Fri, 27 February 2015
Rob recaps a fantastic February in the stock market and I discuss why risk tolerance and rebalancing are critical to good investors. Tony Mendes takes a look at housing in 2015 and weighs in on some forecasts made by Forbes. He also dissects how FHA loans work. Then Michael Learmonth, Tech Editor of the International Business Times discusses important news like a patent lawsuit between Apple and Erickson. 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, 26 February 2015
Today Rob discusses the wave of retiring baby boomers in the US. Will net neutrality affect certain stocks and markets and what might happen if internet speeds are become metered? I discuss tonight’s webinar and how delaying social security can help your investing strategy. Lytro promises to revolutionize the world of digital photography and what will happen to Berkshire-Hathaway when Warren Buffet dies? I also discuss how to re-balance your portfolio in retirement and much, 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. Commercial-Free |
Wed, 25 February 2015
Rob and I discuss new retirement vehicles like “longevity insurance” and how it works. Tony Mendes discusses credit repair and which bills you shouldn’t pay if you can’t pay one. Is investing in tobacco a good idea and Dr. Jeff Rosen discusses the fresh market and housing numbers. Warren Buffet’s investment in John Deere and Rob takes a call on Monsanto’s stock. To sign up for our webinar 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 |
Tue, 24 February 2015
Today I go over tax issues when inheriting money including IRA’s. I discuss gift tax rules and the advantages of using 529 plans for estate planning and college planning. I also take a look at renting a home vs. buying. I go over an email question regarding using life insurance as an investment and explain the American Opportunity Tax Credit for college.
To sign up for our webinar 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-0224-1500_possible_evergreen_w_editing32k.mp3
Category:financial planning -- posted at: 7:37pm PST |
Mon, 23 February 2015
Today I discuss the steps to build a retirement portfolio that lasts. The White House plans to make tougher rules commission based advisors that manage retirement accounts and don’t have your best interest in mind. Are interest rate increases coming sooner than later?
I also take a caller who has a question about rebalancing his 401k, then I clear up some mis-information regarding taxes on inherited money. Sign up for Thursday's webinar 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 |
Fri, 20 February 2015
Rob talks to Bay Area entrepreneur Elvis Lieban about starting a business from scratch. He also discusses his personal views on running a business, expanding, managing the astronomical bay area rent and the current coffee market.
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-0130-1500--RBELVIS_EVERGREEN32Kreplay.mp3
Category:Investment Management -- posted at: 1:26pm PST |
Thu, 19 February 2015
Wal-Mart decides to give raises to 500k employees and the effect it will have. I discuss ETFs and why fees in ETFs and mutual funds are not always a bad thing. I also list some of the unknown costs encountered in retirement. Rob discusses the drastic change in the way we consume media and smart phones look to take an even bigger market share. Jack Mohr of TheStreet.com weighs in on Wal-Mart’s decision to give raises to their employees and why they may have made that decision. Jack also speculates on the Apple car and toy companies. Click HERE to sign up for next week'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, 18 February 2015
Today’s top stories like an upswing in Americans taking out loans and is Apple’s decadence going to have a disastrous penalty? I also talk with Rob about estate planning laws and options for when you pass. Dr. Jeff Rosen reports in from TheStreet.com about disappointing housing numbers and Greece kicks the economic can down the road with another loan. Rob goes on to discuss topics like:
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, 17 February 2015
On today’s show I deliver an update on valuation and S&P earning reports for Q4 2014. I also discuss how to avoid having to amend your taxes, as well as the absurdity of our tax code and various ridiculous loopholes. You’ll also learn how the combination of living longer and low interest rates are a threat to your retirement and why volatility may increase. 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, 16 February 2015
Estate planning attorney Michelle Lerman calls in to tell us how to avoid family disputes using Robin Williams’ estate as an example. I also discuss 12 Common tax return mistakes and dangerous assumptions when calculating your retirement savings. Encore presentation To sign up for our webinar on Thursday, February 26, 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-0209-1500_w_MLerman_v232krepeat.mp3
Category:Estate Planning -- posted at: 10:58am PST |
Fri, 13 February 2015
Rob Black and I discuss recent news in the market and analysis of Robert Schiller’s grim message to investors. We also cover:
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, 12 February 2015
Rob and I discuss assumptions you’re probably making about retirement, like finding another job before you retire and assuming you’ll receive an inheritance. Identity theft hit a record high in 2014 and identity theft insurance. Chris Ciaccia of TheStreet.com discusses Tesla’s lackluster numbers and why Sony gave Disney rights to Spider-Man for free. Also, is Apple considering building a car? We cover all these topics 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 |
Wed, 11 February 2015
Today, Rob lets you in on the latest financial news from companies like GM, Staples, Tesla and more. I discuss portfolio construction and Rob discusses every parents’ worst nightmare. What you want to insure and not. Dr. Jeff Rosen of TheStreet.com analyzes the latest retail sales numbers. 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, 11 February 2015
In this episode, I discuss high yield bonds, master limited partnerships (MLPs) and how they tie to oil. I also cover more dangerous assumptions to make when calculating your retirement savings. 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 |
Mon, 9 February 2015
Estate planning attorney Michelle Lerman calls in to tell us how to avoid family disputes using Robin Williams’ estate as an example. I also discuss 12 Common tax return mistakes and dangerous assumptions when calculating your retirement savings. To sign up for our webinar on Thursday, February 26, 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-0209-1500_w_MLerman_v232k.mp3
Category:Estate Planning -- posted at: 9:00pm PST |
Fri, 6 February 2015
Tony Mendes sits in with Rob black today and they discuss why you want to plan out what you’ll do in your retirement before you get there. Tony also elaborates on Bay Area real estate and the issues young people face when buying a home. How Fremont is the up-and-coming place for real estate investors. Then they take a look at alternative cities to live and buy houses in for young 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
Direct download: Newfo-0206-1500-RBTM32k.mp3
Category:Real Estate investment -- posted at: 1:56pm PST |
Fri, 6 February 2015
How much of your portfolio should be in stocks when you retire? In this podcast, Chad Burton, CFP®, and Rob Black explain why the old investing rules of thumb may no longer apply. They also offer some tips on issues retirees should consider when making portfolio allocation decisions. Commercial-free
Direct download: 31108_RBCB_Stocks_v_Bonds.mp3
Category:Retirement Planning -- posted at: 1:34pm PST |
Thu, 5 February 2015
Rob lets you in on the latest market news and numbers. With a focus on stories and topics such as:
Sign up for our upcoming webinar on February the 26th!
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, 4 February 2015
Coca-Cola announces its new offering of milk with added protein. Rob and I talk about picking stocks solely by dividend yield. Staples buys its last competitor, Office Depot. Disney exceeds its quarterly expectations and expects even more from its “Frozen,” merchandise. Rob takes a listener’s call about the future of 3-D printing and Dr. Jeff Rosen of TheStreet.com checks in with the latest economic data. To sign up for our upcoming 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 |
Tue, 3 February 2015
Today I discuss why you should avoid working with people who tell you to invest because of fear and greed. Why using insurance contracts as a 401k alternative is a terrible idea. Also in the news, a new law in Delaware poses a threat to your digital property (photos, music, e-mail). 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, 2 February 2015
Today I discuss Q4 earnings results, gauging risk in your portfolio, the topic of “Collaborative Divorce”, and different ways incorrect emotions and beliefs regarding money that can lead to mistakes. To sign-up for our BRAND NEW webinar on Thursday, February th 26th, 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 |
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New Focus on Wealth with Chad Burton
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