• New Focus on Wealth with Chad Burton

  • By: Chad Burton
  • Podcast
New Focus on Wealth with Chad Burton  By  cover art

New Focus on Wealth with Chad Burton

By: Chad Burton
  • 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
  • Understanding Asset Allocation
    May 23 2024

    The podcast episode focuses on various financial topics such as market updates, asset allocation, bond funds, and tax planning in retirement. The host, Chad Burton, discusses the importance of proper asset allocation, the differences between money market funds and bond funds, and strategies for tax withholding and payments in retirement. He emphasizes the need for a comprehensive financial plan that includes investments, taxes, insurance, retirement planning, and estate planning. The episode provides insights into managing finances effectively and making informed decisions to optimize financial outcomes.

    Timestamps:

    [00:01:36] NVIDIA's impressive stock performance.

    [00:06:36] Small cap stocks and interest rates.

    [00:09:41] High expectations in the market.

    [00:14:20] Value vs. growth investing.

    [00:16:39] Retirement portfolio volatility and strategy.

    [00:19:52] Why own bonds or bond funds?

    [00:23:29] Bond funds.

    [00:27:21] Bond market insights.

    [00:30:09] Bonds and tax strategies.

    [00:34:24] Timing tax payments for advantage.

    [00:37:33] Financial planning strategies.

    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

    Show more Show less
    38 mins
  • Leveraging AI in Financial Planning & Investing
    May 15 2024

    On this episode of New Focus on Wealth, host Chad Burton, a certified financial planner, discusses market and earnings updates for the first quarter of 2024. He shares insights from FactSet's Earnings Insight report, noting that 92% of S&P 500 companies reported results, with 78% showing positive earnings per share surprise and 59% positive revenue surprise. The blended year-over-year earnings growth for the S&P 500 is 5.4%. For more personal finance tips and resources, visit chadburton.com.

    Timestamps:

    [00:01:23] Earnings growth and valuations in 2024.

    [00:06:09] Sneaker return for the year.

    [00:09:13] Artificial intelligence and tech revolution.

    [00:14:18] AI in Energy Sector.

    [00:16:20] AI in financial planning.

    [00:21:19] Pfizer spinoffs and mergers.

    [00:25:34] Reinvesting dividends for wealth building.

    [00:28:48] Planning Retirement Cash Flow.

    [00:33:44] Building a laddered bond portfolio.

    [00:36:39] Building a bond ladder.

    [00:37:53] Building a diverse bond ladder.

    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

    Show more Show less
    39 mins
  • Demystifying Social Security & Investment Strategies
    May 9 2024

    This episode features Chad Burton discussing various financial topics such as the stock market, retirement planning, Social Security, real estate, and estate planning. Chad provides insights on the current state of the market, the challenges facing Social Security, the importance of tax-efficient investing, and the strategies for wealth preservation and retirement planning. He emphasizes the need for proper financial education, especially for younger individuals, and highlights the significance of estate planning to ensure the responsible management of inherited assets. The episode also promotes an upcoming event focused on wealth preservation and retirement planning, where attendees can gain valuable insights and advice from Chad Burton.

    Timestamps:

    [00:02:39] Social Security Trust Fund

    [00:05:00] Employer-funded child benefits.

    [00:09:00] Endless travel pass for $2,500.

    [00:12:54] Non-traded REITs and their risks.

    [00:17:00] ALICE financial struggles.

    [00:19:33] Financial literacy in education.

    [00:22:43] Property tax advantages in retirement.

    [00:27:54] Renting vs. Buying Homes.

    [00:31:14] Haunting children with estate planning.

    [00:34:42] Teaching financial responsibility to heirs.

    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

    Show more Show less
    36 mins

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