Fri, 24 October 2014
Rob sits in with me and discusses moves you’ll want to make in your financial game plan. Topics include: Ebola, Facebook, real estate, European Union, stronger dollar, UPS, Amazon, Apple, reverse mortgage & more.
For more information on tomorrow's Meet n' Greet in Bay Shores, click here.
Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 from Noon to 1:00 p.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com. Commercial-Free |
Wed, 22 October 2014
![]() Rob and I discuss market panic and how over-reacting to market news can cost you dearly during the rebound. We cover topics such as:
To sign up for our upcoming seminar, click here.
Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 from Noon to 1:00 p.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com. Commercial-Free |
Fri, 17 October 2014
![]() President Obama names an Ebola czar and a look at Apple’s premium pricing strategy. Rob also discusses:
To sign up for our upcoming seminar in Redwood Shores, clickHERE!
Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 from Noon to 1:00 p.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com. Commercial-Free |
Thu, 16 October 2014
![]() Today, Rob Black discusses international market news and how the drop in oil prices is like a tax-cut for American citizens. With other topics such as:
To sign up for our upcoming seminar, click here.
Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 from Noon to 1:00 p.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com. Commercial-Free |
Wed, 8 October 2014
Today on Rob’s birthday, we discuss tax deadlines that need to be addressed before the end of the year. Especially for investors, the self employed and why you need to meet with your CPA before it’s too late.
Tony Mendes defines what a portfolio lender does and how the process works, while Briefing.com's Chief Economist Dr. Jeff Rosen talks the fed’s rationale, employment numbers, wage growth & interest rates. Other points we discuss are:
To sign up for our upcoming event on October the 25th, click HERE.
Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 from Noon to 1:00 p.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com. Commercial-Free |
Thu, 2 October 2014
Rob discusses Sears’ decision to divest its Canadian unit and the many factors of Sears’ downfall. Topics such as:
To sign up for our upcoming seminar, click here.
Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 from Noon to 1:00 p.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com. Commercial-Free |
Wed, 1 October 2014
Rob Black discusses recent market trends and news vital to your financial health. He also discusses topics like:
Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 from Noon to 1:00 p.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com. Commercial-Free |
Thu, 25 September 2014
Rob Black talks with CFP Chad Burton about Tesla, social security planning, taxes & when to pay them. Other topics include:
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-0815-1400-RBencore_32k.mp3
Category:financial planning -- posted at: 12:20pm PST |
Wed, 24 September 2014
Rob Black discusses the latest stock market news and headlines. He covers items like:
To sign up for tomorrow's event in Redwood City, register here! Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 from Noon to 1:00 p.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com. Commercial-Free |
Tue, 16 September 2014
On today's show, I discuss REITs and we take a listener's phone call about a lifetime income annuity. Also covered is:
Email me your money question at chad@newfocusfinancial.com, or call the show at 1-800-516-1220 from Noon to 1:00 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-0708-1400_5seg_EVERGREEN_CB32kencore.mp3
Category:financial planning -- posted at: 12:10pm PST |
Mon, 8 September 2014
![]() Today I discuss a WSJ/Morningstar study that revealed the majority of 5 star funds fail to keep the top rating ten years later. I also cover topics such as:
For tickets to my upcoming San Jose seminar on Sept, 11. Click here.
Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 from 12:00 p.m. to 1:00 p.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com. Commercial-Free |
Tue, 2 September 2014
Rob Black revisits his live broadcast from The Money Show in San Francisco. Over the course of the hour, Rob meets listeners and discusses:
Encore Presentation 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-0901-1400_Labor_day_repeat_of_0822-1400_RB_at_event_5seg32k.mp3
Category:financial planning -- posted at: 12:42am PST |
Tue, 26 August 2014
Chad Burton, CFP® joins Jim Kramer's researcher, Jack Mohr and discusses today's latest business stories. Together, they cover topics such as:
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 |
Fri, 15 August 2014
Rob Black talks with CFP Chad Burton about Tesla, social security planning, taxes & when to pay them. Other topics include:
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 |
Thu, 14 August 2014
![]() Rob Black discusses all things finance including questions and topics such as:
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 |
Wed, 13 August 2014
Briefing.com's Chief Economist Dr. Jeff Rosen discusses retail sales numbers, the labor market, employment reports, Obamacare' effects on employment, the manufacturing sector and even more! Other topics include:
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 |
Wed, 6 August 2014
Rob Black discusses today's business headlines and tells you what you need to know to look out for your bottom line. He also discusses topics such as:
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 |
Tue, 5 August 2014
Rob Black sits in for Chad Burton, CFP® and discusses all aspects of creating wealth for today and tomorrow. With topics such as:
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-0805-1400_RB_5seg_32k.mp3
Category:financial planning -- posted at: 2:26pm PST |
Fri, 1 August 2014
Rob Black discusses the mindset and goals you need to start a business. He also focuses on:
Email your money question to chad@newfocusfinancial.com Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.
Commercial-Free
Direct download: Newfo-0801-1400-RB_EVERGREEN32k.mp3
Category:financial planning -- posted at: 2:08pm PST |
Thu, 31 July 2014
Rob Black sits in for Chad Burton, CFP® and discusses ways to make you a better investor. With topics such as:
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 |
Mon, 21 July 2014
![]() On today's show, CFP® Chad Burton, discusses REITs and takes listener phone calls about a lifetime income annuity. He also covers:
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. Encore presentation Commercial-Free
Direct download: Newfo-7-22-_replay0708-1400_5seg_EVERGREEN_CB32k.mp3
Category:financial planning -- posted at: 4:13pm PST |
Tue, 1 July 2014
Rob Black goes over some of the less-thought-about aspects of retirement planning and current financial outlooks in this encore presentation of New Focus on Wealth. He also covers topics such as:
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.
Encore presentation Commercial-Free
Direct download: Newfo-0701-_rply_0606-1400-RB_EVERGREEN32k.mp3
Category:financial planning -- posted at: 10:57pm PST |
Thu, 26 June 2014
Rob Black and Chad Burton discuss portfolio and money management strategies. With topics such as:
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 |
Tue, 24 June 2014
Today Chad discusses how love stacks up against debt. How would you handle your fiancé’s crushing debt? Also covered are topics such as:
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-0624-1400_EVERGREEN32k.mp3
Category:financial planning -- posted at: 6:28pm PST |
Mon, 23 June 2014
![]() An analysis of how much cash you'll need in your IRAs if you are taking required minimum distributions with Certified Financial Planner®, Chad Burton. He also details other topics like:
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 |
Wed, 11 June 2014
![]() Rob talks about moving to South America in retirement and simple everyday things you can do to give yourself an edge in retirement. He also focuses on:
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-0611-1400_RB_4seg32k.mp3
Category:financial planning -- posted at: 2:08pm PST |
Tue, 10 June 2014
Rob Black discusses various facets of your portfolio and what to look out for. He focuses on aspects like:
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 |
Tue, 10 June 2014
As an alternative to bonds, no-load annuities can have a valuable place in your portfolio. But many people are stuck with high-fee, commission-based annuities instead. Chad Burton, CFP®, offers tips on how to exchange your existing annuities for better products. Commercial-Free |
Mon, 19 May 2014
Chad Burton, CFP® discusses quantitative easing and how it affects your portfolio. He also covers topics such as:
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 |
Mon, 12 May 2014
Roughly half of marriages end in divorce. Chad Burton, CFP®, and Rob Black explain how a prenuptial agreement can help protect you, especially if you're on your second marriage. Commercial-Free |
Fri, 9 May 2014
Chad Burton’s, CFP®, was a guest today with Rob Black on “Rob Black & Your Money”. Topics they discussed:
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 |
Wed, 30 April 2014
![]()
Chad Burton, CFP®, discusses financial issues revolving around kids and money. Special guests Eli and Ava Burton. Topics include:
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.newFocusFinancial.com.
Chad Burton, CFP®, guest today was Financial Analyst Nicole Urken from thestreet.com. Topics they discussed: * Weak earnings season
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-0429-140020EVERGREEN2832k29.mp3
Category:financial planning -- posted at: 12:44pm PST |
Fri, 25 April 2014
Chad Burton, CFP®, sits in with Rob Black and talks financial planning for 2 hours. Topics include: * Financial Planning
Commercial-Free |
Wed, 23 April 2014
Chad Burton, CFP®, discusses several questions facing those planning for retirement: Will your entire social security benefit be spent on health care costs? 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 |
Thu, 17 April 2014
![]()
Today's guest is Nicole Urken of TheStreet.com discussing earnings reports of YHOO, CSX and others.
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.newFocusFinancial.com.
Commercial-Free
Direct download: Newfo-0416-1400_w_Nicole_32k.mp3
Category:financial planning -- posted at: 3:23pm PST |
Wed, 16 April 2014
![]() Chad Burton, CFP ®, talks current marketnews, drones, china, long-term care and small bump in inflation. Thoughts on bonds and a pullback in rates giving investors a second chance to fix their bond portfolios. Email your money question to chad@newfocusfinancial.com, or call the show at 1-800-516-1200 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-0415-140020EVERGREEN2832K29.mp3
Category:financial planning -- posted at: 2:38pm PST |
Tue, 15 April 2014
Chad Burton, CFP®, discusses how you go about toalign your retirement income goals with your estate planning goals.as well as:
Email your money question to chad@newfocusfinancial.com, or call the show at 1-800-516-1200 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 |
Mon, 17 March 2014
Rob Black discusses how people have to live through four or five recessions before they view recession as a normal, non-threatening part of the business cycle.
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-0314-1400_RB_EVERGREEN32k.mp3
Category:financial planning -- posted at: 2:49pm PST |
Tue, 11 March 2014
Chad Burton, CFP®, discuses some of his favorite financial publications, including Lessons from the Millionaire Next Door.
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-0310-1400_first_seg_evergreen32k.mp3
Category:financial planning -- posted at: 12:39pm PST |
Thu, 27 February 2014
Chad Burton, CFP®, discusses what to do with $100,000, as well as:
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 |
Tue, 4 February 2014
Chad Burton, CFP®, discusses emerging markets and countries with large account deficits as well as:
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) Commercial-Free |
Thu, 30 January 2014
Rob Black discusses what is wrong at Apple as well as:
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 |
Mon, 27 January 2014
Rob Black discusses why 401k plans are the best saving vehicles. Rob also discusses:
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 |
Fri, 24 January 2014
Rob Black discusses why you should consider changing your residency for better job opportunities, more affordable housing, and to get ahead with finances. Rob also discusses:
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) Commercial-Free |
Tue, 7 January 2014
Chad Burton, CFP®, discusses the basics on saving, life insurance, disability insurance and focusing on increasing your ability to earn more money. Chad also discusses:
Commercial-Free |
Thu, 2 January 2014
Women face certain financial decisions that men don't. In this podcast, Chad Burton, CFP®, and Rob Black discuss how having children affects your finances and the problems that can arise when a wife outlives her husband. They also review the importance of having an estate plan and why you should be a saver rather than a spender. Commercial-Free
Direct download: 31039_rbcb_78_spousal_death.mp3
Category:financial planning -- posted at: 9:30am PST |
Wed, 27 November 2013
Setting priorities is the most basic, yet essential, financial planning step you can take. In this podcast, Chad Burton, CFP®, and Rob Black discuss how to identify your priorities and adjust your goals as your life changes. They also share their own personal "bucket list" items. Commercial-Free |
Wed, 6 November 2013
Chad Burton, CFP® and Rob Black, of Rob Black & Your Money, discuss the basics of building and keeping wealth. 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-1025-1300_CBRB_evergreen32k.mp3
Category:financial planning -- posted at: 11:22am PST |
Tue, 5 November 2013
Guest host, Rob Black, of Rob Black & Your Money fills in for Chad Burton and discusses the importance of having health care and term-life insurance. Rob also discusses the market numbers and big stories of the day. 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 |
Wed, 30 October 2013
Chad Burton, CFP®, discusses ways to create income that is guaranteed for life by an insurance company. Chad also discusses:
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 |
Tue, 8 October 2013
Guest host, Rob Black, of Rob Black & Your Money fills in for Chad Burton and shares what type of investments individual investors and financial advisors should avoid. Rob also breaks down the market numbers and big stories of the day. 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 |
Fri, 4 October 2013
Guest host, Rob Black, of Rob Black & Your Money fills in for Chad Burton and shares strategies for creating wealth by having a certain mindset. Rob also breaks down the market numbers and big stories of the day. 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 |
Thu, 3 October 2013
Seventy percent of Americans don't have a budget. That's a truly alarming statistic. In this podcast, Chad Burton, CFP®, and Rob Black discuss how challenging it can be to stop splurging on items like new cars, the latest technology and memorable vacations and why people need to control their spending so they can fund their retirement. Commercial-Free
Direct download: 31046_rbcb_83_spending__saving.mp3
Category:financial planning -- posted at: 9:00am PST |
Tue, 1 October 2013
Chad Burton, CFP®, discusses the worst scams and financial advisors of 2013. Chad also discusses estate planning and how to keep a vacation home in your family for many years to come. 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 |
Thu, 19 September 2013
Chad Burton, CFP®, discusses what to think about when investing in your child's education. Chad also discusses how to invest your money when your income increases. 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 |
Wed, 18 September 2013
Chad Burton, CFP®, discusses estate planning issues including gift taxes and charitable remainder trusts and ILIT's. Chad also discusses managing your home equity in retirement and gain exclusions. In addition, Chad takes your phone calls and answers questions related to 401ks vs. Roth IRAs and merging assets when getting married. 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 |
Fri, 30 August 2013
People who are married—and even couples who are co-habiting—need to take action to protect their assets. In this podcast, Chad Burton, CFP®, and Rob Black discuss the co-mingling of assets and what steps people can take (including getting a pre-nup) to protect their wealth in case a relationship ends. Commercial-Free
Direct download: 31032_rbcb_71_palimony__pre-nups.mp3
Category:financial planning -- posted at: 9:43am PST |
Thu, 22 August 2013
Chad Burton, CFP®, discusses the top financial mistakes that people make and how to make better financial decisions so you can have a comfortable retirement. 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 |
Tue, 20 August 2013
Chad Burton, CFP®, shares financial planning tips for when a loved one passes away. In addition to breaking down the market numbers and the big stories of the day, Chad also takes your calls and emails and answers your money questions related to international funds, annuities, and social security. 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. Commerical-Free |
Mon, 19 August 2013
Chad Burton, CFP®, shares important pre-marriage financial advice such as income, debt, budget, estate planning, renting vs. buying a home, and how to set up a well-crafted prenuptial agreement. Chad also takes your calls and emails and answers your money questions related to asset classes and retirement. 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-0815-1300_EVERGREEN_32k.mp3
Category:financial planning -- posted at: 4:42pm PST |
Fri, 9 August 2013
Chad Burton, CFP®, discusses the pros and cons of being self-employed such as business structure, benefits, the hidden extra costs, and taxes. Chad also goes in depth about indexes. 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. Commerical-Free |
Thu, 18 July 2013
Guest host, Rob Black, of Rob Black & Your Money fills in for Chad Burton today and discusses important warning signs to look out for when choosing a financial planner. Rob also breaks down the market numbers and big stories of the day. 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. |
Thu, 11 July 2013
Chad Burton, CFP®, discusses what to do when your parents can no longer make financial decisions on their own. Chad also breaks down the market numbers and big stories of the day. 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. |
Thu, 20 June 2013
Guest host, Rob Black, of Rob Black & Your Money fills in for Chad Burton today and breaks down the market numbers and big stories of the day. He also discusses the importance of budgeting, planning, and goal setting.
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Tue, 18 June 2013
Guest host, Rob Black, of Rob Black & Your Money breaks down the market numbers and big stories of the day. He also takes phone calls and money questions related to taxes, insurance, retirement planning, estate, planning and investing. 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)
Direct download: Newfo-0614-1300_w_Rob_32k.mp3
Category:financial planning -- posted at: 10:36am PST |
Wed, 13 February 2013
How can you use stock options as part of your overall financial plan? In this podcast, Chad Burton, CFP®, discusses the different types of stock options you need to know about (restricted, incentive and non-qualified stock options) and why and when you should diversify out of your stock options. He'll also explain why incentive stock options are becoming more popular again and discuss when to sell and reinvest an Employee Stock Purchase Plan. www.NewFocusFinancial.com
Direct download: Planning_with_stock_options_treat_as_income.mp3
Category:financial planning -- posted at: 5:58pm PST |
Thu, 17 January 2013
In this episode Certified Financial Planner™, Chad Burton discusses the debt ceiling, the potential sequestration, the banking sector, Apple, technology ETFs, whether or not you should include your home or other real estate as assets available for retirement, buy-write funds and other alternative investments. 1-888-762-2423 |
Tue, 8 January 2013
In this episode Certified Financial Planner™, Chad Burton, discusses the changes to the tax code as a result of the recent fiscal cliff tax bill, the upcoming debate on the debt ceiling, the potential sequestration, and when NOT to roll over your 401k. 1-888-762-2423 |
Tue, 11 December 2012
In this episode Certified Financial Planner™, Chad Burton, discusses current business news, the federal reserve, special dividends, investing for college with financial aid and FAFSA in mind, disability insurance, credit checks on loved ones, treasury bonds, annuities and more. 1-888-762-2423 |
Mon, 10 December 2012
Learn about the basics of estate planning. We cover how a trust is different from a will, the importance of establishing a living trust (avoid probate, save on estate taxes), and protecting legacy wealth for your heirs. www.NewFocusFinancial.com
Direct download: Living_Trusts_Probate_cost_Estate_Tax_Credit_Shelter.mp3
Category:financial planning -- posted at: 12:45pm PST |
Mon, 10 December 2012
How do you know if you have saved enough for retirement? In this podcast, Chad Burton, CFP®, discusses the importance of having a detailed financial plan, offers guidance on analyzing your household spending, taxes, mortgage, and health care costs, and shares tips on adjusting for inflation. Finally, he touches on important financial assumptions and cash flow analysis. www.NewFocusFinancial.com
Direct download: How_much_do_you_need_for_retirement.mp3
Category:financial planning -- posted at: 12:00am PST |
Mon, 10 December 2012
You don’t need a degree in finance to understand the basics of mutual funds. In this podcast, Chad Burton, CFP®, explains the difference between mutual fund shares (A, B, C and Z shares); no-load funds versus loaded funds; and a front-end versus differed sales charge. Finally, he reviews stock market index funds (ETFs, Vipors). www.NewFocusFinancial.com
Direct download: Fee_based_financial_planning_z_shares_load_funds.mp3
Category:financial planning -- posted at: 12:00am PST |
Tue, 27 November 2012
In this episode Certified Financial Planner™, Chad Burton, discusses current market and economic issues, common retirement planning mistakes, resetting goals and expectations if you have started saving too late, 401k rollovers and lump sum distribution mistakes, investing too aggressively in retirement, social security and Medicare B Cost increases, and the high level of uncertainty retirees face these days. 1-888-762-2423 |
Tue, 20 November 2012
In this episode Certified Financial Planner™, Chad Burton, discusses current market and economic issues, existing home sales, pension buy-out offers, living trusts, tracking cash flow in retirement, tax efficient retirement income planning, and how to handle your old life insurance policies in retirement. 1-888-762-2423
Direct download: Chad_Burton_11-19-12_Medium.mp3
Category:financial planning -- posted at: 5:17pm PST |
Tue, 6 November 2012
In this episode Certified Financial Planner™, Chad Burton, discusses Q3 earnings, the election, a disappointing retirement survey showing how Americans are not prepared, Exchange Traded Funds (ETFs) and the “fee war”, retirement date funds, and using IRA’s to pay for a home. 1-888-762-2423 |
Tue, 30 October 2012
Unexpected events around the world can send shocks through your portfolio, but you can minimize the impact of these events by staying diversified and rebalancing often. In this podcast, we discuss why you need to have emergency cash reserves available during market fluctuations, as well as the importance of asset allocation.
Direct download: Reducing_portfolio_shocks_from_world_events__inflation_etc..mp3
Category:financial planning -- posted at: 3:30pm PST |
Tue, 23 October 2012
Chad Burton, CFP® Monday Money 2.0 KDOW Radio Show October 22, 2012– Commercial Free In this episode Certified Financial Planner™, Chad Burton, discusses Q3 earnings, Exchange Traded Funds (ETFs) and the “fee war”, retirement date funds, CPAs, stock options, RSUs, 529 plans, the pitfalls of borrowing from HELOC to invest, the negatives of borrowing from your 401k to buy a car and red flags when a so called “advisor” offers private REITs and whole life insurance as an investment. 1-888-762-2423 |
Tue, 16 October 2012
Certified Financial Planner™, Chad Burton, discusses China, current news and alternative investments including long/short funds, buy-write funds, and publicly traded Master Limited Partnerships (oil and gas).
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Tue, 9 October 2012
Certified Financial Planner™, Chad Burton, discusses sector rotation, 401k rollover and funding issues, 3rd and 4th quarter earnings, retirement income strategies, and ETFs (exchange Traded Funds). Chad Burton, Certified Financial Planner ™ 1-888-762-2423 www.NewFocusFinancial.com |
Tue, 2 October 2012
Certified Financial Planner™, Chad Burton, discusses what makes up a balanced or balanced growth portfolio, different types of bonds, and phone calls regarding Roth IRAs, individual 401k’s, and defined benefit plans. And wishes Happy Birthday to his son Nick! Chad Burton, Certified Financial Planner ™ 1-888-762-2423 www.NewFocusFinancial.com |
Wed, 26 September 2012
Certified Financial Planner ™, Chad Burton discusses current business news, monetary policy vs. fiscal policy, iphone5 vs. Windows phone, more on inflation and US debt, different ways to invest in commodities, Roth 401k vs. regular 401k, ”back door” Roth IRA, and Roth IRA conversions. |
Tue, 28 August 2012
In this commercial free episode Certified Financial Planner™, Chad Burton, discusses the recent market rally, the upcoming fiscal cliff and potential election results, what to do about gains and teaching kids about money an investing. Also a quick hit on early retirement issues and bond funds, bond ETFs and ETNs. wwwChadBurton.com
Direct download: Chad_Burton_8-27-12_mixdown.mp3
Category:financial planning -- posted at: 8:02pm PST |
Tue, 14 August 2012
Monday 8/13/2012 show topics: How to build a financial base, getting started in investing, emergency reserves, ROTH IRA, when to buy a home, budgeting tools, online and published financial resources, self-employment, early retirement, asset allocation for a large retirement portfolio. |
Tue, 7 August 2012
Current news, avoiding investment scams, 529 plans, financial aid, asset allocation, asset location, insurance as an investment, indexing vs. active management, basic tools to picks stocks and funds.
Direct download: Chad_Burton_Monday_August_6_2012.mp3
Category:financial planning -- posted at: 7:06am PST |
Mon, 6 August 2012
Current news, social security, Europe, variable annuities, margins, 529 plans, financial aid, international investing, ETFs and index funds vs. managed funds. What NOT to do. When to rebalance.
Direct download: Friday_August_3rd_2012_Fill_in_for_Rob_Black_2_hour_show.mp3
Category:financial planning -- posted at: 12:40pm PST |
Tue, 31 July 2012
Current financial news, divorce topics including QDRO's, couples with separate checking accounts, how to leave money to children and still protect them from losing it all in a divorce or law suit, will vs. trust, annuities with lifetime income guarantees.
Direct download: Chad_Burton_7-31-12_Monday_show_commercial_free.mp3
Category:financial planning -- posted at: 3:20pm PST |
Tue, 24 July 2012
Current news, revenue stalling, younger people waiting to save, 401k rollover, moving out of state, QDRO in divorce. |
Fri, 15 June 2012
![]() Chad Burton and Radio show host Rob Black discusses reducing portfolio shocks from world events and difficult periods such as a falling dollar and high inflation. Visit www.NewFocusFinancial.com or www.ChadBurton.com
Direct download: Reducing_portfolio_shocks_from_world_events__inflation_etc______how_much_cash_pre_and_post_retirement.mp3
Category:financial planning -- posted at: 3:13pm PST |
Fri, 15 June 2012
Chad Burton discusses research tools, resources, stocks, etfs, funds, diversification, financial publications you need to know about. Visit www.ChadBurton.com or www.NewFocusFinancial.com
Direct download: Tools_resources_stocks_etfs_funds_diversification_financial_publications.mp3
Category:financial planning -- posted at: 12:40pm PST |
Fri, 15 June 2012
Chad discusses the importance of creating a budget and tracking expenses with radio show host Rob Black. A retirement plan is not complete until you have a detailed list of pre and post retirement expenses.
Visit www.NewFocusFinancial.com or www.ChadBurton.com
Direct download: Budgeting_and_Long_Term_Projections.mp3
Category:financial planning -- posted at: 11:38am PST |