The John Chapman Show Podcast
134 episodes - English - Latest episode: 8 months ago - ★★★★★ - 4 ratingsThe 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
College Savings Tips and the 529 Account
August 14, 2019 15:02 - 18 minutes - 17.4 MBHost John Chapman of the John Chapman Show talks about how you can put your kids through college and advice relating to the 529 account, how you can use it in the future, and some practical savings and investing strategies. Episode Highlights: John Chapman shares some startling stats about student loan debt. What is a 529 account? How can you use the 529 account for? What can’t you use the 529 for? How much money should you be putting in a 529 ...
S1E16: College Savings Tips and the 529 Account
August 14, 2019 15:02 - 18 minutes - 17.4 MBHost John Chapman of the John Chapman Show talks about how you can put your kids through college and advice relating to the 529 account, how you can use it in the future, and some practical savings and investing strategies. Episode Highlights: John Chapman shares some startling stats about student loan debt. What is a 529 account? How can you use the 529 account for? What can’t you use the 529 for? How much money should you be putting in ...
S1E15: Not All $1 Million Dollars Are Created Equaly
August 06, 2019 19:33 - 25 minutes - 23 MBHost John Chapman of the John Chapman Show talks about the ability to save $1 million. John dives into the various ways you can accumulate $1 million to live off of during your retirement years. Also, John Chapman analyzes these saving solutions with The Three T’s: timing, taxes, and the tools. Episode Highlights: John Chapman discusses about the influence of Jake Dunlap, the CEO of Skaled Consulting. What are the various ways you can save $1 million? John talks ...
Not All $1 Million Dollars Are Created Equaly
August 06, 2019 19:33 - 25 minutes - 23 MBHost John Chapman of the John Chapman Show talks about the ability to save $1 million. John dives into the various ways you can accumulate $1 million to live off of during your retirement years. Also, John Chapman analyzes these saving solutions with The Three T’s: timing, taxes, and the tools. Episode Highlights: John Chapman discusses about the influence of Jake Dunlap, the CEO of Skaled Consulting. What are the various ways you can save $1 million? John talks abou...
S1E14: Old 401ks, IRAs, and Solo 401ks
July 30, 2019 10:00 - 18 minutes - 17.1 MBHost John Chapman of the John Chapman Show talks about the choices you can make as they pertain to your old 401ks. John will also help you understand IRAs, and compare the traditional IRA to the Roth IRA and what exactly a self-employed 401k is. Episode Highlights: John Chapman introduces the show topic of the options for your old 401ks. What is your greatest asset? What are your options for your old 401k? What are the cons of your 401k options? ...
Old 401ks, IRAs, and Solo 401ks
July 30, 2019 10:00 - 18 minutes - 17.1 MBHost John Chapman of the John Chapman Show talks about the choices you can make as they pertain to your old 401ks. John will also help you understand IRAs, and compare the traditional IRA to the Roth IRA and what exactly a self-employed 401k is. Episode Highlights: John Chapman introduces the show topic of the options for your old 401ks. What is your greatest asset? What are your options for your old 401k? What are the cons of your 401k options? Wh...
401k Do's and Don'ts
July 23, 2019 16:34 - 19 minutes - 17.6 MBHost John Chapman of the John Chapman Show breaks down the history of 401k as well as the reasons why 401k are so important nowadays. He also talks about the 4 biggest mistakes people make and then shares tips for saving and building your 401k. Episode Highlights: John Chapman introduces the show topic of 401k plans. What does the financial retirement landscape look like right now? What is the power of the 401k? How does a company match work? Wha...
S1E13: 401k Do's and Don'ts
July 23, 2019 16:34 - 19 minutes - 17.6 MBHost John Chapman of the John Chapman Show breaks down the history of 401k as well as the reasons why 401k are so important nowadays. He also talks about the 4 biggest mistakes people make and then shares tips for saving and building your 401k. Episode Highlights: John Chapman introduces the show topic of 401k plans. What does the financial retirement landscape look like right now? What is the power of the 401k? How does a company match work? ...
S1E12: Job Changes and Managing Equity Compensation
July 16, 2019 17:01 - 29 minutes - 26.8 MBHost John Chapman of the John Chapman Show talks to listeners about the different levels of job changes and the impact on your company stock and equity that can occur. John goes over four different job stages: the new job, the job promotion, the job transition, and the job elimination. He also provides hypothetical workplace situations to enable you to visualize how stock options get impacted and possible action plans to take. Episode Highlights: John Chapman introduces the show t...
Job Changes and Managing Equity Compensation
July 16, 2019 17:01 - 29 minutes - 26.8 MBHost John Chapman of the John Chapman Show talks to listeners about the different levels of job changes and the impact on your company stock and equity that can occur. John goes over four different job stages: the new job, the job promotion, the job transition, and the job elimination. He also provides hypothetical workplace situations to enable you to visualize how stock options get impacted and possible action plans to take. Episode Highlights: John Chapman introduces the show top...
Intrapreneur Wealth Building Tool Kit
July 10, 2019 10:00 - 22 minutes - 20.2 MBHost John Chapman of the John Chapman Show talks to listeners about the Intrapreneur Wealth Building Tool Kit that includes four different tools. If you are getting equity compensation, handling tax-planning, dealing with insurance, and are making retirement considerations, these four methods of wealth-building are key to understand. Episode Highlights: John Chapman introduces the Intrapreneur Wealth Building Tool Kit. What is the wealth-building curve like for intrapreneur...
S1E11: Intrapreneur Wealth Building Tool Kit
July 10, 2019 10:00 - 22 minutes - 20.2 MBHost John Chapman of the John Chapman Show talks to listeners about the Intrapreneur Wealth Building Tool Kit that includes four different tools. If you are getting equity compensation, handling tax-planning, dealing with insurance, and are making retirement considerations, these four methods of wealth-building are key to understand. Episode Highlights: John Chapman introduces the Intrapreneur Wealth Building Tool Kit. What is the wealth-building curve like for intrapren...
S1E10: Uncovering the Financial Services Industry, Past and Present
July 02, 2019 13:27 - 25 minutes - 23.2 MBHost John Chapman of the John Chapman Show provides listeners with an informative history of the financial services industry. If you were an investor over the last 50 years all the way up to today. This discussion covers who you were dealing with and how you were dealing with them in terms of how you were saving your money. Episode Highlights: What are the two major stock exchanges? What years were the two major stock exchanges established? When you read the news...
Uncovering the Financial Services Industry, Past and Present
July 02, 2019 13:27 - 25 minutes - 23.2 MBHost John Chapman of the John Chapman Show provides listeners with an informative history of the financial services industry. If you were an investor over the last 50 years all the way up to today. This discussion covers who you were dealing with and how you were dealing with them in terms of how you were saving your money. Episode Highlights: What are the two major stock exchanges? What years were the two major stock exchanges established? When you read the news, wh...
S1E9: Buying an Investment Property? Look before you leap with Alec Maghami
June 25, 2019 10:00 - 37 minutes - 34.5 MBAlec Maghami talks with host John Chapman of the John Chapman Show about all the things you should know about purchasing an investment property. Alec explains the differences in buying real estate on the investing side versus a single family home, how every building has a story, the three different valuation metrics that institutional buyers use to calculate how much a property is worth, as well as the answers to debt-to-equity questions. Episode Highlights: Alec Maghami talks ...
Buying an Investment Property? Look before you leap with Alec Maghami
June 25, 2019 10:00 - 37 minutes - 34.5 MBAlec Maghami talks with host John Chapman of the John Chapman Show about all the things you should know about purchasing an investment property. Alec explains the differences in buying real estate on the investing side versus a single family home, how every building has a story, the three different valuation metrics that institutional buyers use to calculate how much a property is worth, as well as the answers to debt-to-equity questions. Episode Highlights: Alec Maghami talks ab...
How to Face Your Fears of Consumer Debt with Frankie Calkins
June 18, 2019 10:00 - 33 minutes - 31.1 MBFrankie Calkins, D talks with host John Chapman of the John Chapman Show about consumer debt and how he faced his fears to climb out of it. Frankie also delves into the process of how he approached creating his book “The Money Resolution,” self-publishing it, and turning the whole thing around in only six months. Episode Highlights: How did Frankie Calkins’ personal experiences with student loan debt and consumer debt begin? How did Frankie begin sharing his debt issues wit...
S1E8: How to Face Your Fears of Consumer Debt with Frankie Calkins
June 18, 2019 10:00 - 33 minutes - 31.1 MBFrankie Calkins, D talks with host John Chapman of the John Chapman Show about consumer debt and how he faced his fears to climb out of it. Frankie also delves into the process of how he approached creating his book “The Money Resolution,” self-publishing it, and turning the whole thing around in only six months. Episode Highlights: How did Frankie Calkins’ personal experiences with student loan debt and consumer debt begin? How did Frankie begin sharing his debt issues ...
Behind the Scenes on Institutional Real Estate Investing with Matt Chapman
June 11, 2019 10:00 - 29 minutes - 27.1 MBMatthew Chapman, Director of Investments (West Region) at Link Industrial Properties and Senior Vice President at Talos Capital talks with his brother and host John Chapman of the John Chapman Show about investing in industrial real estate. Learn from Matthew about private equity funds, asset allocation, off-market deals, and how changes in retail buying patterns are affecting commercial real estate. Episode Highlights: What is Matthew Chapman’s job like in industrial real estate an...
S1E7: Behind the Scenes on Institutional Real Estate Investing with Matt Chapman
June 11, 2019 10:00 - 29 minutes - 27.1 MBMatthew Chapman, Director of Investments (West Region) at Link Industrial Properties and Senior Vice President at Talos Capital talks with his brother and host John Chapman of the John Chapman Show about investing in industrial real estate. Learn from Matthew about private equity funds, asset allocation, off-market deals, and how changes in retail buying patterns are affecting commercial real estate. Episode Highlights: What is Matthew Chapman’s job like in industrial real estate ...
Finding the Right Agent and the Right Home with Natalie Shaw
June 04, 2019 10:00 - 38 minutes - 35.6 MBNatalie Shaw, Licensed Real Estate Professional at Pacific Sotheby's International Realty, talks with host John Chapman of the John Chapman Show about how to prepare to buy real estate. Natalie also explains how to “date a neighborhood” you might want to buy in, the preapproval process, negotiations, the importance of working with a real estate agent, and the costs you should be aware of in advance. Episode Highlights: How is the buying and selling market looking in Spring 2019 in O...
S1E6: Finding the Right Agent and the Right Home with Natalie Shaw
June 04, 2019 10:00 - 38 minutes - 35.6 MBNatalie Shaw, Licensed Real Estate Professional at Pacific Sotheby's International Realty, talks with host John Chapman of the John Chapman Show about how to prepare to buy real estate. Natalie also explains how to “date a neighborhood” you might want to buy in, the preapproval process, negotiations, the importance of working with a real estate agent, and the costs you should be aware of in advance. Episode Highlights: How is the buying and selling market looking in Spring 2019 in...
S1E5: Incentive Stock Option (ISO) advisory with Vieje Piauwasdy
May 28, 2019 10:00 - 36 minutes - 33.2 MBVieje Piauwasdy, Head of Tax Advisory at Secfi, a company helping employees and shareholders of late-stage technology companies handle wealth options, talks with host John Chapman of the John Chapman Show about his experience growing up in a household with a father who is an entrepreneur, what his life was liking working for a Big Four accounting firm in New York City, and returning back to his hometown of San Francisco to be in charge of tax advisory at Secfi. Episode Highlights: What w...
Incentive Stock Option (ISO) advisory with Vieje Piauwasdy
May 28, 2019 10:00 - 36 minutes - 33.2 MBVieje Piauwasdy, Head of Tax Advisory at Secfi, a company helping employees and shareholders of late-stage technology companies handle wealth options, talks with host John Chapman of the John Chapman Show about his experience growing up in a household with a father who is an entrepreneur, what his life was liking working for a Big Four accounting firm in New York City, and returning back to his hometown of San Francisco to be in charge of tax advisory at Secfi. Episode Highlights: What was...
The Path of an Attorney with Brooks DePyster
May 21, 2019 10:00 - 35 minutes - 32.9 MBBrooks de Peyster, Public Defender, Senior Associate at Archer Price, talks with host John Chapman of the John Chapman Show about all the roads of education and experience that led him to the courthouse as an attorney. Learn what it was like for Brooks entering the legal profession during the aftermath of the recession, his hard work and hard grind as a criminal defense lawyer, and how to preferably develop a relationship with an attorney. Episode Highlights: What got Brooks de Peyster inte...
S1E4: The Path of an Attorney with Brooks DePyster
May 21, 2019 10:00 - 35 minutes - 32.9 MBBrooks de Peyster, Public Defender, Senior Associate at Archer Price, talks with host John Chapman of the John Chapman Show about all the roads of education and experience that led him to the courthouse as an attorney. Learn what it was like for Brooks entering the legal profession during the aftermath of the recession, his hard work and hard grind as a criminal defense lawyer, and how to preferably develop a relationship with an attorney. Episode Highlights: What got Brooks de Peyster in...
Career Advice from the Director of Sales at CircleCI with Chris Calkin
May 14, 2019 19:33 - 36 minutes - 33.7 MBChris Calkin, Director of Sales at CircleCI talks with host John Chapman of the John Chapman Show about his experience in acquiring jobs in the software and tech space. Chris not only shares his past formative education and work experiences, but also provides best practices for moving up your career ladder, and also how to manage spending and savings. Episode Highlights: Chris Calkin shares his background and how money was in his household. Does Chris identify as a saver or a spender? How di...
S1E3: Career Advice from the Director of Sales at CircleCI with Chris Calkin
May 14, 2019 19:33 - 36 minutes - 33.7 MBChris Calkin, Director of Sales at CircleCI talks with host John Chapman of the John Chapman Show about his experience in acquiring jobs in the software and tech space. Chris not only shares his past formative education and work experiences, but also provides best practices for moving up your career ladder, and also how to manage spending and savings. Episode Highlights: Chris Calkin shares his background and how money was in his household. Does Chris identify as a saver or a spender? Ho...
Climbing the Corporate Ladder with Veteran Recruiter Chris Wood
May 14, 2019 19:22 - 30 minutes - 27.7 MBChris Wood, Managing Director of theRecruitingCollective, a recruiting and staffing company, talks with host John Chapman of the John Chapman Show about how to maneuver in through the ever-changing employment seeking process. This beneficial conversation with Chris Wood covers several related topics such as best practices for utilizing Linkedin for networking within your industry and polishing your resume to garner attention. Episode Highlights: Chris Wood shares where he grew up and how h...
S1E2: Climbing the Corporate Ladder with Veteran Recruiter Chris Wood
May 14, 2019 19:22 - 30 minutes - 27.7 MBChris Wood, Managing Director of theRecruitingCollective, a recruiting and staffing company, talks with host John Chapman of the John Chapman Show about how to maneuver in through the ever-changing employment seeking process. This beneficial conversation with Chris Wood covers several related topics such as best practices for utilizing Linkedin for networking within your industry and polishing your resume to garner attention. Episode Highlights: Chris Wood shares where he grew up and how...
S1E1: The John Chapman Show: Start Here
May 14, 2019 19:21 - 3 minutes - 3.3 MBThe John Chapman show is your source for retirement readiness, strategies to help you potentially minimize taxes, invest wisely, and get the most from life with the money you do have. The stakes are high for those age 50 and over who desire financial independence, since its arguably never been more harder to achieve in our modern world due to longevity, low interest rates, taxes on the rise and massively underfunded retirement plans. In light of it, how are you ensuring the financial sec...
The John Chapman Show: Start Here
May 14, 2019 19:21 - 4 minutes - 4 MBThe John Chapman show is your source for all things personal finance and wealth management for high earning millennials. On the show, we’ll explore topics like financial planning, investment management, tax and estate planning, and charitable giving. We’ll also explore how to deal with equity compensation such as stock options, RSUs, and ESPP. Host, John Chapman, is a CFP® and Partner at WorthPointe, a boutique wealth management firm helping clients gain financial peace of mind.
S1E1: The Entrepreneurial Journey from Financial Planner to Firm Owner with WorthPointe CEO Christopher Van Slyke
May 14, 2019 17:20 - 31 minutes - 28.9 MBIn this episode of the John Chapman Show, John interviews Christopher Van Slyke. Christopher is the CEO & Founder of Worthpoint Wealth Management. He shares about his upbringing, his journey into the financial planning industry, and transition into a business owner. Episode Highlights: Christopher shares about where he is now, and the fact that it "didn't happen overnight." He shares about his upbringing and the journey into the financial planning industry. Christopher talks about his u...
The Entrepreneurial Journey from Financial Planner to Firm Owner with WorthPointe CEO Christopher Van Slyke
May 14, 2019 17:20 - 31 minutes - 28.9 MBIn this episode of the John Chapman Show, John interviews Christopher Van Slyke. Christopher is the CEO & Founder of Worthpoint Wealth Management. He shares about his upbringing, his journey into the financial planning industry, and transition into a business owner. Episode Highlights: Christopher shares about where he is now, and the fact that it "didn't happen overnight." He shares about his upbringing and the journey into the financial planning industry. Christopher talks about his uniqu...