New Focus on Wealth with Chad Burton

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Chad Burton hosts today's show See omnystudio.com/listener for privacy information.

See omnystudio.com/listener for privacy information.

See omnystudio.com/listener for privacy information.

See omnystudio.com/listener for privacy information.

In this Episode of New Focus on Wealth, Chad talks about everything from Crypto to long-term stock investing. Chad goes over how the 70/30 rule has held for decades and how you can leverage current market conditions to rebalance your portfolio. Listen now to hear what Chad has to say on some of the most critical topics to your portfolio. Email your money question to  chad@chadburton.com .  Call 1-...

See omnystudio.com/listener for privacy information.

See omnystudio.com/listener for privacy information.

See omnystudio.com/listener for privacy information.

After a brief look around the market, Chad talks about Asset Allocation and how you can use it to save money on taxes.  Next, Chad answers questions from listeners, including one regarding umbrella coverage. Chad notes the rule of thumb is two times your net worth minus your retirement accounts. Chad also notes he’s never seen a client need umbrella coverage during his 29 years in the business. Ne...

On this episode of New Focus on Wealth, Chad provides a market update before moving into a question from a listener regarding dependents, taxes, and their Roth IRAs. Chad goes over the proper procedure for using tip money to fund a retirement account.  Next, Chad goes over how to get started in investing for free and the importance of getting started early in life. Don’t miss this episode! Email y...

On this episode, Chad gives a brief market update before moving on to the fifteen things you should do before hiring a financial advisor. A little behind on your retirement savings? Chad notes how to get back on track. Starting with a simple budget, Chad explains the 15 things you can do to build a foundation of financial awareness before taking steps to find the right advisor for you. Don’t miss...

On this episode of New Focus On Wealth, Chad goes over the outlook for new retirees during a period of high inflation. Don’t miss this episode as Chad talks about taxes, interest rates, and inflation.  Despite recent market performance, Chad expresses optimism with expectations for growth over the next 10 to 20 years, listen now to find out why. Email your money question to  chad@chadburton.com . ...

Listen now as Chad discusses everything from inflation to the differences between mutual funds and ETFs! Chad gives his take on how close he thinks we are to peak inflation. Listen to the end to hear special guest Rob Black join the show to go over market performance and the buy and hold philosophy for retirees. Email your money question to  chad@chadburton.com .  Call 1-888-762-2423 for Wealth Ma...

In this episode of New Focus On Wealth, Chad goes over the performance of differently structured portfolios over the past year, noting one of the worst years for balanced portfolios in recent history.  Chad notes the importance of consistently buying and broadening your exposure to small-cap, mid-cap, large-cap, emerging markets, and real estate. Don’t miss this episode as Chad identifies an oppor...

Listen to the latest episode of New Focus On Wealth as Chad breaks down the tests you should take to prepare for a happy retirement. Chad dives into various aspects of retirement planning from the linear cash flow model to planning for long-term health care costs. Feeling a little unsure about the state of your current retirement planning? Listen now as Chad identifies the 7 tests you can use to i...

On this episode of New Focus on Wealth, Chad talks about the current state of the market, why crypto is indeed here to stay, key considerations for new and recent retirees, and the one thing you should avoid doing right now to maximize your portfolio for the long haul. Email your money question to  chad@chadburton.com .  Call 1-888-762-2423 for Wealth Management and Financial Planning services or...

On this episode of New Focus On Wealth, Chad talks about how to approach the bond market vs the stock market, noting that you can enter into the stock market with long-term plans less cautiously than you can with the current bond market.  Next, Chad talks about the 4 stages of retirement and the trouble you can find with a college fund when set up incorrectly. Email your money question to  chad@ch...

Listen now as Chad talks about the moves people tend to make that often have the worst effects on their long-term portfolios, such as selling out of fear. Are the odds of a recession going up, and should you be worried? Listen as Chad talks about bonds, inflation, and identifies the moves to avoid so that your portfolio can reach its full potential! Email your money question to  chad@chadburton.co...

On this episode of New Focus On Wealth, Chad talks about why this has been one of the worst times for balanced portfolios in years, reiterating the importance of a detailed retirement plan with 3 years of portfolio draws readily available in cash. Next, Chad talks about interest rates and the likelihood of a soft landing for the US economy.  Listen now as Chad talks about the opportunity that roug...

Listen to the latest episode of New Focus On Wealth with host Chad Burton as he explains why this has been one of the toughest years for balanced portfolios since 2008. Do the recent market pullbacks present a desirable buying opportunity or should you be cautious as the trend continues downward? Chad sees opportunity as we approach what he believes to be close to peak inflation rates and pullback...

On this episode of New Focus On Wealth, Chad talks about the bond market and whether or not you can refer to it as a hint of an incoming recession.  Next, Chad talks about what you can do if you expect a pending recession. Listen now, you won’t want to miss this episode. Email your money question to  chad@chadburton.com .  Call 1-888-762-2423 for Wealth Management and Financial Planning services o...

Join Rob and Chad for the latest episode of Joining Me Now as they discuss the age-old question of whether or not you should pay off your mortgage early. Rob and Chad discuss the various scenarios in which you should and shouldn’t pay off your mortgage early, noting the list of factors like taxes and interest rates that come into play. Listen now! Email your money question to  chad@chadburton.com...

On this episode of Joining Me Now, Rob and Chad discuss their encounters that made for an interesting tax season. Next, your favorite co-hosts talk about the biggest fears among current retirees, noting that the war in Ukraine and inflation are among the most common answers. Listen now as Rob and Chad discuss retirement and how to plan for it, plus what Chad has seen over the course of his career...