New Focus on Wealth with Chad Burton

Certified Financial Planner, Chad Burton discusses important financial planning and wealth management issues. If you want to learn how to plan for retirement and do a better job managing your investment portfolio... this is the show for you.

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Episodes

Parents Are Sacrificing Their Personal Finances To Support Their Adult Children

The latest episode of New Focus On Wealth with Certified Financial Planner Chad Burton features a discussion on IRAs, managing the balance between supporting your children and prioritizing your retirement. Chad notes that 70% of parents with kids over the age of 18 have sacrificed their personal finances to help their kids. Don't miss the latest from Chad as he dives into these topics and more! Email your money question to chad@chadburton.com . Call 1-888-762-2423 for Wealth Management and Finan...

Apr 14, 2023•38 min

Is It Always Better To Take Social Security In Your 70s? You Might Be Surprised!

Catch the latest from Certified Financial Planner Chad Burton as he addresses a question from a listener about whether or not it’s always better to wait until your 70s to take social security. Next, Chad compares stock market returns to real estate investments before diving into various ways you can take advantage of current tax laws with your real estate portfolio. Listen now! Email your money question to chad@chadburton.com . Call 1-888-762-2423 for Wealth Management and Financial Planning ser...

Apr 07, 2023•38 min

Avoiding Identity Theft and Protecting Your Assets

Listen to the latest from Certified Financial Planner Chad Burton as he provides his regular market updates before discussing all things involved in the world of wealth building and financial planning. On this episode, Chad answers questions from listeners on identity theft and retirement accounts, specifically describing how people who make too much money to fund a Roth can fund a Roth. Chad also revisits last episode’s discussion on FDIC Insurance. Listen now. Email your money question to chad...

Mar 24, 2023•38 min

Understanding FDIC, Life, And Long Term Care Insurance

The latest episode of New Focus On Wealth addresses misconceptions about FDIC Insurance after the collapse of Silicon Valley Bank. Next, Chad discusses the common misunderstanding about Life Insurance as an investment, noting how exposure to stocks in these accounts prevents you from being able to take advantage of dividends. Finally, Chad talks about long-term care insurance and how to weigh the pros and cons of keeping or losing your insurance in the case of increased rates. Don’t miss the lat...

Mar 16, 2023•39 min

Approaching Inverted Yield Curves

This episode of New Focus On Wealth discusses bonds and the variables to consider with an inverted yield curve. Though short-term bonds currently yield a higher return, are they truly the best option? Get Chad’s latest market update on topics like safe money in retirement, tax planning, inflation, and much more. Listen now! Email your money question to chad@chadburton.com . Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com...

Mar 13, 2023•38 min

Knowing When You’re Ready To Retire

Chad addresses one of the most important questions that we will face in our lives, “how do you know when you’re ready to retire?” Listen as this episode breaks down the various expenses to consider such as taxes, entertainment, and healthcare in the later stages of life. Listen now and familiarize yourself with the tests you can use to determine your readiness for a happy and successful retirement with Certified Financial Planner Chad Burton. Email your money question to chad@chadburton.com . Ca...

Mar 03, 2023•57 min

Joining Me Now Ep. 23: Why You Should Have 3 Years of Portfolio Draws Available in Cash for Retirement

Hear the latest from Rob and Chad’s ongoing discussion on all things retirement planning and wealth building. In this episode, Chad breaks down his belief in the importance of having 3 years of portfolio draws in cash readily available. Next, Rob seeks insight from Chad on sequence of returns during retirement. Listen now! Email your money question to chad@chadburton.com . Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com...

Feb 14, 2023•36 min

Joining Me Now Ep. 22: What Rate of Return Should You Expect For Retirement?

Rob and Chad discuss rates of return and how long term investing can provide steady results, even when entering the market at less than ideal times. Check out the latest episode of Joining Me Now! Email your money question to chad@chadburton.com . Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com

Feb 09, 2023•36 min

Joining Me Now Ep. 21: What A Balanced Portfolio Means Today

Listen to the latest episode of Joining Me Now as Rob and Chad dive into the hot topics in the world of retirement planning. This episode features a discussion on safe money and balanced portfolios with Chad explaining how the meaning of a “balanced portfolio” has completely changed over the years to reflect the status of interest rates. Listen now! Email your money question to chad@chadburton.com . Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton...

Feb 01, 2023•36 min

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