Jul
19

What Is a Deferred Sales Trust and Why You May Consider One

posted on July 19th 2021 in Financial Planning with 0 Comments

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If you’re not familiar with a Deferred Sales Trust (DST), you’re not alone. While it may be a relatively unknown strategy, a DST, similar to an installment sale, can help mitigate significant tax liability for certain individuals. Primarily used by business owners and real estate investors, the proprietary tool is a flexible and valuable way […]

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Jul
12

Wondering About Cryptocurrency?

posted on July 12th 2021 in Investing with 0 Comments

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The emerging asset class of cryptocurrency seems to be all the rage—but since it’s so new and so different, it’s being met with plenty of skepticism from investors. Do you have questions about it? Realizing many of his clients wonder about it, WorthPointe advisor John Chapman dedicated a recent podcast to the dynamics of cryptocurrency, […]

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Mar
29

Should You Consider A Backdoor Roth Conversion?

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

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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

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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

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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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