New Focus on Wealth with Chad Burton
Certified Financial Planner, Chad Burton discusses important financial planning and wealth management issues. If you want to learn how to plan for retirement and do a better job managing your investment portfolio... this is the show for you.
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New Focus on Wealth w/ Chad Burton
Certified Financial Planner, Chad Burton discusses important financial planning and wealth management issues. If you want to learn how to plan for retirement and do a better job managing your investment portfolio... this is the show for you.
Recent Episodes
Jan. 6, 2026
Certified Financial Planner Chad Burton On Preparing For Retirement
EP Wealth Advisor CFP Chad Burton on great ways to prepare for retirement, plus information on the next seminar with EP Wealth Advisors Chad and Ryan Ignacio at the Palo Alto Elks Lodge January 15th at 6:30pm covering importa...
Jan. 5, 2026
Certified Financial Planner Chad Burton Discusses 2026
Chad talks about the markets on Tuesday 1/5/26 and what we may see the rest of the year, plus more on the next seminar with EP Wealth Advisors Chad and Ryan Ignacio at the Palo Alto Elks Lodge January 15th at 6:30pm covering ...
Oct. 3, 2025
Certified Financial Planner Chad Burton Discusses Your Retirement
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 a...
March 10, 2025
Maximizing Real Estate Wealth & Retirement Planning: Strategies for High-Net-Worth Investors
This episode recaps Chad Burton daily guest spots with Rob Black for the week of July 24th. Sign up for the live retirement event on 2/1 in Palo Alto at . Chad tackles real-world scenario where a high-net-worth investor owns several million in...
Jan. 22, 2025
Chad joins Rob Black to discuss new 401(k) contribution limits and other retirement topics.
Chad joins Rob Black to dive into the latest updates on 401(k) contribution limits for 2025, including new IRS catch-up provisions for older workers, mega Roth strategies, and backdoor Roth IRAs. Explore retirement planning essentials like...
Jan. 15, 2025
2024 market recap, direct indexing and retirement asset allocation.
In this episode, Chad joins Rob Black and dives into key financial market trends, including a recap of December's performance where the S&P 500 dropped, and bonds fell. Chad discusses high expectations for Q4 2024 earnings growth, the elevated...
Dec. 25, 2024
EP Wealth Webinar - Exploring Passive Investment Options - 241216 - audio
Are you looking for ways to optimize your real estate investments and potentially defer taxes? Watch our latest recording where we explore how 1031 exchanges into Delaware Statutory Trusts (DSTs) may potentially provide a path to passive income while...
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