Episodes
Sept. 28, 2023
Proactive Planning & Professional Guidance To Determine The Best Route For Long-Term Care
New Focus on Wealth with Chad Burton, CFP®
Sept. 14, 2023
The Resilient Economy Despite Inverted Yield Curves And Higher Interest Rates
New Focus on Wealth with Chad Burton, CFP®
Sept. 6, 2023
The Importance of Having a Will, Trust, Power of Attorney & Healthcare Directive
New Focus on Wealth with Chad Burton, CFP®
Aug. 28, 2023
Achieving a Successful Retirement: Financial Clarity and Fulfillment
New Focus on Wealth with Chad Burton, CFP®
Aug. 21, 2023
Current Earnings Season & Performance Of The S&P 500 & Nasdaq
New Focus on Wealth with Chad Burton, CFP®
Aug. 17, 2023
Avoid Retirement Mistakes: The Seven Retirement Readiness Tests
New Focus on Wealth with Chad Burton, CFP®
Aug. 14, 2023
Seven Tests of Retirement Readiness: A Comprehensive Guide to Financial Preparedness
New Focus on Wealth with Chad Burton, CFP®
Aug. 3, 2023
The Recent Downgrade of the US Government's Credit Rating by Fitch
New Focus on Wealth with Chad Burton, CFP®
July 28, 2023
A Week of Surprising Headlines & Earnings Reports
New Focus on Wealth with Chad Burton, CFP®
July 21, 2023
Current State of the Housing Market & The Impact of Low Mortgage Rates
New Focus on Wealth with Chad Burton, CFP®
July 13, 2023
Inflation & Its Potential Impact on the Federal Reserve's Actions
New Focus on Wealth with Chad Burton, CFP®
June 30, 2023
2023 Mid-Year Reflection: Tech Stocks and Investment Opportunities
New Focus on Wealth with Chad Burton, CFP®
June 26, 2023
Value vs Growth Investing & Everything You Need To Know About 401K Rollovers
New Focus on Wealth with Chad Burton, CFP®
June 9, 2023
Utilizing HSAs and Altering Tax Strategies for Retirees
New Focus on Wealth with Chad Burton, CFP®
May 30, 2023
Joining Me Now Ep. 29: How New Models Are Changing Retirement Planning
New Focus on Wealth with Chad Burton, CFP®
May 24, 2023
Joining Me Now Ep. 28: Wealth Preservation & The Importance of Fiduciaries
New Focus on Wealth with Chad Burton, CFP®
May 17, 2023
Joining Me Now Ep. 27: Withdrawal Strategies And Maximizing Your Retirement Fund
New Focus on Wealth with Chad Burton, CFP®
May 15, 2023
Joining Me Now Ep. 26: Insightful Tests For Your Financial Plan
New Focus on Wealth with Chad Burton, CFP®
May 3, 2023
Joining Me Now Ep. 25: Why You Should Rely On A Conservative Retirement Plan
New Focus on Wealth with Chad Burton, CFP®
April 25, 2023
Joining Me Now Ep. 24: Is Now A Good Time To Rebalance Your Portfolio?
New Focus on Wealth with Chad Burton, CFP®
April 14, 2023
Parents Are Sacrificing Their Personal Finances To Support Their Adult Children
New Focus on Wealth with Chad Burton, CFP®
April 7, 2023
Is It Always Better To Take Social Security In Your 70s? You Might Be Surprised!
New Focus on Wealth with Chad Burton, CFP®