Tue, 24 May 2022
On this episode of New Focus On Wealth, Chad talks about why this has been one of the worst times for balanced portfolios in years, reiterating the importance of a detailed retirement plan with 3 years of portfolio draws readily available in cash. Next, Chad talks about interest rates and the likelihood of a soft landing for the US economy. Listen now as Chad talks about the opportunity that rough waters present and how you can take advantage of it! Email your money question to chad@chadburton.com. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com |
Tue, 24 May 2022
On this episode of New Focus On Wealth, Chad talks about why this has been one of the worst times for balanced portfolios in years, reiterating the importance of a detailed retirement plan with 3 years of portfolio draws readily available in cash. Next, Chad talks about interest rates and the likelihood of a soft landing for the US economy. Listen now as Chad talks about the opportunity that rough waters present and how you can take advantage of it! Email your money question to chad@chadburton.com. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com |
Sat, 14 May 2022
Listen to the latest episode of New Focus On Wealth with host Chad Burton as he explains why this has been one of the toughest years for balanced portfolios since 2008. Do the recent market pullbacks present a desirable buying opportunity or should you be cautious as the trend continues downward? Chad sees opportunity as we approach what he believes to be close to peak inflation rates and pullbacks that may be harsher than they should be. Listen now to learn how to take advantage. Email your money question to chad@chadburton.com. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com
Direct download: New_Focus_Chad_Burton_Ep1248_Revised.mp3
Category:general -- posted at: 11:47am PDT |
Mon, 2 May 2022
On this episode of New Focus On Wealth, Chad talks about the bond market and whether or not you can refer to it as a hint of an incoming recession. Next, Chad talks about what you can do if you expect a pending recession. Listen now, you won’t want to miss this episode. Email your money question to chad@chadburton.com. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com |
Wed, 27 April 2022
Join Rob and Chad for the latest episode of Joining Me Now as they discuss the age-old question of whether or not you should pay off your mortgage early. Rob and Chad discuss the various scenarios in which you should and shouldn’t pay off your mortgage early, noting the list of factors like taxes and interest rates that come into play. Listen now! Email your money question to chad@chadburton.com. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com |
Tue, 26 April 2022
On this episode of Joining Me Now, Rob and Chad discuss their encounters that made for an interesting tax season. Next, your favorite co-hosts talk about the biggest fears among current retirees, noting that the war in Ukraine and inflation are among the most common answers. Listen now as Rob and Chad discuss retirement and how to plan for it, plus what Chad has seen over the course of his career that has changed what he plans to do before and during retirement. Email your money question to chad@chadburton.com. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com |
Fri, 22 April 2022
On this episode of New Focus on Wealth, Chad opens with a discussion about what he noticed during this round of tax returns, noting that capital gain distributions were the highest he’s seen since he started doing radio in 1999. Next, Chad breaks down the tax surprises some people may have noticed after investing in mutual funds. Listen now as Chad talks taxes, retirement, and gifting in his return from radio silence during peak tax season. Email your money question to chad@chadburton.com. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com |
Fri, 25 March 2022
In this episode of New Focus On Wealth, Chad talks about interest rates and the cause of inflation. Next, Chad moves on to explain why and how you should get your gifting out of the way now instead of the end of the year. Listen now as Chad discusses alternative retirement investments as retirement becomes more expensive than ever. Email your money question to chad@chadburton.com. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com
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Wed, 23 March 2022
In this episode of Joining Me Now, Rob and Chad discuss what retirement means in 2022, noting the change in perception for pre-retirement due to the lifestyle change brought by the pandemic. Next, Rob and Chad discuss the important conversations spouses may want to have as they approach their ideal retirement age. Listen to Rob and Chad as they take a deep dive into retirement and the decisions you may or may not be forced to make. Email your money question to chad@chadburton.com. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com |
Tue, 22 March 2022
In this episode of New Focus On Wealth, Chad goes over a brief market overview, addressing the problems that come with inflation and geopolitical issues the US currently faces. Next, Chad addresses the importance of not scaring yourself out of the market and remaining updated on the performance of your portfolio, noting that it’s crucial to allow the stocks you want to sell in fear to remain in your portfolio to recover. You won’t want to miss this episode. Join the discussion now! Email your money question to chad@chadburton.com. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com |
Tue, 15 March 2022
In this episode of Joining Me Now, Chad and Rob answer a question from a listener. Should they pay off their mortgage? Chad reveals his thoughts on the matter. Next, Chad goes over the reasons to be cautious about working with family and the benefit he sees in watching his son earn experience elsewhere. Listen now to hear Chad address the most common issue that you have to avoid to reach the potential of your long-term investments. Email your money question to chad@chadburton.com. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com |
Thu, 3 March 2022
On the latest episode of New Focus On Wealth, Chad addresses the recent State Of The Union address from President Biden. Chad notes that it's rare to see an oil price spike without a lingering recession. Moving onto Crypto, Chad notes that the meme-coin bubble has burst but that the recent fiscal developments overseas make the outline for crypto more interesting. How soon are we due for a recession? Are the warning signs already in place? Listen now to find out. Email your money question to chad@chadburton.com. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com |
Tue, 22 February 2022
On this episode of New Focus On Wealth, Chad provided a brief market update before moving on to a discussion on inflation. Are you looking at inflation the right way? Chad notes that inflation will not maintain the same trajectory because it is judged based on the previous year, meaning that while inflation rates look like they are going down, the level of inflation is still relatively high based on the decades of low inflation. You won’t want to miss this episode. Listen now! Email your money question to chad@chadburton.com. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com |
Mon, 14 February 2022
On this episode of New Focus On Wealth, Chad provides a brief market update before moving on to a discussion on asset allocation. What are the pros and cons of rolling over your 401K? Chad makes some points that may change your view on 401K rollovers. You won't want to miss this one! Email your money question to chad@chadburton.com. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com |
Mon, 7 February 2022
On this episode of New Focus On Wealth, Chad recaps the rough month of January and gives his advice to new investors. Noting that starting a retirement account and utilizing apps like Acorns is a great way to start investing. Listen now as Chad speaks on altcoins, NFTs, and more! Email your money question to chad@chadburton.com. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com |
Tue, 1 February 2022
On this episode of Joining Me Now, Rob and Chad talk about detailed cash flow projections for retirement and how it affects asset allocation and tax projections. Listen now as Rob and Chad discuss the ins and outs of retirement and tax planning on this info-packed episode! Email your money question to chad@chadburton.com. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com |
Fri, 28 January 2022
On this episode of New Focus on Wealth, Chad talks about the recent stock market correction as well as the pullback on cryptocurrency. Chad notes the attractive buying opportunity that stock market pullbacks provide and the importance of asset allocation, buying assets in the right accounts. Next, Chad talks about emerging markets, inflation, and how to approach the bond market. Listen now! Email your money question to chad@chadburton.com. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com |
Wed, 26 January 2022
On this episode of Joining Me Now, Rob and Chad discuss what it means to invest in the S&P 500. Chad notes how tech-heavy and less diversified the index is than ever before. Next, Rob moves on to discuss portfolio diversification where Chad mentions how over the last 15-20 years, globally diversified portfolios have outperformed those that are not internationally diversified. Chad mentions the value found in international markets. Rob and Chad move on to discuss portfolio projects for retirement and tax-efficient investing. Chad notes that exposure to small-cap and high turnover funds should be held in retirement accounts to avoid the tax bill that comes from capital gains from those funds. Email your money question to chad@chadburton.com. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com |
Thu, 20 January 2022
On this episode of New Focus on Wealth, Chad discusses the recent pullback on the stock market, noting how technology driven the S&P 500 has become. Chad then moves on to inflation and the high level of resignations around the country. Finally, Chad goes over the 7 tests to determine how ready you are for retirement. Listen now to figure out how to get Chad’s blessing! Email your money question to chad@chadburton.com. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com |
Fri, 14 January 2022
On this episode of New Focus on Wealth, Chad starts off with an analysis of the bond market and wage inflation, noting that wage inflation continues to be an issue causing worker shortages. Next, Chad talks about the risk of investing in Crypto, noting that 2022 will continue to see security issues with digital wallets. Listen now to hear what Chad thinks about the fear of missing out on Crypto and the various risks it presents with not only performance but security-wise as well. Email your money question to chad@chadburton.com. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com |
Thu, 6 January 2022
On this episode of New Focus On Wealth, Chad answers a listener’s question on social security. Does Chad think this listener’s combination of social security and rental property income will be too much of a tax burden to allow him to live the life he wants? Next, Chad explains why he thinks I bonds may require you to jump through too many hoops than they are worth. Listen now! Email your money question to chad@chadburton.com. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com |
Wed, 5 January 2022
On this episode of New Focus On Wealth, Chad goes over tax withholding and the importance of staying up to date on your tax projections as your portfolio changes throughout the year. Next, Chad discusses the unlikelihood that the government will be able to close back door loopholes for tax savings on retirement accounts anytime soon. Chad then moves on to recap market performance for 2021, noting the importance of not scaring yourself out of the market and rather using dips as buying opportunities. Listen now! Email your money question to chad@chadburton.com. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com |
Sun, 26 December 2021
In this episode of New Focus on Wealth, Chad goes over the differences between Exchange Traded Funds and mutual funds, noting that ETFs allow for improved tax efficiency while mutual funds are causing massive tax bills. Next, Chad notes how purchasing different types of assets in different types of accounts can provide attractive tax benefits. You won’t want to miss this episode. Listen to this loaded episode now! Email your money question to chad@chadburton.com. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com |
Mon, 20 December 2021
On this episode, Chad discusses the opinions of Bond Guru Jeffrey Gundlach and the current bond market outlook. Next, Chad lists the dangers of online retirement planning tools, noting that most online tools can’t handle the complications of retirement tax planning. What’s the current outlook for bonds? Are free online retirement tools safe to make decisions with? Listen to this loaded episode now! Email your money question to chad@chadburton.com. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com |
Thu, 9 December 2021
On this episode of A New Focus On Wealth, Chad goes over market performance over the last two weeks. Next, Chad talks about the causes of inflation and interest rate expectations over the next couple of years. Chad then moves on to retirement topics including the new version of the 4% rule, social security, and new ways to plan. Listen to this loaded episode now! Email your money question to chad@chadburton.com. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com
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Fri, 12 November 2021
In this episode of A New Focus On Wealth, Chad addresses wage inflation and what to expect from inflation over the next decade. Next, Chad talks about FICA, retirement income, and inheritance planning that will prevent your kids from paying more than they need to in taxes. Do you have enough saved in retirement? How much do you need to cover expenses until age 100? Listen now and find out. Email your money question to chad@chadburton.com. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com |
Thu, 11 November 2021
In this episode of A New Focus On Wealth, Chad discusses whether stocks or real estate is the better investment. Is one truly better than the other or does it depend on your situation? Listen now for an in-depth answer that addresses taxes, cash flow, retirement, and all the variables that remain important to determining the best answer to this common question. Email your money question to chad@chadburton.com. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com |
Tue, 9 November 2021
In this episode of Joining Me Now, Chad and Rob discuss the importance of keeping your significant other up to speed on your finances. Quarterly meetings with your financial planner are a great way to make sure both parties are aware of what’s going on and a checklist will help guide you through the chaos. Next, Chad talks about 401k rollovers and inflation before transitioning into tax planning. Listen now! Email your money question to chad@chadburton.com. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com |
Fri, 5 November 2021
On today’s show, Chad discusses stocks vs. real estate. Which is a better option over the long term? What are the pros and cons of Real Estate? How can you win in real estate if stocks have better long-term price appreciation and less headache? Chad explains how to prepare financially to become a real estate investor. Tune in now to find out more! Email your money question to chad@chadburton.com. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com |
Thu, 4 November 2021
The mad rush for year-end gifting and estate planning for the wealthy may all be for not. Biden’s recent proposal eliminated the attack on certain trusts and gifting strategies as well as the proposed increase in capital gains tax. Chad also gives an update on impressive earnings results for Q3, discusses cryptocurrency scams, and gives a quick answer to “How Much Do I Need to Retire?” Tune in now to find out more! Email your money question to chad@chadburton.com. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com |
Fri, 29 October 2021
In this episode of New Focus on Wealth, Chad dives into tax and property laws, the pros and cons of having a mortgage. Next, Chad answers a question from a listener about annuities. To close, Chad chad shares his stance on the new Bitcoin ETF. Tune in now to find out more! Email your money question to chad@chadburton.com. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com |
Thu, 28 October 2021
In this episode, Chad compares similarities of bull market tops, discusses interest rates and inflation. He then answers an email on how to get started investing. Tune in now to find out more! Email your money question to chad@chadburton.com. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com |
Fri, 15 October 2021
In this episode, Chad and Rob lend suggestions on market behaviors, retirement, and overall financial goals. Tune in now to find out more! Email your money question to chad@chadburton.com. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com |
Wed, 13 October 2021
In this episode, Chad speaks about enjoying money and gifting while you are alive rather than leaving a large estate tax bill with your legacy. Should you gift cash, stocks, or IRA money to your favorite church or charity. Tune in now to find out more! Email your money question to chad@chadburton.com. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com |
Tue, 12 October 2021
In this episode, Chad and Rob speak on the overall financial plan and how retirement has become more expensive. They also touch on being aware of how the market works, and how low interest rates have changed retirement planning. Tune in now to find out more! Email your money question to chad@chadburton.com. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com |
Mon, 11 October 2021
In this episode, Chad speaks on maximizing your retirement portfolio while touching on the debt ceiling and the infrastructure package. Tune in now to find out more! Email your money question to chad@chadburton.com. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com |
Fri, 8 October 2021
In this episode, Chad speaks on bonds, supply chain issues, and the overall effects that drive the bond market. Tune in now to find out more! Email your money question to chad@chadburton.com. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com |
Tue, 5 October 2021
In this new episode of "Joining Me Now", Chad and Rob Black speak on millennials investing for the future and how capitalizing earlier than later is ideal from more than just a timeline standpoint. Tune in now to find out more! Email your money question to chad@chadburton.com. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com |
Wed, 29 September 2021
In this episode, Chad speaks on proposed tax and financial changes for 2022. Planning for the taxation changes ahead of time is key. Tune in now to find out more! Email your money question to chad@chadburton.com. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com |
Wed, 29 September 2021
In this episode, Chad speaks on proposed tax and financial changes for 2022. Planning for the taxation changes ahead of time is key. Tune in now to find out more! Email your money question to chad@chadburton.com. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com |
Wed, 29 September 2021
In this episode, Chad speaks on proposed tax and financial changes for 2022. Planning for the taxation changes ahead of time is key. Tune in now to find out more! Email your money question to chad@chadburton.com. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com |
Thu, 23 September 2021
In this episode, Chad breaks down the path to successful retirement by comparing savings year-over-year while looking into future predictions in the market. Tune in now to find out more! Email your money question to chad@chadburton.com. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com |
Tue, 21 September 2021
In this episode, Chad talks about future tax planning, estate planning, living trusts, stock market fluctuation, and emerging markets. Tune in now to find out more! Email your money question to chad@chadburton.com. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com |
Fri, 17 September 2021
In this episode, Chad talks about the importance of utilizing the tools around you. Having a proper living trust and all your assets title properly. Tune in now to find out more! Email your money question to chad@chadburton.com. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com
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Wed, 1 September 2021
In this episode, Chad talks about how to capitalize on your 401K while discussing the facts and benefits of a true Roth IRA. Tune in now to find out more! Email your money question to chad@chadburton.com. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com |
Thu, 26 August 2021
In this episode, Chad provides insight to an email submitted touching on a career change, proper planning, building savings, reviewing debt, and what it takes to plan a true portfolio in these current times. Tune in now to find out more! Email your money question to chad@chadburton.com. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com |
Tue, 24 August 2021
Utilizing 529 Plans can truly be forward-thinking, not only to simply save but to obtain tax-deferred funds for qualified withdraws. Tune in now to find out more! Email your money question to chad@chadburton.com. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com |
Fri, 13 August 2021
In this episode, Chad talks about the price-to-earnings ratio, the effects of wage inflation, and possible imposing restrictions to consider in your future retirement planning. Email your money question to chad@chadburton.com. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com |
Thu, 5 August 2021
In this episode, Chad discusses the Bucket strategy, how to truly maintain your retirement, and prepping for occasional market corrections within your retirement. Email your money question to chad@chadburton.com. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com |
Wed, 4 August 2021
In this episode, Chad discusses the bond market rallying upward, a look into the current 10-year treasury bond, and the barriers to saving for retirement. Email your money question to chad@chadburton.com. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com |
Thu, 29 July 2021
In this week's episode, Chad reviews the S&P500 year over year, wage inflation, and the effects it has on profit margins. With the Market being up 18% from last year, where do we put our money? Email your money question to chad@chadburton.com. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com |
Thu, 22 July 2021
Tune into this episode and hear Chad break down the realistic returns on real estate while measuring similar returns to the Stock Market. Chad also touches on the vacation home property investments and what yields truly make the most sense. Email your money question to chad@chadburton.com. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com |
Wed, 21 July 2021
Tune into this episode as Chad sheds light on a lot of factors from falling interest rates, your traditional portfolio, the competition between Stocks & Bonds as well as Real estate values. Email your money question to chad@chadburton.com. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com |
Wed, 7 July 2021
On this episode, Chad talks about the effects of the 4% rule. During this discussion, you can learn and review the different areas around this 4% rule that will help your retirement profile last and continue to yield in your favor to make your money last. Email your money question to chad@chadburton.com. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com |
Thu, 1 July 2021
In this episode, Chad breaks down second-quarter earning reports along with the truths on preserving your retirement portfolio by offering real-life facts, experiences, and scenarios to reflect on at all stages of life. Email your money question to chad@chadburton.com. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com |
Wed, 23 June 2021
In this episode, Chad dives into bonds, stocks, and balancing your overall portfolio as well as gives an inside look at the past, present, and possible future, while evaluating & educating his listeners to achieve their best overall portfolio. Don't miss this fully-loaded episode. Listen now! Email your money question to chad@chadburton.com. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com |
Tue, 22 June 2021
In this episode, Chad discusses breaking down the values in the market, reviewing overall debts & understanding key principles of financial planning while reviewing the S&P 500 growth and impacts. Don't miss this fully-loaded episode. Listen now! Email your money question to chad@chadburton.com. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com
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Wed, 16 June 2021
In this episode, Chad discusses utilizing a 529 plan along with great insight on balancing, and planning the financial fundamentals for you and your children during transitional times. Email your money question to chad@chadburton.com. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com |
Tue, 8 June 2021
Investing too aggressively or investing too conservatively? It takes more than a guess. Listen to the facts and education provided in the podcast. Not only does it stem realization but it puts things into perspective for people just starting to plan retirement to those who are years into retirement. Email your money question to chad@chadburton.com. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com |
Wed, 2 June 2021
Listen in as Chad explains and reflects the impacts of Inflation both past and present and what that means for your future. When making certain financial decisions it is key to pay attention to the sequence of returns. Email your money question to chad@chadburton.com. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com |
Wed, 26 May 2021
Listen now to learn how a balanced portfolio and proper planning is changing the way retirees live. Chad discusses 6 tests to determine retirement readiness. Will your retirement situation allow you to live a happy life with purpose? Do your current spending habits align with your ideal retirement situation? How will you react when the market pulls back? Change your outlook on retirement and learn more about these key questions on the latest episode of New Focus On Wealth. Email your money question to chad@chadburton.com. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com |
Mon, 24 May 2021
On episode #1 of Joining Me Now with Hosts Rob Black and Chad Burton, Rob and Chad discuss creating wealth, retirement draw rates, social security, real estate, and more. Listen to this info-packed episode now! Email your money question to chad@chadburton.com. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com |
Thu, 20 May 2021
On this episode of New Focus on Wealth, Chad starts off with a deep dive into taxes including a discussion on quarterly tax payments, retirement accounts, and the importance of having a second set of eyes on your tax return. Don’t miss this fully-loaded episode. Listen now! Email your money question to chad@chadburton.com. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com |
Wed, 12 May 2021
On this episode of New Focus on Wealth, Chad talks about inflation and its effect on retirement planning as well as divorce. What is the best way to fight inflation? Listen now to find out. Email your money question to chad@chadburton.com. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com |
Sat, 8 May 2021
Chad visits with special guest Rob Black to discuss stocks, financial stimulus, and unemployment. You won’t want to miss this one! Email your money question to chad@chadburton.com. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com |
Thu, 29 April 2021
Chad dives into the federal government’s blindspot for inflation, addressing costs of living and the demand for housing. Next, Chad takes a looks at the value of foreign stocks and the tax code of the United States. Email your money question to chad@chadburton.com. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com |
Thu, 29 April 2021
Chad dives into the federal government’s blindspot for inflation, addressing costs of living and the demand for housing. Next, Chad takes a looks at the value of foreign stocks and the tax code of the United States. Email your money question to chad@chadburton.com. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com |
Fri, 23 April 2021
On this episode, Chad guest hosts Rob Black and Your Money to talk about cryptocurrency, disability insurance, taxes and more. You won’t want to miss this info-packed episode! Email your money question to chad@chadburton.com. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com |
Wed, 21 April 2021
Chad discusses cryptocurrency and the misconception of their purpose, noting that FOMO (Fear Of Missing Out), could hurt people making uninformed investments. Tune into Chad's thoughts on crypto, retirement, and healthcare now. You won’t want to miss this info-packed episode! Email your money question to chad@chadburton.com. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com |
Wed, 14 April 2021
Chad discusses the importance of cyber security and how it goes hand in hand with financial literacy. Listen now to learn more about the steps you can take to prevent identity theft and the steps you can take to recover from it. Email your money question to chad@chadburton.com. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com |
Tue, 13 April 2021
Chad takes a look at earnings growth rates and expectations for the S&P 500 over the next 12 months. Chad takes a look at inflation and deflation, noting a 35% increase in the price of lumber. Next, Chad moves on to discuss your dividends and interest. Listen now to learn more! Email your money question to chad@chadburton.com. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com |
Wed, 31 March 2021
On this episode, Chad guest hosts on the Rob Black And Your Money show to talk about retirement, his expected increase in taxes, and the GDP outlook towards 2022. Listen to this one of a kind episode now! Email your money question to chad@chadburton.com. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com |
Tue, 23 March 2021
On this episode, Chad takes a look at the extended tax deadline and who it affects, noting that quarterly tax payments are still due at the April 15th deadline. Next, Chad brings in special guest Erik Knutzen, Chief Investment Officer at Neuberger Berman. Listen now! Email your money question to chad@chadburton.com. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com |
Wed, 17 March 2021
On this episode, Chad gives us major market updates, talks about why fewer companies are going public, what is SPAC and why it's the new move, and much more. Email your money question to chad@chadburton.com. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com
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Tue, 9 March 2021
On episode 1190, Chad takes a look around the market before moving on to address listener questions regarding retirement, purchasing homes, and renting. Listen now for more! Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT) Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com |
Thu, 4 March 2021
Ep 1189 features special guest Brian Dausch, CFA, a portfolio specialist at T. Rowe Price with roots in the biotech industry. Listen now as Chad and Brian discuss the excitement surrounding biotechnology. Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT) Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com |
Fri, 19 February 2021
On this episode of New Focus on Wealth, Chad addresses a retirement question from a listener in the North East. Should you take your pension early to pay off your house? Listen now to learn what Chad thinks about drawing from retirement accounts to pay off mortgages. Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT) Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com
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Tue, 16 February 2021
On the latest episode of New Focus on Wealth, Chad briefly discusses retirement accounts before moving on to 15 things you should do before hiring a financial advisor. If you’re shopping advisors, make sure you give this episode a listen before making another move! Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT) Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com |
Thu, 11 February 2021
On this episode of New Focus on Wealth, Chad begins with a look at taxes and talks about when to file them, noting that corrections on forms will often continue through late February. Chad then moves on to discuss retirement and the advantages of different retirement accounts. To learn more about healthy financial habits, listen now! Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT) Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com |
Wed, 10 February 2021
On this episode of New Focus on Wealth, Chad discusses interest rates, refinancing, and the expected growth of the economy in 2021. Before moving on to retirement outlooks, Chad notes that 63% of companies in the S&P 500 have dividend yields that would provide a higher return than if you were to take the same money and invest it in a 10 year treasury. Listen to episode 1185 to learn more about important retirement information, economic outlooks, and more. Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT) Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com |
Thu, 4 February 2021
On this episode of New Focus On Wealth, Chad gives his two cents on the GameStop Frenzy and breaks down where it originated. Next, Chad breaks down the risks of shorting a stock and how hedge funds will adjust moving forward. Listen now for more! Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT) Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com
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Thu, 28 January 2021
On this episode of New Focus On Wealth, Chad starts off with a look at social security. Chad notes that there will eventually be more money being taken from social security than there is funding it. By law, this means that benefits must be cut. Currently, up to 85% of your social security is taxable. That number could increase over time. Listen now to learn more! Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT) Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com |
Wed, 27 January 2021
The big news is here! On this episode of New Focus On Wealth, Chad announces that New Focus Financial Group, started in December of 2004, is now EP Wealth. This move takes the team to over 50 CFPs with locations across the country. EP Wealth clients can expect new software and services that will allow the team to take customer care to a new depth. Listen now to learn more about the services of Chad and the EP Wealth team! Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT) Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com |
Tue, 12 January 2021
On this episode of New Focus On Wealth, Chad starts off with a quick look at cryptocurrency and what to expect from Bitcoin in 2021. Next, Chad discusses the importance of a balanced retirement portfolio. Chad then further explains different retirement scenarios and how to transition from a retirement accumulation strategy to a disbursement strategy. Listen now for more! Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT) Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com |
Tue, 5 January 2021
On this episode of New Focus on Wealth, Chad takes a look at asset allocation and the outlook from way back in December of 2019. Chad talks further about diversified portfolios and the importance of not missing the best trading days by trying to go all in and all out, noting that if you missed the 10 best trading days of the year your gains would drop down to 2%. Chad then moves on to discuss Bitcoin and how not to analyze it before moving on to talk about retirement. Listen now for more! Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT) Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com |
Wed, 30 December 2020
On episode 1179 of the New Focus On Wealth Podcast, Chad starts off with a look at the rallies of 2020 and the impact of the first stimulus package received earlier this year, including a detailed discussion about how while food banks are more crowded than ever, stocks continue trending forward. Next, Chad gets into goal setting for 2021. Listen now for more! Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT) Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com |
Tue, 29 December 2020
On this episode of New Focus On Wealth, Chad takes a look at the latest news on the coming stimulus package. After discussing PPP loans and flex spending accounts, Chad moves on to discuss student loans after the CARES ACT, noting that business owners can provide bonuses to employees in the form of a student loan payment with less taxes. Listen now to find out more! Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT) Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com |
Thu, 17 December 2020
On the episode of the New Focus On Wealth with Chad Burton Podcast, Chad starts off with a reminder of end of the year market volatility, urging listeners not to make any long term investing decision in the next few weeks. In the following segment, chad breaks down what your household portfolio should look like. In the final segment, Chad takes another look at California’s Proposition 19. Listen now! Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT) Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com |
Sat, 12 December 2020
On this episode, Chad starts off with a look at retirement during the pandemic and a look at divorce statistics. He moves on to discuss other effects of the pandemic and his excitement for a vaccine. Chad then encourages business owners to make sure they are properly insured after a year where his family needed to file more claims than usual. Next, Chad talks about social security and the importance of making sure your income is properly reported later in life. Listen now for more! Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT) Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com |
Fri, 11 December 2020
Chad begins this episode with a look at the economy and the effects of the pandemic, noting that it has resulted in a larger wealth gap in the country. Chad moves on to encourage listeners to consider giving and explains how you can do it and how it can even benefit you. Chad closes with a look at Prop 19 estate taxes and how they will change under the Biden administration. Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT) Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com |
Thu, 3 December 2020
On this episode, Chad discusses Roth IRAs, 401Ks, and health savings accounts. Next he discusses healthy spending habits and dives deep into retirement, social security, and what to expect from the government when you’re ready to retire. Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT) Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com |
Wed, 2 December 2020
Chad starts off with a look at the market as the year comes to end before moving on to an overview of cryptocurrency. In the next segment, Chad goes over the unexpected rally of the market in 2020. Next up is a dive into social security and tax law. Listen now! Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT) Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com |
Wed, 25 November 2020
On this episode of the New Focus On Wealth podcast with Chad Burton, we take a look at the incoming Biden administration and the performance of the previous ones. After taking another look at the pandemic, we move on to discussing auto insurance coverage. Finally, we dive into retirement and automatic investing. Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT) Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com |
Thu, 19 November 2020
Chad begins this episode with a breakdown of new lockdown restrictions and who will be affected most. We then break down the ongoing effects of the pandemic on the economy, jobs, oil prices, and more. The next segment dives into the correction of the market after the initial dip from the effects of the pandemic. Chad discusses the performance of value vs growth before moving to the final segment where he discusses social security and knowing your tax situation. Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT) Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com |
Mon, 16 November 2020
In this episode, Chad starts off with an outlook on retirement portfolios for the next decade and discusses how global equity returns are expected to be higher than the U.S. at 6.7%. Chad notes that high yield and investment-grade bonds have a comparable outlook for the decade. He then moves on to discuss retirement during the pandemic and how the senior population is being affected. Chad ends by discussing the use of the Monte Carlo simulation to project retirement success based on your current portfolio and thousands of different scenarios, note that a grade of 85% is considered successful in this simulation. Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT) Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com |
Fri, 13 November 2020
Chad starts off by talking about the effects the Biden Administration will have on retirement planning and the increased unemployment filings. Chad then moves on to discuss the market effects of news of a possible COVID vaccine and the need for a fiscal stimulus package. He then moves on to discuss capital gains taxes before discussing how you should go about donating to your favorite nonprofit organizations from your retirement accounts tax-free. Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT) Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com |
Thu, 5 November 2020
On this episode of New Focus on Wealth, Chad starts off by discussing the ongoing election and how the financial world would be impacted. Chad mentions the importance of a stimulus package to support the people hurt most by the corona virus pandemic, those living paycheck to paycheck. Next up is real estate and the long lasting benefits of a 30 year mortgage as opposed to a 15 year. Chad then moves on to some basic financial tips like not buying cars brand new, setting up an LLC in your name, and other family financial tips. Learn more about healthy financial tips on this episode of New Focus on Wealth with Chad Burton. Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT) Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com |
Tue, 3 November 2020
On this episode of New Focus On Wealth with Chad Burton, Chad discusses the recent tech pullback and expected volatility due to the election. Chad then moves on to discuss how seven of the worst 10 trading days in history have occurred in just the past decade and what caused them before mentioning the importance of staying the course and letting the market correct itself. Chad’s advice: don’t turn losses on paper into real life losses. He then moves on to discuss an important question: How much cash do you need to have set aside for your retirement account? Should it be 3 months worth of expenses? 6 months? A year? Press play to figure out just how prepared you are and just how prepared you should be to weather the storms that come with a 35 year retirement.
Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT) Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com |
Sun, 1 November 2020
Today Chad Burton talks about the healthcare sector. Tracking healthcare companies is going to be interesting, but how will they be impacted by the election? What about biotech? Logistics? Medical tech? Insurance? We take a look at BlackRock Health Sciences Fund predictions if Trump is re-elected. How will the potential Obamacare repeal impact the healthcare sector? How will things change under Joe Biden? Does it matter who is the president? Do executive orders make a difference? We cover all of this and more on today’s episode of New Focus on Wealth with Chad Burton. Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT) Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com |
Sat, 31 October 2020
It’s time to talk about S&P 500 envy. Tech companies have become the largest companies in America and the S&P 500 is dominated by tech because we’re talking about a market-weighted average. Tech has benefitted the most from us being in lockdown for COVID-19. There are algorithms out there created by Facebook to keep us engaged. So that means there are algorithms that are basically driving up the S&P 500 because we’re all stuck at home during COVID-19. With the S&P looking so good, why should you diversify with international stocks for the long game? What about investing in healthcare and industrial companies? Plus, what’s going on with Biden’s tax plan? We’ll talk about that and more on today’s episode of New Focus on Wealth with Chad Burton. Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT) Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com |