Episodes

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...

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...