New Focus on Wealth with Chad Burton

Certified Financial Planner Chad Burton Joins Rob Black at the End of May 2026

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…

Certified Financial Planner Chad Burton Joins Rob Black In Discussing Smart Plans For Retirement

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…

Certified Financial Planner Chad Burton Discusses 2026 and Your Retirement

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…

Certified Financial Planner Chad Burton On Preparing For Retirement

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…

Certified Financial Planner Chad Burton Discusses 2026

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…

Certified Financial Planner Chad Burton Discusses Friday Stock Tumble

Certified Financial Planner Chad Burton Discusses Markets With Rob Black

Certified Financial Planner Chad Burton Talks With Rob Black On Retirement

Certified Financial Planner Chad Burton Discusses Your Retirement

Rob Black looks at late Friday headlines and looking back at the week, EP Wealth's advisor Chad Burton discusses building your wealth, More on the Thursday October 16th Retirement & Wealth…

Maximizing Real Estate Wealth & Retirement Planning: Strategies for High-Net-Worth Investors

This episode recaps Chad Burton daily guest spots with Rob Black for the week of July 24th. Sign up for the live retirement event on 2/1 in Palo Alto at www.ChadBurton.com. Chad tackles real-world…

Chad joins Rob Black to discuss new 401(k) contribution limits and other retirement topics.

Chad joins Rob Black to dive into the latest updates on 401(k) contribution limits for 2025, including new IRS catch-up provisions for older workers, mega Roth strategies, and backdoor Roth IRAs.…

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…

EP Wealth Webinar - Exploring Passive Investment Options - 241216 - audio

Are you looking for ways to optimize your real estate investments and potentially defer taxes? Watch our latest recording where we explore how 1031 exchanges into Delaware Statutory Trusts (DSTs) may…

Active Vs. Passive Real Estate, 1031 exchanges, DSTs, 721 Exchange

In this episode, Chad Burton joins Rob Black to uncover the secrets of turning underperforming real estate into a reliable source of passive income. Learn how to spot problem rental properties and…

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…

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…

Understanding Assumable Mortgages & Evaluating The Decision To Roll Over A 401k To An IRA

In this episode of "New Focus on Wealth," certified financial planner Chad Burton delves into the intricacies of the current financial landscape, offering listeners a comprehensive analysis of market…

Navigating Market Highs: Investment Strategies & Charitable Giving

In this episode, Chad Burton provides a comprehensive market update, highlighting significant gains in various indices, including the NASDAQ and S&P 500, while also discussing the recent rally in…

Health & Wealth: Strategies For A Fulfilling Retirement

In this episode, Rob Black and certified financial planner Chad Burton discuss various aspects of personal finance, retirement planning, and the impact of inflation on financial decisions. They delve…

Retirement Withdrawal Strategies

In this episode, Rob Black and certified financial planner Chad Burton discuss the current state of the financial markets, particularly focusing on the historical performance of September and the…