New Focus on Wealth with Chad Burton

On this episode of New Focus on Wealth, Chad opens with a discussion about what he noticed during this round of tax returns, noting that capital gain distributions were the highest he’s seen since he started doing radio in 1999. Next, Chad breaks down the tax surprises some people may have noticed after investing in mutual funds.  Listen now as Chad talks taxes, retirement, and gifting in his retu...

In this episode of New Focus On Wealth, Chad talks about interest rates and the cause of inflation.  Next, Chad moves on to explain why and how you should get your gifting out of the way now instead of the end of the year.  Listen now as Chad discusses alternative retirement investments as retirement becomes more expensive than ever. Email your money question to  chad@chadburton.com .  Call 1-888-...

In this episode of Joining Me Now, Rob and Chad discuss what retirement means in 2022, noting the change in perception for pre-retirement due to the lifestyle change brought by the pandemic.  Next, Rob and Chad discuss the important conversations spouses may want to have as they approach their ideal retirement age.  Listen to Rob and Chad as they take a deep dive into retirement and the decisions...

In this episode of New Focus On Wealth, Chad goes over a brief market overview, addressing the problems that come with inflation and geopolitical issues the US currently faces.  Next, Chad addresses the importance of not scaring yourself out of the market and remaining updated on the performance of your portfolio, noting that it’s crucial to allow the stocks you want to sell in fear to remain in y...

In this episode of Joining Me Now, Chad and Rob answer a question from a listener. Should they pay off their mortgage? Chad reveals his thoughts on the matter.  Next, Chad goes over the reasons to be cautious about working with family and the benefit he sees in watching his son earn experience elsewhere.  Listen now to hear Chad address the most common issue that you have to avoid to reach the pot...

On the latest episode of New Focus On Wealth, Chad addresses the recent State Of The Union address from President Biden.  Chad notes that it's rare to see an oil price spike without a lingering recession.  Moving onto Crypto, Chad notes that the meme-coin bubble has burst but that the recent fiscal developments overseas make the outline for crypto more interesting.  How soon are we due for a reces...

On this episode of New Focus On Wealth, Chad provided a brief market update before moving on to a discussion on inflation. Are you looking at inflation the right way? Chad notes that inflation will not maintain the same trajectory because it is judged based on the previous year, meaning that while inflation rates look like they are going down, the level of inflation is still relatively high based...

On this episode of New Focus On Wealth, Chad provides a brief market update before moving on to a discussion on asset allocation.  What are the pros and cons of rolling over your 401K? Chad makes some points that may change your view on 401K rollovers. 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 Plann...

On this episode of New Focus On Wealth, Chad recaps the rough month of January and gives his advice to new investors. Noting that starting a retirement account and utilizing apps like Acorns is a great way to start investing. Listen now as Chad speaks on altcoins, NFTs, and more! Email your money question to  chad@chadburton.com .  Call 1-888-762-2423 for Wealth Management and Financial Planning s...

On this episode of Joining Me Now, Rob and Chad talk about detailed cash flow projections for retirement and how it affects asset allocation and tax projections. Listen now as Rob and Chad discuss the ins and outs of retirement and tax planning on this info-packed episode! Email your money question to  chad@chadburton.com .  Call 1-888-762-2423 for Wealth Management and Financial Planning services...

On this episode of New Focus on Wealth, Chad talks about the recent stock market correction as well as the pullback on cryptocurrency. Chad notes the attractive buying opportunity that stock market pullbacks provide and the importance of asset allocation, buying assets in the right accounts. Next, Chad talks about emerging markets, inflation, and how to approach the bond market. Listen now! Email...

On this episode of Joining Me Now, Rob and Chad discuss what it means to invest in the S&P 500. Chad notes how tech-heavy and less diversified the index is than ever before. Next, Rob moves on to discuss portfolio diversification where Chad mentions how over the last 15-20 years, globally diversified portfolios have outperformed those that are not internationally diversified. Chad mentions the val...

On this episode of New Focus on Wealth, Chad discusses the recent pullback on the stock market, noting how technology driven the S&P 500 has become.  Chad then moves on to inflation and the high level of resignations around the country. Finally, Chad goes over the 7 tests to determine how ready you are for retirement. Listen now to figure out how to get Chad’s blessing! Email your money question t...

On this episode of New Focus on Wealth, Chad starts off with an analysis of the bond market and wage inflation, noting that wage inflation continues to be an issue causing worker shortages. Next, Chad talks about the risk of investing in Crypto, noting that 2022 will continue to see security issues with digital wallets. Listen now to hear what Chad thinks about the fear of missing out on Crypto an...

On this episode of New Focus On Wealth, Chad answers a listener’s question on social security. Does Chad think this listener’s combination of social security and rental property income will be too much of a tax burden to allow him to live the life he wants? Next, Chad explains why he thinks I bonds may require you to jump through too many hoops than they are worth. Listen now! Email your money que...

On this episode of New Focus On Wealth, Chad goes over tax withholding and the importance of staying up to date on your tax projections as your portfolio changes throughout the year.  Next, Chad discusses the unlikelihood that the government will be able to close back door loopholes for tax savings on retirement accounts anytime soon.  Chad then moves on to recap market performance for 2021, notin...

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 l...

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...

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  cha...

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...

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@c...

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....

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...

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 no...

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...