Episodes

This podcast episode focuses on various financial topics, including market updates, investment strategies, and insurance considerations. The host, Chad Burton, discusses the recent market trends, highlighting the performance of different indexes and...

This episode focuses on a variety of financial topics, including current news on consumer prices, market performance, interest rates, and alternative investments. Chad provides insights on the latest data on consumer prices, market trends, and the...

This podcast episode discusses various financial topics, including market numbers, stock and bond market performance, interest rate-sensitive assets, tax considerations, and real estate investment strategies. Chad provides insights on market trends,...

The podcast episode discusses various financial topics, including the current market trends, the impact of interest rates on different sectors, and the challenges faced by the insurance industry. The host, Chad Burton, shares insights on the...

This podcast episode features certified financial planner Chad Burton and Rob Black discussing various financial topics related to retirement planning, tax strategies, and investment decisions. Chad highlighted the importance of careful financial...

In this podcast, Chad and Rob discuss various aspects of personal finance, wealth management, and estate planning. Throughout the episode, Chad and Rob delved into topics such as stress testing financial plans, the importance of estate planning, and...

In this episode, Chad and Rob delve into the complexity of financial planning, covering topics such as insurance, investments, taxes, 401ks, stock options, and more. Chad emphasizes the importance of proactive and ongoing financial planning,...

On this episode, Chad and Rob discuss the recent market downturn and its impact on retirement planning. Chad highlights the importance of saving for retirement, citing statistics on savings across different generations. Chad invites listeners to an...

Chad starts by discussing the upcoming event, "7 Steps for Retirement Readiness," which covers crucial aspects such as taxes, income, long-term care, safe money, investing, life goals, and health and wellness. He emphasizes the importance of this...

In this episode, Chad & Rob provides valuable insights and advice on preparing for retirement. From wealth accumulation to wealth management, Chad covers the essential steps to ensure a secure and fulfilling retirement. Here's a breakdown of what...

The episode kicks off with a market update, discussing the performance of different indexes and highlighting the impact of China's economy on emerging markets. Chad also explores the challenges faced by regional banks and the potential risks...

In this episode of New Focus on Wealth, certified financial planner Chad Burton dives into the important topics of retirement readiness and healthcare costs. Chad starts by discussing the seven steps to retirement readiness, which include...

In this episode, host Chad & Rob discusses the importance of building a retirement portfolio and proper asset allocation. Chad emphasizes the stages of wealth accumulation and management and introduces the seven steps for retirement readiness. He...

The episode kicks off with a discussion on the seven steps to retirement readiness. Chad emphasizes the need for a comprehensive financial plan that goes beyond just having enough savings. He highlights the importance of tax efficiencies, safe money...

The episode starts with a discussion on the potential rate cut by the Fed and its impact on the market. Chad also highlights the importance of diversifying your portfolio, especially if you are overweight in company stock. He shares strategies for...

In this episode of New Focus on Wealth, certified financial planner Chad Burton dives into the important topics of retirement readiness and managing concentrated stock positions. Chad begins by sharing his personal experience attending his father's...

In this episode of New Focus on Wealth, host Chad Burton discusses the current market conditions and the potential impact of interest rate cuts. He explains that there was a rally in both stocks and bonds at the end of 2023, driven by the expectation...

In this episode of New Focus on Wealth, host Chad Burton discusses the themes for 2024 in the stock market and economy. Despite expectations of a recession in 2023, it did not materialize. Looking ahead, the upcoming elections and potential changes in...

In 2023, interest rates underwent significant fluctuations, starting with an inversion where the two-year U.S. Treasury paid more than the 10-year U.S. Treasury. However, as the year progressed, interest rates rallied. By year-end, the 10-year U.S....

In this episode of New Focus on Wealth, certified financial planner Chad Burton provides valuable insights into the current state of the market and offers expert advice on managing your investments. Chad discusses the recent market rally since...

In this episode of "New Focus on Wealth," Certified Financial Planner Chad Burton provides a market update, discussing the performance of various indices and asset classes. He highlights the strong performance of the NASDAQ and S&P 500, as well as...

In this episode of "New Focus on Wealth," certified financial planner Chad Burton provides a comprehensive market update, discussing the recent rally in stocks, the bond market, and the potential impact of the Federal Reserve's interest rate...

In this episode of "New Focus on Wealth," certified financial planner Chad Burton discusses various topics related to retirement planning and financial security. He starts by paying tribute to Charlie Munger, vice chairman of Berkshire Hathaway, who...

In this podcast episode, the host, Chad Burton, discusses various topics related to personal finance, wealth management, and retirement readiness. Here are some key points covered in the episode: The stock market performance in 2023, with the NASDAQ...