Episodes
40
Oct. 25, 2023
The Importance Of Seeking Unbiased Advice From A Certified Financial Planner Practitioner
In this episode, Chad & Rob dive into the seven tests for retirement readiness, providing valuable insights and advice to help you make sense of your money matters. With over 28 years of experience in finance and investing, Chad draws from his...
39
Oct. 24, 2023
Different Phases Of Retirement & Financial Considerations That Come With Each Stage
In this episode, Chad & Rob dive into the complex world of retirement income and strategies. From taxes and healthcare costs to investment withdrawal and Social Security, Chad breaks down the different phases of retirement and the financial...
Oct. 23, 2023
Prioritize Health In Retirement To Ensure A Fulfilling & Enjoyable Experience
New Focus on Wealth with Chad Burton, CFP®
Oct. 10, 2023
Gifting To Family & Charity For Year-end Tax Planning
New Focus on Wealth with Chad Burton, CFP®
Oct. 3, 2023
Insights Into The World of Bonds & Their Implications for Investors
New Focus on Wealth with Chad Burton, CFP®
Sept. 28, 2023
Proactive Planning & Professional Guidance To Determine The Best Route For Long-Term Care
New Focus on Wealth with Chad Burton, CFP®
Sept. 14, 2023
The Resilient Economy Despite Inverted Yield Curves And Higher Interest Rates
New Focus on Wealth with Chad Burton, CFP®
Sept. 6, 2023
The Importance of Having a Will, Trust, Power of Attorney & Healthcare Directive
New Focus on Wealth with Chad Burton, CFP®
Aug. 28, 2023
Achieving a Successful Retirement: Financial Clarity and Fulfillment
New Focus on Wealth with Chad Burton, CFP®
Aug. 21, 2023
Current Earnings Season & Performance Of The S&P 500 & Nasdaq
New Focus on Wealth with Chad Burton, CFP®
Aug. 17, 2023
Avoid Retirement Mistakes: The Seven Retirement Readiness Tests
New Focus on Wealth with Chad Burton, CFP®
Aug. 14, 2023
Seven Tests of Retirement Readiness: A Comprehensive Guide to Financial Preparedness
New Focus on Wealth with Chad Burton, CFP®
Aug. 3, 2023
The Recent Downgrade of the US Government's Credit Rating by Fitch
New Focus on Wealth with Chad Burton, CFP®
July 28, 2023
A Week of Surprising Headlines & Earnings Reports
New Focus on Wealth with Chad Burton, CFP®
July 21, 2023
Current State of the Housing Market & The Impact of Low Mortgage Rates
New Focus on Wealth with Chad Burton, CFP®
July 13, 2023
Inflation & Its Potential Impact on the Federal Reserve's Actions
New Focus on Wealth with Chad Burton, CFP®
June 30, 2023
2023 Mid-Year Reflection: Tech Stocks and Investment Opportunities
New Focus on Wealth with Chad Burton, CFP®
June 26, 2023
Value vs Growth Investing & Everything You Need To Know About 401K Rollovers
New Focus on Wealth with Chad Burton, CFP®
June 9, 2023
Utilizing HSAs and Altering Tax Strategies for Retirees
New Focus on Wealth with Chad Burton, CFP®
May 30, 2023
Joining Me Now Ep. 29: How New Models Are Changing Retirement Planning
New Focus on Wealth with Chad Burton, CFP®
May 24, 2023
Joining Me Now Ep. 28: Wealth Preservation & The Importance of Fiduciaries
New Focus on Wealth with Chad Burton, CFP®