Wed, 30 December 2020
On episode 1179 of the New Focus On Wealth Podcast, Chad starts off with a look at the rallies of 2020 and the impact of the first stimulus package received earlier this year, including a detailed discussion about how while food banks are more crowded than ever, stocks continue trending forward. Next, Chad gets into goal setting for 2021. Listen now for more! 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, 29 December 2020
On this episode of New Focus On Wealth, Chad takes a look at the latest news on the coming stimulus package. After discussing PPP loans and flex spending accounts, Chad moves on to discuss student loans after the CARES ACT, noting that business owners can provide bonuses to employees in the form of a student loan payment with less taxes. Listen now to find out more! 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, 17 December 2020
On the episode of the New Focus On Wealth with Chad Burton Podcast, Chad starts off with a reminder of end of the year market volatility, urging listeners not to make any long term investing decision in the next few weeks. In the following segment, chad breaks down what your household portfolio should look like. In the final segment, Chad takes another look at California’s Proposition 19. Listen now! 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 |
Sat, 12 December 2020
On this episode, Chad starts off with a look at retirement during the pandemic and a look at divorce statistics. He moves on to discuss other effects of the pandemic and his excitement for a vaccine. Chad then encourages business owners to make sure they are properly insured after a year where his family needed to file more claims than usual. Next, Chad talks about social security and the importance of making sure your income is properly reported later in life. Listen now for more! 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 |
Fri, 11 December 2020
Chad begins this episode with a look at the economy and the effects of the pandemic, noting that it has resulted in a larger wealth gap in the country. Chad moves on to encourage listeners to consider giving and explains how you can do it and how it can even benefit you. Chad closes with a look at Prop 19 estate taxes and how they will change under the Biden administration. 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, 3 December 2020
On this episode, Chad discusses Roth IRAs, 401Ks, and health savings accounts. Next he discusses healthy spending habits and dives deep into retirement, social security, and what to expect from the government when you’re ready to retire. 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, 2 December 2020
Chad starts off with a look at the market as the year comes to end before moving on to an overview of cryptocurrency. In the next segment, Chad goes over the unexpected rally of the market in 2020. Next up is a dive into social security and tax law. Listen now! 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 November 2020
On this episode of the New Focus On Wealth podcast with Chad Burton, we take a look at the incoming Biden administration and the performance of the previous ones. After taking another look at the pandemic, we move on to discussing auto insurance coverage. Finally, we dive into retirement and automatic investing. 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, 19 November 2020
Chad begins this episode with a breakdown of new lockdown restrictions and who will be affected most. We then break down the ongoing effects of the pandemic on the economy, jobs, oil prices, and more. The next segment dives into the correction of the market after the initial dip from the effects of the pandemic. Chad discusses the performance of value vs growth before moving to the final segment where he discusses social security and knowing your tax situation. 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 |
Mon, 16 November 2020
In this episode, Chad starts off with an outlook on retirement portfolios for the next decade and discusses how global equity returns are expected to be higher than the U.S. at 6.7%. Chad notes that high yield and investment-grade bonds have a comparable outlook for the decade. He then moves on to discuss retirement during the pandemic and how the senior population is being affected. Chad ends by discussing the use of the Monte Carlo simulation to project retirement success based on your current portfolio and thousands of different scenarios, note that a grade of 85% is considered successful in this simulation. 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 |
Fri, 13 November 2020
Chad starts off by talking about the effects the Biden Administration will have on retirement planning and the increased unemployment filings. Chad then moves on to discuss the market effects of news of a possible COVID vaccine and the need for a fiscal stimulus package. He then moves on to discuss capital gains taxes before discussing how you should go about donating to your favorite nonprofit organizations from your retirement accounts tax-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 |
Thu, 5 November 2020
On this episode of New Focus on Wealth, Chad starts off by discussing the ongoing election and how the financial world would be impacted. Chad mentions the importance of a stimulus package to support the people hurt most by the corona virus pandemic, those living paycheck to paycheck. Next up is real estate and the long lasting benefits of a 30 year mortgage as opposed to a 15 year. Chad then moves on to some basic financial tips like not buying cars brand new, setting up an LLC in your name, and other family financial tips. Learn more about healthy financial tips on this episode of New Focus on Wealth with Chad Burton. 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, 3 November 2020
On this episode of New Focus On Wealth with Chad Burton, Chad discusses the recent tech pullback and expected volatility due to the election. Chad then moves on to discuss how seven of the worst 10 trading days in history have occurred in just the past decade and what caused them before mentioning the importance of staying the course and letting the market correct itself. Chad’s advice: don’t turn losses on paper into real life losses. He then moves on to discuss an important question: How much cash do you need to have set aside for your retirement account? Should it be 3 months worth of expenses? 6 months? A year? Press play to figure out just how prepared you are and just how prepared you should be to weather the storms that come with a 35 year retirement.
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 |
Sun, 1 November 2020
Today Chad Burton talks about the healthcare sector. Tracking healthcare companies is going to be interesting, but how will they be impacted by the election? What about biotech? Logistics? Medical tech? Insurance? We take a look at BlackRock Health Sciences Fund predictions if Trump is re-elected. How will the potential Obamacare repeal impact the healthcare sector? How will things change under Joe Biden? Does it matter who is the president? Do executive orders make a difference? We cover all of this and more on today’s episode of New Focus on Wealth with Chad Burton. 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 |
Sat, 31 October 2020
It’s time to talk about S&P 500 envy. Tech companies have become the largest companies in America and the S&P 500 is dominated by tech because we’re talking about a market-weighted average. Tech has benefitted the most from us being in lockdown for COVID-19. There are algorithms out there created by Facebook to keep us engaged. So that means there are algorithms that are basically driving up the S&P 500 because we’re all stuck at home during COVID-19. With the S&P looking so good, why should you diversify with international stocks for the long game? What about investing in healthcare and industrial companies? Plus, what’s going on with Biden’s tax plan? We’ll talk about that and more on today’s episode of New Focus on Wealth with Chad Burton. 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 |
Fri, 30 October 2020
Big episode today. Host Chad Burton is doing a deep dive review of Q3 and making some observations about what might be coming up in Q4. Plus…Why is the market up with all of the uncertainty? We’ll ask “Is tech too expensive?” with special guest Titania Hanrahan with BlackRock Technology Opportunities Fund. And of course, we can’t talk about our forecast for Q4 without forecasting what the market will look like under Democrats vs Republicans. A lot of that has to do with Biden’s proposed tax changes. Also, we’re going to review why asset allocation works but might feel disappointing. And finally, let’s talk about planning in a time of crisis by reviewing Roth IRAs and Roth conversions, tax loss harvesting, updating your trust now that “stretch IRA” is no more, and whether to refinance or restructure debt. All of this and more on this super-sized episode of New Focus on Wealth with Chad Burton. 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: New_Focus_Chad_Burton_10-29-2020_Ep1164.mp3
Category:general -- posted at: 3:51am PDT |
Wed, 14 October 2020
On today’s episode, we’re talking all about real estate with Steve Shigekawa . Let’s take a deep dive into the success of the Nueberger Berman Real Estate (NBRIX) and some interesting decisions they’ve made investing in things like cell phone towers and data centers. We also go into how business travel has been impacted by the pandemic. Should you invest in traditional or modern travel options? Hotels vs. services like Airbnb? Learn all of that and more on today’s episode of New Focus on Wealth with Chad Burton. 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, 8 October 2020
On today’s episode, we’ll take a look at what Trump’s announcement of a stalled stimulus package means for the market. Then, Host Chad Burton welcomes special guest Dain Rasmussen, Senior VP at Inspirato to talk about all of the latest travel news during the pandemic. Topics include: Should you travel to Hawaii? What do you need to get into Costa Rica? There’s also the health angle to consider when traveling. What’s up with everyone purposely overdosing on vitamins? Plus, what are the benefits of a Roth IRA? All of this and more on today’s episode of New Focus on Wealth with Chad Burton. 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, 6 October 2020
In Q3, We had another quarter where growth dominated value. Where does that leave us for Q4? It seems returns are up, but what does that really mean when such a huge percentage of the economy is linked to thinks like tech and insurance this year? It has to do with how the S&P is weighted. We’ll take a deep dive into what to look for in Q4 and more in this episode of New Focus on Wealth with Chad Burton. 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, 1 October 2020
Today, host Chad Burton takes a look at the upcoming election and how it might impact your wealth management and retirement. Enjoy this deep dive into the three scenarios that can happen. But how does the market do under a split government? How should you handle gifts to your heirs? Historically, there are some indications that not much will change. Learn why on this episode of New Focus on Wealth with Chad Burton. Bonus: How has technology saved the S&P during COVID-19? Plus, did you know that PPP loans are taxable income? 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, 29 September 2020
On today’s episode, host Chad Burton digs into the myriad of reasons that your health should be your first priority when considering retirement. When do you retire? When you’re old and everything is lined up to benefit your heirs, but maybe you’re a little too old to enjoy the fruits of your labor? Or do you take an early retirement or a phased retirement? Plus, how will the 2020 election impact the stock market and your investments? We’ll discover all of that and more in this week’s episode of New Focus on Wealth with Chad Burton. 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, 24 September 2020
In today’s episode, Chad Burton talks about estate taxes and how they impact you based on your wealth and your tax bracket. 11.58 million. That’s the benchmark right now for whether or not your heirs will be hit with an estate tax after your passing. How is that going to change under Biden? The wealthy have been paying the lowest taxes in years. You can bet things are going to change. When is it right to move your stock certificates and other assets into a brokerage account in the name of your trust? You’ll find out that and more on today’s episode of New Focus on Wealth with Chad Burton. 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, 24 September 2020
It hasn’t been a great start to the week, but with a knowledge drop from Chad Burton, you’ll learn how to endure and come out ahead. In this episode, Chad shares insights on what to do with your retirement savings if you’re self-employed. We’ll also talk about how too many people don’t realize that Robin Hood income is taxed. And what will the stock market look like if Biden is elected over Trump in the short term and long term? That might depend on whether we’re talking monetary stimulus or fiscal stimulus. All of this and more in this episode of New Focus on Wealth with Chad Burton. 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 September 2020
What are you saving for with your retirement budget? Are you counting on traveling later? Why not do it now? In today’s episode, host Chat Burton speaks with the folks at Inspirato about how to travel in style on a subscription-based model that will deliver you to beautiful homes around the world. We also talk about where to travel now during the pandemic and where it might be a good idea to skip out on for the time being. All that and more on this week’s episode of A New Focus on Wealth with Chad Burton. 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, 15 September 2020
What are you doing to prepare for retirement? Don’t believe the ads that tell you to pack in a 5 year nest egg. In this episode, host Chad Burton talks about the importance of planning until you’re well into your 90s. And we’re not talking about just your physical or financial health. It turns out the two share a strong correlation. We’ll also avoid the chaotic stock advice on TV (so many screens and arrows) and opt for Monte Carlo simulations and playing the long game. All this and more on today’s episode of A New Focus on Wealth with Chad Burton. 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, 10 September 2020
Chad opens up the Podcast with a brief analysis of various stocks, making note of a handful of large companies whose stock prices are currently down. Chad then goes on to address the impact of COVID-19. Chad notes the market has revealed harm to the travel and leisure industries, including places that are hurt by a lack of physical shoppers at store locations, while many other industries have been unaffected, or thrived during the pandemic.
He then goes on to discuss tax cuts from 2017, noting that retirees benefited greatly. Chad questions the longevity of these tax cuts after noting the direction of politics in the United States. Chad lists the possible election of Joe Biden as president and the push for affordable healthcare for all Americans as a reason to expect taxes to increase in the near future. He notes the need for planning for taxes and explains that technology has made investing easier than ever.
Next, Chad takes a deeper dive into planning for retirement, urging those approaching retirement to manage their risk. Chad notes the importance of staying clear and engaged in chasing your health and retirement goals. He places emphasis on staying on top of your heart leading up to and during retirement, noting that people that spend all of their new free time in retirement obtaining new investment behavior need to focus more on their overall health and continue to trust their long term financial planning and advisors.
Chad moves on to explain that most people will live longer than they expect to and urges people to plan for that. He encourages his clients to live until age 100, and not to retire until they can afford to live that long. Next, he takes on a question from an anonymous listener who has two forms of retirement savings and over $30,000 in debt. The listener asks Chad about what form of investments he should get into. Instead of instructing the listener on new investments, Chad urges him to get rid of his debt.
Chad brings the episode to an end with some final remarks about tax expectations in the future. He lists healthcare, social security, infrastructure, and others as the main reason we can expect raised taxes. Finally, Chad talks about the importance of finding a financial advisor that can do it all for you; a one-stop shop where you don’t feel the pressure of being sold something, rather a place where you can lay everything out and get a birds-eye view of what is currently happening in your financial life, and what could happen in different scenarios.
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, 8 September 2020
If you’re maxing out your 401K, you’re probably wondering what to do next. There are so many options: Roth IRAs, Backdoor Roth IRAs, and more. Host Chad Burton is here to help with an advanced flow chart that is the perfect starting point. 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. |
Mon, 7 September 2020
In this episode, host Chad Burton breaks down his opinion on stock splits and how they will impact the market now and in the future. He also gives a guided overview of how those splits might look in various S&P, 500s, ETFs, and more. Plus, thinking about investing in real estate to create a tax deduction? Maybe hold up until you give this a listen.
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. |
Fri, 28 August 2020
Retirement travel can be joyful and stressful in ordinary times. But then again, we’re not living in ordinary times. In this episode, host Chad Burton speaks with Dain Rasmussen, SVP at Inspirato about where to travel during COVID-19 and how to do it the right way, the luxurious way, and the smart way. Get to know all about Inspirato and also learn more about a Mega Backdoor Roth IRA and more. Article from show:
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. |
Sat, 22 August 2020
Topics discussed:
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 August 2020
Is Trump’s executive order legitimate or not? Small businesses, real estate, unemployed peoples and more are hurting right now, and Congress just can’t seem to get anything done. Today I explain why this order is set to be a disaster in more ways than one. Other topics:
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 August 2020
Why is the market doing so well when everything feels so awful? 84% of S&P 500 companies have reported earnings so far and the good news is 60% have reported a positive revenue surprise after analysts downgraded their expectations. The bad? Compared to Q2 2019 we’ve declined by 35.7%, the largest year over earnings decline since 2008. Other topics:
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 August 2020
Covid struggles appear to be ramping up again with more people either struggling to find work or keep their business afloat, while others must juggle homeschooling with working from home. Covid is causing us to take another look at our investments and determine what we want to hang on through this if productivity stays low and unemployment continues to stay high. 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, 22 July 2020
There are a myriad of things to think about, discuss and plan for before you retire. Checklists help you get organized and provide a great starting point before you go see your Certified Finical Planner ™. Today I discuss what is on my retirement plan checklist. Email me for a copy Chad@ChadBurton.com
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: Chad_Burton_Podcast_7-22-20.mp3
Category:Retirement Planning -- posted at: 5:38pm PDT |
Tue, 14 July 2020
The way we look at fixed income for retirement is always changing. The customary 4% withdrawal rule we all know has changed to be more of a 3.5% rule. Today I discuss the basic “rule of thumb” for financial planning and explain the smiley face spending curve in retirement. Other topics:
Click HERE to register for the FREE Investing & Retiring Post-Pandemic webinar. 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 July 2020
Don’t lose your equity trying to constantly flip your way up to the better house. Allow me to clarify the flip, flip, flip, crash scenario. Diversify the home equity you create! Other topics include:
Click HERE to register for the FREE Investing & Retiring Post-Pandemic webinar. 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 July 2020
Risk on, risk off. The shortened week of trading was an interesting one to watch as the volatility we have seen this year is akin to Great Depression era. There is more confidence than warranted in this V-shaped recovery as we inch towards a coronavirus vaccine. Even though covid continues to be a strain on the economy, the S&P 500 posted a 3% gain last week and is trading at 22x earnings! Realize your risk tolerance and don’t make emotional mistakes. Other topics include:
Click HERE to register for the FREE Investing & Retiring Post-Pandemic webinar. 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 July 2020
Retiring in the midst of a pandemic is a tricky situation indeed, and how well you manage your expenses these next 10 years will either make or break your retirement. Today I explain what goes into financial plans and how linear cashflow modeling and Monte Carlo simulations can determine if your portfolio will outlast you. Other topics include:
Click HERE to register for the FREE Investing & Retiring Post-Pandemic webinar. 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, 30 June 2020
It’s the last day of the second quarter and the S&P 500 is down only about 3% for the year despite the pandemic. This year has been nothing short of a roller coaster and it is reflected in the quarter-to-date returns. In terms of year-to-date returns, real estate is looking like one of the worst asset class to be in. Other topics include:
Click HERE to register for the FREE Investing & Retiring Post-Pandemic webinar. 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, 24 June 2020
Somedays you wake up and you just don’t want to read the news. It’s hard to trust the media in a pay-per-click world where speculation and speed seems to be more important than factual reporting. For instance, six months ago, when covid was just starting to shut down the economy, all we had to do was wait 12-18 months for a vaccine, yet today the media is filled with stories on how covid is wreaking havoc on small businesses and causing a global recession. 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, 23 June 2020
Yesterday, White House trade advisor Peter Navarro made it sound like trade deal talks were over, then later claimed his words were taken out of context. Stock market futures proceeded to tumble more than 400 points, but as of this morning, futures are positive for the day. That’s how volatile these things can be. Everything eventually boils down to whether companies are selling more goods or services since stocks trade based on future cash flows. Ignore the short term and invest for the long run. 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, 17 June 2020
Real estate has been incredibly expensive for quite some time now and buyers are having trouble saving enough for a proper down payment. Still, there is an urgency for people to get into the house they want while interest rates hover around record lows. The result? There are a lot of intrafamily loans going on. Always be sure to consult a tax advisor and attorney before committing you and your family to this agreement. Other topics:
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, 16 June 2020
Consumers now freed from strict coronavirus restrictions are journeying out and opening their wallets. As a result, the DOW was set to open higher this morning on the idea that retail sales are shattering already lofty expectations. It’s a positive start to the day, how do we hold it? Other topics:
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: Chad_Burton_Podcast_Rob_Black_6-16-20.mp3
Category:general -- posted at: 9:00pm PDT |
Wed, 10 June 2020
Willingness to reopen the economy hinges on your personal health and how covid has affected your life. No matter how quickly that happens, covid is going to change the way we travel. For instance, a cruise is the quintessential retirement vacation, but it may be that cruise ships never recover if we continue to practice social distancing. Today I look at the future of travel and everything that goes with it.
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, 9 June 2020
Congratulations if you stayed invested the last 6 months. The S&P 500 has essentially erased its losses for the year after enduring the most consecutive days with returns greater than +/- 4% and the second most days with volatile +/- 4% trading days. Don’t worry if your properly diversified portfolio is still negative, your fund isn’t bad or underperforming, some asset classes just haven’t rebounded yet. 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. |
Fri, 5 June 2020
Being able to tell people you own a corporation feels empowering. Before you jump ship and quit your job make a list of the added responsibilities and increased costs of being your own boss. Items to include are health insurance benefits, 401k match, FICA tax match and disability benefits. Today I tackle self-employment issues, maximizing your retirement savings and how to minimize the dreaded self-employment tax. Other topics:
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, 3 June 2020
What Rob likes about sitting in for me is it makes him think in a big picture way instead of stories. Key economic indicators are weirdly inverted, which is usually a bad sign. Massive amounts of stimulus means markets are rallying higher than pre-covid times, but mounting civil unrest makes you wonder what is enough to derail us. So far, the answer is “No”. Today Rob talks about his biggest issue with the market and what we can do to get over it. 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, 2 June 2020
Is 2020 over yet? It’s been one disaster after another, but the S&P 500 climbs a wall of worry and is barely down for the year. The S&P is tech heavy these days and tech is very important for the newwnew from home trend. Today I look at the crazy weekend and the rallying market. 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, 27 May 2020
I always tell people, if you want to become a small business owner, you need to make 130% more than what you are making now. Self-employment tax, lack of 401k match and health insurance costs add up for the self-employed. Small business owners that get paid in cash, and didn’t report all of their cash income, ended up with fewer benefits under the CAREs act. Being self-employed is great... if you have a plan and know what you need to make to break even Other topics:
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, 20 May 2020
Most real estate investment trust (REITs) are publicly traded stocks with a different tax structure requiring a higher income payout to investors. Some REITs looked expensive before COVID struck and now, with more people working from home, we are left wondering what will happen to office REITs. Will income drop? The gut reaction is to expect them to decline in value, but there is one argument that a greater demand could follow. Other topics:
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 May 2020
Big moves up and big moves down. Get used to increased volatility in retirement. We flattened the curve. Now we are hearing more about vaccines and treatments and he market rallied in response, however, some are on the brink of financial disaster as they are still waiting for unemployment checks and a call back to work. Some small businesses and restaurants have closed for good. While taking caution, it’s time to get out there and get things moving again before we cause a depression. 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. |
Thu, 14 May 2020
We are in a special economic situation right now as a result of COVID and the oil war. Today I bring in Erik Knutzen, CFA, and Managing Director of the Neuberger Berman Quantitative and Multi-Asset Class investment team, who has come up with three scenarios for economic recovery. Listen in and check out what Erik has in his investment playbook! Other topics:
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 May 2020
Companies en masse have withdrawn guidance. Legally it is a good way of protecting themselves, but it leaves investors to fly blind. Still, some companies are beating quarterly expectations if they changed their expectations 30 days out. 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.
Direct download: Chad_Burton_Podcast_GH_Rob_5-5-20_32k.mp3
Category:general -- posted at: 7:31pm PDT |
Wed, 29 April 2020
Coronavirus has quickly changed how we work and live. People may continue to work from home following the pandemic which could affect office oriented real estate. If people are allowed to work from home, will they leave the Bay Area? 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, 28 April 2020
If you cashed out in late March, you may have massive regret as the market has posted a significant rally since the March 23rd low. Today I go over the best case, middle case and worst case scenarios of economic recovery. Also:
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, 23 April 2020
The average consumer is getting tired of not being able to visit their favorite local businesses. Small business owners are weighing the effects of keeping the economy shut down vs. proceeding with caution. Though most people are getting their income by safely working from home, the Payroll Protection Program has failed to provide for the businesses currently lacking the income needed to stay afloat. 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. |
Fri, 17 April 2020
Saving the world by staying at home. Clearly these are special times even though we are itching to get back to work. Stocks are set to rally today on the promise of a better coronavirus treatment in the works. Today Rob Black takes over to discuss the newest hope of the COVID pandemic. 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.
Direct download: Chad_Burton_Podcast_GH_RB_4-17-20_32k.mp3
Category:Economy -- posted at: 6:57pm PDT |
Tue, 14 April 2020
March was the wildest ride for the stock and bond market I have seen in the 25 years I have been in the business. Headlines range from anywhere between equity and small cap markets having the best weeks in decades to the rising number of people filing for unemployment. So what really happened in the market? Is it a tough place to thrive, are we crushing it or is it a bit of both? Topics:
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, 2 April 2020
Today I dissect the largest fiscal rescue/stimulus package we have ever seen. Will it be enough? The CAREs Act includes financial rescue options for individuals and businesses. The options for small businesses can be very confusing. Can the SBA even handle the process? Eventually the stock market will bounce back and this will end up being a blank spot in the “timeline” of credit market; in terms of loan and mortgage payments. Today I discuss the issues that CFP®s, CPA’s and lawyers are trying to figure out. 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, 31 March 2020
This quarter was the most volatile in my 25 year career. The S&P 500 jumped 5% from the beginning of the year to 2/19 then dropped -34% until the recent bottom on March 23rd at which point the market rebounded 15% by the end of March. The S&P 500 is down 20% since the start of the year and small and mid-cap stocks are down even further. The bond market also declined and had the most volatile ride I have ever seen until the feds put in a “backstop” on March 23rd. Listen and find out where I see value, how I am rebalancing and how I am tax loss harvesting. I also talk about the CARES Act and how it helps reduce taxes on RMDs for retirees and provides funding for small business.
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 March 2020
Tuesday offered the biggest one day gain in the stock market since 1933 which is just more proof that the biggest up days occur during a bear market. This is another reason you should never try to time the market. Prior to these moves, many small and mid cap stocks had already fallen 75-85% as much as they did during the Great Recession. The economy has come to an abrupt halt. How we work our way out of this situation. Also:
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, 24 March 2020
There is some optimism as the senate is closes in on a $2 trillion stimulus bill. Markets have reacted worse in the past, more precisely the ’07-’08 scenario where congress voted against a buyout before a market plunge that sent them scrambling. While today’s snapback rally won’t get you where you want to be, but it will give you the opportunity to sell some losers. The world is coming together to fight this virus and hopefully we have already hit rock bottom. Also:
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. |
Fri, 20 March 2020
California, one of the largest economies in the world, is shutting down under the order of Governor Gavin Newsom. Though none of us have a crystal ball, we are looking at recessionary numbers as people stay in and it comes with its positives and its negatives. Home cooking and staycations save you money, but still, on paper you are losing some money in the stock market. Today Rob Black looks at the potential aftermath of COVID-19.
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, 18 March 2020
Ever seen a good guy, bad guy movie where the heroes have to get creative to beat the baddies? That’s exactly what happened when the feds lowered rates to zero to combat COVID-19. Really though, coronavirus isn’t causing a crisis, but rather people’s reactions to it are causing the crisis happening around the world. Rob Black takes over today to discuss market volatility, crafting a recovery and more.
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, 11 March 2020
A few months ago, rate hikes and the trade war were predicted to cause the next recession, now coronavirus has come around and increased the chances of recession. Add in the crash in oil prices and it’s easy to understand why fear levels are rising. Can the market survive the disruption and avoid a true recession? 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, 3 March 2020
What a wild ride it’s been. In just two months the market has seen some major ups and downs in a short amount of time. From trade wars to coronavirus, the headlines can cause you to panic, sell off and leave you wondering when to get back in. Remember, major corrections never stem from something people are anticipating. 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, 26 February 2020
The markets saw another rough day on Tuesday, and people keep wondering if coronavirus will be the black swan event that triggers the next correction. With people staying home and reducing demand, coronavirus will cause some economic damage in an economy that has been on fire. 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 February 2020
Rising fears of Coronavirus have caused a breakdown in supply chains around the globe. Demand of this type does not completely disappear forever, so the big question for the market is ‘how long will this last?’ Monday’s slide wiped out gains for the S&P 500 for the year, sparking a wave of fear based trade. It’s likely the market will remain skewed till Coronavirus gets sorted out, but what should our expectations be going into the year? 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, 19 February 2020
Retirement has a new look these days and it pushes back against the conventional images our parents and grandparents envisioned. Lazy days on the beach have been replaced by volunteer work and part time jobs resulting in a lifestyle where retirement has more to do with flexibility and making the most out of your second half. 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.
Direct download: Chad_Burton_Podcast_2-19-2032k.mp3
Category:Retirement Planning -- posted at: 6:00pm PDT |
Tue, 18 February 2020
Asteroids, currency issues, problems in the Middle East, abusive dictators, disease, there is always some sort of a scare in the news that ends up affecting the market. Clickbait and advertisements rule the web, but in the long run the market goes from bottom left to top right and you will be happy as long as you stay invested. Today Rob Black and I talk fear investments, socially responsible investing and more. 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 February 2020
The 2017 the tax act and now the SECURE Act changed the way you should plan your retirement income. Today it’s all about major threats to your retirement, how to deal with them and the clarity a financial plan should deliver.
There's still time to sign up for our Retirement Income and Tax Planning Seminar at the Palo Alto Elks Lodge tomorrow, February 6th. 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: Chad_Burton_Podcast_2-5-20_32k.mp3
Category:Retirement Planning -- posted at: 4:08pm PDT |
Tue, 4 February 2020
With not much known about the Coronavirus, it has spread from person to person in several countries and become a global health concern. Many people have questions ranging from how do I protect myself from it to will it lead to an economic downturn? Could the Coronavirus cause more than a pullback in the market? Other topics include:
Please join Rob Black and I for our Retirement Income and Tax Planning Seminar at the Palo Alto Elks Lodge this Thursday, February 6th. 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. |
Mon, 3 February 2020
Got an estate planning question? Michelle Lerman joins me for a discussion on how estate planning just changed under the SECURE Act.
Please join Rob Black and I for our Retirement Income and Tax Planning Seminar at the Palo Alto Elks Lodge this Thursday, February 6th. 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: Chad_Burton_Podcast_1-29-2032k_w_Michelle_Lerman.mp3
Category:general -- posted at: 11:48am PDT |
Wed, 29 January 2020
The US stock market looks great right now, but as always things ebb and flow. In the long run, the US has great demographics. Baby Boomers are set to inherit a large amount of money that will filter back into the economy, businesses and stock experienced some good deregulations, and the USMCA trade deal went through. Always remember that market dips and corrections shake out the weak investors. Other topics include:
Please join Rob Black and I for our Retirement Income and Tax Planning Seminar at the Palo Alto Elks Lodge next Thursday, February 6th. 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: Chad_Burton_Podcast_1-29-2032k.mp3
Category:Estate Planning -- posted at: 6:00pm PDT |
Tue, 28 January 2020
Last year bonds and stocks rallied to the amazement of many. Today the market is facing a small pullback that many “analysts” will overanalyze. Is this something to fret over or is this simply rebalancing season? The important questions right now are what is causing this pullback and can it get deeper? Other topics include:
Please join Rob Black and I for our Retirement Income and Tax Planning Seminar at the Palo Alto Elks Lodge on Thursday, February 6th. 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, 22 January 2020
Today I discuss both headwinds and tail winds for the stock market this year such as the new trade deal with China and the implementation of the USMCA. Other topics include:
Please join Rob Black and I for our Retirement Income and Tax Planning Seminar at the Palo Alto Elks Lodge on Thursday, February 6th. 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 January 2020
A new year means new tax numbers. Retirement planning has seen some major changes over the last 3 years, and it’s likely you will need to revise your plan. Do you know if you are truly ready to retire? Today I update the readiness tests that predict how happy your retirement will be. Topics include:
Please join Rob Black and I for our Retirement Income and Tax Planning Seminar at the Palo Alto Elks Lodge on Thursday, February 6th. 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: Chad_Burton_Podcast_1-8-20_32k.mp3
Category:Retirement Planning -- posted at: 6:00pm PDT |
Tue, 7 January 2020
New Year, New You. It’s the promise we’ve all made to try and better ourselves. Today I challenge you to stop making these financial mistakes. Topics:
Please join Rob Black and I for our Retirement Income and Tax Planning Seminar at the Palo Alto Elks Lodge on Thursday, February 6. 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: Chad_Burton_Podcast_1-7-2032k.mp3
Category:Retirement Planning -- posted at: 6:00pm PDT |
Wed, 1 January 2020
The New Year is here and for many of us financial responsibility is this year’s resolution. This podcast is your 2020 checklist for getting your finances in order and your retirement plan on track. 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.
Direct download: Chad_Burton_Podcast_12-31-1932k.mp3
Category:financial planning -- posted at: 6:00pm PDT |
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