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4.40 stars
37:01

New Focus on Wealth with Chad Burton

by Chad Burton

Certified Financial Planner, Chad Burton discusses important financial planning and wealth management issues. If you want to learn how to plan for retirement and do a better job managing your investment portfolio... this is the show for you.

Copyright: Chad Burton

Episodes

Tax Deadlines & Special Guest Erik Knutzen

36m · Published 23 Mar 16:26

On this episode, Chad takes a look at the extended tax deadline and who it affects, noting that quarterly tax payments are still due at the April 15th deadline. Next, Chad brings in special guest Erik Knutzen, Chief Investment Officer at Neuberger Berman. Listen now!

Email your money question to [email protected]

Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com

Major Market Updates, Where To Invest & More

36m · Published 17 Mar 20:31

On this episode, Chad gives us major market updates, talks about why fewer companies are going public, what is SPAC and why it's the new move, and much more. 

Email your money question to [email protected]

Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com

 

 

 

A Look Around The Market & Listeners Submitted Questions!

36m · Published 09 Mar 21:55

On episode 1190, Chad takes a look around the market before moving on to address listener questions regarding retirement, purchasing homes, and renting. Listen now for more!

Email your money question to [email protected] , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT)

Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com

Biotechnology Talk With Special Guest Brian Dausch, CFA, Of T. Rowe Price

47m · Published 04 Mar 18:31

Ep 1189 features special guest Brian Dausch, CFA, a portfolio specialist at T. Rowe Price with roots in the biotech industry. Listen now as Chad and Brian discuss the excitement surrounding biotechnology.

Email your money question to [email protected] , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT)

Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com

Should You Draw From Your Retirement Account Early To Pay Off Your Mortgage?

36m · Published 19 Feb 18:05

On this episode of New Focus on Wealth, Chad addresses a retirement question from a listener in the North East. Should you take your pension early to pay off your house? Listen now to learn what Chad thinks about drawing from retirement accounts to pay off mortgages.

Email your money question to [email protected] , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT)

Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com

 

15 Things To Do Before Hiring An Advisor

36m · Published 16 Feb 18:24

On the latest episode of New Focus on Wealth, Chad briefly discusses retirement accounts before moving on to 15 things you should do before hiring a financial advisor. If you’re shopping advisors, make sure you give this episode a listen before making another move!

Email your money question to [email protected] , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT)

Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com

New Focus on Wealth with Chad Burton has 186 episodes in total of non- explicit content. Total playtime is 114:45:42. The language of the podcast is English. This podcast has been added on October 26th 2022. It might contain more episodes than the ones shown here. It was last updated on May 25th, 2024 19:40.

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