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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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 PDT |
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 PDT |
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 PDT |
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 PDT |
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 PDT |
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 PDT |
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 PDT |
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New Focus on Wealth with Chad Burton (financial planning)
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