New Focus on Wealth with Chad Burton

Today I talk about dishonest financial advisors, identity theft and explain some terminology.

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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.

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    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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    New Focus on Wealth with Chad BurtonBy Chad Burton
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