New Focus on Wealth with Chad Burton
378 episodes - English - Latest episode: 17 days ago - ★★★★ - 60 ratingsCertified 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.
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Episodes
Balancing Wealth & Health: Financial Planning & Wellness Tips
April 11, 2024 17:35 - 38 minutes - 35.9 MBThis 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 potential impact on interest rates. Additionally, he discusses the importance of diversification in investment portfolios, the performance of different asset classes, and strategies for managing wealth effectively. In the latter part of the episo...
Smart Tax Moves: 1031 Exchanges, DSTs & Charitable Remainder Trusts
April 04, 2024 14:53 - 38 minutes - 36.2 MBThis 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 impact of interest rate changes on investments, the importance of tax planning, and options for optimizing real estate investments, such as 1031 exchanges and charitable remainder trusts. The episode also delves into the concept of rebalancin...
Managing Insurance Costs & Exploring the World of Timeshares
March 21, 2024 20:58 - 38 minutes - 35.8 MBThe 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 performance of different investment options like stocks, bonds, and real estate investment trusts. He also delved into the complexities of helping children buy homes and the pitfalls of owning a timeshare. The episode provides valuable information on sel...
Retirement Planning, Tax Strategies & The New Law Regarding 529 Plans
March 18, 2024 17:17 - 35 minutes - 32.8 MBThis 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 planning, especially for those looking to retire early or maintain their lifestyle in retirement. He discussed income gaps, working after retirement, tax season issues, and the impact of recent laws on financial planning, such as the Secure 2.0 Act ...
Stress Testing Your Financial Plan
March 08, 2024 22:05 - 36 minutes - 33.3 MBIn 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 the evolution of wealth management strategies over time. They also touched on the significance of having a solid financial plan in place to navigate market volatility and potential risks, emphasizing the need for proper asset allocation and risk...
Financial Planning Is A Dynamic Process
March 01, 2024 18:55 - 36 minutes - 33.1 MBIn 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, highlighting how life changes at different stages require continuous adjustments to financial strategies. The discussion underscores that financial planning is a dynamic process, not a one-time event, with factors like market trends impacting retirement...
Recent Market Fluctuations & Savings Trends Across Different Generations
February 15, 2024 22:07 - 37 minutes - 34.1 MBOn 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 upcoming event focused on retirement readiness and financial planning strategies. Tune in to gain insights on managing your finances for a stress-free retirement. Timestamps: [00:03:51] Portfolio construction is key. [00:04:59] Tax efficien...
Retirement Readiness, Active Vs Passive Investing & Sequence Of Returns Risk
February 15, 2024 18:10 - 37 minutes - 34.4 MBChad 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 event in light of the challenges faced by investors in the current economic climate. Moving on, Chad delves into the world of investing, specifically focusing on the S&P 500, NASDAQ, and popular tech funds like XLK. He highlights the concentration...
Ensure A Secure & Fulfilling Retirement
February 09, 2024 16:36 - 37 minutes - 34.4 MBIn 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 was discussed in this episode: Retirement Phases: Chad explains the two main phases of retirement - wealth accumulation (age 20-60) and wealth management (age 60-100). He emphasizes the importance of planning for each phase and adapting to chang...
Retirement Planning, Market Updates & Financial Tips
February 08, 2024 18:59 - 39 minutes - 36.4 MBThe 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 associated with commercial loans and real estate investments. Moving on to retirement planning, Chad emphasizes the importance of knowing your expenses and understanding how they may change throughout different stages of retirement. He provides valuabl...
Retirement Readiness & Healthcare Costs
February 06, 2024 15:42 - 37 minutes - 34.7 MBIn 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 assessing your financial situation, determining your asset allocation, and creating a withdrawal strategy. He emphasizes the importance of having enough safe money to cover expenses and the need for a proper tax plan to minimize taxes in retirement. The...
Building A Retirement Portfolio & Proper Asset Allocation
February 05, 2024 17:05 - 34 minutes - 31.9 MBIn 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 also announces an upcoming event in Menlo Park, California, where attendees with $500,000 or more in stock market assets can learn about various financial topics. Tune in to gain valuable insights on retirement planning and investment strategies. ...
Retirement, Cognitive Health & The Gut-Brain Connection
February 02, 2024 13:19 - 33 minutes - 30.8 MBThe 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 allocation, and planning for long-term care costs. Listeners are encouraged to attend an upcoming event hosted by Chad, where he will delve deeper into these topics. Chad also delves into the concept of linear cash flow and its significance in ...
Diversifying Company Stock, Strategies For 401k Rollovers & Impact Of Diet And Lifestyle On Inflammation
February 01, 2024 15:09 - 39 minutes - 37.3 MBThe 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 reducing exposure to single company stock and maximizing tax benefits, including the net unrealized appreciation (NUA) tax strategy. Chad emphasizes the significance of understanding tax brackets and deductions in retirement planning. He explains...
Risks Associated With Concentrated Stock Positions & Importance Of Diversification
January 29, 2024 18:32 - 35 minutes - 33.4 MBIn 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 retirement party and reflecting on the concept of retirement. He then introduces the upcoming event, "Seven Steps for Retirement Readiness," hosted by EP Wealth Advisors, where he will be discussing crucial aspects of retirement planning such as...
The Recent Market Rally & The Potential Impact Of Interest Rate Cuts
January 18, 2024 17:34 - 38 minutes - 35.7 MBIn 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 that the Fed would cut interest rates four to six times. However, Burton warns that this may not be a positive sign, as excessive rate cuts indicate a struggling economy. He emphasizes that rate cuts are primarily beneficial for bonds and explo...
Upcoming Elections & Potential Changes in Taxes
January 10, 2024 21:06 - 41 minutes - 38.9 MBIn 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 taxes and other policies are important factors to consider. The overall theme is that the Federal Reserve has likely achieved a soft landing by raising rates. Stay tuned to gain insights into the financial landscape for the year ahead. Time...
2023: A Year of Interest Rate Volatility / Financial Planning Tips for 2024
January 04, 2024 16:54 - 37 minutes - 34.6 MBIn 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. Treasury rate stood at approximately 3.88%, reaching a peak of 4% at one point. Meanwhile, the two-year treasury closed the year at 4.23%. This unprecedented volatility in interest rates had a profound impact on the market. The episode highlig...
Tax Loss Harvesting & Direct Indexing
December 22, 2023 20:32 - 38 minutes - 35.6 MBIn 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 November 1st, highlighting the performance of various asset classes such as the S&P 500, equal-weighted S&P 500 ETF, emerging markets, international developed markets, Russell 2000, and bonds. He emphasizes the importance of diversification and the p...
Understanding ETFs, Direct Indexing & Year-End Tax Moves
December 14, 2023 17:07 - 37 minutes - 56.5 MBIn 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 the potential opportunities in emerging markets and actively managed funds. Chad also shares year-end tax moves to consider, including tax loss harvesting and managing capital gains distributions. He delves into the 4% draw rule for retirement inco...
The Future of Airline Miles: Devaluation or Opportunity?
December 06, 2023 21:59 - 39 minutes - 36.3 MBIn 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 decisions. He highlights the performance of different indexes, such as the NASDAQ, S&P 500, and Russell 2000, and emphasizes the importance of diversification in a balanced portfolio. Chad also delves into the value of credit card points and airline mile...
Dynamic Withdrawal Strategies, Charlie Munger's Legacy, HSA Accounts & Retirement Readiness
November 30, 2023 18:37 - 48 minutes - 44.5 MBIn 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 recently passed away. Chad then delves into the performance of Berkshire Hathaway over the years and highlights the differences between its A and B shares. He also provides an update on the overall market and discusses the importance of having a ...
Navigating Taxes, Investments & Health for a Secure Future
November 27, 2023 18:24 - 37 minutes - 35 MBIn 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 up 46.5% and the S&P 500 up 19.85%. The impact of the Federal Reserve's interest rate cycle on market performance. The importance of balanced portfolios and volatility management in retirement planning. The use of AI technology, such as ch...
Market Updates & Strategies For Funding Charities During The Month Of Giving
November 17, 2023 19:32 - 55 minutes - 50.6 MBIn this episode of the podcast "New Focus on Wealth," host Chad Burton, a certified financial planner, discusses various topics related to personal finance, wealth management, and the economy. The episode begins with a disclaimer that the views and opinions expressed are not necessarily those of the radio station or its sponsors, and should not be taken as legal, tax, or investment advice. Listeners are encouraged to consult with an appropriate advisor before making any financial decisions. ...
The Performance Of Different Asset Classes & The Appropriate Use Of Life Insurance In Financial Planning
November 03, 2023 20:00 - 43 minutes - 39.8 MBIn this episode of the podcast, certified financial planner Chad Burton provides insights and analysis on various financial topics. The episode begins with a discussion on the current state of the market, focusing on the S&P 500 and NASDAQ indexes. Burton explains the composition of these indexes and highlights the dominance of tech stocks in their performance. He also emphasizes the importance of diversification in building portfolios and cautions against solely relying on large-cap growth ...
The Importance Of Seeking Unbiased Advice From A Certified Financial Planner Practitioner
October 25, 2023 14:30 - 35 minutes - 33 MBIn 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 expertise to guide you through the intricacies of retirement planning. But before delving into the tests, Chad emphasizes the importance of seeking unbiased advice from a certified financial planner practitioner, rather than relying on financial adviso...
Different Phases Of Retirement & Financial Considerations That Come With Each Stage
October 24, 2023 16:11 - 1 hour - 61.7 MBIn 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 considerations that come with each stage. He also discusses the importance of having a solid retirement plan, especially for those aged 55 and older with significant investable assets. Chad also highlights an upcoming event, the "Seven Tests of Retirement...
Prioritize Health In Retirement To Ensure A Fulfilling & Enjoyable Experience
October 23, 2023 20:55 - 1 hour - 56.2 MBIn this episode of the podcast, certified financial planner Chad Burton joins host Rob Black to discuss the various aspects of retirement planning and wealth management. The episode focuses on the importance of retirement readiness and happiness, emphasizing the need to plan for a fulfilling and financially secure future. Chad highlights the significance of factors such as taxes, income, long-term care, safe money, investing, life goals, and health and wellness in retirement planning. He als...
Gifting To Family & Charity For Year-end Tax Planning
October 10, 2023 20:22 - 34 minutes - 31.9 MBIn this podcast episode, Chad & Rob cover the topic of gifting to family and charity for year-end tax planning. Chad emphasizes the importance of doing a long-term cashflow projection and considering the potential taxes that need to be paid when drawing from retirement accounts. Burton explains that individuals can gift to as many people as they want, but exceeding $17,000 to a single person requires filing a gift tax return. He also discusses the estate tax exemption and how gifting can hel...
Welcome To Correction Day
October 05, 2023 15:04 - 37 minutes - 34.5 MBIn this episode of New Focus on Wealth, host Chad Burton discusses the current stock market correction and its implications for investors. He explains that a correction occurs when the market is down 10% from a recent peak and highlights that most indexes have been negative since January 2022. Chad also mentions the impact of rising interest rates on tech stocks and the subsequent rally in the AI sector. Despite the QQQ ETF representing the NASDAQ being up 33.87% for the year, it is still do...
Insights Into The World of Bonds & Their Implications for Investors
October 03, 2023 16:49 - 35 minutes - 32.3 MBIn this episode of "Joining Me Now" Chad & Rob discuss the complexities of the bond market and the differences between short-term and long-term bonds. Chad explains that bonds are essentially IOUs where investors lend money to the government or corporations in exchange for a rate of return. To gauge the performance of the bond market, Burton suggests looking at the total return of different ETFs. Timestamps: [00:02:14] Bond market performance. [00:04:00] Reinvestment risk and bond port...
Proactive Planning & Professional Guidance To Determine The Best Route For Long-Term Care
September 28, 2023 15:27 - 38 minutes - 35.4 MBIn this episode of New Focus on Wealth, host Chad Burton provides a market update and discusses the recent pullback in stocks and bonds. He shares the current numbers for the S&P 500 and highlights the comparison between the S&P 500 and the NASDAQ. Chad also mentions an upcoming event on retirement readiness and encourages listeners to sign up. Timestamps: [00:01:23] Market update and performance. [00:04:23] Stock market performance analysis. [00:09:21] Small cap stocks and recovery....
The Resilient Economy Despite Inverted Yield Curves And Higher Interest Rates
September 14, 2023 16:00 - 37 minutes - 35.3 MBIn this episode of "New Focus on Wealth," host Chad Burton provides a market update, discussing the resilient economy despite inverted yield curves and higher interest rates. He also touches on the topic of inflation, with the CPI coming in slightly higher than expected. The episode concludes with a discussion on the rise in energy prices, particularly oil prices reaching a new year-to-date high. Timestamp: [00:01:05] Inflation and interest rates. [00:06:56] REITs and their performance...
The Importance of Having a Will, Trust, Power of Attorney & Healthcare Directive
September 06, 2023 19:31 - 37 minutes - 34.3 MBIn this episode, host Chad Burton provides a market update and discusses estate planning. He explains the importance of having a will, trust, power of attorney, and healthcare directive, and addresses the cost associated with these documents. Additionally, he shares that the S&P 500 has seen a rally with a total return of 18.36% for the year. Timestamps: [00:01:36] Market cap weighted index. [00:05:21] Weaker dollar and international positions. [00:08:22] Inverted yield curve. [00:...
Achieving a Successful Retirement: Financial Clarity and Fulfillment
August 28, 2023 16:19 - 34 minutes - 31.6 MBIn this episode, Chad & Rob discuss various finance and investment topics, including retirement and wealth preservation. Chad highlights the importance of being prepared for retirement and the potential consequences of not doing so. Chad also explains the significance of the CFP (Certified Financial Planner) designation and how it plays a vital role in managing portfolios. Timestamps: [00:01:31] The CFP designation. [00:05:23] Retirement planning complexities. [00:08:02] Social Secu...
The Issue Of Overspending In Retirement
August 22, 2023 15:07 - 38 minutes - 35 MBIn this podcast, Chad & Rob discuss the importance of budgeting in retirement. They highlight the risk of overspending in the early years of retirement, especially when faced with a market correction. Burton suggests using a baseline approach, such as living off 70-80% of current income, or looking at net income after taxes to determine retirement spending. He also mentions the need to account for healthcare costs, as retirees are responsible for their own healthcare until they reach 65 and ...
Current Earnings Season & Performance Of The S&P 500 & Nasdaq
August 21, 2023 17:52 - 38 minutes - 35.6 MBIn this podcast, Chad & Rob, discuss the current earning season and its impact on the market. They note that while reports have been better than expected, there is still an overall earnings decline of the S&P 500. However, the S&P 500 has seen a 14.95% return, indicating a slight pullback from previous levels. The discussion also touches on the importance of comparing the S&P 500 to the Nasdaq. Tune in to gain valuable insights into the financial landscape. [00:02:20] Tech stocks and marke...
Avoid Retirement Mistakes: The Seven Retirement Readiness Tests
August 17, 2023 14:24 - 37 minutes - 34.5 MBIn this episode, Chad Burton and Rob Black discuss the retirement readiness test and their upcoming event. They also address what to do when a retirement plan fails, emphasizing the importance of seeking unbiased and fiduciary-based advice. Listeners are encouraged to attend the event for more in-depth knowledge on personal finance and wealth management. Timestamps: [00:02:28] Saving more for retirement. [00:04:21] After-tax contributions to Roth 401k. [00:07:12] Roth 401k changes. ...
The Seven Key Tests for Retirement
August 15, 2023 13:52 - 39 minutes - 36.6 MBIn this episode, Chad Burton discusses the importance of focusing on health in retirement. He emphasizes that while financial planning is crucial, it is equally important to prioritize one's physical and mental well-being. Burton shares personal experiences and observations from working with older clients, highlighting the impact that poor health can have on the enjoyment of retirement. He encourages listeners to invest in their health by exercising regularly, eating well, and taking proacti...
Seven Tests of Retirement Readiness: A Comprehensive Guide to Financial Preparedness
August 14, 2023 16:57 - 39 minutes - 36 MBIn this episode, Rob Black and certified financial planner Chad Burton discusses the seven tests of retirement readiness. Chad breaks down each test and provides valuable insights and strategies for achieving a secure and fulfilling retirement. From the linear cash flow test to the tax test, Chad covers important considerations such as expenses, risk tolerance, tax planning, and more. Listeners will gain a deeper understanding of what it takes to be financially prepared for retirement and le...
The Recent Downgrade of the US Government's Credit Rating by Fitch
August 03, 2023 09:42 - 39 minutes - 37 MBIn this episode, Chad Burton discusses the recent downgrade of the US government's credit rating by Fitch. He highlights the fiscal and political instability as the reasons for the downgrade. Despite the government's ability to borrow, the interest rates are increasing. Chad emphasizes the need for new leaders and term limits to address the country's growing debt, which currently stands at around 120 percent of GDP. Timestamps: [00:01:40] We need new leaders. [00:04:05] Strongest recov...
A Week of Surprising Headlines & Earnings Reports
July 28, 2023 19:51 - 38 minutes - 36.3 MBIn this episode of "New Focus on Wealth," host Chad Burton discusses a range of topics, including UFO hearings, a potential mini-stroke by Mitch McConnell, and the discovery of a new room temperature superconductor. He also highlights the busy week of earnings reports for the second quarter. Stay tuned for the release of FactSet's earnings insight report on Friday. Timestamps: [00:00:54] UFO hearings. [00:04:12] Investing and retirement strategies. [00:08:09] Abusing the 1031 exchang...
Current State of the Housing Market & The Impact of Low Mortgage Rates
July 21, 2023 17:31 - 38 minutes - 36.3 MBIn this episode of "New Focus on Wealth," host Chad Burton discusses the current state of the housing market and the impact of low mortgage rates. He highlights the benefits of holding onto properties with low-rate mortgages, as they can generate cash flow and make real estate investing easier. Chad also shares insights on the rental market in the Bay Area, emphasizing the importance of evaluating the potential income from rental properties against the costs involved. Tune in to gain a bette...
Inflation & Its Potential Impact on the Federal Reserve's Actions
July 13, 2023 15:54 - 38 minutes - 35.8 MBIn this episode of "New Focus on Wealth," host Chad Burton discusses the latest news on inflation and its potential impact on the Federal Reserve's actions. He shares that inflation rose at the slowest pace since March 2021, raising questions about the Fed's future decisions. Burton provides a weekly market update, highlighting that the S&P 500 has gained 16.58% so far this year. He also discusses bond market trends and the performance of the US aggregate bond index. Finally, Burton touches ...
2023 Mid-Year Reflection: Tech Stocks and Investment Opportunities
June 30, 2023 18:01 - 36 minutes - 33.1 MBIn this podcast, Chad Burton & Rob Black discuss the recent market activity and the performance of the NASDAQ. Despite the potential for recession, the market has seen a rebound, particularly in the tech sector. Burton emphasizes the importance of asset allocation and rebalancing in a diversified portfolio. He also discusses the attractiveness of tech stocks and the impact of artificial intelligence on investing. Furthermore, Burton highlights the similarities between the NASDAQ and the S&P ...
Value vs Growth Investing & Everything You Need To Know About 401K Rollovers
June 26, 2023 20:35 - 38 minutes - 36.3 MBIn this episode of the podcast "New Focus on Wealth," hosted by certified financial planner Chad Burton, the focus is on the stock market. Burton points out that the NASDAQ is up 33% for the year due to the market cap weighted tech-heavy index. However, if you look at the return from January 1st, 2022, to today, the NASDAQ is down 10%. He advises listeners to avoid FOMO and be cautious when making financial decisions. Burton shares that massive corrections are usually buying opportunities bu...
Utilizing HSAs and Altering Tax Strategies for Retirees
June 09, 2023 20:49 - 38 minutes - 35.5 MBMiss the latest radio episode of New Focus on Wealth? No problem, listen now to catch up on the latest insight from Certified Financial Planner Chad Burton. In this episode, Chad analyzes the growing similarities between the makeup of the NASDAQ and S&P 500, noting the recent performance of both. Next, Chad describes the benefits of Health Savings Accounts (HSAs) and how to utilize them properly to take care of you in the golden years of retirement. Finally, listen to Chad talk about a...
Joining Me Now Ep. 29: How New Models Are Changing Retirement Planning
May 30, 2023 14:36 - 1 hour - 64 MBTune in for the latest from Joining Me Now featuring an extended episode that dives into tax strategies and how to approach a complex retirement plan with your CFP. Hosts Rob Black and Chad Burton talk about the first steps taken with new clients, such as identifying personal expenses, what you’re planning to do for fun, and finding your purpose in retirement. Chad explains how he takes this information to model various retirement scenarios, making it easier than ever to prepare for a succes...
Joining Me Now Ep. 28: Wealth Preservation & The Importance of Fiduciaries
May 24, 2023 21:13 - 35 minutes - 32.8 MBOn this episode of Joining Me Now, Rob and Chad talk about taxes, financial planning, wealth preservation, and more. Listen as Rob and Chad discuss the importance of working with a fiduciary and avoiding salesmen that don’t have your best interest in mind. Rob and Chad identify and break down the various steps to planning and executing a successful financial plan for you and your loved ones. Email your money question to [email protected]. Call 1-888-762-2423 for Wealth Management and ...
Joining Me Now Ep. 27: Withdrawal Strategies And Maximizing Your Retirement Fund
May 17, 2023 15:32 - 30 minutes - 27.6 MBThe latest episode of joining me now with hosts Rob Black and Chad Burton features a discussion on withdrawal strategies in retirement. Next, Rob and Chad discuss what yesterday’s 60/40 portfolio has evolved to in the modern age of retirement planning. Don’t miss the latest from Rob and Chad. Listen now! Email your money question to [email protected]. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com