New Focus On Wealth With Chad Burton

In this episode of "New Focus on Wealth," host Chad Burton discusses the latest news on inflation and its potential impact on the Federal Reserve's actions. He shares that inflation rose at the slowest pace since March 2021, raising questions about the Fed's future decisions. Burton provides a weekly market update, highlighting that the S&P 500 has gained 16.58% so far this year. He also discusses bond market trends and the performance of the US aggregate bond index. Finally, Burton touches on the challenges faced by emerging markets. Tune in to get a comprehensive update on the current financial landscape. Timestamps: [00:02:27] Small and mid-cap stocks. [00:04:18] Tech stocks and earnings. [00:09:02] Earning higher interest rates. [00:12:58] Bonds and annuities explained. [00:16:41] Annuities and alternative investments. [00:19:24] Annuities and financial advisors. [00:23:07] Health care costs and financial planning. [00:28:26] Premium tax credits in retirement. [00:33:40] Roth conversion considerations

In this podcast, Chad Burton & Rob Black discuss the recent market activity and the performance of the NASDAQ. Despite the potential for recession, the market has seen a rebound, particularly in the tech sector. Burton emphasizes the importance of asset allocation and rebalancing in a diversified portfolio. He also discusses the attractiveness of tech stocks and the impact of artificial intelligence on investing. Furthermore, Burton highlights the similarities between the NASDAQ and the S&P 500 indexes. Timestamps: [00:02:15] When it drops hard, what a great time to buy. [00:06:07] Tech-heavy market index. [00:09:46] Market breadth and catch up. [00:11:15] Housing starts and market trends. [00:15:01] Reinvesting dividends for long-term growth. [00:18:27] Concentrated stock positions. [00:23:14] Concentrated stock and income strategies. [00:26:30] Exchange funds and diversification. [00:29:23] Rental property issues in California. [00:33:20] Real estate vs. stocks. Email your money question to chad@cha

In this episode of the podcast "New Focus on Wealth," hosted by certified financial planner Chad Burton, the focus is on the stock market. Burton points out that the NASDAQ is up 33% for the year due to the market cap weighted tech-heavy index. However, if you look at the return from January 1st, 2022, to today, the NASDAQ is down 10%. He advises listeners to avoid FOMO and be cautious when making financial decisions. Burton shares that massive corrections are usually buying opportunities but cautions that most investors were already overweight in large cap growth. Timestamps: [00:02:19] NASDAQ explained and analyzed. [00:04:15] Tech stocks and valuation. [00:08:16] Tech stock recovery rally. [00:12:06] Small and mid cap struggles. [00:15:24] International developed outperforming the US. [00:19:02] High deductible health plans. [00:23:02] Medicare and retirement savings. [00:27:28] Tax-free retirement income. [00:31:11] Refinancing commercial loans. [00:35:05] Investing in T bills. Email your money question t

Miss the latest radio episode of New Focus on Wealth? No problem, listen now to catch up on the latest insight from Certified Financial Planner Chad Burton. In this episode, Chad analyzes the growing similarities between the makeup of the NASDAQ and S&P 500, noting the recent performance of both.  Next, Chad describes the benefits of Health Savings Accounts (HSAs) and how to utilize them properly to take care of you in the golden years of retirement.  Finally, listen to Chad talk about altering your tax strategy to set yourself up for lower federal taxes in retirement. Email your money question to chad@chadburton.com.  Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com  

Tune in for the latest from Joining Me Now featuring an extended episode that dives into tax strategies and how to approach a complex retirement plan with your CFP. Hosts Rob Black and Chad Burton talk about the first steps taken with new clients, such as identifying personal expenses, what you’re planning to do for fun, and finding your purpose in retirement. Chad explains how he takes this information to model various retirement scenarios, making it easier than ever to prepare for a successful retirement and provide a New Focus on Wealth. Also, hear about IRA to Roth conversions and handling concentrated stock positions. Listen now! Email your money question to chad@chadburton.com.  Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com

On this episode of Joining Me Now, Rob and Chad talk about taxes, financial planning, wealth preservation, and more. Listen as Rob and Chad discuss the importance of working with a fiduciary and avoiding salesmen that don’t have your best interest in mind. Rob and Chad identify and break down the various steps to planning and executing a successful financial plan for you and your loved ones. Email your money question to chad@chadburton.com.  Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com

The latest episode of joining me now with hosts Rob Black and Chad Burton features a discussion on withdrawal strategies in retirement. Next, Rob and Chad discuss what yesterday’s 60/40 portfolio has evolved to in the modern age of retirement planning. Don’t miss the latest from Rob and Chad. Listen now! Email your money question to chad@chadburton.com.  Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com

The latest episode of Joining Me Now covers the various tests that can help determine the likelihood of your finances successfully supporting your retirement. Rob and Chad take a question from a listener about inherited IRAs and identifying the best time to take the tax hit. Finally, Rob and Chad discuss why enabling your children with finances can be detrimental for everyone involved. Listen now! Email your money question to chad@chadburton.com.  Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com

This episode of Joining Me Now with Hosts Rob Black & Chad Burton discusses the importance of conservative retirement planning, an analysis of the bond market, and evergreen topics on the wealth management cycle. Catch the latest from this dynamic duo and listen now. Email your money question to chad@chadburton.com.  Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com

Listen to the latest episode of Joining Me Now to hear the latest from Rob and Guest Host Chad Burton as they discuss the housing market, stock market conditions, and the opportunity to rebalance your portfolio. Listen now! Email your money question to chad@chadburton.com.  Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com

The latest episode of New Focus On Wealth with Certified Financial Planner Chad Burton features a discussion on IRAs, managing the balance between supporting your children and prioritizing your retirement. Chad notes that 70% of parents with kids over the age of 18 have sacrificed their personal finances to help their kids. Don't miss the latest from Chad as he dives into these topics and more! Email your money question to chad@chadburton.com.  Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com

Catch the latest from Certified Financial Planner Chad Burton as he addresses a question from a listener about whether or not it’s always better to wait until your 70s to take social security. Next, Chad compares stock market returns to real estate investments before diving into various ways you can take advantage of current tax laws with your real estate portfolio. Listen now! Email your money question to chad@chadburton.com.  Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com

Listen to the latest from Certified Financial Planner Chad Burton as he provides his regular market updates before discussing all things involved in the world of wealth building and financial planning.  On this episode, Chad answers questions from listeners on identity theft and retirement accounts, specifically describing how people who make too much money to fund a Roth can fund a Roth. Chad also revisits last episode’s discussion on FDIC Insurance. Listen now. Email your money question to chad@chadburton.com.  Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com  

The latest episode of New Focus On Wealth addresses misconceptions about FDIC Insurance after the collapse of Silicon Valley Bank. Next, Chad discusses the common misunderstanding about Life Insurance as an investment, noting how exposure to stocks in these accounts prevents you from being able to take advantage of dividends. Finally, Chad talks about long-term care insurance and how to weigh the pros and cons of keeping or losing your insurance in the case of increased rates. Don’t miss the latest from Certified Financial Planner Chad Burton. Email your money question to chad@chadburton.com.  Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com

This episode of New Focus On Wealth discusses bonds and the variables to consider with an inverted yield curve. Though short-term bonds currently yield a higher return, are they truly the best option? Get Chad’s latest market update on topics like safe money in retirement, tax planning, inflation, and much more. Listen now! Email your money question to chad@chadburton.com.  Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com

Chad addresses one of the most important questions that we will face in our lives, “how do you know when you’re ready to retire?” Listen as this episode breaks down the various expenses to consider such as taxes, entertainment, and healthcare in the later stages of life. Listen now and familiarize yourself with the tests you can use to determine your readiness for a happy and successful retirement with Certified Financial Planner Chad Burton. Email your money question to chad@chadburton.com.  Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com

Hear the latest from Rob and Chad’s ongoing discussion on all things retirement planning and wealth building.  In this episode, Chad breaks down his belief in the importance of having 3 years of portfolio draws in cash readily available. Next, Rob seeks insight from Chad on sequence of returns during retirement. Listen now! Email your money question to chad@chadburton.com.  Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com

Rob and Chad discuss rates of return and how long term investing can provide steady results, even when entering the market at less than ideal times. Check out the latest episode of Joining Me Now! Email your money question to chad@chadburton.com.  Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com

Listen to the latest episode of Joining Me Now as Rob and Chad dive into the hot topics in the world of retirement planning. This episode features a discussion on safe money and balanced portfolios with Chad explaining how the meaning of a “balanced portfolio” has completely changed over the years to reflect the status of interest rates. Listen now! Email your money question to chad@chadburton.com.  Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com