241 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 New Focus on Wealth

    • Business

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.

    Concentration in the S&P 500

    Concentration in the S&P 500

    This episode focuses on various financial topics, including portfolio allocation, tax strategies, and real estate investments. Chad Burton, a certified financial planner, discusses the concentration of the S&P 500, the importance of...

    • 39 min
    Build A Tax-conscious Retirement Portfolio

    Build A Tax-conscious Retirement Portfolio

    Chad & Rob discuss strategies for building a tax-conscious retirement portfolio. Chad emphasizes the importance of tax-efficient investing and retirement planning, especially as individuals transition from wealth accumulation to wealth management....

    • 35 min
    Should You Give Your Money To Younger Generations While Alive?

    Should You Give Your Money To Younger Generations While Alive?

    On this episode of New Focus on Wealth, host Chad Burton, a certified financial planner, delves into important money matters and financial advice. He discusses whether it's wise to give money to younger generations while still alive, particularly for...

    • 38 min
    Real Estate Investment Strategies

    Real Estate Investment Strategies

    On this episode of New Focus on Wealth, Certified Financial Planner Chad Burton discusses the topic of real estate and 1031 exchanges. He explains how a 1031 exchange allows individuals to sell a property used in trade or business, such as rental or...

    • 34 min
    Having Safe Money In Your Investment Portfolio

    Having Safe Money In Your Investment Portfolio

    This episode of New Focus on Wealth with Chad Burton addresses the importance of having safe money in your investment portfolio, especially as you approach retirement. Chad discusses the significance of having two to three years of safe money to avoid...

    • 36 min
    The Importance of Reinvesting Dividends & Balancing Safety & Growth in Retirement Planning

    The Importance of Reinvesting Dividends & Balancing Safety & Growth in Retirement Planning

    This episode focuses on financial planning strategies, particularly in relation to investing, dividends, and retirement planning. Chad discusses the importance of reinvesting dividends to build wealth, provides insights on market updates, and offers...

    • 39 min

Top Podcasts In Business

People Magic: How to Build a $1M Community
Mighty Networks & Pod People
REAL AF with Andy Frisella
Andy Frisella #100to0
Money Rehab with Nicole Lapin
Money News Network
Habits and Hustle
Jen Cohen and Habit Nest
The Diary Of A CEO with Steven Bartlett
DOAC
Young and Profiting with Hala Taha
Hala Taha | YAP Media Network

You Might Also Like

New Focus on Wealth with Chad Burton
Chad Burton
Rob Black Show
Rob Black
Allworth Financial‘s Money Matters
Allworth Financial
InvestTalk
Hosts Justin Klein & Luke Guerrero | Wealth Managers and Investment Advisors
Your Money, Your Wealth
Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors
Retirement Starts Today
Benjamin Brandt CFP®, RICP®