WorthPointe Advisor Talks Financial Resilience on Podcast

posted on September 14th 2020 in San Diego CFP Team Posts with 0 Comments

Morgan Smith smiling at his desk next to open laptop.

WorthPointe advisor Morgan Smith was recently featured on the podcast, Brilliantly Resilient, speaking on the topic of How to Be Financially Resilient in COVID-19 & More. In addition to discussing his recently published book, Generation Squeezed: A Holistic Guide to Taking Care of Aging Parents, Morgan provided some specific suggestions for businesses and individuals to […]

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How Small Businesses Are Applying for Disaster Relief

posted on May 26th 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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