Podcasts about newfocusfinancial

On episode 1190, Chad takes a look around the market before moving on to address listener questions regarding retirement, purchasing homes, and renting. Listen now for more! Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT) Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com

Ep 1189 features special guest Brian Dausch, CFA, a portfolio specialist at T. Rowe Price with roots in the biotech industry. Listen now as Chad and Brian discuss the excitement surrounding biotechnology. Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT) Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com

On this episode of New Focus on Wealth, Chad addresses a retirement question from a listener in the North East. Should you take your pension early to pay off your house? Listen now to learn what Chad thinks about drawing from retirement accounts to pay off mortgages. Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT) Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com  

On the latest episode of New Focus on Wealth, Chad briefly discusses retirement accounts before moving on to 15 things you should do before hiring a financial advisor. If you’re shopping advisors, make sure you give this episode a listen before making another move! Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT) Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com

On this episode of New Focus on Wealth, Chad discusses interest rates, refinancing, and the expected growth of the economy in 2021. Before moving on to retirement outlooks, Chad notes that 63% of companies in the S&P 500 have dividend yields that would provide a higher return than if you were to take the same money and invest it in a 10 year treasury. Listen to episode 1185 to learn more about important retirement information, economic outlooks, and more. Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT) Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com

On this episode of New Focus On Wealth, Chad gives his two cents on the GameStop Frenzy and breaks down where it originated. Next, Chad breaks down the risks of shorting a stock and how hedge funds will adjust moving forward. Listen now for more! Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT) Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com  

On this episode of New Focus On Wealth, Chad starts off with a look at social security. Chad notes that there will eventually be more money being taken from social security than there is funding it. By law, this means that benefits must be cut. Currently, up to 85% of your social security is taxable. That number could increase over time. Listen now to learn more! Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT) Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com

The big news is here! On this episode of New Focus On Wealth, Chad announces that New Focus Financial Group, started in December of 2004, is now EP Wealth. This move takes the team to over 50 CFPs with locations across the country. EP Wealth clients can expect new software and services that will allow the team to take customer care to a new depth. Listen now to learn more about the services of Chad and the EP Wealth team! Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT) Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com

On this episode of New Focus On Wealth, Chad starts off with a quick look at cryptocurrency and what to expect from Bitcoin in 2021. Next, Chad discusses the importance of a balanced retirement portfolio. Chad then further explains different retirement scenarios and how to transition from a retirement accumulation strategy to a disbursement strategy. Listen now for more! Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT) Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com

On this episode of New Focus on Wealth, Chad takes a loot at asset allocation and the outlook from way back in December of 2019. Chad talks further about diversified portfolios and the importance of not missing the best trading days by trying to go all in and all out, noting that if you missed the 10 best trading days of the year your gains would drop down to 2%. Chad then moves on to discuss Bitcoin and how not to analyze it before moving on to talk about retirement. Listen now for more! Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT) Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com

On episode 1179 of the New Focus On Wealth Podcast, Chad starts off with a look at the rallies of 2020 and the impact of the first stimulus package received earlier this year, including a detailed discussion about how while food banks are more crowded than ever, stocks continue trending forward. Next, Chad gets into goal setting for 2021. Listen now for more! Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT) Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com

On this episode of New Focus On Wealth, Chad takes a look at the latest news on the coming stimulus package. After discussing PPP loans and flex spending accounts, Chad moves on to discuss student loans after the CARES ACT, noting that business owners can provide bonuses to employees in the form of a student loan payment with less taxes. Listen now to find out more! Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT) Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com

On the episode of the New Focus On Wealth with Chad Burton Podcast, Chad starts off with a reminder of end of the year market volatility, urging listeners not to make any long term investing decision in the next few weeks. In the following segment, chad breaks down what your household portfolio should look like. In the final segment, Chad takes another look at California’s Proposition 19. Listen now! Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT) Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com

On this episode, Chad starts off with a look at retirement during the pandemic and a look at divorce statistics. He moves on to discuss other effects of the pandemic and his excitement for a vaccine. Chad then encourages business owners to make sure they are properly insured after a year where his family needed to file more claims than usual. Next, Chad talks about social security and the importance of making sure your income is properly reported later in life. Listen now for more! Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT) Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com

Chad begins this episode with a look at the economy and the effects of the pandemic, noting that it has resulted in a larger wealth gap in the country. Chad moves on to encourage listeners to consider giving and explains how you can do it and how it can even benefit you.  Chad closes with a look at Prop 19 estate taxes and how they will change under the Biden administration. Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT) Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com

On this episode, Chad discusses Roth IRAs, 401Ks, and health savings accounts. Next he discusses healthy spending habits and dives deep into retirement, social security, and what to expect from the government when you’re ready to retire. Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT) Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com

Chad starts off with a look at the market as the year comes to end before moving on to an overview of cryptocurrency. In the next segment, Chad goes over the unexpected rally of the market in 2020. Next up is a dive into social security and tax law. Listen now! Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT) Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com

On this episode of the New Focus On Wealth podcast with Chad Burton, we take a look at the incoming Biden administration and the performance of the previous ones. After taking another look at the pandemic, we move on to discussing auto insurance coverage. Finally, we dive into retirement and automatic investing. Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT) Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com

Chad begins this episode with a breakdown of new lockdown restrictions and who will be affected most. We then break down the ongoing effects of the pandemic on the economy, jobs, oil prices, and more. The next segment dives into the correction of the market after the initial dip from the effects of the pandemic. Chad discusses the performance of value vs growth before moving to the final segment where he discusses social security and knowing your tax situation. Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT) Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com

In this episode, Chad starts off with an outlook on retirement portfolios for the next decade and discusses how global equity returns are expected to be higher than the U.S. at 6.7%. Chad notes that high yield and investment-grade bonds have a comparable outlook for the decade. He then moves on to discuss retirement during the pandemic and how the senior population is being affected. Chad ends by discussing the use of the Monte Carlo simulation to project retirement success based on your current portfolio and thousands of different scenarios, note that a grade of 85% is considered successful in this simulation. Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT) Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com

Chad starts off by talking about the effects the Biden Administration will have on retirement planning and the increased unemployment filings. Chad then moves on to discuss the market effects of news of a possible COVID vaccine and the need for a fiscal stimulus package. He then moves on to discuss capital gains taxes before discussing how you should go about donating to your favorite nonprofit organizations from your retirement accounts tax-free. Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT) Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com

On this episode of New Focus on Wealth, Chad starts off by discussing the ongoing election and how the financial world would be impacted. Chad mentions the importance of a stimulus package to support the people hurt most by the corona virus pandemic, those living paycheck to paycheck. Next up is real estate and the long lasting benefits of a 30 year mortgage as opposed to a 15 year. Chad then moves on to some basic financial tips like not buying cars brand new, setting up an LLC in your name, and other family financial tips. Learn more about healthy financial tips on this episode of New Focus on Wealth with Chad Burton. Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT) Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com

On this episode of New Focus On Wealth with Chad Burton, Chad discusses the recent tech pullback and expected volatility due to the election. Chad then moves on to discuss how seven of the worst 10 trading days in history have occurred in just the past decade and what caused them before mentioning the importance of staying the course and letting the market correct itself. Chad’s advice: don’t turn losses on paper into real life losses.   He then moves on to discuss an important question: How much cash do you need to have set aside for your retirement account? Should it be 3 months worth of expenses? 6 months? A year? Press play to figure out just how prepared you are and just how prepared you should be to weather the storms that come with a 35 year retirement.   Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT) Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com

Today Chad Burton talks about the healthcare sector. Tracking healthcare companies is going to be interesting, but how will they be impacted by the election? What about biotech? Logistics? Medical tech? Insurance? We take a look at BlackRock Health Sciences Fund predictions if Trump is re-elected. How will the potential Obamacare repeal impact the healthcare sector? How will things change under Joe Biden? Does it matter who is the president? Do executive orders make a difference? We cover all of this and more on today’s episode of New Focus on Wealth with Chad Burton. Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT) Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com

It’s time to talk about S&P 500 envy. Tech companies have become the largest companies in America and the S&P 500 is dominated by tech because we’re talking about a market-weighted average. Tech has benefitted the most from us being in lockdown for COVID-19. There are algorithms out there created by Facebook to keep us engaged. So that means there are algorithms that are basically driving up the S&P 500 because we’re all stuck at home during COVID-19. With the S&P looking so good, why should you diversify with international stocks for the long game? What about investing in healthcare and industrial companies? Plus, what’s going on with Biden’s tax plan? We’ll talk about that and more on today’s episode of New Focus on Wealth with Chad Burton. Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT) Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com

Big episode today. Host Chad Burton is doing a deep dive review of Q3 and making some observations about what might be coming up in Q4. Plus…Why is the market up with all of the uncertainty? We’ll ask “Is tech too expensive?” with special guest Titania Hanrahan with BlackRock Technology Opportunities Fund. And of course, we can’t talk about our forecast for Q4 without forecasting what the market will look like under Democrats vs Republicans. A lot of that has to do with Biden’s proposed tax changes. Also, we’re going to review why asset allocation works but might feel disappointing. And finally, let’s talk about planning in a time of crisis by reviewing Roth IRAs and Roth conversions, tax loss harvesting, updating your trust now that “stretch IRA” is no more, and whether to refinance or restructure debt. All of this and more on this super-sized episode of New Focus on Wealth with Chad Burton. Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT) Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com

On today’s episode, we’re talking all about real estate with Steve Shigekawa . Let’s take a deep dive into the success of the Nueberger Berman Real Estate (NBRIX) and some interesting decisions they’ve made investing in things like cell phone towers and data centers. We also go into how business travel has been impacted by the pandemic. Should you invest in traditional or modern travel options? Hotels vs. services like Airbnb? Learn all of that and more on today’s episode of New Focus on Wealth with Chad Burton. Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT) Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com

On today’s episode, we’ll take a look at what Trump’s announcement of a stalled stimulus package means for the market. Then, Host Chad Burton welcomes special guest Dain Rasmussen, Senior VP at Inspirato to talk about all of the latest travel news during the pandemic. Topics include: Should you travel to Hawaii? What do you need to get into Costa Rica? There’s also the health angle to consider when traveling. What’s up with everyone purposely overdosing on vitamins? Plus, what are the benefits of a Roth IRA? All of this and more on today’s episode of New Focus on Wealth with Chad Burton. Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT) Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com

In Q3, We had another quarter where growth dominated value. Where does that leave us for Q4? It seems returns are up, but what does that really mean when such a huge percentage of the economy is linked to thinks like tech and insurance this year? It has to do with how the S&P is weighted. We’ll take a deep dive into what to look for in Q4 and more in this episode of New Focus on Wealth with Chad Burton. Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT) Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com

Today, host Chad Burton takes a look at the upcoming election and how it might impact your wealth management and retirement. Enjoy this deep dive into the three scenarios that can happen. But how does the market do under a split government? How should you handle gifts to your heirs? Historically, there are some indications that not much will change. Learn why on this episode of New Focus on Wealth with Chad Burton. Bonus: How has technology saved the S&P during COVID-19? Plus, did you know that PPP loans are taxable income? Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT) Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com

On today’s episode, host Chad Burton digs into the myriad of reasons that your health should be your first priority when considering retirement. When do you retire? When you’re old and everything is lined up to benefit your heirs, but maybe you’re a little too old to enjoy the fruits of your labor? Or do you take an early retirement or a phased retirement? Plus, how will the 2020 election impact the stock market and your investments? We’ll discover all of that and more in this week’s episode of New Focus on Wealth with Chad Burton. Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT) Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com

In today’s episode, Chad Burton talks about estate taxes and how they impact you based on your wealth and your tax bracket. 11.58 million. That’s the benchmark right now for whether or not your heirs will be hit with an estate tax after your passing. How is that going to change under Biden? The wealthy have been paying the lowest taxes in years. You can bet things are going to change. When is it right to move your stock certificates and other assets into a brokerage account in the name of your trust? You’ll find out that and more on today’s episode of New Focus on Wealth with Chad Burton. Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT) Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com

It hasn’t been a great start to the week, but with a knowledge drop from Chad Burton, you’ll learn how to endure and come out ahead. In this episode, Chad shares insights on what to do with your retirement savings if you’re self-employed. We’ll also talk about how too many people don’t realize that Robin Hood income is taxed. And what will the stock market look like if Biden is elected over Trump in the short term and long term? That might depend on whether we’re talking monetary stimulus or fiscal stimulus. All of this and more in this episode of New Focus on Wealth with Chad Burton. Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT) Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com

What are you saving for with your retirement budget?  Are you counting on traveling later? Why not do it now? In today’s episode, host Chat Burton speaks with the folks at Inspirato about how to travel in style on a subscription-based model that will deliver you to beautiful homes around the world. We also talk about where to travel now during the pandemic and where it might be a good idea to skip out on for the time being. All that and more on this week’s episode of A New Focus on Wealth with Chad Burton. Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT) Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com

What are you doing to prepare for retirement? Don’t believe the ads that tell you to pack in a 5 year nest egg. In this episode, host Chad Burton talks about the importance of planning until you’re well into your 90s. And we’re not talking about just your physical or financial health. It turns out the two share a strong correlation. We’ll also avoid the chaotic stock advice on TV (so many screens and arrows) and opt for Monte Carlo simulations and playing the long game. All this and more on today’s episode of A New Focus on Wealth with Chad Burton. Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT) Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com  

Chad opens up the Podcast with a brief analysis of various stocks, making note of a handful of large companies whose stock prices are currently down. Chad then goes on to address the impact of COVID-19. Chad notes the market has revealed harm to the travel and leisure industries, including places that are hurt by a lack of physical shoppers at store locations, while many other industries have been unaffected, or thrived during the pandemic.    He then goes on to discuss tax cuts from 2017, noting that retirees benefited greatly. Chad questions the longevity of these tax cuts after noting the direction of politics in the United States. Chad lists the possible election of Joe Biden as president and the push for affordable healthcare for all Americans as a reason to expect taxes to increase in the near future. He notes the need for planning for taxes and explains that technology has made investing easier than ever.   Next, Chad takes a deeper dive into planning for retirement, urging those approaching retirement to manage their risk. Chad notes the importance of staying clear and engaged in chasing your health and retirement goals. He places emphasis on staying on top of your heart leading up to and during retirement, noting that people that spend all of their new free time in retirement obtaining new investment behavior need to focus more on their overall health and continue to trust their long term financial planning and advisors.    Chad moves on to explain that most people will live longer than they expect to and urges people to plan for that. He encourages his clients to live until age 100, and not to retire until they can afford to live that long. Next, he takes on a question from an anonymous listener who has two forms of retirement savings and over $30,000 in debt. The listener asks Chad about what form of investments he should get into. Instead of instructing the listener on new investments, Chad urges him to get rid of his debt.    Chad brings the episode to an end with some final remarks about tax expectations in the future. He lists healthcare, social security, infrastructure, and others as the main reason we can expect raised taxes. Finally, Chad talks about the importance of finding a financial advisor that can do it all for you; a one-stop shop where you don’t feel the pressure of being sold something, rather a place where you can lay everything out and get a birds-eye view of what is currently happening in your financial life, and what could happen in different scenarios.   Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT) Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com

If you’re maxing out your 401K, you’re probably wondering what to do next. There are so many options: Roth IRAs, Backdoor Roth IRAs, and more. Host Chad Burton is here to help with an advanced flow chart that is the perfect starting point. Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT) Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.

In this episode, host Chad Burton breaks down his opinion on stock splits and how they will impact the market now and in the future. He also gives a guided overview of how those splits might look in various S&P, 500s, ETFs, and more. Plus, thinking about investing in real estate to create a tax deduction? Maybe hold up until you give this a listen.   Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT)   Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.

Retirement today has changed especially where and how you can travel. Where can you travel during COVID times? Dain Rasmussen the Senior Vice President at Inspirato shares this and much more with us on this episode.  Topics discussed:  What is Inspirato? Mega Backdoor Roth IRA  Article from show:  https://newfocusfinancial.com/supercharge-your-tax-free-account-balances-with-mega-backdoor-roth-conversions/   Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT)   Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.

Topics discussed:  Life Insurance as an investment Questions to ask when looking for a financial advisor. Disability Insurance S&P 500 vs. Global Diversity Balanced Portfolio. What happened over the last 20 years. Email Chad@chadburton.com if you’d like this document from BlackRock.   Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT)   Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.

Is Trump’s executive order legitimate or not? Small businesses, real estate, unemployed peoples and more are hurting right now, and Congress just can’t seem to get anything done. Today I explain why this order is set to be a disaster in more ways than one. Other topics: Wiping out taxes on RMD’s Retirees no longer itemizing deductions Customized individual 401k options Things I am doing to improve my sleep quality   Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT)   Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.

Why is the market doing so well when everything feels so awful? 84% of S&P 500 companies have reported earnings so far and the good news is 60% have reported a positive revenue surprise after analysts downgraded their expectations. The bad? Compared to Q2 2019 we’ve declined by 35.7%, the largest year over earnings decline since 2008. Other topics: Small business closures & relief Is price-to-book ratio flawed and outdated? Maximizing home workouts   Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT)   Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.

Covid struggles appear to be ramping up again with more people either struggling to find work or keep their business afloat, while others must juggle homeschooling with working from home. Covid is causing us to take another look at our investments and determine what we want to hang on through this if productivity stays low and unemployment continues to stay high. Other topics include: A better covid relief proposal How covid is hitting social security Paying off your primary mortgage vs. rental property first POD and TOD pros and cons Should you stick with your value funds? Boosting your immune system with oil pulling   Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT)   Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.

There are a myriad of things to think about, discuss and plan for before you retire. Checklists help you get organized and provide a great starting point before you go see your Certified Finical Planner ™. Today I discuss what is on my retirement plan checklist.  Email me for a copy Chad@ChadBurton.com   Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT)   Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.  

The way we look at fixed income for retirement is always changing. The customary 4% withdrawal rule we all know has changed to be more of a 3.5% rule. Today I discuss the basic “rule of thumb” for financial planning and explain the smiley face spending curve in retirement. Other topics: Unreliable online retirement calculators How has the covid recession changed your spending habits? Not making the typical retirement mistakes Why aren’t we talking about improving immune systems to help beat covid?   Click HERE to register for the FREE Investing & Retiring Post-Pandemic webinar. Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT)   Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.

Don’t lose your equity trying to constantly flip your way up to the better house. Allow me to clarify the flip, flip, flip, crash scenario. Diversify the home equity you create! Other topics include: Moving up and keeping your previous home as a rental property Vacation home traps and other real estate mistakes Tax mistakes in retirement   Click HERE to register for the FREE Investing & Retiring Post-Pandemic webinar. Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT)   Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.

Risk on, risk off. The shortened week of trading was an interesting one to watch as the volatility we have seen this year is akin to Great Depression era. There is more confidence than warranted in this V-shaped recovery as we inch towards a coronavirus vaccine. Even though covid continues to be a strain on the economy, the S&P 500 posted a 3% gain last week and is trading at 22x earnings! Realize your risk tolerance and don’t make emotional mistakes. Other topics include: Stocks that are driving the market A lost decade of investors What’s going on with FSA accounts? PPP loan extensions Where are investors putting their money? The “flip, flip, flip, CRASH” scenario   Click HERE to register for the FREE Investing & Retiring Post-Pandemic webinar. Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT)   Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.

"Rob Black & Your Money” - Radio Show May 14 –KDOW 1220 AM (7a to 9a) – Panera, Yahoo, Home Affordability, household debt & more   Call the show live 800-516-1220See omnystudio.com/listener for privacy information.

  Chad Burton, CFP®, discusses several questions facing those planning for retirement.  Topics discussed include: *  ETF news including frontier markets*  Emerging markets and foreign bond funds *  Phone calls on Ira to Roth conversions *  Where to invest emergency funds *  Why annuities are bad for young investors *  Value versus momentum investing*  Aging population may help keep rates lowEmail your money question to chad@newfocusfinancial.com, or call the show at 1-800-516-1220 from 1:00 p.m. to 2:00 p.m. (PDT) Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.newFocusFinancial.com.  See omnystudio.com/listener for privacy information.

      Chad Burton, CFP®, discusses how you go about to align your retirement income goals with your estate planning goals.as well as:     Charitable remainder trust Beneficiary mistakes Gifting low basis stock to your church or charity rather than cash.   Email your money question to chad@newfocusfinancial.com, or call the show at 1-800-516-1200 from 1:00 p.m. to 2:00 p.m. (PDT)   Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.newFocusFinancial.com.   Commercial-FreeSee omnystudio.com/listener for privacy information.