Episodes
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...
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...
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...
Oct. 25, 2024
Opportunities In REITs & Passive Income
In this engaging episode of "New Focus on Wealth," certified financial planner Chad Burton delves into the intricacies of the current financial landscape, offering listeners a comprehensive market update that highlights the impressive performance of...
Oct. 9, 2024
Understanding Assumable Mortgages & Evaluating The Decision To Roll Over A 401k To An IRA
In this episode of "New Focus on Wealth," certified financial planner Chad Burton delves into the intricacies of the current financial landscape, offering listeners a comprehensive analysis of market trends, interest rates, and investment strategies....
Sept. 26, 2024
Navigating Market Highs: Investment Strategies & Charitable Giving
In this episode, Chad Burton provides a comprehensive market update, highlighting significant gains in various indices, including the NASDAQ and S&P 500, while also discussing the recent rally in the bond market due to declining interest rates. He...
Sept. 24, 2024
Health & Wealth: Strategies For A Fulfilling Retirement
In this episode, Rob Black and certified financial planner Chad Burton discuss various aspects of personal finance, retirement planning, and the impact of inflation on financial decisions. They delve into common retirement questions, particularly the...
Sept. 23, 2024
Retirement Withdrawal Strategies
In this episode, Rob Black and certified financial planner Chad Burton discuss the current state of the financial markets, particularly focusing on the historical performance of September and the implications for retirement planning. They highlight...
Sept. 20, 2024
The Fed's 50 Basis Point Cut
In this episode, host Rob Black and certified financial planner Chad Burton discuss the recent 50 basis point cut by the Federal Reserve and its implications for the economy and investment strategies. They analyze the current market conditions,...
Sept. 19, 2024
The Federal Reserve's Impact On Your Retirement
In this episode, Rob Black and certified financial planner Chad Burton discuss various aspects of personal finance, particularly focusing on retirement planning and the current economic climate. They highlight an upcoming event on income and...
Sept. 13, 2024
Retirement Planning Essentials
In this episode, Chad & Rob discuss essential topics related to retirement planning and wealth management. They emphasize the importance of preparing for retirement well in advance, ideally starting serious planning around age 55, and highlight...
Sept. 12, 2024
The Current Economic Landscape In This Political Climate
In this episode, Chad and Rob discuss the current economic landscape, focusing on inflation, taxes, and retirement planning. They analyze the recent inflation report and its implications for families and retirees, emphasizing the rising costs of...
Sept. 5, 2024
Evaluating Rental Properties For Net Income & Considering 1031 Exchanges
This episode covers various financial topics related to personal finance, wealth management, and investment strategies. Chad discusses the importance of planning for retirement, including strategies for turning retirement savings into a reliable...
Aug. 29, 2024
The Impact of Proposed Tax Reforms
This episode focuses on various financial topics discussed by certified financial planner Chad Burton. He covers updates on the stock market, including the performance of different indexes and the potential impact of NVIDIA's earnings report....
Aug. 21, 2024
Identity Theft Safeguards & Long-Term Care Options
This episode focuses on various financial topics, including market updates, identity theft protection, and planning for long-term care costs. Certified financial planner, Chad Burton, discusses the current market trends, such as the performance of...
Aug. 15, 2024
Active vs. Passive Management in Asset Classes
This episode focuses on various financial topics discussed by Certified Financial Planner, Chad Burton. He provides a market update, discussing the performance of different indices and the impact of interest rates on investments. Chad also delves into...
Aug. 7, 2024
Market & Economic Update: What Is Driving Volatility?
This episode focuses on the recent market volatility, the importance of asset allocation, and the impact of recent economic events on investments. Chad also delves into the intricacies of rental properties, insurance coverage, and the use of target...
Aug. 2, 2024
Strategies for Selling Covered Calls, Capital Gains Tax & 529 Plans
This episode discusses various financial topics, including market updates, strategies for selling covered calls to create income on large stock positions, estate planning considerations, capital gains tax implications, and the flexibility of 529 plans...
July 18, 2024
Sudden Shift On Wall Street, Small Caps Surge as Fed Rate Cuts Loom
In this episode, Chad & Rob discuss the sudden shift on Wall Street towards rewarding small cap companies, particularly the Russell 2000 which is up 11.7% year to date. Patrick O'Hare from briefing.com explores the unprecedented move and its...
July 17, 2024
All Star's National Anthem, Wall Street Updates & Amazon Prime Day
In this episode, Chad & Rob discuss various topics related to personal finance, wealth management, and tax-conscious retirement portfolios. Chad and the host talk about the recent national anthem controversy at the All-Star Game, the current state...
July 12, 2024
Strategies For Managing Investments To Minimize Taxes In Retirement
This episode features a discussion between Rob Black and certified financial planner Chad Burton on the topic of building a tax-conscious retirement portfolio. They delve into the importance of strategically managing investments to minimize taxes in...