The John Chapman Show

The John Chapman Show Podcast

Business EN ↓ 81 episodes

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.thejo...

Author

The John Chapman Show

Category

Business

Latest episode

Sep 1, 2023

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Episodes

S1E30: Conversation with Attorney, Adjunct Professor, and Financial Professional Alex Talcott 03.12.2019

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...

S1E29: Know What Is So with Financial Strategist Thomas Deschutter 26.11.2019

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...

S1E28: Dealing Aging Parents and Settling An Estate with Morgan Smith 19.11.2019

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...

S1E27: Redefining the Tax Advisor Relationship with CPA Michael Eckstein 12.11.2019

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 n...

S1E26: Life in Software Sales and Managing Variable Cash Flow with Derek Bondo 05.11.2019

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...

S1E25: Experience Peak Performance with Executive Coach and Consultant Eric Sims 29.10.2019

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 o...

S1E24: The Personal Side of Finance with Dave Lowell 22.10.2019

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:...

S1E23: Tackling Debt with Debbi King 15.10.2019

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 grea...

S1E22: How to Talk with You Spouse About Money with Dan Hinz 14.10.2019

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...

S1E21: My Conversation with Entrepreneur, Real Estate Investor, and Podcast Host - Paul Moore 01.10.2019

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...

S1E20: Stock Options for Private Companies with Vieje Piauwasdy 17.09.2019

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 ar...

S1E19: Too Much Company Stock 11.09.2019

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...

S1E18: Rethinking our Sales Philosophy with Matt Perkins 03.09.2019

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? &nbsp...

S1E17: Financial Literacy and Why it's so Elusive 27.08.2019

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 thei...

S1E16: College Savings Tips and the 529 Account 14.08.2019

Host 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 a...

S1E15: Not All $1 Million Dollars Are Created Equaly 06.08.2019

Host 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...

S1E14: Old 401ks, IRAs, and Solo 401ks 30.07.2019

Host 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.       &nbsp...

S1E13: 401k Do's and Don'ts 23.07.2019

Host 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 do...

S1E12: Job Changes and Managing Equity Compensation 16.07.2019

Host 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...

S1E11: Intrapreneur Wealth Building Tool Kit 10.07.2019

Host 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 Chapm...

S1E10: Uncovering the Financial Services Industry, Past and Present 02.07.2019

Host 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 maj...

S1E9: Buying an Investment Property? Look before you leap with Alec Maghami 25.06.2019

Alec 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 a...

S1E8: How to Face Your Fears of Consumer Debt with Frankie Calkins 18.06.2019

Frankie 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:         &nbsp...

S1E7: Behind the Scenes on Institutional Real Estate Investing with Matt Chapman 11.06.2019

Matthew 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 esta...

S1E6: Finding the Right Agent and the Right Home with Natalie Shaw 04.06.2019

Natalie 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...

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