New Focus on Wealth
New Focus on Wealth with Chad Burton
Rob Black and Certified Financial Planner, Chad Burton, discuss important financial planning and wealth management issues. If you want to learn how to plan for retirement and do a better job managing your investment portfolio... this is the show for you.
Author
New Focus on Wealth
Category
Podcast website
Latest episode
Jul 10, 2026
Where to listen?
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Episodes
Are We At The End Of A Bull Market? 28.10.2021 36:41
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 See omnystudio.com/listener for privacy informatio...
Joining Me Now: Defining Your Financial Goals 15.10.2021 35:51
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 See omnystudio.com/listener for privacy information.
Should You Die Broke? 13.10.2021 36:18
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. Chad...
Joining Me Now: Issues That Come Up When Planning Your Retirement 12.10.2021 35:09
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....
Maximize Your Retirement Portfolio 11.10.2021 36:43
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 See omnystudio.com/listener for privacy information.
What Happens To Bonds When Rates Go Up 08.10.2021 35:46
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 See omnystudio.com/listener for privacy information.
Joining Me Now: Investing In Your Future, When Is The Right Time? 05.10.2021 35:36
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 See omnystudio....
Proposed Tax & Financial Changes for 2022 29.09.2021 36:12
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 See omnystudio.com/listener for privacy information.
Staying On Track For Retirement & What That Looks Like 23.09.2021 36:12
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 See omnystudio.com/listener for privacy information.
The Overall Importance Of Future Tax Planning 21.09.2021 36:27
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 See omnystudio.com/listener for privacy information.
Trust Packages & The Importance of a Power of Attorney 17.09.2021 36:54
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 See omnystudio.com/listener for privacy information.
Benefits & Options Outside Of Your Typical 401K 01.09.2021 36:17
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 See omnystudio.com/listener for privacy information.
Proper Planning For Building Your Best Retirement 26.08.2021 36:00
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 See o...
Understanding 529 Plans 24.08.2021 36:57
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 See omnystudio.com/listener for privacy information.
Price-To-Earnings Ratio, Wage Inflation & New Restrictions 13.08.2021 36:39
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 See omnystudio.com/listener for privacy information.
How Much Cash Do You Need Going Into Retirement? 05.08.2021 36:11
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 See omnystudio.com/listener for privacy information.
The Barriers For Saving For Your Retirement 04.08.2021 35:19
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 See omnystudio.com/listener for privacy information.
Checking In During Earning Season 29.07.2021 36:04
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 See omnystudio.com/listener for privacy informati...
What's Better? Real Estate vs. Stock Market 22.07.2021 36:03
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 Se...
How Stocks, Bonds, & Real-Estate Match Up 21.07.2021 36:03
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 See omnystudio.com/listener for privacy information.
Should You Forget About The 4% Withdraws Rule 07.07.2021 37:54
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. Ch...
Preserving Your Retirement Portfolio 01.07.2021 36:46
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 See omnystudio.com/list...
Bond Market Volatility 23.06.2021 35:46
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 Financi...
Reviewing The Market As A Whole 22.06.2021 36:25
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....
Planning During Transitional Times For Your Children 16.06.2021 36:33
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 See omnystudio.com/listener for privacy information.
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