All Episodes

NEW FOCUS ON WEALTH podcast 5-14-26

NEW FOCUS ON WEALTH podcast 5-13-26

NEW FOCUS ON WEALTH podcast 5-12-26

NEW FOCUS ON WEALTH podcast 5-11-26

NEW FOCUS ON WEALTH podcast 5-8-26

NEW FOCUS ON WEALTH podcast 5-7-26

NEW FOCUS ON WEALTH podcast 5-6-26

NEW FOCUS ON WEALTH podcast 5-5-26

NEW FOCUS ON WEALTH podcast 5-4-26

NEW FOCUS ON WEALTH podcast 5-1-26

NEW FOCUS ON WEALTH podcast 4-30-26

NEW FOCUS ON WEALTH podcast 4-29-26

NEW FOCUS ON WEALTH podcast 4-28-26

NEW FOCUS ON WEALTH podcast 4-27-26

NEW FOCUS ON WEALTH podcast 4-24-26

NEW FOCUS ON WEALTH podcast 4-23-26

NEW FOCUS ON WEALTH podcast 4-22-26

NEW FOCUS ON WEALTH podcast 4-21-26

NEW FOCUS ON WEALTH podcast 4-20-26

NEW FOCUS ON WEALTH podcast 4-17-26

NEW FOCUS ON WEALTH podcast 4-16-26

NEW FOCUS ON WEALTH podcast 4-15-26

NEW FOCUS ON WEALTH podcast 4-14-26

NEW FOCUS ON WEALTH podcast 4-13-26

NEW FOCUS ON WEALTH podcast 4-10-26

NEW FOCUS ON WEALTH podcast 4-9-26

NEW FOCUS ON WEALTH podcast 4-8-26

NEW FOCUS ON WEALTH podcast 4-7-26

NEW FOCUS ON WEALTH podcast 4-6-26

NEW FOCUS ON WEALTH podcast 4-3-26

NEW FOCUS ON WEALTH podcast 4-2-26

NEW FOCUS ON WEALTH podcast 4-1-26

NEW FOCUS ON WEALTH podcast 3-31-26

NEW FOCUS ON WEALTH podcast 3-30-26

NEW FOCUS ON WEALTH podcast 3-27-26

NEW FOCUS ON WEALTH podcast 3-26-26

NEW FOCUS ON WEALTH podcast 3-25-26

NEW FOCUS ON WEALTH podcast 3-24-26

NEW FOCUS ON WEALTH podcast 3-23-26

NEW FOCUS ON WEALTH podcast 3-20-26

NEW FOCUS ON WEALTH podcast 3-19-26

NEW FOCUS ON WEALTH podcast 3-18-26

NEW FOCUS ON WEALTH podcast 3-17-26

NEW FOCUS ON WEALTH podcast 3-16-26

NEW FOCUS ON WEALTH podcast 3-13-26

NEW FOCUS ON WEALTH podcast 3-12-26

NEW FOCUS ON WEALTH podcast 3-11-26

NEW FOCUS ON WEALTH podcast 3-10-26

NEW FOCUS ON WEALTH podcast 3-9-26

NEW FOCUS ON WEALTH podcast 3-6-26

NEW FOCUS ON WEALTH podcast 3-5-26

NEW FOCUS ON WEALTH podcast 3-4-26

NEW FOCUS ON WEALTH podcast 3-3-26

NEW FOCUS ON WEALTH podcast 3-2-26

NEW FOCUS ON WEALTH podcast 02-27-26

NEW FOCUS ON WEALTH podcast 02-26-26

NEW FOCUS ON WEALTH podcast 02-25-26

NEW FOCUS ON WEALTH podcast 2-24-26

NEW FOCUS ON WEALTH podcast 2-23-26

NEW FOCUS ON WEALTH podcast 02-20-26

NEW FOCUS ON WEALTH podcast 02-19-26

NEW FOCUS ON WEALTH podcast 02-18-26

NEW FOCUS ON WEALTH podcast 2-17-26

NEW FOCUS ON WEALTH podcast 2-13-26

NEW FOCUS ON WEALTH pocast 2-12-26

NEW FOCUS ON WEALTH podcast 2-11-26

NEW FOCUS ON WEALTH podcast 2-10-26

NEW FOCUS ON WEALTH podcast 2-9-26

NEW FOCUS ON WEALTH podcast 2-6-26

NEW FOCUS ON WEALTH podcast 2-5-26

NEW FOCUS ON WEALTH podcast 2-4-26

NEW FOCUS ON WEALTH podcast 2-3-26

NEW FOCUS ON WEALTH podcast 2-2-26

NEW FOCUS ON WEALTH podcast 1-30-26

NEW FOCUS ON WEALTH podcast 1-29-26

NEW FOCUS ON WEALTH podcast 1-28-26

NEW FOCUS ON WEALTH podcast 1-27-26

NEW FOCUS ON WEALTH podcast 1-26-26

NEW FOCUS ON WEALTH podcast 01-23-26

NEW FOCUS ON WEALTH podcast 1-22-26

NEW FOCUS ON WEALTH podcast 1-21-26

NEW FOCUS ON WEALTH podcast 1-20-26

NEW FOCUS ON WEALTH podcast 01-19-26

NEW FOCUS ON WEALTH podcast 01-16-26

NEW FOCUS ON WEALTH podcast 01-15-26

NEW FOCUS ON WEALTH podcast 1-14-26

NEW FOCUS ON WEALTH podcast 1-13-26

NEW FOCUS ON WEALTH podcast 1-12-26

NEW FOCUS ON WEALTH podcast 1-9-26

NEW FOCUS ON WEALTH podcast 01-07-26

NEW FOCUS ON WEALTH podcast 1-6-26

NEW FOCUS ON WEALTH podcast 1-5-26

NEW FOCUS ON WEALTH podcast 01-02-26

NEW FOCUS ON WEALTH podcast 12-31-25

NEW FOCUS ON WEALTH podcast 12-31-25

NEW FOCUS ON WEALTH podcast 12-30-25

NEW FOCUS ON WEALTH podcast 12-29-25

NEW FOCUS ON WEALTH podcast 12-26-25

NEW FOCUS ON WEALTH podcast 12-24-25

NEW FOCUS ON WEALTH podcast 12-22-25

NEW FOCUS ON WEALTH podcast 12-19-25

NEW FOCUS ON WEALTH podcast 12-18-25

NEW FOCUS ON WEALTH podcast 12-17-25

NEW FOCUS ON WEALTH podcast 12-16-25

NEW FOCUS ON WEALTH podcast 12-15-25

NEW FOCUS ON WEALTH podcast 12-12-25

NEW FOCUS ON WEALTH podcast 12-11-25

NEW FOCUS ON WEALTH podcast 12-10-25

NEW FOCUS ON WEALTH podcast 12-9-25

NEW FOCUS ON WEALTH podcast 12-8-25

NEW FOCUS ON WEALTH podcast 12-5-25

NEW FOCUS ON WEALTH podcast 12-4-25

NEW FOCUS ON WEALTH podcast 12-3-25

NEW FOCUS ON WEALTH podcast 12-2-25

NEW FOCUS ON WEALTH podcast 12-1-25

NEW FOCUS ON WEALTH podcast 11-27-25

NEW FOCUS ON WEALTH podcast 11-26-25

NEW FOCUS ON WEALTH podcast 11-25-25

NEW FOCUS ON WEALTH podcast 11-24-25

NEW FOCUS ON WEALTH podcast 11-21-25

NEW FOCUS ON WEALTH podcast 11-20-25

NEW FOCUS ON WEALTH podcast 11-19-25

NEW FOCUS ON WEALTH podcast 11-18-25

NEW FOCUS ON WEALTH podcast 11-17-25

NEW FOCUS ON WEALTH podcast 11-14-25

NEW FOCUS ON WEALTH podcast 11-13-25

NEW FOCUS ON WEALTH podcast 11-12-25

NEW FOCUS ON WEALTH podcast 11-11-25

NEW FOCUS ON WEALTH podcast 11-10-25

NEW FOCUS ON WEALTH podcast 11-7-25

NEW FOCUS ON WEALTH podcast 11-6-25

NEW FOCUS ON WEALTH podcast 11-5-25

NEW FOCUS ON WEALTH podcast 11-4-25

NEW FOCUS ON WEALTH podcast 11-3-25

NEW FOCUS ON WEALTH podcast 10-31-25

NEW FOCUS ON WEALTH podcast 10-30-25

NEW FOCUS ON WEALTH podcast 10-29-25

NEW FOCUS ON WEALTH podcast 10-28-25

NEW FOCUS ON WEALTH podcast 10-27-25

NEW FOCUS ON WEALTH podcast 10-24-25

NEW FOCUS ON WEALTH podcast 10-23-25

NEW FOCUS ON WEALTH podcast 10-22-25

NEW FOCUS ON WEALTH podcast 10-21-25

NEW FOCUS ON WEALTH podcast 10-20-25

NEW FOCUS ON WEALTH podcast 10-17-25

NEW FOCUS ON WEALTH podcast 10-16-25

NEW FOCUS ON WEALTH podcast 10-15-25

NEW FOCUS ON WEALTH podcast 10-14-25

NEW FOCUS ON WEALTH podcast 10-13-25

NEW FOCUS ON WEALTH podcast 10-10-25

NEW FOCUS ON WEALTH podcast 10-9-25

NEW FOCUS ON WEALTH podcast 10-8-25

NEW FOCUS ON WEALTH podcast 10-7-25

NEW FOCUS ON WEALTH podcast 10-6-25

NEW FOCUS ON WEALTH podcast 10-3-25

NEW FOCUS ON WEALTH podcast 10-2-25

NEW FOCUS ON WEALTH podcast 10-01-25

NEW FOCUS ON WEALTH podcast 9-30-25

NEW FOCUS ON WEALTH podcast 9-29-25

NEW FOCUS ON WEALTH podcast 9-26-25

NEW FOCUS ON WEALTH podcast 9-25-25

NEW FOCUS ON WEALTH podcast 9-24-25

NEW FOCUS ON WEALTH podcast 9-23-25

NEW FOCUS ON WEALTH podcast 9-22-25

NEW FOCUS ON WEALTH podcast 9-19-25

NEW FOCUS ON WEALTH podcast 9-18-25

NEW FOCUS ON WEALTH podcast 9-17-25

NEW FOCUS ON WEALTH podcast 9-16-25

NEW FOCUS ON WEALTH podcast 9-15-25

NEW FOCUS ON WEALTH podcast 9-12-25

NEW FOCUS ON WEALTH podcast 9-11-25

NEW FOCUS ON WEALTH podcast 9-9-25

NEW FOCUS ON WEALTH podcast 9-8-25

NEW FOCUS ON WEALTH podcast 9-5-25

NEW FOCUS ON WEALTH podcast 9-4-25

NEW FOCUS ON WEALTH podcast 9-3-25

NEW FOCUS ON WEALTH podcast 9-2-25

NEW FOCUS ON WEALTH podcast 8-29-25

NEW FOCUS ON WEALTH podcast 8-28-25

NEW FOCUS ON WEALTH podcast 8-27-25

NEW FOCUS ON WEALTH podcast 8-26-25

NEW FOCUS ON WEALTH podcast 8-25-25

NEW FOCUS ON WEALTH podcast 8-22-25

NEW FOCUS ON WEALTH podcast 8-21-25

NEW FOCUS ON WEALTH podcast 8-20-25

NEW FOCUS ON WEALTH podcast 8-19-25

NEW FOCUS ON WEALTH podcast 8-18-25

NEW FOCUS ON WEALTH podcast 8-15-25

NEW FOCUS ON WEALTH podcast 8-14-25

NEW FOCUS ON WEALTH podcast 8-13-25

NEW FOCUS ON WEALTH podcast 8-12-25

NEW FOCUS ON WEALTH podcast 8-11-25

NEW FOCUS ON WEALTH podcast 8-8-25

NEW FOCUS ON WEALTH podcast 8-7-25

NEW FOCUS ON WEALTH podcast 8-6-25

NEW FOCUS ON WEALTH podcast 8-5-25

NEW FOCUS ON WEALTH podcast 8-4-25

NEW FOCUS ON WEALTH podcast 8-1-25

NEW FOCUS ON WEALTH podcast 7-31-25

NEW FOCUS ON WEALTH podcast 7-30-25

NEW FOCUS ON WEALTH podcast Chad Burton 7-29-25

NEW FOCUS ON WEALTH podcast 7-28-25

NEW FOCUS ON WEALTH podcast 7-25-25

NEW FOCUS ON WEALTH podcast 7-24-25

NEW FOCUS ON WEALTH podcast 7-23-25

NEW FOCUS ON WEALTH podcast 7-22-25

NEW FOCUS ON WEALTH podcast 7-21-25

NEW FOCUS ON WEALTH podcast 7-18-25

NEW FOCUS ON WEALTH podcast 7-17-25

NEW FOCUS ON WEALTH podcast 7-16-25

NEW FOCUS ON WEALTH podcast 7-15-25

NEW FOCUS ON WEALTH podcast 7-14-25

NEW FOCUS ON WEALTH podcast 7-11-25

NEW FOCUS ON WEALTH podcast 7-10-25

NEW FOCUS ON WEALTH podcast 7-9-25

NEW FOCUS ON WEALTH podcast 7-8-25

NEW FOCUS ON WEALTH podcast 7-7-25

NEW FOCUS ON WEALTH podcast 7-4-25

NEW FOCUS ON WEALTH podcast 7-3-25

NEW FOCUS ON WEALTH podcast 7-2-25

NEW FOCUS ON WEALTH podcast 7-1-25

NEW FOCUS ON WEALTH podcast 6-30-25

NEW FOCUS ON WEALTH podcast 6-27-25

NEW FOCUS ON WEALTH podcast 6-26-25

NEW FOCUS ON WEALTH podcast 6-25-25

NEW FOCUS ON WEALTH podcast 6-24-25

NEW FOCUS ON WEALTH podcast 6-23-25

NEW FOCUS ON WEALTH podcast 6-20-25

NEW FOCUS ON WEALTH podcast 6-18-25

NEW FOCUS ON WEALTH podcast 6-17-25

NEW FOCUS ON WEALTH podcast 6-16-25

NEW FOCUS ON WEALTH podcast 6-13-25

NEW FOCUS ON WEALTH pocast 6-12-25

NEW FOCUS ON WEALTH podcast 6-11-25

NEW FOCUS ON WEALTH podcast 6-10-25

NEW FOCUS ON WEALTH podcast 6-9-25

NEW FOCUS ON WEALTH podcast 6-6-25

NEW FOCUS ON WEALTH podcast 6-5-25

NEW FOCUS ON WEALTH podcast 6-4-25

NEW FOCUS ON WEALTH podcast 6-3-25

NEW FOCUS ON WEALTH podcast 6-2-25

NEW FOCUS ON WEALTH pocast 5-30-25

NEW FOCUS ON WEALTH podcast 5-29-25

NEW FOCUS ON WEALTH podcast 5-28-25

NEW FOCUS ON WEALTH podcast 5-27-25

NEW FOCUS ON WEALTH podcast 5-23-25

NEW FOCUS ON WEALTH podcast 5-22-25

NEW FOCUS ON WEALTH podcast 5-21-25

NEW FOCUS ON WEALTH podcast 5-20-25

NEW FOCUS ON WEALTH podcast 5-19-25

NEW FOCUS ON WEALTH podcast 5-16-25

NEW FOCUS ON WEALTH podcast 5-15-25

NEW FOCUS ON WEALTH podcast 05-14-25

NEW FOCUS ON WEALTH podcast 5-13-25

NEW FOCUS ON WEALTH podcast 5-12-25

NEW FOCUS ON WEALTH podcast 5-9-25

NEW FOCUS ON WEALTH podcast 5-8-25

NEW FOCUS ON WEALTH podcast 5-7-25

NEW FOCUS ON WEALTH podcast 5-6-25

NEW FOCUS ON WEALTH podcast 5-5-25

NEW FOCUS ON WEALTH podcast 5-2-25

NEW FOCUS ON WEALTH podcast 5-1-25

NEW FOCUS ON WEALTH podcast 4-30-25

NEW FOCUS ON WEALTH podcast 4-29-25

NEW FOCUS ON WEALTH podcast 4-28-25

NEW FOCUS ON WEALTH podcast 4-25-25

NEW FOCUS ON WEALTH podcast 4-24-25

NEW FOCUS ON WEALTH podcast 4-23-25

NEW FOCUS ON WEALTH podcast 4-22-25

NEW FOCUS ON WEALTH Rob Black & Chad Burton podcast 4-21-25

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

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

2024 market recap, direct indexing and retirement asset allocation.

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

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

Understanding Valuations: Analyzing The S&P 500 & Growth vs. Value

Opportunities In REITs & Passive Income

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

Navigating Market Highs: Investment Strategies & Charitable Giving

Health & Wealth: Strategies For A Fulfilling Retirement

Retirement Withdrawal Strategies

The Fed's 50 Basis Point Cut

The Federal Reserve's Impact On Your Retirement

Retirement Planning Essentials

The Current Economic Landscape In This Political Climate

Evaluating Rental Properties For Net Income & Considering 1031 Exchanges

The Impact of Proposed Tax Reforms

Identity Theft Safeguards & Long-Term Care Options

Active vs. Passive Management in Asset Classes

Market & Economic Update: What Is Driving Volatility?

Strategies for Selling Covered Calls, Capital Gains Tax & 529 Plans

Sudden Shift On Wall Street, Small Caps Surge as Fed Rate Cuts Loom

All Stars National Anthem, Wall Street Updates & Amazon Prime Day

Strategies For Managing Investments To Minimize Taxes In Retirement

Concentration in the S&P 500

Build A Tax-conscious Retirement Portfolio

Should You Give Your Money To Younger Generations While Alive?

Real Estate Investment Strategies

Having Safe Money In Your Investment Portfolio

The Importance of Reinvesting Dividends & Balancing Safety & Growth in Retirement Planning

Trump Conviction, Market Update, Direct Indexing & 1031 Exchanges

Understanding Asset Allocation

Leveraging AI in Financial Planning & Investing

Demystifying Social Security & Investment Strategies

The Current Economic Landscape, Market Trends, Interest Rates, & Inflation

The World Of EVs & Health Savings Account Strategies

The Wealth-Health Connection

Balancing Wealth & Health: Financial Planning & Wellness Tips

Smart Tax Moves: 1031 Exchanges, DSTs & Charitable Remainder Trusts

Managing Insurance Costs & Exploring the World of Timeshares

Retirement Planning, Tax Strategies & The New Law Regarding 529 Plans

Stress Testing Your Financial Plan

Financial Planning Is A Dynamic Process

Recent Market Fluctuations & Savings Trends Across Different Generations

Retirement Readiness, Active Vs Passive Investing & Sequence Of Returns Risk

Ensure A Secure & Fulfilling Retirement

Retirement Planning, Market Updates & Financial Tips

Retirement Readiness & Healthcare Costs

Building A Retirement Portfolio & Proper Asset Allocation

Retirement, Cognitive Health & The Gut-Brain Connection

Diversifying Company Stock, Strategies For 401k Rollovers & Impact Of Diet And Lifestyle On Inflammation

Risks Associated With Concentrated Stock Positions & Importance Of Diversification

The Recent Market Rally & The Potential Impact Of Interest Rate Cuts

Upcoming Elections & Potential Changes in Taxes

2023: A Year of Interest Rate Volatility / Financial Planning Tips for 2024

Tax Loss Harvesting & Direct Indexing

Understanding ETFs, Direct Indexing & Year-End Tax Moves

The Future of Airline Miles: Devaluation or Opportunity?

Dynamic Withdrawal Strategies, Charlie Munger's Legacy, HSA Accounts & Retirement Readiness

Navigating Taxes, Investments & Health for a Secure Future

Market Updates & Strategies For Funding Charities During The Month Of Giving

The Performance Of Different Asset Classes & The Appropriate Use Of Life Insurance In Financial Planning

The Importance Of Seeking Unbiased Advice From A Certified Financial Planner Practitioner

Different Phases Of Retirement & Financial Considerations That Come With Each Stage

Prioritize Health In Retirement To Ensure A Fulfilling & Enjoyable Experience

Gifting To Family & Charity For Year-end Tax Planning

Welcome To Correction Day

Insights Into The World of Bonds & Their Implications for Investors

Proactive Planning & Professional Guidance To Determine The Best Route For Long-Term Care

The Resilient Economy Despite Inverted Yield Curves And Higher Interest Rates

The Importance of Having a Will, Trust, Power of Attorney & Healthcare Directive

Achieving a Successful Retirement: Financial Clarity and Fulfillment

The Issue Of Overspending In Retirement

Current Earnings Season & Performance Of The S&P 500 & Nasdaq

Avoid Retirement Mistakes: The Seven Retirement Readiness Tests

The Seven Key Tests for Retirement

Seven Tests of Retirement Readiness: A Comprehensive Guide to Financial Preparedness

The Recent Downgrade of the US Government's Credit Rating by Fitch

A Week of Surprising Headlines & Earnings Reports

Current State of the Housing Market & The Impact of Low Mortgage Rates

Inflation & Its Potential Impact on the Federal Reserve's Actions

2023 Mid-Year Reflection: Tech Stocks and Investment Opportunities

Value vs Growth Investing & Everything You Need To Know About 401K Rollovers

Utilizing HSAs and Altering Tax Strategies for Retirees

Joining Me Now Ep. 29: How New Models Are Changing Retirement Planning

Joining Me Now Ep. 28: Wealth Preservation & The Importance of Fiduciaries

Joining Me Now Ep. 27: Withdrawal Strategies And Maximizing Your Retirement Fund

Joining Me Now Ep. 26: Insightful Tests For Your Financial Plan

Joining Me Now Ep. 25: Why You Should Rely On A Conservative Retirement Plan

Joining Me Now Ep. 24: Is Now A Good Time To Rebalance Your Portfolio?

Parents Are Sacrificing Their Personal Finances To Support Their Adult Children

New Focus on Wealth Full Show 04-12-23

Is It Always Better To Take Social Security In Your 70s? You Might Be Surprised!

New Focus on Wealth Full Show 04-05-23

Avoiding Identity Theft and Protecting Your Assets

New Focus on Wealth Full Show 03-22-23

Understanding FDIC, Life, And Long Term Care Insurance

New Focus on Wealth Full Show 03-15-23

Approaching Inverted Yield Curves

New Focus on Wealth Full Show 03-08-23

Knowing When You’re Ready To Retire

New Focus on Wealth Full Show 02-28-23

Joining Me Now Ep. 23: Why You Should Have 3 Years of Portfolio Draws Available in Cash for Retirement

Joining Me Now Ep. 22: What Rate of Return Should You Expect For Retirement?

New Focus on Wealth podcast 2-3-23

Joining Me Now Ep. 21: What A Balanced Portfolio Means Today

How You Can Save For Retirement By Paying Off Student Loans

New Focus on Wealth Podcast 01-25-23

Health In Retirement

New Focus on Wealth Podcast 01-18-23

How Much Do You Need To Retire?

New Focus on Wealth Podcast 01-11-23

Do You Know How Your Tax Bracket Works?

New Focus on Wealth Podcast 01-06-23

How You Can Get a Head Start on Your Children’s Retirement Savings by Funding Their College Savings Account.

New Focus on Wealth Podcast 12-28-22

New Focus on Wealth Podcast 12-22-22

New Focus on Wealth Podcast 12-21-22

New Focus on Wealth Podcast 12-20-22

New Focus on Wealth Podcast 12-19-22

Stocks vs Crypto: Comparing The Returns

New Focus on Wealth Podcast 12-15-22

New Focus on Wealth Podcast 12-14-22

New Focus on Wealth Podcast 12-13-22

New Focus on Wealth Podcast 12-12-22

Don’t Walk, Run, If You Hear This From Your Financial Advisor

New Focus on Wealth Podcast 12-09-22

New Focus on Wealth Podcast 12-08-22

New Focus on Wealth Podcast 12-07-22

Using The Market Decline To Your Benefit

New Focus on Wealth Podcast 12-06-22

New Focus on Wealth Podcast 12-05-22

Joining Me Now Ep. 20: Transitioning From Building Wealth To Living Off Of Your Wealth

How To Handle A Little Turbulence In Your Retirement Portfolio

Joining Me Now Ep. 19: Navigating Through Taxes and Estate Planning

Joining Me Now Ep. 18: What Are Retirees Doing To Enjoy Retirement?

Joining Me Now Ep. 17: Are Mortgages Truly A Tool For Wealth Building?

New Focus on Wealth 10-28-22

New Focus on Wealth 10-20-22

New Focus on Wealth 10-27-22

Joining Me Now Ep. 16: Transitioning Your Portfolio from the Accumulation Phase to the Income Phase

How Market Corrections Contribute to Building Wealth Over Time

A Detailed Discussion On Bonds

New Focus on Wealth 10-18-22

New Focus on Wealth 10-12-22

New Focus on Wealth 10-11-22

Why You Need Three Years Worth Of Portfolio Draws In Cash

Stock Prices Are Down, Here’s How You Can Use That To Your Advantage

New Focus on Wealth 10-04-22

New Focus on Wealth 10-03-22

New Focus on Wealth 09-29-22

It’s Time For A Fresh Look At Your Portfolio

New Focus on Wealth 09-26-22

Joining Me Now Ep. 15: Have We Seen The Floor For Taxes And Inflation For Decades To Come?

New Focus on Wealth 09-22-22

Joining Me Now Ep. 14: How Social Climates Can Negatively Affect Your Investment Strategy

New Focus on Wealth 09-20-22

New Focus on Wealth 09-19-22

New Focus on Wealth 09-15-22

Joining Me Now Ep. 13: When Do You Need A CFP?

Joining Me Now Ep. 12: Why Is Retirement So Expensive?

New Focus on Wealth 09-14-22

New Focus on Wealth 09-12-22

How Close Are We To Peak Inflation?

New Focus on Wealth 09-08-22

New Focus on Wealth 09-07-22

New Focus on Wealth 09-06-22

New Focus on Wealth 8-31-22

New Focus on Wealth 8-30-22

New Focus on Wealth 8-29-22

New Focus on Wealth 8-26-22

Why You Shouldn’t Forget The 70/30 Rule

New Focus on Wealth 8-24-22

New Focus on Wealth 8-22-22

New Focus on Wealth 8-19-22

What Use Does Options Trading Have When Building Wealth?

The Earlier, The Better!

15 Things To Do Before You Hire A Financial Advisor

Retiring During Peak Inflation

How Close Are We To Peak Inflation?

Increasing Your Exposure To Build Wealth

7 Important Tests For Your Retirement Planning

New Retirees: Avoid Doing This To Maximize Your Portfolio

Navigating Stocks vs Bonds

It’s The Things You Do When The Market Is Down That Ruins Your Returns

Taking Advantage of Buying Opportunities

Identifying Opportunities In The Midst Of A Pullback

What Do You Do If You Expect A Recession?

Joining Me Now Ep. 11: Should You Pay Off Your Mortgage Early?

Joining Me Now Ep. 10: Revelations From The Latest Round Of Taxes

What We’ve Learned From The Latest Tax Season

Are You Prepared For How Expensive Retirement Has Become?

Joining Me Now Ep. 9: Are You Considering These Things With Your Retirement Planning?

Why You Can’t Scare Yourself Out of The Market

Avoid This Mistake To Maximize The Potential Of Long-Term Investments

Are The Warning Signs Of A Recession In Place?

Are You Looking At Inflation The Right Way?

The Pros & Cons of 401K Rollovers

What Tools Can You Utilize As A New Investor?

Joining Me Now Ep. 7: The Importance Of Detailed Cash Flow Projections

How Attractive Of An Opportunity Is The Recent Stock Market Pullback?

Joining Me Now Ep. 6: Diversification & Tax-Efficient Investing

The Retirement Criteria You Need To Know About

Bond Markets & The Risks of Crypto

Passive Retirement Income & I Bonds

Will The Government Address Retirement Account Tax Loopholes Anytime Soon?

Are Your Assets Being Held In The Right Account For Maximum Tax Benefits?

Bond Market Outlook & Retirement Planning

The Key To Retirement Income Planning

Wage Inflation & Retirement Planning

Stocks Vs. Real Estate. Which Is The Better Investment?

Joining Me Now: Financial Planning With Your Significant Other

The Discussion of Real Estate Vs. Stocks & How Your Long-term Goals Fit Into The Puzzle

Biden's Recent Proposal May Be Changing The Way We Closeout 2021

Tax Laws & Mortgages In Retirement

Are We At The End Of A Bull Market?

Joining Me Now: Defining Your Financial Goals

Should You Die Broke?

Joining Me Now: Issues That Come Up When Planning Your Retirement

Maximize Your Retirement Portfolio

What Happens To Bonds When Rates Go Up

Joining Me Now: Investing In Your Future, When Is The Right Time?

Proposed Tax & Financial Changes for 2022

Staying On Track For Retirement & What That Looks Like

The Overall Importance Of Future Tax Planning

Trust Packages & The Importance of a Power of Attorney

Benefits & Options Outside Of Your Typical 401K

Proper Planning For Building Your Best Retirement

Understanding 529 Plans

Price-To-Earnings Ratio, Wage Inflation & New Restrictions

How Much Cash Do You Need Going Into Retirement?

The Barriers For Saving For Your Retirement

Checking In During Earning Season

What's Better? Real Estate vs. Stock Market

How Stocks, Bonds, & Real-Estate Match Up

Should You Forget About The 4% Withdraws Rule

Preserving Your Retirement Portfolio

Bond Market Volatility

Reviewing The Market As A Whole

Planning During Transitional Times For Your Children

Investment, Planning, Organization & Strategy

Sequence Of Returns & How They Impact

6 Tests To Determine Your Retirement Readiness

Episode 1! Welcome to Joining Me Now!

Why High Earners Should Be Using A CPA To File Their Taxes

Inflation, Retirement Planning & Divorce

Covering The Bases With Rob Black

A Discussion On Inflation & Taxes

Crypto & Tax Talk with Rob Black

Don’t Let Fomo Buying Force You Into Uninformed Decisions

Social & Cyber Security

Growth Rates, Inflation & A Break Down Of Dividends

Chad Guest Hosts On Rob Black & Your Money

Tax Deadlines & Special Guest Erik Knutzen

Major Market Updates, Where To Invest & More

A Look Around The Market & Listeners Submitted Questions!

Biotechnology Talk With Special Guest Brian Dausch, CFA, Of T. Rowe Price

Should You Draw From Your Retirement Account Early To Pay Off Your Mortgage?

15 Things To Do Before Hiring An Advisor

Why It’s Best for Some to Wait Until March to File Their Taxes

New Year, New Growth, New Retirement Planning.

Where Were You During The Reddit GameStop Push?

A Look At Social Security & Taxation

BIG News!

Transitioning To A Balanced Retirement Portfolio