New Focus on Wealth with Chad Burton

Filtering through the "noise" on Wall Street and pointing out the current market issues and news stories that truly affect your path to retirement. Sponsored by EP Wealth Advisors. Certified Financial Planner Chad Burton joins Rob Black discussing retirement solutions.

As Regional Director for EP Wealth Advisors, Chad helps clients pursue personal financial goals through comprehensive planning, while supporting growth across his region. He works with individuals and families seeking clarity across retirement, income needs, and legacy priorities

EP Wealth Advisor CFP Chad Burton on great ways to prepare for retirement, plus information on the next Pints and Portfolios will be in San Mateo this Saturday May 16th from 11am to 1pm with EP Wealth Advisors Ryan Ignacio CFA CFP and Julie Chan-O'Rourke CFP

EP Wealth Advisor CFP Chad Burton on great ways to prepare for retirement, plus information on the next seminar with EP Wealth Advisors Chad and Ryan Ignacio at the Palo Alto Elks Lodge January 15th at 6:30pm covering important tax strategies and more.

Chad talks about the markets on Tuesday 1/5/26 and what we may see the rest of the year, plus more on the next seminar with EP Wealth Advisors Chad and Ryan Ignacio at the Palo Alto Elks Lodge January 15th at 6:30pm covering important tax strategies and more

Rob Black looks at late Friday headlines and looking back at the week, EP Wealth's advisor Chad Burton discusses building your wealth, More on the Thursday October 16th Retirement & Wealth Strategies for Your Future seminar at the Palo Alto Elks Lodge where you can meet EP Wealth Advisors CFP Chad Burton and CFP CFA Ryan Ignacio

This episode recaps Chad Burton daily guest spots with Rob Black for the week of July 24 th .   Sign up for the live retirement event on 2/1 in Palo Alto at www. ChadBurton.com . Chad tackles real-world scenario where a high-net-worth investor owns several million in rental properties but has limited liquidity in traditional accounts. With inflation outpacing rental growth, what's the smartest way...

Chad joins Rob Black to dive into the latest updates on 401(k) contribution limits for 2025, including new IRS catch-up provisions for older workers, mega Roth strategies, and backdoor Roth IRAs. Explore retirement planning essentials like Morningstar's revised 3.7% withdrawal rate, strategies for optimizing Social Security timing, and the pros and cons of bond ladders versus ETFs. Chad also discu...

In this episode, Chad joins Rob Black and dives into key financial market trends, including a recap of December's performance where the S&P 500 dropped, and bonds fell. Chad discusses high expectations for Q4 2024 earnings growth, the elevated forward P/E ratio for the S&P 500, and the unprecedented concentration of 10 companies comprising 39% of the S&P 500 index. Chad explores retirement portfol...

Are you looking for ways to optimize your real estate investments and potentially defer taxes? Watch our latest recording where we explore how 1031 exchanges into Delaware Statutory Trusts (DSTs) may potentially provide a path to passive income while reducing the burden of property management. Presented by  Chad Burton, CFP® , this seminar walks you through the current real estate environment, tre...

In this episode, Chad Burton joins Rob Black to uncover the secrets of turning underperforming real estate into a reliable source of passive income. Learn how to spot problem rental properties and transform them into opportunities through strategies like 1031 exchanges, Delaware Statutory Trusts (DSTs), and 721 exchanges. Chad and Rob also explore how to seamlessly swap a single rental property in...

In this episode of New Focus on Wealth, host Chad Burton, a Certified Financial Planner, discusses the current state of the market as we approach the end of the year. He highlights a busy period marked by clients selling businesses and estate planning issues. Chad notes that 2024 is shaping up to be significant for the market, with the recent Trump red wave positively impacting stock performance....

In this engaging episode of "New Focus on Wealth," certified financial planner Chad Burton delves into the intricacies of the current financial landscape, offering listeners a comprehensive market update that highlights the impressive performance of tech-heavy indices like the NASDAQ and the S&P 500. He meticulously analyzes the recent fluctuations in interest rates, emphasizing their impact on bo...

In this episode of "New Focus on Wealth," certified financial planner Chad Burton delves into the intricacies of the current financial landscape, offering listeners a comprehensive analysis of market trends, interest rates, and investment strategies. He highlights the recent performance of various indices, including the NASDAQ and S&P 500, while addressing the implications of the Federal Reserve's...

In this episode, Chad Burton provides a comprehensive market update, highlighting significant gains in various indices, including the NASDAQ and S&P 500, while also discussing the recent rally in the bond market due to declining interest rates. He emphasizes the importance of portfolio diversification, particularly for younger investors building wealth, and suggests strategies for rebalancing port...

In this episode, Rob Black and certified financial planner Chad Burton discuss various aspects of personal finance, retirement planning, and the impact of inflation on financial decisions. They delve into common retirement questions, particularly the concern of whether individuals have enough savings to retire comfortably, especially in light of rising costs and changing economic conditions. Chad...

In this episode, Rob Black and certified financial planner Chad Burton discuss the current state of the financial markets, particularly focusing on the historical performance of September and the implications for retirement planning. They highlight the surprising resilience of the markets this year, with significant gains in major indices like the S&P 500 and NASDAQ. Chad emphasizes the importance...

In this episode, host Rob Black and certified financial planner Chad Burton discuss the recent 50 basis point cut by the Federal Reserve and its implications for the economy and investment strategies. They analyze the current market conditions, including the volatility in stocks and the impact of rising interest rates on various sectors, particularly real estate and alternative investments. Chad e...

In this episode, Rob Black and certified financial planner Chad Burton discuss various aspects of personal finance, particularly focusing on retirement planning and the current economic climate. They highlight an upcoming event on income and retirement scheduled for September 26th at the Juniper Hotel in Cupertino, California, where attendees can learn about tax planning, portfolio transitions, an...

In this episode, Chad & Rob discuss essential topics related to retirement planning and wealth management. They emphasize the importance of preparing for retirement well in advance, ideally starting serious planning around age 55, and highlight the need for a balanced portfolio that can withstand market volatility. Chad explains how to get started on a retirement plan by gathering key financial do...

In this episode, Chad and Rob discuss the current economic landscape, focusing on inflation, taxes, and retirement planning. They analyze the recent inflation report and its implications for families and retirees, emphasizing the rising costs of essentials like food and gasoline. The conversation shifts to the political climate, particularly the recent debate, where both candidates are criticized...