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 with Chad Burton

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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...

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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...

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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...

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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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Dec. 10, 2024

Active Vs. Passive Real Estate, 1031 exchanges, DSTs, 721 Exchange

In this episode, Chad Burton joins Rob Black to uncover the secrets of turning underperforming real estate into a reliable source of passive income. Learn how to spot problem rental properties and transform them into opportunities through strategies...

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Nov. 20, 2024

Understanding Valuations: Analyzing The S&P 500 & Growth vs. Value

In this episode of New Focus on Wealth, host Chad Burton, a Certified Financial Planner, discusses the current state of the market as we approach the end of the year. He highlights a busy period marked by clients selling businesses and estate planning...

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