Tune in for the latest from Joining Me Now featuring an extended episode that dives into tax strategies and how to approach a complex retirement plan with your CFP. Hosts Rob Black and Chad Burton talk about the first steps taken with new clients, such as identifying personal expenses, what you're planning to do for fun, and finding your purpose in retirement. Chad explains how he takes this information to model various retirement scenarios, making it easier than ever to prepare for a successful retirement and provide a New Focus on Wealth. Also, hear about IRA to Roth conversions and handling concentrated stock positions. Listen now!

Email your money question to [email protected].

Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com

On this episode of Joining Me Now, Rob and Chad talk about taxes, financial planning, wealth preservation, and more. Listen as Rob and Chad discuss the importance of working with a fiduciary and avoiding salesmen that don't have your best interest in mind. Rob and Chad identify and break down the various steps to planning and executing a successful financial plan for you and your loved ones.

Email your money question to [email protected].

Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com

The latest episode of joining me now with hosts Rob Black and Chad Burton features a discussion on withdrawal strategies in retirement. Next, Rob and Chad discuss what yesterday's 60/40 portfolio has evolved to in the modern age of retirement planning. Don't miss the latest from Rob and Chad. Listen now!

Email your money question to [email protected].

Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com

The latest episode of Joining Me Now covers the various tests that can help determine the likelihood of your finances successfully supporting your retirement. Rob and Chad take a question from a listener about inherited IRAs and identifying the best time to take the tax hit. Finally, Rob and Chad discuss why enabling your children with finances can be detrimental for everyone involved. Listen now!

Email your money question to [email protected].

Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com

This episode of Joining Me Now with Hosts Rob Black & Chad Burton discusses the importance of conservative retirement planning, an analysis of the bond market, and evergreen topics on the wealth management cycle. Catch the latest from this dynamic duo and listen now.

Email your money question to [email protected].

Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com

Listen to the latest episode of Joining Me Now to hear the latest from Rob and Guest Host Chad Burton as they discuss the housing market, stock market conditions, and the opportunity to rebalance your portfolio. Listen now!

Email your money question to [email protected].

Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com

The latest episode of New Focus On Wealth with Certified Financial Planner Chad Burton features a discussion on IRAs, managing the balance between supporting your children and prioritizing your retirement. Chad notes that 70% of parents with kids over the age of 18 have sacrificed their personal finances to help their kids. Don't miss the latest from Chad as he dives into these topics and more!

Email your money question to [email protected].

Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com

Catch the latest from Certified Financial Planner Chad Burton as he addresses a question from a listener about whether or not it's always better to wait until your 70s to take social security. Next, Chad compares stock market returns to real estate investments before diving into various ways you can take advantage of current tax laws with your real estate portfolio. Listen now!

Email your money question to [email protected].

Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com

Listen to the latest from Certified Financial Planner Chad Burton as he provides his regular market updates before discussing all things involved in the world of wealth building and financial planning.

On this episode, Chad answers questions from listeners on identity theft and retirement accounts, specifically describing how people who make too much money to fund a Roth can fund a Roth. Chad also revisits last episode's discussion on FDIC Insurance. Listen now.

Email your money question to [email protected].

Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com

The latest episode of New Focus On Wealth addresses misconceptions about FDIC Insurance after the collapse of Silicon Valley Bank. Next, Chad discusses the common misunderstanding about Life Insurance as an investment, noting how exposure to stocks in these accounts prevents you from being able to take advantage of dividends. Finally, Chad talks about long-term care insurance and how to weigh the pros and cons of keeping or losing your insurance in the case of increased rates. Don't miss the latest from Certified Financial Planner Chad Burton.

Email your money question to [email protected].

Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com