99 episodes

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.

New Focus on Wealth with Chad Burton Chad Burton

    • Business
    • 4.4 • 42 Ratings

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.

    Checking In During Earning Season

    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 chad@chadburton.com. 
    Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com

    • 36 min
    What's Better? Real Estate vs. Stock Market

    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 chad@chadburton.com. 
    Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com

    • 36 min
    How Stocks, Bonds, & Real-Estate Match Up

    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 chad@chadburton.com. 
    Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com

    • 36 min
    Should You Forget About The 4% Withdraws Rule

    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 chad@chadburton.com. 
    Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com

    • 37 min
    Preserving Your Retirement Portfolio

    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 chad@chadburton.com. 
    Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com

    • 36 min
    Bond Market Volatility

    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 chad@chadburton.com. 
    Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com

    • 35 min

Customer Reviews

4.4 out of 5
42 Ratings

42 Ratings

Pam Alee ,

Excellent podcasts!

Chad gives excellent real life examples and how to prevent oneself from making common mistakes. All of his topics are relevant to current events.

Pam

Sam Talkington ,

5 Star

I’ve been listening to Chad Burton and Rob Black for almost a decade. From long train rides to school through my professional career Chad always gives the best financial analysis out there. Thank you Chad and Rob!

Party-trolley.com ,

Quality information for millenials

Chad Burton provides quality information and explains complex financial issues. He provides clarity! Worth a listen!

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