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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 planning, especially for those looking to retire early or maintain their lifestyle in retirement. He di…
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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 the evolution of wealth management strategies over time. They also touched on the significance of ha…
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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, highlighting how life changes at different stages require continuous adjustments to financial strategies. Th…
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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 upcoming event focused on retirement readiness and financial planning strategies. Tune in to gain ins…
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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 event in light of the challenges faced by investors in the current economic climate. Moving on, Chad de…
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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 was discussed in this episode: Retirement Phases: Chad explains the two main phases of retirement - wea…
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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 associated with commercial loans and real estate investments. Moving on to retirement planning, Chad emphasi…
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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 assessing your financial situation, determining your asset allocation, and creating a withdrawal strategy. He e…
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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 also announces an upcoming event in Menlo Park, California, where attendees with $500,000 or more in st…
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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 allocation, and planning for long-term care costs. Listeners are encouraged to attend an upcoming ev…
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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 reducing exposure to single company stock and maximizing tax benefits, including the net unrealized ap…
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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 retirement party and reflecting on the concept of retirement. He then introduces the upcoming event, …
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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 that the Fed would cut interest rates four to six times. However, Burton warns that this may not be…
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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 taxes and other policies are important factors to consider. The overall theme is that the Federal …
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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. Treasury rate stood at approximately 3.88%, reaching a peak of 4% at one point. Meanwhile, the two-ye…
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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 November 1st, highlighting the performance of various asset classes such as the S&P 500, equal-weighted S&…
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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 the potential opportunities in emerging markets and actively managed funds. Chad also shares year-end …
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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 decisions. He highlights the performance of different indexes, such as the NASDAQ, S&P 500, and Russell 2000…
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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 recently passed away. Chad then delves into the performance of Berkshire Hathaway over the years and…
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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 up 46.5% and the S&P 500 up 19.85%. The impact of the Federal Reserve's interest rate cycle on marke…
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In 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 …
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In 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…
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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 expertise to guide you through the intricacies of retirement planning. But before delving into the tests, …
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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 considerations that come with each stage. He also discusses the importance of having a solid retirement plan,…
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In 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 signif…
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In 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 wa…
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In 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 …
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In 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 sugges…
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In 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. Tim…
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In 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, particul…
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In 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. Times…
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In 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 rol…
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In 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 …
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In 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 imp…
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In 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 manag…
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In 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 c…
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In 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, ri…
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In 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…
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In 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 …
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In 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 …
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In 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…
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In 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 t…
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In 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 l…
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Miss 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 …
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Tune 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…
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On 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…
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The 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 chad@chadburton…
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The latest episode of Joining Me Now covers the various tests that can help determine the likelihood of your finances successfully supporting your retirement. Rob and Chad take a question from a listener about inherited IRAs and identifying the best time to take the tax hit. Finally, Rob and Chad discuss why enabling your children with finances can…
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This episode of Joining Me Now with Hosts Rob Black & Chad Burton discusses the importance of conservative retirement planning, an analysis of the bond market, and evergreen topics on the wealth management cycle. Catch the latest from this dynamic duo and listen now. Email your money question to chad@chadburton.com. Call 1-888-762-2423 for Wealth M…
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Listen to the latest episode of Joining Me Now to hear the latest from Rob and Guest Host Chad Burton as they discuss the housing market, stock market conditions, and the opportunity to rebalance your portfolio. Listen now! Email your money question to chad@chadburton.com. Call 1-888-762-2423 for Wealth Management and Financial Planning services or…
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