The John Chapman Show Podcast artwork

The John Chapman Show Podcast

134 episodes - English - Latest episode: 7 months ago - ★★★★★ - 4 ratings

The John Chapman Show is your source for retirement strategies to help you better manage your time and money. Pre-retirees face some major headwinds: ultra low interest rates, high stock valuations, increasing healthcare costs and longevity, and the ever changing tax and estate laws. If you're planning to retire within the next 10 years, are you on track to attain financial independence? Host, John Chapman, is a CFP® and Partner at WorthPointe, a boutique wealth management firm helping clients get the most from life with the money they do have. For more information, you can check out www.thejohnchapmanshow.com

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Episodes

S1E80: 3 Phases of Compound Growth

September 01, 2023 02:44 - 18 minutes - 17.3 MB

See omnystudio.com/listener for privacy information.

S1E79: Schwab/TD Ameritrade Merger -What You Need To Know

July 13, 2023 20:14 - 6 minutes - 5.89 MB

On Monday November 25th of 2019 Charles Schwab purchased TD Ameritrade for 26 billion dollars in an all stock deal. For some context, Schwab was started in 1971 by Charles Schwab, he is an entrepreneur from Northern California and graduated from Stanford in 1959. *It should be noted that this is different from Klaus Schwab the founder of the World Economic Forum. That's a completely different guy.* So why did Charles Schwab want to buy TD Ameritrade? Well the reasoning is fairly straightforw...

S1E78: Mid Year Market Update 2023

June 30, 2023 18:42 - 6 minutes - 6.05 MB

Hello! As we approach the halfway point for 2023, I’d like to share a brief overview on the markets and help you think about your financial plan. Also, be sure to check out my short YouTube video below for additional commentary!  Strengths: Large Cap Stocks (up over 9% by the end of May ‘23)  Money markets, CD’s and T-Bills, yielding approximately 5%! Weaknesses The Fed continuing to raise interest rates Banks, Real Estate Investors impacted by high interest rates Small Cap and Inter...

S1E77: Isn't the Stock Market One Big Casino!? (Check Out The Statistics)

June 15, 2023 22:05 - 1 minute - 1.73 MB

The market volatility over the past few years has left some investors reeling...to the point in which they're asking themselves: Isn't the stock market just like one big casino anyways!? While the market certainly can feel like a roller coaster at times, the reality is this, with gambling, the casino always has higher odds of winning, and the gambler has higher odds of loosing.  Whereas with investing in the stock market, since 1926 the market has produced positive returns In 75% of those ...

S1E76: Nvidia PE Ratio, and Why Price Matters For Investors

June 15, 2023 20:46 - 9 minutes - 8.97 MB

Are you aware of your portfolio’s Price-to-Earnings ratio and why it matters?  In this podcast, John breaks down a recent snapshot of Nvidia since it’s stock has had a dramatic increase this year in price, which has led to a PE Ratio of over 200.  John shares a simple to understand analogy using a Lemonade Stand business so that investors can better understand what a PE Ratio is.  And be sure to tune in at the end, where John describes how investors should build their portfolios in today’...

S1E75: Markets Fall in January, Now What?

February 02, 2022 19:53 - 12 minutes - 11.8 MB

Investors experienced a drop of about 10% in January 2022, the most in almost 2 years, causing many investors to wonder what the future holds and how to be positioned going forward.  On todays episode, John shares his insights on how to think about investing in the stock market, especially during times of high volatility. He shares his mental framework for looking at the different economic cycles, and the corresponding market returns.  And in the end, John focuses on two of the most conse...

S1E74: Retiring Early, Strategies for Success

January 18, 2022 19:53 - 13 minutes - 12.2 MB

Are you considering retiring early from your corporate job and want to be set up for success? Theres an increasing demand for retirement planning given how the workplace has changed in this Covid environment, and it's leading many people to ask these questions: Can I retire early? Should I retire early? How can I take the next step towards retiring early? On todays episode, John shares his insights on get to get up to speed and have clarity on the action steps you should take.  First, ...

S1E73: How to Stay On Track With Your Financial Goals in 2022

January 05, 2022 19:20 - 17 minutes - 15.9 MB

How are you tracking towards your financial goals in 2022?  On todays episode, John talks about a framework for articulating your goals and discovering the right action steps to take to achieve them.  John talks first about the framework of SMART goals. He then talks about a case study example of a family in their 50s with 3 goals that can be tweaked in order to become more actionable. Specifically, John talks about what if looks like to set up a savings target, how to gain clarity on your...

S1E72: Stewardship Starts with Your Story

June 08, 2021 12:00 - 22 minutes - 20.4 MB

A common barrier to starting on the stewardship journey is simply knowing where to start. Often investors will wonder, "What should I do differently?" On today's episode, John and Erica talk about how answering the question of how to get started actually begins with looking backward at your life story.  John comments that one of his favorite questions to ask in financial planning meetings is: "What was money like growing up?"  This helps kick start the process of reflecting on where you'v...

S1E71: Early and Often Estate Planning with Attorney Stephen M. Lewis

June 08, 2021 12:00 - 20 minutes - 19.1 MB

Are you concerned about sharing your estate plan with your family?  Maybe you’re worried about your children feeling entitled or developing bad habits. Maybe you’re concerned about disclosing private information.  Yet, what many families don’t consider is the risk that your children might fight over your estate due to lack of clarity and lack of communication about your wishes. An equally troubling scenario.  On today’s episode, John talks with attorney Stephen Lewis at the Mitchellweiler...

S1E70: Should I Be Investing in Cryptocurrency with Christopher Van Slyke, CEO of WorthPointe

May 13, 2021 21:27 - 15 minutes - 14.1 MB

Cryptocurrency has been catching all of the buzz, so on today's episode, John talks with WorthPointe CEO Christopher Van Slyke about the dynamics of crypto.  Specifically, John asks Christopher: Is Cryptocurrency a fad or is it here to stay? What makes it so unique or so important? How should investors think about allocating to this asset class? While some investors view cryptocurrency with skepticism, and others view it as if they might have missed out...at the end of the day, cryptocu...

S1E68: Analyzing Long Term Care for Business Owners with Marc Glickman, CEO of Buddy Ins.

May 05, 2021 03:42 - 21 minutes - 19.5 MB

See omnystudio.com/listener for privacy information.

S1E69: Deferred Sales Trust (DST) Overview with Greg Reese, Principal at Reef Point LLC

May 04, 2021 12:00 - 31 minutes - 29.2 MB

Are you a business owner or real estate investor that feels paralyzed by the potential looming tax bill you’ll pay when you sell your business or property? On today's episode, John talks with Greg Reese, founder of Reef Point LLC about a proprietary tax deferral strategy called a Deferred Sales Trust, or DST.  A DST can allow for tax deferral of up to 10 years, allowing investors the flexibility to manage their income tax and allow for the money to be invested along the way.  Of course, t...

S1E67: 529 Accounts and College Savings Tips

April 06, 2021 12:00 - 22 minutes - 20.9 MB

On today’s episode, John and Erica talk about college saving strategies for young families with children under age 10.  College expenses can seem overwhelming for young families who feel like it’s hard enough to save and invest for every day expenses and plan for retirement.  During the episode, John explains the 529 college savings plan as well as his 3 part framework for tackling college savings.  The 3 part framework includes: Bucket 1)  A 529 College Savings Account Bucket 2)  Famil...

S1E66: A Stewardship Perspective on Money

March 10, 2021 05:45 - 13 minutes - 12.1 MB

As humans we are wired to be feel a polarizing sense of fear or greed when it comes to our money.  But for Christians, there is a simple yet profound shift that occurs by adopting the perspective that - God owns it all.  On today's episode, John talks about how his faith informs his perspective on money, and how other Christian investors can re-orient themselves around the posture of stewardship.  Some of the implications of a stewardship perspective include: A shift in responsibility A...

S1E65: 3 Questions We're Always Asking

March 10, 2021 05:34 - 10 minutes - 9.6 MB

On today's episode, John talks about how most investors seem to always be asking themselves a version of these 3 questions: 1) Where do I stand with my personal finances 2) Where am I headed and what are my goal  3) How can achieve my goals or experience financial independence In 2020 investors faced one of the sharpest drops in the market in over a decade and millions of Americans lost their job. And now in 2021, the market has recovered it's losses and some are even talking about the n...

S1E64: Giving the Greatest Gift

January 30, 2021 04:42 - 5 minutes - 4.8 MB

What is the greatest gift that parents and grandparents can give to their family?  A gift much greater than anything money can buy.  That gift, is sharing your story! The story of: How you grew up How your got started with your career and family How you overcame challenges and navigated life in order to get to where you are today  Research suggests the one of the most desired pieces of information that children and grandchildren want is to know the story of their parents and grandpare...

S1E63: How to Build A Financial Plan in 5 Steps

January 30, 2021 04:35 - 24 minutes - 22.3 MB

What all is involved in creating a financial plan? On todays episode, John talks with cohost Erica about the 5 key steps of financial planning and how they uniquely fit together to help investors gain financial peace of mind.  The 5 steps include: Retirement Planning Investment Management  Insurance Planning Estate Planning Tax Planning Whether you're just starting out on journey or getting ready for retirement, having a financial plan that addresses your situation and considers how t...

S1E62: Best and Worst Financial Habits for 2021

January 30, 2021 04:26 - 19 minutes - 17.9 MB

To kick things off for 2021, John talks with cohost Erica about the 3 Best and 3 Worst financial habits for investors. Especially in light of all of the wild events taking place in the stock market, it's critical now more than ever to be disciplined and prudent about how to set yourself up for success with your personal finances.  During the episode, John talks about what he sees as the 3 worst financial habits, which include: Taking advice from random people on social media Trying to pla...

S1E61: Passing On Non-Financial Assets With Laura Roser

December 11, 2020 23:06 - 33 minutes - 30.5 MB

On today's episode John talks with Laura Roser, founder of Paragons Road and author of Your Meaning Legacy to talk about how to pass on non-financial assets.  During the episode Laura talks about: How to package and maintain some of your families most valuable non-financial assets through the use of pictures, letters, books and audio files The importance of having of having a family Mission Statement and significance of having family meetings  The top 5 things people want to know about t...

S1E60: Charitable Giving using a Donor Advised Fund with Kyle Casserino

November 18, 2020 20:51 - 27 minutes - 25.6 MB

With the end of the year fast approaching, John talks with Kyle Casserino, Vice President, Charitable Planning Consultant at Fidelity Investments, about how and why to use a Donor Advised Fund as a strategic tool and as a way to simply giving.  During the episode they discuss: The mechanics of a Donor Advised Fund The opportunities to gift appreciated stocks, small business interest, or other assets in order to potentially receive a income tax deduction and avoid capital gains tax The pr...

S1E59: Back Door Roth Conversion Planning with Matt Addington

November 03, 2020 23:55 - 18 minutes - 17.2 MB

John talks with fellow WorthPointe advisor Matt Addington CFP® about Back Door Roth Conversions as a fellow up to Ep. 52 where Matt and John talked about Roth Conversions in general.  During the show, John talks about: The Why behind wanting to have a portion of an investors portfolio in a Roth IRA The mechanics of a Back Door Roth Conversion  The major barriers that often disqualify investors and mistakes to look out for At the end, Matt and John talk also about a Mega Back Door Roth s...

S1E58: Considering Annuities As Part of An Overall Income Plan with David Blanchett, PhD, Head of Retirement Research at Morningstar

October 20, 2020 12:00 - 27 minutes - 25.1 MB

John interviews David Blanchett, the Head of Retirement Research at Morningstar, to discuss how to generate retirement income.  With interest rates at historic lows and longevity expectations longer than ever, many retirees face the challenge of having to generate income from their investments for potentially 3 or 4 decades. As a result, many researchers suggest incorporating an income annuity as part of the overall portfolios a way to balance all the various risks.  During the show, Davi...

S1E57: How To Be Invested Before The Election with Christopher Van Slyke

October 06, 2020 12:00 - 14 minutes - 13.2 MB

With a month to go until the 2020 Presidential election, many investors are wondering how the stock market might react and are concerned about how to be invested leading up to November.  On this weeks episode, John interviews WorthPointe's CEO Christopher Van Slyke for some helpful perspective on how to be invested amidst what feels like a volatile market.  During the episode Christopher and John talk about:  How the Stock Market factors in all of the information from the news cycle How ...

S1E56: How to Save and Invest for a Happy Retirement with Michael Finke, PhD

September 23, 2020 12:00 - 36 minutes - 33.3 MB

Johns interviews Michael Finke, PhD and Professor at Texas Tech University and The American College of Financial Services about the challenges and opportunities for retirees today. With such low yields, increasing longevity and health care costs and potentially rises taxes, retirees faces a unique set of challenges, which can at times feel very daunting. Fortunately, given his extensive research, Michael shares a number of helpful insights for those looking to better invest and spend their m...

S1E55: Debunking the 5 Biggest Myths In Retirement Planning

August 25, 2020 23:31 - 14 minutes - 13.3 MB

John talks some of the most common myths that investors have when it comes to working with a financial advisor and managing a retirement plan.  During this episode, John talks about the 5 biggest myths, including:  1) A financial advisor will help me pick stocks to beat the market 2) I need to invest in dividend stocks so I can spend the dividends and keep the principal 3) My tax rate will be lower in retirement 4) I can easily self-insure for a long term care event 5) My situation is ...

S1E54: Weighing A Pension Lump Sum Offer

August 18, 2020 12:00 - 20 minutes - 18.6 MB

John provides some context and background as to why so many companies have frozen their pensions and have opted for a pension lump sum offer to current and former employees. In this episode, John shares some of his experience with clients over the past decade, and one story in particular that will make you cringe! With so much on the line in deciding what option to take, John provides his 7 Step Checklist as a guide to help you better manage the pros and cons. The 7 Steps Include:  What ...

S1E53: Proactive Estate Planning with attorney Darlynn Morgan

August 11, 2020 12:00 - 24 minutes - 22.1 MB

John talks with local estate planning attorney, Darlynn Morgan at the Morgan Law Group, about the various aspects of estate planning and why it's so critical to put a plan together. During the episode, Darlynn talks about a recent story about some of the gaps in Kobe Bryant's estate plan, and how that can inform all of us about how to and when to update our plans. Darlynn also talks about what documents are involved, such as: A financial power of attorney An advanced health care directiv...

Analyzing a Roth Conversion Strategy with Matt Addington

August 04, 2020 12:00 - 16 minutes - 15.4 MB

John talks with his fellow financial advisor and WorthPointe coworker Matt Addington in the Dallas TX office about how to decide whether a Roth Conversion is an effective strategy in your retirement plan. During the episode, John and Matt first share some insight into what exactly a Roth Conversion is, and how it's different from things like a Roth IRA contribution. Matt also talks about weighing the risks and opportunities of paying taxes now vs. sometime in the future when tax rates could...

S1E52: Analyzing a Roth Conversion Strategy with Matt Addington

August 04, 2020 12:00 - 16 minutes - 15.4 MB

John talks with his fellow financial advisor and WorthPointe coworker Matt Addington in the Dallas TX office about how to decide whether a Roth Conversion is an effective strategy in your retirement plan. During the episode, John and Matt first share some insight into what exactly a Roth Conversion is, and how it's different from things like a Roth IRA contribution. Matt also talks about weighing the risks and opportunities of paying taxes now vs. sometime in the future when tax rates coul...

S1E51: How To Avoid The Top 3 Medicare Mistakes with Bob Bernardo

July 28, 2020 12:00 - 26 minutes - 24.6 MB

John talks with Medicare specialist Bob Bernardo about the top 3 most costly Medicare mistakes and how to avoid them. In the episode Bob provides an overview of Medicare parts A, B, C and D, as well as the various supplemental Plans.  Bob also talks the process and timing of when to sign up for Medicare. And be sure to listen to the whole episode to learn how you can avoid any costly mistakes and maintain full coverage throughout your working and retirement years.   For more information, ...

How To Avoid The Top 3 Medicare Mistakes with Bob Bernardo

July 28, 2020 12:00 - 24 minutes - 22.8 MB

John talks with Medicare specialist Bob Bernardo about the top 3 most costly Medicare mistakes and how to avoid them. In the episode Bob provides an overview of Medicare parts A, B, C and D, as well as the various supplemental Plans.  Bob also talks the process and timing of when to sign up for Medicare. And be sure to listen to the whole episode to learn how you can avoid any costly mistakes and maintain full coverage throughout your working and retirement years.   For more information, c...

S1E50: Finding The Best Option For Senior Housing and Care with Frank Samson

July 21, 2020 12:00 - 28 minutes - 26.4 MB

John talks with Senior Care Authority founder Frank Samson about the 5 different categories of senior living care. In the episode, Frank talks in depth about how important it is for families with an aging loved one to reach out to a professional as soon as possible to understand the various care options, instead of rushing to find a solution last minute, as is often the case. Frank also talks about the differences, and pro's and con's for the following types of care:  Independent Living C...

Finding The Best Option For Senior Housing and Care with Frank Samson

July 21, 2020 12:00 - 28 minutes - 26.4 MB

John talks with Senior Care Authority founder Frank Samson about the 5 different categories of senior living care. In the episode, Frank talks in depth about how important it is for families with an aging loved one to reach out to a professional as soon as possible to understand the various care options, instead of rushing to find a solution last minute, as is often the case. Frank also talks about the differences, and pro's and con's for the following types of care:  Independent Living Com...

S1E49: Making Sense of a Buy-Sell Agreement with attorney Jeff Love

July 14, 2020 13:00 - 25 minutes - 23.7 MB

John talks with attorney Jeff Love, who is a Partner at Gibbs Gidden law firm in Los Angeles, about the importance of a Buy-Sell agreement in a partnership or small business. Jeff talks about some of the unforeseen risks that can come up when a partnership doesn't have a Buy-Sell agreement in place. And he also talks about what all is included in the drafting process of the agreement and how you can get started today. For more information on Jeff Love, be sure to check out https://www.gibbsg...

Making Sense of a Buy-Sell Agreement with attorney Jeff Love

July 14, 2020 13:00 - 25 minutes - 23.7 MB

John talks with attorney Jeff Love, who is a Partner at Gibbs Gidden law firm in Los Angeles, about the importance of a Buy-Sell agreement in a partnership or small business. Jeff talks about some of the unforeseen risks that can come up when a partnership doesn't have a Buy-Sell agreement in place. And he also talks about what all is included in the drafting process of the agreement and how you can get started today. For more information on Jeff Love, be sure to check out https://www.gibbsgi...

S1E48: How To "Buy Out the Boss" with Succession Planning expert Michael Vann

July 07, 2020 13:00 - 28 minutes - 25.8 MB

John interviews Michael Vann, at the Vann Group, a strategic consultant that helps small and mid size businesses to build, maximize, and realize their full value. On this episode, Michael shares his insight into what it looks like for second or third generation family members to buy out a family run business. Michael shares the multiple stages of succession planning, and gives some advice for those who have opened "Pandora's Box," as he puts it. Be sure to check out their website or purchase...

How To "Buy Out the Boss" with Succession Planning expert Michael Vann

July 07, 2020 13:00 - 28 minutes - 25.8 MB

John interviews Michael Vann, at the Vann Group, a strategic consultant that helps small and mid size businesses to build, maximize, and realize their full value. On this episode, Michael shares his insight into what it looks like for second or third generation family members to buy out a family run business. Michael shares the multiple stages of succession planning, and gives some advice for those who have opened "Pandora's Box," as he puts it. Be sure to check out their website or purchase ...

S1E47: Giving the Gift of Mobility with Free Wheelchair Mission's CEO Nuka Solomon

June 30, 2020 12:00 - 29 minutes - 27.1 MB

This week we take a pause from personal finance to talk with an organization that is close to my heart - Free Wheelchair Mission. On this episode, I talk with Nuka Solomon, the CEO of Free Wheelchair Mission, to better understand their mission of providing the gift of mobility and how the logistics work from manufacturing to delivering wheelchairs to those in developing countries. Nuka also shares some stories about past recipients of wheelchairs and the significance it can have in their lif...

Giving the Gift of Mobility with Free Wheelchair Mission's CEO Nuka Solomon

June 30, 2020 12:00 - 29 minutes - 27.1 MB

This week we take a pause from personal finance to talk with an organization that is close to my heart - Free Wheelchair Mission. On this episode, I talk with Nuka Solomon, the CEO of Free Wheelchair Mission, to better understand their mission of providing the gift of mobility and how the logistics work from manufacturing to delivering wheelchairs to those in developing countries. Nuka also shares some stories about past recipients of wheelchairs and the significance it can have in their life...

S1E46: How To Be Indispensable At Work with Nick Raithel, the Creator of the 7 Hour Book

June 17, 2020 17:42 - 29 minutes - 27.1 MB

In this episode, John interviews Nick Raithel, the creator of the 7 Hour Book, to talk about the opportunity corporate employees have to become indispensable within their organization. During the conversation, Nick talks about Seth Godin's book Linchin as the premise for the idea of being indispensable and how adapting that mindset is crucial within the modern work force. Nick also talks about who you should think about building a personal brand, what type of content you can create and why w...

How To Be Indispensable At Work with Nick Raithel, the Creator of the 7 Hour Book

June 17, 2020 17:42 - 29 minutes - 27.1 MB

In this episode, John interviews Nick Raithel, the creator of the 7 Hour Book, to talk about the opportunity corporate employees have to become indispensable within their organization. During the conversation, Nick talks about Seth Godin's book Linchin as the premise for the idea of being indispensable and how adapting that mindset is crucial within the modern work force. Nick also talks about who you should think about building a personal brand, what type of content you can create and why wr...

Breaking Down Private Company Valuations with Trent Read

June 02, 2020 13:00 - 32 minutes - 29.9 MB

John talks with valuations expert, Trent Read, about the background of the 409A valuation and why it's so important. Trent talks about how often private companies need to go through the valuation process and how long it takes. They also talk about some of the confusion around employees not understanding the impact of their 409A value and how that impacts their private company stock. To learn more about going through a private company valuation, check out www.econpartners.com. 

S1E45: Breaking Down Private Company Valuations with Trent Read

June 02, 2020 13:00 - 32 minutes - 29.9 MB

John talks with valuations expert, Trent Read, about the background of the 409A valuation and why it's so important. Trent talks about how often private companies need to go through the valuation process and how long it takes. They also talk about some of the confusion around employees not understanding the impact of their 409A value and how that impacts their private company stock. To learn more about going through a private company valuation, check out www.econpartners.com.  See omnystudi...

Protecting Your Assets with Attorney Douglas Lodmell

May 12, 2020 12:00 - 21 minutes - 19.5 MB

John talks with asset protection attorney, Douglas Lodmell, about the reality of our litigious society and what's at stake for those who ignore asset protection as a part of their overall financial plan. Doug explains that asset protection isn't just for the super rich and provides a basic overview of various trusts can help provide protection from creditors. For more information on Doug, be sure to check out his website at https://www.lodmell.com. 

S1E44: Protecting Your Assets with Attorney Douglas Lodmell

May 12, 2020 12:00 - 21 minutes - 19.5 MB

John talks with asset protection attorney, Douglas Lodmell, about the reality of our litigious society and what's at stake for those who ignore asset protection as a part of their overall financial plan. Doug explains that asset protection isn't just for the super rich and provides a basic overview of various trusts can help provide protection from creditors. For more information on Doug, be sure to check out his website at https://www.lodmell.com.  See omnystudio.com/listener for privacy i...

S1E43: How Small Businesses Should Approach the SBA Loans Available Through the CARES Act with Darren Morrow

April 21, 2020 13:00 - 9 minutes - 9.05 MB

John talks with Darren Morrow, CPA and Founder of Morrow & Company, about the SBA Loans made available through the CARES Act of 2020. Darren talks about the differences between the Disaster Relief loans and the Paycheck Protection Plan loans. He also talks about the process of applying for the loans and how they can be utilized for small businesses. If you're a small business, Bbe sure to get with your tax professional ASAP to get a full explanation of your options! See omnystudio.com/liste...

How Small Businesses Should Approach the SBA Loans Available Through the CARES Act with Darren Morrow

April 21, 2020 13:00 - 9 minutes - 9.05 MB

John talks with Darren Morrow, CPA and Founder of Morrow & Company, about the SBA Loans made available through the CARES Act of 2020. Darren talks about the differences between the Disaster Relief loans and the Paycheck Protection Plan loans. He also talks about the process of applying for the loans and how they can be utilized for small businesses. If you're a small business, Bbe sure to get with your tax professional ASAP to get a full explanation of your options!

How To Get Back In if You Sold During the CoronaVirus

April 14, 2020 21:16 - 9 minutes - 8.45 MB

John talks with Christopher Van Slyke, CEO and Founder of WorthPointe, about how investors should be thinking if they sold after the massive volatility from the CoronaVirus. John shares some stats on how much money flowed out of the market during the bear market, and also what the research suggests about trying to time the market. Christopher also shares his thoughts on how to find an appropriate mix of investments that you can handle and how to get back in. 

S1E42: How To Get Back In if You Sold During the CoronaVirus

April 14, 2020 21:16 - 9 minutes - 8.45 MB

John talks with Christopher Van Slyke, CEO and Founder of WorthPointe, about how investors should be thinking if they sold after the massive volatility from the CoronaVirus. John shares some stats on how much money flowed out of the market during the bear market, and also what the research suggests about trying to time the market. Christopher also shares his thoughts on how to find an appropriate mix of investments that you can handle and how to get back in.  See omnystudio.com/listener for...

Guests

Robert Farrington
2 Episodes
Paul Moore
1 Episode
Rocky Lalvani
1 Episode

Twitter Mentions

@tdshooter 2 Episodes
@debbiking 2 Episodes
@thedavelowell 2 Episodes