Reviews

Chad has a lot of knowledge he passed on to the listener!

I have listened to Chad Burton’s podcasts for over a year. Chad has the unique ability to reach beginners as well a veteran investors. Chad’s 28 years experience and natural financial IQ is demonstrated by his keen ability to synthesize the multitude of variables in today’s economic environment. Chad’s practical advise is understandable to even the newest of listeners. Chad is a Fee Only CFP so the bottom line is when your investments do well, then Chad does well, as simple as that. Chad is part of EP Wealth where one flat fee provides a value added mix of investment planning, in house tax planning, tax return preparation and estate planning. Brilliant!

Chad gives excellent real life examples and how to prevent oneself from making common mistakes. All of his topics are relevant to current events. Pam

I’ve been listening to Chad Burton and Rob Black for almost a decade. From long train rides to school through my professional career Chad always gives the best financial analysis out there. Thank you Chad and Rob!

Chad Burton provides quality information and explains complex financial issues. He provides clarity! Worth a listen!

Chad really knows what he's doing and gives great solid advice on every podcast. great work.

Very insightful show. I have learned so much from listening daily. Keep up the good work!

Chad delivers important insight on many financial topics. Just listen and learn. Also, check out Rob Black.