New Focus on Wealth with Chad Burton

The latest episode of Joining Me Now, featuring hosts Rob Black and Chad Burton, addresses what those entering retirements are doing to address current market conditions and inflation. Listen now as this dynamic duo talks about transitioning your portfolio from the accumulation phase to the income phase. Which accounts do you draw from first? What can you do to protect yourself from downturns in t...

Listen to the latest episode of New Focus On Wealth to get the latest insight from Certified Financial Planner Chard Burton.  On this episode, Chad talks about the importance of fighting the FOMO of popular meme stocks that may be trendy on social media. Next, Chad explains how market corrections are some of the most crucial events towards your long-term wealth building. Listen now! Email your mon...

Check out the latest episode of New Focus On Wealth, where Chad gives his expert opinion on market conditions, what they mean for your future, and how you can take advantage of the buying opportunities. Don’t miss this episode as Chad leads a detailed discussion on bonds and how to take advantage of them! Email your money question to chad@chadburton.com .  Call 1-888-762-2423 for Wealth Management...

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In this episode of New Focus On Wealth, Chad analyses the volatility of the bond market. Chad references similar volatility in the 80s as a hint of what may come.  Next, find out why current conditions are a prime example of why Chad urges his clients to have three years worth of portfolio draws in Cash.  Hit play now! Email your money question to  chad@chadburton.com .  Call 1-888-762-2423 for We...

Listen to the latest episode of New Focus On Wealth as Chad dives into the massive buying opportunity that the current economy presents for your portfolio, no matter how far along your retirement planning is! Don’t miss this episode during one of the better buying opportunities we could see for years. Email your money question to  chad@chadburton.com .  Call 1-888-762-2423 for Wealth Management an...

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In this episode of New Focus on Wealth, Chad discusses the importance of investing as early as possible, especially when prices are lower. Next, Chad discusses how diversification has made it easier to navigate through market turmoil. Have you ever wondered where an advisor is supposed to add value to your finances? Listen now as Chad identifies exactly where that value should be coming from. Emai...

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Listen to the latest episode with hosts Rob Black and Chad Burton as they discuss the most pressing topics for retirees. What changes may you need to make to your estate planning to be grandfathered in when laws change? Have we seen the floor for inflation and taxes for the next decade? Press play and listen to  Rob and Chad break down the questions you may not even know you have about retirement!...

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Listen to the latest episode of Joining Me Now as Rob and Chad discuss the importance of navigating through retirement with health in mind, financially, and for your mind and body. Next, Rob shines a light on the importance of separating the social climate from your investment strategies and how failing to do so can increase the likelihood of missing out on some of the best opportunities. Get the...

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On this episode, Rob and Chad discuss the things to do before you hire a certified financial player. Listen now as this dynamic duo dives into the differences between product-based brokers and Certified Financial Planners, and how the value of a CFP is truly unmatched. If you’ve been wondering when to take action with a CFP, this is one episode you won’t want to miss! Email your money question to ...

Rob and Chad team up once again to talk about the most pressing financial topics of 2022, including inflation and how it’s affecting retirees. Listen to essential conversations regarding cash flow projection models and how you can structure your tax situation to take advantage of lower taxes once you are forced to draw from your retirement accounts. If you still have questions about retirement, th...

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Listen to the latest episode of New Focus on Wealth as Certified Financial Planner Chad Burton talks about the topics that are most important to your money matters. In this episode, Chad talks about current market conditions, why we’re nearing peak inflation, interest rates, and planning for healthcare costs in retirement. Listen now! Email your money question to  chad@chadburton.com .  Call 1-888...

See omnystudio.com/listener for privacy information.