June 2, 202618 min
Episodes
100
Latest episode
Jun 2026
Language
EN
About the show
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.
Listen to episodes
May 26, 202640 min
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 Financial Planner Chad Burton joins Rob Black discussing retirement solutions.
May 19, 202640 min
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 and families seeking clarity across retirement, income needs, and legacy priorities
May 13, 202631 min
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 Wealth Advisors Ryan Ignacio CFA CFP and Julie Chan-O'Rourke CFP
January 7, 202641 min
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 at 6:30pm covering important tax strategies and more.
January 5, 202640 min
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 January 15th at 6:30pm covering important tax strategies and more
October 10, 202538 min
Certified Financial Planner Chad Burton Discusses Friday Stock Tumble
October 9, 202540 min
Certified Financial Planner Chad Burton Discusses Markets With Rob Black
October 7, 202539 min
Certified Financial Planner Chad Burton Talks With Rob Black On Retirement
October 3, 202539 min
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 Strategies for Your Future seminar at the Palo Alto Elks Lodge where you can meet EP Wealth Advisors CFP Chad Burton and CFP CFA Ryan Ignacio
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