Mon, 1 June 2015
On today’s show I discuss popular investment topics such as investments in water, Inflation protected bonds and hedging the dollar out if international investments. Do you know how will you react in the next market correction or jump in interest rates? Realizing how your emotions are tied to your investments will help you avoid mistakes.
I also touch on the 4% rule-of-thumb, which can set some people up for disaster in retirement. 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 Encore presentation |
Fri, 29 May 2015
Don't forget to sign up for our upcoming seminar at Double Tree in Burlingame on Thursday, June 4th at 6:30pm. Click HERE to register!
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. |
Thu, 28 May 2015
Rob Black looks at how the metrics that measure business success are always changing and where they are now. Other topics include:
Don't forget to sign up for our seminar in Burlingame on Thurday, June the 4th at 6:30p. Click HERE to register
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. |
Mon, 18 May 2015
On today’s show I discuss popular investment topics such as investments in water, Inflation protected bonds and hedging the dollar out if international investments. Do you know how will you react in the next market correction or jump in interest rates? Realizing how your emotions are tied to your investments will help you avoid mistakes.
I also touch on the 4% rule-of-thumb, which can set some people up for disaster in retirement. 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, 22 April 2015
Earnings reports from notable companies and how collaborative divorce can save both of your finances.
Today I discuss earnings reports from some of the largest companies. How a little bit of risk when you’re about to retire can be disastrous - but ok in your 20’s and 30’s. How each type of asset (IRA accounts, real estate, stocks) pass differently and must be taken care of properly in your estate plan. Are you being realistic about taxes in retirement? I run some numbers for a caller who is eyeballing retirement. A frightening projection about how much healthcare will cost you, compared to the money you’ll take in from Social Security. How a collaborative divorce can save you and your spouse from destroying each other’s finances. To sign up for Saturday's seminars in San Jose, 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 April 2015
Need to build a financial base? Today I discuss my 15 point do-it-yourself checklist to get your plan moving in the right direction.
I cover 15 simple things you can do on your own before you hire a financial planner.Tasks such as tracking your family’s spending, setting budgets, creating emergency reserves, paying off non-mortgage debt and monitoring your credit. I discuss 401k vs. Roth IRAs and other tips that can help you build a financial foundation. Sign up for one of our TWO seminars on April the 25th in San Jose! Just 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, 9 March 2015
Michelle Lerman calls in to discuss Glen Campbell’s estate battle and planning when Alzheimer’s is involved.
Today, I speak with family Law attorney, Michelle Lerman who calls in to discuss Glen Campbell’s estate battle. She also discusses estate planning when Alzheimer’s is involved. See her tomorrow in Marin and at the seminar on Thursday in Walnut Creek. I take a listener call about estate planning and filing a final tax return. What investment products young investors should use to start their portfolio and which ones they should avoid. How to properly gauge your risk tolerance.
Don't forget to sign up for the seminar in Walnut Creek Marriot this Thursday! 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, 17 February 2015
On today’s show I deliver an update on valuation and S&P earning reports for Q4 2014. I also discuss how to avoid having to amend your taxes, as well as the absurdity of our tax code and various ridiculous loopholes. You’ll also learn how the combination of living longer and low interest rates are a threat to your retirement and why volatility may increase. 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, 13 January 2015
Today’s show will help you avoid common financial mistakes in your early years and in retirement. I cover topics such as paying off your mortgage in your 30’s vs 60’s and basic portfolio clean up ideas for 2015. I also hit on bonds vs. bond funds and being TOO diversified. 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, 5 January 2015
Scott Smith, CMT, of Briefing.com joins us to discuss technical indicators to watch in 2015. 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.
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, 29 December 2014
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 |
Mon, 22 December 2014
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 |
Sat, 22 November 2014
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 |
Thu, 13 November 2014
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:
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 |
Thu, 6 November 2014
Rob Black discusses last night's Midterm Election and how the results will affect the market and your portfolio.
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.
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Thu, 23 October 2014
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:
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 |
Fri, 10 October 2014
Tony Mendes and Rob Black answer listener questions and address today’s latest business headlines. With topics and discussions 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, 3 October 2014
Tony Mendes & visiting Irishman, Conner Kennedy sit in with Rob and take a more relaxed attitude about today's show
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:
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, 29 July 2014
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:
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
Direct download: Newfo-0729-1401_w_Jack_Moore_and_0520-1402345_EVERGREEN32k.mp3
Category:general -- posted at: 9:48pm PDT |
Mon, 14 July 2014
Chad Burton, CFP® discusses strategies and tips for maximizing your portfolio's potential. With a focus on 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, 11 July 2014
Chad Burton, CFP® discusses some of the less-considered aspects of retirement planning and portfolio management.
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 |
Fri, 27 June 2014
Chad Burton, CFP®, revisits some earlier market news from this month and discusses the Ten Pillars of Retirement. 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-0605-1400_4seg_CB32ksecondusage.mp3
Category:general -- posted at: 10:54pm PDT |
Wed, 25 June 2014
Rob Black brings you the freshest market updates with help from Chad Burton, CFP®, Tony Mendes and Dr. Jeff Rosen
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:
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, 9 June 2014
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:
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 |
Wed, 14 May 2014
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: 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, 13 May 2014
Chad Burton, CFP®, discusses several questions facing those planning for retirement. Topics discussed include: * 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 |
Thu, 8 May 2014
Chad Burton, CFP®, discusses current market news, as well as:
* Alibaba IPO & ETF's that may own it * Threat to the middle class retirement * Three major retirement questions
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.
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Wed, 24 April 2013
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 |
Tue, 23 April 2013
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
Direct download: Chad_Burton_w_Michelle_Lerman_4-22-13_Medium_32K.mp3
Category:general -- posted at: 1:55pm PDT |
Wed, 3 April 2013
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 |
Wed, 6 March 2013
Monday Money 2.0 Podcast | "What Retirees Need to Know About Sequestration", 03 06, 2013 | Commercial-Free
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 |
Mon, 14 January 2013
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 |
Mon, 14 January 2013
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
Direct download: Home_equity_loans_emergency_reserve_home_equity.mp3
Category:general -- posted at: 1:59pm PDT |
Mon, 14 January 2013
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
Direct download: Budgeting_Long_Term_Projections_mint.com_post_retirement_medical_cost_taxes_inflation.mp3
Category:general -- posted at: 1:52pm PDT |
Tue, 4 December 2012
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 |
Thu, 29 November 2012
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. 1-888-762-2423 |
Tue, 13 November 2012
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. 1-888-762-2423
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Wed, 19 September 2012
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 |
Tue, 24 July 2012
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.
Direct download: july_9_All_About_Retirement_Commercial_free.mp3
Category:general -- posted at: 1:14pm PDT |