95 episodes
New Focus on Wealth with Chad Burton Chad Burton
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- Business
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4.5 • 57 Ratings
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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.
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Joining Me Now Ep. 29: How New Models Are Changing Retirement Planning
Tune in for the latest from Joining Me Now featuring an extended episode that dives into tax strategies and how to approach a complex retirement plan with your CFP. Hosts Rob Black and Chad Burton talk about the first steps taken with new clients, such as identifying personal expenses, what you’re planning to do for fun, and finding your purpose in retirement. Chad explains how he takes this information to model various retirement scenarios, making it easier than ever to prepare for a successful retirement and provide a New Focus on Wealth. Also, hear about IRA to Roth conversions and handling concentrated stock positions. 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 -
Joining Me Now Ep. 28: Wealth Preservation & The Importance of Fiduciaries
On this episode of Joining Me Now, Rob and Chad talk about taxes, financial planning, wealth preservation, and more. Listen as Rob and Chad discuss the importance of working with a fiduciary and avoiding salesmen that don’t have your best interest in mind. Rob and Chad identify and break down the various steps to planning and executing a successful financial plan for you and your loved ones.
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 -
Joining Me Now Ep. 27: Withdrawal Strategies And Maximizing Your Retirement Fund
The latest episode of joining me now with hosts Rob Black and Chad Burton features a discussion on withdrawal strategies in retirement. Next, Rob and Chad discuss what yesterday’s 60/40 portfolio has evolved to in the modern age of retirement planning. Don’t miss the latest from Rob and Chad. 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 -
Joining Me Now Ep. 26: Insightful Tests For Your Financial Plan
The latest episode of Joining Me Now covers the various tests that can help determine the likelihood of your finances successfully supporting your retirement. Rob and Chad take a question from a listener about inherited IRAs and identifying the best time to take the tax hit. Finally, Rob and Chad discuss why enabling your children with finances can be detrimental for everyone involved. 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 -
Joining Me Now Ep. 25: Why You Should Rely On A Conservative Retirement Plan
This episode of Joining Me Now with Hosts Rob Black & Chad Burton discusses the importance of conservative retirement planning, an analysis of the bond market, and evergreen topics on the wealth management cycle. Catch the latest from this dynamic duo and 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 -
Joining Me Now Ep. 24: Is Now A Good Time To Rebalance Your Portfolio?
Listen to the latest episode of Joining Me Now to hear the latest from Rob and Guest Host Chad Burton as they discuss the housing market, stock market conditions, and the opportunity to rebalance your portfolio. 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
Customer Reviews
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!
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
Terrible
Would never listen again