On this episode, Chad discusses Tax Loss Harvesting and how you can use a down market to your benefit. Tax season is right around the corner, don’t miss this episode! Listen now as Chad goes over topics that are crucial to not only your tax planning but your retirement plan as a whole.

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 as Rob and Chad discuss tax planning for retirement and the new perspective retirees will have to adapt to as they move from building wealth to living off of it. Is your portfolio ready to make that transition? Listen now to find out!

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 featured a look around the market and a discussion on how to handle the economic turbulence that may be right around the corner. Listen now as Chad explains why panic selling is the worst thing you can do in a bear market.

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 as Rob and Chad help you navigate through some of the commonly overlooked problems that occur with improper  tax and estate planning. 

Are you putting you and your family in the best position to keep your hard earned dollars after retirement? Listen now to find out!

Email your money question to [email protected]. 

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

Rob and Chad discuss what retirees are doing to maximize their enjoyment of retirement, noting that those staying busy and taking care of their diet and exercise are often happier than those who plan to retire earlier with no vision of what they want to do to keep them busy.

Next, a discussion on preparing for health-related expenses in retirement and why you should account for a 5-6% cost increase year to year. Listen now to hear the latest on all things retirement-related from Rob and Chad!

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 the latest episode of Joining Me Now, Rob and Chad discuss building wealth for retirement and the various tools you can use to do so. High-interest savings accounts, bonds, and even mortgages are just a few of the tools broken down into detail. Listen now, and don’t miss out on the opportunities of today’s economy.

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, featuring hosts Rob Black and Chad Burton, addresses what those entering retirements are doing to address current market conditions and inflation. Listen now as this dynamic duo talks about transitioning your portfolio from the accumulation phase to the income phase. Which accounts do you draw from first? What can you do to protect yourself from downturns in the market?

Listen now to find out!

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 New Focus On Wealth to get the latest insight from Certified Financial Planner Chard Burton. 

On this episode, Chad talks about the importance of fighting the FOMO of popular meme stocks that may be trendy on social media. Next, Chad explains how market corrections are some of the most crucial events towards your long-term wealth building.

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

Check out the latest episode of New Focus On Wealth, where Chad gives his expert opinion on market conditions, what they mean for your future, and how you can take advantage of the buying opportunities. Don’t miss this episode as Chad leads a detailed discussion on bonds and how to take advantage of them!

Email your money question to [email protected]. 

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

In this episode of New Focus On Wealth, Chad analyses the volatility of the bond market. Chad references similar volatility in the 80s as a hint of what may come. 

Next, find out why current conditions are a prime example of why Chad urges his clients to have three years worth of portfolio draws in Cash. 

Hit play 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