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New Focus on Wealth with Chad Burton

Chad Burton

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New Focus on Wealth with Chad Burton
New Focus on Wealth with Chad Burton

New Focus on Wealth with Chad Burton

Chad Burton

1
Followers
0
Plays
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About Us

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.

Latest Episodes

Are you worried about creating a pension? Let’s find out if it’s a smooth move or a contract that’ll leave you with regret.

There are many types of investors out there and right now conservative investors are experiencing tough times. Could creating your own pension could be the best solution for those that crave certainty in a market that is fluctuating? Other topics include: • Pros and cons of longevity contracts • Finding sources of income you can’t outlive • Cell phone and online security

41 MIN4 d ago
Comments
Are you worried about creating a pension? Let’s find out if it’s a smooth move or a contract that’ll leave you with regret.

The trade war front is looking better after last week, but what will companies be saying about last quarter’s numbers?

Earnings kick off this week and the market is expecting numbers to be flat or slightly negative due to comparables. While the numbers are less than desirable to investors, what is important is whether or not CEO’s will the cite trade war for causing issues. Other topics include: • What to do in today’s low rate environment • An urgency to take advantage of tax cuts • Should entrepreneurs fund a SEP IRA if they qualify for 20% business deduction? • Fixing Social Security • DIY pensions

40 MIN5 d ago
Comments
The trade war front is looking better after last week, but what will companies be saying about last quarter’s numbers?

Retirement planning is more than hitting high numbers –Are you mentally prepared for your golden years?

Planning for retirement is goes beyond making sure you have enough money that’ll last. So much of retirement is finally making that decision to quit working no matter how daunting that next phase of life can be. Today it’s all about preparing for every aspect of retirement. Topics include: • Financial readiness tests and myths • Retirement fears and anxiety • Dealing with health limitations • Adult child dependency • Cash flow planning • Medicare and HSA plans

39 MIN1 w ago
Comments
Retirement planning is more than hitting high numbers –Are you mentally prepared for your golden years?

Your baby is all grown up and headed for college. Can you still legally help your child when they need it?

October 1st is the start date for college students looking for financial aid and students who apply early are more likely to receive more money than their friends who stall. While parents are always willing to do anything to help their children succeed, after age 18 you are unable to act on their behalf on financial transactions and healthcare decisions. Is your child set up with a POA and a healthcare directive? Also: • Does infinite banking work? • Cash value life insurance policies • HSA account

39 MIN1 w ago
Comments
Your baby is all grown up and headed for college. Can you still legally help your child when they need it?

Manufacturing reports came in worse than projected. Is this the start of a recession and can the consumer turn this around?

Manufacturing reports showed the weakest numbers in 10 years. In fact numbers lower than expected due to trade issues slowing things down and presented the worst rating since June 2009. A manufacturing slowdown alone is not enough to put us into a recession; strong consumer sentiment is what we need to keep the economy going strong. Other topics include: • What is Bond duration? • Why even own bonds at these low rates? • Hidden costs of owning rental properties

39 MIN2 w ago
Comments
Manufacturing reports came in worse than projected. Is this the start of a recession and can the consumer turn this around?

Biased articles and scare tactics are the easiest way for media to get your attention. Letting these stories affect your financial decisions is the easiest way to make an investing mistake.

As Q3 comes to an end it’s mindboggling to think of all the crazy headlines we have heard in these few short months. Separate your investing moves from the fear-based media stories vying for your attention. These headlines only matter in the short term and gut-decisions lead to mistakes. Don’t let the media scare you into making a mistake! Also: • Q3 review • Why own bonds in a low rate environment? • Two cases for being a global investor • Portfolio tweaks

39 MIN2 w ago
Comments
Biased articles and scare tactics are the easiest way for media to get your attention. Letting these stories affect your financial decisions is the easiest way to make an investing mistake.

Impeaching Trump is the main focus of the media right now, but should the Fed Repo Efforts be capturing our attention right now?

• Should the repurchase market be the biggest headlines? • Fixing Craig’s backdoor Roth IRA conversion • 401k, Roth IRA, Megaroth 401k, Backdoor Roth, SEP-IRA–Which one do you fund? • Is velocity banking worth the effort • What to do when you’re struggling to pay down debt • Funding retirement when your employer doesn’t match your 401k • Factoring pensions into your retirement plan • Reassessing your rental property

38 MIN3 w ago
Comments
Impeaching Trump is the main focus of the media right now, but should the Fed Repo Efforts be capturing our attention right now?

Last year was the first year the market had been negative after quite some time. It’s time to get back in the habit of harvesting losses and managing your taxable accounts.

Managing your taxes is extremely important once you go beyond your 401k. Every year you need to be in the habit of actively harvesting losses if you have them. As long as you don’t buy back what you sold within 30 days, you can take that loss on your tax return. You also need to be aware of issues of inherited gains in mutual funds and ETF’s in your taxable account. ALso: • Irrevocable trust issues • Healthcare directives & POLST forms • Protecting family money in community property assets

39 MINSEP 19
Comments
Last year was the first year the market had been negative after quite some time. It’s time to get back in the habit of harvesting losses and managing your taxable accounts.

The yield curve inverted twice last month, are we still expecting a recession to hit?

Twice in month of August, the yield curve inverted and two year bonds were paying more than 10 year government bonds. Many people panicked believing a recession was imminent. Is it still a predictor of an impending recession or just an unfortunate coincidence that raised alarm? Other topics include: • How to contribute to a Mega Roth IRA online • Can you contribute to a Mega Roth if you have a SEP IRA? • Self-employed retirement saving issues • Momentum vs. value investing • Financial regrets

39 MINSEP 18
Comments
The yield curve inverted twice last month, are we still expecting a recession to hit?

Chad Burton and Rob Black cover a wide range of listener email questions including Roth 401k(s), paying for college, and protecting you and your spouse’s future by preparing for long term healthcare costs.

Not enough people financially plan for prolonged nursing home stays. Medicare helps with these costs if you meet a certain criteria that only few actually meet. After that, expenses are all out of your own pocket. Also: • Combining traditional and Roth 401k’s contributions • Mega Roth 401k and creating huge amounts of tax free money • Funding college without a 529 plan • Pros and cons of carrying a mortgage • Mohammed and his multiple retirement accounts • Should Robert rollover his IRA

39 MINSEP 14
Comments
Chad Burton and Rob Black cover a wide range of listener email questions including Roth 401k(s), paying for college, and protecting you and your spouse’s future by preparing for long term healthcare costs.

Latest Episodes

Are you worried about creating a pension? Let’s find out if it’s a smooth move or a contract that’ll leave you with regret.

There are many types of investors out there and right now conservative investors are experiencing tough times. Could creating your own pension could be the best solution for those that crave certainty in a market that is fluctuating? Other topics include: • Pros and cons of longevity contracts • Finding sources of income you can’t outlive • Cell phone and online security

41 MIN4 d ago
Comments
Are you worried about creating a pension? Let’s find out if it’s a smooth move or a contract that’ll leave you with regret.

The trade war front is looking better after last week, but what will companies be saying about last quarter’s numbers?

Earnings kick off this week and the market is expecting numbers to be flat or slightly negative due to comparables. While the numbers are less than desirable to investors, what is important is whether or not CEO’s will the cite trade war for causing issues. Other topics include: • What to do in today’s low rate environment • An urgency to take advantage of tax cuts • Should entrepreneurs fund a SEP IRA if they qualify for 20% business deduction? • Fixing Social Security • DIY pensions

40 MIN5 d ago
Comments
The trade war front is looking better after last week, but what will companies be saying about last quarter’s numbers?

Retirement planning is more than hitting high numbers –Are you mentally prepared for your golden years?

Planning for retirement is goes beyond making sure you have enough money that’ll last. So much of retirement is finally making that decision to quit working no matter how daunting that next phase of life can be. Today it’s all about preparing for every aspect of retirement. Topics include: • Financial readiness tests and myths • Retirement fears and anxiety • Dealing with health limitations • Adult child dependency • Cash flow planning • Medicare and HSA plans

39 MIN1 w ago
Comments
Retirement planning is more than hitting high numbers –Are you mentally prepared for your golden years?

Your baby is all grown up and headed for college. Can you still legally help your child when they need it?

October 1st is the start date for college students looking for financial aid and students who apply early are more likely to receive more money than their friends who stall. While parents are always willing to do anything to help their children succeed, after age 18 you are unable to act on their behalf on financial transactions and healthcare decisions. Is your child set up with a POA and a healthcare directive? Also: • Does infinite banking work? • Cash value life insurance policies • HSA account

39 MIN1 w ago
Comments
Your baby is all grown up and headed for college. Can you still legally help your child when they need it?

Manufacturing reports came in worse than projected. Is this the start of a recession and can the consumer turn this around?

Manufacturing reports showed the weakest numbers in 10 years. In fact numbers lower than expected due to trade issues slowing things down and presented the worst rating since June 2009. A manufacturing slowdown alone is not enough to put us into a recession; strong consumer sentiment is what we need to keep the economy going strong. Other topics include: • What is Bond duration? • Why even own bonds at these low rates? • Hidden costs of owning rental properties

39 MIN2 w ago
Comments
Manufacturing reports came in worse than projected. Is this the start of a recession and can the consumer turn this around?

Biased articles and scare tactics are the easiest way for media to get your attention. Letting these stories affect your financial decisions is the easiest way to make an investing mistake.

As Q3 comes to an end it’s mindboggling to think of all the crazy headlines we have heard in these few short months. Separate your investing moves from the fear-based media stories vying for your attention. These headlines only matter in the short term and gut-decisions lead to mistakes. Don’t let the media scare you into making a mistake! Also: • Q3 review • Why own bonds in a low rate environment? • Two cases for being a global investor • Portfolio tweaks

39 MIN2 w ago
Comments
Biased articles and scare tactics are the easiest way for media to get your attention. Letting these stories affect your financial decisions is the easiest way to make an investing mistake.

Impeaching Trump is the main focus of the media right now, but should the Fed Repo Efforts be capturing our attention right now?

• Should the repurchase market be the biggest headlines? • Fixing Craig’s backdoor Roth IRA conversion • 401k, Roth IRA, Megaroth 401k, Backdoor Roth, SEP-IRA–Which one do you fund? • Is velocity banking worth the effort • What to do when you’re struggling to pay down debt • Funding retirement when your employer doesn’t match your 401k • Factoring pensions into your retirement plan • Reassessing your rental property

38 MIN3 w ago
Comments
Impeaching Trump is the main focus of the media right now, but should the Fed Repo Efforts be capturing our attention right now?

Last year was the first year the market had been negative after quite some time. It’s time to get back in the habit of harvesting losses and managing your taxable accounts.

Managing your taxes is extremely important once you go beyond your 401k. Every year you need to be in the habit of actively harvesting losses if you have them. As long as you don’t buy back what you sold within 30 days, you can take that loss on your tax return. You also need to be aware of issues of inherited gains in mutual funds and ETF’s in your taxable account. ALso: • Irrevocable trust issues • Healthcare directives & POLST forms • Protecting family money in community property assets

39 MINSEP 19
Comments
Last year was the first year the market had been negative after quite some time. It’s time to get back in the habit of harvesting losses and managing your taxable accounts.

The yield curve inverted twice last month, are we still expecting a recession to hit?

Twice in month of August, the yield curve inverted and two year bonds were paying more than 10 year government bonds. Many people panicked believing a recession was imminent. Is it still a predictor of an impending recession or just an unfortunate coincidence that raised alarm? Other topics include: • How to contribute to a Mega Roth IRA online • Can you contribute to a Mega Roth if you have a SEP IRA? • Self-employed retirement saving issues • Momentum vs. value investing • Financial regrets

39 MINSEP 18
Comments
The yield curve inverted twice last month, are we still expecting a recession to hit?

Chad Burton and Rob Black cover a wide range of listener email questions including Roth 401k(s), paying for college, and protecting you and your spouse’s future by preparing for long term healthcare costs.

Not enough people financially plan for prolonged nursing home stays. Medicare helps with these costs if you meet a certain criteria that only few actually meet. After that, expenses are all out of your own pocket. Also: • Combining traditional and Roth 401k’s contributions • Mega Roth 401k and creating huge amounts of tax free money • Funding college without a 529 plan • Pros and cons of carrying a mortgage • Mohammed and his multiple retirement accounts • Should Robert rollover his IRA

39 MINSEP 14
Comments
Chad Burton and Rob Black cover a wide range of listener email questions including Roth 401k(s), paying for college, and protecting you and your spouse’s future by preparing for long term healthcare costs.