New Focus on Wealth with Chad Burton

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Episodes

Date Title & Description Contributors
2024-04-25

  The World Of EVs & Health Savings Account Strategies

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 ear...
  New Focus On Wealth author
2024-04-18

  The Wealth-Health Connection

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 in...
  New Focus On Wealth author
2024-04-11

  Balancing Wealth & Health: Financial Planning & Wellness Tips

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 pote...
  New Focus On Wealth author
2024-04-04

  Smart Tax Moves: 1031 Exchanges, DSTs & Charitable Remainder Trusts

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, th...
  New Focus On Wealth author
2024-03-21

  Managing Insurance Costs & Exploring the World of Timeshares

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 performanc...
  New Focus On Wealth author
2024-03-18

  Retirement Planning, Tax Strategies & The New Law Regarding 529 Plans

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 plann...
  New Focus On Wealth author
2024-03-08

  Stress Testing Your Financial Plan

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 th...
  New Focus On Wealth author
2024-03-01

  Financial Planning Is A Dynamic Process

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, highlight...
  New Focus On Wealth author
2024-02-15

  Recent Market Fluctuations & Savings Trends Across Different Generations

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 up...
  New Focus On Wealth author
2024-02-15

  Retirement Readiness, Active Vs Passive Investing & Sequence Of Returns Risk

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...
  New Focus On Wealth author