New Focus on Wealth with Chad Burton (Asset Protection)

Wed, 15 May 2019

Financial freedom can be gained through thoughtful asset accumulation, however, asset protection is just as important while building wealth as it is when living off your what you have accumulated.

Asset protection is an important piece of financial planning, but too often I see scammy seminars that try and sell you products that may or may not be right for you. Today I’m getting back the basics of asset protection which includes two main sections: building your wealth & protecting your wealth and ability to pull income. Other topics include:

Disability& term life insurance
Umbrella coverage for Carl
Asset protection from the courts
Identity theft & real estate protection
Creating income for 30+ years in retirement

Join Rob Black and I for our Retirement Income and Tax Planning Seminar at the Toll House Hotel in Los Gatos tomorrow, May 16th. Click HERE to sign up!

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_5-15-1932k.mp3
Category:Asset Protection -- posted at: 2:58pm PDT

Fri, 23 May 2014

Rob Black and Chad Burton, CFP® on keeping your money safe.

Rob Black hosts New Focus on Wealth in place of Chad Burton, CFP® where he discusses how to keep your money safe. He also covers items like:

Safe practices when accessing your online bank accounts
Rob and Chad answer a listener's E-mail regarding the avoidance of capital gains taxes.
Rob discusses earning season reports with Debra Borchardt of thestreet.com

And much, much more.

Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 from 1:00 p.m. to 2:00 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-0410-1400_RB_4seg32k.mp3
Category:Asset Protection -- posted at: 11:21pm PDT

Wed, 1 May 2013

Protecting Yourself from Identify Theft

Did you know that 7% of smartphone users had their identity stolen in 2011? In this podcast, Chad Burton, CFP®, explains why you need to take steps today to protect your identity and personal information. He discusses planning for the worst-case scenario, including buying disability insurance, ID theft insurance and umbrella liability insurance, as well as the importance of an annual credit score check and backing up critical data.

www.NewFocusFinancial.com
1-888-762-2423

Direct download: Protecting_assets_protect_identity_backup_data_disability_insurance_credit_report.mp3
Category:Asset Protection -- posted at: 10:30am PDT