New Focus on Wealth with Chad Burton

Language: eng
Episodes: 123
Last: 7 Mar 2018

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 investment portfolio... this is the show for you.

Episodes (123)

It’s no secret we need to renegotiate our trade deals. Between the media uproar and what he does, could Trump be coordinating a genius plan?

It’s no secret we need to renegotiate our trade deals. Between the media uproar and what he does, could Trump be coordinating a genius plan?

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Published: 7 Mar 2018 Duration: 40:41

When you look at what Trump tweets out and compare it to what actually gets done, you have to wonder if the tax cuts and trade war are all part of a genius plan or a path of disaster. Things have changed drastically since NAFTA was implemen... Read more →

When you look at what Trump tweets out and compare it to what actually gets done, you have to wonder if the tax cuts and trade war are all part of a genius plan or a path of disaster. Things have changed drastically since NAFTA was implemen... Read more →
Trump breaks free from the GOP over tariffs and North Korea plans denuclearization talks. Yeah, the news really is that strange today.

Trump breaks free from the GOP over tariffs and North Korea plans denuclearization talks. Yeah, the news really is that strange today.

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Published: 7 Mar 2018 Duration: 40:42

Today’s headlines have some interesting news to say the least. White House Economic Advisor Gary Cohn is devising a way to halt tariffs Trump announced last week. Also, North Korea announces they are open to discussing denuclearization with... Read more →

Today’s headlines have some interesting news to say the least. White House Economic Advisor Gary Cohn is devising a way to halt tariffs Trump announced last week. Also, North Korea announces they are open to discussing denuclearization with... Read more →
Wells Fargo is making headlines for all the wrong reasons and it’s got some customers are thinking twice. Here’s what people need to know before changing banks.

Wells Fargo is making headlines for all the wrong reasons and it’s got some customers are thinking twice. Here’s what people need to know before changing banks.

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Published: 2 Mar 2018 Duration: 40:43

As Wells Fargo continues the messy business of changing company culture, a Portland whistleblower reports a failure to investigate fraud and was subsequently fired. Wells Fargo seems to be so plagued by problems lately that a client called ... Read more →

As Wells Fargo continues the messy business of changing company culture, a Portland whistleblower reports a failure to investigate fraud and was subsequently fired. Wells Fargo seems to be so plagued by problems lately that a client called ... Read more →
What is dollar-cost averaging and why does it make for a bad retirement strategy?

What is dollar-cost averaging and why does it make for a bad retirement strategy?

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Published: 2 Mar 2018 Duration: 40:44

In retirement a lot of people believe they have to invest only for income so they shift to all high income stocks and high yielding bonds, a major mistake in a rising rates environment. Today I explain why dollar-cost averaging is not a goo... Read more →

In retirement a lot of people believe they have to invest only for income so they shift to all high income stocks and high yielding bonds, a major mistake in a rising rates environment. Today I explain why dollar-cost averaging is not a goo... Read more →
Financial planning is not a “one strategy fits all” deal. Today Rob and I discuss the basics, bitcoin and tax cuts.

Financial planning is not a “one strategy fits all” deal. Today Rob and I discuss the basics, bitcoin and tax cuts.

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Published: 28 Feb 2018 Duration: 39:50

If you watch the market the way Rob does, you know that the first Friday of every month is super important for setting up the jobs market. Today Rob and I discuss the basic ideas of financial planning and the many different ways to play the... Read more →

If you watch the market the way Rob does, you know that the first Friday of every month is super important for setting up the jobs market. Today Rob and I discuss the basic ideas of financial planning and the many different ways to play the... Read more →
Stock market returns always boil down to revenue and earnings of individual companies. Today I discuss the emotions that drive daily numbers and 2018 expectations.

Stock market returns always boil down to revenue and earnings of individual companies. Today I discuss the emotions that drive daily numbers and 2018 expectations.

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Published: 22 Feb 2018 Duration: 39:45

When prices go up consumer demand goes up and we see inflation. The Federal Reserve fights back by adjusting the lending rates, less money is being lent and put into the economy and we go through a cycle. It’s a pretty simple concept that i... Read more →

When prices go up consumer demand goes up and we see inflation. The Federal Reserve fights back by adjusting the lending rates, less money is being lent and put into the economy and we go through a cycle. It’s a pretty simple concept that i... Read more →
Walmart announces it won’t meet Wall Street earnings while same store sales increase 2.6% and the dollar finally rises with treasury yields.

Walmart announces it won’t meet Wall Street earnings while same store sales increase 2.6% and the dollar finally rises with treasury yields.

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Published: 20 Feb 2018 Duration: 39:45

At the beginning of every year we seem to hear the same stories. Either inflation or deflation becomes the major concern for the economy. This year inflation seems to be the focus. Today I discuss the dollar finally rising with treasury yie... Read more →

At the beginning of every year we seem to hear the same stories. Either inflation or deflation becomes the major concern for the economy. This year inflation seems to be the focus. Today I discuss the dollar finally rising with treasury yie... Read more →
What is your retirement number? If early retirement is one of your goals you’ll need to be able to live on less than passive income. Here’s why.

What is your retirement number? If early retirement is one of your goals you’ll need to be able to live on less than passive income. Here’s why.

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Published: 15 Feb 2018 Duration: 39:40

Retirement looks different for everyone and we all have our own retirement number. Unfortunately most people don’t know what their retirement number looks like and retire without even being close to what they need. In fact I wouldn’t even c... Read more →

Retirement looks different for everyone and we all have our own retirement number. Unfortunately most people don’t know what their retirement number looks like and retire without even being close to what they need. In fact I wouldn’t even c... Read more →
Today I discuss how real stock market correction feel and how long they typically last. I also discuss how younger people need to plan for passive income vs. retirement.

Today I discuss how real stock market correction feel and how long they typically last. I also discuss how younger people need to plan for passive income vs. retirement.

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Published: 14 Feb 2018 Duration: 38:25

So far it’s been a great season for earning reports with Q4 earnings coming in at a 14% increase instead of the predicted 11% increase. Meanwhile 10 year treasury rates have a major increase. Other topics include: Self employed retirement ... Read more →

So far it’s been a great season for earning reports with Q4 earnings coming in at a 14% increase instead of the predicted 11% increase. Meanwhile 10 year treasury rates have a major increase. Other topics include: Self employed retirement ... Read more →
Soaring prices are making renting out a Bay Area home a poor deal. Today I discuss the pressure on Bay Area real estate.

Soaring prices are making renting out a Bay Area home a poor deal. Today I discuss the pressure on Bay Area real estate.

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Published: 8 Feb 2018 Duration: 39:46

Bay Area home prices are so elevated that investors are receiving low yield even if they buy a property all-cash. Today I discuss Bay Area real estate issues including high prices, rising rates, tax law changes and the basic worker not bein... Read more →

Bay Area home prices are so elevated that investors are receiving low yield even if they buy a property all-cash. Today I discuss Bay Area real estate issues including high prices, rising rates, tax law changes and the basic worker not bein... Read more →
Stock market pullbacks never feel good but Monday wasn’t even in the top 20 worst one day % drops.

Stock market pullbacks never feel good but Monday wasn’t even in the top 20 worst one day % drops.

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Published: 6 Feb 2018 Duration: 39:47

The Dow dropped 1500 points making it the largest intraday point drop in history. Interestingly enough this huge point drop doesn’t even come close to breaking daily pullbacks when recorded in percentages and is not even considered a corr... Read more →

The Dow dropped 1500 points making it the largest intraday point drop in history. Interestingly enough this huge point drop doesn’t even come close to breaking daily pullbacks when recorded in percentages and is not even considered a corr... Read more →
More companies are getting Amazoned and consumers are winning. Today Rob discusses the price wars between Amazon and physical stores.

More companies are getting Amazoned and consumers are winning. Today Rob discusses the price wars between Amazon and physical stores.

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Published: 30 Jan 2018 Duration: 39:57

Was 2017 the year the year we coined the term “getting Amazoned”? Today Rob discusses physical stores like Target, Walmart and Costco who are feeling the heat from Amazon and slashing prices. Other topics include: AMD’s epic server chip Fi... Read more →

Was 2017 the year the year we coined the term “getting Amazoned”? Today Rob discusses physical stores like Target, Walmart and Costco who are feeling the heat from Amazon and slashing prices. Other topics include: AMD’s epic server chip Fi... Read more →
Earnings season has a great start and Japan experiences major cryptocurrency theft.

Earnings season has a great start and Japan experiences major cryptocurrency theft.

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Published: 29 Jan 2018 Duration: 39:46

Earning season is off to a great start with earnings growth up around 12% from this time last year, but some people are still calling for expansion of the PE ratio due to synchronized global growth and low interest rates. This big rally als... Read more →

Earning season is off to a great start with earnings growth up around 12% from this time last year, but some people are still calling for expansion of the PE ratio due to synchronized global growth and low interest rates. This big rally als... Read more →
Bonds bear markets and wage inflation. Today I break down what financial analysts are talking about

Bonds bear markets and wage inflation. Today I break down what financial analysts are talking about

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Published: 27 Jan 2018 Duration: 39:44

There are two headlines you keep hearing right now: “bear market for bonds” and “soon-to-be wage inflation”. If you listen closely you’ll also hear that we are in a goldilocks phase that reminds me of the late 90’s. Today I explain what it ... Read more →

There are two headlines you keep hearing right now: “bear market for bonds” and “soon-to-be wage inflation”. If you listen closely you’ll also hear that we are in a goldilocks phase that reminds me of the late 90’s. Today I explain what it ... Read more →
A new report has the financial world talking about portfolio projections. Is it realistic? Here’s what I think about the new research. Encore Mashup!

A new report has the financial world talking about portfolio projections. Is it realistic? Here’s what I think about the new research. Encore Mashup!

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Published: 23 Jan 2018 Duration: 39:41

While everyone was out enjoying their MLK holiday the financial industry was buzzing over new reports. Would you be able to survive retirement with a 60/40 US stock-bond portfolio? Today I discuss the calls for historically low average retu... Read more →

While everyone was out enjoying their MLK holiday the financial industry was buzzing over new reports. Would you be able to survive retirement with a 60/40 US stock-bond portfolio? Today I discuss the calls for historically low average retu... Read more →
The market is off to an amazing start as the Dow hits 26,000 and sees its fastest 1,000 point rise ever. Are we dreaming or is this reality?

The market is off to an amazing start as the Dow hits 26,000 and sees its fastest 1,000 point rise ever. Are we dreaming or is this reality?

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Published: 18 Jan 2018 Duration: 39:31

Last year was remarkable not only because market expectations were low and US leadership was less than desirable, but also because US equities consistency delivered positive returns. Typically we have an intra-year drawdown of 14%; in 2017 ... Read more →

Last year was remarkable not only because market expectations were low and US leadership was less than desirable, but also because US equities consistency delivered positive returns. Typically we have an intra-year drawdown of 14%; in 2017 ... Read more →
A new report has the financial world talking about portfolio projections. Is it realistic? Here’s what I think about the new research.

A new report has the financial world talking about portfolio projections. Is it realistic? Here’s what I think about the new research.

Play
Published: 17 Jan 2018 Duration: 39:41

While everyone was out enjoying their MLK holiday the financial industry was buzzing over new reports. Would you be able to survive retirement with a 60/40 US stock-bond portfolio? Today I discuss the calls for historically low average retu... Read more →

While everyone was out enjoying their MLK holiday the financial industry was buzzing over new reports. Would you be able to survive retirement with a 60/40 US stock-bond portfolio? Today I discuss the calls for historically low average retu... Read more →
How does your retirement plan stand up to readiness testing? Today I discuss the numbers behind recent updates to Capital Market Assumptions.

How does your retirement plan stand up to readiness testing? Today I discuss the numbers behind recent updates to Capital Market Assumptions.

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Published: 11 Jan 2018 Duration: 40:42

Updated reports are once again calling for low returns on traditional balanced portfolios. I explain how some "forecasters" expect low end numbers for a traditional 60/40 portfolio; a portfolio that should have given you double digit return... Read more →

Updated reports are once again calling for low returns on traditional balanced portfolios. I explain how some "forecasters" expect low end numbers for a traditional 60/40 portfolio; a portfolio that should have given you double digit return... Read more →
Retirement planning changed under the new tax code. Today I explain the points of confusion and discuss retirement planning strategies.

Retirement planning changed under the new tax code. Today I explain the points of confusion and discuss retirement planning strategies.

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Published: 9 Jan 2018 Duration: 40:44

How has retirement planning changed based on the new tax code? Whether you have questions about the potential 20% of net income deduction on real estate or how the phase out works, the new tax code needs clarification. Other topics include:... Read more →

How has retirement planning changed based on the new tax code? Whether you have questions about the potential 20% of net income deduction on real estate or how the phase out works, the new tax code needs clarification. Other topics include:... Read more →
The new tax plan is in effect and people are asking how they can take advantage of the deductions. Today I dive into the details of the new tax code.

The new tax plan is in effect and people are asking how they can take advantage of the deductions. Today I dive into the details of the new tax code.

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Published: 4 Jan 2018 Duration: 40:09

The new tax plan is all people seem to be talking about. Unfortunately the new tax plan is far from the simplified one I hoped for, but it does include several (unnecessary) cuts and changes that many are beginning to ask about. Small busin... Read more →

The new tax plan is all people seem to be talking about. Unfortunately the new tax plan is far from the simplified one I hoped for, but it does include several (unnecessary) cuts and changes that many are beginning to ask about. Small busin... Read more →