Current Market Conditions from a Technical Angle
New Focus on Wealth with Chad Burton
Release Date: 02/06/2014
The Wealth-Health Connection
New Focus on Wealth with Chad Burton
This podcast episode focuses on various financial topics, including market updates, investment strategies, and insurance considerations. The host, Chad Burton, discusses the recent market trends, highlighting the performance of different indexes and individual stocks like NVIDIA, Apple, and Tesla. He emphasizes the importance of diversification in investment portfolios, especially in light of the concentrated nature of the current market, with a significant portion of the S&P 500 being tech or communication services companies. Additionally, Chad provides insights into mutual funds and...
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Balancing Wealth & Health: Financial Planning & Wellness Tips
New Focus on Wealth with Chad Burton
This episode focuses on a variety of financial topics, including current news on consumer prices, market performance, interest rates, and alternative investments. Chad provides insights on the latest data on consumer prices, market trends, and the potential impact on interest rates. Additionally, he discusses the importance of diversification in investment portfolios, the performance of different asset classes, and strategies for managing wealth effectively. In the latter part of the episode, Chad shifts the discussion towards the importance of health and wellness in conjunction with financial...
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Smart Tax Moves: 1031 Exchanges, DSTs & Charitable Remainder Trusts
New Focus on Wealth with Chad Burton
This podcast episode discusses various financial topics, including market numbers, stock and bond market performance, interest rate-sensitive assets, tax considerations, and real estate investment strategies. Chad provides insights on market trends, the impact of interest rate changes on investments, the importance of tax planning, and options for optimizing real estate investments, such as 1031 exchanges and charitable remainder trusts. The episode also delves into the concept of rebalancing portfolios, evaluating rental property performance, and making informed decisions based on individual...
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Managing Insurance Costs & Exploring the World of Timeshares
New Focus on Wealth with Chad Burton
The podcast episode discusses various financial topics, including the current market trends, the impact of interest rates on different sectors, and the challenges faced by the insurance industry. The host, Chad Burton, shares insights on the performance of different investment options like stocks, bonds, and real estate investment trusts. He also delved into the complexities of helping children buy homes and the pitfalls of owning a timeshare. The episode provides valuable information on selling a timeshare, navigating insurance rate increases, and making informed financial decisions in...
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Retirement Planning, Tax Strategies & The New Law Regarding 529 Plans
New Focus on Wealth with Chad Burton
This podcast episode features certified financial planner Chad Burton and Rob Black discussing various financial topics related to retirement planning, tax strategies, and investment decisions. Chad highlighted the importance of careful financial planning, especially for those looking to retire early or maintain their lifestyle in retirement. He discussed income gaps, working after retirement, tax season issues, and the impact of recent laws on financial planning, such as the Secure 2.0 Act affecting 529 plans. Chad also emphasized the need for personalized financial advice and decision-making...
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Stress Testing Your Financial Plan
New Focus on Wealth with Chad Burton
In this podcast, Chad and Rob discuss various aspects of personal finance, wealth management, and estate planning. Throughout the episode, Chad and Rob delved into topics such as stress testing financial plans, the importance of estate planning, and the evolution of wealth management strategies over time. They also touched on the significance of having a solid financial plan in place to navigate market volatility and potential risks, emphasizing the need for proper asset allocation and risk management. Additionally, the conversation covered the role of relationships in financial planning,...
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Financial Planning Is A Dynamic Process
New Focus on Wealth with Chad Burton
In this episode, Chad and Rob delve into the complexity of financial planning, covering topics such as insurance, investments, taxes, 401ks, stock options, and more. Chad emphasizes the importance of proactive and ongoing financial planning, highlighting how life changes at different stages require continuous adjustments to financial strategies. The discussion underscores that financial planning is a dynamic process, not a one-time event, with factors like market trends impacting retirement plans and spending decisions. Timestamps: [00:00:52] What is financial planning. [00:04:51] Asset...
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Recent Market Fluctuations & Savings Trends Across Different Generations
New Focus on Wealth with Chad Burton
On this episode, Chad and Rob discuss the recent market downturn and its impact on retirement planning. Chad highlights the importance of saving for retirement, citing statistics on savings across different generations. Chad invites listeners to an upcoming event focused on retirement readiness and financial planning strategies. Tune in to gain insights on managing your finances for a stress-free retirement. Timestamps: [00:03:51] Portfolio construction is key. [00:04:59] Tax efficiency and retirement planning. [00:09:29] Jeff Bezos financial moves [00:13:29] Tax-efficient portfolio...
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Retirement Readiness, Active Vs Passive Investing & Sequence Of Returns Risk
New Focus on Wealth with Chad Burton
Chad starts by discussing the upcoming event, "7 Steps for Retirement Readiness," which covers crucial aspects such as taxes, income, long-term care, safe money, investing, life goals, and health and wellness. He emphasizes the importance of this event in light of the challenges faced by investors in the current economic climate. Moving on, Chad delves into the world of investing, specifically focusing on the S&P 500, NASDAQ, and popular tech funds like XLK. He highlights the concentration of the S&P 500 in technology stocks and the need for diversification, especially as one...
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Ensure A Secure & Fulfilling Retirement
New Focus on Wealth with Chad Burton
In this episode, Chad & Rob provides valuable insights and advice on preparing for retirement. From wealth accumulation to wealth management, Chad covers the essential steps to ensure a secure and fulfilling retirement. Here's a breakdown of what was discussed in this episode: Retirement Phases: Chad explains the two main phases of retirement - wealth accumulation (age 20-60) and wealth management (age 60-100). He emphasizes the importance of planning for each phase and adapting to changing circumstances. Five Years Out: Chad highlights the significance of dialing in your expenses...
info_outlineChad Burton, CFP®, welcomes Scott Smith, CMT, with Briefing.com. Chad and Scott discussed current technical market analysis as well as the VIX. Chad also discusses:
- Major tax rules for investors
- Hidden risks of floating rate funds that investors are ignoring
- Congressional Budget Office’s announcements regarding the cost of Obamacare
Email your money question to [email protected], or call the show at 1-800-516-1220 from 1:00 p.m. to 2:00 p.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.
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