Certified Financial Planner Chad Burton Discusses The Current Markets And Your Retirement
New Focus on Wealth with Chad Burton
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Certified Financial Planner Chad Burton Joins Rob Black at the End of May 2026
New Focus on Wealth with Chad Burton
Filtering through the “noise” on Wall Street and pointing out the current market issues and news stories that truly affect your path to retirement. Sponsored by EP Wealth Advisors. Certified Financial Planner Chad Burton joins Rob Black discussing retirement solutions.
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Certified Financial Planner Chad Burton Joins Rob Black In Discussing Smart Plans For Retirement
New Focus on Wealth with Chad Burton
As Regional Director for EP Wealth Advisors, Chad helps clients pursue personal financial goals through comprehensive planning, while supporting growth across his region. He works with individuals and families seeking clarity across retirement, income needs, and legacy priorities
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Certified Financial Planner Chad Burton Discusses 2026 and Your Retirement
New Focus on Wealth with Chad Burton
EP Wealth Advisor CFP Chad Burton on great ways to prepare for retirement, plus information on the next Pints and Portfolios will be in San Mateo this Saturday May 16th from 11am to 1pm with EP Wealth Advisors Ryan Ignacio CFA CFP and Julie Chan-O'Rourke CFP
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Certified Financial Planner Chad Burton On Preparing For Retirement
New Focus on Wealth with Chad Burton
EP Wealth Advisor CFP Chad Burton on great ways to prepare for retirement, plus information on the next seminar with EP Wealth Advisors Chad and Ryan Ignacio at the Palo Alto Elks Lodge January 15th at 6:30pm covering important tax strategies and more.
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Certified Financial Planner Chad Burton Discusses 2026
New Focus on Wealth with Chad Burton
Chad talks about the markets on Tuesday 1/5/26 and what we may see the rest of the year, plus more on the next seminar with EP Wealth Advisors Chad and Ryan Ignacio at the Palo Alto Elks Lodge January 15th at 6:30pm covering important tax strategies and more
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Certified Financial Planner Chad Burton Discusses Friday Stock Tumble
New Focus on Wealth with Chad Burton
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Certified Financial Planner Chad Burton Discusses Markets With Rob Black
New Focus on Wealth with Chad Burton
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Certified Financial Planner Chad Burton Talks With Rob Black On Retirement
New Focus on Wealth with Chad Burton
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Certified Financial Planner Chad Burton Discusses Your Retirement
New Focus on Wealth with Chad Burton
Rob Black looks at late Friday headlines and looking back at the week, EP Wealth's advisor Chad Burton discusses building your wealth, More on the Thursday October 16th Retirement & Wealth Strategies for Your Future seminar at the Palo Alto Elks Lodge where you can meet EP Wealth Advisors CFP Chad Burton and CFP CFA Ryan Ignacio
info_outlineIn 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 rising interest rates on various sectors, particularly real estate and alternative investments. Chad emphasizes the importance of understanding alternative investments such as private real estate, private credit, and private equity, which are typically reserved for accredited investors with over $2 million in assets. The conversation also touches on the use of options as a financial tool for managing risk and generating income, highlighting strategies like selling covered calls and buying protective puts.
Tune in now to learn more!
Timestamps:
[00:01:24] Fed's 50 basis point cut.
[00:06:18-00:06:29] Real estate and retirement planning.
[00:10:12] Alternative investments for high net worth.
[00:13:43] Private credit and direct lending.
[00:15:21] Private credit and lending risks.
[00:19:11] Private credit investments explained.
[00:21:45] Private equity in niche markets.
[00:25:35] Options trading risks and strategies.
[00:30:34] Stock options strategies explained.
[00:34:51] Using options for financial planning.
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