New Focus on Wealth with Chad Burton

By Chad Burton

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 investme... more

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FAQs about New Focus on Wealth with Chad Burton:

How many episodes does New Focus on Wealth with Chad Burton have?

The podcast currently has 805 episodes available.

New Focus on Wealth with Chad Burton episodes:

May 05, 2016 Today Kym chats with military veteran, entrepreneur and Supernatural actor, Travis Aaron Wade.
Today Kym is joined by Supernatural actor, Travis Aaron Wade. Kym will start out by having Travis tell us about a trip to Mexico that gave him the urge to join the military fresh out of high school and the entrepreneurial spirit his parents instilled in him early in life. He then tells us about a common accident that led him to create a time released candle wick, and getting it purchased by a candle company. Kym also asks Travis about his t-shirt company, Arm The Animals, which helps animals in need as well as a dog shampoo company he is currently launching.

To have your questions answered by Kym and her guests call 1-800-516-1220 on Thursdays from 2:00-3:00 p.m. (PDT)

Email your money question to [email protected] , or call the show at 1-800-516-1220 from 2:00-3:00 p.m. (PDT)

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

Encore Edition
...more
43min
May 03, 2016Rob Black spends this afternoon helping us better understand money saving and investing.
Rob opens today's show with
several stories including one that shows just how expensive real
estate in the Bay Area has become. He then relates this story to
the oil crisis and explains how understanding supply and demand
helps to understand investing. Other topics discussed today
include:
Being cautious of pushy
investors and scammy techniques.
Comparing stocks on Wall
Street.
Having a financial plan,
especially when you are married or have children.
Paying attention to your
spending on fundamentals.
How does the stock market
currently resemble "Dad Bod"?

Don't
forget about our upcoming seminar at Four Points by Sheraton
San Jose Airport on May 19th where Rob Black and I will explain how
to build a retirement portfolio that lasts. Registration is only
$5 so click HERE to sign up!

Email your money question to [email protected]
, or call the show at 1-800-516-1220 from
2:00-3:00 p.m. (PDT)

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

Encore Edition
...more
40min
May 02, 2016 Today I discuss dealing with children who are bad with money, taking a trial run at retirement and studying abroad with a 529 plan.
A conversation I overheard bringsup a discussion about dealing with children who are bad withmoney,especially when it affects your estate plan. I thendiscuss leaving money in a living trust and naming atrustee. A Bloomberg article about American’s choosingto study abroad leads me to explain how 529 plans can be usedoutside of the US. Why you should take a trial run at retirement. Irespond to Dan’s question about where to keep safe money andprovide an interesting alternative to an FDIC. Bad rules of thumbfor retirement planning.

Don'tforget about our upcoming seminar at Four Points by SheratonSan Jose Airport on May 19th where Rob Black and I will explainhowto build a retirement portfolio that lasts. Registration isonly $5 so click HERE to sign up!
Email your money question to [email protected],or callthe show at 1-800-516-1220 from2:00-3:00p.m.(PDT)

Call 1-888-762-2423 for Wealth Management and Financial Planningservices or visit www.NewFocusFinancial.com.
Encore Edition
...more
42min
April 29, 2016Kym learns about cognitive computing from IBM’s Sandy Carter
The era of cognitive computing is
coming up, but just how are we teaching computers to think as we
do? Kym calls up the General Manager of IBM’s Developer
Ecosystem and startups, Sandy Carter, to find out. At the start of
today’s show Sandy will tell us a bit about her successful career
at IBM and how she has become a strong female presence in an
otherwise male dominated field. Kym then asks about the differences
between cognitive computing and traditional computing as well as
differences between where humans and computers excel and why we
need cognitive computing. During the latter half of the show Sandy
will respond to questions from several startups
including:
Magnus Ivarsson from Game Reality asks
about the use of AI cognitive computing in virtual
games.
Gier Christian Karlsen from
AppsCo wants to
know how we can use patterns and user behavior to add security to
digital life.
Faramarz Farhoodi from AquaThings asks which tools Sandy would recommend for
knowledge based applications that use strong AI.
Alexander gets sandy’s advice
for applying AI technology to healthcare startups.
Angelica White from ZIPPYAR questions the
social impact this technology will have on future
generations.
Robert from Tally asks if IBM
has any projects that will take advantage of the growing chatbot
trend.
Carlos Uraga from Erle
Robotics is curious about how the interaction between robotics
and IoT will play out.

Don't
forget about our upcoming seminar at Four Points by Sheraton
San Jose Airport on May 19th where Rob Black and I will explain how
to build a retirement portfolio that lasts. Registration is only
$5 so click HERE to sign up!

To have your questions answered
by Kym and her guests call 1-800-516-1220 on Thursdays from
2:00-3:00 p.m. (PDT)
Email your money question to
[email protected]
, or call the show at 1-800-516-1220 from
2:00-3:00 p.m. (PDT)

Call 1-888-762-2423 for Wealth
Management and Financial Planning services or visit www.NewFocusFinancial.com.
...more
40min
April 26, 2016 Today I discuss major estate planning mistakes, all cash home buyers and how to transition from the accumulation to the distribution phase.
Did Prince die without a will? I
explain how the IRS views and handles estates that continue to make
money after death like Michael Jackson and Elvis. I then move on to
real estate in the Bay Area explaining the issue with all cash
foreign buyers, lower tax benefits and the lack of millennial
buyers who can afford home loans; all of which concern me. I also
talk about rates of return and average market history and then
transitioning from accumulation phase to distribution
phase.

Don't
forget about our upcoming seminar at Four Points by Sheraton
San Jose Airport on May 19th where Rob Black and I will explain how
to build a retirement portfolio that lasts. Registration is only
$5 so click HERE to sign up!

Email your money question to [email protected]
, or call the show at 1-800-516-1220 from
2:00-3:00 p.m. (PDT)

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

...more
41min
April 25, 2016 Today I discuss maximizing your income taxes through proper tax bracket management
On today’s
show I explain maximizing your income taxes through proper tax
bracket management. This starts with making sure your IRA
withdrawal and Roth conversion plans match your estate planning
goals. You may want to take advantage of a Stretch Roth IRA or
Stretch IRA in your estate plan. I then move on to other estate
planning mistakes such as non-qualified annuities, creating a
separate trust for younger or spendthrift children, not using IRA's
to donate to charities and estate planning tips if you have saved
$5.5 million or more.
Towards
the end of the show I discuss what needs to be done after someone
dies, from getting the estate tax ID number and death certificates
to contacting social security and other professionals.

Don't
forget about our upcoming seminar at Four Points by Sheraton
San Jose Airport on May 19th where Rob Black and I will explain how
to build a retirement portfolio that lasts. Registration is only
$5 so click HERE to sign up!

Email your money question to [email protected]
, or call the show at 1-800-516-1220 from
2:00-3:00 p.m. (PDT)

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

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id="CmCaReT"&gt;&lt;/span&gt;
...more
41min
April 22, 2016 Kym talks about the journey to entrepreneurship with Michael Levitt.
Today Kym chats with Michael Levitt, a serial entrepreneur who has been involved with several well known companies. Kym will begin by finding out how Michael got into technology and how a job as a security guard led to a job with the Department of Defense. He then tells us why he got into coding and what he learned from his first failed startup company. We then learn how Amazon and the “silly technology scheme” inspired BlueLight.com and how he could have saved AOL during the broadband switch. Former Samsung Executive Steven Rahman calls in to talk about Silicon Valley’s tech bubble and what China is doing to help.

Don't forget about our upcoming seminar at Four Points by Sheraton San Jose Airport on May 19th where Rob Black and I will explain how to build a retirement portfolio that lasts. Registration is only $5 so click HERE to sign up!

To have your questions answered by Kym and her guests call 1-800-516-1220 on Thursdays from 2:00-3:00 p.m. (PDT)

Email your money question to [email protected] , or call the show at 1-800-516-1220 from 2:00-3:00 p.m. (PDT)

Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.
Encore Edition
...more
44min
April 19, 2016 Annuities: What You Should Know
Annuities get a lot of bad press. Chad Burton, CFP®, and Rob Black discuss the reasons why plus whether there’s ever a good reason to buy an annuity.
Commercial-Free
...more
5min
April 19, 2016Today I talk about dishonest financial advisors, identity theft and explain some terminology.
I open today’s show by explaining how some people get swindled by financial advisors and how to spot an illegitimate advisor. I also discuss:
Protecting your family and yourself from identity theft.
Financial planning with elderly family members without overriding.
An article linking giving to happiness in seniors and several options for you to do the same.
I give Edward my opinion about investing in emerging markets.
I also define and explain Dollar-Cost Averaging, No-Load funds and ETFs.

Don't forget about our upcoming seminar at Four Points by Sheraton San Jose Airport on May 19th where Rob Black and I will explain how to build a retirement portfolio that lasts. Registration is only $5 so click HERE to sign up!

Email your money question to [email protected] , or call the show at 1-800-516-1220 from 2:00-3:00 p.m. (PDT)

Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.
...more
41min
April 18, 2016 Michelle Lerman and I discuss the new Transfer-On-Death Deed and compare it to living trusts.
Estate planning attorney Michelle Lerman calls in and tells us about options for the new Transfer-On-Death Deed (TOD) and if a living trust is still the best option for leaving your home to an heir. She then walks us through the steps for setting up a TOD Deed and mentions several pros and cons. We also discuss the new California Law giving rights to the terminally ill patient to request life ending treatments.
Later on I discuss things to consider as you file taxes such as state sales tax deduction, child care and the American opportunity tax credit. A caller asks for my opinion about safe money invested in two different funds. I also explain new "computer" benefits for 529 college savings plans and I discuss what index beating active mutual funds have in common.

Don't forget about our upcoming seminar at Four Points by Sheraton San Jose Airport on May 19th where Rob Black and I will explain how to build a retirement portfolio that lasts. Registration is only $5 so click HERE to sign up!

Email your money question to [email protected] , or call the show at 1-800-516-1220 from 2:00-3:00 p.m. (PDT)

Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.
...more
42min

FAQs about New Focus on Wealth with Chad Burton:

How many episodes does New Focus on Wealth with Chad Burton have?

The podcast currently has 805 episodes available.

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