New Focus on Wealth with Chad Burton

Jan 30 2025 99 ep. 40 mins 36
New Focus on Wealth with Chad Burton Podcast artwork

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.

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Maximizing Real Estate Wealth & Retirement Planning: Strategies for High-Net-Worth Investors

Jan 30 2025 76 mins  
This episode recaps Chad Burton daily guest spots with Rob Black for the week of July 24th. Sign up for the live retirement event on 2/1 in Palo Alto at www.ChadBurton.com. Chad tackles real-world scenario where a high-net-worth investor owns several million in rental properties but has limited liquidity in traditional accounts. With inflation outpacing rental growth, what’s the

Chad joins Rob Black to discuss new 401(k) contribution limits and other retirement topics.

Jan 22 2025 37 mins  
Chad joins Rob Black to dive into the latest updates on 401(k) contribution limits for 2025, including new IRS catch-up provisions for older workers, mega Roth strategies, and backdoor Roth IRAs. Explore retirement planning essentials like Morningstar's revised 3.7% withdrawal rate, strategies for optimizing Social Security timing, and the pros and cons of bond ladders versus ETFs.

2024 market recap, direct indexing and retirement asset allocation.

Jan 15 2025 37 mins  
In this episode, Chad joins Rob Black and dives into key financial market trends, including a recap of December's performance where the S&P 500 dropped, and bonds fell. Chad discusses high expectations for Q4 2024 earnings growth, the elevated forward P/E ratio for the S&P 500, and the unprecedented concentration of 10 companies comprising 39% of the S&P 500 index. Chad explores re

EP Wealth Webinar - Exploring Passive Investment Options - 241216 - audio

Dec 25 2024 72 mins  
Are you looking for ways to optimize your real estate investments and potentially defer taxes? Watch our latest recording where we explore how 1031 exchanges into Delaware Statutory Trusts (DSTs) may potentially provide a path to passive income while reducing the burden of property management. Presented by Chad Burton, CFP®, this seminar walks you through the current real estate e

Active Vs. Passive Real Estate, 1031 exchanges, DSTs, 721 Exchange

Dec 10 2024 63 mins  
In this episode, Chad Burton joins Rob Black to uncover the secrets of turning underperforming real estate into a reliable source of passive income. Learn how to spot problem rental properties and transform them into opportunities through strategies like 1031 exchanges, Delaware Statutory Trusts (DSTs), and 721 exchanges. Chad and Rob also explore how to seamlessly swap a single re

Understanding Valuations: Analyzing The S&P 500 & Growth vs. Value

Nov 20 2024 29 mins  
In this episode of New Focus on Wealth, host Chad Burton, a Certified Financial Planner, discusses the current state of the market as we approach the end of the year. He highlights a busy period marked by clients selling businesses and estate planning issues. Chad notes that 2024 is shaping up to be significant for the market, with the recent Trump red wave positively impacting st

Opportunities In REITs & Passive Income

Oct 25 2024 38 mins  
In this engaging episode of "New Focus on Wealth," certified financial planner Chad Burton delves into the intricacies of the current financial landscape, offering listeners a comprehensive market update that highlights the impressive performance of tech-heavy indices like the NASDAQ and the S&P 500. He meticulously analyzes the recent fluctuations in interest rates, emphasizing

Understanding Assumable Mortgages & Evaluating The Decision To Roll Over A 401k To An IRA

Oct 09 2024 38 mins  
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 indices, including the NASDAQ and S&P 500, while addressing the implications of the F

Navigating Market Highs: Investment Strategies & Charitable Giving

Sep 26 2024 37 mins  
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 diversification, particularly for younger investors building wealth, and suggests strategies for

Health & Wealth: Strategies For A Fulfilling Retirement

Sep 24 2024 35 mins  
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 savings to retire comfortably, especially in light of rising costs and changing econom