Certified Financial Planner™ Chad Burton brings clarity to important financial planning and wealth management topics, helping listeners better understand how to prepare for retirement and manage their investment portfolios with confidence. Each episode offers practical insights, actionable strategies, and expert perspective for building and protecting wealth.
The show is presented in partnership with EP Wealth Advisors, a nationally recognized investment management, financial planning, and wealth advisory firm ranked among Barron’s Top 15 RIA Firms. EP Wealth Advisors combines deep market insights, decades of experience, and a commitment to exceptional client care.
In today’s constantly changing economic environment, EP Wealth Advisors understands that financial planning is never one-size-fits-all. Their mission is to learn each client’s unique circumstances and create a customized plan to help achieve their goals. With a team of highly credentialed professionals and a history of long-standing client relationships, they deliver integrated investment portfolios and individualized wealth strategies — bringing clarity, confidence, and peace of mind.
Learn more at epwealth.com.