
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.
| Publishes | Daily | Episodes | 101 | Founded | 14 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusinessFitnessHealth & Fitness | |||

EP Wealth Advisor CFP Chad Burton on great ways to prepare for retirement, plus information on the next seminar with EP Wealth Advisors Chad and Ryan Ignacio at the Palo Alto Elks Lodge January 15th at 6:30pm covering important tax strategies and mor... more
Chad talks about the markets on Tuesday 1/5/26 and what we may see the rest of the year, plus more on the next seminar with EP Wealth Advisors Chad and Ryan Ignacio at the Palo Alto Elks Lodge January 15th at 6:30pm covering important tax strategies ... more
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Chad has a lot of knowledge he passed on to the listener!
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
Would never listen again
I don’t listen to podcasts with commercials.
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
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Focusing on financial planning and wealth management, an insightful series often features discussions surrounding retirement strategies, investment portfolios, and current market trends. Episodes include analysis of economic factors affecting investments, tips for maximizing retirement contributions, and practical advice on tax-efficient investing that appeals to both novice and experienced investors. Unique elements include a strong emphasis on using real-life scenarios and expert insights to navigate complex financial landscapes, catering especially to those seeking clarity on their financial futures.
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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
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.
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Recent guests on New Focus on Wealth include:
1. Chad Burton
2. Patrick O'Hare
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