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 |