Tue, 30 May 2017
More people are delaying retirement when money isn’t the reason. Today I discuss issues that are keeping people in the office
A recent survey reports that 61% of people are choosing to delay retirement. Today I discuss several reasons why more American’s are choosing to delay even when they don’t need the money. Behavioral finance mistakes can shave 2-4% off your returns. I'll tell you why. Listener questions:
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, 29 May 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?
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 visitwww.NewFocusFinancial.com.
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Tue, 23 May 2017
Timing is important in retirement. Be sure your financial plan fights major risks such as the order of stock market returns
It’s cheaper to invest now than ever before. The most important aspect of building wealth is systematically saving in low cost investments when issues such as timing the market mean nothing. Retirement presents major risks to your financial plan when things like inflation, health care costs and taxes can negatively affect your chances of long term success. Today I explain how to fight these risks using proper withdrawal strategies and double checking with Monte Carlo simulation. 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.
Encore Edition |
Mon, 22 May 2017
Did Warren Buffett really tell us to not own any bonds? Here is what I believe he really meant in his interview
30 year bonds approach historical lows, but Warren Buffett’s recent comment about the investment may have been taken out of context. Today I explain which generation he was addressing with his comment and why it should not be taken as a blanket statement to not own bonds at all. 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.
Direct download: Newfo-0509-1700_Evergreen_32k_no_seminar.mp3
Category:Investment Management -- posted at: 3:00pm PST |
Tue, 16 May 2017
Timing is important in retirement. Be sure your financial plan fights major risks such as the order of stock market returns
It’s cheaper to invest now than ever before. The most important aspect of building wealth is systematically saving in low cost investments when issues such as timing the market mean nothing. Retirement presents major risks to your financial plan when things like inflation, health care costs and taxes can negatively affect your chances of long term success. Today I explain how to fight these risks using proper withdrawal strategies and double checking with Monte Carlo simulation. 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 this Saturday 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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Mon, 15 May 2017
Ransomeware is causing big problems around the world; are you doing everything to keep your sensitive data safe?
The big news story this week is the WannaCry Ransomware attacks affecting businesses around the world. Learning to protect yourself online is important when family photos and financial data are at risk. Today I cover necessary practices such as keeping updated hardware and software, two-factor authentication and backing up your files. Decrease your chances of getting hacked! 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. |
Tue, 9 May 2017
Did Warren Buffett really tell us to not own any bonds? Here is what I believe he really meant in his interview
30 year bonds approach historical lows, but Warren Buffett’s recent comment about the investment may have been taken out of context. Today I explain which generation he was addressing with his comment and why it should not be taken as a blanket statement to not own bonds at all. 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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Mon, 8 May 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?
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 visitwww.NewFocusFinancial.com. Encore Edition
Direct download: Newfo-0313-1700_Evergreen_32kencore1.mp3
Category:Retirement Planning -- posted at: 3:01pm PST |
Tue, 2 May 2017
Are we truly seeing the best double digit earnings growth since 2011? I break down the real numbers.
I cover market news now that earnings reports are in on some of the bigger names. Apple increases its dividend and share buybacks program, but can’t sit on this much cash forever. I explain why the White House has to balance dollar strength with cash repatriotization issues such as the pitfalls of profits in other currencies flooding into the US market. 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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Mon, 1 May 2017
Today I discuss California’s real estate problem since half of the Bay Area millennials plan on fleeing, citing housing and cost of living as main reasons. I pick apart new tax plan rumors and explain standardized deductions vs. itemized deductions. 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. |