New Focus on Wealth with Chad Burton
Certified 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.
- Website
- http://www.newfocusfinancial.com
- Description
- Chad Burton, CFP® 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.
- Language
- 🇬🇧 English
- last modified
- 2025-02-21 19:05
- last episode published
- 2025-01-30 17:15
- publication frequency
- 4.88 days
- Contributors
- Chad Burton
- Author
- Explicit
- false
- Number of Episodes
- 631
- Rss-Feeds
- Detail page
- Categories
- Investing News Technology Business Podcasting
Recommendations
Episodes
| Date | Title & Description | Contributors |
|---|---|---|
| 2025-01-30 |
Maximizing Real Estate Wealth & Retirement Planning: Strategies for High-Net-Worth Investors This episode recaps Chad Burton daily guest spots with Rob Black for the week of July 24th. Sign up for the live retirement event on 2/1 in Palo Alto at www.ChadBurton.com. Chad tackles real-world scenario where a high-net-worth investor owns several ... |
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| 2025-01-23 |
Chad joins Rob Black to discuss new 401(k) contribution limits and other retirement topics. Chad joins Rob Black to dive into the latest updates on 401(k) contribution limits for 2025, including new IRS catch-up provisions for older workers, mega Roth strategies, and backdoor Roth IRAs. Explore retirement planning essentials like Morningstar'... |
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| 2025-01-15 |
2024 market recap, direct indexing and retirement asset allocation. In this episode, Chad joins Rob Black and dives into key financial market trends, including a recap of December's performance where the S&P 500 dropped, and bonds fell. Chad discusses high expectations for Q4 2024 earnings growth, the elevated forw... |
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| 2024-12-26 |
EP Wealth Webinar - Exploring Passive Investment Options - 241216 - audio Are you looking for ways to optimize your real estate investments and potentially defer taxes? Watch our latest recording where we explore how 1031 exchanges into Delaware Statutory Trusts (DSTs) may potentially provide a path to passive income while r... |
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| 2024-12-10 |
Active Vs. Passive Real Estate, 1031 exchanges, DSTs, 721 Exchange In this episode, Chad Burton joins Rob Black to uncover the secrets of turning underperforming real estate into a reliable source of passive income. Learn how to spot problem rental properties and transform them into opportunities through strategies li... |
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| 2024-11-20 |
Understanding Valuations: Analyzing The S&P 500 & Growth vs. Value In this episode of New Focus on Wealth, host Chad Burton, a Certified Financial Planner, discusses the current state of the market as we approach the end of the year. He highlights a busy period marked by clients selling businesses and estate planning... |
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| 2024-10-25 | In this engaging episode of "New Focus on Wealth," certified financial planner Chad Burton delves into the intricacies of the current financial landscape, offering listeners a comprehensive market update that highlights the impressive performance of te... |
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| 2024-10-09 |
Understanding Assumable Mortgages & Evaluating The Decision To Roll Over A 401k To An IRA In this episode of "New Focus on Wealth," certified financial planner Chad Burton delves into the intricacies of the current financial landscape, offering listeners a comprehensive analysis of market trends, interest rates, and investment strategies. H... |
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| 2024-09-26 |
Navigating Market Highs: Investment Strategies & Charitable Giving In this episode, Chad Burton provides a comprehensive market update, highlighting significant gains in various indices, including the NASDAQ and S&P 500, while also discussing the recent rally in the bond market due to declining interest rates. He ... |
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| 2024-09-24 | In this episode, Rob Black and certified financial planner Chad Burton discuss various aspects of personal finance, retirement planning, and the impact of inflation on financial decisions. They delve into common retirement questions, particularly the c... |
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