54 episodes

Planning to retire in the next 5-10 years? Want to ensure you are retirement ready?  The John Chapman Show is your source for retirement strategies to help you better manage your investing, tax, insurance and estate planning.  Pre-retirees biggest risks lie in not just investing the wealth they’ve built, but also in maintaining an up to date and secure financial plan as life changes.  As you make the final push in your working career, be sure to stay on track with your financial plan so that ultimately you get the MOST from life with the money you do have.  Host, John Chapman, is a CFP® and Partner at WorthPointe, a boutique wealth management firm helping clients gain financial peace of mind.

The John Chapman Show Podcast The John Chapman Show

    • Business
    • 5.0, 4 Ratings

Planning to retire in the next 5-10 years? Want to ensure you are retirement ready?  The John Chapman Show is your source for retirement strategies to help you better manage your investing, tax, insurance and estate planning.  Pre-retirees biggest risks lie in not just investing the wealth they’ve built, but also in maintaining an up to date and secure financial plan as life changes.  As you make the final push in your working career, be sure to stay on track with your financial plan so that ultimately you get the MOST from life with the money you do have.  Host, John Chapman, is a CFP® and Partner at WorthPointe, a boutique wealth management firm helping clients gain financial peace of mind.

    Proactive Estate Planning with attorney Darlynn Morgan

    Proactive Estate Planning with attorney Darlynn Morgan

    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 directives
    And a Will vs. a Trust.

    Be sure to listen till the end where Darlynn shows her own personal story about losing her first husband in her early 30s and how that impacted her career as an estate planner.

    For more information, check out: http://morganlawgroup.com/

    • 24 min
    Analyzing a Roth Conversion Strategy with Matt Addington

    Analyzing a Roth Conversion Strategy with Matt Addington

    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 have changed.

    *Be sure to incorporate your tax advisor in this conversation since this is just education and not tax advice*

    • 16 min
    How To Avoid The Top 3 Medicare Mistakes with Bob Bernardo

    How To Avoid The Top 3 Medicare Mistakes with Bob Bernardo

    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, check out https://medicarebenefitadvisers.com/about.html

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

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

    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 Communities
    Assisted Living 
    Memory Care
    Skilled Nursing Facilities
    In Home Care 

    At the end, Frank talks about how Medicaid or Medi-Cal can effect your options for senior care, and what the approximate out of pockets costs can be. 

    For more information or to schedule a consultation, be sure to check out https://www.seniorcareauthority.com/. 

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

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

    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.gibbsgiden.com/. 

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

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

    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 Michaels new book on Amazon. Website: https://vann-group.com/ Book: https://www.amazon.com/Buying-Out-Boss-Successors-Succession/dp/1544511302

    • 28 min

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