Episodes - Page 3 | New Focus on Wealth with Chad Burton

Feb. 5, 2024

Building A Retirement Portfolio & Proper Asset Allocation

In this episode, host Chad & Rob discusses the importance of building a retirement portfolio and proper asset allocation. Chad emphasizes the stages of wealth accumulation and management and introduces the seven steps for retirement readiness. He...

Feb. 2, 2024

Retirement, Cognitive Health & The Gut-Brain Connection

The episode kicks off with a discussion on the seven steps to retirement readiness. Chad emphasizes the need for a comprehensive financial plan that goes beyond just having enough savings. He highlights the importance of tax efficiencies, safe money...

Feb. 1, 2024

Diversifying Company Stock, Strategies For 401k Rollovers & Impact Of Diet And Lifestyle On Inflammation

The episode starts with a discussion on the potential rate cut by the Fed and its impact on the market. Chad also highlights the importance of diversifying your portfolio, especially if you are overweight in company stock. He shares strategies for...

Jan. 29, 2024

Risks Associated With Concentrated Stock Positions & Importance Of Diversification

In this episode of New Focus on Wealth, certified financial planner Chad Burton dives into the important topics of retirement readiness and managing concentrated stock positions. Chad begins by sharing his personal experience attending his father's...

Jan. 18, 2024

The Recent Market Rally & The Potential Impact Of Interest Rate Cuts

In this episode of New Focus on Wealth, host Chad Burton discusses the current market conditions and the potential impact of interest rate cuts. He explains that there was a rally in both stocks and bonds at the end of 2023, driven by the expectation...

Jan. 10, 2024

Upcoming Elections & Potential Changes in Taxes

In this episode of New Focus on Wealth, host Chad Burton discusses the themes for 2024 in the stock market and economy. Despite expectations of a recession in 2023, it did not materialize. Looking ahead, the upcoming elections and potential changes in...

Jan. 4, 2024

2023: A Year of Interest Rate Volatility / Financial Planning Tips for 2024

In 2023, interest rates underwent significant fluctuations, starting with an inversion where the two-year U.S. Treasury paid more than the 10-year U.S. Treasury. However, as the year progressed, interest rates rallied. By year-end, the 10-year U.S....

Dec. 22, 2023

Tax Loss Harvesting & Direct Indexing

In this episode of New Focus on Wealth, certified financial planner Chad Burton provides valuable insights into the current state of the market and offers expert advice on managing your investments. Chad discusses the recent market rally since...

Dec. 14, 2023

Understanding ETFs, Direct Indexing & Year-End Tax Moves

In this episode of "New Focus on Wealth," Certified Financial Planner Chad Burton provides a market update, discussing the performance of various indices and asset classes. He highlights the strong performance of the NASDAQ and S&P 500, as well as...

Dec. 6, 2023

The Future of Airline Miles: Devaluation or Opportunity?

In this episode of "New Focus on Wealth," certified financial planner Chad Burton provides a comprehensive market update, discussing the recent rally in stocks, the bond market, and the potential impact of the Federal Reserve's interest rate...

Nov. 30, 2023

Dynamic Withdrawal Strategies, Charlie Munger's Legacy, HSA Accounts & Retirement Readiness

In this episode of "New Focus on Wealth," certified financial planner Chad Burton discusses various topics related to retirement planning and financial security. He starts by paying tribute to Charlie Munger, vice chairman of Berkshire Hathaway, who...

Nov. 27, 2023

Navigating Taxes, Investments & Health for a Secure Future

In this podcast episode, the host, Chad Burton, discusses various topics related to personal finance, wealth management, and retirement readiness. Here are some key points covered in the episode: The stock market performance in 2023, with the NASDAQ...

Nov. 17, 2023

Market Updates & Strategies For Funding Charities During The Month Of Giving

In this episode of the podcast "New Focus on Wealth," host Chad Burton, a certified financial planner, discusses various topics related to personal finance, wealth management, and the economy. The episode begins with a disclaimer that the views and...

Nov. 3, 2023

The Performance Of Different Asset Classes & The Appropriate Use Of Life Insurance In Financial Planning

In this episode of the podcast, certified financial planner Chad Burton provides insights and analysis on various financial topics. The episode begins with a discussion on the current state of the market, focusing on the S&P 500 and NASDAQ...

Oct. 25, 2023

The Importance Of Seeking Unbiased Advice From A Certified Financial Planner Practitioner

In this episode, Chad & Rob dive into the seven tests for retirement readiness, providing valuable insights and advice to help you make sense of your money matters. With over 28 years of experience in finance and investing, Chad draws from his...

Oct. 24, 2023

Different Phases Of Retirement & Financial Considerations That Come With Each Stage

In this episode, Chad & Rob dive into the complex world of retirement income and strategies. From taxes and healthcare costs to investment withdrawal and Social Security, Chad breaks down the different phases of retirement and the financial...