The John Chapman Show Podcast
by The John Chapman Show
The John Chapman Show is your source for retirement strategies to help you better manage your time and money. Pre-retirees face some major headwinds: ultra low interest rates, high stock valuations, increasing healthcare costs and longevity, and the ever changing tax and estate laws. If you're planning to retire within the next 10 years, are you on track to attain financial independence? Host, John Chapman, is a CFP® and Partner at WorthPointe, a boutique wealth management firm helping clients get the most from life with the money they do have. For more information, you can check out www.thejohnchapmanshow.com.
Episodes
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S1E79: Schwab/TD Ameritrade Merger -What You Need To Know
On Monday November 25th of 2019 Charles Schwab purchased TD Ameritrade for 26 billion dollars in an all stock deal. For some context, Schwab was started in 1971 by Charles Schwab, he is an entrepreneur from Northern California and graduated from Stanford in 1959. *It should be noted that this is...
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S1E78: Mid Year Market Update 2023
Hello! As we approach the halfway point for 2023, I’d like to share a brief overview on the markets and help you think about your financial plan. Also, be sure to check out my short YouTube video below for additional commentary! Strengths: Large Cap Stocks (up over 9% by the end of May ‘23) Money...
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S1E77: Isn't the Stock Market One Big Casino!? (Check Out The Statistics)
The market volatility over the past few years has left some investors reeling...to the point in which they're asking themselves: Isn't the stock market just like one big casino anyways!? While the market certainly can feel like a roller coaster at times, the reality is this, with gambling, the...
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S1E76: Nvidia PE Ratio, and Why Price Matters For Investors
Are you aware of your portfolio’s Price-to-Earnings ratio and why it matters? In this podcast, John breaks down a recent snapshot of Nvidia since it’s stock has had a dramatic increase this year in price, which has led to a PE Ratio of over 200. John shares a simple to understand analogy using a...
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S1E75: Markets Fall in January, Now What?
Investors experienced a drop of about 10% in January 2022, the most in almost 2 years, causing many investors to wonder what the future holds and how to be positioned going forward. On todays episode, John shares his insights on how to think about investing in the stock market, especially during...
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S1E74: Retiring Early, Strategies for Success
Are you considering retiring early from your corporate job and want to be set up for success? Theres an increasing demand for retirement planning given how the workplace has changed in this Covid environment, and it's leading many people to ask these questions: Can I retire early? Should I retire...
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S1E73: How to Stay On Track With Your Financial Goals in 2022
How are you tracking towards your financial goals in 2022? On todays episode, John talks about a framework for articulating your goals and discovering the right action steps to take to achieve them. John talks first about the framework of SMART goals. He then talks about a case study example of a...
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S1E72: Stewardship Starts with Your Story
A common barrier to starting on the stewardship journey is simply knowing where to start. Often investors will wonder, "What should I do differently?" On today's episode, John and Erica talk about how answering the question of how to get started actually begins with looking backward at your life...
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S1E71: Early and Often Estate Planning with Attorney Stephen M. Lewis
Are you concerned about sharing your estate plan with your family? Maybe you’re worried about your children feeling entitled or developing bad habits. Maybe you’re concerned about disclosing private information. Yet, what many families don’t consider is the risk that your children might fight…
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S1E70: Should I Be Investing in Cryptocurrency with Christopher Van Slyke, CEO of WorthPointe
Cryptocurrency has been catching all of the buzz, so on today's episode, John talks with WorthPointe CEO Christopher Van Slyke about the dynamics of crypto. Specifically, John asks Christopher: Is Cryptocurrency a fad or is it here to stay? What makes it so unique or so important? How should...
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S1E69: Deferred Sales Trust (DST) Overview with Greg Reese, Principal at Reef Point LLC
Are you a business owner or real estate investor that feels paralyzed by the potential looming tax bill you’ll pay when you sell your business or property? On today's episode, John talks with Greg Reese, founder of Reef Point LLC about a proprietary tax deferral strategy called a Deferred Sales...
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S1E67: 529 Accounts and College Savings Tips
On today’s episode, John and Erica talk about college saving strategies for young families with children under age 10. College expenses can seem overwhelming for young families who feel like it’s hard enough to save and invest for every day expenses and plan for retirement. During the episode…
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S1E66: A Stewardship Perspective on Money
As humans we are wired to be feel a polarizing sense of fear or greed when it comes to our money. But for Christians, there is a simple yet profound shift that occurs by adopting the perspective that - God owns it all. On today's episode, John talks about how his faith informs his perspective on...
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S1E65: 3 Questions We're Always Asking
On today's episode, John talks about how most investors seem to always be asking themselves a version of these 3 questions: 1) Where do I stand with my personal finances 2) Where am I headed and what are my goal 3) How can achieve my goals or experience financial independence In 2020 investors...
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S1E64: Giving the Greatest Gift
What is the greatest gift that parents and grandparents can give to their family? A gift much greater than anything money can buy. That gift, is sharing your story! The story of: How you grew up How your got started with your career and family How you overcame challenges and navigated life in…
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S1E63: How to Build A Financial Plan in 5 Steps
What all is involved in creating a financial plan? On todays episode, John talks with cohost Erica about the 5 key steps of financial planning and how they uniquely fit together to help investors gain financial peace of mind. The 5 steps include: Retirement Planning Investment Management…
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S1E62: Best and Worst Financial Habits for 2021
To kick things off for 2021, John talks with cohost Erica about the 3 Best and 3 Worst financial habits for investors. Especially in light of all of the wild events taking place in the stock market, it's critical now more than ever to be disciplined and prudent about how to set yourself up for...
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S1E61: Passing On Non-Financial Assets With Laura Roser
On today's episode John talks with Laura Roser, founder of Paragons Road and author of Your Meaning Legacy to talk about how to pass on non-financial assets. During the episode Laura talks about: How to package and maintain some of your families most valuable non-financial assets through the use…
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S1E60: Charitable Giving using a Donor Advised Fund with Kyle Casserino
With the end of the year fast approaching, John talks with Kyle Casserino, Vice President, Charitable Planning Consultant at Fidelity Investments, about how and why to use a Donor Advised Fund as a strategic tool and as a way to simply giving. During the episode they discuss: The mechanics of a...
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S1E59: Back Door Roth Conversion Planning with Matt Addington
John talks with fellow WorthPointe advisor Matt Addington CFP® about Back Door Roth Conversions as a fellow up to Ep. 52 where Matt and John talked about Roth Conversions in general. During the show, John talks about: The Why behind wanting to have a portion of an investors portfolio in a Roth…
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S1E58: Considering Annuities As Part of An Overall Income Plan with David Blanchett, PhD, Head of Retirement Research at Morningstar
John interviews David Blanchett, the Head of Retirement Research at Morningstar, to discuss how to generate retirement income. With interest rates at historic lows and longevity expectations longer than ever, many retirees face the challenge of having to generate income from their investments for...
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S1E57: How To Be Invested Before The Election with Christopher Van Slyke
With a month to go until the 2020 Presidential election, many investors are wondering how the stock market might react and are concerned about how to be invested leading up to November. On this weeks episode, John interviews WorthPointe's CEO Christopher Van Slyke for some helpful perspective on...
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S1E56: How to Save and Invest for a Happy Retirement with Michael Finke, PhD
Johns interviews Michael Finke, PhD and Professor at Texas Tech University and The American College of Financial Services about the challenges and opportunities for retirees today. With such low yields, increasing longevity and health care costs and potentially rises taxes, retirees faces a…
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S1E55: Debunking the 5 Biggest Myths In Retirement Planning
John talks some of the most common myths that investors have when it comes to working with a financial advisor and managing a retirement plan. During this episode, John talks about the 5 biggest myths, including: 1) A financial advisor will help me pick stocks to beat the market 2) I need to…
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S1E54: Weighing A Pension Lump Sum Offer
John provides some context and background as to why so many companies have frozen their pensions and have opted for a pension lump sum offer to current and former employees. In this episode, John shares some of his experience with clients over the past decade, and one story in particular that…
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S1E53: Proactive Estate Planning with attorney Darlynn Morgan
John talks with local estate planning attorney, Darlynn Morgan at the Morgan Law Group, about the various aspects of estate planning and why it's so critical to put a plan together. During the episode, Darlynn talks about a recent story about some of the gaps in Kobe Bryant's estate plan, and how...
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S1E52: Analyzing a Roth Conversion Strategy with Matt Addington
John talks with his fellow financial advisor and WorthPointe coworker Matt Addington in the Dallas TX office about how to decide whether a Roth Conversion is an effective strategy in your retirement plan. During the episode, John and Matt first share some insight into what exactly a Roth…
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S1E51: How To Avoid The Top 3 Medicare Mistakes with Bob Bernardo
John talks with Medicare specialist Bob Bernardo about the top 3 most costly Medicare mistakes and how to avoid them. In the episode Bob provides an overview of Medicare parts A, B, C and D, as well as the various supplemental Plans. Bob also talks the process and timing of when to sign up for...
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S1E50: Finding The Best Option For Senior Housing and Care with Frank Samson
John talks with Senior Care Authority founder Frank Samson about the 5 different categories of senior living care. In the episode, Frank talks in depth about how important it is for families with an aging loved one to reach out to a professional as soon as possible to understand the various care...
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S1E49: Making Sense of a Buy-Sell Agreement with attorney Jeff Love
John talks with attorney Jeff Love, who is a Partner at Gibbs Gidden law firm in Los Angeles, about the importance of a Buy-Sell agreement in a partnership or small business. Jeff talks about some of the unforeseen risks that can come up when a partnership doesn't have a Buy-Sell agreement in...
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S1E48: How To "Buy Out the Boss" with Succession Planning expert Michael Vann
John interviews Michael Vann, at the Vann Group, a strategic consultant that helps small and mid size businesses to build, maximize, and realize their full value. On this episode, Michael shares his insight into what it looks like for second or third generation family members to buy out a family...
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S1E47: Giving the Gift of Mobility with Free Wheelchair Mission's CEO Nuka Solomon
This week we take a pause from personal finance to talk with an organization that is close to my heart - Free Wheelchair Mission. On this episode, I talk with Nuka Solomon, the CEO of Free Wheelchair Mission, to better understand their mission of providing the gift of mobility and how the…
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S1E46: How To Be Indispensable At Work with Nick Raithel, the Creator of the 7 Hour Book
In this episode, John interviews Nick Raithel, the creator of the 7 Hour Book, to talk about the opportunity corporate employees have to become indispensable within their organization. During the conversation, Nick talks about Seth Godin's book Linchin as the premise for the idea of being...
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S1E45: Breaking Down Private Company Valuations with Trent Read
John talks with valuations expert, Trent Read, about the background of the 409A valuation and why it's so important. Trent talks about how often private companies need to go through the valuation process and how long it takes. They also talk about some of the confusion around employees not...
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S1E44: Protecting Your Assets with Attorney Douglas Lodmell
John talks with asset protection attorney, Douglas Lodmell, about the reality of our litigious society and what's at stake for those who ignore asset protection as a part of their overall financial plan. Doug explains that asset protection isn't just for the super rich and provides a basic…
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S1E43: How Small Businesses Should Approach the SBA Loans Available Through the CARES Act with Darren Morrow
John talks with Darren Morrow, CPA and Founder of Morrow & Company, about the SBA Loans made available through the CARES Act of 2020. Darren talks about the differences between the Disaster Relief loans and the Paycheck Protection Plan loans. He also talks about the process of applying for the...
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S1E42: How To Get Back In if You Sold During the CoronaVirus
John talks with Christopher Van Slyke, CEO and Founder of WorthPointe, about how investors should be thinking if they sold after the massive volatility from the CoronaVirus. John shares some stats on how much money flowed out of the market during the bear market, and also what the research…
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S1E41: 8 Action Steps To Take Right Now If You've Lost a Job Due to The CoronaVirus
If you've recently lost your job (or potentially will lose your job) as a result of the CoronaVirus pandemic, John shares 8 action items to take right now to get back on your feet and ensure you're staying financially secure. Given the historic jump in unemployment as a result of the pandemic, 1…
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S1E40: The Role of an Executor When Settling an Estate with attorney Anthony Park
John talks with Anthony Park, an attorney and professional executor in New York, about the process of settling an estate once a loved one passes away. Anthony explains how the probate process works and the difference between a Will and a Trust. Anthony also talks about some of the most important...
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S1E39: Incorporating Long Term Care Insurance Into Your Financial Plan with Expert Marc Glickman
John talks with Marc Glickman, the CEO of Buddyins.com, which is an online community of Long Term Care experts providing education and insurance solutions. During the conversation Marc talks about his unique background as both an actuary with the insurance companies and later as a LTC insurance...
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S1E38: How To Evaluate Changing Jobs and Compare Equity Compensation with Recruiter Kan Ta
John talks with Kan Ta, Executive Partner at Binc, a recruiting firm serving many of the top tech companies in the Bay area with hiring the best candidates to build an amazing team. Kan talks about how successful job seekers "run toward" a new job, a opposed to "running away" from their old job....
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S1E37: Coronavirus & Market Update with Christopher Van Slyke
After the worst trading week since 2008, John interviews WorthPointe's CEO, Christopher Van Slyke, to discuss the recent market events and the impact on investment portfolios. Christopher and John talk about the market history and past events that have rocked the market. They also talk about what...
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S1E36: Tax Planning for 2020 and Beyond with CPA Jeff McNerney
Tax expert Jeff McNerney joins John to talk about demystifying some misconceptions about working with a CPA and highlights the importance of having an expert financial team. Jeff also talks about some challenges and opportunities for W2 employees and Small Business owners. They also briefly about...
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S1E35: Breaking Down Disability Insurance with expert Robert Clark
John speaks with disability insurance expert, Robert Clark, about his background and how his family was uniquely impacted by having disability insurance. Robert also talked about some of the basics for both corporate employees, and high income individuals on how they can protect themselves in…
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S1E34: Understanding Student Loan Debt with expert Robert Farrington from the CollegeInvestor.com
John interviews Robert Farrington, who runs the very popular website, CollegeInvestor.com, and is one of America's leading experts in understanding the full scope of student loan debt. On the show they talk about how we as a culture ended up at this point, with over $1.5 Trillion in student loan...
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S1E33: Do More and Stress Less with Productivity Coach Alexis Haselberger
John interviews Alexis Haselberger, a time management and productivity coach, to learn about her professional development, working in HR and operations to starting her own consulting business. We talked about her process for coaching individual clients, and she shares some best practices for...
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S1E32: Living LIfe with a Richer Soul with Rocky Lalvani
John interviews Rocky Lalvani, Financial Coach at Richer Soul, Profit First Professional, Fractional CFO at Profit Comes First, Principal at Lalvani & Associates, Real Estate Investor at MLFRC, and Partner at RADFRC. Rocky Lalvani explains growing up in an immigrant family in New Jersey, how he…
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S1E31: Understanding Our Inner Mammal Brains with Dr. Loretta Breuning
John interviews Dr. Loretta Breuning, Founder of the Inner Mammal Institute, Author of Habits for a Happy Brain and The Science of Positivity. Dr. Loretta Breuning explains why humans are wired to promote survival over happiness, good and bad brain chemicals, breaking bad habits, and valuable...
About this show
The John Chapman Show is your source for retirement strategies to help you better manage your time and money. Pre-retirees face some major headwinds: ultra low interest rates, high stock valuations, increasing healthcare costs and longevity, and the ever changing tax and estate laws. If you're planning to retire within the next 10 years, are you on track to attain financial independence? Host, John Chapman, is a CFP® and Partner at WorthPointe, a boutique wealth management firm helping clients get the most from life with the money they do have. For more information, you can check out www.thejohnchapmanshow.com.
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