On this episode of Joining Me Now, Rob and Chad discuss their encounters that made for an interesting tax season.

Next, your favorite co-hosts talk about the biggest fears among current retirees, noting that the war in Ukraine and inflation are among the most common answers.

Listen now as Rob and Chad discuss retirement and how to plan for it, plus what Chad has seen over the course of his career that has changed what he plans to do before and during retirement.

Email your money question to [email protected]. 

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

See omnystudio.com/listener for privacy information.

On this episode of New Focus on Wealth, Chad opens with a discussion about what he noticed during this round of tax returns, noting that capital gain distributions were the highest he’s seen since he started doing radio in 1999.

Next, Chad breaks down the tax surprises some people may have noticed after investing in mutual funds. 

Listen now as Chad talks taxes, retirement, and gifting in his return from radio silence during peak tax season.

Email your money question to [email protected]. 

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

See omnystudio.com/listener for privacy information.

In this episode of New Focus On Wealth, Chad talks about interest rates and the cause of inflation. 

Next, Chad moves on to explain why and how you should get your gifting out of the way now instead of the end of the year. 

Listen now as Chad discusses alternative retirement investments as retirement becomes more expensive than ever.

Email your money question to [email protected]. 

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

 

See omnystudio.com/listener for privacy information.

In this episode of Joining Me Now, Rob and Chad discuss what retirement means in 2022, noting the change in perception for pre-retirement due to the lifestyle change brought by the pandemic. 

Next, Rob and Chad discuss the important conversations spouses may want to have as they approach their ideal retirement age. 

Listen to Rob and Chad as they take a deep dive into retirement and the decisions you may or may not be forced to make.

Email your money question to [email protected]. 

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

See omnystudio.com/listener for privacy information.

In this episode of New Focus On Wealth, Chad goes over a brief market overview, addressing the problems that come with inflation and geopolitical issues the US currently faces. 

Next, Chad addresses the importance of not scaring yourself out of the market and remaining updated on the performance of your portfolio, noting that it’s crucial to allow the stocks you want to sell in fear to remain in your portfolio to recover. 

You won’t want to miss this episode. Join the discussion 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

See omnystudio.com/listener for privacy information.

In this episode of Joining Me Now, Chad and Rob answer a question from a listener. Should they pay off their mortgage? Chad reveals his thoughts on the matter. 

Next, Chad goes over the reasons to be cautious about working with family and the benefit he sees in watching his son earn experience elsewhere. 

Listen now to hear Chad address the most common issue that you have to avoid to reach the potential of your long-term investments.

Email your money question to [email protected]. 

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

See omnystudio.com/listener for privacy information.

On the latest episode of New Focus On Wealth, Chad addresses the recent State Of The Union address from President Biden. 

Chad notes that it's rare to see an oil price spike without a lingering recession. 

Moving onto Crypto, Chad notes that the meme-coin bubble has burst but that the recent fiscal developments overseas make the outline for crypto more interesting. 

How soon are we due for a recession? Are the warning signs already in place? 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

See omnystudio.com/listener for privacy information.

On this episode of New Focus On Wealth, Chad provided a brief market update before moving on to a discussion on inflation.

Are you looking at inflation the right way? Chad notes that inflation will not maintain the same trajectory because it is judged based on the previous year, meaning that while inflation rates look like they are going down, the level of inflation is still relatively high based on the decades of low inflation. 

You won’t want to miss this episode. 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

See omnystudio.com/listener for privacy information.

On this episode of New Focus On Wealth, Chad provides a brief market update before moving on to a discussion on asset allocation. 

What are the pros and cons of rolling over your 401K? Chad makes some points that may change your view on 401K rollovers.

You won't want to miss this one!

Email your money question to [email protected]. 

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

See omnystudio.com/listener for privacy information.

On this episode of New Focus On Wealth, Chad recaps the rough month of January and gives his advice to new investors. Noting that starting a retirement account and utilizing apps like Acorns is a great way to start investing.

Listen now as Chad speaks on altcoins, NFTs, 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

See omnystudio.com/listener for privacy information.