New Focus on Wealth with Chad Burton

On this episode, Chad discusses Tax Loss Harvesting and how you can use a down market to your benefit. Tax season is right around the corner, don’t miss this episode! Listen now as Chad goes over topics that are crucial to not only your tax planning but your retirement plan as a whole. 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.

See omnystudio.com/listener for privacy information.

See omnystudio.com/listener for privacy information.

Listen to the latest episode as Rob and Chad discuss tax planning for retirement and the new perspective retirees will have to adapt to as they move from building wealth to living off of it. Is your portfolio ready to make that transition? 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.

The latest episode of New Focus On Wealth featured a look around the market and a discussion on how to handle the economic turbulence that may be right around the corner. Listen now as Chad explains why panic selling is the worst thing you can do in a bear market. 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.

Listen to the latest episode of Joining Me Now as Rob and Chad help you navigate through some of the commonly overlooked problems that occur with improper tax and estate planning. Are you putting you and your family in the best position to keep your hard earned dollars after retirement? 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.

Rob and Chad discuss what retirees are doing to maximize their enjoyment of retirement, noting that those staying busy and taking care of their diet and exercise are often happier than those who plan to retire earlier with no vision of what they want to do to keep them busy. Next, a discussion on preparing for health-related expenses in retirement and why you should account for a 5-6% cost increase year to year. Listen now to hear the latest on all things retirement-related from Rob and Chad! 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.

On the latest episode of Joining Me Now, Rob and Chad discuss building wealth for retirement and the various tools you can use to do so. High-interest savings accounts, bonds, and even mortgages are just a few of the tools broken down into detail. Listen now, and don’t miss out on the opportunities of today’s economy. 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.

See omnystudio.com/listener for privacy information.

See omnystudio.com/listener for privacy information.

See omnystudio.com/listener for privacy information.

The latest episode of Joining Me Now, featuring hosts Rob Black and Chad Burton, addresses what those entering retirements are doing to address current market conditions and inflation. Listen now as this dynamic duo talks about transitioning your portfolio from the accumulation phase to the income phase. Which accounts do you draw from first? What can you do to protect yourself from downturns in the market? 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.

Listen to the latest episode of New Focus On Wealth to get the latest insight from Certified Financial Planner Chard Burton. On this episode, Chad talks about the importance of fighting the FOMO of popular meme stocks that may be trendy on social media. Next, Chad explains how market corrections are some of the most crucial events towards your long-term wealth building. 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.

Check out the latest episode of New Focus On Wealth, where Chad gives his expert opinion on market conditions, what they mean for your future, and how you can take advantage of the buying opportunities. Don’t miss this episode as Chad leads a detailed discussion on bonds and how to take advantage of them! 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.

See omnystudio.com/listener for privacy information.

See omnystudio.com/listener for privacy information.

See omnystudio.com/listener for privacy information.

In this episode of New Focus On Wealth, Chad analyses the volatility of the bond market. Chad references similar volatility in the 80s as a hint of what may come. Next, find out why current conditions are a prime example of why Chad urges his clients to have three years worth of portfolio draws in Cash. Hit play 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.

Listen to the latest episode of New Focus On Wealth as Chad dives into the massive buying opportunity that the current economy presents for your portfolio, no matter how far along your retirement planning is! Don’t miss this episode during one of the better buying opportunities we could see for years. 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.

See omnystudio.com/listener for privacy information.

See omnystudio.com/listener for privacy information.

See omnystudio.com/listener for privacy information.

In this episode of New Focus on Wealth, Chad discusses the importance of investing as early as possible, especially when prices are lower. Next, Chad discusses how diversification has made it easier to navigate through market turmoil. Have you ever wondered where an advisor is supposed to add value to your finances? Listen now as Chad identifies exactly where that value should be coming from. 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.

See omnystudio.com/listener for privacy information.

Listen to the latest episode with hosts Rob Black and Chad Burton as they discuss the most pressing topics for retirees. What changes may you need to make to your estate planning to be grandfathered in when laws change? Have we seen the floor for inflation and taxes for the next decade? Press play and listen to Rob and Chad break down the questions you may not even know you have about 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.

See omnystudio.com/listener for privacy information.

Listen to the latest episode of Joining Me Now as Rob and Chad discuss the importance of navigating through retirement with health in mind, financially, and for your mind and body. Next, Rob shines a light on the importance of separating the social climate from your investment strategies and how failing to do so can increase the likelihood of missing out on some of the best opportunities. Get the latest info on all aspects of retirement. 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.

See omnystudio.com/listener for privacy information.

See omnystudio.com/listener for privacy information.

See omnystudio.com/listener for privacy information.

On this episode, Rob and Chad discuss the things to do before you hire a certified financial player. Listen now as this dynamic duo dives into the differences between product-based brokers and Certified Financial Planners, and how the value of a CFP is truly unmatched. If you’ve been wondering when to take action with a CFP, this is one episode you won’t want to miss! 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.

Rob and Chad team up once again to talk about the most pressing financial topics of 2022, including inflation and how it’s affecting retirees. Listen to essential conversations regarding cash flow projection models and how you can structure your tax situation to take advantage of lower taxes once you are forced to draw from your retirement accounts. If you still have questions about retirement, this episode is a great place to start. 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.

See omnystudio.com/listener for privacy information.

See omnystudio.com/listener for privacy information.

Listen to the latest episode of New Focus on Wealth as Certified Financial Planner Chad Burton talks about the topics that are most important to your money matters. In this episode, Chad talks about current market conditions, why we’re nearing peak inflation, interest rates, and planning for healthcare costs in retirement. 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.

See omnystudio.com/listener for privacy information.

See omnystudio.com/listener for privacy information.

See omnystudio.com/listener for privacy information.

Chad Burton hosts today's showSee omnystudio.com/listener for privacy information.

See omnystudio.com/listener for privacy information.

See omnystudio.com/listener for privacy information.

See omnystudio.com/listener for privacy information.

In this Episode of New Focus on Wealth, Chad talks about everything from Crypto to long-term stock investing. Chad goes over how the 70/30 rule has held for decades and how you can leverage current market conditions to rebalance your portfolio. Listen now to hear what Chad has to say on some of the most critical topics to your portfolio. 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.

See omnystudio.com/listener for privacy information.

See omnystudio.com/listener for privacy information.

See omnystudio.com/listener for privacy information.

After a brief look around the market, Chad talks about Asset Allocation and how you can use it to save money on taxes. Next, Chad answers questions from listeners, including one regarding umbrella coverage. Chad notes the rule of thumb is two times your net worth minus your retirement accounts. Chad also notes he’s never seen a client need umbrella coverage during his 29 years in the business. Next, Chad goes over options trading and his opinion on using it to build wealth. Don’t miss this 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.

On this episode of New Focus on Wealth, Chad provides a market update before moving into a question from a listener regarding dependents, taxes, and their Roth IRAs. Chad goes over the proper procedure for using tip money to fund a retirement account. Next, Chad goes over how to get started in investing for free and the importance of getting started early in life. Don’t miss this 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.

On this episode, Chad gives a brief market update before moving on to the fifteen things you should do before hiring a financial advisor. A little behind on your retirement savings? Chad notes how to get back on track. Starting with a simple budget, Chad explains the 15 things you can do to build a foundation of financial awareness before taking steps to find the right advisor for you. Don’t miss this 37-minute episode jam-packed with the steps you can't afford to skip! 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.

On this episode of New Focus On Wealth, Chad goes over the outlook for new retirees during a period of high inflation. Don’t miss this episode as Chad talks about taxes, interest rates, and inflation. Despite recent market performance, Chad expresses optimism with expectations for growth over the next 10 to 20 years, listen now to find out why. 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.