100 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

    • Investing

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.

    Big money mistakes are amplified when the markets are down, but what you do when the market is up matters too. Is this market priced correctly?

    Big money mistakes are amplified when the markets are down, but what you do when the market is up matters too. Is this market priced correctly?

    Today I discuss both headwinds and tail winds for the stock market this year such as the new trade deal with China and the implementation of the USMCA. Other topics include:
    • 2020 market concerns
    • S&P 500 envy and how balanced portfolios can win over the long run
    • How the Secure Act affects your retirement and estate planning
    • A recent ski/snowboard trip to Japan

    • 39 min
    Retirement planning underwent some major changes recently –are you still on track?

    Retirement planning underwent some major changes recently –are you still on track?

    A new year means new tax numbers. Retirement planning has seen some major changes over the last 3 years, and it’s likely you will need to revise your plan. Do you know if you are truly ready to retire? Today I update the readiness tests. Topics:
    • Linear cash flow model
    • Major market corrections & retesting risk tolerance
    • What accounts to draw from first?
    • Three years worth of safe money
    • Monte Carlo simulation
    • Long term care
    • Practicing retirement

    • 39 min
    Want to be successful in 2020? Stop making these mistakes!

    Want to be successful in 2020? Stop making these mistakes!

    New Year, New You. It’s the promise we’ve all made to try and better ourselves. Today I challenge you to stop making these financial mistakes. Topics:
    • Ignoring risk in your portfolio
    • Sector diversification
    • Falling for the sales pitch
    • Creating retirement income budget
    • Intermittent fasting & bulletproof coffee

    • 39 min
    Looking to straighten out your financial plan this year? This is your 2020 checklist.

    Looking to straighten out your financial plan this year? This is your 2020 checklist.

    The New Year is here and for many of us financial responsibility is this year’s resolution. This podcast is your 2020 checklist for getting your finances in order and your retirement plan on track. Topics include:
    • Prioritizing your planned savings
    • Adjusting your paycheck
    • Health savings accounts
    • Investing in 2020
    • Tax issues you didn’t know about
    • Heart disease and reducing your cortisol levels

    • 40 min
    The SECURE Act takes effect starting 2020 paving way for a better retirement. What changes will make an impact on your plan?

    The SECURE Act takes effect starting 2020 paving way for a better retirement. What changes will make an impact on your plan?

    On December 23rd Trump signed the SECURE Act into law. The passing of this act acknowledges that people are drastically underprepared for retirement and will need to be able to work longer and save more. New RMD rules and losing the stretch IRA are just two new changes coming to your retirement plan. Today I tell you all about the SECURE Act and all the ways it can change your retirement plan.

    • 39 min
    A year ago people were predicting the worst for 2019, only for the markets to end up positive. Don’t react too much too headlines or it can ruin your portfolio.

    A year ago people were predicting the worst for 2019, only for the markets to end up positive. Don’t react too much too headlines or it can ruin your portfolio.

    Last year all the headlines wanted to talk about were 2019 recession, inverted yield curves and negative interest rates –only to end up 28.74%. By the time these topics make the news it’s usually too late. If you’re reacting to news headlines, it’s time to get help with your portfolio. Also:
    • How often is a stock market negative vs. positive?
    • More aggressive investors & the risks
    • Admitted vs. observation
    • Long term care by the numbers
    • Don’t go another year without a financia

    • 40 min

Customer Reviews

Party-trolley.com ,

Quality information for millenials

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

gurdas23 ,

Awesome

Chad really knows what he's doing and gives great solid advice on every podcast. great work.

Barthwindar1267 ,

Business owner

Very insightful show. I have learned so much from listening daily. Keep up the good work!

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