Wed, 26 September 2018
Does your tax return have you thinking it’s time to get outta California? Today I discuss other factors you need to consider before leaving state.
People are moving away from the Bay Area and taxes are where future former residents are pointing their fingers. If you are considering relocating solely because of taxes, there are many more things to consider before packing up. Are you trading higher property tax for lower state tax that will it save you money in the long run? Would you benefit more by living in a community property state? 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. |
Tue, 25 September 2018
Facebook loses Instagram and Alphabet joins the communications sector. Why do these two moves have XLK holders less than happy?
Last year big changes were made when real estate was pulled out of the financial sector. Now Google and Alphabet are moving to the new communications sector, joining the likes of AT&T and Verizon. It has also been announced that the Instagram cofounders are leaving Facebook. This is not great news for anyone who owns XLK, the ETF that will no longer hold Facebook or Alphabet. 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. |
Tue, 18 September 2018
Wonder why the 10 year treasury just can’t seem to stay over 3%? Today I explain why and look at the rate sensitive markets feeling the effects.
Here we go again, the treasury just got north of 3%. Will rates fall back to the 2.85% range again? With the economy lacking clear signs of out of control inflation bond hungry investors are seeing that as a reason to buy and the same seems to be going for REIT’s. Today I look at rate sensitive investments and rolling bear markets. Other topics include:
Retirement planning is more complicated than ever, and it can be hard to even know where to begin. Please join me at the Retirement Income and Tax Planning Seminar, this Thursday, September 20th at the Toll House Hotel in Los Gatos. Registration is only $25 so 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, 12 September 2018
Americans are drastically underprepared for retirement. Are you following these basic investing strategies that lead to a happy retirement?
The lack of basic financial education in high school grads is simply mind-blowing. The idea of paying yourself first and investing for getting yourself on track for retirement just doesn’t exist. With over 60% of Americans drastically underprepared for retirement I share basic investing strategies that make all the difference. Other topics include:
Retirement planning is more complicated than ever, and it can be hard to even know where to begin. Please join me at the Retirement Income and Tax Planning Seminar on September 20th at the Toll House Hotel in Los Gatos. Registration is only $25 so 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, 11 September 2018
In retirement you need to learn to play what I call the tax game. The new tax package is more complicated than ever but has great benefits for retirees.
If you are 10 years from retirement or in retirement don't miss our 9/20 Los Gatos event: Retirement Income and Tax Planning at 6:30 PM at the Toll House Hotel. Sign up at www.ChadBurton.com with code “Radio25”. 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. |
Wed, 5 September 2018
Emerging markets are all trading as if they’re Argentina or Turkey right now. Have you thought about when you will enter this sector?
Almost every major financial media outlet is talking about Argentina and Turkey. Emerging markets were stellar in 2017 but have struggled so far this year. Have you been thinking about points of entry if you are not already invested in emerging markets? Today I explain why we are seeing inflationary issues in Argentina and Turkey and how to take advantage of this opportunity. Other topics include:
Retirement planning is more complicated than ever, and it can be hard to even know where to begin. Please join me at the Retirement Income and Tax Planning Seminar on September 20th at the Toll House Hotel in Los Gatos. Registration is only $25 so 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, 4 September 2018
The lack of summer volatility has many people thinking about market bubbles. Whether a correction is on the way or not, here are my Top 10 Retirement Mistakes.
Rather than the typical summer downturn, we are seeing record highs. In fact revised GDP numbers show the economy to be growing at 4.2%. Should you be thinking about potential bubbles? Today I explain why the current market is not similar to the market that led to the Great Recession and share my Top 10 Retirement Mistakes.
Retirement planning is more complicated than ever, and it can be hard to even know where to begin. Please join me at the Retirement Income and Tax Planning Seminar on September 20th at the Toll House Hotel in Los Gatos. Registration is only $25 so 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-0829-_180032kencore.mp3
Category:Retirement Planning -- posted at: 11:21am PST |