Mar
29

Should You Consider A Backdoor Roth Conversion?

posted on March 29th 2021 in LA/OC CFP Team Posts with 0 Comments

Closeup two woman consulting with paperwork document report.

A recent episode of The John Chapman Show featured a conversation with fellow WorthPointe advisor Matt Addington, CFP® about backdoor Roth conversions — a follow up to a previous episode where the pair talked about Roth conversions in general.  During the show, John and Matt talk about the why behind wanting to have a portion […]

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Feb
18

Proactive Estate Planning

posted on February 18th 2021 in LA/OC CFP Team Posts with 0 Comments

Joyful nice family playing badminton.

No one likes to talk about their own death, so estate planning is something often put off—or not done at all—with unfortunate consequences. WorthPointe advisor John Chapman talks with estate planning attorney Darlynn Morgan about why it’s so important to have a plan in a recent podcast. In addition to detailing what documents are involved, […]

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Nov
02

Presidential Elections and Investing

posted on November 2nd 2020 in LA/OC CFP Team Posts with 0 Comments

American at a polling booth.

With the 2020 election just around the corner, many people may be wondering how the stock market might react and if they should be reviewing their investments leading up to November 3. Understanding that, WorthPointe advisor John Chapman dedicated a recent podcast to this topic—and his interview of WorthPointe CEO Christopher Van Slyke provides some […]

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Oct
28

5 Myths About Retirement Planning

posted on October 28th 2020 in LA/OC CFP Team Posts with 0 Comments

Male realtor make offer for sale to old customers indoors.

As I work with more people to help them plan for retirement, I realize there are a lot of myths floating around about the planning process. Here are five of them — debunked. Myth 1: A financial advisor will help me pick stocks to beat the market. While investments are important, they’re only one slice […]

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Aug
02

Managing Education Costs For Learning Challenged Students

posted on August 2nd 2020 in LA/OC CFP Team Posts with 0 Comments

team member John Chapman with text: Balancing my child's needs with my financial goals.

WorthPointe advisor John Chapman recently was the special guest on LD Expert Live, a weekly YouTube show hosted by Jill Stowell, founder of Stowell Learning Centers. The focus of their conversation was how families can manage the additional costs of securing outside services for their children with learning challenges. In addition to noting the importance […]

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Jul
21

Expert Strategies For Tackling Your Student Debt

posted on July 21st 2020 in WorthPointe News with 0 Comments

Business people discussion and summary financial information at meeting.

How much do you own? And what’s your plan for paying it back? Student debt is in the news almost daily. However, when Robert Farrington started his blog, CollegeInvestor.com, the topic felt personal. But as he started talking about his journey, he realized he wasn’t alone. In this episode of “The John Chapman Show,” Robert […]

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Jul
08

The 3 Most Important Retirement Happiness Factors

posted on July 8th 2020 in Your Family with 0 Comments

Cheerful happy senior couple enjoying life and spending time together.

I’m sure you’ve heard the phrase, “money doesn’t buy happiness.” Money absolutely gives you options to participate in things that make you happy — but money itself won’t make you happy since it’s just a tool. How, then, should you invest in order to have the happiest retirement possible? According to retirement researcher and expert […]

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Jun
30

What Are You Teaching Your Kids About Money?

posted on June 30th 2020 in LA/OC CFP Team Posts with 0 Comments

Kid earning money for future.

WorthPointe advisors John Chapman and Matt Addington — both fathers of three — talk about the need to educate children about money in a new video. The discussion was spurred by a recent Twitter post from Kyng Kyren, Can’t Be No Sucka Wit Ya Money, which shows him talking with his young daughter about things […]

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