The Money Knight
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 Aug 20, 2020
Ep 24: Retirement Ready: Are You Clinging To False Hope?
Thursday Aug 20, 2020
Thursday Aug 20, 2020
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
Wednesday Aug 12, 2020
Ep 23: The Difficulty Of Financial Planning After The Death Of A Spouse
Wednesday Aug 12, 2020
Wednesday Aug 12, 2020
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
Thursday Aug 06, 2020
Ep 22: What Is A Certified Kingdom Advisor?
Thursday Aug 06, 2020
Thursday Aug 06, 2020
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
Thursday Jul 02, 2020
Ep 21: Investing Like A Genius
Thursday Jul 02, 2020
Thursday Jul 02, 2020
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
Thursday Jun 18, 2020
Ep 20: How To Avoid Critical Retirement Planning Mistakes
Thursday Jun 18, 2020
Thursday Jun 18, 2020
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
Thursday Jun 11, 2020
Ep 19: Hidden Gems In Your Retirement Plan
Thursday Jun 11, 2020
Thursday Jun 11, 2020
If you’re like most people, you probably have some financial accounts that you haven’t paid much attention to recently. The statements are just collecting dust in your file cabinet, but they might actually be hidden gems that could be put to much better use. Let’s talk about some of the accounts that people tend to ignore for too long.
Important Links:
Chessman Wealth Website: https://www.chessmanwealth.com
Call: 214-572-2120
Thursday May 21, 2020
Ep 18: Should You Tap Your Retirement Accounts To Make It Through The Crisis?
Thursday May 21, 2020
Thursday May 21, 2020
The Coronavirus stimulus bill now makes it easier for Americans to withdraw money from their 401(k)s and other types of retirement accounts. Is this a wise choice to help ease the burden of the crisis?
Important Links:
Chessman Wealth Website: https://www.chessmanwealth.com
Call: 214-572-2120
Thursday May 07, 2020
Ep 17: Coronavirus Market Update
Thursday May 07, 2020
Thursday May 07, 2020
Time for an update on where we stand with the markets, the economy, and retirement planning as it relates to the Coronavirus pandemic.
Important Links:
Chessman Wealth Website: https://www.chessmanwealth.com
Call: 214-572-2120
Thursday Apr 02, 2020
Ep 16: 5 Ways To Take Advantage Of A Down Market
Thursday Apr 02, 2020
Thursday Apr 02, 2020
On our last episode, we talked about the impact that the Coronavirus had on the market. Many people feel worried and anxious when they see the market go in the red, but there are other who see it as an opportunity. Wade will tell us 5 ways we can potentially take advantage of a down market.
Important Links:
Chessman Wealth Website: https://www.chessmanwealth.com
Call: 214-572-2120
Thursday Mar 26, 2020
Ep 15: Face Market Uncertainty With Guided Confidence
Thursday Mar 26, 2020
Thursday Mar 26, 2020
The Coronavirus (COVID-19) is having a dramatic impact on our daily lives and many people are taking a huge financial hit from lost wages, a volatile stock market, and general economic uncertainty. Wade will give his opinion on the current situation and why it is so imperative to have a solid financial plan in place.
Important Links:
Chessman Wealth Website: https://www.chessmanwealth.com
Call: 214-572-2120