Managing Change: Equity Compensation and Benefits
Most people don’t like change, but it’s often inevitable. Entire books have been written about managing change, but my focus here is much narrower — how to manage your equity compensation and benefits (stocks, 401(k)s and insurances) when you get a new job, receive a promotion or make a job change. New Job Congratulations! Starting […]
Read ArticleFocus on Your ROL
In my quest to constantly learn new ways to help clients, I occasionally come across something that makes so much sense — I wonder why I never thought of it. Such was the case when I was introduced to the term ROL (return on life) by Mitch Anthony, a well-regarded thought leader in the financial […]
Read ArticleHow Millennials Can Build their Dream Career
Achieving your dreams is possible with hard work. We built WorthPointe with that principle in mind. In his latest podcast, Orange County financial advisor John Chapman brings you guidance on how to scale your career, from wherever you are, from an industry expert. Whether you’re looking for a job or firmly committed to your […]
Read ArticleThe Intrapreneur’s Wealth-Building Toolkit
That’s not a typo in the headline; this blog is directed toward intrapreneurs — folks who hold manager, VP and director positions at public companies. These ambitious leaders often self-select as, but since they work within large organizations, they have wealth-building opportunities that are nuanced and unique compared to sole proprietors and entrepreneurs. As a […]
Read ArticleYour Sequential Investing Hierarchy: First Things First
As I’ve noted in a previous blog, I like to break down where money goes into four buckets: Live, Give, Owe and Grow. Today, I’m going to expand on that concept by introducing the five sub-categories to the Grow bucket that make up your sequential investing hierarchy. Let’s start with the assumption that your financial […]
Read ArticleAre You Too Paralyzed to Plan?
Analysis paralysis — we’ve all been there at some point. I know I’ve been guilty of it. As a financial advisor, I see it all too often with millennials and Gen Xers when it comes to financial planning. And for even bigger topics, like retirement planning, it can feel so daunting they choose to never […]
Read ArticleNo Goals? No Problem — If You Focus on Habits and Systems
Having clearly defined goals is critical to financial planning — or is it? For financial advisors, goals are ingrained in the way we talk and think, but I’ve found not everyone thinks about managing money this way. Pre-retirees who’ve spent years considering the next phase in life often come to the table with a few […]
Read ArticleCalling Out Budget Haters
Live-Give-Owe-Grow When I bring up the “B” word — budget — in meetings with clients, invariably one spouse cringes and the other gives some other none-too-happy non-verbal response. I know keeping track of spending can be a tiresome task, but it’s not something everyone must do. Surprised to hear that from a financial advisor? There […]
Read ArticleCoffee Break with John Chapman
John Chapman, CFP®, one of WorthPointe’s newest hires, is spearheading the new Orange County office. With deep roots in the OC area and currently residing in Newport Beach, this talented and knowledgeable family man will help us expand our territory and serve a wealth of new clientele. Keep reading to get to know John and […]
Read ArticleOrange County has a New Financial Planning Leader
PRESS RELEASE Orange County has a New Financial Planning Leader John Chapman, CFP® opens the door to WorthPointe’s newest office Newport Beach, Calif. (September 14, 2018) – WorthPointe, a boutique financial planning firm built with clients in mind, has opened its newest office in Orange County. With almost a decade’s worth of experience in […]
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