Fri, 30 August 2019
![]() As the world we live in becomes increasingly more digital, estate planning takes on a whole new face with more and more things being stored online. Family photos are stored on the cloud, social media accounts stay active well after someone dies and important scanned documents may be difficult for the surviving family members to find. Next time you review your estate plan make sure your digital life is covered and not just your physical one.
Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com. |
Wed, 28 August 2019
![]() Years ago I thought you would have to be crazy to buy something you saw advertized on social media. Today I’ll admit that I actually bought something I saw on social media and it did not go well at all. Long story short, I fell victim to online fraud and may be out some money. Online security is something we all need to take seriously for more than one-time transactions. Don’t let something as simple as a weak password end up with you losing anything from a few dollars to your identity. Other topics include:
Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com. |
Tue, 27 August 2019
![]() If you’re trying to give somebody money for education do not give them the cash directly, pay the institution instead. Not only will you not have to file a gift tax return, but you are able to exceed the $15,000 limit. Believe it or not there is also a correct way to withdraw from a 529 plan; is your child getting the most out this money? Other topics include:
Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com. |
Wed, 21 August 2019
![]() Looking for stocks that are trading at a discount is called value investing. Traditionally this is done by looking at the P/E ratio and right now the valuation gap between expensive and cheap stocks is the lowest it has been in 9 years. Now that investors are turning their attention to quality stocks, value investing is something you should be keeping your eye on as periods of underperformance are followed by periods of outperformance. Other topics include:
Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com. |
Tue, 20 August 2019
![]() News headlines are stoking fear by saying that an inverted yield curve have predicts a recession within two years. Two years is an absurdly long time in the financial world and the factors that caused previous inverted yield curves are not causing the yield curve inversions we are seeing today. No one doubts the global slowdown is occurring, but corporations are finding ways to adjust and do business. Also:
Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com. |
Wed, 14 August 2019
![]() Too many people are underprepared for retirement and much of it is due to a lack of basic financial education. You should never stop funding a 401k based on who the president is, what he is saying or whatever geopolitical news is dominating the headlines. stop losing out on free money that is costing you your own retirement! Other topics include:
Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.
Direct download: Chad_Burton_Podcast_8-14-1932k.mp3
Category:Retirement Saving -- posted at: 6:00pm PDT |
Wed, 7 August 2019
![]() Astute investors realized that yesterday’s headlines were incredibly similar to those during last year’s September-December correction. Daunting headlines and investor Alzheimer’s make for a poor combination that can cause some people to panic out of the market which will typically result in a huge setback in your retirement. Daily headlines really don’t matter in the long run, what does matter is having a strategy that you stick to because you can not time the market! Other topics include:
Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com. |
Tue, 6 August 2019
![]() Many people classified yesterday as a “tough day for the markets”, but if you follow market trends it looks a lot like your typical August. The Feds cut interest rates for the first time in more than a decade with the 10 year treasury sinking to pre-Trump numbers. The end result: the most extreme inverted yield curve since 2008. Other topics include:
Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com. |
Wed, 31 July 2019
![]() Regular exercise and a proper diet are a key part of any retirement plan. Saving up a huge pile of money is no good if you end up spending most of it on doctor visits and prescriptions instead of vacations and grandkids. Do what you want in retirement simply because you can by focusing on your health before its too late! If you can do this the rest of your planning all falls under our 10 Pillars of Retirement Income Planning downloadable.
Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.
Direct download: Chad_Burton_Podcast_7-31-1932k.mp3
Category:Retirement Planning -- posted at: 6:00pm PDT |