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New Focus on Wealth with Chad Burton

New Focus on Wealth
Retirement Planning
S&P 500
Real Estate
Tax Planning
Investment Strategies
Interest Rates
Estate Planning
Inflation
1031 Exchange
Tax-Efficient Investing
Reinvesting Dividends
Tax Strategies
Capital Gains Tax
Donald Trump
529 Plans
Investment Portfolio
Stock Market
Financial Advice
Delaware Statutory Trust
Tax Cuts and Jobs Act

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.

PublishesDailyEpisodes471Founded3 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 Thursday 2/12/26.

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Rob Black, financial news anchor from KRON TV San Francisco, reports on the latest stories for Wednesday 2/11/26.

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Rob Black, financial news anchor from KRON TV San Francisco, reports on the latest stories for Tuesday 2/10/26.

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Rob Black, financial news anchor from KRON TV San Francisco, reports on the latest stories for Monday 2/9/26.

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Key Facts

Accepts Guests
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Number of Listeners
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Recent Guests

Tony Mendes
Real estate and mortgage expert from Bay Area Loan Source
Bay Area Loan Source
Episode: NEW FOCUS ON WEALTH podcast 1-29-26
Tony Mendez
Mortgage lender at Bay Area Loan Source
Bay Area Loan Source
Episode: NEW FOCUS ON WEALTH podcast 12-4-25
Adam Phillips
Managing Director of Portfolio Strategy with EP Wealth
EP Wealth
Episode: NEW FOCUS ON WEALTH podcast 7-9-25
Patrick O'Hare
Strategist and analyst of the markets with briefing.com
briefing.com
Episode: NEW FOCUS ON WEALTH podcast 7-2-25
Chad Burton
Certified Financial Planner and expert in wealth management
EP Wealth
Episode: NEW FOCUS ON WEALTH pocast 6-12-25
Ryan Ignacio
Certified Financial Planner with EP Wealth
EP Wealth
Episode: NEW FOCUS ON WEALTH podcast 6-10-25

Hosts

Rob Black
Financial expert and host discussing key topics in financial planning and investment strategies.
Chad Burton
Certified Financial Planner and co-host providing insights on financial planning and wealth management strategies.

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 States8 months ago

Listeners Say

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

Listeners appreciate the financial insights and investment strategies provided by the hosts. Some express a strong preference for the dynamics between the co-hosts, highlighting occasional concerns when one host is absent.

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Talking Points

Recent interactions between the hosts and their guests.

NEW FOCUS ON WEALTH podcast 1-21-26
Q: What are your thoughts on current market conditions?
The market is showing some anxiety, but there are signs of healthy participation, especially from small and mid-cap stocks.
NEW FOCUS ON WEALTH podcast 1-14-26
Q: What do you think about the recent projections for Social Security and Medicare trust funds?
Chad Burton mentions that they are on track to deplete their reserves earlier than expected, and urges younger generations to prepare financially without relying on Social Security.
NEW FOCUS ON WEALTH podcast 01-07-26
Q: How does tax loss harvesting work in practice?
Tax loss harvesting involves selling a stock at a loss to offset gains, while ensuring you don't buy the same stock back within 31 days.
NEW FOCUS ON WEALTH podcast 01-07-26
Q: What are some of the most common triggers of capital gains exposure for high net worth investors?
Business sales, highly appreciated stocks, and real estate sales are the most common triggers for capital gains exposure.
NEW FOCUS ON WEALTH podcast 12-17-25
Q: How do you see that translating into 2026 expectations?
The expectations for 2026 will depend on continued economic growth and interest rates.

Audience Metrics

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Listeners per Episode
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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?

The episodes cover a broad array of financial topics, offering insights into investment strategies, market trends, retirement planning, and personal finance management. Key discussions often revolve around current events affecting the financial landscape, such as stock market fluctuations, emerging technologies, and economic policies. Notably, the hosts often include expert perspectives on the implications of major company developments and government policies on wealth management strategies, making it particularly relevant for listeners seeking to enhance their financial literacy and investment acumen. The unique blend of analytical reviews with actionable advice in the realm of personal finance makes this content truly engaging for those i... 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. New Focus on Wealth with Chad Burton
3. Rob Black Show
4. Your Money, Your Wealth
5. Stay Wealthy Retirement Podcast

How many episodes of New Focus on Wealth are there?

New Focus on Wealth launched 3 years ago and published 471 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. Tony Mendes
2. Tony Mendez
3. Adam Phillips
4. Patrick O'Hare
5. Chad Burton
6. Ryan Ignacio

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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