New Focus on Wealth with Chad Burton

Chad Burton
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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.

  1. 1D AGO

    Certified Financial Planner Chad Burton On Preparing For Retirement

    EP Wealth Advisor CFP Chad Burton on great ways to prepare for retirement, plus information on the next seminar with EP Wealth Advisors Chad and Ryan Ignacio at the Palo Alto Elks Lodge January 15th at 6:30pm covering important tax strategies and more.

    41 min

  2. 2D AGO

    Certified Financial Planner Chad Burton Discusses 2026

    Chad talks about the markets on Tuesday 1/5/26 and what we may see the rest of the year, plus more on the next seminar with EP Wealth Advisors Chad and Ryan Ignacio at the Palo Alto Elks Lodge January 15th at 6:30pm covering important tax strategies and more

    41 min

  3. 10/10/2025

    Certified Financial Planner Chad Burton Discusses Friday Stock Tumble

    New Focus on Wealth with Chad Burton

    38 min

  4. 10/09/2025

    Certified Financial Planner Chad Burton Discusses Markets With Rob Black

    New Focus on Wealth with Chad Burton

    41 min

  5. 10/07/2025

    Certified Financial Planner Chad Burton Talks With Rob Black On Retirement

    New Focus on Wealth with Chad Burton

    39 min

  6. 10/03/2025

    Certified Financial Planner Chad Burton Discusses Your Retirement

    Rob Black looks at late Friday headlines and looking back at the week, EP Wealth's advisor Chad Burton discusses building your wealth, More on the Thursday October 16th Retirement & Wealth Strategies for Your Future seminar at the Palo Alto Elks Lodge where you can meet EP Wealth Advisors CFP Chad Burton and CFP CFA Ryan Ignacio

    39 min

  7. 01/30/2025

    Maximizing Real Estate Wealth & Retirement Planning: Strategies for High-Net-Worth Investors

    This episode recaps Chad Burton daily guest spots with Rob Black for the week of July 24th.  Sign up for the live retirement event on 2/1 in Palo Alto at www.ChadBurton.com. Chad tackles real-world scenario where a high-net-worth investor owns several million in rental properties but has limited liquidity in traditional accounts. With inflation outpacing rental growth, what's the smartest way to unlock equity? Chad explores loan strategies, strategic property sales, 1031 exchanges, Delaware Statutory Trusts (DSTs), and 721 exchanges to optimize wealth while minimizing tax burdens. But that's just the beginning—this episode also dives into critical financial planning questions: Do I have enough? Where will each dollar come from? How do I navigate tough markets? Chad also breaks down the 7 essential steps to building a tax-efficient portfolio, including cash flow modeling, risk tolerance, tax-efficient withdrawal strategies, and Monte Carlo simulations for order of returns risk. Plus, he examines whether the primary issue is Roth conversions or single stock risk with capital gains and how to structure a portfolio for lower turnover and optimized tax efficiency. If you're serious about long-term financial security, estate planning, and maximizing your investment potential, this episode is packed with expert insights you won't want to miss!

    1h 17m

  8. 01/23/2025

    Chad joins Rob Black to discuss new 401(k) contribution limits and other retirement topics.

    Chad joins Rob Black to dive into the latest updates on 401(k) contribution limits for 2025, including new IRS catch-up provisions for older workers, mega Roth strategies, and backdoor Roth IRAs. Explore retirement planning essentials like Morningstar's revised 3.7% withdrawal rate, strategies for optimizing Social Security timing, and the pros and cons of bond ladders versus ETFs. Chad also discusses common retirement mistakes—from underestimating inflation to overlooking health priorities—and offers actionable insights for a secure and fulfilling retirement.

    37 min
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4.3
out of 5
69 Ratings

About

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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