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
    • 4.4 • 36 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.

    Should You Draw From Your Retirement Account Early To Pay Off Your Mortgage?

    Should You Draw From Your Retirement Account Early To Pay Off Your Mortgage?

    On this episode of New Focus on Wealth, Chad addresses a retirement question from a listener in the North East. Should you take your pension early to pay off your house? Listen now to learn what Chad thinks about drawing from retirement accounts to pay off mortgages.
    Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT)
    Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com
     

    • 36 min
    15 Things To Do Before Hiring An Advisor

    15 Things To Do Before Hiring An Advisor

    On the latest episode of New Focus on Wealth, Chad briefly discusses retirement accounts before moving on to 15 things you should do before hiring a financial advisor. If you’re shopping advisors, make sure you give this episode a listen before making another move!
    Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT)
    Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com

    • 36 min
    Why It’s Best for Some to Wait Until March to File Their Taxes

    Why It’s Best for Some to Wait Until March to File Their Taxes

    On this episode of New Focus on Wealth, Chad begins with a look at taxes and talks about when to file them, noting that corrections on forms will often continue through late February. Chad then moves on to discuss retirement and the advantages of different retirement accounts. To learn more about healthy financial habits, listen now!
    Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT)
    Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com

    • 37 min
    New Year, New Growth, New Retirement Planning.

    New Year, New Growth, New Retirement Planning.

    On this episode of New Focus on Wealth, Chad discusses interest rates, refinancing, and the expected growth of the economy in 2021. Before moving on to retirement outlooks, Chad notes that 63% of companies in the S&P 500 have dividend yields that would provide a higher return than if you were to take the same money and invest it in a 10 year treasury. Listen to episode 1185 to learn more about important retirement information, economic outlooks, and more.
    Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT)
    Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com

    • 37 min
    Where Were You During The Reddit GameStop Push?

    Where Were You During The Reddit GameStop Push?

    On this episode of New Focus On Wealth, Chad gives his two cents on the GameStop Frenzy and breaks down where it originated. Next, Chad breaks down the risks of shorting a stock and how hedge funds will adjust moving forward. Listen now for more!
    Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT)
    Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com
     

    • 36 min
    A Look At Social Security & Taxation

    A Look At Social Security & Taxation

    On this episode of New Focus On Wealth, Chad starts off with a look at social security. Chad notes that there will eventually be more money being taken from social security than there is funding it. By law, this means that benefits must be cut. Currently, up to 85% of your social security is taxable. That number could increase over time. Listen now to learn more!
    Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT)
    Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com

    • 36 min

Customer Reviews

4.4 out of 5
36 Ratings

36 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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