The Money Knight

Ep 34: Helping Businesses Implement Their Vision With Jeff Whittle

Today we sit down and interview Jeff Whittle, who is a Certified Implementer of the Entrepreneurial Operating System. His practice is dedicated to helping entrepreneurs and owners build a better business. Jeff talks to us today about the companies need to think about when improving upon their business and his philosophy behind what he does.
Important Links:
Jeff's Email: jwhittle@whittleandpartners.com
Jeff's Website: https://whittleandpartners.com/
Chessman Wealth Website: https://www.chessmanwealth.com
Call: 214-572-2120

Ep 33: Things Nobody Says

You’ve probably never heard anyone make these statements that we’ll provide on today’s episode. And there are some great reasons why.
Important Links:
Chessman Wealth Website: https://www.chessmanwealth.com
Call: 214-572-2120

Ep 32: A 5 Question Retirement Preparedness Quiz

Want to grade your preparedness for retirement? Here are five key questions you need to ask yourself. Your answers will help determine how ready you are for retirement.
Important Links:
Chessman Wealth Website: https://www.chessmanwealth.com
Call: 214-572-2120

Ep 31: Is Diversification for Suckers?

If you look up quotes about diversification from famous investors, you might come across one from renowned investor Warren Buffet that will certainly raise your eyebrows. It goes, “Diversification is protection against ignorance. It makes little sense if you know what you are doing.” Yet, we’ve always heard about diversification being one of the keys to success for retirement planning. How can these seemingly different ideas both be right?
Important Links:
Chessman Wealth Website: https://www.chessmanwealth.com
Call: 214-572-2120

Ep 30: The Transition To Owning Your Own Business - A Chat With Dave Parkin

Dave Parkin founded Connect Structural Engineering in 1999. They have been in business for over 20 years and the vast majority of their clients are architects. But before 1999, Dave was working under others and had an inclination that he eventually wanted to run his own business. Wade talks to Dave on how he worked through this transition and the ups and downs that go along with being an entrepreneur.
Important Links:
Chessman Wealth Website: https://www.chessmanwealth.com
Call: 214-572-2120

Ep 29: Addressing Specific Retirement Concerns Of Baby Boomers

We’re talking specifically to Baby Boomers on this episode. What are the most common challenges, fears and objectives of this generation? What are some of the mistakes Boomers often make and how can they be avoided? We’ll ask and attempt to answer those questions on today’s show.
Important Links:
Chessman Wealth Website: https://www.chessmanwealth.com
Call: 214-572-2120

Ep 28: Eye Opening Stats Showing How Americans Save

Vanguard’s “How America Saves 2020” report is packed with lots of intriguing stats and findings about Americans and how they save for retirement in the crazy year that is 2020 (most of the recent data is technically from 2019 although some figures are current through the Spring of 2020). Let’s look at some of the top takeaways from the study and how you might compare to the “normal” savings behaviors of Americans.
Important Links:
Vanguard Article: https://institutional.vanguard.com/ngiam/assets/pdf/has/how-america-saves-report-2020.pdf
Chessman Wealth Website: https://www.chessmanwealth.com
Call: 214-572-2120

Ep 27: Donor Advised Funds With Ben Bell

Ben Bell is President of the Southwest Region of The Signatry. He works with donors to encourage biblical generosity through different strategies. We break down what a donor advised fund is and the different ways you may be able to use one.
Important Links:
Chessman Wealth Website: https://www.chessmanwealth.com
Call: 214-572-2120
The Signatry's Website: https://thesignatry.com/
Ben's Email: bbell@thesignatry.com
Phone Number: 214-707-6668

Ep 26: Let’s Put Your IRA Under Some Scrutiny

The IRA is an incredibly popular vehicle to save for retirement. But are you being too passive about how you’re saving and investing inside that account? Let’s put your IRA through some scrutiny to see if you’re truly taking advantage of all it has to offer and understand its pros and cons.
Important Links:
Chessman Wealth Website: https://www.chessmanwealth.com
Call: 214-572-2120

Ep 25: Financial Issues Particularly Challenging For Women

Many financial issues impact us all the same. But, of course, other challenges have varying impacts from person to person because our situations are all unique. Let’s take a look at some of the financial and retirement challenges that are unique to women.
Important Links:
Chessman Wealth Website: https://www.chessmanwealth.com
Call: 214-572-2120