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The Chase

Show & Podcast

with Chris McAlpin


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Behavioral Finance Series: The Most Missed Topic in Financial Planning (#39) Thumbnail

Behavioral Finance Series: The Most Missed Topic in Financial Planning (#39)

What is most often overlooked in financial planning? When taking steps to secure your financial future, what aspects should you really be focused on? In this installment of the Behavioral Finance Series from The Chase, Chris McAlpin discusses the importance of recognizing our resources, opportunities, and relationships that we are blessed with to be successful.

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Market Ups & Downs: Seeing Through the Turmoil With Clint Sorenson (#38) Thumbnail

Market Ups & Downs: Seeing Through the Turmoil With Clint Sorenson (#38)

Are you feeling the pressure of recent market unrest? Is the current state of the world causing you to be unsure about the future of your finances? On this episode of The Chase, Chris McAlpin and Clint Sorenson, CIO of WealthShield and Lead Investment Strategist for Sound Financial Strategies Group, talk through the ways financial advisors and portfolio managers can work together to help clients wade through periods of market volatility.

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Behavioral Finance Series with Joe McQuaid - Part 2 (#37) Thumbnail

Behavioral Finance Series with Joe McQuaid - Part 2 (#37)

Do you struggle to filter through the noise of everyday life? How does that noise distract you from what’s important and affect your financial decisions? On this episode of the Behavioral Finance Series from The Chase, Chris McAlpin once again talks with Joe McQuaid, founder of Ascend Consulting, about how to cut through the noise and clutter in order to make smarter and more impactful investment decisions.

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