Mon, 29 February 2016
Today I discuss healthy inflation in the US, avoiding private REIT’s and building a strong portfolio.
Today I discuss several market stories on the overall look of 2016’s market, weak consumer inflation data out of Eurozone, healthy inflation in the US and China cutting central banks’ reserve requirement. United Development Funding blowing up Twitter causes me to reiterate why I caution others to stay clear of private REIT’s. Other topics for discussion include:
Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 from 2:00-3:00 p.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com. |
Thu, 25 February 2016
Starting off today we will hear Kym’s recent interview of Sir Richard Branson as he talks about upcoming innovations, the decline of new startups and areas we are failing to innovate. After that Kym will reintroduce us to Extreme Tech Challenge winner Eric Dy from Bloom Technologies. Kym will have Eric describe his time on Necker Island before explaining why 40 year old technology is only one problem that motivated him to get involved in women’s healthcare. He then explains how his noninvasive device works and how it differs from ultrasounds. We also learn about Eric’s plan to distribute to developing countries with little access to healthcare, possibly helping Zika affected mothers and an IBM partnership.
To have your questions answered by Kym and her guests call 1-800-516-1220 on Thursdays from 2:00-3:00 p.m. (PDT)
Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 from 2:00-3:00 p.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com. |
Tue, 23 February 2016
Rob Black discusses Fitbit’s 14% drop, millennial focused ETF’s and the markets return from crisis mode.
Rob Black shares several market stories including Home Depot's 4th quarter dividends increase, airline companies raising prices after hitting 5 year lows, Chipotle suffering from menu fatigue and Fitbit’s future after a sharp drop. I call in to talk about the dangerous trend of companies creating millennial-centric ETF’s that focus on only tech sectors and estate planning tips with millennials in mind. Patrick O’Hare calls in and explains the markets turnaround from crisis mode to normal in a two week span. He also gives us his opinion about the uncertainty surrounding Janet Yellen, the next direction for housing after 6 years of steady recovery and the possibility of internet stocks hitting a bubble. Rob then takes call from Jesse who saved diligently for retirement, but didn’t factor in the healthcare costs for Parkinson’s disease which he was diagnosed with 3 years ago.
Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 from 2:00-3:00 p.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com. |
Mon, 22 February 2016
Today I discuss S&P 500 earnings results and which sectors are outperforming. I review asset classes and sectors where many managers are bargain hunting for deals for the next five years. I give my input on real estate prices and cover:
I also take a call from Bill with a question on adding additional income to his portfolio with a dividend growth ETF.
Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 from 2:00-3:00 p.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com. |
Thu, 18 February 2016
Today Kym is joined by Supernatural actor, Travis Aaron Wade. Kym will start out by having Travis tell us about a trip to Mexico that gave him the urge to join the military fresh out of high school and the entrepreneurial spirit his parents instilled in him early in life. He then tells us about a common accident that led him to create a time released candle wick, and getting it purchased by a candle company. Kym also asks Travis about his t-shirt company, Arm The Animals, which helps animals in need as well as a dog shampoo company he is currently launching.
To have your questions answered by Kym and her guests call 1-800-516-1220 on Thursdays from 2:00-3:00 p.m. (PDT)
Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 from 2:00-3:00 p.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.
Direct download: Newfo-0218-1600_KYM_w_Travis_Aaron_Wade32k.mp3
Category:Technology -- posted at: 7:28pm PST |
Tue, 16 February 2016
Today I take a look at what is going on with earnings and some specific emotional issues affecting the market. I explain some basic portfolio assumptions, using your extra money to invest or pay off your mortgage and how earthquake insurance fits into that decision. I also respond to an email from Barry about using options to protect wealth.
Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 from 2:00-3:00 p.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com. |
Sun, 14 February 2016
Today I discuss retirement wealth management issues including the new myRA account, phasing out plans, new retirement withdrawal rate guidelines, and rules for 1031's and renting out vacation homes.
I rant about the uselessness of the new government created myRA program and its regulations. I also discuss:
I also respond to a listener's email about selling a rental property for a vacation home under a 1031 exchange and talk about rules for creating income on your vacation home.
Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 from 2:00-3:00 p.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.
Encore Edition
Direct download: Newfo-1109-1500-EVERGREEN_W_COMPRESSION32kencore2.mp3
Category:Retirement Planning -- posted at: 10:46pm PST |
Thu, 11 February 2016
Kym learns about Scanadu from co-founder Sam De Brouwer. Sam tells us about the many medical situations Scanadu helps monitors and how it gets its data. What tragedy prompted Sam and her husband Walter to create this patient friendly medical device and what makes it better than wearable health trackers? Sam talks about how they rank against their competition and the anticipation surrounding the final product. Jaymes Hines (StartupEdTech.com) asks Sam if she plans on challenging developers to create ongoing software for Scanadu. How can you get your own Scanadu? Kym also talks to Jamie Siminoff about the Ring Video Doorbell; the doorbell that allows you to see and talk with your visitor before answering safely using your smartphone.
To have your questions answered by Kym and her guests call 1-800-516-1220 on Thursdays from 2:00-3:00 p.m. (PDT)
Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 from 2:00-3:00 p.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com. Encore Edition |
Tue, 9 February 2016
Rob Black discusses the S&P 500 correction, reducing your mortgage rates and the overall feel of the market.
Rob Black takes over as host today and calls me up for some commentary about 60% of S&P 500 stocks having a correction. I also offer some planning opportunities to consider in a bear market. Tony Mendes calls in and explains if you should pay points to reduce the loan rate on your mortgage. He also chats with Patrick O’Hare about the markets exposure to China, if there are any areas of value currently in the market and investing in this environment. Rob also talks about the recent growth in job openings and a Super Bowl ad that is creating alarm.
Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 from 2:00-3:00 p.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com. |
Mon, 8 February 2016
Today I discuss recent market actions supporting long term stocks, preparing for a recession and real estate issues.
I discuss how recent market actions affect international economies and how junk bonds fit into this mess. Last year’s weird market prompts a discussion about preparing your portfolio for an expected recession. I explain some problems stemming from Chinese money flowing into the US through real estate purchases and real estate mistakes you should never make. I also give a couple of scenarios to explain the new social security rules regarding the "file and suspend" and "restricted application" strategies.
Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 from 2:00-3:00 p.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com. |
Thu, 4 February 2016
Today Kym takes a look at the technology surrounding Super Bowl 50 with Akif Malic and Steve Wilkes.
Sports Colab is an accelerator that helps startups focused on all aspects of sports. This week Kym welcomes founder and CEO Akif Malik into the studio. After learning about his transition from medicine to sports and his attempts to bring the Olympics to Chicago, Akif tells us about his time working with multiple companies for Major League Baseball. Kym and Akif then move on discuss some of the biggest trends at Super Bowl 50 including CrowdOptic video streaming smart glasses and Next Gen Stats which implants sensors into the shoulder pads of football players, tracking running speed, hits and other statistics. Kym also calls up Steve Wilkes, founder and CEO of Striim, a company that uses real time streaming analytics in order to prevent more mishaps from happening during the big game. Steve tells Kym how Janet Jackson’s “wardrobe malfunction” in 2003 could have been avoided. We also find out about possible issues Steve believes need to be addressed this year and the preventative measures at Levis Stadium that impress him.
To have your questions answered by Kym and her guests call 1-800-516-1220 on Thursdays from 2:00-3:00 p.m. (PDT)
Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 from 2:00-3:00 p.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com. |
Thu, 4 February 2016
You need a financial planner you feel comfortable with and whose fees you clearly understand. Chad Burton, CFP®, and Rob Black discuss the steps you can take to get there. Commercial-Free
Direct download: 31136_RBCB_Fee_based_planning_16.mp3
Category:financial planning -- posted at: 3:46pm PST |
Tue, 2 February 2016
Today I respond to listener questions about mutual funds and discuss financial planning with elderly family members.
I answer questions about 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 discuss:
Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 from 2:00-3:00 p.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com. Mashup-Edition |
Mon, 1 February 2016
Rob Black takes over for me today and opens by discussing how millennials will shape future stock markets with their preference to spend money on experiences over material goods. He also gives us about several investing strategy tips that bear repeating:
Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 from 2:00-3:00 p.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.
Direct download: Newfo-0201-1600_w_comp_redo_of_robs_show32k.mp3
Category:general -- posted at: 3:19pm PST |