What are RSUs (Restricted stock units) and how to work with them, their limitations and how much you should have. Then Ross Urken from Mainstreet.com gives us the details about our credit card habits from a recent study. Other topics include:

• Apple Pay's role in protecting your financial security
• Robert Schiller says San Francisco real estate is due for a correction.
• Google Glass gets banned in movie theaters and other venues
• European markets fail to impress 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

Rob and I discuss some news for widows and widowers regarding estate taxes. We also cover:

• Making sure the Social Security office knows what you earn
• CVS and Rite-Aid turn down Apple Pay in favor for another service
• Tony Mendes discusses paying to lower points on your mortgage
• Dr. Jeff Rosen of TheStreet.com talks turning off Q.E.
• Facebook’s plans to investment in itself
• 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

Jack Mohr from TheStreet.com calls in to discuss Twitter’s disappointing reports and an uptick in consumer confidence. Also discussed are topics such as:

• Housing in retirement
• Social media scholarships
• I answer a listener’s call who is being offered a pension vs lump sum
• 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.

Today I cover the market numbers from this quarter and how they impacted your portfolio as well as 5 of the most common threats to your family’s wealth. I also cover:

• Deadlines for Roth IRA re-characterizations
• Taxes in retirement
• Biss Gross from Pimco
• And much, much more!

To sign up for our upcoming seminar, click here.

 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 sits in with me and discusses moves you’ll want to make in your financial game plan. Topics include: Ebola, Facebook, real estate, European Union, stronger dollar, UPS, Amazon, Apple, reverse mortgage & more.

For more information on tomorrow's Meet n' Greet in Bay Shores, 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 fills you in on the latest Wall Street headlines as well as earning reports on the biggest multi-national companies. Other stories covered are:

• A look at Yelp's stock and how it impacts dining decisions of the young and old.
• Chris Ciaccia of thestreet.com discusses Apple's success with the iPhone 6 and how they can monetize Apple Pay.
• European credit card technology is coming to The U.S. in 2015
• Rob and I answer an E-mail from a listener who wants to retire at 50
• And much, much more!

For information about our "Brews at the Bay Club," in Redwood Shores on Saturday - 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 and I discuss market panic and how over-reacting to market news can cost you dearly during the rebound. We cover topics such as:

• Young people are playing it safe with their 401k – and that’s not good

• Back-to-school shopping numbers indicate a lackluster Christmas shopping season

• Dr. Jeff Rosen from thestreet.com calls in to discuss consumer price inflation.

• Michelle Lerman discusses some common misconceptions about estate planning

• 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

Michelle Lerman and I discuss estate planning for Blended Families including tools such as Protection trusts and Dynasty Trusts.  I also discuss the alarming rate at which younger people are cashing in their 401ks when they switch jobs and your Q4 financial To Do List.

To sign up for our upcoming seminar, click here.

Email your money question to chad@newfocusfinancial.com , or call the show 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 to Michelle Lerman who calls in for National Estate Planning Week. We also discuss:

• Other events you need to consider in your estate plan, like re-marriage, lost documents and non-spousal beneficiaries
• Estate taxes and how Prop 13 factors into your estate plan
• The estate plans of famous people who had great and awful estate plans.
• I take call about the payment terms of an inherited property.
• That and so 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

President Obama names an Ebola czar and a look at Apple’s premium pricing strategy. Rob also discusses:

• The drop in the price of oil
• Redefining what makes a "tech company"
• Investing lessons from Peter Lynch
• Consumers continue to find ways to get rid of cable
• Google stock drops 3%
• That and so much more!

To sign up for our upcoming seminar in Redwood Shores, clickHERE!

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, Rob Black discusses international market news and how the drop in oil prices is like a tax-cut for American citizens. With other topics such as:

• Job numbers hit a 15-year high.
• How to use ETFs properly
• Texas oil stocks
• Retailers cast their estimates on Christmas spending
• Rob takes  call about an IRA conversion
• That and so 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

Rob Black discusses some disappointing headlines involving the 10-year treasury and abysmal retail sales numbers. Also covered are stories such as:

• HBO decides to launch their own streaming video service, similar to Netflix.
• Tony Mendes discusses how no-cost loans have other costs.
• Keeping calm in the market
• Dr. Jeff Rosen of thestreet.com discusses the disapointing retail sales reports and his optimism for the 10-year treasury.
• What a 1-cent price drop in gas means to the American household.
• 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

Jack Mohr from thestreet.com discusses corrections and different market sectors. With focus on topics such as:

• Amercian oil production
• How will Ebola change your every-day activities?
• Who can benefit from an HSA account?
• Moving a variable annuity to a lower cost provider
• Asset allocation and taxes
• And much, much more!

To register for the seminar in Redwood city on October 25, 2014, 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

Some topics from today’s show include:

• GoPro stock reels from bad publicity
• Small cap stocks take their biggest tumble since 2005
• Estate planning and brokerage accounts
• Best places to park cash
• I take a call about a universal life insurance policy
• Educations tax credits and 529 plans
• 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

Tony Mendes and Rob Black answer listener questions and address today’s latest business headlines. With topics and discussions such as:

• Tesla unveils their new and potentially revolutionary "D series" vehicle.
• Those cost of living - and parking- in San Francisco
• Tony Mendes helps you understand how HELOC loans work and how the current rates can make investing in real estate safer.
• 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

Rob and I start by discussing new styles of education and who is taking advantage of them. Then, Dan Freed from thestreet.com talks why you need to invest with ETFs. Rob goes on to cover news stories like:

• Carl Icahn's take on Apple stocks
• Pepsi posts a solid again
• The cost of Ebola and what it means to immigration and the economy
• What are "megatrends," and how they transform the world socially and economically.
• 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 on Rob’s birthday, we discuss tax deadlines that need to be addressed before the end of the year. Especially for investors, the self employed and why you need to meet with your CPA before it’s too late.

Tony Mendes defines what a portfolio lender does and how the process works, while Briefing.com's Chief Economist Dr. Jeff Rosen talks the fed’s rationale, employment numbers, wage growth & interest rates. Other points we discuss are:

• UPS
• Wal-Mart cuts insurance for some employees
• Ebola's impact on certain stocks
• New credit card technology from Bank of America
• and much, much more!

To sign up for our upcoming event on October the 25th, 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 Jack Mohr discusses the latest numbers in the European markets and which retailers he likes the most. We also cover items such as investing on the basis of an opinion or speculation and companies with one large customer.

Then Scott Smith, CMT® calls in to discuss the recent pain in emerging markets, international stocks and how the dollar’s ascent can hurt profits overseas.

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

Today I cover the market numbers from this quarter and how they impacted your portfolio as well as 5 of the most common threats to your family’s wealth. I also cover:

• Deadlines for Roth IRA re-characterizations
• Taxes in retirement
• Biss Gross from Pimco
• 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

Tony Mendes & visiting Irishman, Conner Kennedy sit in with Rob and take a more relaxed attitude in today’s show. The topics convered in today's show include:

• Job report numbers
• Soccer
• Tesla's new "Model D"
• Ireland
• Market conditions
• Real estate
• 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

Rob discusses Sears’ decision to divest its Canadian unit and the many factors of Sears’ downfall. Topics such as:

• Elon Musk teases the Tesla "D"
• Ello.co nips at Facebook's heels
• Rob and I discuss why the time to rebalance is now.
• Dan Freed from thestreet.com talks Fannie May and Freddie Mac.

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 recent market trends and news vital to your financial health. He also discusses topics like:

• The recent pull-back despite record highs.
• The Ebole panic and how it ties to airline stocks
• Starbucks' role in the pumpkin boom
• Tax consequences of inherited and stretch IRAs
• Dr. Jeff Rosen discusses car sales numbers, consumer confidence and the housing bubble.
• Rob channels Warren Buffet on how to have focus in acheiving your financial dreams.

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

Many baby boomers will eventually be tasked with cleaning up the estate of a deceased parent or other relative. In this podcast, Chad Burton, CFP^®, discusses how to overcome the challenge of sorting through mounds of paperwork while also dealing with grief over the loss of a loved one.

Commercial-Free