Rob Black discusses some of his favorite mantras about investing and reinforces the idea that you don’t need to be a brain surgeon to put together a good portfolio and retirement plan. Other topics include: resisting fad stocks, wise words from Warren Buffett, stupendously bad investment ideas, electronics insurance, early days of the internet and its future.

To sign up for our upcoming seminar, click here.

Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 from Noon to 1:00 p.m. (PDT)

Encore presentation

Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.

Commercial-Free

Rob discusses how 2014 has been very, very good to the market with the best returns in 5 years, low unemployment and an even better outlook for 2015. Other topics include:

• More plans for easing by the Euopean Central Bank
• New movie dynasties on the rise
• How politics will change if the economy continues to improve
• How each generation needs to save differently
• And much, much more!

To sign up for our upcoming seminar, click here.

Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 from Noon to 1:00 p.m. (PDT)

Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.

Encore presentation

Commercial-Free

Rob and I discuss obstacles in 2015 and Dr. Jeff Rosen discusses durable goods, the Polar Vortex, Black Friday, wage growth and market conditions. Other topics include: growing jobless claims, Investment properties with Tony Mendes and more Americans are working on holidays. 

To sign up for our upcoming seminar, click here.

Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 from Noon to 1:00 p.m. (PDT)

Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.

Commercial-Free

Jack Mohr of TheStreet.com comments on OPEC, the GDP and the state of consumers. We also discuss:

• Japan’s consumption tax
• Performing your own energy and utility audit
• Listener calls about 457 plans with Roth options and maximizing several IRAs

To sign up for our upcoming seminar, click here.

Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 from Noon to 1:00 p.m. (PDT)

Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.

Commercial-Free

Today I discuss current market valuation, how to avoid ID theft and phone scams, year-end stock option planning and how to save taxes over the long run.

To sign up for our upcoming seminar, click here.

Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 from Noon to 1:00 p.m. (PDT)

Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.

Commercial-Free

Rob Black and I sit in the day after our seminar and take a look at our Thanksgiving plans and discuss the broadening recovery. We also discuss: weakness overseas, The Dollar’s rise, Lowflation: labor market slackening, China poises to down-shift, and Goldman Sachs’ trends for 2015.

Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 from Noon to 1:00 p.m. (PDT)

Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.

Commercial-Free

Today I discuss PMI numbers from countries around the world and what it means for investments in those countries. Other topics include:

• A new service to help everyone answer financial questions
• Occupying your time after retirement-not as easy as you might think.
• A scenario about the IRA tax trap
• I take a listener's call about capital gains from inherited money.
• And much, much more! 

Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 from Noon to 1:00 p.m. (PDT)

Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.

Commercial-Free

Rob Black and I discuss why you need to have three years of portfolio-drawn cash handy when you enter retirement. Other topics include:

• Nestle's plan for a drink to stimulate your metabolism
• Tony Mendes on paying off loans early
• Dr. Jeff Rosen calls in and is unenthusiastic about tomorrow's fed announcement
• Why the growing senior populations in the U.S. and Japan will hurt Japan more.
• Sign up for tomorrow's seminar, "The Ten Pillars of Retirement Income Planning," in Foster City at The Crowne Plaza Hotel. SIGN UP HERE!

Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 from Noon to 1:00 p.m. (PDT)

Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.

Commercial Free

Today I discussed Q3 earnings results and the sales growth issue for companies with over 50% of sales outside the US.

I also discuss: low interest rates, social security mistakes and planning for widows and widowers, and millennials ignoring the 401k match. 

Don’t forget to sign up for our 10 pillars of Retirement Income Planning this Thursday in Foster City. Click here to sign up!

Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 from Noon to 1:00 p.m. (PDT)

Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.

Commercial-Free

Rob Black discusses some of his favorite mantras about investing and reinforces the idea that you don’t need to be a brain surgeon to put together a good portfolio and retirement plan. Other topics include: resisting fad stocks, wise words from Warren Buffett, stupendously bad investment ideas, electronics insurance, early days of the internet and its future.

To sign up for our upcoming seminar, click here.

Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 from Noon to 1:00 p.m. (PDT)

Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.

Commercial-Free

Rob and I discuss charitable giving as we enter the holiday season. We cover the difference between tax credit and a tax deduction as well as the amazing benefits of donating stock. Other topics include:

• The Border Patrol plans to use drones to surveil the border.
• Getting free video and music providers to adopt subscription programs
• Warren Buffet buys Duracell from P&G
• Wearable technology threatens watch maker Fossil.
• Laura Lyons Cole of Thestreet.com weighs in on, “Obamacare: part two”
• And much, much more!

To sign up for our upcoming seminar, click HERE.

Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 from Noon to 1:00 p.m. (PDT)

Commercial-Free

Dr. Jeff Rosen of thestreet.com discusses gift giving, an increase in lower paying jobs and lackluster job numbers. Also, Rob and I discuss budgeting, both long term and short term and how to get a better picture of what you’re spending.

Other topics include: Payroll gap issues, The Federal Reserve’s purpose, late mortgage payments, Alibaba’s stock dip, Yahoo, mortgage applications drop and Yahoo purchases BrightRoll. 

Today on Veteran’s Day, I talk to Jack Mohr of thestreet.com about Alibaba making $9.3 billion on “Singles day” in China, and how they have better margins than Amazon. Other topics include:

• Whole Foods' stock and White Wave Foods.
• 43% of companies report losing customer data in 2014
• Real Estate prices swelling at a possibly unsustainable rate
• Naming a living trust as a beneficiary of your retirement accounts
• Is a partial Roth conversion for you?

To sign-up for our upcoming seminar in Foster City, click HERE.

Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 from Noon to 1:00 p.m. (PDT)

Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.

Commercial-Free

If you have a sizeable estate, is there anything you can do to reduce your exposure to estate taxes? A charitable remainder trust (CRT) may be the answer. In this podcast, Chad Burton, CFP^®, explains how CRTs work and how they may help you give back, avoid taxes and leave more to your kids.

Commercial-Free

Today's show is all about how to talk to your spouse about money.  I discuss budgeting, rules for “money meetings”, leaving money to children, blended families and paying for college.

To sign up for the upcoming seminar with Rob Black and I, click HERE.

Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 from Noon to 1:00 p.m. (PDT)

Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.

Commercial-Free

Rob discusses how 2014 has been very, very good to the market with the best returns in 5 years, low unemployment and an even better outlook for 2015. Other topics include:

• More plans for easing by the Euopean Central Bank
• New movie dynasties on the rise
• How politics will change if the economy continues to improve
• How each generation needs to save differently
• And much, much more!

To sign up for our upcoming seminar, click here.

Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 from Noon to 1:00 p.m. (PDT)

Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.

Commercial-Free

Rob Black discusses everything and anything regarding finance with retail analyst Brian Sozzi about department stores, holiday sales, brick & mortar vs online sales and more. Other topics include:

• Where to start investing in your retirement
• Oil prices
• Sales of cable T.V. commercials take a noticeable dip
• Healtcare limits and deadlines
• and much, much more!

To sign up for our upcoming seminar, click here.

Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 from Noon to 1:00 p.m. (PDT)

Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.

Commercial-Free

Rob Black discusses the results of the Midterm elections and how the results will affect the market and your portfolio. Other topics include: Republicans and the economy, Marijuana gets more support, America’s opinion of President Obama, Hillary Clinton’s presidential route and much more!

To sign up for our upcoming seminar, click HERE.

Today I discuss several aspects of estate planning with guest Michelle Lerman of Lerman Law Partners, LLP. I also cover topics such as: Q-Tip trusts, who you do, and don’t want to be the conservator of your trust, and a listener question about dynasty trusts.

And much, much more!

To sign up for our upcoming seminar, click here.

Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 from Noon to 1:00 p.m. (PDT)

Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.

Today Scott Smith, CMT, with Briefing.com gave us a rundown from the view of a market technician.   I also review a re-cap of Q3 Earnings thus far and discuss the renewal of social security paper statements, the perils on non-traded REIT’s and retiring out-of-state.

To sign up for our upcoming seminar, click here.

Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 from Noon to 1:00 p.m. (PDT)

Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.

Commercial-Free

Rob Black talks about love, sweet love - and how it impacts your financial life. The partners we choose and the way we attract them have more to do with your financial success than you were aware of!

To sign up for our latest seminar, click HERE.

To get your question answered live on the air, call 1-800-516-1220 from noon to 1p, (PST) to speak with CFP, Chad Burton!