Thu, 29 January 2015
Rob Black discusses your financial mindset and why cable news is bad for your finances. Other stories include:
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, 22 January 2015
Rob Black discusses the brilliance of Warren Buffett and understanding that you don’t have to be a brain surgeon to invest well. Other topics include:
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 |
Tue, 20 January 2015
Scott Smith, CMT, of Briefing.com joins us to discuss technical indicators to watch this year. I answer a listener's email question about the pros-and-cons of Lending Club and I also cover different types of crowd funding. To sign up for our upcoming seminar, click here. Encore presentation 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
Direct download: Newfo-0105-1500_EVERGREEN32k.mp3
Category:financial planning -- posted at: 4:41pm PDT |
Mon, 19 January 2015
Jack Mohr of TheStreet.com discusses the recent sell-off in the market, who wins and who loses with the drop in oil prices and we take a look at Verizon’s consideration of a joint venture with AOL. I discuss how entrepreneurs can use crowd funding and Ray Fry calls in to discuss a recent law changes that affect reverse mortgages. To sign up for our upcoming seminar, click here. Encore presentation 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
Direct download: Newfo-0106-1500_w_Jack_Mohr_and_Ray_Fry_replay_EVERGREEN32k.mp3
Category:financial planning -- posted at: 8:59pm PDT |
Fri, 9 January 2015
Rob and I talk more on term vs. permanent life insurance and which is best for you. We also go over what to expect at our upcoming seminar on January the 15th in Palo Alto. Job numbers come in and unemployment continues to decrease, but there is a catch. Tony Mendes sits in studio and talks about the uptick in real estate transactions and the uncertain housing market. Rob takes a call on the future of Coca-cola. Starbucks’ C.O.O. takes an extended break and google wants to help you pick auto insurance. 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 |
Thu, 8 January 2015
Rob and I discuss term vs. permanent life insurance and which is best for you. We also go over what to expect at our upcoming seminar on January the 15th in Palo Alto. We also answer an email from a listener looking for help with diversification. Rob then goes over what makes a safe investment and some stock market winners. Tony Mendes stops in to discuss real estate and Rob gives us an update on the market. 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, 7 January 2015
Rob discusses the market’s volatile beginning of the year and how it’s going to be ok.
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, 2 January 2015
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. Encore presentation 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
Direct download: NEWFO-1024-1400-replayRBCB32k.mp3
Category:financial planning -- posted at: 6:13pm PDT |
Mon, 29 December 2014
Today I discuss the origin of my career in financial planning and why I created the Ten Pillars of Retirement plan. I also discuss the cost of inflation and healthcare inflation especially. Also covered are : certain analysts anticipate another correction and an article about companies cutting union pensions. Encore presentation 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
Direct download: Newfo-1212-1400_EVERGREEN_CB_EDITED_32k.mp3
Category:financial planning -- posted at: 7:12pm PDT |
Wed, 24 December 2014
Rob discusses upcoming disruptive technologies like smarter TVs, driverless cars and same-day delivery. What will 2015 look like after 2014’s stellar market performance? And Dr. Jeff Rosen talks GDP numbers and its relation to oil prices. Rob then takes some time to reinforce how critical it is to talk to your teenager(s) about saving money before they learn the hard way in their 20’s. 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 |
Tue, 23 December 2014
Jack Mohr calls in to summarize the market’s actions in 2014. We take a look at predictions for the dollar, oil, earnings, foreign markets, small caps and so much more! I take a listener’s e-mail question about dividend achiever ETF’s vs High Yield Stock Etf’s and we discuss spotting signs of financial impairment in the elderly. 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
Direct download: Newfo-1223-1400_Evergreen_end_of_year_recap_CB32k.mp3
Category:financial planning -- posted at: 10:44pm PDT |
Mon, 15 December 2014
Jack Mohr of TheStreet.com takes a look at the lowest oil prices in years and the upcoming Russian collapse.
Jack Mohr of TheStreet.com analyzes the lowest oil prices in years and the upcoming trouble in the Russian Ruble and economy. Then I take listener calls about oil stocks and asset allocation. I also the most tax efficient ways to give and how check up on your charities. To sign up for the FREE webinar, taking place this Thursday at 6:30pm to 8:00pm - 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, 5 December 2014
Rob and I discuss low mortgage rates and how they can alter your retirement plans. We also discuss Apple’s next six months, calculating the affordability of a mortgage, Streaming video vs. Cable TV and Brian Sozzi from TheStreet.com talks holiday retail trends. To sign up for our upcoming seminar or webinar, 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 |
Mon, 1 December 2014
Today’s guest is Briefing.com Senior Technical Analyst, Scott Smith, CMT. Scott and I discuss current market trends from a technical angle. I also cover listener questions on pulling money from a 457 plan to buy a home, year-end planning issues and whether or not I am concerned with the Harry Dent Jr. prediction that baby boomers will sell all the stocks at retirement and cause a market crash. 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, 28 November 2014
Rob Black discusses some of his favorite mantras about investing and reinforces the idea that you don’t need to be a brain surgeon to put together a good portfolio and retirement plan. Other topics include: resisting fad stocks, wise words from Warren Buffett, stupendously bad investment ideas, electronics insurance, early days of the internet and its future. 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) Encore presentation Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com. Commercial-Free
Direct download: Newfo-1128_from1114-1400-RB32k.mp3
Category:financial planning -- posted at: 6:21pm PDT |
Fri, 28 November 2014
Rob discusses how 2014 has been very, very good to the market with the best returns in 5 years, low unemployment and an even better outlook for 2015. Other topics include:
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. Encore presentation Commercial-Free
Direct download: Newfo-11-27_from1107-1400-RB.mp3
Category:financial planning -- posted at: 10:35am PDT |
Tue, 25 November 2014
Jack Mohr of TheStreet.com comments on OPEC, the GDP and the state of consumers. We also discuss:
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 |
Sat, 15 November 2014
Rob Black discusses some of his favorite mantras about investing and reinforces the idea that you don’t need to be a brain surgeon to put together a good portfolio and retirement plan. Other topics include: resisting fad stocks, wise words from Warren Buffett, stupendously bad investment ideas, electronics insurance, early days of the internet and its future. 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 |
Tue, 11 November 2014
Today on Veteran’s Day, I talk to Jack Mohr of thestreet.com about Alibaba making $9.3 billion on “Singles day” in China, and how they have better margins than Amazon. Other topics include:
To sign-up for our upcoming seminar in Foster City, 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
Direct download: Newfo-1111-1400_w_Jack_Mohr32k.mp3
Category:financial planning -- posted at: 2:13pm PDT |
Thu, 6 November 2014
Rob Black discusses everything and anything regarding finance with retail analyst Brian Sozzi about department stores, holiday sales, brick & mortar vs online sales and more. Other topics include:
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 |
Mon, 3 November 2014
Today Scott Smith, CMT, with Briefing.com gave us a rundown from the view of a market technician. I also review a re-cap of Q3 Earnings thus far and discuss the renewal of social security paper statements, the perils on non-traded REIT’s and retiring out-of-state. 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 |
Sat, 1 November 2014
Rob Black talks about love, sweet love - and how it impacts your financial life. The partners we choose and the way we attract them have more to do with your financial success than you were aware of! To sign up for our latest seminar, click HERE. To get your question answered live on the air, call 1-800-516-1220 from noon to 1p, (PST) to speak with CFP, Chad Burton!
Direct download: Newfo-1031-1400-RB_evergreen32k.mp3
Category:financial planning -- posted at: 10:29am PDT |
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 Black and I discuss how over-reacting to market news can cost you dearly when the rebound occurs.
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
Rob Black discusses what makes a tech company and why triple digit increases are nothing to get excited about.
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.
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 PDT |
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 PDT |
Mon, 8 September 2014
Today I discuss a new study that reveals some uncomfortable news about 5-star funds and today's market news.
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 PDT |
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 answers your questions with the help of mortgage expert, Tony Mendes and attorney, Michelle Lerman
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 PDT |
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 PDT |
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
Chad Burton, CFP® discusses real estate investing and takes a phone call regarding a lifetime income annuity
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 PDT |
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 PDT |
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 PDT |
Mon, 23 June 2014
An analysis of how much cash you'll need in an IRA if you're taking the required minimum distribution.
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 how the global search for protein-rich foods impacts food industry deals.
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 PDT |
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.
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 PDT |
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
Chad Burton, CFP ®, talks Yahoo earnings, higher social security taxes, pros/cons of leaving an annuity to your heirs and dangers of overleveraged MLPs.
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 PDT |
Wed, 16 April 2014
Chad Burton, CFP ®, talks current market news, drones, china, long-term care and small bump in inflation
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 PDT |
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 PDT |
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 PDT |
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 PDT |
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 PDT |
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 PDT |
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 PDT |
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 PDT |
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 PDT |
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 PDT |
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 PDT |
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 PDT |
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 PDT |
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 PDT |
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 PDT |
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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