How Should You Be Helping Your Aging Parents?
If your parents are over age 75, it might be time for you to provide some assistance to them. Yes, this is tough. Nothing in life has properly prepared you to address the issue of what kind of help you should be providing to your aging parents. There’s certainly a lot to consider, including knowing […]
Read ArticleShould You Consider A Backdoor Roth Conversion?
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 […]
Read ArticleEducate Yourself On Senior Housing Options for Your Loved Ones
WorthPointe advisor John Chapman talked with Senior Care Authority founder Frank Samson about finding the best option for senior housing and care on the latest episode of The John Chapman Show. In addition to stressing the importance of being educated before facing a crisis, the podcast focuses on the differences and pros and cons of […]
Read ArticleProactive Estate Planning
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, […]
Read ArticlePresidential Elections and Investing
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 […]
Read Article5 Myths About Retirement Planning
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 […]
Read ArticleEducate Yourself Before Using Stop-Loss
Given the recent market volatility, WorthPointe advisor John Chapman has received many calls from clients who wonder if it’s a good idea to set a limit on their downside by using a stop-loss order. In an educational video, he discusses the type of research investors should be doing before making a decision. John highlights the […]
Read ArticleManaging Education Costs For Learning Challenged Students
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 […]
Read ArticleWhat Are You Teaching Your Kids About Money?
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 […]
Read ArticleGot Aging Parents? This Advisor’s Book Is For You
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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