Episodes

In this episode, Rob Black and certified financial planner Chad Burton discuss various aspects of personal finance, particularly focusing on retirement planning and the current economic climate. They highlight an upcoming event on income and...

In this episode, Chad & Rob discuss essential topics related to retirement planning and wealth management. They emphasize the importance of preparing for retirement well in advance, ideally starting serious planning around age 55, and highlight...

In this episode, Chad and Rob discuss the current economic landscape, focusing on inflation, taxes, and retirement planning. They analyze the recent inflation report and its implications for families and retirees, emphasizing the rising costs of...

This episode covers various financial topics related to personal finance, wealth management, and investment strategies. Chad discusses the importance of planning for retirement, including strategies for turning retirement savings into a reliable...

This episode focuses on various financial topics discussed by certified financial planner Chad Burton. He covers updates on the stock market, including the performance of different indexes and the potential impact of NVIDIA's earnings report....

This episode focuses on various financial topics, including market updates, identity theft protection, and planning for long-term care costs. Certified financial planner, Chad Burton, discusses the current market trends, such as the performance of...

This episode focuses on various financial topics discussed by Certified Financial Planner, Chad Burton. He provides a market update, discussing the performance of different indices and the impact of interest rates on investments. Chad also delves into...

This episode focuses on the recent market volatility, the importance of asset allocation, and the impact of recent economic events on investments. Chad also delves into the intricacies of rental properties, insurance coverage, and the use of target...

This episode discusses various financial topics, including market updates, strategies for selling covered calls to create income on large stock positions, estate planning considerations, capital gains tax implications, and the flexibility of 529 plans...

In this episode, Chad & Rob discuss the sudden shift on Wall Street towards rewarding small cap companies, particularly the Russell 2000 which is up 11.7% year to date. Patrick O'Hare from briefing.com explores the unprecedented move and its...

In this episode, Chad & Rob discuss various topics related to personal finance, wealth management, and tax-conscious retirement portfolios. Chad and the host talk about the recent national anthem controversy at the All-Star Game, the current state...

This episode features a discussion between Rob Black and certified financial planner Chad Burton on the topic of building a tax-conscious retirement portfolio. They delve into the importance of strategically managing investments to minimize taxes in...

This episode focuses on various financial topics, including portfolio allocation, tax strategies, and real estate investments. Chad Burton, a certified financial planner, discusses the concentration of the S&P 500, the importance of...

Chad & Rob discuss strategies for building a tax-conscious retirement portfolio. Chad emphasizes the importance of tax-efficient investing and retirement planning, especially as individuals transition from wealth accumulation to wealth management....

On this episode of New Focus on Wealth, host Chad Burton, a certified financial planner, delves into important money matters and financial advice. He discusses whether it's wise to give money to younger generations while still alive, particularly for...

On this episode of New Focus on Wealth, Certified Financial Planner Chad Burton discusses the topic of real estate and 1031 exchanges. He explains how a 1031 exchange allows individuals to sell a property used in trade or business, such as rental or...

This episode of New Focus on Wealth with Chad Burton addresses the importance of having safe money in your investment portfolio, especially as you approach retirement. Chad discusses the significance of having two to three years of safe money to avoid...

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...

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...

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...

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...

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...

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...

This podcast episode focuses on various financial topics, health tips, and investment strategies discussed by certified financial planner Chad Burton. In the episode, Chad provides insights on the current market trends, including the impact of tech...