97 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 • 54 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.

    Taking Advantage of Buying Opportunities

    Taking Advantage of Buying Opportunities

    On this episode of New Focus On Wealth, Chad talks about why this has been one of the worst times for balanced portfolios in years, reiterating the importance of a detailed retirement plan with 3 years of portfolio draws readily available in cash.
    Next, Chad talks about interest rates and the likelihood of a soft landing for the US economy. 
    Listen now as Chad talks about the opportunity that rough waters present and how you can take advantage of it!
    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

    • 35 min
    Identifying Opportunities In The Midst Of A Pullback

    Identifying Opportunities In The Midst Of A Pullback

    Listen to the latest episode of New Focus On Wealth with host Chad Burton as he explains why this has been one of the toughest years for balanced portfolios since 2008.
    Do the recent market pullbacks present a desirable buying opportunity or should you be cautious as the trend continues downward?
    Chad sees opportunity as we approach what he believes to be close to peak inflation rates and pullbacks that may be harsher than they should be. 
    Listen now to learn how to take advantage.
    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
    What Do You Do If You Expect A Recession?

    What Do You Do If You Expect A Recession?

    On this episode of New Focus On Wealth, Chad talks about the bond market and whether or not you can refer to it as a hint of an incoming recession. 
    Next, Chad talks about what you can do if you expect a pending recession. Listen now, you won’t want to miss this episode.
    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
    Joining Me Now Ep. 11: Should You Pay Off Your Mortgage Early?

    Joining Me Now Ep. 11: Should You Pay Off Your Mortgage Early?

    Join Rob and Chad for the latest episode of Joining Me Now as they discuss the age-old question of whether or not you should pay off your mortgage early.
    Rob and Chad discuss the various scenarios in which you should and shouldn’t pay off your mortgage early, noting the list of factors like taxes and interest rates that come into play. 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

    • 35 min
    Joining Me Now Ep. 10: Revelations From The Latest Round Of Taxes

    Joining Me Now Ep. 10: Revelations From The Latest Round Of Taxes

    On this episode of Joining Me Now, Rob and Chad discuss their encounters that made for an interesting tax season.
    Next, your favorite co-hosts talk about the biggest fears among current retirees, noting that the war in Ukraine and inflation are among the most common answers.
    Listen now as Rob and Chad discuss retirement and how to plan for it, plus what Chad has seen over the course of his career that has changed what he plans to do before and during retirement.
    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
    What We’ve Learned From The Latest Tax Season

    What We’ve Learned From The Latest Tax Season

    On this episode of New Focus on Wealth, Chad opens with a discussion about what he noticed during this round of tax returns, noting that capital gain distributions were the highest he’s seen since he started doing radio in 1999.
    Next, Chad breaks down the tax surprises some people may have noticed after investing in mutual funds. 
    Listen now as Chad talks taxes, retirement, and gifting in his return from radio silence during peak tax season.
    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

Customer Reviews

4.4 out of 5
54 Ratings

54 Ratings

KathMPateson ,

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

@natepiff ,

Terrible

Would never listen again

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