Scott Smith, CMT, of Briefing.com joins us to discuss technical indicators to watch this year. I answer a listener's email question about the pros-and-cons of Lending Club and I also cover different types of crowd funding.

To sign up for our upcoming seminar, click here.

Encore presentation

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 discusses the recent sell-off in the market, who wins and who loses with the drop in oil prices and we take a look at Verizon’s consideration of a joint venture with AOL.  I discuss how entrepreneurs can use crowd funding and Ray Fry calls in to discuss a recent law changes that affect reverse mortgages.

To sign up for our upcoming seminar, click here.

 Encore presentation

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 the issues of saving for retirement while funding your lifestyle. Rob talks about his experience with cars and some regrets about not networking as well as he could have. I discuss how to be a better shopper of stocks. How the arcade is an excellent portrait of inflation and why pensions went away.

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 last night’s seminar and mutual funds for the long run. Some tips for people with $500k or more in their portfolio. Being watchful of people selling you insurance and annuities. The possibility of an upcoming correction and robo-advisors.

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 discusses the latest market news and Dr. Jeff Rosen analyzes yesterday’s JOLTS report. Other topics include:

• Tesla stock takes a big hit but not for long
• Changes in estate taxes: how it will affect charitable giving from wills and trust
• Industries that are surging due to the lower cost of oil
• Tax refunds
• Streaming music rights in 2015
• 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

Today’s show will help you avoid common financial mistakes in your early years and in retirement.  I cover topics such as paying off your mortgage in your 30’s vs 60’s and basic portfolio clean up ideas for 2015.   I also hit on bonds vs. bond funds and being TOO diversified.

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 have special guests from the TV show “Shark Tank” and owners of Scratch and Grain Baking Co, Leah Gutin and Taya Geiger! Then Michelle Lerman talks about creating a will that names a guardian for your children and how making a will at the last minute can create problems. 

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

What are the red flags that the IRS is looking for when selecting returns for an audit? The biggest risk is earning $200,000 or more, say Chad Burton, CFP^®, and Rob Black. Find out the other big audit risks and how you can avoid them.

Commercial-Free

Rob and I talk more on term vs. permanent life insurance and which is best for you. We also go over what to expect at our upcoming seminar on January the 15^th in Palo Alto. Job numbers come in and unemployment continues to decrease, but there is a catch. Tony Mendes sits in studio and talks about the uptick in real estate transactions and the uncertain housing market. Rob takes a call on the future of Coca-cola. Starbucks’ C.O.O. takes an extended break and google wants to help you pick auto insurance.

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 term vs. permanent life insurance and which is best for you. We also go over what to expect at our upcoming seminar on January the 15^th in Palo Alto. We also answer an email from a listener looking for help with diversification. Rob then goes over what makes a safe investment and some stock market winners. Tony Mendes stops in to discuss real estate and Rob gives us an update on the market.

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 discusses the market’s volatile beginning of the year and how it’s going to be ok.

• Then, I join Rob to discuss the low interest rates around the globe and what they mean to banks and you.
• McDonald’s desperately looks for a way to capture the taste buds of the current generation
• Dr. Jeff Rosen of Briefing.com tells us that the economy is marching on.
•  El Pollo loco’s exciting IPO and the world wide effects of the low price of oil. 

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 discusses the recent sell-off in the market, who wins and who loses with the drop in oil prices and we take a look at Verizon’s consideration of a joint venture with AOL.  I discuss how entrepreneurs can use crowd funding and Ray Fry calls in to discuss a recent law changes that affect reverse mortgages.

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

Scott Smith, CMT, of Briefing.com joins us to discuss technical indicators to watch in 2015. I answer a listener's email question about the pros and cons of Lending Club and I also cover different types of crowd funding.

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 sits in with me and discusses moves you’ll want to make in your financial game plan. Topics include: Ebola, Facebook, real estate, European Union, stronger dollar, UPS, Amazon, Apple, reverse mortgage & more.

Encore presentation

For more information on tomorrow's Meet n' Greet in Bay Shores, 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