98 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 • 62 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.

    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 guidance on asset allocation for retirement planning. He addresses listener questions about safe money strategies, asset diversification, and the impact of interest rates and inflation on investment decisions. Overall, the episode emphasizes the significance of proactive financial planning, including managing dividends, asset allocation, and retirement income strategies to achieve long-term financial goals.
    Timestamps:
    [00:02:02] International Markets Outperforming Russell 2000.
    [00:07:05] Tax planning strategies.
    [00:09:22] T-bills and Treasury Investments.
    [00:12:27] Reinvesting dividends in stocks.
    [00:18:32] Importance of dividend reinvesting
    [00:21:05] The power of dividend reinvestment.
    [00:27:06] Dividend tap in retirement.
    [00:30:24] Planning Retirement Finances.
    [00:32:10] Balancing safety and growth.
    [00:35:24] Retirement planning strategies.
    [00:38:15] Maximizing retirement planning options.
    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

    • 39 min
    Trump Conviction, Market Update, Direct Indexing & 1031 Exchanges

    Trump Conviction, Market Update, Direct Indexing & 1031 Exchanges

    This episode covers a wide range of financial topics. Chad discusses the Trump convictions, bias in news reporting, the market reactions to current events, the impact of the Trump tax cuts, and the performance of various sectors and indices in the market. He delves into the concept of direct indexing for larger portfolios, the importance of protecting against title fraud in real estate, and the benefits of considering a 1031 exchange for property owners. Chad also touches on the issue of identity theft and the importance of monitoring credit reports. Overall, the episode provides valuable insights into financial planning, investment strategies, and risk management for listeners.
    Timestamps:
    [00:01:14] News Bias and Trump Conviction.
    [00:05:32] Fiscal responsibility in government spending.
    [00:10:44] Sector returns for the year.
    [00:12:32] Interest rates and inflation trends.
    [00:17:02] Alternative Investments.
    [00:20:35] Rise of Private Credit Market.
    [00:23:49] Direct Indexing.
    [00:27:10] Importance of dividend reinvestment.
    [00:32:19] Title or deed fraud.
    [00:34:40] Property Title Protection
    [00:37:54] Identity theft protection options.
    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

    • 40 min
    Understanding Asset Allocation

    Understanding Asset Allocation

    The podcast episode focuses on various financial topics such as market updates, asset allocation, bond funds, and tax planning in retirement. The host, Chad Burton, discusses the importance of proper asset allocation, the differences between money market funds and bond funds, and strategies for tax withholding and payments in retirement. He emphasizes the need for a comprehensive financial plan that includes investments, taxes, insurance, retirement planning, and estate planning. The episode provides insights into managing finances effectively and making informed decisions to optimize financial outcomes.
    Timestamps:
    [00:01:36] NVIDIA's impressive stock performance.
    [00:06:36] Small cap stocks and interest rates.
    [00:09:41] High expectations in the market.
    [00:14:20] Value vs. growth investing.
    [00:16:39] Retirement portfolio volatility and strategy.
    [00:19:52] Why own bonds or bond funds?
    [00:23:29] Bond funds.
    [00:27:21] Bond market insights.
    [00:30:09] Bonds and tax strategies.
    [00:34:24] Timing tax payments for advantage.
    [00:37:33] Financial planning strategies.
    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

    • 38 min
    Leveraging AI in Financial Planning & Investing

    Leveraging AI in Financial Planning & Investing

    On this episode of New Focus on Wealth, host Chad Burton, a certified financial planner, discusses market and earnings updates for the first quarter of 2024. He shares insights from FactSet's Earnings Insight report, noting that 92% of S&P 500 companies reported results, with 78% showing positive earnings per share surprise and 59% positive revenue surprise. The blended year-over-year earnings growth for the S&P 500 is 5.4%. For more personal finance tips and resources, visit chadburton.com.
    Timestamps:
    [00:01:23] Earnings growth and valuations in 2024.
    [00:06:09] Sneaker return for the year.
    [00:09:13] Artificial intelligence and tech revolution.
    [00:14:18] AI in Energy Sector.
    [00:16:20] AI in financial planning.
    [00:21:19] Pfizer spinoffs and mergers.
    [00:25:34] Reinvesting dividends for wealth building.
    [00:28:48] Planning Retirement Cash Flow.
    [00:33:44] Building a laddered bond portfolio.
    [00:36:39] Building a bond ladder.
    [00:37:53] Building a diverse bond ladder.
    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

    • 38 min
    Demystifying Social Security & Investment Strategies

    Demystifying Social Security & Investment Strategies

    This episode features Chad Burton discussing various financial topics such as the stock market, retirement planning, Social Security, real estate, and estate planning. Chad provides insights on the current state of the market, the challenges facing Social Security, the importance of tax-efficient investing, and the strategies for wealth preservation and retirement planning. He emphasizes the need for proper financial education, especially for younger individuals, and highlights the significance of estate planning to ensure the responsible management of inherited assets. The episode also promotes an upcoming event focused on wealth preservation and retirement planning, where attendees can gain valuable insights and advice from Chad Burton.
    Timestamps:
    [00:02:39] Social Security Trust Fund
    [00:05:00] Employer-funded child benefits.
    [00:09:00] Endless travel pass for $2,500.
    [00:12:54] Non-traded REITs and their risks.
    [00:17:00] ALICE financial struggles.
    [00:19:33] Financial literacy in education.
    [00:22:43] Property tax advantages in retirement.
    [00:27:54] Renting vs. Buying Homes.
    [00:31:14] Haunting children with estate planning.
    [00:34:42] Teaching financial responsibility to heirs.
    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
    The Current Economic Landscape, Market Trends, Interest Rates, & Inflation

    The Current Economic Landscape, Market Trends, Interest Rates, & Inflation

    The podcast episode features Chad & Rob discussing various financial topics related to wealth management, retirement planning, and estate protection. Throughout the episode, Chad covers a range of subjects, including the current economic landscape, market trends, interest rates, and inflation. He emphasizes the importance of tax planning, insurance reviews, and estate planning in the context of financial management. Chad also delves into the significance of alternative investments, such as private equity, private lending, and private real estate, for portfolio diversification and wealth preservation. The episode provides insights into the role of a wealth manager versus an investment advisor, highlighting the comprehensive approach of a certified financial planner in addressing various financial aspects beyond just managing investment portfolios.
    Furthermore, the episode touches on the basics of estate planning, including considerations for individuals with children and the need for life insurance coverage. Chad discusses the transition from basic estate planning to advanced estate planning, focusing on the complexities of leaving substantial assets to heirs and the importance of financial education for beneficiaries. Advanced estate planning involves strategies to protect and distribute wealth effectively, considering factors like inheritance taxes, asset protection, and the long-term financial well-being of future generations. The episode underscores the value of seeking professional guidance from a certified financial planner to navigate the intricacies of estate planning and ensure a comprehensive approach to managing one's financial legacy.
    Timestamps:
    [00:01:23] Inflation and the economy update.
    [00:06:35] Portfolio transition for dividend focus.
    [00:09:37] Alternative Investments for Retirement.
    [00:12:15] Direct lending and private equity.
    [00:14:32] Retirement portfolio diversification strategies.
    [00:19:08] Social movement in stock market.
    [00:22:21] Real estate investment analysis.
    [00:27:20] Wealth management and real estate.
    [00:30:37] Jobless claims and consumer trends.
    [00:34:45] The Bored Ape Yacht Club
    [00:37:04] Estate planning and dog liability.
    [00:39:52] Importance of reviewing insurance.
    [00:44:56] Advanced estate planning
    [00:47:02] Leaving money to family.
    [00:49:56] Keeping assets separate for love.
    [00:53:14] Trusts explained clearly.
    [00:57:54] Charitable remainder unit trust.
    [00:59:49] Wealth management and relationships.
    [01:05:06] Real estate investment strategies.
    [01:07:28] 1031 exchange for real estate.
    [01:11:01] Interest Rate Environment
    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

    • 1 hr 11 min

Customer Reviews

4.4 out of 5
62 Ratings

62 Ratings

Zelda/Star Wars fan ,

Smart information

Chad has a lot of knowledge he passed on to the listener!

PATERSONKMP ,

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

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