New Focus on Wealth with Chad Burton
610 episodes — Page 13 of 13
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.