How Small Businesses Are Applying for Disaster Relief
The unprecedented effect of COVID-19 on the economy has resulted in a number of disaster relief alternatives being available to small businesses — and things seem to change rapidly as they scramble for funds. WorthPointe advisor John Chapman spoke with CPA Darren Morrow of Morrow & Co, CPAs, to learn how its small business clients […]
Read ArticleHave Recent Events Derailed Your Retirement Plans?
If you’re in your late 50s or early 60s and hoping to retire over the next two to four years, should you be worried that recents events such as the COVID-19 and the unstable market have set you back? Maybe, according to WorthPointe advisors John Chapman and Matt Addington, who discuss this question in a […]
Read ArticleWhen Do You Need To Talk About Disability Insurance?
Do You Need Disability Insurance? That might be a question for your financial advisor, but let’s dig into this important topic. On this episode of “The John Chapman Show,” John talks with Robert Clark about disability insurance. John mentions that when he works with financial planning clients, life insurance and health insurance always come up. […]
Read ArticleYou’ve Lost Your Job — Now What?
WorthPointe advisors John Chapman and Matt Addington teamed up to create a video that addresses an issue many people are dealing with today — job loss. They discuss financial and non-financial considerations including budgeting, health and life insurance, equity compensation, mentorship, and gaining strength from sharing your situation with family and friends. As they note, […]
Read Article3 Reasons You Should Care About John’s New Letters
John Chapman, CFP®, CKA®, has recently earned the Certified Kingdom Advisor® designation. This certification reflects his training and expertise in biblically informed financial practices and the use of money with a sense of purpose and view of eternity. What does this mean for clients? Certified — To earn this certification, John had to complete an […]
Read ArticlePlanning for Your Career Crossroad
As a millennial, I know plenty of people around my age who are young and hungry, and have their noses to the grindstone — chasing a dream. After spending eight years working with lots of baby boomers, seeing the good, the bad and the ugly, it makes me wonder if these young guns are on […]
Read ArticleHow to Build a Relationship With an Attorney Before You Need One
How do you know if you need a lawyer? If you needed a lawyer tomorrow, would you know who to call? What do lawyers mean for your financial future? In this episode of “The John Chapman Show,” Brooks DePyster, a criminal defense attorney, joins us from Washington state. The first half of the episode dives […]
Read ArticleNot All $1 Million is Created Equally
Many people put their noses to the grindstone for years and years, working hard, saving, and investing with the goal of ultimately having $1 million. While that might seem like a perfectly admirable goal, to me it seems a bit short-sighted; not knowing the kind of life you desire, or where your journey is headed, […]
Read ArticlePlanning for Growth in the Early Stages of Your Career
Should I get my MBA? Is it a good idea to take a job at a startup? What are the career growth benefits of working for a large company? As a young, ambitious professional, your possibilities can seem endless. In this episode of “The John Chapman Show,” John Chapman spoke with Chris Calkin, director of […]
Read ArticleThe Lightbulb Moment that led WorthPointe’s Founder To His Entrepreneurial Dream Life
John Chapman, financial advisor and WorthPointe partner, interviewed our founder Christopher Van Slyke on his podcast, “The John Chapman Show.” This episode highlights the wealth management journey of high-earning millennials and their mentors. In this interview, John discusses Christopher’s “dream life,” living in Wyoming and working remotely with a flexible schedule. They talk about how […]
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