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New Focus on Wealth with Chad Burton

New Focus on Wealth
Stock Market
S&P 500
Artificial Intelligence
NVIDIA
Bitcoin
NASDAQ
Retirement Planning
Apple
Tesla
Federal Reserve
Dow Jones Industrial Average
Amazon
Gold
Inflation
Netflix
Investment Strategies
Real Estate
Meta
Spacex
Financial Planning

Rob Black and Certified Financial Planner, Chad Burton, discuss 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.

PublishesDailyEpisodes598Founded4 years ago
Number of ListenersCategories
InvestingBusinessFitnessHealth & Fitness

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Artwork for New Focus on Wealth

Latest Episodes

Rob Black, financial news anchor from KRON TV San Francisco, reports on the latest stories for Wednesday 8/12/26.

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Rob Black, financial news anchor from KRON TV San Francisco, reports on the latest stories for Tuesday 8/11/26.

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Rob Black, financial news anchor from KRON TV San Francisco, reports on the latest stories for Monday 8/10/26.

See omnystudio.com/listener for privacy information.

Rob Black, financial news anchor from KRON TV San Francisco, reports on the latest stories for Friday 8/7/26.

See omnystudio.com/listener for privacy information.

Key Facts

Accepts Guests
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Podcast Host
Number of Listeners
Find out how many people listen to this podcast per episode and each month.

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Recent Guests

Joe Davis
Vanguard's Global Chief Economist and Global Head of the Investment Strategy Group
Vanguard
Episode: NEW FOCUS ON WEALTH podcast 8-7-26
Rahul Shah
Certified Financial Planner, regional director at EP Wealth
EP Wealth
Episode: NEW FOCUS ON WEALTH podcast 8-3-26
Raoul Shah
Certified Financial Planner, Chartered Retirement Planning Counselor
EP Wealth
Episode: NEW FOCUS ON WEALTH podcast 7-22-26
Tony Mendes
Mortgage lender and real estate finance expert
Bay Area Loan Source
Episode: NEW FOCUS ON WEALTH podcast 7-16-26
Julie Chan O'Rourke
CFP
(mentioned CFPs on show)
Episode: NEW FOCUS ON WEALTH podcast 7-14-26
Chad Burton
Certified Financial Planner
Episode: NEW FOCUS ON WEALTH podcast 7-10-26
Patrick O'Hare
Briefing.com analyst featured on the episode
briefing.com
Episode: NEW FOCUS ON WEALTH podcast 7-8-26
Tom Lee
Senior strategist/analyst at FundStrat
FundStrat
Episode: NEW FOCUS ON WEALTH podcast 6-24-26
Stephanie Richmond
CFP, retirement planning expert
EP Wealth
Episode: NEW FOCUS ON WEALTH podcast 02-27-26

Host

Rob Black
Host of New Focus on Wealth; long-running financial commentator focusing on market updates and wealth-building

Reviews

3.3 out of 5 stars from 7 ratings
  • Unoriginal

    Rob Black is good but without Chad Burton I can’t listen to

    Apple Podcasts
    1
    Retirement Rich
    United Statesa year ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

The host has strong market insight, but depth often hinges on the guest.
Some episodes feel promo-heavy around events, which may affect perceived objectivity.
Chad Burton's presence elevates credibility and usefulness for retirement planning.
Listeners seem to value practical, actionable financial planning guidance over style or commentary.
The balance between host opinion and guest expertise is a recurring point of critique.

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Talking Points

Recent interactions between the hosts and their guests.

NEW FOCUS ON WEALTH podcast 8-6-26
Q: What else do I need to know about the 401(k) in your words?
Shah emphasizes maximizing employer matches, tax-deferred growth, and the importance of understanding the long-term compounding benefits, while also noting the need to balance contributions with other financial priorities.
NEW FOCUS ON WEALTH podcast 7-29-26
Q: Let's talk tax loss harvesting strategies. This is something people don't like doing. It's selling at a loss, but sometimes you could make lemonade out of the lemons.
Rahul explains the basics of tax loss harvesting, including wash sale rules, how to use losses across portfolios, and the importance of coordinating strategies across accounts to avoid IRS pitfalls while still pursuing long-term market participation.
NEW FOCUS ON WEALTH podcast 7-22-26
Q: What is the best way to handle concentrated stock in a high-net-worth portfolio?
Use annual gift exclusions to transfer stock to children or trusts, then consider a GRAT to move future appreciation out of the estate while preserving some control and avoiding immediate gift taxes.
NEW FOCUS ON WEALTH podcast 6-2-26
Q: Is now a good time to buy stocks given current markets?
The guest notes that despite run-ups, there is still upside in earnings and a case for rebalancing rather than chasing gains, especially as retirement nears; emphasizes careful risk management and diversification.
NEW FOCUS ON WEALTH podcast 5-22-26
Q: What's the biggest retirement mistake people make?
Underestimating how long retirement can last and not planning for healthcare costs, housing, and longevity risk.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About New Focus on Wealth

What is New Focus on Wealth about and what kind of topics does it cover?

A practical, finance-focused show hosted by a veteran market commentator alongside a CFP who specializes in retirement planning. Episodes blend actionable wealth-building guidance with macro market context, covering retirement strategies, estate planning, and tax-efficient investing, while frequently weaving in AI, big-tech, and market developments. Guests are typically financial planning professionals or market analysts who provide concrete guidance on preserving and transferring wealth, navigating retirement costs, and leveraging investment opportunities. The tone is accessible and pragmatic, with recurring promotions for wealth-preservation events. This mix makes it useful for listeners seeking long-term planning insights, concrete finan... more

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Which podcasts are similar to New Focus on Wealth?

These podcasts share a similar audience with New Focus on Wealth:

1. Rob Black Show
2. Rob Black Show
3. Rob Black Show
4. Investing Insights
5. Best Stocks Now with Bill Gunderson

How many episodes of New Focus on Wealth are there?

New Focus on Wealth launched 4 years ago and published 598 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on New Focus on Wealth?

Recent guests on New Focus on Wealth include:

1. Joe Davis
2. Rahul Shah
3. Raoul Shah
4. Tony Mendes
5. Julie Chan O'Rourke
6. Chad Burton
7. Patrick O'Hare
8. Tom Lee

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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