The Money Knight

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

Ep 24: Retirement Ready: Are You Clinging To False Hope?

We often find that people are clinging to certain ideas or beliefs that end up giving them a sense of false hope about their retirement. It’s a dangerous position to be in. Let’s explore some of the faulty thinking that ultimately leaves people underprepared for retirement.
Important Links:
Chessman Wealth Website: https://www.chessmanwealth.com
Call: 214-572-2120

Ep 23: The Difficulty Of Financial Planning After The Death Of A Spouse

It is a life event that can be one of the most difficult things to go through both emotionally and financially. When one spouse dies, the remaining spouse is left to wrestle with a mountain of questions and choices. And although it’s difficult to discuss, proper planning can help make it easier to transition through this major life event. Let’s explore what someone should do in the event of a spouse’s passing, but also some of the pre-planning that can take place.
Important Links:
Chessman Wealth Website: https://www.chessmanwealth.com
Call: 214-572-2120

Ep 22: What Is A Certified Kingdom Advisor?

We talk about Wade being a Certified Kingdom Advisor along with a Certified Financial Planner, but what exactly does that all entail? On today's episode, we'll tell you how he got that title, how Kingdom Advisors got started, and the mission behind the group.
Important Links:
Chessman Wealth Website: https://www.chessmanwealth.com
Call: 214-572-2120

Ep 21: Investing Like A Genius

People are always studying geniuses and highly intelligent people, trying to get an understanding of what makes them tick. Let’s look at some of the common characteristics of highly intelligent people that you should apply to your financial life.
Important Links:
Chessman Wealth Website: https://www.chessmanwealth.com
Call: 214-572-2120

Ep 20: How To Avoid Critical Retirement Planning Mistakes

Let’s talk about some of the common mistakes that we see being made time and time again by retirees and pre-retirees.
Important Links:
Chessman Wealth Website: https://www.chessmanwealth.com
Call: 214-572-2120