Tue, 25 April 2017
Could self driving cars unseat truck drivers? As technology and automation efficiency improves many Americans stand to lose their jobs. Where should investors be looking to put their money and what social issues should be taken into consideration?
Whether you're 20 or you're 60, managing your money can get complicated. Please join us for one of our two seminars to learn strategies that can help you build wealth, invest confidently, retire better, and pass on your estate while minimizing taxes. Click HERE to sign up!
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, 24 April 2017
Where is the market today and what are our biggest issues looking forward? Today I discuss market stories and their affects.
Where are we at today? International developed funds and ETF’s saw a nice pop in the market today and banks and small caps rebound from their post-“Trump Bump” decline. Briefing.com posts an article about North Korea, the boarder wall and Trump’s tax plan. I also rant about people who research market news articles that only reflect their mood. Other topics include:
Whether you're 20 or you're 60, managing your money can get complicated. Please join us for one of our two seminars to learn strategies that can help you build wealth, invest confidently, retire better, and pass on your estate while minimizing taxes. Click HERE to sign up!
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.
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Tue, 18 April 2017
On today’s show I explain maximizing your income taxes through proper tax bracket management. This starts with making sure your IRA withdrawal and Roth conversion plans match your estate planning goals. You may want to take advantage of a Stretch Roth IRA or Stretch IRA in your estate plan. I then move on to other estate planning mistakes such as non-qualified annuities, creating a separate trust for younger or spendthrift children, not using IRA's to donate to charities and estate planning tips if you have saved $5.5 million or more. Towards the end of the show I discuss what needs to be done after someone dies, from getting the estate tax ID number and death certificates to contacting social security and other professionals.
Whether you're 20 or you're 60, managing your money can get complicated. Please join us for one of our two seminars to learn strategies that can help you build wealth, invest confidently, retire better, and pass on your estate while minimizing taxes. Click HERE to sign up!
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 |
Mon, 17 April 2017
Americans are well aware that tax returns and IRA contributions must be postmarked by tomorrow, but so many avoid filing extensions even though that may be the best option. I explain how to handle self-employed income and how the Schedule C tax differs from the LLC and S Corp. Other topics include:
Whether you're 20 or you're 60, managing your money can get complicated. Please join us for one of our two seminars to learn strategies that can help you build wealth, invest confidently, retire better, and pass on your estate while minimizing taxes. Click HERE to sign up!
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.
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Tue, 11 April 2017
Today I discuss the building blocks of investing your first $1 Million by discussing several different types of IRA accounts and tips for funding them. What requirements must you meet to qualify for your 2016 IRA contribution? No matter what happens in the next 4 years, taxes will eventually go up. I explain what is tax planning really is and how it changes as you enter retirement. I also review several tax planning strategies including IRA to Roth conversions, incentive stock options, 83 (b) elections and more.
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.
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Mon, 10 April 2017
Today’s market news covers everything from the French elections to US action in Syria while we await the first wave of earnings reports
It’s going to be a short but interesting week for the market. An anti-EU French Presidential candidate is gaining ground and Trump’s moves in Syria could be viewed as a way of intimidating North Korea and China. Earnings reports will be coming in soon with high expectations while sectors that had the biggest "Trump Bump" did not preform well for the quarter. I also cover a Think Advisor article with good news for people with pension plans. Other topics 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.
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Tue, 4 April 2017
Are we seeing another real estate bubble? I also discuss financial spring cleaning and why some people should still consider owning bonds
Between low interest rates and cash buyers, is real estate an issue again? Many baby boomers have been cashing in on their Bay Area homes. is this due to great appreciation or smart retirement planning? A recent poll shows almost half of the Millennials are looking to leave since housing and income are nowhere near in sync. So what is a smart way to use your house as part of your retirement plan? What do you do when capital gains taxes are too much to swallow? Other topics 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.
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Mon, 3 April 2017
How do the feds and rates affect the economy? I also discuss collaborative divorce and a retirement IQ survey
How do interest rates and credit cycles affect the economy? With improved market numbers and rates finally starting to rise, how will the Federal Reserve act under Trump? The situation of one woman showcases this nasty social security side effect of divorce. What is a collaborative divorce, how does it work and when does it not work? I also discuss Backdoor Roth IRA strategies and this retirement IQ survey by Fidelity –is your financial IQ on track?
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-0313-1700_Evergreen_32kencore.mp3
Category:Retirement Planning -- posted at: 3:00pm PST |