Episodes
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...
July 11, 2024
Concentration in the S&P 500
This episode focuses on various financial topics, including portfolio allocation, tax strategies, and real estate investments. Chad Burton, a certified financial planner, discusses the concentration of the S&P 500, the importance of...
July 8, 2024
Build A Tax-conscious Retirement Portfolio
Chad & Rob discuss strategies for building a tax-conscious retirement portfolio. Chad emphasizes the importance of tax-efficient investing and retirement planning, especially as individuals transition from wealth accumulation to wealth management....
July 5, 2024
Should You Give Your Money To Younger Generations While Alive?
On this episode of New Focus on Wealth, host Chad Burton, a certified financial planner, delves into important money matters and financial advice. He discusses whether it's wise to give money to younger generations while still alive, particularly for...
June 24, 2024
Real Estate Investment Strategies
On this episode of New Focus on Wealth, Certified Financial Planner Chad Burton discusses the topic of real estate and 1031 exchanges. He explains how a 1031 exchange allows individuals to sell a property used in trade or business, such as rental or...
June 21, 2024
Having Safe Money In Your Investment Portfolio
This episode of New Focus on Wealth with Chad Burton addresses the importance of having safe money in your investment portfolio, especially as you approach retirement. Chad discusses the significance of having two to three years of safe money to avoid...
June 6, 2024
The Importance of Reinvesting Dividends & Balancing Safety & Growth in Retirement Planning
This episode focuses on financial planning strategies, particularly in relation to investing, dividends, and retirement planning. Chad discusses the importance of reinvesting dividends to build wealth, provides insights on market updates, and offers...
May 31, 2024
Trump Conviction, Market Update, Direct Indexing & 1031 Exchanges
This episode covers a wide range of financial topics. Chad discusses the Trump convictions, bias in news reporting, the market reactions to current events, the impact of the Trump tax cuts, and the performance of various sectors and indices in the...
May 23, 2024
Understanding Asset Allocation
The podcast episode focuses on various financial topics such as market updates, asset allocation, bond funds, and tax planning in retirement. The host, Chad Burton, discusses the importance of proper asset allocation, the differences between money...
May 15, 2024
Leveraging AI in Financial Planning & Investing
On this episode of New Focus on Wealth, host Chad Burton, a certified financial planner, discusses market and earnings updates for the first quarter of 2024. He shares insights from FactSet's Earnings Insight report, noting that 92% of S&P 500...
May 9, 2024
Demystifying Social Security & Investment Strategies
This episode features Chad Burton discussing various financial topics such as the stock market, retirement planning, Social Security, real estate, and estate planning. Chad provides insights on the current state of the market, the challenges facing...
May 6, 2024
The Current Economic Landscape, Market Trends, Interest Rates, & Inflation
The podcast episode features Chad & Rob discussing various financial topics related to wealth management, retirement planning, and estate protection. Throughout the episode, Chad covers a range of subjects, including the current economic...
April 25, 2024
The World Of EVs & Health Savings Account Strategies
This podcast episode focuses on various financial topics, health tips, and investment strategies discussed by certified financial planner Chad Burton. In the episode, Chad provides insights on the current market trends, including the impact of tech...
April 18, 2024
The Wealth-Health Connection
This podcast episode focuses on various financial topics, including market updates, investment strategies, and insurance considerations. The host, Chad Burton, discusses the recent market trends, highlighting the performance of different indexes and...
April 11, 2024
Balancing Wealth & Health: Financial Planning & Wellness Tips
This episode focuses on a variety of financial topics, including current news on consumer prices, market performance, interest rates, and alternative investments. Chad provides insights on the latest data on consumer prices, market trends, and the...
April 4, 2024
Smart Tax Moves: 1031 Exchanges, DSTs & Charitable Remainder Trusts
This podcast episode discusses various financial topics, including market numbers, stock and bond market performance, interest rate-sensitive assets, tax considerations, and real estate investment strategies. Chad provides insights on market trends,...
March 21, 2024
Managing Insurance Costs & Exploring the World of Timeshares
The podcast episode discusses various financial topics, including the current market trends, the impact of interest rates on different sectors, and the challenges faced by the insurance industry. The host, Chad Burton, shares insights on the...
March 18, 2024
Retirement Planning, Tax Strategies & The New Law Regarding 529 Plans
This podcast episode features certified financial planner Chad Burton and Rob Black discussing various financial topics related to retirement planning, tax strategies, and investment decisions. Chad highlighted the importance of careful financial...
March 8, 2024
Stress Testing Your Financial Plan
In this podcast, Chad and Rob discuss various aspects of personal finance, wealth management, and estate planning. Throughout the episode, Chad and Rob delved into topics such as stress testing financial plans, the importance of estate planning, and...