New Focus on Wealth with Chad Burton
Chad BurtonCertified 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.
| Publishes | Weekly | Episodes | 101 | Founded | 14 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | BusinessFitnessInvestingHealth & Fitness | |||
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Latest Episodes
Filtering through the "noise" on Wall Street and pointing out the current market issues and news stories that truly affect your path to retirement. Sponsored by EP Wealth Advisors. Certified Financial Planner Chad Burton joins Rob Black discussing re... more
As Regional Director for EP Wealth Advisors, Chad helps clients pursue personal financial goals through comprehensive planning, while supporting growth across his region. He works with individuals and families seeking clarity across retirement, incom... more
EP Wealth Advisor CFP Chad Burton on great ways to prepare for retirement, plus information on the next Pints and Portfolios will be in San Mateo this Saturday May 16th from 11am to 1pm with EP Wealth Advisors Ryan Ignacio CFA CFP and Julie Chan-O'Ro... more
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- Smart information
Chad has a lot of knowledge he passed on to the listener!
Apple Podcasts5Zelda/Star Wars fan
United States2 years ago - Straight forward, proven advise for those just getting started to long time investors.
I have listened to Chad Burton’s podcasts for over a year. Chad has the unique ability to reach beginners as well a veteran investors. Chad’s 28 years experience and natural financial IQ is demonstrated by his keen ability to synthesize the multitude of variables in today’s economic environment. Chad’s practical advise is understandable to even the newest of listeners. Chad is a Fee Only CFP so the bottom line is when your investments do well, then Chad does well, as simple as that. Chad is par... more
Apple Podcasts5KathMPatesonUnited States4 years ago - Terrible
Would never listen again
Apple Podcasts1@natepiffUnited States5 years ago - Commercials
I don’t listen to podcasts with commercials.
Apple Podcasts2GonzAgaveUnited States5 years ago - Excellent podcasts!
Chad gives excellent real life examples and how to prevent oneself from making common mistakes. All of his topics are relevant to current events.
Pam
Apple Podcasts5Pam AleeUnited States6 years ago
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Frequently Asked Questions About New Focus on Wealth
What is New Focus on Wealth about and what kind of topics does it cover?
The show centers on practical wealth management, retirement planning, and tax-efficient investing, often pairing Chad Burton's CFP expertise with market context and actionable strategies. Episodes frequently cover retirement accounts, charitable giving, estate planning, and portfolio construction, with a running emphasis on how policy, legislation, and tax changes shape long-term planning for individuals and high-net-worth households. A notable throughline is blending rigorous financial planning with real-world scenarios, including employer 401(k) strategies, backdoor Roth approaches, donor-advised funds, and evolving investment themes like direct indexing, AI-driven trends, and inflation considerations.
Where can I find podcast stats for New Focus on Wealth?
Rephonic provides a wide range of podcast stats for New Focus on Wealth. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to New Focus on Wealth and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.
How many listeners does New Focus on Wealth get?
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What are the audience demographics for New Focus on Wealth?
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How many subscribers and views does New Focus on Wealth have?
To see how many followers or subscribers New Focus on Wealth has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.
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. Money Matters by Allworth Financial
5. Invest Like the Best with Patrick O'Shaughnessy
How many episodes of New Focus on Wealth are there?
New Focus on Wealth launched 14 years ago and published 101 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
How do I contact New Focus on Wealth?
Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.
Where can I see ratings and reviews for New Focus on Wealth?
Rephonic pulls ratings and reviews for New Focus on Wealth from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.
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How do I access podcast episode transcripts for New Focus on Wealth?
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What guests have appeared on New Focus on Wealth?
Recent guests on New Focus on Wealth include:
1. Chad Burton
2. Patrick O'Hare
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.