New Focus on Wealth with Chad Burton

New Focus on Wealth with Chad Burton

Navigating the complexities of financial planning and wealth management is tough. Chad Burton, CPF ® makes it easy for you by breaking down the latest news and the important topics every wealthy person needs to know in 2020 and beyond. These are dynamic times and that makes it the perfect time for a new focus on wealth!... Show More

Episodes

September 29, 2020 36 min

On today’s episode, host Chad Burton digs into the myriad of reasons that your health should be your first priority when considering retirement. When do you retire? When you’re old and everything is lined up to benefit your heirs, but maybe you’re a little too old to enjoy the fruits of your labor? Or do you take an early retirement or a phased retirement? Plus, how will the 2020 election impact the stock market and your investment...

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September 24, 2020 36 min

In today’s episode, Chad Burton talks about estate taxes and how they impact you based on your wealth and your tax bracket. 11.58 million. That’s the benchmark right now for whether or not your heirs will be hit with an estate tax after your passing. How is that going to change under Biden? The wealthy have been paying the lowest taxes in years. You can bet things are going to change. When is it right to move your stock certificate...

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September 24, 2020 36 min

It hasn’t been a great start to the week, but with a knowledge drop from Chad Burton, you’ll learn how to endure and come out ahead. In this episode, Chad shares insights on what to do with your retirement savings if you’re self-employed. We’ll also talk about how too many people don’t realize that Robin Hood income is taxed. And what will the stock market look like if Biden is elected over Trump in the short term and long term? Th...

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September 16, 2020 36 min

What are you saving for with your retirement budget?  Are you counting on traveling later? Why not do it now? In today’s episode, host Chat Burton speaks with the folks at Inspirato about how to travel in style on a subscription-based model that will deliver you to beautiful homes around the world. We also talk about where to travel now during the pandemic and where it might be a good idea to skip out on for the time being. All tha...

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What are you doing to prepare for retirement? Don’t believe the ads that tell you to pack in a 5 year nest egg. In this episode, host Chad Burton talks about the importance of planning until you’re well into your 90s. And we’re not talking about just your physical or financial health. It turns out the two share a strong correlation. We’ll also avoid the chaotic stock advice on TV (so many screens and arrows) and opt for Monte Carlo...

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Chad opens up the Podcast with a brief analysis of various stocks, making note of a handful of large companies whose stock prices are currently down. Chad then goes on to address the impact of COVID-19. Chad notes the market has revealed harm to the travel and leisure industries, including places that are hurt by a lack of physical shoppers at store locations, while many other industries have been unaffected, or thrived during the ...

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September 8, 2020 37 min

If you’re maxing out your 401K, you’re probably wondering what to do next. There are so many options: Roth IRAs, Backdoor Roth IRAs, and more. Host Chad Burton is here to help with an advanced flow chart that is the perfect starting point.

Email your money question to chad@newfocusfinancial.com , 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 Mana...

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In this episode, host Chad Burton breaks down his opinion on stock splits and how they will impact the market now and in the future. He also gives a guided overview of how those splits might look in various S&P, 500s, ETFs, and more. Plus, thinking about investing in real estate to create a tax deduction? Maybe hold up until you give this a listen.

 

Email your money question to chad@newfocusfinancial.com , or call the show...

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Retirement travel can be joyful and stressful in ordinary times. But then again, we’re not living in ordinary times. In this episode, host Chad Burton speaks with Dain Rasmussen, SVP at Inspirato about where to travel during COVID-19 and how to do it the right way, the luxurious way, and the smart way. Get to know all about Inspirato and also learn more about a Mega Backdoor Roth IRA and more.

Article from show: 

https://newfocusf...

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Topics discussed: 

  • Life Insurance as an investment
  • Questions to ask when looking for a financial advisor.
  • Disability Insurance
  • S&P 500 vs. Global Diversity Balanced Portfolio. What happened over the last 20 years. Email Chad@chadburton.com if you’d like this document from BlackRock.
  •  

    Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-...

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    Is Trump’s executive order legitimate or not? Small businesses, real estate, unemployed peoples and more are hurting right now, and Congress just can’t seem to get anything done. Today I explain why this order is set to be a disaster in more ways than one. Other topics:

  • Wiping out taxes on RMD’s
  • Retirees no longer itemizing deductions
  • Customized individual 401k options
  • Things I am doing to improve my sleep quality
  •  

    Email your money ...

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    Why is the market doing so well when everything feels so awful? 84% of S&P 500 companies have reported earnings so far and the good news is 60% have reported a positive revenue surprise after analysts downgraded their expectations. The bad? Compared to Q2 2019 we’ve declined by 35.7%, the largest year over earnings decline since 2008. Other topics:

  • Small business closures & relief
  • Is price-to-book ratio flawed and outdated?
  • M...
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    Covid struggles appear to be ramping up again with more people either struggling to find work or keep their business afloat, while others must juggle homeschooling with working from home. Covid is causing us to take another look at our investments and determine what we want to hang on through this if productivity stays low and unemployment continues to stay high. Other topics include:

  • A better covid relief proposal
  • How covid is hitt...
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    There are a myriad of things to think about, discuss and plan for before you retire. Checklists help you get organized and provide a great starting point before you go see your Certified Finical Planner ™. Today I discuss what is on my retirement plan checklist.  Email me for a copy Chad@ChadBurton.com

     

    Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 on Tuesday's and Wednes...

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    The way we look at fixed income for retirement is always changing. The customary 4% withdrawal rule we all know has changed to be more of a 3.5% rule. Today I discuss the basic “rule of thumb” for financial planning and explain the smiley face spending curve in retirement. Other topics:

  • Unreliable online retirement calculators
  • How has the covid recession changed your spending habits?
  • Not making the typical retirement mistakes
  • Why aren...
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    Don’t lose your equity trying to constantly flip your way up to the better house. Allow me to clarify the flip, flip, flip, crash scenario. Diversify the home equity you create! Other topics include:

  • Moving up and keeping your previous home as a rental property
  • Vacation home traps and other real estate mistakes
  • Tax mistakes in retirement
  •  

    Click HERE to register for the FREE Investing & Retiring Post-Pandemic webinar.

    Email your...

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    Risk on, risk off. The shortened week of trading was an interesting one to watch as the volatility we have seen this year is akin to Great Depression era. There is more confidence than warranted in this V-shaped recovery as we inch towards a coronavirus vaccine. Even though covid continues to be a strain on the economy, the S&P 500 posted a 3% gain last week and is trading at 22x earnings! Realize your risk tolerance and don’t ...

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    Retiring in the midst of a pandemic is a tricky situation indeed, and how well you manage your expenses these next 10 years will either make or break your retirement. Today I explain what goes into financial plans and how linear cashflow modeling and Monte Carlo simulations can determine if your portfolio will outlast you. Other topics include:

  • US vs. International rates of return
  • How I calculate the 5.15% return rate I want you to ...
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    It’s the last day of the second quarter and the S&P 500 is down only about 3% for the year despite the pandemic. This year has been nothing short of a roller coaster and it is reflected in the quarter-to-date returns. In terms of year-to-date returns, real estate is looking like one of the worst asset class to be in. Other topics include:

  • Getting decent sleep to boost your immunity and fight covid
  • Is it impossible for most retir...
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    Somedays you wake up and you just don’t want to read the news. It’s hard to trust the media in a pay-per-click world where speculation and speed seems to be more important than factual reporting. For instance, six months ago, when covid was just starting to shut down the economy, all we had to do was wait 12-18 months for a vaccine, yet today the media is filled with stories on how covid is wreaking havoc on small businesses and ca...

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