New Focus on Wealth with Chad Burton

The latest episode of New Focus On Wealth with Certified Financial Planner Chad Burton features a discussion on IRAs, managing the balance between supporting your children and prioritizing your retirement. Chad notes that 70% of parents with kids over the age of 18 have sacrificed their personal finances to help their kids. Don't miss the latest from Chad as he dives into these topics and more! Em...

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Catch the latest from Certified Financial Planner Chad Burton as he addresses a question from a listener about whether or not it’s always better to wait until your 70s to take social security. Next, Chad compares stock market returns to real estate investments before diving into various ways you can take advantage of current tax laws with your real estate portfolio. Listen now! Email your money qu...

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Listen to the latest from Certified Financial Planner Chad Burton as he provides his regular market updates before discussing all things involved in the world of wealth building and financial planning.  On this episode, Chad answers questions from listeners on identity theft and retirement accounts, specifically describing how people who make too much money to fund a Roth can fund a Roth. Chad als...

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The latest episode of New Focus On Wealth addresses misconceptions about FDIC Insurance after the collapse of Silicon Valley Bank. Next, Chad discusses the common misunderstanding about Life Insurance as an investment, noting how exposure to stocks in these accounts prevents you from being able to take advantage of dividends. Finally, Chad talks about long-term care insurance and how to weigh the...

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This episode of New Focus On Wealth discusses bonds and the variables to consider with an inverted yield curve. Though short-term bonds currently yield a higher return, are they truly the best option? Get Chad’s latest market update on topics like safe money in retirement, tax planning, inflation, and much more. Listen now! Email your money question to  chad@chadburton.com .  Call 1-888-762-2423 f...

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Chad addresses one of the most important questions that we will face in our lives, “how do you know when you’re ready to retire?” Listen as this episode breaks down the various expenses to consider such as taxes, entertainment, and healthcare in the later stages of life. Listen now and familiarize yourself with the tests you can use to determine your readiness for a happy and successful retirement...

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Hear the latest from Rob and Chad’s ongoing discussion on all things retirement planning and wealth building.  In this episode, Chad breaks down his belief in the importance of having 3 years of portfolio draws in cash readily available. Next, Rob seeks insight from Chad on sequence of returns during retirement. Listen now! Email your money question to  chad@chadburton.com .  Call 1-888-762-2423 f...

Rob and Chad discuss rates of return and how long term investing can provide steady results, even when entering the market at less than ideal times. Check out the latest episode of Joining Me 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 See omnystudio.com/listener for privacy inform...

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Listen to the latest episode of Joining Me Now as Rob and Chad dive into the hot topics in the world of retirement planning. This episode features a discussion on safe money and balanced portfolios with Chad explaining how the meaning of a “balanced portfolio” has completely changed over the years to reflect the status of interest rates. Listen now! Email your money question to  chad@chadburton.co...

On this edition of New Focus on Wealth, Chad talks about new legislation that allows people to save for retirement by making student loan payments. Don’t miss this episode as Certified Financial Planner Chad Burton gives you 40 minutes of retirement and tax planning insight to consider for 2023. Email your money question to  chad@chadburton.com .  Call 1-888-762-2423 for Wealth Management and Fina...

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The latest episode of New Focus on Wealth features a conversation on health in retirement. Don’t miss this insightful episode with Certified Financial Planner Chad Burton as he goes over what he does to maintain a healthy lifestyle that allows him to enjoy the fruits of his labor as he plans for his own retirement. If you’re curious if you’re falling behind on your health, listen now! Email your m...

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Listen to the latest episode of  New Focus on Wealth where Chad explains how you can earn interest on your safe money and how much you need to afford your retirement. Click play and find your financial clarity with Certified Financial Planner Chad Burton. Email your money question to  chad@chadburton.com .  Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit  www. Ch...

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Chad opens up 2023 with a discussion on retirement accounts and the change in legislation that allows you to push required minimum distributions to age 73. Next, Chad talks about gifting and how it relates to your tax situation. Start the new year off with an insightful discussion on retirement planning by listening to the latest episode with Certified Financial Planner Chad Burton. Email your mon...

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Don’t miss the final episode of 2022 as Chad dives head first into a discussion on what matters most to retirees, including an understanding of how markets fluctuate and why you should have 3 years worth of portfolio draws in safe money. Chad also goes over the various ways you can plan for your children’s future with College funding investment accounts that can be rolled into a retirement account...