Wed, 31 December 2014
Rob Black and I sit in the day after our seminar and take a look at our Thanksgiving plans and discuss the broadening recovery. We also discuss: weakness overseas, The Dollar’s rise, Lowflation: labor market slackening, China poises to down-shift, and Goldman Sachs’ trends for 2015. 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
Direct download: Newfo-1121-1400_replay_for_1-1-15-RBCB32k.mp3
Category:Retirement Planning -- posted at: 3:57pm PST |
Wed, 31 December 2014
Rob Black discusses some of his favorite mantras about investing and reinforces the idea that you don’t need to be a brain surgeon to put together a good portfolio and retirement plan. Other topics include: resisting fad stocks, wise words from Warren Buffett, stupendously bad investment ideas, electronics insurance, early days of the internet and its future. Encore presentation 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
Direct download: Newfo-1114-1400-RB_replay_for_12-31-1432k.mp3
Category:Retirement Planning -- posted at: 3:36pm PST |
Tue, 30 December 2014
I answer questions about year-end distributions from mutual funds, company stock and fund fees in a 401k and what to do when your HR department gives you nothing but bad choices to pick from. I also take a look at earthquake insurance and paying off your home, the Russian economy and delaying your retirement to help your adult children. Encore presentation To sign up for our upcoming webinar, 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
Direct download: Newfo-1216-1400_evergreen_EDITED32k.mp3
Category:Retirement Planning -- posted at: 9:03pm PST |
Mon, 29 December 2014
Today I discuss the origin of my career in financial planning and why I created the Ten Pillars of Retirement plan. I also discuss the cost of inflation and healthcare inflation especially. Also covered are : certain analysts anticipate another correction and an article about companies cutting union pensions. Encore presentation 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
Direct download: Newfo-1212-1400_EVERGREEN_CB_EDITED_32k.mp3
Category:financial planning -- posted at: 7:12pm PST |
Mon, 29 December 2014
Rob Black talks to special guest, comedian Will Durst! Will puts a comical spin on news items such as Cuba, Vladimir Putin, mortgages, Robin Williams, and the funniest stories of 2014. Enjoy Rob’s annual riff with comedian and satirist, Will Durst! Encore presentation 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 |
Sat, 27 December 2014
Val Vandervort, real estate agent from Keller-Williams discusses the status of Bay Area real estate. She also discusses the usual buyer in the Bay Area. Should you wait for interest rates to rise? The process of selling a home and speculation on the 2015 real estate market. Encore Presentation Click HERE to sign up for our upcoming seminar! 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 |
Wed, 24 December 2014
Rob discusses upcoming disruptive technologies like smarter TVs, driverless cars and same-day delivery. What will 2015 look like after 2014’s stellar market performance? And Dr. Jeff Rosen talks GDP numbers and its relation to oil prices. Rob then takes some time to reinforce how critical it is to talk to your teenager(s) about saving money before they learn the hard way in their 20’s. 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 |
Tue, 23 December 2014
Jack Mohr calls in to summarize the market’s actions in 2014. We take a look at predictions for the dollar, oil, earnings, foreign markets, small caps and so much more! I take a listener’s e-mail question about dividend achiever ETF’s vs High Yield Stock Etf’s and we discuss spotting signs of financial impairment in the elderly. 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
Direct download: Newfo-1223-1400_Evergreen_end_of_year_recap_CB32k.mp3
Category:financial planning -- posted at: 10:44pm PST |
Tue, 23 December 2014
Today I cover enhanced indexing / beta ETFs and how they work. Then I take a call on making mistakes when choosing stock options. Also, an update on bonds and TIPS (treasury inflation protected securities). And what are the industries with the highest rate of depression and advice with structured note CDs. 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 |
Mon, 22 December 2014
Rob Black talks to special guest, comedian Will Durst! Will puts a comical spin on news items such as Cuba, Vladimir Putin, mortgages, Robin Williams, and the funniest stories of 2014. Enjoy Rob’s annual riff with comedian and satirist, Will Durst! 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 |
Thu, 18 December 2014
Rob Black and I discuss tonight’s free webinar and learning how to take the right amount of money out of your retirement accounts in the first year of retirement. Tony Mendes on why you should consider buying real estate in Oakland. Richard Collings of TheDeal.com expands on Petsmart’s buyout and switch to private ownership. Then Rob discusses common mistakes that can cost you money, like mortgage accelerators and keeping cash at home. Click HERE to sign up for tonight's webinar! 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 |
Wed, 17 December 2014
Rob and I discuss tax efficient investing as you near retirement and the threat of foreign countries hacking into U.S. companies to expose secrets. U.S. and Cuban relations. Dr. Jeff Rosen of TheStreet.com speculates on Janet Yellen’s upcoming announcement and the ramifications of the drop in oil prices. He also comments on the failing Russian ruble vs. the U.S. dollar. Click HERE to register for TONIGHT'S FREE SEMINAR! 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 |
Tue, 16 December 2014
I answer questions about year-end distributions from mutual funds, company stock and fund fees in a 401k and what to do when your HR department gives you nothing but bad choices to pick from. I also take a look at earthquake insurance and paying off your home, the Russian economy and delaying your retirement to help your adult children. To sign up for our upcoming webinar, 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
Direct download: Newfo-1216-1400_evergreen_needs_editing_-seminar-32k.mp3
Category:Retirement Planning -- posted at: 6:08pm PST |
Mon, 15 December 2014
Jack Mohr of TheStreet.com takes a look at the lowest oil prices in years and the upcoming Russian collapse.
Jack Mohr of TheStreet.com analyzes the lowest oil prices in years and the upcoming trouble in the Russian Ruble and economy. Then I take listener calls about oil stocks and asset allocation. I also the most tax efficient ways to give and how check up on your charities. To sign up for the FREE webinar, taking place this Thursday at 6:30pm to 8:00pm - 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 |
Tue, 9 December 2014
Year-end tax advice and the rise of fraudulent investments in the growing marijuana industry and private real estate.
Today I discuss year-end tax info to get to your tax advisor, the rise of fraudulent investments regarding the marijuana industry and in private real estate and I take calls on energy ETF’s, how to title a home in a second marriage and when to buy life insurance. 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
Direct download: Newfo-1202-1400_Evergreen32kevgn.mp3
Category:Retirement Planning -- posted at: 6:08pm PST |
Tue, 9 December 2014
Today I take calls from listeners and discuss why it's important to be asbolutely honest about your expenses. *Even the embarrasing ones.* 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 Sign up for our upcoming seminar 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
Direct download: Newfo-1208-_930and922_EVERGREEN_5seg_CB32k.mp3
Category:Investment Management -- posted at: 1:14am PST |
Sun, 7 December 2014
Val Vandervort, real estate agent from Keller-Williams discusses the status of Bay Area real estate. She also discusses the usual buyer in the Bay Area. Should you wait for interest rates to rise? The process of selling a home and speculation on the 2015 real estate market. Click HERE to sign up for our upcoming seminar! 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 |
Fri, 5 December 2014
Rob and I discuss low mortgage rates and how they can alter your retirement plans. We also discuss Apple’s next six months, calculating the affordability of a mortgage, Streaming video vs. Cable TV and Brian Sozzi from TheStreet.com talks holiday retail trends. To sign up for our upcoming seminar or webinar, 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 |
Wed, 3 December 2014
Rob Black takes a look at the global markets, specifically at oil stocks around the world. Keeping inherited items from dividing your family. Dr. Jeff Rosen talks Russia sliding into a recession and the tough love world of saving for retirement and not overspending during the holidays. 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 |
Wed, 3 December 2014
Chad Burton, CFP®, and Rob Black talk about the five biggest retirement risks, including market risk, inflation risk and longevity risk, and explain what you can to do manage those risks and position yourself for a secure retirement. Commercial-Free
Direct download: retirement_risks_inflation_TIPS_foreign_exposure_June_31000_rbcb_40.mp3
Category:Retirement Planning -- posted at: 2:36pm PST |
Tue, 2 December 2014
Year-end tax advice and the rise of fraudulent investments in the growing marijuana industry and private real estate.
Today I discuss year-end tax info to get to your tax advisor, the rise of fraudulent investments regarding the marijuana industry and in private real estate and I take calls on energy ETF’s, how to title a home in a second marriage and when to buy life insurance. 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
Direct download: Newfo-1202-1400_Evergreen32k.mp3
Category:Investment Management -- posted at: 6:19pm PST |
Mon, 1 December 2014
Today’s guest is Briefing.com Senior Technical Analyst, Scott Smith, CMT. Scott and I discuss current market trends from a technical angle. I also cover listener questions on pulling money from a 457 plan to buy a home, year-end planning issues and whether or not I am concerned with the Harry Dent Jr. prediction that baby boomers will sell all the stocks at retirement and cause a market crash. 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 |