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. |