Mon, 30 March 2015
Scott Smith, CMT of Briefing.com joins us to discuss technical indicators to watch & the details of Lending club
Scott Smith, CMT, of Briefing.com joins us to discuss technical indicators to watch. I answer a listener's email question about the pros and cons of Lending Club and I also cover different types of crowd funding. 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-0105-1500_EVERGREEN32kreplay.mp3
Category:Investments -- posted at: 8:51pm PST |
Fri, 27 March 2015
Rob discusses March’s abysmal performance and what it did to expectations. Greece cannot make its mind up about exiting or staying in the EU, much to everyone’s aggravation. Rob discusses the downside of the rising dollar. How your work-life balance can hurt your retirement accounts. Maria Gallucci of the International Business Times discusses how the drought and climate change are affecting banana production around the world. Are we misappropriating our water here in California? What you may not know about the almond industry. 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 March 2015
Rob Black discusses the latest and most relevant news stories that impact your bottom line. Such as:
Click here to register for our upcoming seminars in San Mateo on April the 25th. 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 March 2015
Today I discuss my rules of investing. I also talk about how technology has made it easier than ever to get started in investing and cheaper than ever to have a professionally managed portfolio. I take a call regarding how to evaluate a wealth manager and how returns are reported and discuss the extra challenges women face in 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. Commecial-Free |
Tue, 24 March 2015
Today I go over tax issues when inheriting money including IRA’s. What is the fastest way to $1 million. 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 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-0224-1500_Evergreen32k.mp3
Category:financial planning -- posted at: 1:01pm PST |
Mon, 23 March 2015
Chad goes over 13 ways to avoid “bad luck” in retirement, and is 2015 the year for international stocks?
Is 2015 the year for international stocks? How the dollar's ascent is good for investing in troubled markets overseas. Then Chad discusses an article found on TheSimpleDollar.com that helps you avoid 13 kinds of "bad luck" in retirement investing. Tips like:
To sign up for our upcoming seminar "Money 101" in San Jose on April 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 |
Fri, 20 March 2015
Rob discusses the differences between male and female spending in retirement and the changes each sex should make to improve their retirement savings. Other topics include:
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, 19 March 2015
Chris Ciaccia and Rob Black discuss today’s market stories that matter to your bottom line and Tony Mendes discusses what your age has to do with your ability to get a loan. Other topics include:
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, 18 March 2015
Rob Black discusses today’s important Fed announcement and healthcare costs after 65. We also go over:
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, 17 March 2015
Jack Mohr of TheStreet.com joins me and discusses how you need to take advantage of the strengthening dollar right now
Jack Mohr of TheStreet.com joins me and discusses how you need to take advantage of the strengthening dollar right now. We also go over:
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 March 2015
Today I discuss 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_replayon3-16-15Evergreen32k.mp3
Category:Retirement Planning -- posted at: 5:09pm PST |
Fri, 13 March 2015
Rob Black discusses and analyzes the more over-looked financial news stories of the week. Stories like GM reducing its warranties on Chevrolet and GMC vehicles. Also discussed is:
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 March 2015
Rob and I discuss taxes and in retirement as well as how to hand down your retirement to your heirs in a tax-free environment. We also discuss the topics of tonight’s seminar in Walnut Creek. How the younger generation might fare in retirement. Also, how much inflation will affect your nest egg and who are annuities good for? 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 March 2015
Rob Black analyzes and explains the latest market news and its impact on your portfolio. Rob and I discuss options for a listener with less than adequate savings. Some rules of thumb in retirement and myths about your budget in retirement. When should you start drawing from your IRA. Dr. Jeff Rosen chimes in on the Euro’s 12-year low. Sirius XM radio looks at their options without Howard Stern in their stable.
To sign up for our seminar TOMORROW in Walnut Creek, simply 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, 10 March 2015
Michelle Lerman answers the trickiest estate planning and tax questions I can give her. She also dissects irrevocable trusts and life trusts. We also discuss:
To sign up for Thursday seminar in Walnut Creek, 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-0310-1500_w_MLerman32k.mp3
Category:Retirement Planning -- posted at: 8:41pm PST |
Tue, 10 March 2015
As your loved ones age, they become more vulnerable to scams. Chad Burton and Rob Black talk about how to help your family members protect themselves, including the importance of developing a family plan and noticing the warning signs of a scam. Commercial-Free |
Mon, 9 March 2015
Michelle Lerman calls in to discuss Glen Campbell’s estate battle and planning when Alzheimer’s is involved.
Today, I speak with family Law attorney, Michelle Lerman who calls in to discuss Glen Campbell’s estate battle. She also discusses estate planning when Alzheimer’s is involved. See her tomorrow in Marin and at the seminar on Thursday in Walnut Creek. I take a listener call about estate planning and filing a final tax return. What investment products young investors should use to start their portfolio and which ones they should avoid. How to properly gauge your risk tolerance.
Don't forget to sign up for the seminar in Walnut Creek Marriot 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 |
Thu, 5 March 2015
Today I talk with Rob Black about the legalities of withdrawing money from retirement accounts and other costs that need to be factored into your retirement cost projection. Is monetary policy crushing the returns of retirees? Chris Sciaccia calls in to discuss the announcement of Apple’s wristwatch. Rob weighs in on Mark Cuban’s statement that today’s tech bubble is worse than that bubble 15 years ago and Costco’s profit surges. Click here to sign up for Thursday's semianar in Walnut Creek. 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-0305-1500_RBandCB32k.mp3
Category:Retirement Planning -- posted at: 10:15pm PST |
Wed, 4 March 2015
Today Rob Black discusses the market’s consolidation and the latest impacting financial news stories. He also discusses:
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 March 2015
Today I discuss the question of has real estate taken a back-seat to technology in the minds of America’s youth? I also discuss:
Details on our upcoming seminar in Walnut Creek on March 12. 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 March 2015
On today’s show I answer the question “Is the market over-valued?” How to know your risk score and when to re-balance your portfolio. Other topics include:
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 |