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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Jun
15

Got Aging Parents? This Advisor’s Book Is For You

posted on June 15th 2020 in LA/OC CFP Team Posts with 0 Comments

WorthPointe advisors John Chapman and Morgan Smith spoke recently about Morgan’s recently released book, Generation Squeezed—A Holistic Guide for Taking Care of Aging Parents. Watch the video here.  Morgan noted he wrote the book after being a caretaker to his mom and dad prior to their deaths, and seeing others struggling in the same situation. […]

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May
18

How Small Businesses Are Applying for Disaster Relief

posted on May 18th 2020 in LA/OC CFP Team Posts with 0 Comments

Businessman working at his desk

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 […]

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Mar
11

3 Reasons You Should Care About John’s New Letters

posted on March 11th 2020 in LA/OC CFP Team Posts with 0 Comments

Reading the book. Bible book. Open book in hands. holding a bible

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 […]

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Jul
17

The Intrapreneur’s Wealth-Building Toolkit

posted on July 17th 2019 in LA/OC CFP Team Posts with 0 Comments

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 […]

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May
14

Start With the End in Mind

posted on May 14th 2019 in LA/OC CFP Team Posts with 0 Comments

The younger you are, the less you’re likely able — or willing — to think about what your retirement might be like. That’s OK, but you probably do know one thing, even if you’re a millennial with years and years to save toward your future: you want to have enough money to support your lifestyle […]

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May
08

Are You Too Paralyzed to Plan?

posted on May 8th 2019 in LA/OC CFP Team Posts with 0 Comments

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 […]

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Apr
30

Congratulations to John Chapman, WorthPointe’s Newest Partner

posted on April 30th 2019 in LA/OC CFP Team Posts & WorthPointe News with 0 Comments

John Chapman joined WorthPointe in 2018, to bring our presence to Orange County. Since then, his entrepreneurial drive has helped us expand our reach throughout the region. Initially attracted to our company culture and tailored investment approach, John found a home with us. Noting his commitment to our shared vision, we are happy to welcome […]

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