New Focus on Wealth with Chad Burton

Listen to the latest from Certified Financial Planner Chad Burton as he provides his regular market updates before discussing all things involved in the world of wealth building and financial planning.  On this episode, Chad answers questions from listeners on identity theft and retirement accounts, specifically describing how people who make too much money to fund a Roth can fund a Roth. Chad also revisits last episode’s discussion on FDIC Insurance. Listen now. Email your money question to chad@chadburton.com.  Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com

The latest episode of New Focus On Wealth addresses misconceptions about FDIC Insurance after the collapse of Silicon Valley Bank. Next, Chad discusses the common misunderstanding about Life Insurance as an investment, noting how exposure to stocks in these accounts prevents you from being able to take advantage of dividends. Finally, Chad talks about long-term care insurance and how to weigh the pros and cons of keeping or losing your insurance in the case of increased rates. Don’t miss the latest from Certified Financial Planner Chad Burton. Email your money question to chad@chadburton.com.  Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com

This episode of New Focus On Wealth discusses bonds and the variables to consider with an inverted yield curve. Though short-term bonds currently yield a higher return, are they truly the best option? Get Chad’s latest market update on topics like safe money in retirement, tax planning, inflation, and much more. Listen now! Email your money question to chad@chadburton.com.  Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com

Chad addresses one of the most important questions that we will face in our lives, “how do you know when you’re ready to retire?” Listen as this episode breaks down the various expenses to consider such as taxes, entertainment, and healthcare in the later stages of life. Listen now and familiarize yourself with the tests you can use to determine your readiness for a happy and successful retirement with Certified Financial Planner Chad Burton. Email your money question to chad@chadburton.com.  Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com

Hear the latest from Rob and Chad’s ongoing discussion on all things retirement planning and wealth building.  In this episode, Chad breaks down his belief in the importance of having 3 years of portfolio draws in cash readily available. Next, Rob seeks insight from Chad on sequence of returns during retirement. Listen now! Email your money question to chad@chadburton.com.  Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com

Rob and Chad discuss rates of return and how long term investing can provide steady results, even when entering the market at less than ideal times. Check out the latest episode of Joining Me Now! Email your money question to chad@chadburton.com.  Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com

Listen to the latest episode of Joining Me Now as Rob and Chad dive into the hot topics in the world of retirement planning. This episode features a discussion on safe money and balanced portfolios with Chad explaining how the meaning of a “balanced portfolio” has completely changed over the years to reflect the status of interest rates. Listen now! Email your money question to chad@chadburton.com.  Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com

On this edition of New Focus on Wealth, Chad talks about new legislation that allows people to save for retirement by making student loan payments. Don’t miss this episode as Certified Financial Planner Chad Burton gives you 40 minutes of retirement and tax planning insight to consider for 2023. Email your money question to chad@chadburton.com.  Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com

The latest episode of New Focus on Wealth features a conversation on health in retirement. Don’t miss this insightful episode with Certified Financial Planner Chad Burton as he goes over what he does to maintain a healthy lifestyle that allows him to enjoy the fruits of his labor as he plans for his own retirement. If you’re curious if you’re falling behind on your health, listen now! Email your money question to chad@chadburton.com.  Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com

Listen to the latest episode of  New Focus on Wealth where Chad explains how you can earn interest on your safe money and how much you need to afford your retirement. Click play and find your financial clarity with Certified Financial Planner Chad Burton. Email your money question to chad@chadburton.com.  Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com

Chad opens up 2023 with a discussion on retirement accounts and the change in legislation that allows you to push required minimum distributions to age 73. Next, Chad talks about gifting and how it relates to your tax situation. Start the new year off with an insightful discussion on retirement planning by listening to the latest episode with Certified Financial Planner Chad Burton. Email your money question to chad@chadburton.com.  Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com

Certified Financial Planner Chad Burton compares the last 5 years of stock returns to crypto. Next, a discussion on inflation and balancing 401k and Roth contributions. How much should you be putting in each account, and why? Listen now to hear the latest on these topics and more on New Focus on Wealth. Email your money question to chad@chadburton.com.  Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com

In this episode, Chad discusses why trying to time the market is a fool's game and what you don’t want to hear from someone you’re paying to help navigate your finances. What’s the truth about the relationship between stocks and bonds? Listen now for the latest insight on the hottest topics of financial planning with Certified Financial Planner Chad Burton. Email your money question to chad@chadburton.com.  Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com

On this episode, Chad discusses Tax Loss Harvesting and how you can use a down market to your benefit. Tax season is right around the corner, don’t miss this episode! Listen now as Chad goes over topics that are crucial to not only your tax planning but your retirement plan as a whole. Email your money question to chad@chadburton.com.  Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com

Listen to the latest episode as Rob and Chad discuss tax planning for retirement and the new perspective retirees will have to adapt to as they move from building wealth to living off of it. Is your portfolio ready to make that transition? Listen now to find out! Email your money question to chad@chadburton.com.  Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com

The latest episode of New Focus On Wealth featured a look around the market and a discussion on how to handle the economic turbulence that may be right around the corner. Listen now as Chad explains why panic selling is the worst thing you can do in a bear market. Email your money question to chad@chadburton.com.  Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com

Listen to the latest episode of Joining Me Now as Rob and Chad help you navigate through some of the commonly overlooked problems that occur with improper  tax and estate planning.  Are you putting you and your family in the best position to keep your hard earned dollars after retirement? Listen now to find out! Email your money question to chad@chadburton.com.  Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com

Rob and Chad discuss what retirees are doing to maximize their enjoyment of retirement, noting that those staying busy and taking care of their diet and exercise are often happier than those who plan to retire earlier with no vision of what they want to do to keep them busy. Next, a discussion on preparing for health-related expenses in retirement and why you should account for a 5-6% cost increase year to year. Listen now to hear the latest on all things retirement-related from Rob and Chad! Email your money question to chad@chadburton.com.  Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com

On the latest episode of Joining Me Now, Rob and Chad discuss building wealth for retirement and the various tools you can use to do so. High-interest savings accounts, bonds, and even mortgages are just a few of the tools broken down into detail. Listen now, and don’t miss out on the opportunities of today’s economy. Email your money question to chad@chadburton.com.  Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com

The latest episode of Joining Me Now, featuring hosts Rob Black and Chad Burton, addresses what those entering retirements are doing to address current market conditions and inflation. Listen now as this dynamic duo talks about transitioning your portfolio from the accumulation phase to the income phase. Which accounts do you draw from first? What can you do to protect yourself from downturns in the market? Listen now to find out! Email your money question to chad@chadburton.com.  Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com