Wed, 27 December 2017
Jeff "Bond King” Gundlach is in the news talking stocks in the US and overseas. Where is the best value? We have synchronized global expansion and many countries can claim they have better economies and equity markets than the USA. Other topics include:
Retirement planning is more complicated than ever, but focusing on a few essential issues can help increase your chances of enjoying a secure future. Please join Rob Black, Michelle Lerman and I for our Retirement Income Strategies and Estate Planning Seminar at the Palo Alto Elks Lodge on January 11th. Registration is $25. Click HERE to sign up!
Email your money question to chad@newfocusfinancial.com, or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com. |
Wed, 27 December 2017
I kick off todays show with a story about a failing biotech company called Bioptix which last October announced a name change and made a strategic investment in Coin square. The company, now called Riot Blockchain, has seen a sharp rise since Thankgiving based on a name change and strategic investment. This reminds me of companies that soared in the 90's by simply adding .com to their name. Other topics include
Retirement planning is more complicated than ever, but focusing on a few essential issues can help increase your chances of enjoying a secure future. Please join Rob Black, Michelle Lerman and I for our Retirement Income Strategies and Estate Planning Seminar at the Palo Alto Elks Lodge on January 11th. Registration is $25. Click HERE to sign up!
Email your money question to chad@newfocusfinancial.com, or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com. |
Thu, 21 December 2017
I kick off todays show with a story about a failing biotech company called Bioptix which last October announced a name change and made a strategic investment in Coin square. The company, now called Riot Blockchain, has seen a sharp rise since Thankgiving based on a name change and strategic investment. This reminds me of companies that soared in the 90's by simply adding .com to their name. Other topics include
Retirement planning is more complicated than ever, but focusing on a few essential issues can help increase your chances of enjoying a secure future. Please join Rob Black, Michelle Lerman and I for our Retirement Income Strategies and Estate Planning Seminar at the Palo Alto Elks Lodge on January 11th. Registration is $25. Click HERE to sign up!
Email your money question to chad@newfocusfinancial.com, or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com. |
Tue, 19 December 2017
The more things change the less they change is an argument Rob gets into when discussing rent vs. owning. We seem to be stuck in a never-ending civil war between Northern stock investors and Southern real estate investors who need each other to survive. Today Rob discusses the worrisome trend where people buy homes with intent to rent with no regard for their income with Tony Mendes. Other topics include:
Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.
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Wed, 13 December 2017
Unemployment nears 4% and the consumer-price index reads a tame 2.2%. With unemployment near 4% we should have seen an increase in wage inflation. What will the Feds do with rates? Other topics include:
Join Chad Burton, CFP®, and Rob Black for a discussion on the issues that can affect your retirement plan. Click HERE to register for tonight's 10 Pillars of Retirement Income Planning webinar at 7:00 pm. Registration is free!
Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.
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Tue, 12 December 2017
24 years ago an estate worth over $650,000 was considered to be a wealthy person’s estate and a success tax was added to the estate tax. That number has since changed to $5.5 million per person and leaves many wondering how their estate will be affected by the tax proposal. Today I discuss questions you should ask your CPA regarding the new tax plan. Other topics include:
Join Chad Burton, CFP®, and Rob Black for a discussion on the issues that can affect your retirement plan. Click HERE to register for our 10 Pillars of Retirement Income Planning webinar tomorrow, December 13th. Registration is free!
Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.
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Thu, 7 December 2017
Many years ago Professor Jeremy Siegel stated the S&P 500 deserved a higher P/E ratio due to low interest rates. He is now expecting a pause in 2018 and potentially a shift to value. Today I discuss Jeremy Siegel’s views on the market. Other topics include:
Join Chad Burton, CFP®, and Rob Black for a discussion on the issues that can affect your retirement plan. Click HERE to register for our 10 Pillars of Retirement Income Planning webinar next Wednesday, December 13th. Registration is free!
Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com. |
Tue, 5 December 2017
A new tax plan seems to be coming together with one bill being passed in the House and another being passed in the Senate. However, there are many differences between the two and more has to be done for both sides to reconcile. Today I point out changes congress wants to pass and changes I wish were being addressed. Other topics include:
Join Chad Burton, CFP®, and Rob Black for a discussion on the issues that can affect your retirement plan. Click HERE to register for our 10 Pillars of Retirement Income Planning webinar on December 13th. Registration is free!
Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.
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Wed, 29 November 2017
Vanguard (the king of passive index fund investing) is expanding its presence in active funds, launching 6 factor based ETF’s and 1 factor based mutual fund. Today I explain factor based funds and their place in your portfolio. Other topics include:
Join Chad Burton, CFP®, and Rob Black for a discussion on the issues that can affect your retirement plan. Click HERE to register for our 10 Pillars of Retirement Income Planning webinar on December 13th. Registration is free!
Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com. |
Tue, 28 November 2017
Jeff "Bond King” Gundlach is in the news talking stocks in the US and overseas. Where is the best value? We have synchronized global expansion and many countries can claim they have better economies and equity markets than the USA. Other topics include:
Join Chad Burton, CFP®, and Rob Black for a discussion on the issues that can affect your retirement plan. Click HERE to register for our 10 Pillars of Retirement Income Planning webinar on December 13th. Registration is free!
Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.
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Wed, 22 November 2017
No more “Yellen” at the Feds. Today Janet Yellen announced her resignation after failing to be renominated to the Federal Reserve Board of Governors. Additional stories making headlines include Angela Merkel’s inability to create a coalition government, the FCC’s attempt to scrap net neutrality regulations and Uber covering up a massive data breach. Today I discuss protecting your identity online. Other topics include:
Join Chad Burton, CFP®, and Rob Black for a discussion on the issues that can affect your retirement plan. Click HERE to register for our 10 Pillars of Retirement Income Planning webinar on December 13th. Registration is free!
Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com. |
Tue, 21 November 2017
We are only two days away from Thanksgiving and the stock market is already starting to reflect the holiday season. In the last several days retail sales have beaten projections, consumer prices have increased and even industrial production surged. Today I discuss saving a friend from a massive retirement mistake. Other topics include:
Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.
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Mon, 13 November 2017
Bitcoin plunges 29% from recent high's even though we have seen meteoric rise in the last year. Listen in and I'll tell you what I think. Other topics include:
Retirement planning is more complicated than ever, but focusing on a few essential issues can help increase your income in retirement and your chances of enjoying a secure future.Please join us for our Retirement Income Strategies and Estate Planning Seminar next Thursday, November 16th, at the Toll House Hotel in Los Gatos. Click HERE to sign up!
Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com. |
Wed, 8 November 2017
What a year for the stock market. 2015 saw an increase in dividends, 2016 was a great year and 2017 is proving to be a great year as well –but are we getting the earnings? Today I provide a quick review of this year’s remarkable earnings season and figure out if we are out of the revenue recession. Other topics include:
Retirement planning is more complicated than ever, but focusing on a few essential issues can help increase your income in retirement and your chances of enjoying a secure future.Please join us for our Retirement Income Strategies and Estate Planning Seminar next Thursday, November 16th, at the Toll House Hotel in Los Gatos. Click HERE to sign up!
Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com. |
Tue, 7 November 2017
The new tax proposal made headlines last Friday and things may get a little messy as I try and explain some of the changes. Will the tax code be simplified or add complications to our lives? Listen as I struggle to explain the proposed changes, identify the negative and try to find positives. Other topics include:
Retirement planning is more complicated than ever, but focusing on a few essential issues can help increase your income in retirement and your chances of enjoying a secure future.Please join us for our Retirement Income Strategies and Estate Planning Seminar next Thursday, November 16th, at the Toll House Hotel in Los Gatos. Click HERE to sign up!
Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.
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Wed, 1 November 2017
The CME may have just opened floodgates for institutional money to pour into Bitcoin, paving the way for an ETF as well. For a new product to be approved in Wall Street it usually has to be able to be hedged with futures. Could this be the next step for government involvement in Bitcoin currency? Other topics include:
Retirement planning is more complicated than ever, but focusing on a few essential issues can help increase your income in retirement and your chances of enjoying a secure future.Please join us for our Retirement Income Strategies and Estate Planning Seminar On November 16th at the Toll House Hotel in Los Gatos. Click HERE to sign up!
Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com. |
Tue, 31 October 2017
No tricks lie ahead. The spookiest day of the year is here and it’s time I treat you to some of the scariest investment mistakes any boy or ghoul could make. Today I explain how a custodian can prevent your investment from transforming into a Ponzi scheme and how to recognize if some radio vampires out there are looking to bleed you dry. Other topics include:
Retirement planning is more complicated than ever, but focusing on a few essential issues can help increase your income in retirement and your chances of enjoying a secure future.Please join us for our Retirement Income Strategies and Estate Planning Seminar On November 16th at the Toll House Hotel in Los Gatos. Click HERE to sign up!
Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com. |
Wed, 25 October 2017
The average interest rate on the 30 year loan caused a 4.1% decline in mortgage. Thinking about interest rates I start today’s show by talking about exercising non-qualified stock options and paying taxes on them in retirement. I also discuss taking advantage of low interest and bond rates by paying off your mortgage going into retirement and why this wasn’t necessarily the best idea in the past. Other topics include:
Retirement planning is more complicated than ever, but focusing on a few essential issues can help increase your income in retirement and your chances of enjoying a secure future.Please join us for our Retirement Income Strategies and Estate Planning Seminar On November 16th at the Toll House Hotel in Los Gatos. Click HERE to sign up!
Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.
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Tue, 24 October 2017
In retirement you typically get paid out of your 401k, which was the biggest financial story Monday. President Trump tweeted promising there would be no changes to 401k’s as congress considers capping your contribution amount. Today I discuss 401k stats and why I think congress wanted to make this move. Other topics include:
Retirement planning is more complicated than ever, but focusing on a few essential issues can help increase your income in retirement and your chances of enjoying a secure future.Please join us for our Retirement Income Strategies and Estate Planning Seminar On November 16th at the Toll House Hotel in Los Gatos. Click HERE to sign up! Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.
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Wed, 18 October 2017
23,000-The Dow hits another major milestone! Today I discuss the history of stock market corrections
Another milestone for the stock market, the Dow hits 23,000! Today I reflect on major milestones that have happened in the market during my lifetime, what I have learned from them and the changes I have seen in investor behaviors. Other topics include
Retirement planning is more complicated than ever, but focusing on a few essential issues can help increase your income in retirement and your chances of enjoying a secure future.Please join us for our Retirement Income Strategies and Estate Planning Seminar On November 16th at the Toll House Hotel in Los Gatos. Click HERE to sign up!
Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.
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Tue, 17 October 2017
Can companies have swagger? Today Rob discusses companies like Netflix that definitely have swagger.
Is Netflix a tech stock, a media stock or a combination of both? Netflix just blew past subscriber growth expectations, hitting all time highs, when just 1 week ago investors were wary after Disney’s decision to pull their content. Which is more important content or the delivery of content? Today Rob takes on the topic of companies like Netflix with swagger. Other topics include:
Retirement planning is more complicated than ever, but focusing on a few essential issues can help increase your income in retirement and your chances of enjoying a secure future.Please join us for our Retirement Income Strategies and Estate Planning Seminar On November 16th at the Toll House Hotel in Los Gatos. Click HERE to sign up!
Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.
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Thu, 12 October 2017
It’s already mid-October which means if you filed an extension Monday the 16th is the final day to file your tax return. Now is the time to get serious about planning for 2017 if you are self employed. Your options may be limited for this year, but good there are still good retirement plans you can begin funding. Another thing that happens in October is open enrollment for Medicare; retirees should rethink their coverage. I also take a moment to cover major preparedness issues stemming from the Santa Rosa fires such as reviewing your home owners insurance and having a password manager. Other topics include
Retirement planning is more complicated than ever, but focusing on a few essential issues can help increase your income in retirement and your chances of enjoying a secure future.Please join us for our Retirement Income Strategies and Estate Planning Seminar On November 16th at the Toll House Hotel in Los Gatos. Click HERE to sign up! Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.
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Wed, 11 October 2017
We all know today’s market is overbought and over the last 15-20 years our economy has seen a glorious run. As a result financial media is now full of commentators calling the market wildly overbought and scaring people with the C word...CRASH. Do you know what to do if the market does crash? Today Rob explains what investors should be concerned with when dealing in an overbought market. Other topics include:
Retirement planning is more complicated than ever, but focusing on a few essential issues can help increase your income in retirement and your chances of enjoying a secure future.Please join us for our Retirement Income Strategies and Estate Planning Seminar On November 16th at the Toll House Hotel in Los Gatos. Click HERE to sign up!
Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.
Direct download: Newfo-1011-1700_RB_for_CB32k.mp3
Category:Investment Management -- posted at: 6:30pm PST |
Tue, 10 October 2017
When disaster strikes none of us are as prepared as we would like to be. One of the things we can do before something happens is access your insurance coverage and make updates where you need them. Save yourself the headache by reviewing your policies now before disaster hits and you are left with the rebuild costs. Other topics include:
Retirement planning is more complicated than ever, but focusing on a few essential issues can help increase your income in retirement and your chances of enjoying a secure future.Please join us for our Retirement Income Strategies and Estate Planning Seminar On November 16th at the Toll House Hotel in Los Gatos. Click HERE to sign up!
Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.
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Wed, 4 October 2017
Some people have the mindset that you should live for today and forget about tomorrow. It’s no surprise that this way of thinking not only delays your retirement date, it probably also means changing the way you live. Today I explain expenses and habits that need adjusting when you are seriously behind on saving for retirement. Other topics include:
Retirement planning is more complicated than ever, but focusing on a few essential issues can help increase your income in retirement and your chances of enjoying a secure future.Please join us for our Retirement Income Strategies and Estate Planning Seminar On November 16th at the Toll House Hotel in Los Gatos. Click HERE to sign up!
Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.
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Tue, 3 October 2017
You’ve probably heard through every available media source something about President Trump’s tax plan. Today I discuss a Bloomberg article that lists companies already paying below the median effective tax rate and examine how it relates to our push for a simplified tax code. How bad has the identity theft crisis gotten? Officials in the Nebraska Department of Insurance state identity theft is beginning to affect annuities, an interesting turn for “safe” brokerage accounts. Other topics include:
Retirement planning is more complicated than ever, but focusing on a few essential issues can help increase your income in retirement and your chances of enjoying a secure future.Please join us for our Retirement Income Strategies and Estate Planning Seminar On November 16th at the Toll House Hotel in Los Gatos. Click HERE to sign up!
Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.
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Wed, 27 September 2017
The last several trading days have shown this transition from moment to value stocks. However, the last 8 months have shown a big divergence between US large cap growth stocks and US small cap value stocks. Today I explain how this shift tends to affect future markets and if it a good time to consider rebalancing your portfolio. I also discuss the expected framework for Trump’s tax reform plan that will be announced this afternoon and what its biggest issue could be. Other topics include:
Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visitwww.NewFocusFinancial.com.
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Tue, 26 September 2017
There are several major risks that can harm your retirement and the biggest one right now is the one that has been helping your stocks and real estate. Today I explain how the relationship between bonds and interest rates has resulted in lower than normal income for retirees. Will your portfolio be able to keep up with inflation even when low interest rates are being offset by shockingly low capital gains taxes? Other topics include:
Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visitwww.NewFocusFinancial.com. |
Wed, 20 September 2017
The Feds are ready for their quarterly meeting – what should we expect as they begin the QE reversal
The Feds are having their quarterly meeting today and while we shouldn’t expect a rate hike right now - what we can expect is a better idea of their plan going forward with the reversal of quantitative easing. Today I explain the data you need to look at that impacts our future interest rates. I also respond to a caller who asks my opinion on Bitcoin and its future. Other topics include:
Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.
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Tue, 19 September 2017
September is already almost over and in just a few weeks another earnings season will come to an end. I kick today’s show off by responding to a couple of listeners emails. One listener asks if it is wise to invest money borrowed against their 401k intending to repay with the 5% interest. Did this listener find a genius way stuff more money into their 401k? Larry, who just discussed Roth IRA conversions with his CPA, is concerned the market is too high and is considering waiting for a correction. Should Larry wait to move forward with his plan? Other topics include:
Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.
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Wed, 13 September 2017
Everybody has heard about the Equifax security breach by now and identity theft protection companies are gaining customers at an increasing rate. Today I discuss the severity of Equifax’s data breach and more importantly, what to do if your information has been compromised. Other topics include:
Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.
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Tue, 12 September 2017
Between the forest fires in the North West and the hurricanes down south, we are basically surrounded by national disasters. Be wary of scammers if you are looking for a cause to donate to and if you have decided to donate a large amount of money, consider gifting stock and avoid a tax problem while you’re at it. Another thing you should consider doing while all these disasters hit is review what your personal insurance covers. Today I discuss common topics that come up whenever national disasters strike. Other topics include:
Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.
Encore Edition |
Wed, 6 September 2017
Between the forest fires in the North West and the hurricanes down south, we are basically surrounded by national disasters. Be wary of scammers if you are looking for a cause to donate to and if you have decided to donate a large amount of money, consider gifting stock and avoid a tax problem while you’re at it. Another thing you should consider doing while all these disasters hit is review what your personal insurance covers. Today I discuss common topics that come up whenever national disasters strike. Other topics include:
Retirement planning is more complicated than ever, and it can be hard to even know where to begin. But focusing on a few essential issues can help increase your income in retirement and your chances of enjoying a secure future. Click HERE to sign up for our 10 a.m. seminar at Four Points by Sheraton this Saturday, September 9th!
Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.
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Tue, 5 September 2017
As we wait for the stock market to open US futures are lower, mostly due to North Korea’s 6th nuclear test, Trump tackling the Dreamers program and Florida bracing itself against Hurricane Irma. Today I discuss global events happening this week and the expectations they hold. Is the Euro poised for its fastest expansion in a decade? Other topics include:
Retirement planning is more complicated than ever, and it can be hard to even know where to begin. But focusing on a few essential issues can help increase your income in retirement and your chances of enjoying a secure future. Click HERE to sign up for our 10 a.m. seminar at Four Points by Sheraton this Saturday, September 9th!
Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com. |
Wed, 30 August 2017
Today’s revised GDP report rose 3% more than expected. This resulted in market futures turning a bit negative now that a December rate hike is more likely to happen. Believe it or not war and other horrible things can be good for the stock market. Hurricane Harvey is causing a lot of destruction and even though many jobs will be lost, more jobs will be recreated once rebuilding occurs. Other topics include:
Retirement planning is more complicated than ever, and it can be hard to even know where to begin. But focusing on a few essential issues can help increase your income in retirement and your chances of enjoying a secure future. Click HERE to sign up for our 10 a.m. seminar at Four Points by Sheraton on September 9th!
Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.
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Tue, 29 August 2017
A lot went on in the news last week, but it’s clear that Hurricane Harvey is going to need help from everybody. Airbnb waves host service fees to as part of a free housing program to help those being evacuated and the American Red Cross allows you to donate $10 buy texting HARVEY to 90999. Whichever way you choose to get involved be sure to protect yourself from scammers by checking out sites such as Charity Navigator or consider giving stock for significant dollar amounts. Other topics include:
Retirement planning is more complicated than ever, and it can be hard to even know where to begin. But focusing on a few essential issues can help increase your income in retirement and your chances of enjoying a secure future. Click HERE to sign up for our 10 a.m. seminar at Four Points by Sheraton on September 9th!
Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com. |
Wed, 23 August 2017
When you were younger the thought of $1million was enough to make you feel rich. Going into retirement today that’s not so much the case. Today I look at the trending GoBankingRates article on How Long $1 Million Will Last In Retirement In Every State. Are these numbers accurately adjusted for inflation? Which states will get you the most out of your million? What expenditures were not taken into consideration? Other topics include:
Retirement planning is more complicated than ever, and it can be hard to even know where to begin. But focusing on a few essential issues can help increase your income in retirement and your chances of enjoying a secure future. Click HERE to sign up for our 10 a.m. seminar at Four Points by Sheraton on September 9th!
Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.
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Tue, 22 August 2017
We’ve had quite a year in the markets between increasing values and emerging markets just crushing it. However, new studies show the “Trump Bump” has become a “Trump Slump” as the industrial and financial sectors see a correction. Smaller companies are more likely to feel the hurt from high corporate taxes and tax reform could finally be on the way. Today I look at positives and negatives in the market and what would change if tax reform makes it easier to repatriate cash. Other topics include:
Retirement planning is more complicated than ever, and it can be hard to even know where to begin. But focusing on a few essential issues can help increase your income in retirement and your chances of enjoying a secure future. Click HERE to sign up for our 10 a.m. seminar at Four Points by Sheraton on September 9th!
Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com. |
Wed, 16 August 2017
Albert Einstein once said “"If you can't explain it simply, you don't understand it well enough.” Today I put that quote to the test as I try and take on everything Bitcoin, the complex digital currency demanded by ransomware hackers. I also explain why Bitcoin is incredibly volatile due to its mining and valuation processes. Is this a currency or "wild west investing". Other topics include:
Retirement planning is more complicated than ever, and it can be hard to even know where to begin. But focusing on a few essential issues can help increase your income in retirement and your chances of enjoying a secure future. Click HERE to sign up for our 10 a.m. seminar at Four Points by Sheraton on September 9th!
Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.
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Tue, 15 August 2017
Domestic and international corporate earnings are up again with the best increase we’ve seen since 2011. Why? The US Dollar sank 10% since Trump took office, which is good for companies making profits overseas and want to bring their business back home. Today I discuss this and other geopolitical issues that affect the market. Other topics include:
Retirement planning is more complicated than ever, and it can be hard to even know where to begin. But focusing on a few essential issues can help increase your income in retirement and your chances of enjoying a secure future. Click HERE to sign up for our 10 a.m. seminar at Four Points by Sheraton on September 9th!
Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.
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Wed, 9 August 2017
At 2 p.m. the Feds will announce their plans to unwind the balance sheet and not let interest rates that affect the overall economy go up too quickly. Today I look at how the world is affected by a dollar that gets too strong due to rapidly increasing interest rates. Other topics include:
Retirement planning is more complicated than ever, and it can be hard to even know where to begin. But focusing on a few essential issues can help increase your income in retirement and your chances of enjoying a secure future. Click HERE to sign up for our 10 a.m. seminar at Four Points by Sheraton on September 9th!
Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com. Mashup Edition |
Tue, 8 August 2017
Should we continue investing globally instead of focusing on our own economy? World markets are reaching new levels but the US dollar sinks to 10 month lows. Believe it or not this is actually good if you are looking at emerging and international developed markets. Other topics include:
Retirement planning is more complicated than ever, and it can be hard to even know where to begin. But focusing on a few essential issues can help increase your income in retirement and your chances of enjoying a secure future. Click HERE to sign up for our 10 a.m. seminar at Four Points by Sheraton on September 9th!
Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.
Encore mashup edition |
Wed, 2 August 2017
Electric vehicles are gaining traction and OPEC can no longer hold the world hostage. Today I discuss OPEC’s battle to increase their own production and boost barrel prices while discouraging competitors from fracking. Leaps in technology means cars will begin to depreciate faster than ever before. Should you consider leasing a car to avoid unaffordable auto loans; something which could become our next big issue? Other topics include:
Retirement planning is more complicated than ever, and it can be hard to even know where to begin. But focusing on a few essential issues can help increase your income in retirement and your chances of enjoying a secure future. Click HERE to sign up for our 10 a.m. seminar at Four Points by Sheraton on September 9th!
Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.
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Tue, 1 August 2017
With all the chaos currently happening in the White House, what is driving the stock market higher? People tend to forget the market is not a living thing but companies with revenues and earnings. Today I discuss current P/E ratios and revenue growth that show whether companies are actually doing well or not. Other topics include:
Retirement planning is more complicated than ever, and it can be hard to even know where to begin. But focusing on a few essential issues can help increase your income in retirement and your chances of enjoying a secure future. Click HERE to sign up for our 10 a.m. seminar at Four Points by Sheraton on September 9th!
Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.
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Wed, 26 July 2017
At 2 p.m. the Feds will announce their plans to unwind the balance sheet and not let interest rates that affect the overall economy go up too quickly. Today I look at how the world is affected by a dollar that gets too strong due to rapidly increasing interest rates. Other topics include:
Retirement planning is more complicated than ever, and it can be hard to even know where to begin. But focusing on a few essential issues can help increase your income in retirement and your chances of enjoying a secure future. Click HERE to sign up for our 10 a.m. seminar at Four Points by Sheraton on September 9th!
Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.
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Tue, 25 July 2017
It’s a very busy week on Wall Street with over 200 S&P companies reporting earnings. Today I discuss the low volatility attitude in the market and why both bad and good reports aren’t getting much attention. I also explain how low volatility affects buying habits that may result in a market correction once everyone comes home from vacation. Shockingly enough Europe is up despite Brexit and the UK and US discussing new trade agreements. Other topics include:
Retirement planning is more complicated than ever, and it can be hard to even know where to begin. But focusing on a few essential issues can help increase your income in retirement and your chances of enjoying a secure future. Click HERE to sign up for our 10 a.m. seminar at Four Points by Sheraton on September 9th!
Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.
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Wed, 19 July 2017
Should we continue investing globally instead of focusing on our own economy? World markets are reaching new levels but the US dollar sinks to 10 month lows. Believe it or not this is actually good if you are looking at emerging and international developed markets. Other topics include:
Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.
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Tue, 18 July 2017
There are several major risks that can harm your retirement and the biggest one right now is the one that has been helping your stocks and real estate. Today I explain how the relationship between bonds and interest rates has resulted in lower than normal income for retirees. Will your portfolio be able to keep up with inflation even when low interest rates are being offset by shockingly low capital gains taxes? Other topics include:
Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.
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Tue, 11 July 2017
Subtle changes in now can have big changes on your portfolio in the future. Today I explain how sensitive a retirement plan can be to situations that go beyond healthcare. I also discuss timing the market in retirement and how it can be trickier than when you are younger and building wealth. A poor withdrawal strategy hurt you and your legacy! Other topics include:
Planning for retirement can be complicated, but focusing on a few essential issues could help increase your income in retirement and your chances of enjoying a secure future. Join Rob Black and I for lunch at our 11:00 a.m. retirement seminar this Thursday in Burlingame. Click HERE to sign up!
Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220. Join me at my new show time with Rob Black on Tuesday and Wednesday from 6:00-7:00 a.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.
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Mon, 10 July 2017
30 year bonds approach historical lows, but Warren Buffett’s recent comment about the investment may have been taken out of context. Today I explain which generation he was addressing with his comment and why it should not be taken as a blanket statement to not own bonds at all. Other topics include:
Planning for retirement can be complicated, but focusing on a few essential issues could help increase your income in retirement and your chances of enjoying a secure future. Join Rob Black and I for lunch at our 11:00 a.m. retirement seminar in Burlingame on July 13th. Click HERE to sign up!
Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 from 2:00-3:00 p.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.
Direct download: Newfo-0509-1700_Evergreen_32k_no_seminar_encore.mp3
Category:Investment Management -- posted at: 3:41pm PST |
Tue, 4 July 2017
Many families spend $50,000+ annually on their children attending 4 year universities. Lisa Steele joins me today to explain how to make sure your child chooses the right college and how you can make the most out of this investment. Together we explore questions your child should be asking on college tours, what he or she can do to ensure their social happiness and statistics to look out for that are more telling than 4-year graduation rates. Lisa also explains how early you should start the application process and how your child should go about writing about their college essay. Other topics include:
Planning for retirement can be complicated, but focusing on a few essential issues could help increase your income in retirement and your chances of enjoying a secure future. Join Rob Black and I for lunch at our 11:00 a.m. retirement seminar in Burlingame on July 13th. Click HERE to sign up!
Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 from 2:00-3:00 p.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.
Encore Edition
Direct download: Newfo-0627-1700_EVER_32kencore.mp3
Category:College Savings -- posted at: 3:00pm PST |
Mon, 3 July 2017
Summer has finally kicked off and wedding invitations are in the mail. Today I discuss things to do before and after your wedding, especially if this is a second marriage for you or your future spouse. For instance, how will your income change depending on alimony and child support? What does your postnuptial agreement cover that the prenuptial doesn’t? Other topics include:
Planning for retirement can be complicated, but focusing on a few essential issues could help increase your income in retirement and your chances of enjoying a secure future. Join Rob Black and I for lunch at our 11:00 a.m. retirement seminar in Burlingame on July 13th. Click HERE to sign up!
Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 from 2:00-3:00 p.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.
Encore Edition |
Tue, 27 June 2017
Many families spend $50,000+ annually on their children attending 4 year universities. Lisa Steele joins me today to explain how to make sure your child chooses the right college and how you can make the most out of this investment. Together we explore questions your child should be asking on college tours, what he or she can do to ensure their social happiness and statistics to look out for that are more telling than 4-year graduation rates. Lisa also explains how early you should start the application process and how your child should go about writing about their college essay. Other topics include:
Planning for retirement can be complicated, but focusing on a few essential issues could help increase your income in retirement and your chances of enjoying a secure future. Join Rob Black and I for lunch at our 11:00 a.m. retirement seminar in Burlingame on July 13th. Click HERE to sign up!
Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 from 2:00-3:00 p.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.
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Mon, 26 June 2017
Summer has finally kicked off and wedding invitations are in the mail. Today I discuss things to do before and after your wedding, especially if this is a second marriage for you or your future spouse. For instance, how will your income change depending on alimony and child support? What does your postnuptial agreement cover that the prenuptial doesn’t? Other topics include:
Planning for retirement can be complicated, but focusing on a few essential issues could help increase your income in retirement and your chances of enjoying a secure future. Join Rob Black and I for lunch at our 11:00 a.m. retirement seminar in Burlingame on July 13th. Click HERE to sign up!
Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 from 2:00-3:00 p.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.
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Tue, 20 June 2017
Many listeners are receiving notifications of rate increases on their long term care insurance policy. Is it generally better to swallow the rate hike or should you reduce your benefits till it’s affordable? What are your long term care insurance options as a business owner and explain requirements you need to meet before you can write off any expenses. Today I answer your insurance and investing questions:
Planning for retirement can be complicated, but focusing on a few essential issues could help increase your income in retirement and your chances of enjoying a secure future. Join Rob Black and I for lunch at our 11:00 a.m. retirement seminar in Burlingame on July 13th. Click HERE to sign up!
Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 from 2:00-3:00 p.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.
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Mon, 19 June 2017
The S&P was the focus of last week with the Feds announcing they were going to raise federal funds rate. Are we seeing an increase in estimates for bank earning as a result of another rate increase? Will banks be able to grow revenue and lend without excessive regulations? The midyear “doom and gloom” strategists are out predicting US markets to stay flat and we are due for a decent correction. I also discuss why you should consider investing globally as emerging markets make up 40% of global growth. Other topics include:
Planning for retirement can be complicated, but focusing on a few essential issues could help increase your income in retirement and your chances of enjoying a secure future. Join Rob Black and I for lunch at our 11:00 a.m. retirement seminar in Burlingame on July 13th. Click HERE to sign up!
Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 from 2:00-3:00 p.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.
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Tue, 13 June 2017
It’s cheaper to invest now than ever before. The most important aspect of building wealth is systematically saving in low cost investments when issues such as timing the market mean nothing. Retirement presents major risks to your financial plan when things like inflation, health care costs and taxes can negatively affect your chances of long term success. Today I explain how to fight these risks using proper withdrawal strategies and double checking with Monte Carlo simulation. Other topics include:
Planning for retirement can be complicated, but focusing on a few essential issues could help increase your income in retirement and your chances of enjoying a secure future. Join Rob Black and I for lunch at our 11:00 a.m. retirement seminar in Burlingame on July 13th. Click HERE to sign up!
Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 from 2:00-3:00 p.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.
Encore Edition |
Mon, 12 June 2017
Once you enter retirement it becomes more important to keep a close eye on your portfolio and overall plan. Today I cover common spending issues many American’s face in retirement including going into retirement with a withdrawal strategy, options for adjusting your withdrawal rate after a market decline and adjusting for inflation. Other topics include:
Planning for retirement can be complicated, but focusing on a few essential issues could help increase your income in retirement and your chances of enjoying a secure future. Join Rob Black and I for lunch at our 11:00 a.m. retirement seminar in Burlingame on July 13th. Click HERE to sign up!
Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 from 2:00-3:00 p.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.
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Tue, 6 June 2017
There are a ridiculous amount of Exchange Traded Funds (ETF’s) out there. Today I explain why ETF’s were created and what makes them so popular. With so many choices available I let you know which ETF’s are good and those you need to steer clear of. I also look at their advantages and disadvantages compared to index mutual funds. Other topics include:
Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 from 2:00-3:00 p.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.
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Mon, 5 June 2017
A real fiduciary puts your best interests before theirs and presents you with options. He/she does not have to meet a sales quota and won’t set you up with a plan that serves them. Today I explain how using the wrong rates of returns and wrong inflation rates affect your chances of a successful retirement. I also cover two articles about the disturbing inflation trends harming social security and a few silver linings to this creeping inflation. Other topics include:
Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 from 2:00-3:00 p.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.
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Tue, 30 May 2017
A recent survey reports that 61% of people are choosing to delay retirement. Today I discuss several reasons why more American’s are choosing to delay even when they don’t need the money. Behavioral finance mistakes can shave 2-4% off your returns. I'll tell you why. Listener questions:
Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 from 2:00-3:00 p.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.
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Mon, 29 May 2017
Could self driving cars unseat truck drivers? As technology and automation efficiency improves many Americans stand to lose their jobs. Where should investors be looking to put their money and what social issues should be taken into consideration?
Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 from 2:00-3:00 p.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visitwww.NewFocusFinancial.com.
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Tue, 23 May 2017
It’s cheaper to invest now than ever before. The most important aspect of building wealth is systematically saving in low cost investments when issues such as timing the market mean nothing. Retirement presents major risks to your financial plan when things like inflation, health care costs and taxes can negatively affect your chances of long term success. Today I explain how to fight these risks using proper withdrawal strategies and double checking with Monte Carlo simulation. Other topics include:
Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 from 2:00-3:00 p.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.
Encore Edition |
Mon, 22 May 2017
30 year bonds approach historical lows, but Warren Buffett’s recent comment about the investment may have been taken out of context. Today I explain which generation he was addressing with his comment and why it should not be taken as a blanket statement to not own bonds at all. Other topics include:
Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 from 2:00-3:00 p.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.
Direct download: Newfo-0509-1700_Evergreen_32k_no_seminar.mp3
Category:Investment Management -- posted at: 3:00pm PST |
Tue, 16 May 2017
It’s cheaper to invest now than ever before. The most important aspect of building wealth is systematically saving in low cost investments when issues such as timing the market mean nothing. Retirement presents major risks to your financial plan when things like inflation, health care costs and taxes can negatively affect your chances of long term success. Today I explain how to fight these risks using proper withdrawal strategies and double checking with Monte Carlo simulation. Other topics include:
Whether you're 20 or you're 60, managing your money can get complicated. Please join us for one of our two seminars this Saturday to learn strategies that can help you build wealth, invest confidently, retire better, and pass on your estate while minimizing taxes. Click HERE to sign up!
Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 from 2:00-3:00 p.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.
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Mon, 15 May 2017
The big news story this week is the WannaCry Ransomware attacks affecting businesses around the world. Learning to protect yourself online is important when family photos and financial data are at risk. Today I cover necessary practices such as keeping updated hardware and software, two-factor authentication and backing up your files. Decrease your chances of getting hacked! Other topics include:
Whether you're 20 or you're 60, managing your money can get complicated. Please join us for one of our two seminars to learn strategies that can help you build wealth, invest confidently, retire better, and pass on your estate while minimizing taxes. Click HERE to sign up!
Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 from 2:00-3:00 p.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com. |
Tue, 9 May 2017
30 year bonds approach historical lows, but Warren Buffett’s recent comment about the investment may have been taken out of context. Today I explain which generation he was addressing with his comment and why it should not be taken as a blanket statement to not own bonds at all. Other topics include:
Whether you're 20 or you're 60, managing your money can get complicated. Please join us for one of our two seminars to learn strategies that can help you build wealth, invest confidently, retire better, and pass on your estate while minimizing taxes. Click HERE to sign up!
Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 from 2:00-3:00 p.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.
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Mon, 8 May 2017
How do interest rates and credit cycles affect the economy? With improved market numbers and rates finally starting to rise, how will the Federal Reserve act under Trump? The situation of one woman showcases this nasty social security side effect of divorce. What is a collaborative divorce, how does it work and when does it not work? I also discuss Backdoor Roth IRA strategies and this retirement IQ survey by Fidelity –is your financial IQ on track?
Whether you're 20 or you're 60, managing your money can get complicated. Please join us for one of our two seminars to learn strategies that can help you build wealth, invest confidently, retire better, and pass on your estate while minimizing taxes. Click HERE to sign up!
Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 from 2:00-3:00 p.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visitwww.NewFocusFinancial.com. Encore Edition
Direct download: Newfo-0313-1700_Evergreen_32kencore1.mp3
Category:Retirement Planning -- posted at: 3:01pm PST |
Tue, 2 May 2017
Are we truly seeing the best double digit earnings growth since 2011? I break down the real numbers.
I cover market news now that earnings reports are in on some of the bigger names. Apple increases its dividend and share buybacks program, but can’t sit on this much cash forever. I explain why the White House has to balance dollar strength with cash repatriotization issues such as the pitfalls of profits in other currencies flooding into the US market. Other topics include:
Whether you're 20 or you're 60, managing your money can get complicated. Please join us for one of our two seminars to learn strategies that can help you build wealth, invest confidently, retire better, and pass on your estate while minimizing taxes. Click HERE to sign up!
Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 from 2:00-3:00 p.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.
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Mon, 1 May 2017
Today I discuss California’s real estate problem since half of the Bay Area millennials plan on fleeing, citing housing and cost of living as main reasons. I pick apart new tax plan rumors and explain standardized deductions vs. itemized deductions. Other topics include:
Whether you're 20 or you're 60, managing your money can get complicated. Please join us for one of our two seminars to learn strategies that can help you build wealth, invest confidently, retire better, and pass on your estate while minimizing taxes. Click HERE to sign up!
Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 from 2:00-3:00 p.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com. |
Tue, 25 April 2017
Could self driving cars unseat truck drivers? As technology and automation efficiency improves many Americans stand to lose their jobs. Where should investors be looking to put their money and what social issues should be taken into consideration?
Whether you're 20 or you're 60, managing your money can get complicated. Please join us for one of our two seminars to learn strategies that can help you build wealth, invest confidently, retire better, and pass on your estate while minimizing taxes. Click HERE to sign up!
Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 from 2:00-3:00 p.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com. |
Mon, 24 April 2017
Where are we at today? International developed funds and ETF’s saw a nice pop in the market today and banks and small caps rebound from their post-“Trump Bump” decline. Briefing.com posts an article about North Korea, the boarder wall and Trump’s tax plan. I also rant about people who research market news articles that only reflect their mood. Other topics include:
Whether you're 20 or you're 60, managing your money can get complicated. Please join us for one of our two seminars to learn strategies that can help you build wealth, invest confidently, retire better, and pass on your estate while minimizing taxes. Click HERE to sign up!
Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 from 2:00-3:00 p.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.
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Tue, 18 April 2017
On today’s show I explain maximizing your income taxes through proper tax bracket management. This starts with making sure your IRA withdrawal and Roth conversion plans match your estate planning goals. You may want to take advantage of a Stretch Roth IRA or Stretch IRA in your estate plan. I then move on to other estate planning mistakes such as non-qualified annuities, creating a separate trust for younger or spendthrift children, not using IRA's to donate to charities and estate planning tips if you have saved $5.5 million or more. Towards the end of the show I discuss what needs to be done after someone dies, from getting the estate tax ID number and death certificates to contacting social security and other professionals.
Whether you're 20 or you're 60, managing your money can get complicated. Please join us for one of our two seminars to learn strategies that can help you build wealth, invest confidently, retire better, and pass on your estate while minimizing taxes. Click HERE to sign up!
Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 from 2:00-3:00 p.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.
Encore Edition |
Mon, 17 April 2017
Americans are well aware that tax returns and IRA contributions must be postmarked by tomorrow, but so many avoid filing extensions even though that may be the best option. I explain how to handle self-employed income and how the Schedule C tax differs from the LLC and S Corp. Other topics include:
Whether you're 20 or you're 60, managing your money can get complicated. Please join us for one of our two seminars to learn strategies that can help you build wealth, invest confidently, retire better, and pass on your estate while minimizing taxes. Click HERE to sign up!
Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 from 2:00-3:00 p.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.
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Tue, 11 April 2017
Today I discuss the building blocks of investing your first $1 Million by discussing several different types of IRA accounts and tips for funding them. What requirements must you meet to qualify for your 2016 IRA contribution? No matter what happens in the next 4 years, taxes will eventually go up. I explain what is tax planning really is and how it changes as you enter retirement. I also review several tax planning strategies including IRA to Roth conversions, incentive stock options, 83 (b) elections and more.
Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 from 2:00-3:00 p.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.
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Mon, 10 April 2017
It’s going to be a short but interesting week for the market. An anti-EU French Presidential candidate is gaining ground and Trump’s moves in Syria could be viewed as a way of intimidating North Korea and China. Earnings reports will be coming in soon with high expectations while sectors that had the biggest "Trump Bump" did not preform well for the quarter. I also cover a Think Advisor article with good news for people with pension plans. Other topics include:
Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 from 2:00-3:00 p.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.
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Tue, 4 April 2017
Between low interest rates and cash buyers, is real estate an issue again? Many baby boomers have been cashing in on their Bay Area homes. is this due to great appreciation or smart retirement planning? A recent poll shows almost half of the Millennials are looking to leave since housing and income are nowhere near in sync. So what is a smart way to use your house as part of your retirement plan? What do you do when capital gains taxes are too much to swallow? Other topics include:
Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 from 2:00-3:00 p.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.
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Mon, 3 April 2017
How do interest rates and credit cycles affect the economy? With improved market numbers and rates finally starting to rise, how will the Federal Reserve act under Trump? The situation of one woman showcases this nasty social security side effect of divorce. What is a collaborative divorce, how does it work and when does it not work? I also discuss Backdoor Roth IRA strategies and this retirement IQ survey by Fidelity –is your financial IQ on track?
Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 from 2:00-3:00 p.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.
Direct download: Newfo-0313-1700_Evergreen_32kencore.mp3
Category:Retirement Planning -- posted at: 3:00pm PST |
Tue, 28 March 2017
1099’s and W-2’s are arriving in the mail which is a sign that tax season is approaching along with phone and email scams. Why you should be more skeptical as companies such as Turbo Tax may be adding more "offers" to their software. You also need to be aware of permanent life insurance and other products not meant for people still building a financial base. Other topics include:
Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 from 2:00-3:00 p.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.
Encore Edition
Direct download: Newfo-0213-1700_Tax_Evergreen_32k_Encore.mp3
Category:financial planning -- posted at: 3:00pm PST |
Mon, 27 March 2017
We are starting to see some volatility after the market sees 8 straight negative days; are we due for a bear market or are we due for a long term bull thanks to technology and innovation? Today I also rants about my thoughts on how our government measures our economy with GDP. Is it even close to accurate? Other topics include:
Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 from 2:00-3:00 p.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.
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Tue, 21 March 2017
Today I start out by covering an article from Kiplinger on the 15 most overlooked tax deductions. I also explain the pros and cons of health savings accounts, who they work best for and how you can use them after retirement. What is the truth behind investment events that are meant to hype you up for one product? What actually happens when you buy into ‘get rich quick’ investment events that only hype a single product? Other topics include:
Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 from 2:00-3:00 p.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.
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Mon, 20 March 2017
We’re in the heart of tax season and the April 18th deadline is approaching quickly. Today I remind you what filing an extension does and does not allow you to do and to be aware of increased IRS scams and identity theft attempts. You may have sensitive documents in your email that hackers will want. I also discuss funding Backdoor Roth IRA’s. Other topics include:
Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 from 2:00-3:00 p.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.
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Tue, 14 March 2017
Is asset class more important than sector allocation? Today I walk Amanda through the general in's and out's of investing highlighting which factors need the most consideration. I also share common IRA, 401k and trust beneficiary mistakes that can really hurt. Roth 401k vs. Roth IRA -which one is best?
Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 from 2:00-3:00 p.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.
Direct download: Newfo-0314-1700_partial_32k.mp3
Category:financial planning -- posted at: 5:02pm PST |
Mon, 13 March 2017
How do interest rates and credit cycles affect the economy? With improved market numbers and rates finally starting to rise, how will the Federal Reserve act under Trump? The situation of one woman showcases this nasty social security side effect of divorce. What is a collaborative divorce, how does it work and when does it not work? I also discuss Backdoor Roth IRA strategies and this retirement IQ survey by Fidelity –is your financial IQ on track?
Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 from 2:00-3:00 p.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.
Direct download: Newfo-0313-1700_Evergreen_32k.mp3
Category:Retirement Planning -- posted at: 4:36pm PST |
Tue, 7 March 2017
The 4% rule is largely considered to be the gold standard of the financial industry. However it should not be the end all and be all since credit and inflation cycles can affect this rate and you should constantly track your cash flow projections in retirement. So what should your retirement review look like? Later on Rob Black sits in to discuss the slight pull back in the market after a strong February as we await Donald Trump’s speech tonight on the economy. What will investors be listening for? Will he be able to keep his deregulatory promises? Rob also breaks down numbers from the new Case-Shiller home price index and some big problems lying within them.
Join Rob Black, Michelle Lerman and I at our retirement seminar this Thursday, March 9th, starting at 6:30 p.m. at the Toll House Hotel in Los Gatos. Use the code radio25for free entry. Click HERE to sign up!
Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 from 2:00-3:00 p.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.
Encore Edition |
Mon, 6 March 2017
Where are we right now in the market compared to last year when we were in an earning recession? Can the Trump administration deliver on post-election expectations quick enough for the market? S&P 500 reports growth in 10 of 11 sectors with tech and real estate reporting revenue growth above estimates since Q4 2016. I also explain why you are hearing more about the real estate sector right now and different subsectors inside real estate. Other topics include:
Join Rob Black, Michelle Lerman and I at our retirement seminar this Thursday, March 9th, starting at 6:30 p.m. at the Toll House Hotel in Los Gatos. Use the code radio25for free entry. Click HERE to sign up!
Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 from 2:00-3:00 p.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com. |
Tue, 28 February 2017
The 4% rule is largely considered to be the gold standard of the financial industry. However it should not be the end all and be all since credit and inflation cycles can affect this rate and you should constantly track your cash flow projections in retirement. So what should your retirement review look like? Later on Rob Black sits in to discuss the slight pull back in the market after a strong February as we await Donald Trump’s speech tonight on the economy. What will investors be listening for? Will he be able to keep his deregulatory promises? Rob also breaks down numbers from the new Case-Shiller home price index and some big problems lying within them.
Join Rob Black, Michelle Lerman and I at next week's retirement seminar starting at 6:30 p.m. on Thursday, March 9th at the Toll House Hotel in Los Gatos. Use the code radio25 for free entry. Click HERE to sign up!
Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 from 2:00-3:00 p.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.
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Mon, 27 February 2017
I give my thoughts on several topics emailed in by you, the listeners. First off I’ll talk about Donald Trump and the markets response immediately following his election. I discuss drivers that can continue to push the market higher and issues that could cause a pullback. How does this compare to last year when our main concerns included the oil decline, rate hikes and Apple’s problems in China? Other topics include:
Join Rob Black, Michelle Lerman and I at our next retirement seminar starting at 6:30 p.m. on Thursday, March 9th at the Toll House Hotel in Los Gatos. Click HERE to sign up!
Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 from 2:00-3:00 p.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com. |
Tue, 21 February 2017
Today I start off by talking about a few products you need to know about when going into retirement explaining which are good and which you should avoid. I then explain changes to filing and suspending social security as the deadline approaches. I also discuss when and when not to rollover your 401k and avoiding estate planning nightmares.
Join Rob Black, Michelle Lerman and I at our next retirement seminar starting at 6:30 p.m. on Thursday, March 9th at the Toll House Hotel in Los Gatos. Click HERE to sign up!
Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 from 2:00-3:00 p.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.
Encore Edition
Direct download: Newfo-0412-1600_EVERGREEN32kencore2.mp3
Category:Retirement Planning -- posted at: 3:01pm PST |
Mon, 20 February 2017
Children don’t come cheap. A Bloomberg article reports the cost of having children hits $233,610, a 3% increase from last year’s survey. Costs such as housing, transportation, food and clothing are broken down, but one significant expense is excluded from this survey. Does it make sense for one parent to stay home? Making sure the true net of your income exceeds child care costs is one of many financial concerns you need to review before having kids. Other topics include:
Join Rob Black, Michelle Lerman and I at our next retirement seminar starting at 6:30 p.m. on Thursday, March 9th at the Toll House Hotel in Los Gatos. Click HERE to sign up!
Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 from 2:00-3:00 p.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.
Encore Edition |
Tue, 14 February 2017
Tax season is usually a confusing time for most people. Today I share several common mistakes people make such as filing a 1099 early or filing an extension under the belief you’ll have extra time to fund an IRA or ROTH. Whether you file your own taxes or leave it to your CPA, do not make these mistakes! Other topics include:
Join Rob Black, Michelle Lerman and I at our next retirement seminar starting at 6:30 p.m. on Thursday, March 9th at the Toll House Hotel in Los Gatos. Click HERE to sign up!
Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 from 2:00-3:00 p.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com. |
Mon, 13 February 2017
1099’s and W-2’s are arriving in the mail which is a sign that tax season is approaching along with phone and email scams. Why you should be more skeptical as companies such as Turbo Tax may be adding more "offers" to their software. You also need to be aware of permanent life insurance and other products not meant for people still building a financial base. Other topics include:
Join Rob Black, Michelle Lerman and I at our next retirement seminar starting at 6:30 p.m. on Thursday, March 9th at the Toll House Hotel in Los Gatos. Click HERE to sign up!
Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 from 2:00-3:00 p.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.
Direct download: Newfo-0213-1700_Tax_Evergreen_32k.mp3
Category:financial planning -- posted at: 3:02pm PST |
Tue, 7 February 2017
Today I start out by responding to Pam who asks if she could increase her social security benefits by delaying social security until age 70 while earning more during that time. What are restricted applications and how do you use it to boost your/spousal benefits? I also chat with Michelle Lerman about common IRA estate planning scenarios and alternative options for taking care of your children and second spouse after death. Other topics include
Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 from 2:00-3:00 p.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com. |
Mon, 6 February 2017
New fiduciary rules from the Department of Labor were set to take effect this April, but are causing friction in the White House. Will these new rules and regulations force all financial advisors to work in your best interest? Who is fighting these new regulations and why? Other topics include:
Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 from 2:00-3:00 p.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.
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Tue, 31 January 2017
We had an interesting day on Wall Street as sectors that rallied post-election see tough times and sectors that didn’t fare well see strength. Since market returns took a breather this January I take a moment to remind you not to make the same mistakes many did last February and stick with a portfolio that matches your risk tolerance and goals. How do you measure the levels of risk in your portfolio? Other topics include:
Join Rob Black, Michelle Lerman and I at our next retirement seminar starting at 11:00 a.m. on Thursday, February 9th at Double Tree by Hilton Berkeley Marina. Click HERE to sign up and use code RETIREMENT123 for free entry!
Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 from 2:00-3:00 p.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.
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Mon, 30 January 2017
Investing for retirement income today is harder than when I started 23 years ago. Bonds and CD rates are near historical lows and retirees are being bombarded with “alternative Investments”. It can be hard to distinguish the difference between good and bad retirement products. Sign up for next week’s Berkeley event to make sure you have a proper strategy in place and a fiduciary on your side. Specific topics for today include:
Join Rob Black, Michelle Lerman and I at our next retirement seminar starting at 11:00 a.m. on Thursday, February 9th at Double Tree by Hilton Berkeley Marina. Click HERE to sign up and use code RETIREMENT123 for free entry!
Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 from 2:00-3:00 p.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.
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Tue, 24 January 2017
General market conditions have people reacting as if lower taxes and less regulations would be in effect by the end of the week. The truth is these changes will take time. Companies will adapt to new regulations and so can you! Do not get burned by overreacting and make sure to judge your risk tolerance before rebalancing your portfolio. Other topics include:
Join Rob Black, Michelle Lerman and I at our next retirement seminar starting at 11:00 a.m. on Thursday, February 9th at Double Tree by Hilton Berkeley Marina. Click HERE to sign up and use code RETIREMENT123 for free entry!
Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 from 2:00-3:00 p.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.
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Mon, 23 January 2017
The bizarre first weekend of President Trump assuming office results in a wait-and-see market. The 4th quarter earning reports, which are expected to be good, has started off better than expected. Can Trump’s new regulations and tax cuts continue our upward trend? How will the Affordable Care Act repeal look? Other topics include:
Join Rob Black, Michelle Lerman and I at our next retirement seminar starting at 11:00 a.m. on Thursday, February 9th at Double Tree by Hilton Berkeley Marina. Click HERE to sign up and use code retirement123 for free entry!
Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 from 2:00-3:00 p.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.
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Tue, 17 January 2017
Thanks to historically low interest rates; pension plans cuts are a prominent story in 2017. Bonds rates are still historically low and many boomers are dealing with inflation or delayed retirement. Many companies are coping by offering employees lump sum payouts rather than lifetime income. Is this a good strategy for you? What options are available to you? Other topics include:
Join Rob Black, Michelle Lerman and I at our next retirement seminar starting at 11:00 a.m. on Thursday, February 9th at Double Tree by Hilton Berkeley Marina. Click HERE to sign up and use code retirement123 for free entry!
Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 from 2:00-3:00 p.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.
Direct download: Newfo-0117-1700_skype_32k.mp3
Category:Retirement Planning -- posted at: 6:15pm PST |
Mon, 16 January 2017
Some financial planners are only Registered Investment Advisors and don’t have any true credentials. Today I explain what a Certified Financial Planner™ practitioner knows about creating and managing wealth that make a huge difference over your lifetime. Specific topics include
Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 from 2:00-3:00 p.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.
Encore Edition
Direct download: Newfo-0913-1600_EVERGREEN32kencore2.mp3
Category:financial planning -- posted at: 3:00pm PST |
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New Focus on Wealth with Chad Burton
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