Tue, 5 November 2013
Guest host, Rob Black, of Rob Black & Your Money fills in for Chad Burton and discusses the importance of having health care and term-life insurance. Rob also discusses the market numbers and big stories of the day. Email your money question to chad@newfocusfinancial.com, or call the show at 1-800-516-1220 from 1:00 p.m. to 2:00 p.m. (PDT) Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com. Commercial-Free |
Fri, 1 November 2013
Chad Burton, CFP®, discusses how managing your health is part of a good retirement plan. Chad also discusses the market numbers and big stories of the day. Email your money question to chad@newfocusfinancial.com, or call the show at 1-800-516-1220 from 1:00 p.m. to 2:00 p.m. (PDT) Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com. Commercial-Free |
Thu, 31 October 2013
A lot of people buy variable annuities thinking that they're a good way to accumulate assets. But as Chad Burton, CFP®, and Rob Black explain in this podcast, most annuities suffer from underperformance and high fees. Fortunately, there are options for getting out of a bad annuity, so you can put your money somewhere where it's actually working for you, not an insurance company. Commercial-Free |
Wed, 30 October 2013
Chad Burton, CFP®, discusses ways to create income that is guaranteed for life by an insurance company. Chad also discusses:
Email your money question to chad@newfocusfinancial.com, or call the show at 1-800-516-1220 from 1:00 p.m. to 2:00 p.m. (PDT) Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com. Commercial-Free |
Tue, 29 October 2013
Chad Burton, CFP®, discusses the 10 important retirement income planning points you need to know. Chad also discusses the Q3 earnings update and international investing including BRICs and BRIITs and which emerging markets still look attractive. 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, 25 October 2013
Guest host, Rob Black, of Rob Black & Your Money fills in for Chad Burton and discusses how the Federal Reserve's no taper decision is good for both real estate and the markets. Rob also breaks down the market numbers and big stories of the day. Email your money question to chad@newfocusfinancial.com, or call the show at 1-800-516-1220 from 1:00 p.m. to 2:00 p.m. (PDT) Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com. Commercial-Free |
Fri, 25 October 2013
Guest host, Rob Black, of Rob Black & Your Money fills in for Chad Burton and discusses how the markets rallied even with Washington's problems. Rob also discusses the market highs and Google's earnings. 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, 24 October 2013
When planning for retirement, many people don't account for the impact of inflation. In this podcast, Chad Burton, CFP®, and Rob Black discuss how, at normal rates of inflation, the value of money is cut in half every 18 years. They also review portfolio withdrawal rates and the hazards of retiring too early. Commercial-Free
Direct download: 31034_rbcb_73_4k_in_retirement_email.mp3
Category:Retirement Planning -- posted at: 9:30am PDT |
Tue, 22 October 2013
Chad Burton, CFP®, welcomes Ross Kenneth Urken, Personal Finance Editor, from TheStreet.com. Ross discusses holiday shopping, car buying tips, and where to stash extra cash. Chad also discusses the biggest tax mistakes made by investors including real estate taxation and Master Limited Partnerships (MLP'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 |
Mon, 21 October 2013
Chad Burton, CFP®, discusses President Obama's budget proposals and how it will affect retirement planning. Chad also discusses:
Email your money question to chad@newfocusfinancial.com, or call the show at 1-800-516-1220 from 1:00 p.m. to 2:00 p.m. (PDT) Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com. Commercial-Free |
Fri, 18 October 2013
Chad Burton, CFP®, welcomes Brett Manning, Senior Market Analyst with Briefing.com. Chad and Brett go in depth about:
Chad and Brett also discuss Q3 earnings expectations, what to look for in dividend-paying stocks, the government shutdown and the Affordable Care Act. Email your money question to www.NewFocusFinancial.com. Commercial-Free |
Fri, 18 October 2013
Chad Burton, CFP®, discusses Roth conversions and the two different five-year Roth IRA rules. Chad also discusses beneficiary mistakes on IRAs and estate planning for a second marriage and answers your money related questions regarding:
Email your money question to chad@newfocusfinancial.com, or call the show at 1-800-516-1220 from 1:00 p.m. to 2:00 p.m. (PDT) Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com. Commercial-Free |
Wed, 16 October 2013
Chad Burton, CFP®, breaks down the current market news and the debt ceiling debate. Chad also discusses:
Email your money question to chad@newfocusfinancial.com, or call the show at 1-800-516-1220 from 1:00 p.m. to 2:00 p.m. (PDT) Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com. Commercial-Free |
Tue, 15 October 2013
Guest host, Rob Black, of Rob Black & Your Money fills in for Chad Burton and discusses the latest Federal Reserve news, including the new Fed chair, Janet Yellen. Rob also discusses how the future of the economy isn't as bright as the past, and tips for young professionals. 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 October 2013
Guest host, Rob Black, of Rob Black & Your Money fills in for Chad Burton and discusses using mortgages as financial tools. Rob also discusses Twitter’s IPO, working until 80 years old, and the market rally. Email your money question to chad@newfocusfinancial.com, or call the show at 1-800-516-1220 from 1:00 p.m. to 2:00 p.m. (PDT) Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com. Commercial-Free |
Wed, 9 October 2013
Guest host, Rob Black, of Rob Black & Your Money fills in for Chad Burton and breaks down the big stories of the day including SPDRs, Exchange Traded Funds, the Tesla fire, government shutdown, and debt ceiling. Email your money question to chad@newfocusfinancial.com, or call the show at 1-800-516-1220 from 1:00 p.m. to 2:00 p.m. (PDT) Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com. Commercial-Free |
Tue, 8 October 2013
Guest host, Rob Black, of Rob Black & Your Money fills in for Chad Burton and shares what type of investments individual investors and financial advisors should avoid. Rob also breaks down the market numbers and big stories of the day. Email your money question to chad@newfocusfinancial.com, or call the show at 1-800-516-1220 from 1:00 p.m. to 2:00 p.m. (PDT) Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com. Commercial-Free |
Mon, 7 October 2013
Chad Burton, CFP®, discusses how the government shut down has affected the market. Chad also discusses:
Email your money question to chad@newfocusfinancial.com, or call the show at 1-800-516-1220 from 1:00 p.m. to 2:00 p.m. (PDT) Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com. Commercial-Free |
Fri, 4 October 2013
Guest host, Rob Black, of Rob Black & Your Money fills in for Chad Burton and shares strategies for creating wealth by having a certain mindset. Rob also breaks down the market numbers and big stories of the day. Email your money question to chad@newfocusfinancial.com, or call the show at 1-800-516-1220 from 1:00 p.m. to 2:00 p.m. (PDT) Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com. Commercial-Free |
Thu, 3 October 2013
Guest host, Rob Black, of Rob Black & Your Money fills in for Chad Burton and discusses how your nest egg goal should be 10 to 20 times your income. Rob also discusses growth companies that have secular growth still tied to them. Email your money question to chad@newfocusfinancial.com, or call the show at 1-800-516-1220 from 1:00 p.m. to 2:00 p.m. (PDT) Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com. Commercial-Free
Direct download: Newfo-0926-1300_RB_Full_32k.mp3
Category:Retirement Planning -- posted at: 12:07pm PDT |
Thu, 3 October 2013
Seventy percent of Americans don't have a budget. That's a truly alarming statistic. In this podcast, Chad Burton, CFP®, and Rob Black discuss how challenging it can be to stop splurging on items like new cars, the latest technology and memorable vacations and why people need to control their spending so they can fund their retirement. Commercial-Free
Direct download: 31046_rbcb_83_spending__saving.mp3
Category:financial planning -- posted at: 9:00am PDT |
Wed, 2 October 2013
Guest host, Rob Black, of Rob Black & Your Money fills in for Chad Burton and discusses the 4 important things investors need to keep in mind while constructing a portfolio. Rob also discusses momentum stocks like Amazon, Netflix and Tesla. 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, 1 October 2013
Chad Burton, CFP®, welcomes a very special guest, his dad, Bob Burton. Chad and Bob discuss living in Ecuador and the pros and cons of retiring overseas. 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, 1 October 2013
Chad Burton, CFP®, discusses the worst scams and financial advisors of 2013. Chad also discusses estate planning and how to keep a vacation home in your family for many years to come. Email your money question to chad@newfocusfinancial.com, or call the show at 1-800-516-1220 from 1:00 p.m. to 2:00 p.m. (PDT) Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com. Commercial-Free |
Mon, 30 September 2013
Guest host, Rob Black, of Rob Black & Your Money fills in for Chad Burton and discusses treating your retirement nest egg as a business during your working years (20-60). Rob also discusses the importance of term life, auto insurance, managing taxes and taking advantage of tax friendly investment vehicles such as a 401(k). Email your money question to chad@newfocusfinancial.com, or call the show at 1-800-516-1220 from 1:00 p.m. to 2:00 p.m. (PDT) Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com. Commercial-Free
Direct download: Newfo-0920-1300_EVERGREEN32k.mp3
Category:Retirement Planning -- posted at: 4:35pm PDT |
Mon, 30 September 2013
College costs keep rising. What can you do to help your child get an education without breaking the bank? In this podcast, Chad Burton, CFP, and Rob Black discuss college planning strategies and why you should always save for yourself first. They also discuss the importance of maxing out your 401(k) and the dangers of using life insurance as an investment, as well as useful online college planning resources. Commercial-Free
Direct download: 31018_rbcb_57_college_planning_SKYPE.mp3
Category:Education Planning -- posted at: 9:00am PDT |
Fri, 27 September 2013
Chad Burton, CFP®, discusses paying off student loans vs. funding a 401(k). Chad also takes your phone calls, emails and answers your money related questions related to:
Chad also breaks down the current market numbers and big stories of the day. Email your money question to chad@newfocusfinancial.com, or call the show at 1-800-516-1220 from 1:00 p.m. to 2:00 p.m. (PDT) Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com. Commercial-Free |
Thu, 26 September 2013
Estate planning nightmares don't just happen to the very rich. In this podcast, Chad Burton, CFP®, and Rob Black talk about some of the mistakes people make with estate planning, from not updating beneficiary designations or failing to designate who should receive precious family heirlooms. Then, they offer tips on how to leave a positive, lasting legacy, no matter how wealthy you are. Commercial-Free
Direct download: 31013_rbcb_52_estate_planning_nightmares_SKYPEOctober_2012.mp3
Category:Estate Planning -- posted at: 10:39am PDT |
Tue, 24 September 2013
Chad Burton, CFP®, discusses the importance of updating your estate plan as tax laws, financial situation, and other life events change. Chad also breaks down the current market numbers and big stories of the day. Email your money question to chad@newfocusfinancial.com, or call the show at 1-800-516-1220 from 1:00 p.m. to 2:00 p.m. (PDT) Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com. Commercial-Free |
Thu, 19 September 2013
Chad Burton, CFP®, discusses what to think about when investing in your child's education. Chad also discusses how to invest your money when your income increases. Email your money question to chad@newfocusfinancial.com, or call the show at 1-800-516-1220 from 1:00 p.m. to 2:00 p.m. (PDT) Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com. Commercial-Free |
Wed, 18 September 2013
Chad Burton, CFP®, discusses estate planning issues including gift taxes and charitable remainder trusts and ILIT's. Chad also discusses managing your home equity in retirement and gain exclusions. In addition, Chad takes your phone calls and answers questions related to 401ks vs. Roth IRAs and merging assets when getting married. Email your money question to chad@newfocusfinancial.com, or call the show at 1-800-516-1220 from 1:00 p.m. to 2:00 p.m. (PDT) Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com. Commercial-Free |
Tue, 17 September 2013
Guest host, Rob Black, of Rob Black & Your Money fills in for Chad Burton and shares some of his favorite tips for saving money on purchases and activities. Rob also breaks down the current market numbers and big stories of the day. Email your money question to chad@newfocusfinancial.com, or call the show at 1-800-516-1220 from 1:00 p.m. to 2:00 p.m. (PDT) Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com. Commercial-Free |
Mon, 16 September 2013
Chad Burton, CFP®, welcomes Michelle Lerman, Estate Planning Attorney, of Lerman Law Partners, LLP. Michelle discusses the top issues of estate planning so you can protect your assets. Email your money question to chad@newfocusfinancial.com, or call the show at 1-800-516-1220 from 1:00 p.m. to 2:00 p.m. (PDT) Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com. Commercial-Free
Direct download: Newfo-0911-1300_Michelle_Lermann_segment.mp3
Category:Estate Planning -- posted at: 5:25pm PDT |
Mon, 16 September 2013
Chad Burton, CFP®, welcomes Brett Manning, Senior Marketing Analyst, of Briefing.com. Chad and Brett discuss the recent market trends. Chad also discusses Social Security tricks and the pillars of retirement income planning. 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, 13 September 2013
Guest host, Rob Black, of Rob Black & Your Money fills in for Chad Burton and discusses the weak August jobs report and the implications for tapering. Rob also discusses Apple’s recent big event and the importance of China for the company. 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, 12 September 2013
Guest host, Rob Black, of Rob Black & Your Money fills in for Chad Burton today and welcomes Tony Mendes, Branch Manager of BayAreaLoanSource.com. Rob and Tony break down the current job market. Rob and Tony also discuss where the economy is heading and the big stories of the day. Email your money question to chad@newfocusfinancial.com, or call the show at 1-800-516-1220 from 1:00 p.m. to 2:00 p.m. (PDT) Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com. Commercial-Free |
Tue, 10 September 2013
Chad Burton, CFP®, discusses the current news in Wall Street and how to get yourself to retirement. Chad also breaks down the market numbers and big stories of the day. Email your money question to chad@newfocusfinancial.com, or call the show at 1-800-516-1220 from 1:00 p.m. to 2:00 p.m. (PDT) Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com. Commercial-Free |
Tue, 10 September 2013
Chad Burton, CFP®, goes in depth about two important issues regarding retirement:
Email your money question to chad@newfocusfinancial.com, or call the show at 1-800-516-1220 from 1:00 p.m. to 2:00 p.m. (PDT) Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com. Commercial-Free |
Thu, 5 September 2013
Chad Burton, CFP®, welcomes Scott Smith, CMT and Senior Technical Analyst, at Briefing.com. Scott discusses the technical issues that you need to think about in the market. Scott also breaks down the current market conditions and what to be aware of in the upcoming quarter. 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, 5 September 2013
Are you afraid of the markets? Recent events have scared many people off of investing, but the reality is that a smart, disciplined approach to creating a diversified portfolio is still the best way to build wealth. In this podcast, Chad Burton, CFP®, and Rob Black discuss the dangers of emotional investing and the hazards that come with trying to time the market. Commercial-Free
Direct download: 31049_rbcb_86_fear_of_the_markets_2013_highs.mp3
Category:Investments -- posted at: 9:00am PDT |
Fri, 30 August 2013
Chad Burton, CFP®, goes in depth about what you need to include, and what you’ll expect, when calculating your retirement draw rate so that you'll avoid any unpleasant surprises when you retire. Email your money question to chad@newfocusfinancial.com, or call the show at 1-800-516-1220 from 1:00 p.m. to 2:00 p.m. (PDT) Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com. Commercial-Free
Direct download: Newfo-0827-1300_EVERGREEN32k.mp3
Category:Retirement Planning -- posted at: 4:30pm PDT |
Fri, 30 August 2013
People who are married—and even couples who are co-habiting—need to take action to protect their assets. In this podcast, Chad Burton, CFP®, and Rob Black discuss the co-mingling of assets and what steps people can take (including getting a pre-nup) to protect their wealth in case a relationship ends. Commercial-Free
Direct download: 31032_rbcb_71_palimony__pre-nups.mp3
Category:financial planning -- posted at: 9:43am PDT |
Wed, 28 August 2013
Chad Burton, CFP®, discusses updating your trust and being aware of the issues that your kids are dealing with so that their inheritance gets properly managed. Chad also takes your calls, emails and answers your money questions such as:
Email your money question to chad@newfocusfinancial.com, or call the show at 1-800-516-1220 from 1:00 p.m. to 2:00 p.m. (PDT) Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com. Commercial-Free |
Tue, 27 August 2013
Rob Black, of Rob Black & Your Money, discusses the latest news in the real estate market. Rob also breaks down the market numbers and big stories of the day. Email your money question to chad@newfocusfinancial.com, or call the show at 1-800-516-1220 from 1:00 p.m. to 2:00 p.m. (PDT) Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com. Commercial-Free |
Thu, 22 August 2013
Chad Burton, CFP®, discusses the top financial mistakes that people make and how to make better financial decisions so you can have a comfortable retirement. Email your money question to chad@newfocusfinancial.com, or call the show at 1-800-516-1220 from 1:00 p.m. to 2:00 p.m. (PDT) Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com. Commercial-Free |
Thu, 22 August 2013
The internal fees for a 401(k) plan can be far steeper than many people realize. While there are new laws mandating better disclosure of plan fees, many people don't understand how fees can impact their overall retirement savings plan. In this podcast, Chad Burton, CFP®, and Rob Black explain what you can do if you're stuck with a 401(k) with high fees. Commercial-Free
Direct download: 401K_fees_annual_fees_no-load_funds_403B.mp3
Category:Retirement Planning -- posted at: 9:00am PDT |
Tue, 20 August 2013
Chad Burton, CFP®, shares financial planning tips for when a loved one passes away. In addition to breaking down the market numbers and the big stories of the day, Chad also takes your calls and emails and answers your money questions related to international funds, annuities, and social security. Email your money question to chad@newfocusfinancial.com, or call the show at 1-800-516-1220 from 1:00 p.m. to 2:00 p.m. (PDT) Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com. Commerical-Free |
Mon, 19 August 2013
Chad Burton, CFP®, shares important pre-marriage financial advice such as income, debt, budget, estate planning, renting vs. buying a home, and how to set up a well-crafted prenuptial agreement. Chad also takes your calls and emails and answers your money questions related to asset classes and retirement. Email your money question to chad@newfocusfinancial.com, or call the show at 1-800-516-1220 from 1:00 p.m. to 2:00 p.m. (PDT) Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com. Commercial-Free
Direct download: Newfo-0815-1300_EVERGREEN_32k.mp3
Category:financial planning -- posted at: 4:42pm PDT |
Fri, 16 August 2013
Chad Burton, CFP®, discusses retirement issues and addresses the following questions:
Chad also takes your emails and answers your money questions related to Roth 401(k)s and retirement. Download the health care reform report that Chad mentions on the show from OnlyHealthInsurance. 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, 15 August 2013
Today, guest host Rob Black, of Rob Black & Your Money, fills in for Chad Burton and discusses what investments to avoid and tips for diversifying your retirement portfolio. Rob also breaks down the market numbers and big stories of the day. Email your money question to chad@newfocusfinancial.com, or call the show at 1-800-516-1220 from 1:00 p.m. to 2:00 p.m. (PDT) Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com. Commercial-Free |
Wed, 14 August 2013
Chad Burton, CFP®, discusses the basic steps to take to get in the right direction for retirement. In addition to breaking down the market numbers and the big stories of the day, Chad also takes your calls and emails and answers your money questions related to annuities, gold and silver. Email your money question to chad@newfocusfinancial.com, or call the show at 1-800-516-1220 from 1:00 p.m. to 2:00 p.m. (PDT) Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com. Commercial-Free |
Mon, 12 August 2013
Guest host, Rob Black, of Rob Black & Your Money fills in for Chad Burton today and welcomes Tony Mendes, Branch Manager of BayAreaLoanSource.com. Tony shares tips on refinancing your home and goes in depth about cash out refinancing. Tony also discusses websites such as Trulia and Zillow as research tools for buyers and sellers. Rob reviews which social media companies to invest in and the future of the internet and technology. 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, 9 August 2013
Chad Burton, CFP®, discusses the pros and cons of being self-employed such as business structure, benefits, the hidden extra costs, and taxes. Chad also goes in depth about indexes. Email your money question to chad@newfocusfinancial.com, or call the show at 1-800-516-1220 from 1:00 p.m. to 2:00 p.m. (PDT) Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com. Commerical-Free |
Thu, 8 August 2013
Chad Burton, CFP®, discusses what to look for when choosing an identity theft protection service. In addition to breaking down the market numbers and the big stories of the day, Chad also takes your calls, emails and answers your money questions related to REITs, IRAs, credit cards, and debt. 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 August 2013
Credit and charge cards are great tools, provided you use them properly. In this podcast, Chad Burton, CFP®, and Rob Black, discuss how you can use credit cards and Upromise.com to save money in a 529 plan for college, using a credit card to accumulate airline miles, and when credit card "perks" may not be such a great deal. Commercial-Free
Direct download: Charge_cards_youpromise_529_bankrate_ID_theft_insurance.mp3
Category:Credit Cards -- posted at: 9:00am PDT |
Wed, 7 August 2013
Chad Burton, CFP®, welcomes Scott Smith, CMT and Senior Technical Analyst, of Briefing.com. Scott discusses current market conditions on a technical basis and investment ideas for the upcoming quarter. Chad also discusses what people worry about when they plan for retirement and the big stories of the day. Email your money question to chad@newfocusfinancial.com, or call the show at 1-800-516-1220 from 1:00 p.m. to 2:00 p.m. (PDT) Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com. Commercial-Free |
Mon, 5 August 2013
Guest host, Rob Black, of Rob Black & Your Money fills in for Chad Burton today and discusses real estate as an investment and its returns compared to stocks and bonds. Rob also breaks down the market numbers and big stories of the day. Email your money question to chad@newfocusfinancial.com, or call the show at 1-800-516-1220 from 1:00 p.m. to 2:00 p.m. (PDT) Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com. Commercial-Free |
Thu, 1 August 2013
You may have seen ads for mortgage accelerators—expensive products that purport to help you reduce your interest and pay off your mortgage early. In this podcast, Chad Burton, CFP®, and Rob Black explain why you should be skeptical of mortgage accelerators and other "too-good-to-be-true" products you see advertised. They also explain why CNBC may be the worst place to turn for financial news. Commercial-Free
Direct download: Paying_off_Mortgage_early_CNBC_accelerate_mortgage.mp3
Category:Housing Mortgage -- posted at: 9:00am PDT |
Wed, 31 July 2013
Chad Burton, CFP®, discusses the different levels of diversification and asset class selection. Chad also breaks down the market numbers and big stories of the day. Email your money question to chad@newfocusfinancial.com, or call the show at 1-800-516-1220 from 1:00 p.m. to 2:00 p.m. (PDT) Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com. Commercial-Free
Direct download: Newfo-0731-1300_non-evergreen_32k.mp3
Category:Investments -- posted at: 5:25pm PDT |
Tue, 30 July 2013
Chad Burton, CFP®, discusses the various scenarios of taking Social Security and modeling it after your financial plan. Chad also shares some tips for proper retirement planning. Email your money question to chad@newfocusfinancial.com, or call the show at 1-800-516-1220 from 1:00 p.m. to 2:00 p.m. (PDT) Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com. Commercial-Free
Direct download: Newfo-0730-1300_EVERGREEN32k.mp3
Category:Retirement Planning -- posted at: 4:53pm PDT |
Mon, 29 July 2013
Guest host, Rob Black, of Rob Black & Your Money fills in for Chad Burton today and welcomes Tony Mendes, Branch Manager of BayAreaLoanSource.com. Rob and Tony discuss the current trends in the real estate market and economy and its effect on baby boomers and millennials. Rob also breaks down the market numbers and big stories of the day. Email your money question to chad@newfocusfinancial.com, or call the show at 1-800-516-1220 from 1:00 p.m. to 2:00 p.m. (PDT) Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com. Commercial-Free |
Fri, 26 July 2013
Chad Burton, CFP®, discusses mutual funds and their star rating. Steve Hyman, Real Estate Agent in Half Moon Bay, calls the show and discusses bitcoin currency. Chad also breaks down the market numbers and big stories of the day. Email your money question to chad@newfocusfinancial.com, or call the show at 1-800-516-1220 from 1:00 p.m. to 2:00 p.m. (PDT) Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com. Commercial-Free |
Fri, 26 July 2013
Chad Burton, CFP®, discusses bank loan funds and the risks and rewards involved with this type of investment. Chad also breaks down the market numbers and big stories of the day. Email your money question to chad@newfocusfinancial.com, or call the show at 1-800-516-1220 from 1:00 p.m. to 2:00 p.m. (PDT) Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com. Commercial-Free |
Thu, 25 July 2013
Chad Burton, CFP®, discusses what investments to avoid when building wealth, and how to make better investment decisions. Chad also breaks down the market numbers and big stories of the day. Rob Black, of Rob Black & Your Money, calls the show and shares the latest earnings from AT&T and Apple. Email your money question to chad@newfocusfinancial.com, or call the show at 1-800-516-1220 from 1:00 p.m. to 2:00 p.m. (PDT) Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com. |
Thu, 25 July 2013
Warren Buffett is the Michael Jordan of investors, and his many quips—"Pain today, gain tomorrow"; "Never invest in a business you can't understand"; "Be fearful when others are greedy, and be greedy when others are fearful"—offer guidance to those looking to make smart money choices. In this podcast, Chad Burton, CFP®, and Rob Black discuss the pros and cons of adopting Warren Buffett's approach to investing. Commercial-Free |
Wed, 24 July 2013
Chad Burton, CFP®, goes in depth about estate planning and how to save on estate taxes. Chad also breaks down the market numbers and big stories of the day. Email your money question to chad@newfocusfinancial.com, or call the show at 1-800-516-1220 from 1:00 p.m. to 2:00 p.m. (PDT) Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com. |
Tue, 23 July 2013
Guest host, Rob Black, of Rob Black & Your Money fills in for Chad Burton today and discusses retirement tips and what your financial position should be according to your age. Rob also discusses what to avoid for your investment portfolio. Email your money question to chad@newfocusfinancial.com, or call the show at 1-800-516-1220 from 1:00 p.m. to 2:00 p.m. (PDT) Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com. |
Thu, 18 July 2013
Guest host, Rob Black, of Rob Black & Your Money fills in for Chad Burton today and discusses important warning signs to look out for when choosing a financial planner. Rob also breaks down the market numbers and big stories of the day. Email your money question to chad@newfocusfinancial.com, or call the show at 1-800-516-1220 from 1:00 p.m. to 2:00 p.m. (PDT) Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com. |
Wed, 17 July 2013
Chad Burton, CFP®, breaks down the market numbers and big stories of the day. Chad also takes phone calls and money questions related to mortgages, loans, foreclosure, pensions, and insurance policies. 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. |
Tue, 16 July 2013
Chad Burton, CFP®, welcomes David Nadel, Portfolio Manager and Director of International Research, of The Royce Funds. David discusses the international and emerging markets and the value these asset classes provide for a diverse portfolio. 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. |
Mon, 15 July 2013
Guest host, Rob Black, of Rob Black & Your Money fills in for Chad Burton today and welcomes Tony Mendes, Branch Manager of BayAreaLoanSource.com. Tony discusses the current real estate market trends and shares strategies as an investor or an individual home owner. Rob also breaks down the market numbers and big stories of the day. Email your money question to chad@newfocusfinancial.com, or call the show at 1-800-516-1220 from 1:00 p.m. to 2:00 p.m. (PDT) Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com. |
Fri, 12 July 2013
Guest host, Rob Black, of Rob Black & Your Money fills in for Chad Burton today and discusses good debt vs. bad debt. He also breaks down the market numbers and big stories of the day. Email your money question to chad@newfocusfinancial.com, or call the show at 1-800-516-1220 from 1:00 p.m. to 2:00 p.m. (PDT) Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com. |
Thu, 11 July 2013
Chad Burton, CFP®, discusses what to do when your parents can no longer make financial decisions on their own. Chad also breaks down the market numbers and big stories of the day. Email your money question to chad@newfocusfinancial.com, or call the show at 1-800-516-1220 from 1:00 p.m. to 2:00 p.m. (PDT) Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com. |
Thu, 11 July 2013
Most people don't want to talk about life insurance, since it involves thinking about their own mortality. While life insurance is essential for some (such as those with young kids), it's not as important for others. With so many different types of policies, it can be hard to know if you need insurance and if so, what kind. In this podcast, Chad Burton, CFP®, and Rob Black discuss some of the different types of life insurance and how to make a smart decision about buying a policy. |
Wed, 10 July 2013
Chad Burton, CFP®, discusses alternative assets for large portfolios. In addition to breaking down the big stories of the day, Chad also goes in depth about selling a rental property, a 1031 Exchange, and an alternative way to buying a home without drawing money from your IRA. 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. |
Tue, 9 July 2013
Chad Burton, CFP®, discusses how the sequester is affecting the job market, healthcare, and retirement. Chad also breaks down the market numbers and big stories of the day. Email your money question to chad@newfocusfinancial.com, or call the show at 1-800-516-1220 from 1:00 p.m. to 2:00 p.m. (PDT) Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com. |
Thu, 4 July 2013
Creating a budget isn't fun or sexy, but it's a crucial part of the planning process. In this podcast, Chad Burton, CFP®, and Rob Black review some of the tools you can use to track your expenses, so that you can determine how much it's possible to save, when you can retire, and whether you'll be able to achieve your long-term goals. www.NewFocusFinancial.com |
Wed, 3 July 2013
Chad Burton, CFP®, welcomes Scott Smith, CMT and Senior Technical Analyst, of Briefing.com. Scott discusses his favorite indicators to look at when approaching the market. Chad also discusses the latest financial news and fraud alerts from FINRA. 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. |
Fri, 28 June 2013
Chad Burton, CFP®, welcomes Jim Moffett, CFA Manager of Scout International Fund. Jim goes in depth about international investing and the current global market environment. Email your money question to chad@newfocusfinancial.com, or call the show at 1-800-516-1220 from 1:00 p.m. to 2:00 p.m. (PDT) Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com. |
Thu, 27 June 2013
Chad Burton, CFP®, welcomes Michelle Lerman, Estate Planning Attorney, of Lerman Law Partners, LLP. Michelle discusses the various aspects of estate planning and shares tips that will help families plan their estate. 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.
Direct download: Newfo-0626-1300_w_Michelle_Lerman_EVERGREEN32k.mp3
Category:Estate Planning -- posted at: 5:05pm PDT |
Thu, 27 June 2013
Divorce after age 50—or "gray divorce"—can be financially messy. In this podcast, Rob Black and Chad Burton, CFP®, review some of the issues that can arise when a marriage ends later in life. They discuss what happens to pensions in a divorce, why you need a qualified domestic relations order (QDRO) and the importance of changing account beneficiaries. www.NewFocusFinancial.com
Direct download: 31038_rbcb_77_gray_divorce.mp3
Category:Retirement Planning -- posted at: 9:00am PDT |
Wed, 26 June 2013
Chad Burton, CFP®, welcomes Brett Manning, Senior Marketing Analyst, of Briefing.com. Brett discusses technical and sentiment analysis and how they influence trading and investment decisions. Chad also discusses the biggest 401(k) mistakes that people make. 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. |
Mon, 24 June 2013
Guest host, Rob Black, of Rob Black & Your Money fills in for Chad Burton today and breaks down the market numbers and big stories of the day. He also discusses the psychology of investing and spending and the importance of adjusting your investment strategy as the rules change. 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. |
Fri, 21 June 2013
Guest host, Rob Black, of Rob Black & Your Money fills in for Chad Burton today and breaks down the market numbers and big stories of the day. He also goes in depth about the plunge in global financial markets and its economic impact. Email your money question to chad@newfocusfinancial.com, or call the show at 1-800-516-1220 from 1:00 p.m. to 2:00 p.m. (PDT) Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com. |
Thu, 20 June 2013
Guest host, Rob Black, of Rob Black & Your Money fills in for Chad Burton today and breaks down the market numbers and big stories of the day. He also discusses the importance of budgeting, planning, and goal setting.
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Wed, 19 June 2013
In this episode, Certified Financial Planner™, Chad Burton breaks down the market numbers and big stories of the day. He also discusses investing in real estate vs. stocks and investing tax-efficiently.
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Wed, 19 June 2013
In this episode, Certified Financial Planner™, Chad Burton breaks down the market numbers and big stories of the day. Chad Burton also takes phone calls and money questions related to taxes, insurance, retirement planning, estate, planning and investing. Email Chad 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). Friday’s show will be hosted by Rob Black of Rob Black and Your Money.
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Tue, 18 June 2013
Guest host, Rob Black, of Rob Black & Your Money breaks down the market numbers and big stories of the day. He also takes phone calls and money questions related to taxes, insurance, retirement planning, estate, planning and investing. Email your money question to chad@newfocusfinancial.com, or call the show at 1-800-516-1220 from 1:00 p.m. to 2:00 p.m. (PDT)
Direct download: Newfo-0614-1300_w_Rob_32k.mp3
Category:financial planning -- posted at: 10:36am PDT |
Fri, 14 June 2013
Chad Burton, CFP®, breaks down the market numbers and big stories of the day. He also shares tips on Social Security and setting new expectations in retirement. www.NewFocusFinancial.com |
Thu, 13 June 2013
Chad Burton, CFP®, breaks down the market numbers and big stories of the day. He also discusses paying down your mortgage vs. investing and where to put your money after you max out your 401(k). www.NewFocusFinancial.com |
Wed, 12 June 2013
In this episode, CERTIFIED FINANCIAL PLANNER™ Chad Burton breaks down the market numbers and big stories of the day. Chad also discusses technical analysis with www.Briefing.com Senior Technical Analyst, Scott Smith, CMT, Roth 401(k)s vs. regular 401(k) and takes listener phone calls. www.NewFocusFinancial.com |
Wed, 12 June 2013
In this episode, CERTIFIED FINANCIAL PLANNER™ professional Chad Burton breaks down the market numbers and big stories of the day including Apple, Google and Waze, as well as Vanguard adding international bonds. Chad also discusses selling your home in retirement and takes listener phone calls. 1-888-762-2423 |
Thu, 6 June 2013
So, you've maxed out your 401(k) contributions. Now what? In this podcast, Chad Burton, CFP®, explains how to determine what types of assets to allocate toward tax-free vs. taxable accounts. www.NewFocusFinancial.com
Direct download: Tax_efficient_investing_asset_allocation_ROTH_IRA_401K_building_wealth_taxable_accounts.mp3
Category:Investments -- posted at: 9:00am PDT |
Tue, 4 June 2013
Stay up-to-date with the latest bond trends and asset bubbles. In this episode, Chad Burton, CFP®, breaks down recent bond market activity and reviews bonds you may want to consider. Chad also discusses asset bubbles you may not notice, as well as gifting restricted stock units to charity. www.NewFocusFinancial.com
Direct download: Chad_Burton_6-3-13_podcast_w_seminar_spots_32k_HARD.mp3
Category:Fixed Income Investing -- posted at: 2:49pm PDT |
Thu, 30 May 2013
Holding a mortgage has certain benefits, can pre-paying be worth the risks? In this podcast, Chad Burton, CFP®, reviews the benefits of having a mortgage with a balance great enough to claim a beneficial tax deduction. Find out what factors affect the affordability of a mortgage, including interest rates and wage inflation.
Direct download: Prepay_Mortgage_15_year_mortgage_tax_desuctions.mp3
Category:Housing Mortgage -- posted at: 9:00am PDT |
Thu, 23 May 2013
In this podcast, Chad Burton, CFP®, discusses planning and projecting retirement expenses, including inflation, healthcare costs, taxes, home improvements and new cars. He also explains how to navigate the U.S. tax system and save on taxes. www.NewFocusFinancial.com
Direct download: Retirement_planning_expenses_inflation.mp3
Category:Retirement Planning -- posted at: 9:00am PDT |
Tue, 21 May 2013
From choosing the right major and college to 529 plans, these important tips will help you before spending thousands on your child's college education with Chad Burton, CFP®, and college advisor Lisa Steele. Together, they address Education Savings Accounts and valuable financial aid websites. www.NewFocusFinancial.com
Direct download: Chad_Burton_5-20-13_Kids_and_College_32k_Hard.mp3
Category:College Savings -- posted at: 2:33pm PDT |
Wed, 15 May 2013
Learn about creating retirement income you can’t outlive. In this episode, Chad Burton, CFP®, provides strategies for building and retaining wealth, covering defined benefit plans and other options for the self-employed, considerations when creating an S corporation, as well as insurance tips. Also, Chad covers the state of the financial markets from gold to Q1 2013 earnings and revenue results. www.NewFocusFinancial.com
Direct download: Chad_Burton_5-13-13_easy_32k.mp3
Category:Retirement Planning -- posted at: 1:50pm PDT |
Wed, 8 May 2013
Do you need long-term-care insurance? Chad Burton, CFP®, discusses the pros and cons of purchasing this type of coverage, which can cover the cost of nursing home stay that Medicare won’t pay for and may also help you live independently for longer. Long-term-care coverage is expensive, however, and Chad explains why it’s generally a good idea to buy it before you turn 65. www.NewFocusFinancial.com
Direct download: Long_Term_Care_Insurance_self_insure_nursing_home.mp3
Category:Long-Term-Care Insurance -- posted at: 10:30am PDT |
Wed, 8 May 2013
Learn what you need to know about international small-cap investing with Chad Burton, CFP®, and David Nadel, a Portfolio Manager and Director of International Research at Royce & Associates, LLC. David brings to the discussion over 20 years of experience, and has been named twice to the Institutional Investor All-American Research Team. Also on the podcast, Chad answers listener’s email questions on Roth IRAs and Real Estate LLCs. www.NewFocusFinancial.com
Direct download: Chad_Burton_w_David_Nadel_5-6-13_Easy_32k.mp3
Category:International Investing -- posted at: 8:40am PDT |