The Chamberlin Group

The Chamberlin Group Fee-Based Financial Planning & Wealth Management Firm.

Investment advisory services offered through Foundations Investment Advisors, LLC, an SEC registered investment adviser.

09/01/2026

For most working Americans, there's a regular cadence to the paychecks or direct deposits that come in to cover monthly bills and day-to-day expenses. When retirement day comes, though, those regular infusions of cash stop — unless you set up a system from your savings that keeps them coming.

It's time for the second half of The Wells of Wealth Season 2, and that system is exactly what our next three episodes will discuss. Our time-segmentation philosophy splits your savings into "Wells" based on when you'll need the money, and the first Well is the cash you need to cover your day-to-day and emergency expenses over the coming year.

Add The Wells of Wealth show to your Labor Day weekend plans, and learn more about how the Liquid Well starts the time-segmentation process and the role it plays in the overall Wells of Wealth system. Tune in this weekend, both Saturday and Sunday at 10:30 a.m. central on CNBC.

This weekend: Double-up on the Wells of Wealth Show!Live near our headquarters in St. Louis? Tune in to Fox 2 on Saturda...
08/28/2026

This weekend: Double-up on the Wells of Wealth Show!
Live near our headquarters in St. Louis? Tune in to Fox 2 on Saturday, Aug. 29 at 1 p.m. and Sunday, Aug. 30 at 11 a.m.
Or check your local listings for CNBC, and tune in to the national broadcast Saturday and Sunday at 10:30 a.m. central time.
Check https://hubs.la/Q04vBh_40 for videos of past episodes and more information about upcoming airtimes.

08/24/2026

Episode 1: The Social Security Maximization Report
Episode 2: The Tax and Portfolio Audit
And this weekend, Episode 3: The Wells of Wealth Report
The second half of season 2 digs into the purpose and composition of each Well, but we're teeing that up with a discussion of the personalized Wells of Wealth Report that comes in your complimentary Chamberlin miniplan. This isn't a hypothetical or an example of how it could look. This is a real blueprint using your assets, your goals and your timelines. After your 20-minute strategy call with a Retirement Educator, our team gets to work putting these three reports together so you can see how a holistic plan could bring you confidence and peace of mind in retirement.
Tune in this weekend, both Saturday and Sunday at 10:30 a.m. central on CNBC, and hear from Don and D.C. about how this report could change the trajectory of your financial future.

For most of us, April 15 is the date we think of when it comes to taxes. But remember the difference between tax prepara...
08/21/2026

For most of us, April 15 is the date we think of when it comes to taxes. But remember the difference between tax preparation and tax planning: Preparation is putting together your return for last year; planning is strategizing for the year ahead. With that in mind, it's never too early to talk taxes, and that's exactly what Don and D.C. will be doing on The Wells of Wealth Show this weekend on CNBC — Saturday and Sunday, 10:30 a.m. central time.

08/18/2026

For most retirees, the accounts that make up their nest egg can be classified into three buckets: Taxable, Tax-Deferred and Tax-Free. In simpler terms, some go in the "Tax Me Now" bucket, some into the "Tax Me Later" bucket, and some into the "Tax Me Never" bucket. When it comes to making sure your assets are in the right place, you don't want to leave it to chance.

For a primer on what "The Wells of Wealth System" book says on this topic, check out our blog: https://hubs.la/Q04tgJrm0

And for an in-depth discussion, tune into Season 2, Episode 2 of "The Wells of Wealth" show on CNBC, airing both Saturday and Sunday at 10:30 a.m. central time.

08/12/2026

Philadelphia, 1789. Benjamin Franklin penned the letter that included his famous words: “"In this world nothing can be said to be certain, except death and taxes."

We know from recent surveys by Allianz that nearly ⅔ of Americans fear running out of money in retirement more than death. And one of the biggest threats to your savings is paying tax bills reactively rather than planning for them proactively.

In this weekend’s episode of “The Wells of Wealth,” Don and D.C. talk taxes, and discuss the Tax and Portfolio Audit that’s included in the complimentary Chamberlin Miniplan. You won’t want to miss it! Tune in to CNBC at 10:30 a.m. central time on both Saturday and Sunday.

Another successful off-site quarterly meeting is in the books! Many thanks to The Fabulous Fox Theatre for hosting us, a...
08/11/2026

Another successful off-site quarterly meeting is in the books! Many thanks to The Fabulous Fox Theatre for hosting us, and for the awesome behind-the-scenes tour.

Congratulations to our second quarter award winners:

"Da Bomb": Natalie Lehmann and Giovanni Ferrara
"Top Banana": Tom Ponce
"Big Gun": D.C. Chamberlin

It's that time again: Our office will be closed on Friday, Aug. 7, for our quarterly off-site team meeting. We'll be rev...
08/06/2026

It's that time again: Our office will be closed on Friday, Aug. 7, for our quarterly off-site team meeting. We'll be reviewing the last few months, planning for the fall, and spending some time bonding as a team. Making sure we're all on the same page is an important part of providing the personalized, dedicated service that you've come to expect.

Don't worry, though! We'll be back open on Monday for regular business hours.

Have a great weekend, and don't forget to check out the Wells of Wealth Show on TV! Season 2 debuts on CNBC this Saturday and Sunday at 10:30 a.m. central.

08/04/2026

📺 "The Wells of Wealth" show, season 2: Starting this weekend, Don and D.C. dig into each well of the time-segmentation system, and into each of the free reports that make up a Chamberlin mini-plan. Tune in to CNBC every Saturday and Sunday at 10:30 a.m. central.

Need to catch up on past episodes, or request your copy of the "Wells of Wealth System" book? Visit https://hubs.la/Q04rQ6F_0

Address

12444 Powerscourt Drive, Suite 100
St. Louis, MO
63131

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

(314) 909-1100

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