• Summary

  • 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!
    Chad Burton
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Episodes
  • Biotechnology Talk With Special Guest Brian Dausch, CFA, Of T. Rowe Price

    Mar 4 2021

    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 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 Management and Financial Planning services or visit www.NewFocusFinancial.com

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

    Feb 19 2021

    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 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 Management and Financial Planning services or visit www.NewFocusFinancial.com

     

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    37 mins
  • 15 Things To Do Before Hiring An Advisor

    Feb 16 2021

    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 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 Management and Financial Planning services or visit www.NewFocusFinancial.com

    Show more Show less
    37 mins

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