The John Chapman Show Podcast artwork

The John Chapman Show Podcast

134 episodes - English - Latest episode: 8 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

8 Action Steps To Take Right Now If You've Lost a Job Due to The CoronaVirus

April 08, 2020 19:45 - 15 minutes - 13.8 MB

If you've recently lost your job (or potentially will lose your job) as a result of the CoronaVirus pandemic, John shares 8 action items to take right now to get back on your feet and ensure you're staying financially secure. Given the historic jump in unemployment as a result of the pandemic, 1 in 10 working people are now out of job and that has had a dramatic effect and many families and communities. Be sure to check out this short, action packed episode to stay on track. 

S1E41: 8 Action Steps To Take Right Now If You've Lost a Job Due to The CoronaVirus

April 08, 2020 19:45 - 15 minutes - 13.8 MB

If you've recently lost your job (or potentially will lose your job) as a result of the CoronaVirus pandemic, John shares 8 action items to take right now to get back on your feet and ensure you're staying financially secure. Given the historic jump in unemployment as a result of the pandemic, 1 in 10 working people are now out of job and that has had a dramatic effect and many families and communities. Be sure to check out this short, action packed episode to stay on track.  See omnystudio...

The Role of an Executor When Settling an Estate with attorney Anthony Park

March 31, 2020 13:00 - 28 minutes - 26.1 MB

John talks with Anthony Park, an attorney and professional executor in New York, about the process of settling an estate once a loved one passes away. Anthony explains how the probate process works and the difference between a Will and a Trust. Anthony also talks about some of the most important factors to consider when creating an estate plan and some major pitfalls to avoid. 

S1E40: The Role of an Executor When Settling an Estate with attorney Anthony Park

March 31, 2020 13:00 - 28 minutes - 26.1 MB

John talks with Anthony Park, an attorney and professional executor in New York, about the process of settling an estate once a loved one passes away. Anthony explains how the probate process works and the difference between a Will and a Trust. Anthony also talks about some of the most important factors to consider when creating an estate plan and some major pitfalls to avoid.  See omnystudio.com/listener for privacy information.

Incorporating Long Term Care Insurance Into Your Financial Plan with Expert Marc Glickman

March 17, 2020 13:00 - 28 minutes - 26.1 MB

John talks with Marc Glickman, the CEO of Buddyins.com, which is an online community of Long Term Care experts providing education and insurance solutions. During the conversation Marc talks about his unique background as both an actuary with the insurance companies and later as a LTC insurance agent. Marc shares that an estimated 40 million Americans will be impacted with taken care of an elderly loved one and that most families have no plan in place to deal with aging family members and man...

S1E39: Incorporating Long Term Care Insurance Into Your Financial Plan with Expert Marc Glickman

March 17, 2020 13:00 - 30 minutes - 27.7 MB

John talks with Marc Glickman, the CEO of Buddyins.com, which is an online community of Long Term Care experts providing education and insurance solutions. During the conversation Marc talks about his unique background as both an actuary with the insurance companies and later as a LTC insurance agent. Marc shares that an estimated 40 million Americans will be impacted with taken care of an elderly loved one and that most families have no plan in place to deal with aging family members and ma...

How To Evaluate Changing Jobs and Compare Equity Compensation with Recruiter Kan Ta

March 10, 2020 13:00 - 30 minutes - 28.3 MB

John talks with Kan Ta, Executive Partner at Binc, a recruiting firm serving many of the top tech companies in the Bay area with hiring the best candidates to build an amazing team. Kan talks about how successful job seekers "run toward" a new job, a opposed to "running away" from their old job. Kan also explores how to compare job opportunities at small and large companies, and evaluate the different equity compensation options. Kan finishes by talking about the shifting landscape for employ...

S1E38: How To Evaluate Changing Jobs and Compare Equity Compensation with Recruiter Kan Ta

March 10, 2020 13:00 - 30 minutes - 28.3 MB

John talks with Kan Ta, Executive Partner at Binc, a recruiting firm serving many of the top tech companies in the Bay area with hiring the best candidates to build an amazing team. Kan talks about how successful job seekers "run toward" a new job, a opposed to "running away" from their old job. Kan also explores how to compare job opportunities at small and large companies, and evaluate the different equity compensation options. Kan finishes by talking about the shifting landscape for emplo...

Coronavirus & Market Update with Christopher Van Slyke

March 03, 2020 14:00 - 27 minutes - 25.6 MB

After the worst trading week since 2008, John interviews WorthPointe's CEO, Christopher Van Slyke, to discuss the recent market events and the impact on investment portfolios. Christopher and John talk about the market history and past events that have rocked the market. They also talk about what actions you should consider with your investments and how that relates to achieving your longterm goals.

S1E37: Coronavirus & Market Update with Christopher Van Slyke

March 03, 2020 14:00 - 27 minutes - 25.6 MB

After the worst trading week since 2008, John interviews WorthPointe's CEO, Christopher Van Slyke, to discuss the recent market events and the impact on investment portfolios. Christopher and John talk about the market history and past events that have rocked the market. They also talk about what actions you should consider with your investments and how that relates to achieving your longterm goals. See omnystudio.com/listener for privacy information.

S1E36: Tax Planning for 2020 and Beyond with CPA Jeff McNerney

February 18, 2020 14:00 - 31 minutes - 29 MB

Tax expert Jeff McNerney joins John to talk about demystifying some misconceptions about working with a CPA and highlights the importance of having an expert financial team. Jeff also talks about some challenges and opportunities for W2 employees and Small Business owners. They also briefly about gifting rules, inheritance taxes, and the power planning for the future. See omnystudio.com/listener for privacy information.

Tax Planning for 2020 and Beyond with CPA Jeff McNerney

February 18, 2020 14:00 - 31 minutes - 29 MB

Tax expert Jeff McNerney joins John to talk about demystifying some misconceptions about working with a CPA and highlights the importance of having an expert financial team. Jeff also talks about some challenges and opportunities for W2 employees and Small Business owners. They also briefly about gifting rules, inheritance taxes, and the power planning for the future.

S1E35: Breaking Down Disability Insurance with expert Robert Clark

February 04, 2020 14:00 - 24 minutes - 22.7 MB

John speaks with disability insurance expert, Robert Clark, about his background and how his family was uniquely impacted by having disability insurance. Robert also talked about some of the basics for both corporate employees, and high income individuals on how they can protect themselves in case of disability. While it's easy to overlook this type of insurance, Robert captures why having disability insurance is absolutely critical in a financial plan.  See omnystudio.com/listener for priv...

Breaking Down Disability Insurance with expert Robert Clark

February 04, 2020 14:00 - 24 minutes - 22.7 MB

John speaks with disability insurance expert, Robert Clark, about his background and how his family was uniquely impacted by having disability insurance. Robert also talked about some of the basics for both corporate employees, and high income individuals on how they can protect themselves in case of disability. While it's easy to overlook this type of insurance, Robert captures why having disability insurance is absolutely critical in a financial plan. 

S1E34: Understanding Student Loan Debt with expert Robert Farrington from the CollegeInvestor.com

January 14, 2020 07:00 - 40 minutes - 37 MB

John interviews Robert Farrington, who runs the very popular website, CollegeInvestor.com, and is one of America's leading experts in understanding the full scope of student loan debt. On the show they talk about how we as a culture ended up at this point, with over $1.5 Trillion in student loan debt outstanding. Also, Robert shares some times for parents with kids who are thinking about college in the future and the strategies for understanding what money is available. As well as what post ...

Understanding Student Loan Debt with expert Robert Farrington from the CollegeInvestor.com

January 14, 2020 07:00 - 40 minutes - 37 MB

John interviews Robert Farrington, who runs the very popular website, CollegeInvestor.com, and is one of America's leading experts in understanding the full scope of student loan debt. On the show they talk about how we as a culture ended up at this point, with over $1.5 Trillion in student loan debt outstanding. Also, Robert shares some times for parents with kids who are thinking about college in the future and the strategies for understanding what money is available. As well as what post g...

S1E33: Do More and Stress Less with Productivity Coach Alexis Haselberger

January 07, 2020 05:00 - 27 minutes - 24.8 MB

John interviews Alexis Haselberger, a time management and productivity coach, to learn about her professional development, working in HR and operations to starting her own consulting business. We talked about her process for coaching individual clients, and she shares some best practices for getting organized and getting tasks completed. Do not miss today's episode!   Episode Highlights: Alexis Haselberger talks about her early career and her ability to manage time.  What were her early ...

Do More and Stress Less with Productivity Coach Alexis Haselberger

January 07, 2020 05:00 - 27 minutes - 24.8 MB

John interviews Alexis Haselberger, a time management and productivity coach, to learn about her professional development, working in HR and operations to starting her own consulting business. We talked about her process for coaching individual clients, and she shares some best practices for getting organized and getting tasks completed. Do not miss today's episode!   Episode Highlights: Alexis Haselberger talks about her early career and her ability to manage time.  What were her early way...

S1E32: Living LIfe with a Richer Soul with Rocky Lalvani

December 17, 2019 09:00 - 35 minutes - 33 MB

John interviews Rocky Lalvani, Financial Coach at Richer Soul, Profit First Professional, Fractional CFO at Profit Comes First, Principal at Lalvani & Associates, Real Estate Investor at MLFRC, and Partner at RADFRC. Rocky Lalvani explains growing up in an immigrant family in New Jersey, how he got unstuck from an unfulfilling definition of success and began living life with a richer soul, mastermind groups, and ways to step up your networking game.    Episode Highlights: Rocky Lalvani sh...

Living LIfe with a Richer Soul with Rocky Lalvani

December 17, 2019 09:00 - 35 minutes - 33 MB

John interviews Rocky Lalvani, Financial Coach at Richer Soul, Profit First Professional, Fractional CFO at Profit Comes First, Principal at Lalvani & Associates, Real Estate Investor at MLFRC, and Partner at RADFRC. Rocky Lalvani explains growing up in an immigrant family in New Jersey, how he got unstuck from an unfulfilling definition of success and began living life with a richer soul, mastermind groups, and ways to step up your networking game.    Episode Highlights: Rocky Lalvani shar...

Understanding Our Inner Mammal Brains with Dr. Loretta Breuning

December 16, 2019 09:00 - 32 minutes - 30.2 MB

John interviews Dr. Loretta Breuning, Founder of the Inner Mammal Institute, Author of Habits for a Happy Brain and The Science of Positivity. Dr. Loretta Breuning explains why humans are wired to promote survival over happiness, good and bad brain chemicals, breaking bad habits, and valuable advice on how not to take things for granted and understand how our inner mammal brain really works to live a happier life.    Episode Highlights: Dr. Loretta Breuning introduces herself.  What are som...

S1E31: Understanding Our Inner Mammal Brains with Dr. Loretta Breuning

December 16, 2019 09:00 - 32 minutes - 30.2 MB

John interviews Dr. Loretta Breuning, Founder of the Inner Mammal Institute, Author of Habits for a Happy Brain and The Science of Positivity. Dr. Loretta Breuning explains why humans are wired to promote survival over happiness, good and bad brain chemicals, breaking bad habits, and valuable advice on how not to take things for granted and understand how our inner mammal brain really works to live a happier life.    Episode Highlights: Dr. Loretta Breuning introduces herself.  What are ...

S1E30: Conversation with Attorney, Adjunct Professor, and Financial Professional Alex Talcott

December 03, 2019 07:00 - 40 minutes - 37.2 MB

John interviews Alex Talcott, who is an adjunct professor of finance at the University of New Hampshire, a Managing Partner at Seacoast Financial Network, a real estate investor, and father of 3 young children. Alex and John discuss a range of topics from law, academics, personal finance and theology, so sit back and hold on to your seat while you enjoy this conversation.   Episode Highlights:   Alex Talcott talks about teaching finance and business law at the University of New Hampshire...

Conversation with Attorney, Adjunct Professor, and Financial Professional Alex Talcott

December 03, 2019 07:00 - 40 minutes - 37.2 MB

John interviews Alex Talcott, who is an adjunct professor of finance at the University of New Hampshire, a Managing Partner at Seacoast Financial Network, a real estate investor, and father of 3 young children. Alex and John discuss a range of topics from law, academics, personal finance and theology, so sit back and hold on to your seat while you enjoy this conversation.   Episode Highlights:   Alex Talcott talks about teaching finance and business law at the University of New Hampshire a...

S1E29: Know What Is So with Financial Strategist Thomas Deschutter

November 26, 2019 09:00 - 32 minutes - 29.6 MB

Host John Chapman of the John Chapman Show talks with Thomas Deschutter, CEO and Founder of Bloom Strategies, a financial strategy firm based in Vancouver, British Columbia, Canada. Thomas Deschutter discusses his background as a Rock drummer that led into a personal finance career. Thomas talks about the power of habits and his passion to help educate people by understanding themselves and their interactions with money and their beliefs, and how that all filters into their success or failur...

Know What Is So with Financial Strategist Thomas Deschutter

November 26, 2019 09:00 - 32 minutes - 29.6 MB

Host John Chapman of the John Chapman Show talks with Thomas Deschutter, CEO and Founder of Bloom Strategies, a financial strategy firm based in Vancouver, British Columbia, Canada. Thomas Deschutter discusses his background as a Rock drummer that led into a personal finance career. Thomas talks about the power of habits and his passion to help educate people by understanding themselves and their interactions with money and their beliefs, and how that all filters into their success or failure...

Dealing Aging Parents and Settling An Estate with Morgan Smith

November 19, 2019 09:00 - 32 minutes - 29.5 MB

Host John Chapman of the John Chapman Show talks with Morgan Smith, Financial Advisor at WorthPointe Wealth Management. Morgan joins John in a valuable discussion about how to take care of elderly parents, settling their financial affairs and their estate, and how to take a proactive approach.    Episode Highlights: How did Morgan Smith come about becoming a financial advisor?  What has Morgan Smith gone through in his life in the last 5-10 years?  How old was Morgan’s dad when he developed...

S1E28: Dealing Aging Parents and Settling An Estate with Morgan Smith

November 19, 2019 09:00 - 32 minutes - 29.5 MB

Host John Chapman of the John Chapman Show talks with Morgan Smith, Financial Advisor at WorthPointe Wealth Management. Morgan joins John in a valuable discussion about how to take care of elderly parents, settling their financial affairs and their estate, and how to take a proactive approach.    Episode Highlights: How did Morgan Smith come about becoming a financial advisor?  What has Morgan Smith gone through in his life in the last 5-10 years?  How old was Morgan’s dad when he devel...

Redefining the Tax Advisor Relationship with CPA Michael Eckstein

November 12, 2019 09:00 - 30 minutes - 27.9 MB

Host John Chapman of the John Chapman Show talks with Michael Eckstein, Certified Public Accountant (CPA). Michael shares how his practice shifted from a regular tax return business to more of an advisory business for small business owners. Some of the discussion points include outsourcing your weak points without trying to be a jack-of-all-trades, getting over the fear of increasing prices, and not being able to always sell your way out of major issues.    Episode Highlights: Where did Mic...

S1E27: Redefining the Tax Advisor Relationship with CPA Michael Eckstein

November 12, 2019 09:00 - 30 minutes - 27.9 MB

Host John Chapman of the John Chapman Show talks with Michael Eckstein, Certified Public Accountant (CPA). Michael shares how his practice shifted from a regular tax return business to more of an advisory business for small business owners. Some of the discussion points include outsourcing your weak points without trying to be a jack-of-all-trades, getting over the fear of increasing prices, and not being able to always sell your way out of major issues.    Episode Highlights: Where did M...

Life in Software Sales and Managing Variable Cash Flow with Derek Bondo

November 05, 2019 09:00 - 42 minutes - 38.6 MB

Host John Chapman of the John Chapman Show talks with Derek Bondo, Commercial Account Executive at Highspot in Seattle, Washington. Derek talks about his life in sales, from Nordstrom in shoe sales to Mercedes Benz, and eventually software sales. Get a behind the scenes look at managing personal finances, commissions, and variable cash flows.     Episode Highlights: Where did Derek Bondo grow up and what was money like in his house?   How much did he learn about money from his mom or dad? W...

S1E26: Life in Software Sales and Managing Variable Cash Flow with Derek Bondo

November 05, 2019 09:00 - 42 minutes - 38.6 MB

Host John Chapman of the John Chapman Show talks with Derek Bondo, Commercial Account Executive at Highspot in Seattle, Washington. Derek talks about his life in sales, from Nordstrom in shoe sales to Mercedes Benz, and eventually software sales. Get a behind the scenes look at managing personal finances, commissions, and variable cash flows.     Episode Highlights: Where did Derek Bondo grow up and what was money like in his house?   How much did he learn about money from his mom or dad...

S1E25: Experience Peak Performance with Executive Coach and Consultant Eric Sims

October 29, 2019 07:00 - 35 minutes - 32.5 MB

Host John Chapman of the John Chapman Show talks with Eric Sims, Executive Coach and Consultant to corporate teams, who helps teams experience a high level of success in performance, business and in life. Eric Sims shares stories from his background, how he turned his life around and reached achievements in the corporate world and in his own business, the reasons why it is very important to find out who you are and what you want, and ways to go about doing that.    Episode Highlights: Whe...

Experience Peak Performance with Executive Coach and Consultant Eric Sims

October 29, 2019 07:00 - 35 minutes - 32.5 MB

Host John Chapman of the John Chapman Show talks with Eric Sims, Executive Coach and Consultant to corporate teams, who helps teams experience a high level of success in performance, business and in life. Eric Sims shares stories from his background, how he turned his life around and reached achievements in the corporate world and in his own business, the reasons why it is very important to find out who you are and what you want, and ways to go about doing that.    Episode Highlights: Where...

The Personal Side of Finance with Dave Lowell

October 22, 2019 05:00 - 34 minutes - 31.7 MB

Host John Chapman of the John Chapman Show talks with Dave Lowell​, fFounder of Up Your Money Game, a financial coaching firm. Dave talks about his contemporary style of assisting clients with personal finance. Also, Dave Lowell shares the 4 Money Scripts that are pervasive in our minds and affect the way we handle money and the real value in financial planning.    Episode Highlights: Dave Lowell​ talks about what money was like in his home when he was growing up.  Did his parents verbalize...

S1E24: The Personal Side of Finance with Dave Lowell

October 22, 2019 05:00 - 34 minutes - 31.7 MB

Host John Chapman of the John Chapman Show talks with Dave Lowell​, fFounder of Up Your Money Game, a financial coaching firm. Dave talks about his contemporary style of assisting clients with personal finance. Also, Dave Lowell shares the 4 Money Scripts that are pervasive in our minds and affect the way we handle money and the real value in financial planning.    Episode Highlights: Dave Lowell​ talks about what money was like in his home when he was growing up.  Did his parents verbal...

Tackling Debt with Debbi King

October 15, 2019 10:00 - 28 minutes - 26.5 MB

John interviews author and financial coach - Debbie King. She is the owner of a firm called the ABCs of Personal Finance and helps people of all stages deal with debt. Debbi shares her intimate story of how she accumulated almost $200k in personal debt, before having her meltdown moment and deciding to turn everything around and pay it off in about 5 years. Debbi's story is inspiring and is a great resource for those educating themself in personal finance.   Episode Highlights: Debbie King ...

S1E23: Tackling Debt with Debbi King

October 15, 2019 10:00 - 28 minutes - 26.5 MB

John interviews author and financial coach - Debbie King. She is the owner of a firm called the ABCs of Personal Finance and helps people of all stages deal with debt. Debbi shares her intimate story of how she accumulated almost $200k in personal debt, before having her meltdown moment and deciding to turn everything around and pay it off in about 5 years. Debbi's story is inspiring and is a great resource for those educating themself in personal finance.   Episode Highlights: Debbie Kin...

How to Talk with You Spouse About Money with Dan Hinz

October 14, 2019 18:51 - 33 minutes - 31 MB

John interviews Dan Hinz, a financial coach to newlyweds, helping guide them through conversations around money. Dan shares his expertise on the importance of writing down your values and goals, teaching couples how to effectively communicate, and coaching them through deciding who does what with the money in the household.   Episode Highlights: Dan Hinz talks about what money was like in his home when he was growing up. How did he envision his career as a money coach? How did Dan Hinz beco...

S1E22: How to Talk with You Spouse About Money with Dan Hinz

October 14, 2019 18:51 - 33 minutes - 31 MB

John interviews Dan Hinz, a financial coach to newlyweds, helping guide them through conversations around money. Dan shares his expertise on the importance of writing down your values and goals, teaching couples how to effectively communicate, and coaching them through deciding who does what with the money in the household.   Episode Highlights: Dan Hinz talks about what money was like in his home when he was growing up. How did he envision his career as a money coach? How did Dan Hinz ...

My Conversation with Entrepreneur, Real Estate Investor, and Podcast Host - Paul Moore

October 01, 2019 05:00 - 33 minutes - 31.1 MB

Host John Chapman of the John Chapman Show talks with Paul Moore, Real Estate Investor, Entrepreneur, and Podcast Host of How to Lose Money, who runs a real estate company called Wellings Capital. Paul opens up about his background in real estate, valuable tips on investing and risk tolerance. He also offers a compare and contrast on stocks, bonds, and real estate and how they can be used to in a proper financial plan.    Episode Highlights: Paul Moore shares his professional background.   ...

S1E21: My Conversation with Entrepreneur, Real Estate Investor, and Podcast Host - Paul Moore

October 01, 2019 05:00 - 33 minutes - 31.1 MB

Host John Chapman of the John Chapman Show talks with Paul Moore, Real Estate Investor, Entrepreneur, and Podcast Host of How to Lose Money, who runs a real estate company called Wellings Capital. Paul opens up about his background in real estate, valuable tips on investing and risk tolerance. He also offers a compare and contrast on stocks, bonds, and real estate and how they can be used to in a proper financial plan.    Episode Highlights: Paul Moore shares his professional background. ...

Stock Options for Private Companies with Vieje Piauwasdy

September 17, 2019 20:23 - 30 minutes - 27.7 MB

Host John Chapman of the John Chapman Show talks with Vieje Piauwasdy about the differences between incentive stock options and non-qualified stock options, grant date, vesting periods, exercising, and the tax consequences for employees of private companies.   Episode Highlights: Vieje shares his background and the company that he works for, a fintech startup called Secfi.   What are some of the things that employees come to Vieje for regarding stock options? What is the difference between ...

S1E20: Stock Options for Private Companies with Vieje Piauwasdy

September 17, 2019 20:23 - 30 minutes - 27.7 MB

Host John Chapman of the John Chapman Show talks with Vieje Piauwasdy about the differences between incentive stock options and non-qualified stock options, grant date, vesting periods, exercising, and the tax consequences for employees of private companies.   Episode Highlights: Vieje shares his background and the company that he works for, a fintech startup called Secfi.   What are some of the things that employees come to Vieje for regarding stock options? What is the difference betw...

S1E19: Too Much Company Stock

September 11, 2019 15:54 - 23 minutes - 21.9 MB

Host John Chapman of the John Chapman Show talks about his three practical ideas around having company stock, whether it is in the form of stock options or RSUs, and how they affect your net worth. Learn how not to let having the majority of your future funds tied up in the vitality that can occur with company stock.    Episode Highlights: John Chapman opens up about the topic of having too much company stock.  John creates a scenario about a married couple that both work with two young ...

Too Much Company Stock

September 11, 2019 15:54 - 23 minutes - 21.9 MB

Host John Chapman of the John Chapman Show talks about his three practical ideas around having company stock, whether it is in the form of stock options or RSUs, and how they affect your net worth. Learn how not to let having the majority of your future funds tied up in the vitality that can occur with company stock.    Episode Highlights: John Chapman opens up about the topic of having too much company stock.  John creates a scenario about a married couple that both work with two young kid...

Rethinking our Sales Philosophy with Matt Perkins

September 03, 2019 10:00 - 29 minutes - 27.2 MB

Host John Chapman of the John Chapman Show talks with Matt Perkins about his philosophy for sales that puts the customer first. Learn how to focus on the needs of customers through consultative sales and empathize with them authentically and incorporating expertise.     Episode Highlights:         Where did Matt Perkins grow up and what was it like for him?         When was his first encounter with the idea of sales?         At what age did he realize he had his key moment to pursue sales? ...

S1E18: Rethinking our Sales Philosophy with Matt Perkins

September 03, 2019 10:00 - 29 minutes - 27.2 MB

Host John Chapman of the John Chapman Show talks with Matt Perkins about his philosophy for sales that puts the customer first. Learn how to focus on the needs of customers through consultative sales and empathize with them authentically and incorporating expertise.     Episode Highlights:         Where did Matt Perkins grow up and what was it like for him?         When was his first encounter with the idea of sales?         At what age did he realize he had his key moment to pursue sal...

S1E17: Financial Literacy and Why it's so Elusive

August 27, 2019 15:42 - 20 minutes - 18.8 MB

Host John Chapman of the John Chapman Show talks about financial literacy with Frankie Calkins, Email Marketing Manager at Bulletproof 360, Author, and Former Teacher at San Jose High School. Frankie shares insight on possible reasons why learning about proper financial habits haven’t been taught earlier in schools, what positive changes have been occurring, and ways parents can prepare their kids for better spending habits.    Episode Highlights:         Who is Frankie Calkins as a teach...

Financial Literacy and Why it's so Elusive

August 27, 2019 15:42 - 20 minutes - 18.8 MB

Host John Chapman of the John Chapman Show talks about financial literacy with Frankie Calkins, Email Marketing Manager at Bulletproof 360, Author, and Former Teacher at San Jose High School. Frankie shares insight on possible reasons why learning about proper financial habits haven’t been taught earlier in schools, what positive changes have been occurring, and ways parents can prepare their kids for better spending habits.    Episode Highlights:         Who is Frankie Calkins as a teacher...

Guests

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

Twitter Mentions

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