The Chamberlin Group

06/25/2026

It's hard to believe, but it's time for the season finale of "The Wells of Wealth" show on CNBC! The sixth episode airs this Sunday at 9 a.m. central, and the topic is the importance of going into retirement with a plan. Sometimes it's fun to leave the house without a set destination in mind, but there's a certain confidence and calm that come when you map out your route ahead of time, research the stops along the way and have an idea of your travel time. Crafting a retirement roadmap with a holistic planner can help bring similar peace of mind.
Check your local listings and tune into CNBC this Sunday to hear this important discussion, and if you don't have your free copy of "The Wells of Wealth System" book yet, click here to request yours today: https://hubs.la/Q04mKPdP0

06/24/2026

You know the old saying: the only things certain in life are death and taxes. But even though paying something in taxation might be inevitable, it's possible to keep that burden as low as possible. We're up to chapter 5 in our blog series summarizing the topics in Don's new book, "The Wells of Wealth System." Check out the post for an overview and to learn how you can get your complimentary copy:

Many retirees have been told taxes will be lower when they are no longer working. Income taxes can actually be your single largest expense in retirement!

06/21/2026

Keeping us tied together, one day at a time. 👔

Happy Father's Day to all the amazing dads, grandpas, uncles, and paternal figures out there! We see you, we appreciate you, and we hope your day is as incredible and inspiring as the impact you make on those around you.

How are you celebrating the special men in your life today? Let us know below! 👇💙

06/18/2026

Tomorrow is Juneteenth, a day when we pause to celebrate a historic milestone of freedom and to honor the ongoing journey toward justice for all.

Please note that our office will be closed on Friday, June 19, but will reopen for normal business hours on Monday, June 22.

06/17/2026

Americans born in 2024 had an average life expectancy of 79 years, according to a report from the National Center for Health Statistics. That's the highest the number has ever been, but longevity brings with it increased expenses from medical bills, long-term care, and more. Is your holistic retirement plan stress tested against longevity risk? That's the topic on deck for the penultimate episode of "The Wells of Wealth" Show, coming your way this Sunday at 9 a.m. central time on CNBC.

Source: https://hubs.la/Q04ls7CV0

06/15/2026

You might have more time in retirement to spend visiting different advisors for your investments, your taxes, your healthcare and insurance needs, and more. But why spend your time running around to those appointments when you could be traveling, spending time with your family, or enjoying leisure activities? At Chamberlin, we believe in a holistic approach to financial planning, one that puts as many of those focus areas in one place as we can. For David and Mary Kay, that’s streamlined their calendar significantly.

📺 Hear the Murphys' story directly from them: https://hubs.la/Q04lt5G50

Comments regarding a particular client’s experiences and outcomes may or may not be the same as another client’s experience, and could differ substantially, and is not an indication that any client or prospective client will experience the same or a higher level of future success or performance.

06/12/2026

We've got a lot of new faces around the office these days, and we're excited to introduce you to our newest team members over the next couple of weeks. Let's start with two new members of the client service team: Client Service Adviser Brennan Hammer and Paraplanner Eric Meyer!

Brennan and Eric join the team to support the lead planners as they develop and execute holistic retirement plans for our clients. If you have questions, concerns or requests, they'll be there to make sure we can address those things for you as soon as we possibly can.

"What excites me most about The Chamberlin Group is the opportunity to learn from a team of experienced advisors and help clients make informed financial decisions," Brennan says. "The people and culture here have made it an easy place to grow and contribute."

When Retirement Day comes and it's time to live out your hopes and dreams, your biggest concern should be where to meet friends for lunch or where to take your grandkids on vacation, not what the market is doing or whether you'll run out of money. Our client service team is here to help maintain your confidence and peace of mind.

"The best part of working here so far is the wonderful environment that surrounds working toward the goal of helping people enjoy their retirement," Eric says.

06/10/2026

"The Wells of Wealth" Show has cleared the first half of its season on CNBC. Catch the fourth episode this Sunday morning at 9 a.m. central time, and learn some strategies for telling the IRS that "nobody better lay a finger on my 401(k)!"

06/08/2026

If you’re a home chef like Chamberlin client Matt Tove, you know the right ingredients make all the difference. When you’re dealing with something as complicated as a retirement plan or the financial world, you probably think of “pantry staples” like investments and tax filings. But just as important are the supporting “flavors”: Educational resources, confidence that your planner knows their stuff, and information at your fingertips. For Matt and his wife Julie, those are highlights of their relationship with Chamberlin planner Brendan Kelly.

📺 Hear Matt & Julie’s story directly from them: https://hubs.la/Q04ky3Db0

Comments regarding a particular client’s experiences and outcomes may or may not be the same as another client’s experience, and could differ substantially, and is not an indication that any client or prospective client will experience the same or a higher level of future success or performance.

06/04/2026

We've got a double header on deck this weekend for The Wells of Wealth Show! Saturday *and* Sunday, tune in to CNBC at 9 a.m. central for new episodes. Don, D.C. and Josh will discuss income strategies as part of a holistic plan, and creating a "personal pension" of steady, reliable income from your savings and investments.

Don't forget: The show is based on Don's new book, "The Wells of Wealth System"! Get your free copy by visiting our website and scheduling your 20-minute, no-obligation strategy call with a trained and certified Retirement Educator. Your call also starts the process of developing your complimentary Chamberlin Mini-plan with three tailored, custom reports: A Social Security Maximization Report, a Tax and Portfolio Audit, and a Wells of Wealth Strategy designed around your goals and assets. Click here to schedule your call today: https://hubs.la/Q04k7Fdc0