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New Focus on Wealth with Chad Burton

New Focus on Wealth with Chad Burton

536 episodes — Page 11 of 11

Price-To-Earnings Ratio, Wage Inflation & New Restrictions

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 [email protected]. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.comSee omnystudio.com/listener for privacy information.

Aug 13, 202136 min

How Much Cash Do You Need Going Into Retirement?

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 [email protected]. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.comSee omnystudio.com/listener for privacy information.

Aug 5, 202136 min

The Barriers For Saving For Your Retirement

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 [email protected]. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.comSee omnystudio.com/listener for privacy information.

Aug 4, 202135 min

Checking In During Earning Season

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 [email protected]. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.comSee omnystudio.com/listener for privacy information.

Jul 29, 202136 min

What's Better? Real Estate vs. Stock Market

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 [email protected]. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.comSee omnystudio.com/listener for privacy information.

Jul 22, 202136 min

How Stocks, Bonds, & Real-Estate Match Up

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 [email protected]. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.comSee omnystudio.com/listener for privacy information.

Jul 21, 202136 min

Should You Forget About The 4% Withdraws Rule

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 [email protected]. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.comSee omnystudio.com/listener for privacy information.

Jul 7, 202137 min

Preserving Your Retirement Portfolio

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 [email protected]. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.comSee omnystudio.com/listener for privacy information.

Jul 1, 202136 min

Bond Market Volatility

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 [email protected]. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.comSee omnystudio.com/listener for privacy information.

Jun 23, 202135 min

Reviewing The Market As A Whole

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 [email protected]. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com See omnystudio.com/listener for privacy information.

Jun 22, 202136 min

Planning During Transitional Times For Your Children

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 [email protected]. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.comSee omnystudio.com/listener for privacy information.

Jun 16, 202136 min

Investment, Planning, Organization & Strategy

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 [email protected]. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.comSee omnystudio.com/listener for privacy information.

Jun 8, 202136 min

Sequence Of Returns & How They Impact

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 [email protected]. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.comSee omnystudio.com/listener for privacy information.

Jun 2, 202136 min

6 Tests To Determine Your Retirement Readiness

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 more about these key questions on the latest episode of New Focus On Wealth. Email your money question to [email protected]. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.comSee omnystudio.com/listener for privacy information.

May 26, 202137 min

Episode 1! Welcome to Joining Me Now!

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 [email protected]. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.comSee omnystudio.com/listener for privacy information.

May 24, 20211h 10m

Why High Earners Should Be Using A CPA To File Their Taxes

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 [email protected]. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.comSee omnystudio.com/listener for privacy information.

May 20, 202137 min

Inflation, Retirement Planning & Divorce

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 [email protected]. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.comSee omnystudio.com/listener for privacy information.

May 12, 202136 min

Covering The Bases With Rob Black

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 [email protected]. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.comSee omnystudio.com/listener for privacy information.

May 8, 202136 min

A Discussion On Inflation & Taxes

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 [email protected]. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.comSee omnystudio.com/listener for privacy information.

Apr 29, 202136 min

Crypto & Tax Talk with Rob Black

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 [email protected]. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.comSee omnystudio.com/listener for privacy information.

Apr 23, 202134 min

Don’t Let Fomo Buying Force You Into Uninformed Decisions

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 [email protected]. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.comSee omnystudio.com/listener for privacy information.

Apr 21, 202136 min

Social & Cyber Security

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 [email protected]. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.comSee omnystudio.com/listener for privacy information.

Apr 14, 202145 min

Growth Rates, Inflation & A Break Down Of Dividends

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 [email protected]. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.comSee omnystudio.com/listener for privacy information.

Apr 13, 202135 min

Chad Guest Hosts On Rob Black & Your Money

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 [email protected]. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.comSee omnystudio.com/listener for privacy information.

Mar 31, 202136 min

Tax Deadlines & Special Guest Erik Knutzen

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 [email protected]. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.comSee omnystudio.com/listener for privacy information.

Mar 23, 202136 min

Major Market Updates, Where To Invest & More

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 [email protected]. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com See omnystudio.com/listener for privacy information.

Mar 17, 202136 min

A Look Around The Market & Listeners Submitted Questions!

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 [email protected] , 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 visit www.NewFocusFinancial.comSee omnystudio.com/listener for privacy information.

Mar 9, 202136 min

Biotechnology Talk With Special Guest Brian Dausch, CFA, Of T. Rowe Price

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 [email protected] , 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 visit www.NewFocusFinancial.comSee omnystudio.com/listener for privacy information.

Mar 4, 202147 min

Should You Draw From Your Retirement Account Early To Pay Off Your Mortgage?

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 [email protected] , 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 visit www.NewFocusFinancial.com See omnystudio.com/listener for privacy information.

Feb 19, 202136 min

15 Things To Do Before Hiring An Advisor

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 [email protected] , 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 visit www.NewFocusFinancial.comSee omnystudio.com/listener for privacy information.

Feb 16, 202136 min

Why It’s Best for Some to Wait Until March to File Their Taxes

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 [email protected] , 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 visit www.NewFocusFinancial.comSee omnystudio.com/listener for privacy information.

Feb 11, 202137 min

New Year, New Growth, New Retirement Planning.

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 important retirement information, economic outlooks, and more. Email your money question to [email protected] , 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 visit www.NewFocusFinancial.comSee omnystudio.com/listener for privacy information.

Feb 10, 202137 min

Where Were You During The Reddit GameStop Push?

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 [email protected] , 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 visit www.NewFocusFinancial.com See omnystudio.com/listener for privacy information.

Feb 4, 202136 min

A Look At Social Security & Taxation

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 [email protected] , 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 visit www.NewFocusFinancial.comSee omnystudio.com/listener for privacy information.

Jan 28, 202136 min

BIG News!

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 Chad and the EP Wealth team! Email your money question to [email protected] , 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 visit www.NewFocusFinancial.comSee omnystudio.com/listener for privacy information.

Jan 27, 202136 min

Transitioning To A Balanced Retirement Portfolio

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 to [email protected] , 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 visit www.NewFocusFinancial.comSee omnystudio.com/listener for privacy information.

Jan 12, 202137 min