New Focus on Wealth with Chad Burton

This podcast episode features certified financial planner Chad Burton and Rob Black discussing various financial topics related to retirement planning, tax strategies, and investment decisions. Chad highlighted the importance of careful financial planning, especially for those looking to retire early or maintain their lifestyle in retirement. He discussed income gaps, working after retirement, tax...

In this podcast, Chad and Rob discuss various aspects of personal finance, wealth management, and estate planning. Throughout the episode, Chad and Rob delved into topics such as stress testing financial plans, the importance of estate planning, and the evolution of wealth management strategies over time. They also touched on the significance of having a solid financial plan in place to navigate m...

In this episode, Chad and Rob delve into the complexity of financial planning, covering topics such as insurance, investments, taxes, 401ks, stock options, and more. Chad emphasizes the importance of proactive and ongoing financial planning, highlighting how life changes at different stages require continuous adjustments to financial strategies. The discussion underscores that financial planning i...

On this episode, Chad and Rob discuss the recent market downturn and its impact on retirement planning. Chad highlights the importance of saving for retirement, citing statistics on savings across different generations. Chad invites listeners to an upcoming event focused on retirement readiness and financial planning strategies. Tune in to gain insights on managing your finances for a stress-free...

Chad starts by discussing the upcoming event, "7 Steps for Retirement Readiness," which covers crucial aspects such as taxes, income, long-term care, safe money, investing, life goals, and health and wellness. He emphasizes the importance of this event in light of the challenges faced by investors in the current economic climate. Moving on, Chad delves into the world of investing, specifically foc...

In this episode, Chad & Rob provides valuable insights and advice on preparing for retirement. From wealth accumulation to wealth management, Chad covers the essential steps to ensure a secure and fulfilling retirement. Here's a breakdown of what was discussed in this episode: Retirement Phases: Chad explains the two main phases of retirement - wealth accumulation (age 20-60) and wealth management...

The episode kicks off with a market update, discussing the performance of different indexes and highlighting the impact of China's economy on emerging markets. Chad also explores the challenges faced by regional banks and the potential risks associated with commercial loans and real estate investments. Moving on to retirement planning, Chad emphasizes the importance of knowing your expenses and un...

In this episode of  New Focus on Wealth , certified financial planner Chad Burton dives into the important topics of retirement readiness and healthcare costs. Chad starts by discussing the seven steps to retirement readiness, which include assessing your financial situation, determining your asset allocation, and creating a withdrawal strategy. He emphasizes the importance of having enough safe m...

In this episode, host Chad & Rob discusses the importance of building a retirement portfolio and proper asset allocation. Chad emphasizes the stages of wealth accumulation and management and introduces the seven steps for retirement readiness. He also announces an upcoming event in Menlo Park, California, where attendees with $500,000 or more in stock market assets can learn about various financia...

The episode kicks off with a discussion on the seven steps to retirement readiness. Chad emphasizes the need for a comprehensive financial plan that goes beyond just having enough savings. He highlights the importance of tax efficiencies, safe money allocation, and planning for long-term care costs. Listeners are encouraged to attend an upcoming event hosted by Chad, where he will delve deeper int...

The episode starts with a discussion on the potential rate cut by the Fed and its impact on the market. Chad also highlights the importance of diversifying your portfolio, especially if you are overweight in company stock. He shares strategies for reducing exposure to single company stock and maximizing tax benefits, including the net unrealized appreciation (NUA) tax strategy. Chad emphasizes the...

In this episode of New Focus on Wealth, certified financial planner Chad Burton dives into the important topics of retirement readiness and managing concentrated stock positions. Chad begins by sharing his personal experience attending his father's retirement party and reflecting on the concept of retirement. He then introduces the upcoming event, "Seven Steps for Retirement Readiness," hosted by...

In this episode of New Focus on Wealth, host Chad Burton discusses the current market conditions and the potential impact of interest rate cuts. He explains that there was a rally in both stocks and bonds at the end of 2023, driven by the expectation that the Fed would cut interest rates four to six times. However, Burton warns that this may not be a positive sign, as excessive rate cuts indicate...

In this episode of New Focus on Wealth, host Chad Burton discusses the themes for 2024 in the stock market and economy. Despite expectations of a recession in 2023, it did not materialize. Looking ahead, the upcoming elections and potential changes in taxes and other policies are important factors to consider. The overall theme is that the Federal Reserve has likely achieved a soft landing by rais...

In 2023, interest rates underwent significant fluctuations, starting with an inversion where the two-year U.S. Treasury paid more than the 10-year U.S. Treasury. However, as the year progressed, interest rates rallied. By year-end, the 10-year U.S. Treasury rate stood at approximately 3.88%, reaching a peak of 4% at one point. Meanwhile, the two-year treasury closed the year at 4.23%. This unprece...

In this episode of New Focus on Wealth, certified financial planner Chad Burton provides valuable insights into the current state of the market and offers expert advice on managing your investments. Chad discusses the recent market rally since November 1st, highlighting the performance of various asset classes such as the S&P 500, equal-weighted S&P 500 ETF, emerging markets, international develop...

In this episode of "New Focus on Wealth," Certified Financial Planner Chad Burton provides a market update, discussing the performance of various indices and asset classes. He highlights the strong performance of the NASDAQ and S&P 500, as well as the potential opportunities in emerging markets and actively managed funds. Chad also shares year-end tax moves to consider, including tax loss harvesti...

In this episode of "New Focus on Wealth," certified financial planner Chad Burton provides a comprehensive market update, discussing the recent rally in stocks, the bond market, and the potential impact of the Federal Reserve's interest rate decisions. He highlights the performance of different indexes, such as the NASDAQ, S&P 500, and Russell 2000, and emphasizes the importance of diversification...

In this episode of "New Focus on Wealth," certified financial planner Chad Burton discusses various topics related to retirement planning and financial security. He starts by paying tribute to Charlie Munger, vice chairman of Berkshire Hathaway, who recently passed away. Chad then delves into the performance of Berkshire Hathaway over the years and highlights the differences between its A and B sh...

In this podcast episode, the host, Chad Burton, discusses various topics related to personal finance, wealth management, and retirement readiness. Here are some key points covered in the episode: The stock market performance in 2023, with the NASDAQ up 46.5% and the S&P 500 up 19.85%. The impact of the Federal Reserve's interest rate cycle on market performance. The importance of balanced portfoli...

In this episode of the podcast "New Focus on Wealth," host Chad Burton, a certified financial planner, discusses various topics related to personal finance, wealth management, and the economy. The episode begins with a disclaimer that the views and opinions expressed are not necessarily those of the radio station or its sponsors, and should not be taken as legal, tax, or investment advice. Listene...

In this episode of the podcast, certified financial planner Chad Burton provides insights and analysis on various financial topics. The episode begins with a discussion on the current state of the market, focusing on the S&P 500 and NASDAQ indexes. Burton explains the composition of these indexes and highlights the dominance of tech stocks in their performance. He also emphasizes the importance of...

In this episode, Chad & Rob dive into the seven tests for retirement readiness, providing valuable insights and advice to help you make sense of your money matters. With over 28 years of experience in finance and investing, Chad draws from his expertise to guide you through the intricacies of retirement planning. But before delving into the tests, Chad emphasizes the importance of seeking unbiased...

In this episode, Chad & Rob dive into the complex world of retirement income and strategies. From taxes and healthcare costs to investment withdrawal and Social Security, Chad breaks down the different phases of retirement and the financial considerations that come with each stage. He also discusses the importance of having a solid retirement plan, especially for those aged 55 and older with signi...

In this episode of the podcast, certified financial planner Chad Burton joins host Rob Black to discuss the various aspects of retirement planning and wealth management. The episode focuses on the importance of retirement readiness and happiness, emphasizing the need to plan for a fulfilling and financially secure future. Chad highlights the significance of factors such as taxes, income, long-term...