Financial and retirement guidance from CERTIFIED FINANCIAL PLANNER™ professional Wade Chessman, President, Wealth Advisor of Chessman Wealth Strategies in the Dallas, Texas area. Wade is the author of Giving Transforms You and hosts this podcast to help you better prepare for your financial future and to retire with financial confidence. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. 7557 Rambler Road, Suite 1010, Dallas, TX 75231. 214-572-2120.
Episodes
Thursday Jun 16, 2022
Thursday Jun 16, 2022
There are plenty of external factors that often negatively influence our chances of having a successful retirement. But often, failure comes from within. On this episode, we’ll talk about some of the common ways people get in their own way when it comes to financial planning and what you can do to change that.
What we discuss in this episode:
0:30 – Fear and greed causing us to buy and sell
3:00 – Making investment choices just to save taxes
4:59 – Sitting in cash for too long
6:47 – Overthinking every decision
7:41 – Blindly following financial advice
10:30 – Kingdom Minute
Important Links:
Chessman Wealth Website: https://www.chessmanwealth.com
Call: 214-572-2120
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