Podcast appearances and mentions of chad burton

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Best podcasts about chad burton

Latest podcast episodes about chad burton

Rob Black and Your Money - Radio
The Year In Artificial Intelligence

Rob Black and Your Money - Radio

Play Episode Listen Later Dec 23, 2025 37:14


Alphabet's incredible year, The boom of discount chains in 2025, More on the next seminar with EP Wealth Advisors CFP's Chad Burton and Ryan Ignacio at the Palo Alto Elks Lodge January 15th at 6:30pm covering important tax strategies and more

Rob Black & Your Money
The Year In Artificial Intelligence

Rob Black & Your Money

Play Episode Listen Later Dec 23, 2025 37:13


Alphabet's incredible year, The boom of discount chains in 2025, More on the next seminar with EP Wealth Advisors CFP's Chad Burton and Ryan Ignacio at the Palo Alto Elks Lodge January 15th at 6:30pm covering important tax strategies and moreSee omnystudio.com/listener for privacy information.

Rob Black and Your Money - Radio
Shortened Holiday Week

Rob Black and Your Money - Radio

Play Episode Listen Later Dec 22, 2025 28:19


Investors are watching to see whether AI stocks can retain their leadership heading into the year-end, EP Wealth's advisor CFP Chad Burton discusses building your wealth, More on the next seminar with EP Wealth Advisors CFP's Chad Burton and Ryan Ignacio at the Palo Alto Elks Lodge January 15th at 6:30pm covering important tax strategies and more

ai holiday investors shortened ep wealth chad burton
Rob Black & Your Money
Shortened Holiday Week

Rob Black & Your Money

Play Episode Listen Later Dec 22, 2025 28:18


Investors are watching to see whether AI stocks can retain their leadership heading into the year-end, EP Wealth's advisor CFP Chad Burton discusses building your wealth, More on the next seminar with EP Wealth Advisors CFP's Chad Burton and Ryan Ignacio at the Palo Alto Elks Lodge January 15th at 6:30pm covering important tax strategies and moreSee omnystudio.com/listener for privacy information.

ai holiday investors shortened ep wealth chad burton
Rob Black and Your Money - Radio
Looking At Your Portfolio

Rob Black and Your Money - Radio

Play Episode Listen Later Dec 19, 2025 37:57


What milestones to strive for at each age, What to know about International Stocks, More on the next seminar with EP Wealth Advisors CFP's Chad Burton and Ryan Ignacio at the Palo Alto Elks Lodge January 15th at 6:30pm covering important tax strategies and more

chad burton
Rob Black & Your Money
Looking At Your Portfolio

Rob Black & Your Money

Play Episode Listen Later Dec 19, 2025 37:57


What milestones to strive for at each age, What to know about International Stocks, More on the next seminar with EP Wealth Advisors CFP's Chad Burton and Ryan Ignacio at the Palo Alto Elks Lodge January 15th at 6:30pm covering important tax strategies and moreSee omnystudio.com/listener for privacy information.

chad burton
Rob Black and Your Money - Radio
Stocks Rose As Wall Street Weighed Latest Inflation Data

Rob Black and Your Money - Radio

Play Episode Listen Later Dec 18, 2025 34:05


Initial jobless claims were below what economists had estimated, Micron Technology jumped 11 percent after strong earnings helped rekindle the artificial intelligence trade which has seen weakness in recent sessions, More on the next seminar with EP Wealth Advisors CFP's Chad Burton and Ryan Ignacio at the Palo Alto Elks Lodge January 15th at 6:30pm covering important tax strategies and more

Rob Black & Your Money
Stocks Rose As Wall Street Weighed Latest Inflation Data

Rob Black & Your Money

Play Episode Listen Later Dec 18, 2025 34:05


Initial jobless claims were below what economists had estimated, Micron Technology jumped 11 percent after strong earnings helped rekindle the artificial intelligence trade which has seen weakness in recent sessions, More on the next seminar with EP Wealth Advisors CFP's Chad Burton and Ryan Ignacio at the Palo Alto Elks Lodge January 15th at 6:30pm covering important tax strategies and moreSee omnystudio.com/listener for privacy information.

Rob Black and Your Money - Radio
Investors Move Away From Technology Names

Rob Black and Your Money - Radio

Play Episode Listen Later Dec 17, 2025 40:31


Patrick O'Hare of Briefing.com on the current markets, Investors are repositioning around the run it hot economy stocks and away from AI, More on the next seminar with EP Wealth Advisors CFP's Chad Burton and Ryan Ignacio at the Palo Alto Elks Lodge January 15th at 6:30pm covering important tax strategies and more

Rob Black & Your Money
Investors Move Away From Technology Names

Rob Black & Your Money

Play Episode Listen Later Dec 17, 2025 40:30


Patrick O'Hare of Briefing.com on the current markets, Investors are repositioning around the run it hot economy stocks and away from AI, More on the next seminar with EP Wealth Advisors CFP's Chad Burton and Ryan Ignacio at the Palo Alto Elks Lodge January 15th at 6:30pm covering important tax strategies and moreSee omnystudio.com/listener for privacy information.

Rob Black and Your Money - Radio
Markets Digest A Weakening Jobs Market

Rob Black and Your Money - Radio

Play Episode Listen Later Dec 16, 2025 38:32


For the first time since 2009 the US unemployment rate rises for 4 consecutive readings, November's jobs report came in better than expected showing an increase of 64,000 jobs for the month, More on the next seminar with EP Wealth Advisors CFP's Chad Burton and Ryan Ignacio at the Palo Alto Elks Lodge January 15th at 6:30pm covering important tax strategies and more

Rob Black & Your Money
Markets Digest A Weakening Jobs Market

Rob Black & Your Money

Play Episode Listen Later Dec 16, 2025 38:31


For the first time since 2009 the US unemployment rate rises for 4 consecutive readings, November's jobs report came in better than expected showing an increase of 64,000 jobs for the month, More on the next seminar with EP Wealth Advisors CFP's Chad Burton and Ryan Ignacio at the Palo Alto Elks Lodge January 15th at 6:30pm covering important tax strategies and moreSee omnystudio.com/listener for privacy information.

Rob Black and Your Money - Radio
Stocks In Artificial Intelligence Trade Continue To See Pressure

Rob Black and Your Money - Radio

Play Episode Listen Later Dec 15, 2025 23:50


Certain AI stocks like Broadcom and Oracle each declined more than 4 percent, Others like Microsoft also also suffered some losses with rotation away from AI, More on the next seminar with EP Wealth Advisors CFP's Chad Burton and Ryan Ignacio at the Palo Alto Elks Lodge January 15th at 6:30pm covering important tax strategies and more

Rob Black & Your Money
Stocks In Artificial Intelligence Trade Continue To See Pressure

Rob Black & Your Money

Play Episode Listen Later Dec 15, 2025 23:49


Certain AI stocks like Broadcom and Oracle each declined more than 4 percent, Others like Microsoft also also suffered some losses with rotation away from AI, More on the next seminar with EP Wealth Advisors CFP's Chad Burton and Ryan Ignacio at the Palo Alto Elks Lodge January 15th at 6:30pm covering important tax strategies and moreSee omnystudio.com/listener for privacy information.

Rob Black and Your Money - Radio
Talking About Income In Retirement

Rob Black and Your Money - Radio

Play Episode Listen Later Dec 12, 2025 38:38


What are Orbital Data Centers, Who is winning the Robotaxi vs Waymo race, More on the next seminar with EP Wealth Advisors CFP's Chad Burton and Ryan Ignacio at the Palo Alto Elks Lodge January 15th at 6:30pm covering important tax strategies and more

Rob Black & Your Money
Talking About Income In Retirement

Rob Black & Your Money

Play Episode Listen Later Dec 12, 2025 38:38


What are Orbital Data Centers, Who is winning the Robotaxi vs Waymo race, More on the next seminar with EP Wealth Advisors CFP's Chad Burton and Ryan Ignacio at the Palo Alto Elks Lodge January 15th at 6:30pm covering important tax strategies and moreSee omnystudio.com/listener for privacy information.

Rob Black and Your Money - Radio
The Dow Jones Industrial Average Reached New Heights

Rob Black and Your Money - Radio

Play Episode Listen Later Dec 11, 2025 37:03


Investors moved out of high-flying tech stocks following Oracle's results, Oracle did not see big increases in quarterly revenue, More on the next seminar with EP Wealth Advisors CFP's Chad Burton and Ryan Ignacio at the Palo Alto Elks Lodge January 15th at 6:30pm covering important tax strategies and more

Rob Black & Your Money
The Dow Jones Industrial Average Reached New Heights

Rob Black & Your Money

Play Episode Listen Later Dec 11, 2025 37:02


Investors moved out of high-flying tech stocks following Oracle's results, Oracle did not see big increases in quarterly revenue, More on the next seminar with EP Wealth Advisors CFP's Chad Burton and Ryan Ignacio at the Palo Alto Elks Lodge January 15th at 6:30pm covering important tax strategies and moreSee omnystudio.com/listener for privacy information.

Rob Black and Your Money - Radio
Investors Await Fed Decision

Rob Black and Your Money - Radio

Play Episode Listen Later Dec 10, 2025 33:06


Patrick O'Hare of Briefing.com on the current markets, The S and P 500 was relatively unchanged ahead of the Federal Reserve's interest rate decision, More on the next seminar with EP Wealth Advisors CFP's Chad Burton and Ryan Ignacio at the Palo Alto Elks Lodge January 15th at 6:30pm covering important tax strategies and more

Rob Black & Your Money
Investors Await Fed Decision

Rob Black & Your Money

Play Episode Listen Later Dec 10, 2025 33:05


Patrick O'Hare of Briefing.com on the current markets, The S and P 500 was relatively unchanged ahead of the Federal Reserve's interest rate decision, More on the next seminar with EP Wealth Advisors CFP's Chad Burton and Ryan Ignacio at the Palo Alto Elks Lodge January 15th at 6:30pm covering important tax strategies and moreSee omnystudio.com/listener for privacy information.

Rob Black and Your Money - Radio
Markets Move Higher As Fed Rate Meeting Kicks Off

Rob Black and Your Money - Radio

Play Episode Listen Later Dec 9, 2025 37:15


Investors convinced of a rate cut this week turning their focus to the chances of more easing next year, Wednesday we will get the the release of delayed JOLTS readings on job openings and quit rates and layoffs for October, More on the next seminar with EP Wealth Advisors CFP's Chad Burton and Ryan Ignacio at the Palo Alto Elks Lodge January 15th at 6:30pm covering important tax strategies and more

Rob Black & Your Money
Markets Move Higher As Fed Rate Meeting Kicks Off

Rob Black & Your Money

Play Episode Listen Later Dec 9, 2025 37:15


Investors convinced of a rate cut this week turning their focus to the chances of more easing next year, Wednesday we will get the the release of delayed JOLTS readings on job openings and quit rates and layoffs for October, More on the next seminar with EP Wealth Advisors CFP's Chad Burton and Ryan Ignacio at the Palo Alto Elks Lodge January 15th at 6:30pm covering important tax strategies and moreSee omnystudio.com/listener for privacy information.

New Solo
How Solid Workflows Can Save Your Solo Practice from Chaos | First Flight #9

New Solo

Play Episode Listen Later Oct 23, 2025 42:55


Starting your solo firm means building good habits from day one and that begins with your intake process. In this episode of New Solo: First Flight, host Adriana Linares revisits her conversation with Chad Burton, co-founder of Modern Law Practice and CEO of CuroLegal, about how thoughtful workflows create better client relationships and fewer headaches. From conflict checks and engagement letters to managing matters in Clio and working with virtual assistants, Chad shares how documenting your processes can help your firm grow smoothly and ethically. Plus, Adriana Linares and Rio Laine from ALPS Insurance break down why consistent intake procedures and clear engagement letters are key to avoiding malpractice claims and protecting your peace of mind. Hear the original episode with Chad Burton Learn more about ALPS Insurance.  Receive email notifications every time we release a new episode.

Legal Talk Network - Law News and Legal Topics
How Solid Workflows Can Save Your Solo Practice from Chaos | First Flight #9

Legal Talk Network - Law News and Legal Topics

Play Episode Listen Later Oct 23, 2025 42:55


Starting your solo firm means building good habits from day one and that begins with your intake process. In this episode of New Solo: First Flight, host Adriana Linares revisits her conversation with Chad Burton, co-founder of Modern Law Practice and CEO of CuroLegal, about how thoughtful workflows create better client relationships and fewer headaches. From conflict checks and engagement letters to managing matters in Clio and working with virtual assistants, Chad shares how documenting your processes can help your firm grow smoothly and ethically. Plus, Adriana Linares and Rio Laine from ALPS Insurance break down why consistent intake procedures and clear engagement letters are key to avoiding malpractice claims and protecting your peace of mind. Hear the original episode with Chad Burton Learn more about ALPS Insurance.  Receive email notifications every time we release a new episode. Learn more about your ad choices. Visit megaphone.fm/adchoices

Rob Black and Your Money - Radio
Stocks Rise Boosted By Solid Earnings

Rob Black and Your Money - Radio

Play Episode Listen Later Oct 16, 2025 46:45


Stocks were higher after big banks' better-than-expected earnings and several Big Tech stocks buoyed the market, EP Wealth's advisor Chad Burton discusses building your wealth, More on the Thursday October 16th Retirement & Wealth Strategies for Your Future seminar TODAY at the Palo Alto Elks Lodge with EP Wealth Advisors CFP Chad Burton and CFP CFA Ryan Ignacio as well as the Pints and Portfolios Sunday October 26th 11am to 1pm in Berkeley with Rob and EP Wealth Advisors

Rob Black & Your Money
Stocks Rise Boosted By Solid Earnings

Rob Black & Your Money

Play Episode Listen Later Oct 16, 2025 46:44


Stocks were higher after big banks' better-than-expected earnings and several Big Tech stocks buoyed the market, EP Wealth's advisor Chad Burton discusses building your wealth, More on the Thursday October 16th Retirement & Wealth Strategies for Your Future seminar TODAY at the Palo Alto Elks Lodge with EP Wealth Advisors CFP Chad Burton and CFP CFA Ryan Ignacio as well as the Pints and Portfolios Sunday October 26th 11am to 1pm in Berkeley with Rob and EP Wealth AdvisorsSee omnystudio.com/listener for privacy information.

Rob Black and Your Money - Radio
Markets Rise With Strong Earnings

Rob Black and Your Money - Radio

Play Episode Listen Later Oct 15, 2025 37:15


Bank of America shares jumped 5 percent after posting stong earnings and revenue that beat analyst expectations as Morgan Stanley, Goldman Sachs and Wells Fargo also reported a strong day which overshadowed worries about growing trade tensions with China, EP Wealth's advisor Chad Burton discusses building your wealth, More on the Thursday October 16th Retirement & Wealth Strategies for Your Future seminar at the Palo Alto Elks Lodge with EP Wealth Advisors CFP Chad Burton and CFP CFA Ryan Ignacio as well as the Pints and Portfolios Sunday October 26th 11am to 1pm in Berkeley with Rob and EP Wealth Advisors

Rob Black & Your Money
Markets Rise With Strong Earnings

Rob Black & Your Money

Play Episode Listen Later Oct 15, 2025 37:15


Bank of America shares jumped 5 percent after posting stong earnings and revenue that beat analyst expectations as Morgan Stanley, Goldman Sachs and Wells Fargo also reported a strong day which overshadowed worries about growing trade tensions with China, EP Wealth's advisor Chad Burton discusses building your wealth, More on the Thursday October 16th Retirement & Wealth Strategies for Your Future seminar at the Palo Alto Elks Lodge with EP Wealth Advisors CFP Chad Burton and CFP CFA Ryan Ignacio as well as the Pints and Portfolios Sunday October 26th 11am to 1pm in Berkeley with Rob and EP Wealth AdvisorsSee omnystudio.com/listener for privacy information.

Rob Black and Your Money - Radio
Stocks Fell Resuming The Selling From Last Week

Rob Black and Your Money - Radio

Play Episode Listen Later Oct 14, 2025 48:32


Trade worries were reignited overnight by China as they moved to tighten its grip on global shipping after curbing rare earth exports to the U.S., EP Wealth's advisor Chad Burton discusses building your wealth, More on the Thursday October 16th Retirement & Wealth Strategies for Your Future seminar at the Palo Alto Elks Lodge with EP Wealth Advisors CFP Chad Burton and CFP CFA Ryan Ignacio as well as the Pints and Portfolios Sunday October 26th 11am to 1pm in Berkeley with Rob and EP Wealth Advisors

Rob Black & Your Money
Stocks Fell Resuming The Selling From Last Week

Rob Black & Your Money

Play Episode Listen Later Oct 14, 2025 48:31


Trade worries were reignited overnight by China as they moved to tighten its grip on global shipping after curbing rare earth exports to the U.S., EP Wealth's advisor Chad Burton discusses building your wealth, More on the Thursday October 16th Retirement & Wealth Strategies for Your Future seminar at the Palo Alto Elks Lodge with EP Wealth Advisors CFP Chad Burton and CFP CFA Ryan Ignacio as well as the Pints and Portfolios Sunday October 26th 11am to 1pm in Berkeley with Rob and EP Wealth AdvisorsSee omnystudio.com/listener for privacy information.

Rob Black and Your Money - Radio
Markets Jump As Concerns Around China Trade Tensions Ease

Rob Black and Your Money - Radio

Play Episode Listen Later Oct 13, 2025 59:31


Stocks surged and rebounding from Friday's sell off after President Donald Trump said trade relations with China “will all be fine,” EP Wealth's advisor Chad Burton discusses building your wealth, More on the Thursday October 16th Retirement & Wealth Strategies for Your Future seminar at the Palo Alto Elks Lodge with EP Wealth Advisors CFP Chad Burton and CFP CFA Ryan Ignacio as well as the Pints and Portfolios Sunday October 26th 11am to 1pm in Berkeley with Rob and EP Wealth Advisors

Rob Black & Your Money
Markets Jump As Concerns Around China Trade Tensions Ease

Rob Black & Your Money

Play Episode Listen Later Oct 13, 2025 59:30


Stocks surged and rebounding from Friday's sell off after President Donald Trump said trade relations with China “will all be fine,” EP Wealth's advisor Chad Burton discusses building your wealth, More on the Thursday October 16th Retirement & Wealth Strategies for Your Future seminar at the Palo Alto Elks Lodge with EP Wealth Advisors CFP Chad Burton and CFP CFA Ryan Ignacio as well as the Pints and Portfolios Sunday October 26th 11am to 1pm in Berkeley with Rob and EP Wealth AdvisorsSee omnystudio.com/listener for privacy information.

Rob Black and Your Money - Radio
Looking At Stock Drop With Certified Financial Planner Chad Burton

Rob Black and Your Money - Radio

Play Episode Listen Later Oct 10, 2025 40:20


What scared the markets, EP Wealth's advisor Chad Burton discusses building your wealth, More on the Thursday October 16th Retirement & Wealth Strategies for Your Future seminar at the Palo Alto Elks Lodge with EP Wealth Advisors CFP Chad Burton and CFP CFA Ryan Ignacio as well as the Pints and Portfolios Sunday October 26th 11am to 1pm in Berkeley with Rob and EP Wealth Advisors

Rob Black and Your Money - Radio
Special Guest Certified Financial Planner Chad Burton On Your Wealth

Rob Black and Your Money - Radio

Play Episode Listen Later Oct 10, 2025 63:49


Markets focus on President Trump's next moves, EP Wealth's advisor Chad Burton discusses building your wealth, More on the Thursday October 16th Retirement & Wealth Strategies for Your Future seminar at the Palo Alto Elks Lodge with EP Wealth Advisors CFP Chad Burton and CFP CFA Ryan Ignacio as well as the Pints and Portfolios Sunday October 26th 11am to 1pm in Berkeley with Rob and EP Wealth Advisors

New Focus on Wealth with Chad Burton
Certified Financial Planner Chad Burton Discusses Friday Stock Tumble

New Focus on Wealth with Chad Burton

Play Episode Listen Later Oct 10, 2025 38:24


Rob Black & Your Money
Special Guest Certified Financial Planner Chad Burton On Your Wealth

Rob Black & Your Money

Play Episode Listen Later Oct 10, 2025 63:48


Markets focus on President Trump's next moves, EP Wealth's advisor Chad Burton discusses building your wealth, More on the Thursday October 16th Retirement & Wealth Strategies for Your Future seminar at the Palo Alto Elks Lodge with EP Wealth Advisors CFP Chad Burton and CFP CFA Ryan Ignacio as well as the Pints and Portfolios Sunday October 26th 11am to 1pm in Berkeley with Rob and EP Wealth AdvisorsSee omnystudio.com/listener for privacy information.

Rob Black & Your Money
Looking At Stock Drop With Certified Financial Planner Chad Burton

Rob Black & Your Money

Play Episode Listen Later Oct 10, 2025 40:19


What scared the markets, EP Wealth's advisor Chad Burton discusses building your wealth, More on the Thursday October 16th Retirement & Wealth Strategies for Your Future seminar at the Palo Alto Elks Lodge with EP Wealth Advisors CFP Chad Burton and CFP CFA Ryan Ignacio as well as the Pints and Portfolios Sunday October 26th 11am to 1pm in Berkeley with Rob and EP Wealth AdvisorsSee omnystudio.com/listener for privacy information.

New Focus on Wealth with Chad Burton
Certified Financial Planner Chad Burton Discusses Markets With Rob Black

New Focus on Wealth with Chad Burton

Play Episode Listen Later Oct 9, 2025 40:55


Rob Black and Your Money - Radio
Bubble Predictions

Rob Black and Your Money - Radio

Play Episode Listen Later Oct 8, 2025 54:28


Patrick O'Hare of Briefing.com on the current markets, EP Wealth's advisor Chad Burton discusses building your wealth, More on the Thursday October 16th Retirement & Wealth Strategies for Your Future seminar at the Palo Alto Elks Lodge with EP Wealth Advisors CFP Chad Burton and CFP CFA Ryan Ignacio as well as the Pints and Portfolios Sunday October 26th 11am to 1pm in Berkeley with Rob and EP Wealth Advisors

Rob Black & Your Money
Bubble Predictions

Rob Black & Your Money

Play Episode Listen Later Oct 8, 2025 54:27


Patrick O'Hare of Briefing.com on the current markets, EP Wealth's advisor Chad Burton discusses building your wealth, More on the Thursday October 16th Retirement & Wealth Strategies for Your Future seminar at the Palo Alto Elks Lodge with EP Wealth Advisors CFP Chad Burton and CFP CFA Ryan Ignacio as well as the Pints and Portfolios Sunday October 26th 11am to 1pm in Berkeley with Rob and EP Wealth AdvisorsSee omnystudio.com/listener for privacy information.

Rob Black and Your Money - Radio
Awaiting Shutdown Ending

Rob Black and Your Money - Radio

Play Episode Listen Later Oct 7, 2025 44:15


The S and P 500 looked for more developments out of Washington on the current U.S. government shutdown that is now in its second week, EP Wealth's advisor Chad Burton discusses building your wealth, More on the Thursday October 16th Retirement & Wealth Strategies for Your Future seminar at the Palo Alto Elks Lodge with EP Wealth Advisors CFP Chad Burton and CFP CFA Ryan Ignacio as well as the Pints and Portfolios Sunday October 26th 11am to 1pm in Berkeley with Rob and EP Wealth Advisors

New Focus on Wealth with Chad Burton
Certified Financial Planner Chad Burton Talks With Rob Black On Retirement

New Focus on Wealth with Chad Burton

Play Episode Listen Later Oct 7, 2025 39:13


Rob Black & Your Money
Awaiting Shutdown Ending

Rob Black & Your Money

Play Episode Listen Later Oct 7, 2025 44:14


The S and P 500 looked for more developments out of Washington on the current U.S. government shutdown that is now in its second week, EP Wealth's advisor Chad Burton discusses building your wealth, More on the Thursday October 16th Retirement & Wealth Strategies for Your Future seminar at the Palo Alto Elks Lodge with EP Wealth Advisors CFP Chad Burton and CFP CFA Ryan Ignacio as well as the Pints and Portfolios Sunday October 26th 11am to 1pm in Berkeley with Rob and EP Wealth AdvisorsSee omnystudio.com/listener for privacy information.

Rob Black and Your Money - Radio
Certified Financial Planner Chad Burton Discusses Your Retirement

Rob Black and Your Money - Radio

Play Episode Listen Later Oct 3, 2025 40:03


Late Friday headlines and looking back at the week, EP Wealth's advisor Chad Burton discusses building your wealth, More on the Thursday October 16th Retirement & Wealth Strategies for Your Future seminar at the Palo Alto Elks Lodge with EP Wealth Advisors CFP Chad Burton and CFP CFA Ryan Ignacio as well as the Pints and Portfolios Sunday October 26th 11am to 1pm in Berkeley with Rob and EP Wealth Advisors

New Focus on Wealth with Chad Burton
Certified Financial Planner Chad Burton Discusses Your Retirement

New Focus on Wealth with Chad Burton

Play Episode Listen Later Oct 3, 2025 39:15


Rob Black looks at late Friday headlines and looking back at the week, EP Wealth's advisor Chad Burton discusses building your wealth, More on the Thursday October 16th Retirement & Wealth Strategies for Your Future seminar at the Palo Alto Elks Lodge where you can meet EP Wealth Advisors CFP Chad Burton and CFP CFA Ryan Ignacio

Rob Black & Your Money
Certified Financial Planner Chad Burton Discusses Your Retirement

Rob Black & Your Money

Play Episode Listen Later Oct 3, 2025 40:02


Late Friday headlines and looking back at the week, EP Wealth's advisor Chad Burton discusses building your wealth, More on the Thursday October 16th Retirement & Wealth Strategies for Your Future seminar at the Palo Alto Elks Lodge with EP Wealth Advisors CFP Chad Burton and CFP CFA Ryan Ignacio as well as the Pints and Portfolios Sunday October 26th 11am to 1pm in Berkeley with Rob and EP Wealth AdvisorsSee omnystudio.com/listener for privacy information.

Rob Black and Your Money - Radio
Retirement Planning

Rob Black and Your Money - Radio

Play Episode Listen Later Aug 1, 2025 40:47


Looking back at the week, Dealing with Tariffs, More on the Retirement and Wealth Management seminar at the Crowne Plaza in Foster City on Saturday August 2nd at 10am with Chad Burton and Certified Financial Planner Ryan Ignacio from EP Wealth Advisors

Rob Black and Your Money - Radio
Stocks Rose To Fresh Highs Following Solid Earnings

Rob Black and Your Money - Radio

Play Episode Listen Later Jul 31, 2025 33:39


Magnificent Seven titans Microsoft and Meta respectively rose 6 percent and 11.5 percent on the back of better than expected quarterly earnings, Certified Financial Planner Chad Burton talks about planning for retirement, More on the Retirement and Wealth Management seminar at the Crowne Plaza in Foster City on Saturday August 2nd at 10am with Chad Burton and Certified Financial Planner Ryan Ignacio from EP Wealth Advisors

Rob Black and Your Money - Radio
Stocks Tick Higher On Strong GDP Report

Rob Black and Your Money - Radio

Play Episode Listen Later Jul 30, 2025 33:37


Stocks were higher as investors analyzed fresh earnings and awaited the Federal Reserve's interest rate decision, Certified Financial Planner Chad Burton with ideas for a smooth retirement, More on the Retirement and Wealth Management seminar at the Crowne Plaza in Foster City on Saturday August 2nd at 10am with Chad Burton and Certified Financial Planner Ryan Ignacio from EP Wealth Advisors

Rob Black and Your Money - Radio
Mixed Corporate Earnings

Rob Black and Your Money - Radio

Play Episode Listen Later Jul 29, 2025 38:35


This week is a key stretch for corporate earnings with Magnificent Seven names, Certified Financial Planner Chad Burton with ideas for a smooth retirement, More on the Retirement and Wealth Management seminar at the Crowne Plaza in Foster City on Saturday August 2nd at 10am with Chad Burton and Certified Financial Planner Ryan Ignacio from EP Wealth Advisors