anti-department store game plan
• Mark Cuban's biggest regret about managing money and some sage words on money from succesful people.

To sign up for our upcoming seminar, click here.

Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 from Noon to 1:00 p.m. (PDT)

Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.

Commercial-Free

Rob Black discusses the latest business headlines and guides you down the financial road to retirement. He discusses topics such as:

• Janet Yellen's warning about policy rate increases
• Home and medical expenses in retirement
• Pharmaceutical company Vivus, gets approval of its new E.D. drug and sends its stock skyward
• Juliette Fairley from thestreet.com shows you how to borrow and repay money from family without a family argument.
• Rob and I discuss updating your estate plan and other life changes you'll want to make when approaching the jump to retirement.

To sign up for our upcoming seminar, click here.

Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 from Noon to 1:00 p.m. (PDT)

Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.

Commercial-Free

Rob Black gives you today’s economic headlines and explains their side effects. He and I comment on items like:

• CalPers' announcement to quit investing in hedge funds
• A drop in gas, airfare and clothing costs stands to give the economy a boost.
• Microsoft announces hefty layoffs
• Sony's situation ahead
• The "budding" marijuana industry
• Rob takes a call about minimum purchase of funds in an employer IRA.
• That and much more!

To sign up for our upcoming seminar, click here.

Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 from Noon to 1:00 p.m. (PDT)

Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.

Commercial-Free

On today's show, I discuss REITs and we take a listener's phone call about a lifetime income annuity. Also covered is:

• Real Estate investing
• Primary residence capital gain exclusion
• 1031 exchange
• 401k rollovers
• and much more!

Email me your money question at chad@newfocusfinancial.com, or call the show at 1-800-516-1220 from Noon to 1:00 p.m. (PDT)

Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.

Commercial-Free

Today I discuss, the CoRI index and how you might be  landlord in the eyes of the government even if you don't know it. I also discuss topics such as:

• How the cost of real estate can affect retirement.
• Pros and cons of investing in vacation properties and rental properties - as well as useful tax tips.
• Listener E-mails regarding Charitable Gift Funds, how to donate appreciated stocks and an explanation of the new IRA rollover ruling from the IRS.
• How to properly report rental income to the IRS

Sign up for our upcoming seminar in Redwood City on October 25, 2014, here.

E-mail 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 of visit www.NewFocusFinancial.com.

Commercial-Free

Rob Black and Tony Mendes discuss the state of Real Estate and the status of the market. They also discuss:

• Earthquake insurance
• Taking cash out of your house
• Pre-Paying your mortgage and better alternatives
• School performance and real estate values
• The hazards and benefits of bi-weekly mortgage payments
• ENCORE PRESENTATION

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

Today Rob and I discuss a new study that finds that more adults in the US are single, rather than married and how it makes their financial life more difficult. Planning for long-term care, paying down a mortgage, planning for disability and saving for retirement are all more difficult for single adults. We also cover issues such as:

• How adults with a lack of savings can hurt the younger generations.
• The price of paying back your 401k
• How going back to work can have hidden costs
• Tax efficient investing
• Rob talks to Richard Collins of thedeal.com and discusses General Mills' acquisition of Annie's organic foods. He also comments on how it's part of their new purchasing strategy.
• And and outline of the Sept 11, 2014 seminar that is custome designed for people living in The Bay Area.

Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 from Noon to 1:00 p.m. (PDT)

Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.

Commercial-Free

Rob and I talk about options for high-income earners that live in the Bay Area. Things like investing inside and out of the Bay, partial roth contributions and the tax implications of backdoor roth IRAs. Rob goes on to discuss:

• More on yesterday's big Apple announcement and how the iPhone 6 "completes" their line of smartphones.
• Dr. Jeff Rosen and Rob discuss the Fed's report of the futures market.
• Michelle Lerman discusses what she'll be covering in tomorrow's seminar and how Joan Rivers got her health care directive right.

Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 from Noon to 1:00 p.m. (PDT)

Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.

Commercial-Free

Today I talk with Jack Mohr from thestreet.com about Apple’s announcement of the iPhone 6, iPhone 6 Plus, their first smart-watch and payment system. I also discuss items such as:

• How Apple's smart-watch impacts Nike and their popular "FuelBand".
• Setting up your portfolio using laying techniques
• Michelle Lerman and I talk about healthcare directives.
• Important tips about updating your beneficiaries
• To sign up for Thursday's seminar with Rob Black and myself, click here!

Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 from Noon to 1:00 p.m. (PDT)

Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.

Commercial-Free

Most of us understand how to accumulate wealth, but decisions about drawing down the assets you've accumulated in your IRA can be more difficult. In this podcast, Chad Burton, CFP®, reviews the relationship between tax planning, income planning and how much you should withdraw from your IRA.

Commercial-Free

Today I discuss a WSJ/Morningstar study that revealed the majority of 5 star funds fail to keep the top rating ten years later. I also cover topics such as:

• Current market news.
• Funds vs ETF’s vs ETN’s
• Being financially prepared to invest in real estate
• and much, much more!

For tickets to my upcoming San Jose seminar on Sept, 11. Click here.

Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 from 12:00 p.m. to 1:00 p.m. (PDT)

Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.

Commercial-Free

Rob Black and Tony Mendes discuss the state of Real Estate and the status of the market. They also discuss:

• Earthquake insurance
• Taking cash out of your house
• Pre-Paying your mortgage and better alternatives
• School performance and real estate values
• The hazards and benefits of bi-weekly mortgage payments
• Details about our upcoming seminar in San Jose on September 11, in San Jose

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

Today I discuss employee stock options, ESPP plans, and RSUs.  I also cover topics such as:

• Listener questions on taxes and which ones to sell first.  
• The true cost of that 5^th year in college
• What’s wrong with index funds?
• And much, much more!
• For tickets to the event on Sept, 11 2014 in San Jose, click HERE.

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

Today Rob and I talk about employee compensations and situations specific to the Bay Area. Scenarios like, stock options in a start-up company. ESPP plans and their tax implications. Non-qualified options and incentive stock options.

Rob also discusses:

• The economy is doing OK, and probably will for a while.
• Tony Mendes dissects what the PITI score(principal, interest, taxes, insurance)  score means when applying for a mortgage.
• Dr. Jeff Rosen goes over the economy's slow growth and new sales numbers.
• Apple's stock takes a hit on the heels of the celebrity hacking scandal.
• Details on the NEW type of seminar Rob and I will be launching that focuses on investing in the Bay Area

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

Today I get to discuss technical analysis with my guest Scott Smith of Briefing.com. I also discuss items such as:

• A listener's unique question about rolling over 401k's
• How lifetime annuities are sold incorrectly to cover fixed costs in retirement
• One large firm's estimate of when the S&P 500 will hit 3000
• That and much, much more!

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

Rob Black revisits his live broadcast from The Money Show in San Francisco. Over the course of the hour, Rob meets listeners and discusses:

• Janet Yellen's announcement about the end of the cheap money policy era
• Why Warren Buffet is a better investor than anyone else.
• How to get your kids educated about investing from a young age
• Should you delay taking social security?
• Rob takes listener calls about agressive plans to catch-up in retirement savings and if a minimum wage job in your 60's will affect your social security payout.
• How millenials are saving money by renting every-day items, rather than buying them. 

Encore Presentation

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