New Focus on Wealth with Chad Burton

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New Focus on Wealth with Chad Burton : 2024 market recap, direct indexing and retirement asset allocation.
15/01/2025

New Focus on Wealth with Chad Burton : 2024 market recap, direct indexing and retirement asset allocation.

In this episode, Chad joins Rob Black and dives into key financial market trends, including a recap of December's performance where the S&P 500 dropped, and bonds fell. Chad discusses high expectations for Q4 2024 earnings growth, the elevated forward P/E ratio for the S&P 500, and the unprecedented...

One key habit that can significantly impact your financial well-being is automating your savings and investments 💸.By se...
29/11/2024

One key habit that can significantly impact your financial well-being is automating your savings and investments 💸.

By setting up automatic transfers from your checking account to your savings or investment accounts, you remove the temptation to spend what you might otherwise save. This "pay yourself first" approach ensures that you’re consistently putting money aside for your future, whether it’s for retirement, a rainy day fund, or a major purchase.

Start by determining a realistic amount that you can comfortably set aside each month. Then, choose the accounts where you want to direct those funds.

Swipe ⬅️ for a few tips to help you get started.

By automating your savings and investments, you cultivate a consistent approach to building wealth. Over time, even small, regular contributions can lead to significant growth, helping you achieve your financial goals without the added stress of manual management.

And don't forget to tune into New Focus on Wealth with Chad Burton for more expert tips and advice on building your wealth 🎧💸.

Retirement marks a significant phase of life, offering an opportunity to pursue endeavours that truly matter. Our belief...
27/11/2024

Retirement marks a significant phase of life, offering an opportunity to pursue endeavours that truly matter.

Our belief in the power of planning for a fulfilling retirement includes envisioning the experiences and achievements that define this chapter.

Remember, retirement planning encompasses more than just financial considerations. It involves crafting a life that brings joy and purpose. Feel free to share any goals, aspirations, or destinations you hope to explore in retirement below ⤵️.

Tune in to New Focus on Wealth with Chad Burton for expert guidance on your journey to a secure retirement 🎧💸.

25/11/2024

It’s easy to feel overwhelmed by the numbers, the strategies, and the myriad of choices we face.

But remember, every great achievement begins with a single step.

Whether it’s starting a savings plan, investing in your education, or seeking professional financial advice, the key is to take action. Believe in your capacity to create the financial future you desire, and watch as those dreams begin to unfold.

What steps are you taking today toward your financial goals 💰?

Share in the comments below ⤵️!

We all have that one dream destination we envision exploring during our retirement years. Whether it's the picturesque s...
22/11/2024

We all have that one dream destination we envision exploring during our retirement years. Whether it's the picturesque streets of Europe, the tranquility of a tropical island, or the adventure of a road trip across the country, your dream is uniquely yours.

Budgeting and planning play a pivotal role in turning these dreams into reality. By creating a dedicated travel fund and researching affordable options, you can set yourself up for unforgettable adventures.

What's your ultimate retirement travel destination? Share with us in the comments below ⬇️.

Did you know 👀... In the United States, only about 55% of workers participate in an employer-sponsored retirement plan l...
20/11/2024

Did you know 👀...

In the United States, only about 55% of workers participate in an employer-sponsored retirement plan like a 401(k) or pension.

By actively participating in these retirement plans, you can enjoy valuable benefits and take significant steps towards securing your financial future.

Don't miss out on the opportunity to save for retirement and take advantage of employer contributions and potential tax advantages. It's never too early or too late to start planning for a comfortable retirement.

Take control of your financial destiny and explore the retirement options available to you. Talk to your employer or a financial advisor to learn more about maximizing your retirement savings 💰.

Understanding Valuations: Analyzing The S&P 500 & Growth vs. ValueIn this episode of New Focus on Wealth, host Chad Burt...
20/11/2024

Understanding Valuations: Analyzing The S&P 500 & Growth vs. Value
In this episode of New Focus on Wealth, host Chad Burton, a Certified Financial Planner, discusses the current state of the market as we approach the end of the year. He highlights a busy period marked by clients selling businesses and estate planning issues. Chad notes that 2024 is shaping up to be significant for the market, with the recent Trump red wave positively impacting stock performance. He provides insights into the impressive run of NVIDIA, which has surged 183% in 2023, despite a recent dip. Chad emphasizes the importance of understanding revenue growth trends in the context of market expectations.

Tune in now to learn more!

Timestamps:

[00:01:55] Stock market performance overview.

[00:04:29] Inverse relationship of bond rates.

[00:08:30] S&P 500 earnings expectations.

[00:11:12] International markets and investment potential.

[00:15:08] Private equity market changes.

[00:19:13] Future tax implications for retirees.

[00:22:11] Estate tax planning strategies.

[00:25:21] Charitable giving from IRA.

[00:28:54] Better cashflow and ease in life.

Email your money question to [email protected]

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

In this episode of New Focus on Wealth, host Chad Burton, a Certified Financial Planner, discusses the current state of the market as we approach the end of the year. He highlights a busy period marked by clients selling businesses and estate planning issues. Chad notes that 2024 is shaping up to be...

One of the most powerful habits you can cultivate for financial success is prioritizing regular reviews of your budget a...
15/11/2024

One of the most powerful habits you can cultivate for financial success is prioritizing regular reviews of your budget and financial goals 📝.

In a rapidly changing economic landscape, staying proactive is essential. By consistently assessing your income, expenses, and investment strategies, you can identify areas for improvement and ensure that your financial plan remains aligned with your goals.

Consider setting aside time each month to review your finances. Ask yourself questions like ⤵️:

→ Are my spending habits in line with my financial goals?
→ Am I on track with my savings for retirement and other key milestones?
→ Are there any adjustments I need to make to my investment strategy given current market conditions?

This habit not only promotes accountability but also empowers you to make informed decisions that can strengthen your financial future. Remember, a well-informed investor is a confident investor.

Take the time to invest in your financial health 💸 your future self will thank you.

The allure of retiring abroad holds the promise of not only new horizons and breathtaking experiences but also the poten...
13/11/2024

The allure of retiring abroad holds the promise of not only new horizons and breathtaking experiences but also the potential for financial ease and a fulfilling lifestyle.

If the idea of trading snow for sunsets intrigues you, here's how to explore it ⤵️.

1️⃣ Research Your Destination: Investigate countries known for retiree-friendly policies, affordability, and quality of life.

2️⃣ Budget Thoroughly: Calculate retirement expenses including housing, healthcare, groceries, and activities.

3️⃣ Healthcare Considerations: Examine healthcare options and costs in your chosen location.

4️⃣ Legal and Financial Planning: Consult experts for legal, tax, and financial guidance.

5️⃣ Test the Waters: Spend time in your chosen destination to experience daily life and connect with the community.

Tune in to New Focus on Wealth with Chad Burton for expert guidance on your journey to a secure retirement 💸.

Mastering retirement withdrawal strategies is essential for a secure and worry-free future 💰.As you approach retirement,...
11/11/2024

Mastering retirement withdrawal strategies is essential for a secure and worry-free future 💰.

As you approach retirement, one crucial aspect to consider is how you will generate income to sustain your desired lifestyle. This is where withdrawal strategies come into play.

First, let's break down what a withdrawal strategy is...

👉🏼 A withdrawal strategy is a carefully crafted plan that determines how you will systematically draw funds from your retirement savings and investment accounts to cover your expenses throughout your golden years.

Let's dive into the world of withdrawal strategies and explore the top three approaches to consider, swipe ⬅️ to get a better understanding of each strategy.

Looking to learn more? Tune into the New Focus on Wealth with Chad Burton to explore the intricacies of retirement withdrawal strategies and gain expert insights from industry professionals.

Tune into the latest episode of New Focus on Wealth, where certified financial planner Chad Burton unpacks today’s finan...
08/11/2024

Tune into the latest episode of New Focus on Wealth, where certified financial planner Chad Burton unpacks today’s financial landscape and empowers you with the knowledge to navigate it effectively!

In this episode, Chad provides a detailed market update, spotlighting the impressive gains in tech-heavy indices like the NASDAQ and S&P 500. He breaks down the recent fluctuations in interest rates, discussing their effects on bond values and the crucial role of cash management in these unpredictable times.

Chad also explores the evolving real estate market, highlighting the resurgence of real estate investment trusts (REITs) and the promising opportunities in commercial properties.

Don’t miss out on this wealth of insights! Whether you’re a seasoned investor or just starting out, this episode is packed with actionable advice to help you secure and grow your financial future.

Listen now by clicking the link below 🎧💸!

https://podcasts.apple.com/ca/podcast/new-focus-on-wealth-with-chad-burton/id544020986

In today’s fast-changing financial world, staying informed is essential for making smart investment choices. With market...
06/11/2024

In today’s fast-changing financial world, staying informed is essential for making smart investment choices. With market trends shifting and new strategies emerging, it’s crucial to understand how to navigate these complexities effectively.

Swipe through to discover five essential insights that can empower you to make informed decisions about your investments, understand the implications of Federal Reserve rate adjustments, and explore tax-efficient strategies for retirement.

Learn more by listening to the latest episodes of the New Focus on Wealth podcast with Chad Burton 🎧💸.

Like a persistent itch that needs scratching, bad money habits can wreak havoc on your financial well-being.Let's take a...
04/11/2024

Like a persistent itch that needs scratching, bad money habits can wreak havoc on your financial well-being.

Let's take a closer look at three common bad money habits that Chad Burton strongly advises against:

1️⃣ Neglecting to track your expenses: Failing to keep a record of your spending can lead to financial uncertainty and prevent you from making informed decisions about your money.

2️⃣ Being lax with bill payments: Not paying your bills on time can result in late fees, interest charges, and damage to your credit score. Stay on top of your financial obligations to maintain a healthy financial life.

3️⃣ Giving in to impulse purchases: Impulse buying can drain your bank account and sabotage your savings goals. Pause, evaluate your needs versus wants, and make intentional choices to avoid falling into this costly trap.

Remember, even small money mistakes can accumulate over time. But with determination and the right knowledge, you have the power to break free from these bad habits and take control of your financial future!

Share with us in the comments below 👇🏼, what bad money habits are you determined to overcome? Let's support each other on our journey to financial success!

Dive into the latest episode of  New Focus on Wealth with Chad Burton, where he breaks down today’s complex financial la...
01/11/2024

Dive into the latest episode of New Focus on Wealth with Chad Burton, where he breaks down today’s complex financial landscape and gives you the insights you need to make informed financial decisions 💰.

In this episode, Chad unpacks the latest market trends, sharing updates on major indices like the NASDAQ and S&P 500, and explains the effects of recent Federal Reserve rate adjustments.

Curious about Roth IRAs versus traditional 401(k)s?

Chad explores the tax benefits and future value each can bring to your retirement strategy. Plus, he tackles listener questions on assumable mortgages—an essential topic given today’s high-rate environment.

Get ready for an episode packed with strategies and actionable advice to help you build and protect your wealth.

You won't want to miss it, listen now by clicking the link below 🎧💸!

https://podcasts.apple.com/ca/podcast/new-focus-on-wealth-with-chad-burton/id544020986

With markets at all-time highs and economic changes on the horizon, now is the time to consider strategies that help you...
30/10/2024

With markets at all-time highs and economic changes on the horizon, now is the time to consider strategies that help you make the most of your wealth while protecting what you’ve built.

Here’s how you can optimize your portfolio and save on taxes with smart financial planning.

Swipe ⬅️ for key insights on how to navigate today’s market. Taking these steps today can set you up for a more stable and prosperous financial future.

Remember, a well-rounded financial plan is your best defense against uncertainty!

In the newest episode of New Focus on Wealth, Chad Burton provides a fresh market update, highlighting the recent rally ...
28/10/2024

In the newest episode of New Focus on Wealth, Chad Burton provides a fresh market update, highlighting the recent rally in both the NASDAQ and S&P 500 and diving into the bond market’s response to falling interest rates 📈📉.

Chad offers valuable insights for both seasoned investors and those just starting out, covering topics like:

→ Portfolio Diversification: Learn how to make the most of market highs by strategically rebalancing your portfolio and preparing for any potential election-year volatility.

→ Tax-Savvy Charitable Giving: Chad explains how donating appreciated stocks through donor-advised funds and charitable remainder trusts can help you avoid capital gains taxes while maximizing your impact.

→ Estate Planning & Long-Term Care: From handling inherited IRAs to planning for blended families, Chad shares strategies to safeguard your financial future, addressing common retirement questions along the way.

This episode is packed with practical advice to help you navigate today’s markets while planning for a secure future. Ready to take your wealth management to the next level?

Catch the latest episode by clicking the link below 🎧💸!

https://podcasts.apple.com/ca/podcast/new-focus-on-wealth-with-chad-burton/id544020986

Opportunities In REITs & Passive IncomeIn this engaging episode of "New Focus on Wealth," certified financial planner Ch...
25/10/2024

Opportunities In REITs & Passive Income
In this engaging episode of "New Focus on Wealth," certified financial planner Chad Burton delves into the intricacies of the current financial landscape, offering listeners a comprehensive market update that highlights the impressive performance of tech-heavy indices like the NASDAQ and the S&P 500. He meticulously analyzes the recent fluctuations in interest rates, emphasizing their impact on bond values and the importance of strategic cash management in a volatile environment. Furthermore, Chad explores the evolving real estate market, shedding light on the resurgence of real estate investment trusts (REITs) and the potential for lucrative opportunities in commercial properties. He also addresses critical tax and estate planning updates, including the implications of upcoming changes in standard deductions and estate tax exemptions, urging listeners to reassess their financial strategies in light of these developments. With a wealth of insights and actionable advice, this episode serves as an invaluable resource for anyone looking to navigate the complexities of personal finance and investment in today's dynamic economy.

Tune in now to learn more!

Timestamps:

[00:01:13] NASDAQ performance for the year.

[00:06:38] Real estate and interest rates.

[00:08:56] REITs as tax-efficient income.

[00:12:15] Passive real estate investing options.

[00:14:03] Tax implications of unrealized gains.

[00:19:17] Tax cuts for middle-income Americans.

[00:24:20] Global crisis and political divisiveness.

[00:25:57] Charitable gifting and tax deductions.

[00:28:15] Charitable giving tax strategies.

[00:32:42] Digital assets in estate planning.

[00:36:03] Discretionary trust distribution strategies.

Email your money question to [email protected]

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

In this engaging episode of "New Focus on Wealth," certified financial planner Chad Burton delves into the intricacies of the current financial landscape, offering listeners a comprehensive market update that highlights the impressive performance of tech-heavy indices like the NASDAQ and the S&P 500...

Retirement marks a significant phase of life, offering an opportunity to pursue endeavours that truly matter. Our belief...
25/10/2024

Retirement marks a significant phase of life, offering an opportunity to pursue endeavours that truly matter.

Our belief in the power of planning for a fulfilling retirement includes envisioning the experiences and achievements that define this chapter.

Remember, retirement planning encompasses more than just financial considerations. It involves crafting a life that brings joy and purpose. Feel free to share any goals, aspirations, or destinations you hope to explore in retirement below ⤵️.

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