96 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 • 55 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.

    It’s Time For A Fresh Look At Your Portfolio

    It’s Time For A Fresh Look At Your Portfolio

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

    • 33 min
    Joining Me Now Ep. 15: Have We Seen The Floor For Taxes And Inflation For Decades To Come?

    Joining Me Now Ep. 15: Have We Seen The Floor For Taxes And Inflation For Decades To Come?

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

    • 35 min
    Joining Me Now Ep. 14: How Social Climates Can Negatively Affect Your Investment Strategy

    Joining Me Now Ep. 14: How Social Climates Can Negatively Affect Your Investment Strategy

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

    • 36 min
    Joining Me Now Ep. 13: When Do You Need A CFP?

    Joining Me Now Ep. 13: When Do You Need A CFP?

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

    • 34 min
    Joining Me Now Ep. 12: Why Is Retirement So Expensive?

    Joining Me Now Ep. 12: Why Is Retirement So Expensive?

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

    • 34 min
    How Close Are We To Peak Inflation?

    How Close Are We To Peak Inflation?

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

    • 37 min

Customer Reviews

4.4 out of 5
55 Ratings

55 Ratings

KathMPateson ,

Straight forward, proven advise for those just getting started to long time investors.

I have listened to Chad Burton’s podcasts for over a year. Chad has the unique ability to reach beginners as well a veteran investors. Chad’s 28 years experience and natural financial IQ is demonstrated by his keen ability to synthesize the multitude of variables in today’s economic environment. Chad’s practical advise is understandable to even the newest of listeners. Chad is a Fee Only CFP so the bottom line is when your investments do well, then Chad does well, as simple as that. Chad is part of EP Wealth where one flat fee provides a value added mix of investment planning, in house tax planning, tax return preparation and estate planning. Brilliant!

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

@natepiff ,

Terrible

Would never listen again

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