New Focus on Wealth with Chad Burton

Investing too aggressively or investing too conservatively? It takes more than a guess. Listen to the facts and education provided in the podcast. Not only does it stem realization but it puts things into perspective for people just starting to plan retirement to those who are years into retirement. Email your money question to  chad@chadburton.com .  Call 1-888-762-2423 for Wealth Management and...

Listen in as Chad explains and reflects the impacts of Inflation both past and present and what that means for your future. When making certain financial decisions it is key to pay attention to the sequence of returns. 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/liste...

Listen now to learn how a balanced portfolio and proper planning is changing the way retirees live. Chad discusses 6 tests to determine retirement readiness. Will your retirement situation allow you to live a happy life with purpose? Do your current spending habits align with your ideal retirement situation? How will you react when the market pulls back? Change your outlook on retirement and learn...

On episode #1 of Joining Me Now with Hosts Rob Black and Chad Burton, Rob and Chad discuss creating wealth, retirement draw rates, social security, real estate, and more. Listen to this info-packed episode 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...

On this episode of New Focus on Wealth, Chad starts off with a deep dive into taxes including a discussion on quarterly tax payments, retirement accounts, and the importance of having a second set of eyes on your tax return. 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 service...

On this episode of New Focus on Wealth, Chad talks about inflation and its effect on retirement planning as well as divorce. What is the best way to fight inflation? Listen now to find out. 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.

Chad visits with special guest Rob Black to discuss stocks, financial stimulus, and unemployment. 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 Planning services or visit  www. ChadBurton.com See omnystudio.com/listener for privacy information.

Chad dives into the federal government’s blindspot for inflation, addressing costs of living and the demand for housing. Next, Chad takes a looks at the value of foreign stocks and the tax code of the United States. 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...

On this episode, Chad guest hosts Rob Black and Your Money to talk about cryptocurrency, disability insurance, taxes and more. You won’t want to miss this info-packed episode! 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.

Chad discusses cryptocurrency and the misconception of their purpose, noting that FOMO (Fear Of Missing Out), could hurt people making uninformed investments. Tune into Chad's thoughts on crypto, retirement, and healthcare now. You won’t want to miss this info-packed episode! Email your money question to  chad@chadburton.com .  Call 1-888-762-2423 for Wealth Management and Financial Planning servi...

Chad discusses the importance of cyber security and how it goes hand in hand with financial literacy. Listen now to learn more about the steps you can take to prevent identity theft and the steps you can take to recover from it. 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...

Chad takes a look at earnings growth rates and expectations for the S&P 500 over the next 12 months. Chad takes a look at inflation and deflation, noting a 35% increase in the price of lumber. Next, Chad moves on to discuss your dividends and interest. Listen now to learn more! Email your money question to  chad@chadburton.com .  Call 1-888-762-2423 for Wealth Management and Financial Planning ser...

On this episode, Chad guest hosts on the Rob Black And Your Money show to talk about retirement, his expected increase in taxes, and the GDP outlook towards 2022. Listen to this one of a kind episode 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 privac...

On this episode, Chad takes a look at the extended tax deadline and who it affects, noting that quarterly tax payments are still due at the April 15th deadline. Next, Chad brings in special guest Erik Knutzen, Chief Investment Officer at Neuberger Berman. Listen now! Email your money question to  chad@chadburton.com .  Call 1-888-762-2423 for Wealth Management and Financial Planning services or vi...

On this episode, Chad gives us major market updates, talks about why fewer companies are going public, what is SPAC and why it's the new move, and much 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.

On episode 1190, Chad takes a look around the market before moving on to address listener questions regarding retirement, purchasing homes, and renting. Listen now for more! Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT) Call 1-888-762-2423 for Wealth Management and Financial Planning services or v...

Ep 1189 features special guest Brian Dausch, CFA, a portfolio specialist at T. Rowe Price with roots in the biotech industry. Listen now as Chad and Brian discuss the excitement surrounding biotechnology. Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT) Call 1-888-762-2423 for Wealth Management and F...

On this episode of New Focus on Wealth, Chad addresses a retirement question from a listener in the North East. Should you take your pension early to pay off your house? Listen now to learn what Chad thinks about drawing from retirement accounts to pay off mortgages. Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-...

On the latest episode of New Focus on Wealth, Chad briefly discusses retirement accounts before moving on to 15 things you should do before hiring a financial advisor. If you’re shopping advisors, make sure you give this episode a listen before making another move! Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:...

On this episode of New Focus on Wealth, Chad begins with a look at taxes and talks about when to file them, noting that corrections on forms will often continue through late February. Chad then moves on to discuss retirement and the advantages of different retirement accounts. To learn more about healthy financial habits, listen now! Email your money question to chad@newfocusfinancial.com , or cal...

On this episode of New Focus on Wealth, Chad discusses interest rates, refinancing, and the expected growth of the economy in 2021. Before moving on to retirement outlooks, Chad notes that 63% of companies in the S&P 500 have dividend yields that would provide a higher return than if you were to take the same money and invest it in a 10 year treasury. Listen to episode 1185 to learn more about imp...

On this episode of New Focus On Wealth, Chad gives his two cents on the GameStop Frenzy and breaks down where it originated. Next, Chad breaks down the risks of shorting a stock and how hedge funds will adjust moving forward. Listen now for more! Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT) Call...

On this episode of New Focus On Wealth, Chad starts off with a look at social security. Chad notes that there will eventually be more money being taken from social security than there is funding it. By law, this means that benefits must be cut. Currently, up to 85% of your social security is taxable. That number could increase over time. Listen now to learn more! Email your money question to chad@...

The big news is here! On this episode of New Focus On Wealth, Chad announces that New Focus Financial Group, started in December of 2004, is now EP Wealth. This move takes the team to over 50 CFPs with locations across the country. EP Wealth clients can expect new software and services that will allow the team to take customer care to a new depth. Listen now to learn more about the services of Cha...

On this episode of New Focus On Wealth, Chad starts off with a quick look at cryptocurrency and what to expect from Bitcoin in 2021. Next, Chad discusses the importance of a balanced retirement portfolio. Chad then further explains different retirement scenarios and how to transition from a retirement accumulation strategy to a disbursement strategy. Listen now for more! Email your money question...