Mon, 16 February 2015
Estate planning attorney Michelle Lerman calls in to tell us how to avoid family disputes using Robin Williams’ estate as an example. I also discuss 12 Common tax return mistakes and dangerous assumptions when calculating your retirement savings. Encore presentation To sign up for our webinar on Thursday, February 26, 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-0209-1500_w_MLerman_v232krepeat.mp3
Category:Estate Planning -- posted at: 10:58am PDT |
Fri, 13 February 2015
Rob Black and I discuss recent news in the market and analysis of Robert Schiller’s grim message to investors. We also cover:
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, 12 February 2015
Rob and I discuss assumptions you’re probably making about retirement, like finding another job before you retire and assuming you’ll receive an inheritance. Identity theft hit a record high in 2014 and identity theft insurance. Chris Ciaccia of TheStreet.com discusses Tesla’s lackluster numbers and why Sony gave Disney rights to Spider-Man for free. Also, is Apple considering building a car? We cover all these topics 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 |
Wed, 11 February 2015
Today, Rob lets you in on the latest financial news from companies like GM, Staples, Tesla and more. I discuss portfolio construction and Rob discusses every parents’ worst nightmare. What you want to insure and not. Dr. Jeff Rosen of TheStreet.com analyzes the latest retail sales numbers. 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, 11 February 2015
In this episode, I discuss high yield bonds, master limited partnerships (MLPs) and how they tie to oil. I also cover more dangerous assumptions to make when calculating your retirement savings. That and so 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 |
Mon, 9 February 2015
Estate planning attorney Michelle Lerman calls in to tell us how to avoid family disputes using Robin Williams’ estate as an example. I also discuss 12 Common tax return mistakes and dangerous assumptions when calculating your retirement savings. To sign up for our webinar on Thursday, February 26, 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-0209-1500_w_MLerman_v232k.mp3
Category:Estate Planning -- posted at: 9:00pm PDT |
Fri, 6 February 2015
Tony Mendes sits in with Rob black today and they discuss why you want to plan out what you’ll do in your retirement before you get there. Tony also elaborates on Bay Area real estate and the issues young people face when buying a home. How Fremont is the up-and-coming place for real estate investors. Then they take a look at alternative cities to live and buy houses in for young people. 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-0206-1500-RBTM32k.mp3
Category:Real Estate investment -- posted at: 1:56pm PDT |
Fri, 6 February 2015
How much of your portfolio should be in stocks when you retire? In this podcast, Chad Burton, CFP®, and Rob Black explain why the old investing rules of thumb may no longer apply. They also offer some tips on issues retirees should consider when making portfolio allocation decisions. Commercial-free
Direct download: 31108_RBCB_Stocks_v_Bonds.mp3
Category:Retirement Planning -- posted at: 1:34pm PDT |
Thu, 5 February 2015
Rob lets you in on the latest market news and numbers. With a focus on stories and topics such as:
Sign up for our upcoming webinar on February the 26th!
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, 4 February 2015
Coca-Cola announces its new offering of milk with added protein. Rob and I talk about picking stocks solely by dividend yield. Staples buys its last competitor, Office Depot. Disney exceeds its quarterly expectations and expects even more from its “Frozen,” merchandise. Rob takes a listener’s call about the future of 3-D printing and Dr. Jeff Rosen of TheStreet.com checks in with the latest economic data. To sign up for our upcoming 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 |
Tue, 3 February 2015
Today I discuss why you should avoid working with people who tell you to invest because of fear and greed. Why using insurance contracts as a 401k alternative is a terrible idea. Also in the news, a new law in Delaware poses a threat to your digital property (photos, music, e-mail). 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, 2 February 2015
Today I discuss Q4 earnings results, gauging risk in your portfolio, the topic of “Collaborative Divorce”, and different ways incorrect emotions and beliefs regarding money that can lead to mistakes. To sign-up for our BRAND NEW webinar on Thursday, February th 26th, 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, 30 January 2015
Rob talks to Bay Area entrepreneur Elvis Lieban about starting a business from scratch. He also discusses his personal views on running a business, expanding, managing the astronomical bay area rent and the current coffee market.
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-0130-1500--RBELVIS_EVERGREEN32K.mp3
Category:Investments -- posted at: 1:06pm PDT |
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 |
Wed, 28 January 2015
Rob gives you the scoop on today’s need-to-know market headlines, 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 |
Tue, 27 January 2015
On today’s show I discuss the headwinds U.S. companies face as a result of the strong dollar and the tail-winds from low oil prices. I discuss a high yield international ETF, take calls on tax issues resulting from spin-offs, and how grandkids can affect your retirement. 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, 26 January 2015
Today I discuss ECB quantitative easing, the elections in Greece, and mutual funds vs. ETFs. I also answer listener questions about gains and losses and what the Federal Reserve will do with all of the bonds they own. 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, 23 January 2015
Rob Black and Tony Mendes discuss the investing strategies of several listeners and is the idea of living a debt-free life a good idea? They also discuss topics like:
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-0123-1500-RBTM32k.mp3
Category:Investment Management -- posted at: 1:12pm PDT |
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 |
Wed, 21 January 2015
Jack Mohr of TheStreet.com spells out what the new European Central Bank numbers mean and their own quantitative easing plans.
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-0121-1500_CB_4SEG32k.mp3
Category:Retirement Planning -- posted at: 3:36pm PDT |
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, 16 January 2015
Rob and I discuss the issues of saving for retirement while funding your lifestyle. Rob talks about his experience with cars and some regrets about not networking as well as he could have. I discuss how to be a better shopper of stocks. How the arcade is an excellent portrait of inflation and why pensions went away. 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, 16 January 2015
Rob and I discuss last night’s seminar and mutual funds for the long run. Some tips for people with $500k or more in their portfolio. Being watchful of people selling you insurance and annuities. The possibility of an upcoming correction and robo-advisors. 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-0115-1500-RBCB32k.mp3
Category:Investment Management -- posted at: 12:58am PDT |
Wed, 14 January 2015
Rob discusses the latest market news and Dr. Jeff Rosen analyzes yesterday’s JOLTS report. 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, 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, 12 January 2015
Today I have special guests from the TV show “Shark Tank” and owners of Scratch and Grain Baking Co, Leah Gutin and Taya Geiger
Today I have special guests from the TV show “Shark Tank” and owners of Scratch and Grain Baking Co, Leah Gutin and Taya Geiger! Then Michelle Lerman talks about creating a will that names a guardian for your children and how making a will at the last minute can create problems. 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-0112-1500_w_Taya_and_Leah_plus_MLerman32k.mp3
Category:Financial resources -- posted at: 4:58pm PDT |
Mon, 12 January 2015
What are the red flags that the IRS is looking for when selecting returns for an audit? The biggest risk is earning $200,000 or more, say Chad Burton, CFP®, and Rob Black. Find out the other big audit risks and how you can avoid them. Commercial-Free |
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 |
Tue, 6 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.
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_short_time_EVERGREEN32k.mp3
Category:Retirement Planning -- posted at: 4:40pm PDT |
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 |
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 |
Wed, 31 December 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. 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-1121-1400_replay_for_1-1-15-RBCB32k.mp3
Category:Retirement Planning -- posted at: 3:57pm PDT |
Wed, 31 December 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. 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-1114-1400-RB_replay_for_12-31-1432k.mp3
Category:Retirement Planning -- posted at: 3:36pm PDT |
Tue, 30 December 2014
I answer questions about year-end distributions from mutual funds, company stock and fund fees in a 401k and what to do when your HR department gives you nothing but bad choices to pick from. I also take a look at earthquake insurance and paying off your home, the Russian economy and delaying your retirement to help your adult children. Encore presentation To sign up for our upcoming webinar, taking place 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
Direct download: Newfo-1216-1400_evergreen_EDITED32k.mp3
Category:Retirement Planning -- posted at: 9:03pm 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 |
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 |
Sat, 27 December 2014
Val Vandervort, real estate agent from Keller-Williams discusses the status of Bay Area real estate. She also discusses the usual buyer in the Bay Area. Should you wait for interest rates to rise? The process of selling a home and speculation on the 2015 real estate market. Encore Presentation Click HERE to sign up for our upcoming seminar! 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, 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 |
Tue, 23 December 2014
Today I cover enhanced indexing / beta ETFs and how they work. Then I take a call on making mistakes when choosing stock options. Also, an update on bonds and TIPS (treasury inflation protected securities). And what are the industries with the highest rate of depression and advice with structured note CDs. 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 |
Thu, 18 December 2014
Rob Black and I discuss tonight’s free webinar and learning how to take the right amount of money out of your retirement accounts in the first year of retirement. Tony Mendes on why you should consider buying real estate in Oakland. Richard Collings of TheDeal.com expands on Petsmart’s buyout and switch to private ownership. Then Rob discusses common mistakes that can cost you money, like mortgage accelerators and keeping cash at home. Click HERE to sign up for tonight's webinar! 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, 17 December 2014
Rob and I discuss tax efficient investing as you near retirement and the threat of foreign countries hacking into U.S. companies to expose secrets. U.S. and Cuban relations. Dr. Jeff Rosen of TheStreet.com speculates on Janet Yellen’s upcoming announcement and the ramifications of the drop in oil prices. He also comments on the failing Russian ruble vs. the U.S. dollar. Click HERE to register for TONIGHT'S FREE SEMINAR! 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 December 2014
I answer questions about year-end distributions from mutual funds, company stock and fund fees in a 401k and what to do when your HR department gives you nothing but bad choices to pick from. I also take a look at earthquake insurance and paying off your home, the Russian economy and delaying your retirement to help your adult children. To sign up for our upcoming webinar, taking place 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
Direct download: Newfo-1216-1400_evergreen_needs_editing_-seminar-32k.mp3
Category:Retirement Planning -- posted at: 6:08pm 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 |
Tue, 9 December 2014
Year-end tax advice and the rise of fraudulent investments in the growing marijuana industry and private real estate.
Today I discuss year-end tax info to get to your tax advisor, the rise of fraudulent investments regarding the marijuana industry and in private real estate and I take calls on energy ETF’s, how to title a home in a second marriage and when to buy life insurance. 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-1202-1400_Evergreen32kevgn.mp3
Category:Retirement Planning -- posted at: 6:08pm PDT |
Tue, 9 December 2014
Today I take calls from listeners and discuss why it's important to be asbolutely honest about your expenses. *Even the embarrasing ones.* I also take a look at proper retirement asset allocation and the IRS’ decision to allow you to convert your after tax 401k funds into a Roth IRA. Encore presentation Sign up for our upcoming seminar 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-1208-_930and922_EVERGREEN_5seg_CB32k.mp3
Category:Investment Management -- posted at: 1:14am PDT |
Sun, 7 December 2014
Val Vandervort, real estate agent from Keller-Williams discusses the status of Bay Area real estate. She also discusses the usual buyer in the Bay Area. Should you wait for interest rates to rise? The process of selling a home and speculation on the 2015 real estate market. Click HERE to sign up for our upcoming seminar! 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 |
Wed, 3 December 2014
Rob Black takes a look at the global markets, specifically at oil stocks around the world. Keeping inherited items from dividing your family. Dr. Jeff Rosen talks Russia sliding into a recession and the tough love world of saving for retirement and not overspending during the holidays. 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, 3 December 2014
Chad Burton, CFP®, and Rob Black talk about the five biggest retirement risks, including market risk, inflation risk and longevity risk, and explain what you can to do manage those risks and position yourself for a secure retirement. Commercial-Free
Direct download: retirement_risks_inflation_TIPS_foreign_exposure_June_31000_rbcb_40.mp3
Category:Retirement Planning -- posted at: 2:36pm PDT |
Tue, 2 December 2014
Year-end tax advice and the rise of fraudulent investments in the growing marijuana industry and private real estate.
Today I discuss year-end tax info to get to your tax advisor, the rise of fraudulent investments regarding the marijuana industry and in private real estate and I take calls on energy ETF’s, how to title a home in a second marriage and when to buy life 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
Direct download: Newfo-1202-1400_Evergreen32k.mp3
Category:Investment Management -- posted at: 6:19pm PDT |
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 |
Wed, 26 November 2014
Rob and I discuss obstacles in 2015 and Dr. Jeff Rosen discusses durable goods, the Polar Vortex, Black Friday, wage growth and market conditions. Other topics include: growing jobless claims, Investment properties with Tony Mendes and more Americans are working on holidays. 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, 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 |
Mon, 24 November 2014
Today I discuss current market valuation, how to avoid ID theft and phone scams, year-end stock option planning and how to save taxes over the long run. 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, 20 November 2014
Today I discuss PMI numbers from countries around the world and what it means for investments in those countries. Other topics 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 |
Wed, 19 November 2014
Rob Black and I discuss why you need to have three years of portfolio-drawn cash handy when you enter retirement. Other topics 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 |
Tue, 18 November 2014
Today I discussed Q3 earnings results and the sales growth issue for companies with over 50% of sales outside the US. I also discuss: low interest rates, social security mistakes and planning for widows and widowers, and millennials ignoring the 401k match. Don’t forget to sign up for our 10 pillars of Retirement Income Planning this Thursday in Foster City. Click here to sign up! 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 |
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, 13 November 2014
Dr. Jeff Rosen of thestreet.com discusses gift giving, an increase in lower paying jobs and lackluster job numbers
Dr. Jeff Rosen of thestreet.com discusses gift giving, an increase in lower paying jobs and lackluster job numbers. Also, Rob and I discuss budgeting, both long term and short term and how to get a better picture of what you’re spending. Other topics include: Payroll gap issues, The Federal Reserve’s purpose, late mortgage payments, Alibaba’s stock dip, Yahoo, mortgage applications drop and Yahoo purchases BrightRoll. |
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 |
Tue, 11 November 2014
If you have a sizeable estate, is there anything you can do to reduce your exposure to estate taxes? A charitable remainder trust (CRT) may be the answer. In this podcast, Chad Burton, CFP®, explains how CRTs work and how they may help you give back, avoid taxes and leave more to your kids. Commercial-Free
Direct download: 31020_rbcb_59_charitable_trusts.mp3
Category:Charitable Giving -- posted at: 7:27am PDT |
Mon, 10 November 2014
Today's show is all about how to talk to your spouse about money. I discuss budgeting, rules for “money meetings”, leaving money to children, blended families and paying for college. To sign up for the upcoming seminar with Rob Black and I, 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, 7 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. Commercial-Free |
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 |
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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Tue, 4 November 2014
Today I discuss several aspects of estate planning with guest Michelle Lerman of Lerman Law Partners, LLP. I also cover topics such as: Q-Tip trusts, who you do, and don’t want to be the conservator of your trust, and a listener question about dynasty trusts.
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.
Direct download: Newfo-1104-1400_Evergreen_needs_editing32k.mp3
Category:Estate Planning -- posted at: 1:32pm PDT |
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 |
Thu, 30 October 2014
What are RSUs (Restricted stock units) and how to work with them, their limitations and how much you should have. Then Ross Urken from Mainstreet.com gives us the details about our credit card habits from a recent study. 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 |
Wed, 29 October 2014
Rob and I discuss some news for widows and widowers regarding estate taxes. We also cover:
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, 28 October 2014
Jack Mohr from TheStreet.com calls in to discuss Twitter’s disappointing reports and an uptick in consumer confidence. Also discussed are 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. |
Mon, 27 October 2014
Today I cover the market numbers from this quarter and how they impacted your portfolio as well as 5 of the most common threats to your family’s wealth. I also cover:
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-1027-1400_1006-1400_finished_EVERGREEN32k.mp3
Category:Estate Planning -- posted at: 2:34pm 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 |
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 |
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 |
Tue, 21 October 2014
Michelle Lerman and I discuss estate planning for Blended Families including tools such as Protection trusts and Dynasty Trusts. I also discuss the alarming rate at which younger people are cashing in their 401ks when they switch jobs and your Q4 financial To Do List.
To sign up for our upcoming seminar, click here.
Email your money question to chad@newfocusfinancial.com , or call the show 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, 20 October 2014
Today I talk to Michelle Lerman who calls in for National Estate Planning Week. 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 |
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, 15 October 2014
Rob Black discusses some disappointing headlines while Dr. Jeff Rosen sees a light at the end of the tunnel.
Rob Black discusses some disappointing headlines involving the 10-year treasury and abysmal retail sales numbers. Also covered are stories 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 |
Tue, 14 October 2014
Jack Mohr from thestreet.com discusses corrections and different market sectors. With focus on topics such as:
To register for the seminar in Redwood city on October 25, 2014, 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, 13 October 2014
Some topics from 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 |
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 |
Thu, 9 October 2014
Rob and I start by discussing new styles of education and who is taking advantage of them. Then, Dan Freed from thestreet.com talks why you need to invest with ETFs. Rob goes on to cover news stories like:
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 |
Tue, 7 October 2014
On today’s show Jack Mohr discusses the latest numbers in the European markets and which retailers he likes the most. We also cover items such as investing on the basis of an opinion or speculation and companies with one large customer. Then Scott Smith, CMT® calls in to discuss the recent pain in emerging markets, international stocks and how the dollar’s ascent can hurt profits overseas.
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.
To sign up for our upcoming seminar, click here.
Commercial-Free |
Mon, 6 October 2014
Today I cover the market numbers from this quarter and how they impacted your portfolio as well as 5 of the most common threats to your family’s wealth. I also cover:
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 |
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 |
Wed, 1 October 2014
Many baby boomers will eventually be tasked with cleaning up the estate of a deceased parent or other relative. In this podcast, Chad Burton, CFP®, discusses how to overcome the challenge of sorting through mounds of paperwork while also dealing with grief over the loss of a loved one. Commercial-Free |