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 |