Chad Burton, CFP®, discusses identity theft protection, as well as:

• Increasing dividend payments from emerging market stocks
• Lump sum payments from Social Security, IRA’s and the backdoor Roth IRA
• Estate 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

Chad Burton, CFP®, welcomes Nicole Urken from Mad Money and The Street.com. Nicole discuses retail stocks and diversifying in retirement.

Chad also discusses:

• Fixing bad annuities
• How a CFP® approaches estate planning
• Managing 401k’s
• Paying for education costs.

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

Chad Burton, CFP®, discusses what to do with $100,000, as well as:

• 401k allocation
• Bond alternatives
• Leaving funds in a 401k vs. rolling to an IRA
• Different portfolio allocations and the risk vs. reward

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

Chad Burton, CFP®, welcomes Ray Fry from MrReverse.net. Ray discusses how people use reverse mortgages to fund retirement, as well as:

• Delay taking Social Security
• Converting IRAs to Roth IRAs

Chad also discusses dividend growth investing and the importance of detailed cash flow projections in 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

Chad Burton, CFP®, discusses the Fed meeting and if they will stay with their current unemployment target, as well as:

• Investing in real estate and tax issues
• Roth conversion and how they help lower taxes in retirement
• Paying off mortgages and retiring overseas

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

Chad Burton, CFP®, discusses Paul Walker's estate planning, and how it's never too early to create an estate plan, as well as:

• New share buy-back ETF's
• Unconstrained bond funds
• Interesting tax deductions
• Questions to ask your CPA during tax time

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

Make sure your retirement plan leaves room for a legacy. Chad Burton, CFP®, and Rob Black discuss the importance of ensuring your retirement and estate plans go hand in hand.

Commercial-Free

Chad Burton, CFP®, discusses the attack on social security benefits, as well as:

• Janet Yellen’s Bernanke like comments to Congress
• Automatic 401k enrollments
• The growing disaster of Long-term care costs
• How to reduce taxes on 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.

Commercial-Free

Chad Burton, CFP®, discusses sectors that are shining and disappointing, as well as:

• Reported Q4 2013 earnings
• Bank stocks and derivatives as a threat to dividends
• The continued move into direct real estate investments

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

Chad Burton, CFP®, welcomes Nicole Urken, Research Director, from Mad Money with Jim Cramer. Chad and Nicole discuss:

• Key economic numbers
• Emerging markets and currency issues
• Stocks and sectors that are worth a look

Chad also discusses:

• Cutting costs and relocating your residence to save money in retirement
• Capital gains reporting
• Social security death benefits

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

Chad Burton, CFP®, welcomes Scott Smith, CMT, with Briefing.com. Chad and Scott discussed current technical market analysis as well as the VIX. Chad also discusses:

• Major tax rules for investors
• Hidden risks of floating rate funds that investors are ignoring
• Congressional Budget Office’s announcements regarding the cost of Obamacare

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.

Commecial-Free

Think it's a waste of money to have your taxes done by a third party? Many people do, but they usually aren't considering all angles. This podcast featuring Chad Burton, CFP®, and Rob Black explains when it is—and isn't—necessary to enlist the help of a tax professional.

Commercial-Free

Chad Burton, CFP®, discusses emerging markets and countries with large account deficits as well as:

• Updates on the recent market selloff
• What to do if you have a large amount of non-deductible contributions inside your IRA and you want to convert to a Roth
• My opinion on the President's proposed myRA plan
• Emails and calls regarding life insurance and bonds in a taxable account

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

Rob Black discusses how to invest $100, $1,000, and $10,000 as well as:

• The GDP report and the market correction
• Earnings review from Google, Facebook, Amazon and Chipotle

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

Rob Black discusses what is wrong at Apple as well as:

• Tough markets
• Children who have to support their parents in 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

Retiring without a solid plan isn't going to cut it—and neither will relying on outdated ideas about how much you'll actually need once you stop working. If you're determined to be comfortable later in life, this podcast from Chad Burton, CFP®, and Rob Black can help you avoid the two most common retirement planning pitfalls.

Commercial-Free

Rob Black discusses why 401k plans are the best saving vehicles. Rob also discusses:

• The earnings season
• Netflix and Bitcoin
• Bogus newsletter promises
• Income gap problems

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

Rob Black discusses why you should consider changing your residency for better job opportunities, more affordable housing, and to get ahead with finances. Rob also discusses:

• The market recap
• Netflix and other company earnings
• How broadcasting is losing people to streaming
• Google losing its search relevance

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

Rob Black discusses the common mistakes that investors make. Rob also discusses the earnings season and the stock market recap.

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

Dealing with the death of a loved one is difficult—not to mention figuring out how to handle their estate. In this podcast, Chad Burton, CFP®, and Rob Black provide you with a basic understanding of what to expect when handling a loved one's will and estate.

Commercial-Free

Rob Black discusses investment trends including BRICs, MINTs, commodities, aging population and the E.U.

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

Chad Burton, CFP®, welcomes Michelle Lerman, Estate Planning Attorney, of Lerman Law Partners, LLP. Michelle discusses payable on death accounts vs. living trusts. Chad also discusses:

• When single people should not take social security
• Fiduciary CFP®'s vs. a CFP that sells product for a commission
• Fixing your 401k allocation with contributions
• Emerging markets and the strength of the US dollar

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

Chad Burton, CFP®, discusses rebalancing stocks into more bonds. Chad also discusses:

• Long-term care insurance
• Employee stock purchase plans
• Funding a Roth IRA with stock from a regular account
• Bond ladders vs. bond indexes vs. unconstrained bond funds

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

Rob Black discusses investing ideas for 2014. Rob also discusses the implications of the weak jobs report.

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

Chad Burton, CFP®, discusses the dangers of investing too aggressively. Chad also discusses:

• A perfect example of how my retirement strategy of a 3-year portfolio draws in cash
• What you need to do to get ready for retirement besides tweaking your portfolio
• Bad rules of thumb and the top retirement mistakes
• The rising costs of long-term care insurance and how it works

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

Chad Burton, CFP®, discusses bond fund returns in 2013 and the potential for more disappointing returns in 2014. Chad also discusses:

• Fixed annuities, variable annuities, and indexed annuities
• Guaranteed lifetime withdrawal benefits
• Annuity killers

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

There's more to choosing a mutual fund than just picking the one with the lowest fees. In this podcast, Chad Burton, CFP®, and Rob Black explain why low-cost index funds are sometimes the best option, while in other cases, a higher-fee managed fund may be a smart choice. They also review the factors other than price that you should look at when shopping for mutual funds, such as standard deviation and the fund's management team.

Commercial-Free

Chad Burton, CFP®, discusses the basics on saving, life insurance, disability insurance and focusing on increasing your ability to earn more money. Chad also discusses:

• Current market news
• Major 2013 concerns that have subside and been replaced by concerns regarding foreign policy
• How emerging markets and European stocks have started the year
• Have your estate in order
• Questions on intermediate term bond funds and A-B Trusts

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

Chad Burton, CFP®, discusses investment predictions for 2014. Chad also discusses:

• Taking social security early and investing the income vs. waiting
• Changing your mind on Roth conversions
• Naming grandkids as beneficiaries on IRA's
• Pre-nups and other things to do after a life changing event

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

Women face certain financial decisions that men don't. In this podcast, Chad Burton, CFP®, and Rob Black discuss how having children affects your finances and the problems that can arise when a wife outlives her husband. They also review the importance of having an estate plan and why you should be a saver rather than a spender.

Commercial-Free