Rob Black talks to special guest, comedian Will Durst! Will puts a comical spin on news items such as Cuba, Vladimir Putin, mortgages, Robin Williams, and the funniest stories of 2014. Enjoy Rob’s annual riff with comedian and satirist, Will Durst!

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

Rob Black talks to special guest, comedian Will Durst! Will puts a comical spin on news items such as Cuba, Vladimir Putin, mortgages, Robin Williams, and the funniest stories of 2014. Enjoy Rob’s annual riff with comedian and satirist, Will Durst!

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

Rob Black and I sit in the day after our seminar and take a look at our Thanksgiving plans and discuss the broadening recovery. We also discuss: weakness overseas, The Dollar’s rise, Lowflation: labor market slackening, China poises to down-shift, and Goldman Sachs’ trends for 2015.

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

Rob and I discuss charitable giving as we enter the holiday season. We cover the difference between tax credit and a tax deduction as well as the amazing benefits of donating stock. Other topics include:

• The Border Patrol plans to use drones to surveil the border.
• Getting free video and music providers to adopt subscription programs
• Warren Buffet buys Duracell from P&G
• Wearable technology threatens watch maker Fossil.
• Laura Lyons Cole of Thestreet.com weighs in on, “Obamacare: part two”
• And much, much more!

 

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)

  

Commercial-Free

Rob Black discusses the results of the Midterm elections and how the results will affect the market and your portfolio. Other topics include: Republicans and the economy, Marijuana gets more support, America’s opinion of President Obama, Hillary Clinton’s presidential route and much more!

To sign up for our upcoming seminar, click HERE.

 

Rob Black fills you in on the latest Wall Street headlines as well as earning reports on the biggest multi-national companies. Other stories covered are:

 

• A look at Yelp's stock and how it impacts dining decisions of the young and old.
• Chris Ciaccia of thestreet.com discusses Apple's success with the iPhone 6 and how they can monetize Apple Pay.
• European credit card technology is coming to The U.S. in 2015
• Rob and I answer an E-mail from a listener who wants to retire at 50
• And much, much more!

For information about our "Brews at the Bay Club," in Redwood Shores on Saturday - 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

Tony Mendes and Rob Black answer listener questions and address today’s latest business headlines. With topics and discussions such as:

• Tesla unveils their new and potentially revolutionary "D series" vehicle.
• Those cost of living - and parking- in San Francisco
• Tony Mendes helps you understand how HELOC loans work and how the current rates can make investing in real estate safer.
• That and much, much more!

 

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

Tony Mendes & visiting Irishman, Conner Kennedy sit in with Rob and take a more relaxed attitude in today’s show. The topics convered in today's show include:

• Job report numbers
• Soccer
• Tesla's new "Model D"
• Ireland
• Market conditions
• Real estate
• And much, much more!

 

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

Today, Chad Burton, CFP® talks to Jack Moore and discusses how real estate can help and hurt you in retirement. He also covers topics such as:

• Chad talks to Jack Moore of thestreet.com about Apple’s iwatch, and the companies that produce its components.
• UPS stock, is it a good time to buy?
• How the cost of real estate can affect retirement.
• Pros and cons of investing in vacation properties and rental properties - as well as useful tax tips.
• Listener E-mails regarding Charitable Gift Funds, how to donate appreciated stocks and an explanation of the new IRA rollover ruling from the IRS.

 

E-mail 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 of visit www.NewFocusFinancial.com.

 

Commercial-Free

Chad Burton, CFP® discusses strategies and tips for maximizing your portfolio's potential. With a focus on topics such as:

• The Growing use of ETFs and Smart Beta ETFs
• Are too many people using stocks as a bond alternative?
• How to prepare for the next stock market corrections and what they typically mean for your portfolio.
• That and much, much more!

 

 

Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 from 1:00 p.m. to 2:00 p.m. (PDT)

 

Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.

 

Commercial-Free

Chad Burton, CFP® discusses some of the less-considered aspects of retirement planning and portfolio management, with topics such as: A caller with a specific 401k matching scenario Long and short term stock - where it can get tricky What are "dividend achiever stocks"? Chad shows you what they are and how they work. "The rule of 72" Chad answers listener E-mails and much, much, more. Email your money question to chad@newfocusfinancial.com, or call the show at 1-800-516-1220 from 1:00 p.m. to 2:00 p.m. (PDT) Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.

-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

Chad Burton, CFP®, revisits some earlier market news from this month and discusses the Ten Pillars of Retirement. He also covers topics such as:

• How The Federal Reserve's quantitative easing plans are coming along
• Problems with Florida's citrus crop
• Current employment reports
• Do you know the actual total of your expenses in retirement?
• Transitioning your portfolio from a wealth accumulation basis to a wealth distribution basis
• That and much, much more

 

Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 from 1:00 p.m. to 2:00 p.m. (PDT)

 

Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.

 

ENCORE PRESENTATION

Commercial-Free

Rob Black talks to certified CFP® Chad Burton, Tony Mendes and Dr. Jeff Rosen from Breifing.com to bring you everything you need to know about your portfolio. Topics from today's show include:

• Rob and Chad discuss bad life insurance policies. What type of police do you need at what age?
• Amazon's desire (and plan) to keep all of your digital content on their cloud servers.
• Tony Mendes on what portfolio lending is and how it works.
• Jeff Rosen and Rob Black analyze today's dismal GDP numbers and the health of the economy
• Why you need to take advantage of credit card perks.

 

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

Rob Black sits in for Chad Burton, CFP® and gives you and in-depth and honest take on today's stock market. He covers topics such as:

• Apple's stock split kicks in
• Uber hits a staggering $17 billion in valuation
• The average age of U.S. vehicles is at a record high, and what it means
• Merck aims to buy Hepatitis drug makes Idenix.
• Nike and Adidas  become concerned at FIFA's corruption claims.
• The U.S. economy hits a new peak - in most areas.

 

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

Chad Burton’s, CFP®, guest today was Brett Manning – Senior Market Analyst for briefing.com.  Topics they discussed were gold, Russia and broader market technicals.  Other topics of the day included:

  *  What to do if you are behind on retirement planning
  * Proper tax and growth projections in retirement
  * Email question on Roth vs. 401k
  * Email question on 401k stable value fund
  * Email question on high fee 403b's

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

Chad Burton, CFP®, discusses several questions facing those planning for retirement.  Topics discussed include:

*  ETF news including frontier markets
*  Emerging Markets and foreign bond funds
*  Phone calls on Ira to Roth conversions
*  Where to invest emergency funds
*  Why annuities are bad for young investors
*  Value versus momentum investing

*  Aging population may help keep rates low

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

 Chad Burton, CFP®, discusses current market news, as well as:

 

  *  Alibaba IPO & ETF's that may own it

  *  Threat to the middle class retirement
  *  Auto enrollment to 401k plans

  *  Three major retirement questions
  *  Pension maximizations
  *  Protecting your spouse
  *  Do’s and don'ts for IRA rollovers

  

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.

 

In this podcast, Chad Burton, CFP®, welcomes guest James Moffett, CFA, Chief International Equities Strategist for Scout Investments. James discusses some of the biggest recent shifts in international investing and shares his thoughts on investing in Japan, China, Mexico, Brazil and other countries. He also offers his perspective on the European debt crisis and the premium valuation of U.S. markets.

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

Learn about common estate planning mistakes and how to pick an attorney as well as your trustee with Chad Burton, CFP®, and attorney Michelle Lerman of Lerman Law Partners, LLP. Chad also discusses what retired people should look for on their tax return now that tax season is over as well as key steps to take when reviewing your retirement portfolio.

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

In this episode, Chad Burton, CFP®, discusses many Americans' failure to save enough for retirement, poor spending habits that will have you working until the day you die, how Congress is trying to stop people from robbing their retirement accounts, and what you can do to have a meaningful retirement. Chad also answers questions about structured note CDs, 401(k) allocation and managed futures.

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

In this episode, Chad Burton, CFP^®, discusses current news, how sequestration may affect retirees, the 4% withdrawal rule on retirement funds and how UTMA accounts work when investing for children.

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

What’s the difference between a will and a trust? In this podcast, Chad Burton, CFP®, explains how a trust can help you avoid probate. He also discusses spousal benefits versus beneficiary rights and benefits and offers advice on how often trusts should be updated. 

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

When should you consider a home equity loan or line of credit? In this podcast, Chad Burton, CFP®, discusses the appropriate use of home equity loans and offers his thoughts on when you should consider using these strategies. He also reviews home equity loan scams you should watch out for. 

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

Developing—and sticking to—a budget is one of the most important steps you can take when planning for retirement. In this podcast, Chad Burton, CFP®, discusses the essentials of budgeting, including looking at both your short-term and long-term financial projections, as well as expenses and cash flow. He’ll also discuss some simple online tools you can use to track your spending. 

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

In this episode Certified Financial Planner™, Chad Burton, discusses the alarming level of US government debt, the new California Prop 30 tax, investing with financial aid in mind, funds vs. ETF’s in a 401k, asset allocation for a balanced growth portfolio and rules for picking mutual funds. www.NewFocusFinancial.com

1-888-762-2423

In this episode Certified Financial Planner™, Chad Burton, discusses current business news, the fiscal cliff, oil, pension buy-out offers, annuities, dividend paying ETF’s and retirement asset allocation, useful financial websites, and a year-end checklist.

www.NewFocusFinancial.com

1-888-762-2423

In this episode Certified Financial Planner™, Chad Burton, discusses current market and economic issues, tax law changes, foreign investments, long term care insurance, bad annuity rescue options, 1035 exchanges to Long Term Care products for retirement, the Affordable Care Act, and the drawbacks of buying a timeshare.

www.NewFocusFinancial.com

1-888-762-2423

 

Certified Financial Plannertm, Chad Burton discusses:

Estate planning issues before year end.  Huge opportunities expire at the end of the year!  Also: Self employment, defined benefit plan, individual 401(k), Asset allocation at 45. Dyanasty trusts and leaving money to your children.

www.NewFocusFinancial.com

In this one hour radio show CFP® Chad Burton discussing the important aspects of retirement planning including how to budget and set up a tax efficient income stream in retirement.  Chad’s retirement income strategy uses safe money, a portfolio of stocks that increase their dividends each year, a balanced portfolio of no-load funds and ETF’s as well as alternative investments.  The goal is to perform well in good economies and hedge up to 7 years of income needs in down economic cycle.