Independent Advisors: Do You Have Freedom Or Are You Drowning?
By Allison Blake Many financial advisors have their reasons for going solo. They want to maintain control of client relationships, be their own boss, and increase their earning potential. But somewhere along the way, the excitement wears off. Things get complicated. The tedious task of running your own business sinks in, and you begin to […]
Read ArticleAre You Financially Prepared For A Divorce?
As life expectancy rises, so do the percentage of divorces later in life. Termed gray or silver divorces, these breakups are often exacerbated by the various transitions that come later in life: empty nests, aging parents, career changes and retirement. Divorce can be a very costly venture, especially during these times of change, as couples […]
Read ArticleHow Firm Culture Can Drive Success
We’ve spent a lot of time cultivating a deliberate culture at WorthPointe — going through several iterations to get to where we are today. All the effort we put into the process was well worth it, as we truly believe we discovered the secret sauce that makes our firm a place where advisors can be […]
Read ArticleHow to Build a Relationship With an Attorney Before You Need One
How do you know if you need a lawyer? If you needed a lawyer tomorrow, would you know who to call? What do lawyers mean for your financial future? In this episode of “The John Chapman Show,” Brooks DePyster, a criminal defense attorney, joins us from Washington state. The first half of the episode dives […]
Read ArticleNot All $1 Million is Created Equally
Many people put their noses to the grindstone for years and years, working hard, saving, and investing with the goal of ultimately having $1 million. While that might seem like a perfectly admirable goal, to me it seems a bit short-sighted; not knowing the kind of life you desire, or where your journey is headed, […]
Read ArticlePlanning for Growth in the Early Stages of Your Career
Should I get my MBA? Is it a good idea to take a job at a startup? What are the career growth benefits of working for a large company? As a young, ambitious professional, your possibilities can seem endless. In this episode of “The John Chapman Show,” John Chapman spoke with Chris Calkin, director of […]
Read ArticleThe Lightbulb Moment that led WorthPointe’s Founder To His Entrepreneurial Dream Life
John Chapman, financial advisor and WorthPointe partner, interviewed our founder Christopher Van Slyke on his podcast, “The John Chapman Show.” This episode highlights the wealth management journey of high-earning millennials and their mentors. In this interview, John discusses Christopher’s “dream life,” living in Wyoming and working remotely with a flexible schedule. They talk about how […]
Read ArticleWhen Should I Exercise My Stock Options?
Wondering if you should exercise your stock options? What the tax implications of stock options are? Financial advisor John Chapman recently interviewed fellow University of Washington alumnus Vieje Piauwasdy, head of Tax Advisory at Secfi, to discuss stock options. You can tune in above. Vieje is a CPA who works with shareholders of Silicon Valley […]
Read ArticleManaging 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 […]
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