In this episode, CERTIFIED FINANCIAL PLANNER™ professional Chad Burton discusses current news, estate planning as you enter retirement, the alarming rate at which workers are draining their 401(k)s to pay for everyday expenses, when and how to rebalance your 401(k), key planning steps as you near retirement and inverse bond funds.

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

In this episode, Chad Burton, CFP®, focuses on estate planning and what you need to know based on the recent tax code changes. Topics with guest estate planning attorney, Michelle Lerman, (www.LermanLaw.com) include: Essential changes you should consider making to your trust documents, how a living trust can actually increase costs and expenses when not drafted properly, the biggest mistakes people make with their living trust and how to avoid them, the best way to protect your children with your living trust, how "living trust mills" cause more problems than they solve and what to tell your parents so you are protected. Chad also touches on estate planning topics for the wealthy, including: Dynasty trusts, spousal trusts, 529 plans, Charitable Remainder Trusts and how to pick the proper trustee.

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

In this episode Certified Financial Planner™, Chad Burton discusses the debt ceiling, the potential sequestration, the banking sector, Apple, technology ETFs, whether or not you should include your home or other real estate as assets available for retirement, buy-write funds and other alternative investments.

www.NewFocusFinancial.com

1-888-762-2423

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

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

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

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

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

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

In this episode Certified Financial Planner™, Chad Burton, discusses the changes to the tax code as a result of the recent fiscal cliff tax bill, the upcoming debate on the debt ceiling, the potential sequestration, and when NOT to roll over your 401k.

www.NewFocusFinancial.com

1-888-762-2423