Sun, 26 December 2021
In this episode of New Focus on Wealth, Chad goes over the differences between Exchange Traded Funds and mutual funds, noting that ETFs allow for improved tax efficiency while mutual funds are causing massive tax bills. Next, Chad notes how purchasing different types of assets in different types of accounts can provide attractive tax benefits. You won’t want to miss this episode. Listen to this loaded episode now! Email your money question to chad@chadburton.com. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com |
Mon, 20 December 2021
On this episode, Chad discusses the opinions of Bond Guru Jeffrey Gundlach and the current bond market outlook. Next, Chad lists the dangers of online retirement planning tools, noting that most online tools can’t handle the complications of retirement tax planning. What’s the current outlook for bonds? Are free online retirement tools safe to make decisions with? Listen to this loaded episode now! Email your money question to chad@chadburton.com. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com |
Thu, 9 December 2021
On this episode of A New Focus On Wealth, Chad goes over market performance over the last two weeks. Next, Chad talks about the causes of inflation and interest rate expectations over the next couple of years. Chad then moves on to retirement topics including the new version of the 4% rule, social security, and new ways to plan. Listen to this loaded episode now! Email your money question to chad@chadburton.com. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com
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Fri, 12 November 2021
In this episode of A New Focus On Wealth, Chad addresses wage inflation and what to expect from inflation over the next decade. Next, Chad talks about FICA, retirement income, and inheritance planning that will prevent your kids from paying more than they need to in taxes. Do you have enough saved in retirement? How much do you need to cover expenses until age 100? Listen now and find out. Email your money question to chad@chadburton.com. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com |
Thu, 11 November 2021
In this episode of A New Focus On Wealth, Chad discusses whether stocks or real estate is the better investment. Is one truly better than the other or does it depend on your situation? Listen now for an in-depth answer that addresses taxes, cash flow, retirement, and all the variables that remain important to determining the best answer to this common question. Email your money question to chad@chadburton.com. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com |
Tue, 9 November 2021
In this episode of Joining Me Now, Chad and Rob discuss the importance of keeping your significant other up to speed on your finances. Quarterly meetings with your financial planner are a great way to make sure both parties are aware of what’s going on and a checklist will help guide you through the chaos. Next, Chad talks about 401k rollovers and inflation before transitioning into tax planning. Listen now! Email your money question to chad@chadburton.com. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com |
Fri, 5 November 2021
On today’s show, Chad discusses stocks vs. real estate. Which is a better option over the long term? What are the pros and cons of Real Estate? How can you win in real estate if stocks have better long-term price appreciation and less headache? Chad explains how to prepare financially to become a real estate investor. Tune in now to find out more! Email your money question to chad@chadburton.com. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com |
Thu, 4 November 2021
The mad rush for year-end gifting and estate planning for the wealthy may all be for not. Biden’s recent proposal eliminated the attack on certain trusts and gifting strategies as well as the proposed increase in capital gains tax. Chad also gives an update on impressive earnings results for Q3, discusses cryptocurrency scams, and gives a quick answer to “How Much Do I Need to Retire?” Tune in now to find out more! Email your money question to chad@chadburton.com. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com |
Fri, 29 October 2021
In this episode of New Focus on Wealth, Chad dives into tax and property laws, the pros and cons of having a mortgage. Next, Chad answers a question from a listener about annuities. To close, Chad chad shares his stance on the new Bitcoin ETF. Tune in now to find out more! Email your money question to chad@chadburton.com. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com |
Thu, 28 October 2021
In this episode, Chad compares similarities of bull market tops, discusses interest rates and inflation. He then answers an email on how to get started investing. Tune in now to find out more! Email your money question to chad@chadburton.com. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com |
Fri, 15 October 2021
In this episode, Chad and Rob lend suggestions on market behaviors, retirement, and overall financial goals. Tune in now to find out more! Email your money question to chad@chadburton.com. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com |
Wed, 13 October 2021
In this episode, Chad speaks about enjoying money and gifting while you are alive rather than leaving a large estate tax bill with your legacy. Should you gift cash, stocks, or IRA money to your favorite church or charity. Tune in now to find out more! Email your money question to chad@chadburton.com. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com |
Tue, 12 October 2021
In this episode, Chad and Rob speak on the overall financial plan and how retirement has become more expensive. They also touch on being aware of how the market works, and how low interest rates have changed retirement planning. Tune in now to find out more! Email your money question to chad@chadburton.com. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com |
Mon, 11 October 2021
In this episode, Chad speaks on maximizing your retirement portfolio while touching on the debt ceiling and the infrastructure package. Tune in now to find out more! Email your money question to chad@chadburton.com. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com |
Fri, 8 October 2021
In this episode, Chad speaks on bonds, supply chain issues, and the overall effects that drive the bond market. Tune in now to find out more! Email your money question to chad@chadburton.com. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com |
Tue, 5 October 2021
In this new episode of "Joining Me Now", Chad and Rob Black speak on millennials investing for the future and how capitalizing earlier than later is ideal from more than just a timeline standpoint. Tune in now to find out more! Email your money question to chad@chadburton.com. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com |
Wed, 29 September 2021
In this episode, Chad speaks on proposed tax and financial changes for 2022. Planning for the taxation changes ahead of time is key. Tune in now to find out more! Email your money question to chad@chadburton.com. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com |
Wed, 29 September 2021
In this episode, Chad speaks on proposed tax and financial changes for 2022. Planning for the taxation changes ahead of time is key. Tune in now to find out more! Email your money question to chad@chadburton.com. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com |
Wed, 29 September 2021
In this episode, Chad speaks on proposed tax and financial changes for 2022. Planning for the taxation changes ahead of time is key. Tune in now to find out more! Email your money question to chad@chadburton.com. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com |
Thu, 23 September 2021
In this episode, Chad breaks down the path to successful retirement by comparing savings year-over-year while looking into future predictions in the market. Tune in now to find out more! Email your money question to chad@chadburton.com. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com |
Tue, 21 September 2021
In this episode, Chad talks about future tax planning, estate planning, living trusts, stock market fluctuation, and emerging markets. Tune in now to find out more! Email your money question to chad@chadburton.com. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com |
Fri, 17 September 2021
In this episode, Chad talks about the importance of utilizing the tools around you. Having a proper living trust and all your assets title properly. Tune in now to find out more! Email your money question to chad@chadburton.com. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com
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Wed, 1 September 2021
In this episode, Chad talks about how to capitalize on your 401K while discussing the facts and benefits of a true Roth IRA. Tune in now to find out more! Email your money question to chad@chadburton.com. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com |
Thu, 26 August 2021
In this episode, Chad provides insight to an email submitted touching on a career change, proper planning, building savings, reviewing debt, and what it takes to plan a true portfolio in these current times. Tune in now to find out more! Email your money question to chad@chadburton.com. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com |
Tue, 24 August 2021
Utilizing 529 Plans can truly be forward-thinking, not only to simply save but to obtain tax-deferred funds for qualified withdraws. Tune in now to find out more! Email your money question to chad@chadburton.com. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com |
Fri, 13 August 2021
In this episode, Chad talks about the price-to-earnings ratio, the effects of wage inflation, and possible imposing restrictions to consider in your future retirement planning. Email your money question to chad@chadburton.com. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com |
Thu, 5 August 2021
In this episode, Chad discusses the Bucket strategy, how to truly maintain your retirement, and prepping for occasional market corrections within your retirement. Email your money question to chad@chadburton.com. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com |
Wed, 4 August 2021
In this episode, Chad discusses the bond market rallying upward, a look into the current 10-year treasury bond, and the barriers to saving for retirement. Email your money question to chad@chadburton.com. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com |
Thu, 29 July 2021
In this week's episode, Chad reviews the S&P500 year over year, wage inflation, and the effects it has on profit margins. With the Market being up 18% from last year, where do we put our money? Email your money question to chad@chadburton.com. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com |
Thu, 22 July 2021
Tune into this episode and hear Chad break down the realistic returns on real estate while measuring similar returns to the Stock Market. Chad also touches on the vacation home property investments and what yields truly make the most sense. Email your money question to chad@chadburton.com. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com |
Wed, 21 July 2021
Tune into this episode as Chad sheds light on a lot of factors from falling interest rates, your traditional portfolio, the competition between Stocks & Bonds as well as Real estate values. Email your money question to chad@chadburton.com. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com |
Wed, 7 July 2021
On this episode, Chad talks about the effects of the 4% rule. During this discussion, you can learn and review the different areas around this 4% rule that will help your retirement profile last and continue to yield in your favor to make your money last. Email your money question to chad@chadburton.com. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com |
Thu, 1 July 2021
In this episode, Chad breaks down second-quarter earning reports along with the truths on preserving your retirement portfolio by offering real-life facts, experiences, and scenarios to reflect on at all stages of life. Email your money question to chad@chadburton.com. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com |
Wed, 23 June 2021
In this episode, Chad dives into bonds, stocks, and balancing your overall portfolio as well as gives an inside look at the past, present, and possible future, while evaluating & educating his listeners to achieve their best overall portfolio. Don't miss this fully-loaded episode. Listen now! Email your money question to chad@chadburton.com. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com |
Tue, 22 June 2021
In this episode, Chad discusses breaking down the values in the market, reviewing overall debts & understanding key principles of financial planning while reviewing the S&P 500 growth and impacts. Don't miss this fully-loaded episode. Listen now! Email your money question to chad@chadburton.com. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com
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Wed, 16 June 2021
In this episode, Chad discusses utilizing a 529 plan along with great insight on balancing, and planning the financial fundamentals for you and your children during transitional times. Email your money question to chad@chadburton.com. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com |
Tue, 8 June 2021
Investing too aggressively or investing too conservatively? It takes more than a guess. Listen to the facts and education provided in the podcast. Not only does it stem realization but it puts things into perspective for people just starting to plan retirement to those who are years into retirement. Email your money question to chad@chadburton.com. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com |
Wed, 2 June 2021
Listen in as Chad explains and reflects the impacts of Inflation both past and present and what that means for your future. When making certain financial decisions it is key to pay attention to the sequence of returns. Email your money question to chad@chadburton.com. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com |
Wed, 26 May 2021
Listen now to learn how a balanced portfolio and proper planning is changing the way retirees live. Chad discusses 6 tests to determine retirement readiness. Will your retirement situation allow you to live a happy life with purpose? Do your current spending habits align with your ideal retirement situation? How will you react when the market pulls back? Change your outlook on retirement and learn more about these key questions on the latest episode of New Focus On Wealth. Email your money question to chad@chadburton.com. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com |
Mon, 24 May 2021
On episode #1 of Joining Me Now with Hosts Rob Black and Chad Burton, Rob and Chad discuss creating wealth, retirement draw rates, social security, real estate, and more. Listen to this info-packed episode now! Email your money question to chad@chadburton.com. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com |
Thu, 20 May 2021
On this episode of New Focus on Wealth, Chad starts off with a deep dive into taxes including a discussion on quarterly tax payments, retirement accounts, and the importance of having a second set of eyes on your tax return. Don’t miss this fully-loaded episode. Listen now! Email your money question to chad@chadburton.com. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com |
Wed, 12 May 2021
On this episode of New Focus on Wealth, Chad talks about inflation and its effect on retirement planning as well as divorce. What is the best way to fight inflation? Listen now to find out. Email your money question to chad@chadburton.com. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com |
Sat, 8 May 2021
Chad visits with special guest Rob Black to discuss stocks, financial stimulus, and unemployment. You won’t want to miss this one! Email your money question to chad@chadburton.com. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com |
Thu, 29 April 2021
Chad dives into the federal government’s blindspot for inflation, addressing costs of living and the demand for housing. Next, Chad takes a looks at the value of foreign stocks and the tax code of the United States. Email your money question to chad@chadburton.com. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com |
Thu, 29 April 2021
Chad dives into the federal government’s blindspot for inflation, addressing costs of living and the demand for housing. Next, Chad takes a looks at the value of foreign stocks and the tax code of the United States. Email your money question to chad@chadburton.com. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com |
Fri, 23 April 2021
On this episode, Chad guest hosts Rob Black and Your Money to talk about cryptocurrency, disability insurance, taxes and more. You won’t want to miss this info-packed episode! Email your money question to chad@chadburton.com. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com |
Wed, 21 April 2021
Chad discusses cryptocurrency and the misconception of their purpose, noting that FOMO (Fear Of Missing Out), could hurt people making uninformed investments. Tune into Chad's thoughts on crypto, retirement, and healthcare now. You won’t want to miss this info-packed episode! Email your money question to chad@chadburton.com. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com |
Wed, 14 April 2021
Chad discusses the importance of cyber security and how it goes hand in hand with financial literacy. Listen now to learn more about the steps you can take to prevent identity theft and the steps you can take to recover from it. Email your money question to chad@chadburton.com. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com |
Tue, 13 April 2021
Chad takes a look at earnings growth rates and expectations for the S&P 500 over the next 12 months. Chad takes a look at inflation and deflation, noting a 35% increase in the price of lumber. Next, Chad moves on to discuss your dividends and interest. Listen now to learn more! Email your money question to chad@chadburton.com. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com |
Wed, 31 March 2021
On this episode, Chad guest hosts on the Rob Black And Your Money show to talk about retirement, his expected increase in taxes, and the GDP outlook towards 2022. Listen to this one of a kind episode now! Email your money question to chad@chadburton.com. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com |
Tue, 23 March 2021
On this episode, Chad takes a look at the extended tax deadline and who it affects, noting that quarterly tax payments are still due at the April 15th deadline. Next, Chad brings in special guest Erik Knutzen, Chief Investment Officer at Neuberger Berman. Listen now! Email your money question to chad@chadburton.com. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com |
Wed, 17 March 2021
On this episode, Chad gives us major market updates, talks about why fewer companies are going public, what is SPAC and why it's the new move, and much more. Email your money question to chad@chadburton.com. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com
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Tue, 9 March 2021
On episode 1190, Chad takes a look around the market before moving on to address listener questions regarding retirement, purchasing homes, and renting. 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 |
Thu, 4 March 2021
Ep 1189 features special guest Brian Dausch, CFA, a portfolio specialist at T. Rowe Price with roots in the biotech industry. Listen now as Chad and Brian discuss the excitement surrounding biotechnology. 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, 19 February 2021
On this episode of New Focus on Wealth, Chad addresses a retirement question from a listener in the North East. Should you take your pension early to pay off your house? Listen now to learn what Chad thinks about drawing from retirement accounts to pay off mortgages. 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, 16 February 2021
On the latest episode of New Focus on Wealth, Chad briefly discusses retirement accounts before moving on to 15 things you should do before hiring a financial advisor. If you’re shopping advisors, make sure you give this episode a listen before making another move! 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, 11 February 2021
On this episode of New Focus on Wealth, Chad begins with a look at taxes and talks about when to file them, noting that corrections on forms will often continue through late February. Chad then moves on to discuss retirement and the advantages of different retirement accounts. To learn more about healthy financial habits, 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, 10 February 2021
On this episode of New Focus on Wealth, Chad discusses interest rates, refinancing, and the expected growth of the economy in 2021. Before moving on to retirement outlooks, Chad notes that 63% of companies in the S&P 500 have dividend yields that would provide a higher return than if you were to take the same money and invest it in a 10 year treasury. Listen to episode 1185 to learn more about important retirement information, economic outlooks, 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 |
Thu, 4 February 2021
On this episode of New Focus On Wealth, Chad gives his two cents on the GameStop Frenzy and breaks down where it originated. Next, Chad breaks down the risks of shorting a stock and how hedge funds will adjust moving forward. 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
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Thu, 28 January 2021
On this episode of New Focus On Wealth, Chad starts off with a look at social security. Chad notes that there will eventually be more money being taken from social security than there is funding it. By law, this means that benefits must be cut. Currently, up to 85% of your social security is taxable. That number could increase over time. Listen now to learn 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, 27 January 2021
The big news is here! On this episode of New Focus On Wealth, Chad announces that New Focus Financial Group, started in December of 2004, is now EP Wealth. This move takes the team to over 50 CFPs with locations across the country. EP Wealth clients can expect new software and services that will allow the team to take customer care to a new depth. Listen now to learn more about the services of Chad and the EP Wealth team! 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, 12 January 2021
On this episode of New Focus On Wealth, Chad starts off with a quick look at cryptocurrency and what to expect from Bitcoin in 2021. Next, Chad discusses the importance of a balanced retirement portfolio. Chad then further explains different retirement scenarios and how to transition from a retirement accumulation strategy to a disbursement strategy. 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, 5 January 2021
On this episode of New Focus on Wealth, Chad takes a look at asset allocation and the outlook from way back in December of 2019. Chad talks further about diversified portfolios and the importance of not missing the best trading days by trying to go all in and all out, noting that if you missed the 10 best trading days of the year your gains would drop down to 2%. Chad then moves on to discuss Bitcoin and how not to analyze it before moving on to talk about retirement. 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 |
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New Focus on Wealth with Chad Burton
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