Podcast appearances and mentions of chad burton

We've had nine consecutive up weeks for the S and P 500, Certified Financial Planner Chad Burton from EP Wealth discusses planning for retirement, More on the next seminar at the Crowne Plaza Foster City on Thursday June 11th from 6:30pm to 8:30pm with Chad Burton, CFP and Ryan Ignacio, CFA, CFP of EP Wealth Advisors

We've had nine consecutive up weeks for the S and P 500, Certified Financial Planner Chad Burton from EP Wealth discusses planning for retirement, More on the next seminar at the Crowne Plaza Foster City on Thursday June 11th from 6:30pm to 8:30pm with Chad Burton, CFP and Ryan Ignacio, CFA, CFP of EP Wealth AdvisorsSee omnystudio.com/listener for privacy information.

The S and P 500 was relatively unchanged as West Texas Intermediate crude futures rose 7 percent to around 93 dollars a barrel and Brent crude climbed 6 percent to around 96 dollars, Nvidia unveiled a new processor for personal computers, More on the next seminar at the Crowne Plaza Foster City on Thursday June 11th from 6:30pm to 8:30pm with Chad Burton, CFP and Ryan Ignacio, CFA, CFP of EP Wealth Advisors

The S and P 500 was relatively unchanged as West Texas Intermediate crude futures rose 7 percent to around 93 dollars a barrel and Brent crude climbed 6 percent to around 96 dollars, Nvidia unveiled a new processor for personal computers, More on the next seminar at the Crowne Plaza Foster City on Thursday June 11th from 6:30pm to 8:30pm with Chad Burton, CFP and Ryan Ignacio, CFA, CFP of EP Wealth AdvisorsSee omnystudio.com/listener for privacy information.

What to know about Micron, how will Artificial General Intelligence affect the markets, More on the next seminar at the Crowne Plaza Foster City on Thursday June 11th from 6:30pm to 8:30pm with Chad Burton, CFP and Ryan Ignacio, CFA, CFP of EP Wealth Advisors

What to know about Micron, how will Artificial General Intelligence affect the markets, More on the next seminar at the Crowne Plaza Foster City on Thursday June 11th from 6:30pm to 8:30pm with Chad Burton, CFP and Ryan Ignacio, CFA, CFP of EP Wealth AdvisorsSee omnystudio.com/listener for privacy information.

The 12 month inflation rate at 3.8 percent, Certified Financial Planner Chad Burton from EP Wealth discusses planning for retirement, More on the next seminar at the Crowne Plaza Foster City on Thursday June 11th from 6:30pm to 8:30pm with Chad Burton, CFP and Ryan Ignacio, CFA, CFP of EP Wealth Advisors

The 12 month inflation rate at 3.8 percent, Certified Financial Planner Chad Burton from EP Wealth discusses planning for retirement, More on the next seminar at the Crowne Plaza Foster City on Thursday June 11th from 6:30pm to 8:30pm with Chad Burton, CFP and Ryan Ignacio, CFA, CFP of EP Wealth AdvisorsSee omnystudio.com/listener for privacy information.

Patrick O'Hare of Briefing.com on the current markets, A strong earnings season has propelled stocks to a record this month, More on the next seminar at the Crowne Plaza Foster City on Thursday June 11th from 6:30pm to 8:30pm with Chad Burton, CFP and Ryan Ignacio, CFA, CFP of EP Wealth Advisors

Patrick O'Hare of Briefing.com on the current markets, A strong earnings season has propelled stocks to a record this month, More on the next seminar at the Crowne Plaza Foster City on Thursday June 11th from 6:30pm to 8:30pm with Chad Burton, CFP and Ryan Ignacio, CFA, CFP of EP Wealth AdvisorsSee omnystudio.com/listener for privacy information.

Both indexes reached new all-time intraday highs, Certified Financial Planner Chad Burton from EP Wealth discusses planning for retirement, More on the next seminar at the Crowne Plaza Foster City on Thursday June 11th from 6:30pm to 8:30pm with Chad Burton, CFP and Ryan Ignacio, CFA, CFP of EP Wealth Advisors

Filtering through the "noise" on Wall Street and pointing out the current market issues and news stories that truly affect your path to retirement. Sponsored by EP Wealth Advisors. Certified Financial Planner Chad Burton joins Rob Black discussing retirement solutions.

Both indexes reached new all-time intraday highs, Certified Financial Planner Chad Burton from EP Wealth discusses planning for retirement, More on the next seminar at the Crowne Plaza Foster City on Thursday June 11th from 6:30pm to 8:30pm with Chad Burton, CFP and Ryan Ignacio, CFA, CFP of EP Wealth AdvisorsSee omnystudio.com/listener for privacy information.

What happened this week on Wall Street, What to remember about divorce, More on the next seminar at the Crowne Plaza Foster City on Thursday June 11th from 6:30pm to 8:30pm with Chad Burton, CFP and Ryan Ignacio, CFA, CFP of EP Wealth Advisors

What happened this week on Wall Street, What to remember about divorce, More on the next seminar at the Crowne Plaza Foster City on Thursday June 11th from 6:30pm to 8:30pm with Chad Burton, CFP and Ryan Ignacio, CFA, CFP of EP Wealth AdvisorsSee omnystudio.com/listener for privacy information.

Iran's supreme leader issued a directive to keep enriched uranium within the country, Certified Financial Planner Chad Burton from EP Wealth discusses planning for retirement, More on the next seminar at the Crowne Plaza Foster City on Thursday June 11th from 6:30pm to 8:30pm with Chad Burton, CFP and Ryan Ignacio, CFA, CFP of EP Wealth Advisors

Iran's supreme leader issued a directive to keep enriched uranium within the country, Certified Financial Planner Chad Burton from EP Wealth discusses planning for retirement, More on the next seminar at the Crowne Plaza Foster City on Thursday June 11th from 6:30pm to 8:30pm with Chad Burton, CFP and Ryan Ignacio, CFA, CFP of EP Wealth AdvisorsSee omnystudio.com/listener for privacy information.

Patrick O'Hare of Briefing.com on the current markets, S and P 500 rises as markets await Nvidia's earnings, More on the next seminar at the Crowne Plaza Foster City on Thursday June 11th from 6:30pm to 8:30pm with Chad Burton, CFP and Ryan Ignacio, CFA, CFP of EP Wealth Advisors

Patrick O'Hare of Briefing.com on the current markets, S and P 500 rises as markets await Nvidia's earnings, More on the next seminar at the Crowne Plaza Foster City on Thursday June 11th from 6:30pm to 8:30pm with Chad Burton, CFP and Ryan Ignacio, CFA, CFP of EP Wealth AdvisorsSee omnystudio.com/listener for privacy information.

Stocks fell as a jump in bond yields threatened the bull market, Memorial Day Travel Expected to Set Records, More on the next seminar at the Crowne Plaza Foster City on Thursday June 11th from 6:30pm to 8:30pm with Chad Burton, CFP and Ryan Ignacio, CFA, CFP of EP Wealth Advisors

As Regional Director for EP Wealth Advisors, Chad helps clients pursue personal financial goals through comprehensive planning, while supporting growth across his region. He works with individuals and families seeking clarity across retirement, income needs, and legacy priorities

Stocks fell as a jump in bond yields threatened the bull market, Memorial Day Travel Expected to Set Records, More on the next seminar at the Crowne Plaza Foster City on Thursday June 11th from 6:30pm to 8:30pm with Chad Burton, CFP and Ryan Ignacio, CFA, CFP of EP Wealth AdvisorsSee omnystudio.com/listener for privacy information.

Looking back at Alphabet Google over the year so far, Do you sell in this current market, More on the next seminar at the Crowne Plaza Foster City on Thursday June 11th from 6:30pm to 8:30pm with Chad Burton, CFP and Ryan Ignacio, CFA, CFP of EP Wealth Advisors

Looking back at Alphabet Google over the year so far, Do you sell in this current market, More on the next seminar at the Crowne Plaza Foster City on Thursday June 11th from 6:30pm to 8:30pm with Chad Burton, CFP and Ryan Ignacio, CFA, CFP of EP Wealth AdvisorsSee omnystudio.com/listener for privacy information.

EP Wealth Advisor CFP Chad Burton on great ways to prepare for retirement, plus information on the next Pints and Portfolios will be in San Mateo this Saturday May 16th from 11am to 1pm with EP Wealth Advisors Ryan Ignacio CFA CFP and Julie Chan-O'Rourke CFP

Watch the YouTube version of this episode HEREMost law firm owners know they're doing too much — but identifying the real bottleneck is often harder than expected. In this episode, Chad Burton and Tyson Mutrux discuss the common warning signs that a firm owner is overloaded and why trying to both practice law and manage operations can slow growth. They explain why popular business frameworks don't work for every firm and why the right structure depends heavily on the individual owner's strengths, goals, and capacity.The conversation explores how law firms can scale more effectively through better operational models, including leadership teams, outsourced functions, and Managed Service Organizations (MSOs). Tyson shares how these models can help firms improve efficiency, build stronger systems, and create more valuable long-term exit opportunities without requiring the owner to manage every detail personally.The episode also looks ahead at the role of AI in transforming legal operations. From intake systems to document organization and discovery workflows, AI is rapidly reducing administrative workload and enabling firms to operate with greater speed and precision. Tyson explains why the concept of an AI-first law firm is quickly becoming realistic and how firms can begin preparing now.0:54 Can owners realistically both practice law and run a firm?2:03 Why some founders succeed with limited caseloads3:00 Problems with the visionary vs integrator model4:33 Why business frameworks don't work for every firm10:25 Evolution from consulting to Law Firm OS platform12:46 How MSOs are reshaping law firm operations15:10 Creating scalable infrastructure for long-term exits20:06 Fee sharing and referral incentives in Arizona25:04 Differences between litigation and transactional firms27:26 Why MSOs are not the right fit for every firm31:31 Is a fully AI-powered law firm possible today?43:40 AI tools for document analysis and discovery automationTune in to today's episode and checkout the full show notes here. Connect with Chad:Website Linkedin  XResources:Join the Guild MembershipSubscribe to the Maximum Lawyer Youtube ChannelFollow us on InstagramJoin the Facebook GroupFollow the Facebook PageFollow us on LinkedIn

Stocks rose with chip stocks rallying as Wall Street tried to recover from back-to-back losing sessions, Certified Financial Planner Chad Burton on retirement strategies, More on the next seminar with EP Wealth Advisors CFP's Chad Burton and Ryan Ignacio at the Palo Alto Elks Lodge today January 15th at 6:30pm covering important tax strategies and more

Patrick O'Hare of Briefing.com on the current markets, Stocks moved lower for a second day, pulling back further from record levels, More on the next seminar with EP Wealth Advisors CFP's Chad Burton and Ryan Ignacio at the Palo Alto Elks Lodge this Thursday January 15th at 6:30pm covering important tax strategies and more

The S and P 500 fell as investors absorbed the latest inflation reading 2.7 percent and weighed whether Trump's credit card price controls will come to fruition, Certified Financial Planner Chad Burton on retirement strategies, More on the next seminar with EP Wealth Advisors CFP's Chad Burton and Ryan Ignacio at the Palo Alto Elks Lodge this Thursday January 15th at 6:30pm covering important tax strategies and more

The Department of Justice opened a criminal investigation into Federal Reserve Chair Jerome Powell, Certified Financial Planner Chad Burton on retirement strategies, 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

S and P and Dow heading for all time high, Certified Financial Planner Chad Burton on retirement strategies, 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

The Dow Jones Industrial Average rose while the Nasdaq came under pressure as investors moved away from technology stocks and Nvidia, Apple and Oracle pulled back, Certified Financial Planner Chad Burton on retirement strategies, 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

Patrick O'Hare of Briefing.com on the current markets, The S and P 500 and Dow Jones Industrial Average notched fresh all-time intraday records building on their strong starts to 2026, 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

The DJIA rose led by Amazon a day after a rally in the previous session sent it to record levels, Certified Financial Planner Chad Burton from EP Wealth Advisors discusses important tips to consider for 2026, 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

Certified Financial Planner Chad Burton looks ahead to what we might see in 2026, What to know about preparing for retirement, 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

What the new year means to you and investing, How the sports industry will change in 2026, 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

Looking back at 2025 with a Year in Review, The Future for Netflix, 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

S and P 500 slides but set to close 2025 with 17 percent gain, Stocks are riding a three-session losing streak although the declines have been mild, 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

Stocks were trending lower after the S and P 500 posted back-to-back losses amid mounting pressure across the tech sector, Las Vegas Tourism Slump Continues, 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

Stocks fell spurred by losses in technology after the S and P 500 scaled to fresh record levels last week, The artificial intelligence trade came under a bit of pressure, 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

Where we stand at the end of 2025, Crazy weather in California, 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

The influence of Artificial Intelligence, The rise of Online Betting, 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

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

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

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

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

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

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

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