New Focus on Wealth
Understanding Assumable Mortgages & Evaluating The Decision To Roll Over A 401k To An IRA
In this episode of "New Focus on Wealth," certified financial planner Chad Burton delves into the intricacies of the current financial landscape, offering listeners a comprehensive analysis of market trends, interest rates, and investment strategies. He highlights the recent performance of various …
38:24
Navigating Market Highs: Investment Strategies & Charitable Giving
In this episode, Chad Burton provides a comprehensive market update, highlighting significant gains in various indices, including the NASDAQ and S&P 500, while also discussing the recent rally in the bond market due to declining interest rates. He emphasizes the importance of portfolio diversificat…
37:23
Health & Wealth: Strategies For A Fulfilling Retirement
In this episode, Rob Black and certified financial planner Chad Burton discuss various aspects of personal finance, retirement planning, and the impact of inflation on financial decisions. They delve into common retirement questions, particularly the concern of whether individuals have enough savin…
35:16
Retirement Withdrawal Strategies
In this episode, Rob Black and certified financial planner Chad Burton discuss the current state of the financial markets, particularly focusing on the historical performance of September and the implications for retirement planning. They highlight the surprising resilience of the markets this year…
35:26
The Fed's 50 Basis Point Cut
In this episode, host Rob Black and certified financial planner Chad Burton discuss the recent 50 basis point cut by the Federal Reserve and its implications for the economy and investment strategies. They analyze the current market conditions, including the volatility in stocks and the impact of r…
36:28
The Federal Reserve's Impact On Your Retirement
In this episode, Rob Black and certified financial planner Chad Burton discuss various aspects of personal finance, particularly focusing on retirement planning and the current economic climate. They highlight an upcoming event on income and retirement scheduled for September 26th at the Juniper Ho…
36:31
Retirement Planning Essentials
In this episode, Chad & Rob discuss essential topics related to retirement planning and wealth management. They emphasize the importance of preparing for retirement well in advance, ideally starting serious planning around age 55, and highlight the need for a balanced portfolio that can withstand m…
36:27
The Current Economic Landscape In This Political Climate
In this episode, Chad and Rob discuss the current economic landscape, focusing on inflation, taxes, and retirement planning. They analyze the recent inflation report and its implications for families and retirees, emphasizing the rising costs of essentials like food and gasoline. The conversation s…
36:50
Evaluating Rental Properties For Net Income & Considering 1031 Exchanges
This episode covers various financial topics related to personal finance, wealth management, and investment strategies. Chad discusses the importance of planning for retirement, including strategies for turning retirement savings into a reliable income source. He delves into umbrella insurance. Ho…
38:37
The Impact of Proposed Tax Reforms
This episode focuses on various financial topics discussed by certified financial planner Chad Burton. He covers updates on the stock market, including the performance of different indexes and the potential impact of NVIDIA's earnings report. Additionally, Burton delves into the proposed tax reform…
38:36