All episodes

S1E80: 3 Phases of Compound Growth

S1E79: Schwab/TD Ameritrade Merger -What You Need To Know

S1E78: Mid Year Market Update 2023

S1E77: Isn't the Stock Market One Big Casino!? (Check Out The Statistics)

S1E76: Nvidia PE Ratio, and Why Price Matters For Investors

S1E75: Markets Fall in January, Now What?

S1E74: Retiring Early, Strategies for Success

S1E73: How to Stay On Track With Your Financial Goals in 2022

S1E72: Stewardship Starts with Your Story

S1E71: Early and Often Estate Planning with Attorney Stephen M. Lewis

S1E70: Should I Be Investing in Cryptocurrency with Christopher Van Slyke, CEO of WorthPointe

S1E68: Analyzing Long Term Care for Business Owners with Marc Glickman, CEO of Buddy Ins.

S1E69: Deferred Sales Trust (DST) Overview with Greg Reese, Principal at Reef Point LLC

S1E67: 529 Accounts and College Savings Tips

S1E66: A Stewardship Perspective on Money

S1E65: 3 Questions We're Always Asking

S1E64: Giving the Greatest Gift

S1E63: How to Build A Financial Plan in 5 Steps

S1E62: Best and Worst Financial Habits for 2021

S1E61: Passing On Non-Financial Assets With Laura Roser

S1E60: Charitable Giving using a Donor Advised Fund with Kyle Casserino

S1E59: Back Door Roth Conversion Planning with Matt Addington

S1E58: Considering Annuities As Part of An Overall Income Plan with David Blanchett, PhD, Head of Retirement Research at Morningstar

S1E57: How To Be Invested Before The Election with Christopher Van Slyke

S1E56: How to Save and Invest for a Happy Retirement with Michael Finke, PhD

S1E55: Debunking the 5 Biggest Myths In Retirement Planning

S1E54: Weighing A Pension Lump Sum Offer

S1E53: Proactive Estate Planning with attorney Darlynn Morgan

S1E52: Analyzing a Roth Conversion Strategy with Matt Addington

S1E51: How To Avoid The Top 3 Medicare Mistakes with Bob Bernardo

S1E50: Finding The Best Option For Senior Housing and Care with Frank Samson

S1E49: Making Sense of a Buy-Sell Agreement with attorney Jeff Love

S1E48: How To "Buy Out the Boss" with Succession Planning expert Michael Vann

S1E47: Giving the Gift of Mobility with Free Wheelchair Mission's CEO Nuka Solomon

S1E46: How To Be Indispensable At Work with Nick Raithel, the Creator of the 7 Hour Book

S1E45: Breaking Down Private Company Valuations with Trent Read

S1E44: Protecting Your Assets with Attorney Douglas Lodmell

S1E43: How Small Businesses Should Approach the SBA Loans Available Through the CARES Act with Darren Morrow

S1E42: How To Get Back In if You Sold During the CoronaVirus

S1E41: 8 Action Steps To Take Right Now If You've Lost a Job Due to The CoronaVirus

S1E40: The Role of an Executor When Settling an Estate with attorney Anthony Park

S1E39: Incorporating Long Term Care Insurance Into Your Financial Plan with Expert Marc Glickman

S1E38: How To Evaluate Changing Jobs and Compare Equity Compensation with Recruiter Kan Ta

S1E37: Coronavirus & Market Update with Christopher Van Slyke

S1E36: Tax Planning for 2020 and Beyond with CPA Jeff McNerney

S1E35: Breaking Down Disability Insurance with expert Robert Clark

S1E34: Understanding Student Loan Debt with expert Robert Farrington from the CollegeInvestor.com

S1E33: Do More and Stress Less with Productivity Coach Alexis Haselberger

S1E32: Living LIfe with a Richer Soul with Rocky Lalvani

S1E31: Understanding Our Inner Mammal Brains with Dr. Loretta Breuning

S1E30: Conversation with Attorney, Adjunct Professor, and Financial Professional Alex Talcott

S1E29: Know What Is So with Financial Strategist Thomas Deschutter

S1E28: Dealing Aging Parents and Settling An Estate with Morgan Smith

S1E27: Redefining the Tax Advisor Relationship with CPA Michael Eckstein

S1E26: Life in Software Sales and Managing Variable Cash Flow with Derek Bondo

S1E25: Experience Peak Performance with Executive Coach and Consultant Eric Sims

S1E24: The Personal Side of Finance with Dave Lowell

S1E23: Tackling Debt with Debbi King

S1E22: How to Talk with You Spouse About Money with Dan Hinz

S1E21: My Conversation with Entrepreneur, Real Estate Investor, and Podcast Host - Paul Moore

S1E20: Stock Options for Private Companies with Vieje Piauwasdy

S1E19: Too Much Company Stock

S1E18: Rethinking our Sales Philosophy with Matt Perkins

S1E17: Financial Literacy and Why it's so Elusive

S1E16: College Savings Tips and the 529 Account

S1E15: Not All $1 Million Dollars Are Created Equaly

S1E14: Old 401ks, IRAs, and Solo 401ks

S1E13: 401k Do's and Don'ts

S1E12: Job Changes and Managing Equity Compensation

S1E11: Intrapreneur Wealth Building Tool Kit

S1E10: Uncovering the Financial Services Industry, Past and Present

S1E9: Buying an Investment Property? Look before you leap with Alec Maghami

S1E8: How to Face Your Fears of Consumer Debt with Frankie Calkins

S1E7: Behind the Scenes on Institutional Real Estate Investing with Matt Chapman

S1E6: Finding the Right Agent and the Right Home with Natalie Shaw

S1E5: Incentive Stock Option (ISO) advisory with Vieje Piauwasdy

S1E4: The Path of an Attorney with Brooks DePyster

S1E3: Career Advice from the Director of Sales at CircleCI with Chris Calkin

S1E2: Climbing the Corporate Ladder with Veteran Recruiter Chris Wood

S1E1: The John Chapman Show: Start Here

S1E1: The Entrepreneurial Journey from Financial Planner to Firm Owner with WorthPointe CEO Christopher Van Slyke