Chad Burton Podcastleri

Listen to the latest from Certified Financial Planner Chad Burton as he provides his regular market updates before discussing all things involved in the world of wealth building and financial planning. On this episode, Chad answers questions from listeners on identity theft and retirement accounts, specifically describing how people who make too mu…

The latest episode of New Focus On Wealth addresses misconceptions about FDIC Insurance after the collapse of Silicon Valley Bank. Next, Chad discusses the common misunderstanding about Life Insurance as an investment, noting how exposure to stocks in these accounts prevents you from being able to take advantage of dividends. Finally, Chad talks ab…

This episode of New Focus On Wealth discusses bonds and the variables to consider with an inverted yield curve. Though short-term bonds currently yield a higher return, are they truly the best option? Get Chad’s latest market update on topics like safe money in retirement, tax planning, inflation, and much more. Listen now! Email your money questio…

Chad addresses one of the most important questions that we will face in our lives, “how do you know when you’re ready to retire?” Listen as this episode breaks down the various expenses to consider such as taxes, entertainment, and healthcare in the later stages of life. Listen now and familiarize yourself with the tests you can use to determine yo…

Hear the latest from Rob and Chad’s ongoing discussion on all things retirement planning and wealth building. In this episode, Chad breaks down his belief in the importance of having 3 years of portfolio draws in cash readily available. Next, Rob seeks insight from Chad on sequence of returns during retirement. Listen now! Email your money question…

Rob and Chad discuss rates of return and how long term investing can provide steady results, even when entering the market at less than ideal times. Check out the latest episode of Joining Me Now! Email your money question to chad@chadburton.com. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com…

Listen to the latest episode of Joining Me Now as Rob and Chad dive into the hot topics in the world of retirement planning. This episode features a discussion on safe money and balanced portfolios with Chad explaining how the meaning of a “balanced portfolio” has completely changed over the years to reflect the status of interest rates. Listen now…

On this edition of New Focus on Wealth, Chad talks about new legislation that allows people to save for retirement by making student loan payments. Don’t miss this episode as Certified Financial Planner Chad Burton gives you 40 minutes of retirement and tax planning insight to consider for 2023. Email your money question to chad@chadburton.com. Cal…

The latest episode of New Focus on Wealth features a conversation on health in retirement. Don’t miss this insightful episode with Certified Financial Planner Chad Burton as he goes over what he does to maintain a healthy lifestyle that allows him to enjoy the fruits of his labor as he plans for his own retirement. If you’re curious if you’re falli…

Listen to the latest episode of New Focus on Wealth where Chad explains how you can earn interest on your safe money and how much you need to afford your retirement. Click play and find your financial clarity with Certified Financial Planner Chad Burton. Email your money question to chad@chadburton.com. Call 1-888-762-2423 for Wealth Management and…

Chad opens up 2023 with a discussion on retirement accounts and the change in legislation that allows you to push required minimum distributions to age 73. Next, Chad talks about gifting and how it relates to your tax situation. Start the new year off with an insightful discussion on retirement planning by listening to the latest episode with Certi…

Don’t miss the final episode of 2022 as Chad dives head first into a discussion on what matters most to retirees, including an understanding of how markets fluctuate and why you should have 3 years worth of portfolio draws in safe money. Chad also goes over the various ways you can plan for your children’s future with College funding investment acc…

Certified Financial Planner Chad Burton compares the last 5 years of stock returns to crypto. Next, a discussion on inflation and balancing 401k and Roth contributions. How much should you be putting in each account, and why? Listen now to hear the latest on these topics and more on New Focus on Wealth. Email your money question to chad@chadburton.…

In this episode, Chad discusses why trying to time the market is a fool's game and what you don’t want to hear from someone you’re paying to help navigate your finances. What’s the truth about the relationship between stocks and bonds? Listen now for the latest insight on the hottest topics of financial planning with Certified Financial Planner Cha…

On this episode, Chad discusses Tax Loss Harvesting and how you can use a down market to your benefit. Tax season is right around the corner, don’t miss this episode! Listen now as Chad goes over topics that are crucial to not only your tax planning but your retirement plan as a whole. Email your money question to chad@chadburton.com. Call 1-888-76…

Listen to the latest episode as Rob and Chad discuss tax planning for retirement and the new perspective retirees will have to adapt to as they move from building wealth to living off of it. Is your portfolio ready to make that transition? Listen now to find out! Email your money question to chad@chadburton.com. Call 1-888-762-2423 for Wealth Manag…

The latest episode of New Focus On Wealth featured a look around the market and a discussion on how to handle the economic turbulence that may be right around the corner. Listen now as Chad explains why panic selling is the worst thing you can do in a bear market. Email your money question to chad@chadburton.com. Call 1-888-762-2423 for Wealth Mana…

Listen to the latest episode of Joining Me Now as Rob and Chad help you navigate through some of the commonly overlooked problems that occur with improper tax and estate planning. Are you putting you and your family in the best position to keep your hard earned dollars after retirement? Listen now to find out! Email your money question to chad@chad…

Rob and Chad discuss what retirees are doing to maximize their enjoyment of retirement, noting that those staying busy and taking care of their diet and exercise are often happier than those who plan to retire earlier with no vision of what they want to do to keep them busy. Next, a discussion on preparing for health-related expenses in retirement …

On the latest episode of Joining Me Now, Rob and Chad discuss building wealth for retirement and the various tools you can use to do so. High-interest savings accounts, bonds, and even mortgages are just a few of the tools broken down into detail. Listen now, and don’t miss out on the opportunities of today’s economy. Email your money question to c…

The latest episode of Joining Me Now, featuring hosts Rob Black and Chad Burton, addresses what those entering retirements are doing to address current market conditions and inflation. Listen now as this dynamic duo talks about transitioning your portfolio from the accumulation phase to the income phase. Which accounts do you draw from first? What …

Listen to the latest episode of New Focus On Wealth to get the latest insight from Certified Financial Planner Chard Burton. On this episode, Chad talks about the importance of fighting the FOMO of popular meme stocks that may be trendy on social media. Next, Chad explains how market corrections are some of the most crucial events towards your long…

Check out the latest episode of New Focus On Wealth, where Chad gives his expert opinion on market conditions, what they mean for your future, and how you can take advantage of the buying opportunities. Don’t miss this episode as Chad leads a detailed discussion on bonds and how to take advantage of them! Email your money question to chad@chadburto…

In this episode of New Focus On Wealth, Chad analyses the volatility of the bond market. Chad references similar volatility in the 80s as a hint of what may come. Next, find out why current conditions are a prime example of why Chad urges his clients to have three years worth of portfolio draws in Cash. Hit play now! Email your money question to ch…

Listen to the latest episode of New Focus On Wealth as Chad dives into the massive buying opportunity that the current economy presents for your portfolio, no matter how far along your retirement planning is! Don’t miss this episode during one of the better buying opportunities we could see for years. Email your money question to chad@chadburton.co…

In this episode of New Focus on Wealth, Chad discusses the importance of investing as early as possible, especially when prices are lower. Next, Chad discusses how diversification has made it easier to navigate through market turmoil. Have you ever wondered where an advisor is supposed to add value to your finances? Listen now as Chad identifies ex…

Listen to the latest episode with hosts Rob Black and Chad Burton as they discuss the most pressing topics for retirees. What changes may you need to make to your estate planning to be grandfathered in when laws change? Have we seen the floor for inflation and taxes for the next decade? Press play and listen to Rob and Chad break down the questions…

Listen to the latest episode of Joining Me Now as Rob and Chad discuss the importance of navigating through retirement with health in mind, financially, and for your mind and body. Next, Rob shines a light on the importance of separating the social climate from your investment strategies and how failing to do so can increase the likelihood of missi…

On this episode, Rob and Chad discuss the things to do before you hire a certified financial player. Listen now as this dynamic duo dives into the differences between product-based brokers and Certified Financial Planners, and how the value of a CFP is truly unmatched. If you’ve been wondering when to take action with a CFP, this is one episode you…

Rob and Chad team up once again to talk about the most pressing financial topics of 2022, including inflation and how it’s affecting retirees. Listen to essential conversations regarding cash flow projection models and how you can structure your tax situation to take advantage of lower taxes once you are forced to draw from your retirement accounts…

Listen to the latest episode of New Focus on Wealth as Certified Financial Planner Chad Burton talks about the topics that are most important to your money matters. In this episode, Chad talks about current market conditions, why we’re nearing peak inflation, interest rates, and planning for healthcare costs in retirement. Listen now! Email your mo…

In this Episode of New Focus on Wealth, Chad talks about everything from Crypto to long-term stock investing. Chad goes over how the 70/30 rule has held for decades and how you can leverage current market conditions to rebalance your portfolio. Listen now to hear what Chad has to say on some of the most critical topics to your portfolio. Email your…

After a brief look around the market, Chad talks about Asset Allocation and how you can use it to save money on taxes. Next, Chad answers questions from listeners, including one regarding umbrella coverage. Chad notes the rule of thumb is two times your net worth minus your retirement accounts. Chad also notes he’s never seen a client need umbrella…

On this episode of New Focus on Wealth, Chad provides a market update before moving into a question from a listener regarding dependents, taxes, and their Roth IRAs. Chad goes over the proper procedure for using tip money to fund a retirement account. Next, Chad goes over how to get started in investing for free and the importance of getting starte…

On this episode, Chad gives a brief market update before moving on to the fifteen things you should do before hiring a financial advisor. A little behind on your retirement savings? Chad notes how to get back on track. Starting with a simple budget, Chad explains the 15 things you can do to build a foundation of financial awareness before taking st…

On this episode of New Focus On Wealth, Chad goes over the outlook for new retirees during a period of high inflation. Don’t miss this episode as Chad talks about taxes, interest rates, and inflation. Despite recent market performance, Chad expresses optimism with expectations for growth over the next 10 to 20 years, listen now to find out why. Ema…

Listen now as Chad discusses everything from inflation to the differences between mutual funds and ETFs! Chad gives his take on how close he thinks we are to peak inflation. Listen to the end to hear special guest Rob Black join the show to go over market performance and the buy and hold philosophy for retirees. Email your money question to chad@ch…

In this episode of New Focus On Wealth, Chad goes over the performance of differently structured portfolios over the past year, noting one of the worst years for balanced portfolios in recent history. Chad notes the importance of consistently buying and broadening your exposure to small-cap, mid-cap, large-cap, emerging markets, and real estate. Do…

Listen to the latest episode of New Focus On Wealth as Chad breaks down the tests you should take to prepare for a happy retirement. Chad dives into various aspects of retirement planning from the linear cash flow model to planning for long-term health care costs. Feeling a little unsure about the state of your current retirement planning? Listen n…

On this episode of New Focus on Wealth, Chad talks about the current state of the market, why crypto is indeed here to stay, key considerations for new and recent retirees, and the one thing you should avoid doing right now to maximize your portfolio for the long haul. Email your money question to chad@chadburton.com. Call 1-888-762-2423 for Wealth…

On this episode of New Focus On Wealth, Chad talks about how to approach the bond market vs the stock market, noting that you can enter into the stock market with long-term plans less cautiously than you can with the current bond market. Next, Chad talks about the 4 stages of retirement and the trouble you can find with a college fund when set up i…

Listen now as Chad talks about the moves people tend to make that often have the worst effects on their long-term portfolios, such as selling out of fear. Are the odds of a recession going up, and should you be worried? Listen as Chad talks about bonds, inflation, and identifies the moves to avoid so that your portfolio can reach its full potential…

On this episode of New Focus On Wealth, Chad talks about why this has been one of the worst times for balanced portfolios in years, reiterating the importance of a detailed retirement plan with 3 years of portfolio draws readily available in cash. Next, Chad talks about interest rates and the likelihood of a soft landing for the US economy. Listen …

Listen to the latest episode of New Focus On Wealth with host Chad Burton as he explains why this has been one of the toughest years for balanced portfolios since 2008. Do the recent market pullbacks present a desirable buying opportunity or should you be cautious as the trend continues downward? Chad sees opportunity as we approach what he believe…

On this episode of New Focus On Wealth, Chad talks about the bond market and whether or not you can refer to it as a hint of an incoming recession. Next, Chad talks about what you can do if you expect a pending recession. Listen now, you won’t want to miss this episode. Email your money question to chad@chadburton.com. Call 1-888-762-2423 for Wealt…

Join Rob and Chad for the latest episode of Joining Me Now as they discuss the age-old question of whether or not you should pay off your mortgage early. Rob and Chad discuss the various scenarios in which you should and shouldn’t pay off your mortgage early, noting the list of factors like taxes and interest rates that come into play. Listen now! …

On this episode of Joining Me Now, Rob and Chad discuss their encounters that made for an interesting tax season. Next, your favorite co-hosts talk about the biggest fears among current retirees, noting that the war in Ukraine and inflation are among the most common answers. Listen now as Rob and Chad discuss retirement and how to plan for it, plus…

On this episode of New Focus on Wealth, Chad opens with a discussion about what he noticed during this round of tax returns, noting that capital gain distributions were the highest he’s seen since he started doing radio in 1999. Next, Chad breaks down the tax surprises some people may have noticed after investing in mutual funds. Listen now as Chad…

In this episode of New Focus On Wealth, Chad talks about interest rates and the cause of inflation. Next, Chad moves on to explain why and how you should get your gifting out of the way now instead of the end of the year. Listen now as Chad discusses alternative retirement investments as retirement becomes more expensive than ever. Email your money…

In this episode of Joining Me Now, Rob and Chad discuss what retirement means in 2022, noting the change in perception for pre-retirement due to the lifestyle change brought by the pandemic. Next, Rob and Chad discuss the important conversations spouses may want to have as they approach their ideal retirement age. Listen to Rob and Chad as they tak…