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.
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Episodes
Thursday Jun 17, 2021
Thursday Jun 17, 2021
Today we speak with Jeff Wilson, Founder and CEO at Saxony Partners, someone Wade has known for more than 20 years. Wilson and his team at Saxony Partners have built a successful management and digital consulting firm through hard work and consistency. Find out his keys for starting a business, the highs and lows along the way, and how COVID created the toughest year yet.
What we discuss on this episode:
1:05 – Background on Saxony Partners
4:49 – Jeff’s career before Saxony
12:18 – Low moments during building the business
14:57 – Best moments he’s had
18:14 – Advice he’d give business owners
19:36 – Advice he’d give younger self
21:21 – How to connect with Jeff
Important Links:
Chessman Wealth Website: https://www.chessmanwealth.com
Call: 214-572-2120
Thursday Jun 03, 2021
Thursday Jun 03, 2021
Business owners may be particularly vulnerable to some misconceptions and false assumptions about their retirement. Let’s address a few of these issues on today’s show.
Important Links:
Chessman Wealth Website: https://www.chessmanwealth.com
Call: 214-572-2120
Thursday May 20, 2021
Thursday May 20, 2021
Wade invites in long-time friend and the CEO Mile Marker, Jud Mackrill. They discuss how business owners need to build a plan and identity that both they and their workers can understand and buy into. They also discuss other common mistakes they see by business owners just starting out, and how Jud has grown as a business owner to his current position today.
Important Links:
Chessman Wealth Website: https://www.chessmanwealth.com
Call: 214-572-2120
Thursday May 06, 2021
Thursday May 06, 2021
Many financial circumstances that you’ll find yourself in have both positive and negative aspects. Decisions that you can make have both good and bad consequences. Or as Sir Isaac Newton put it: ”For every action, there is an equal and opposite reaction.”
Important Links:
Chessman Wealth Website: https://www.chessmanwealth.com
Call: 214-572-2120
Monday Apr 26, 2021
Monday Apr 26, 2021
We invite a special guest from the Chessman Wealth office, Sean Phillips. Sean is the Vice President of Wealth Management and Wealth Advisor with a speciality in tax planning. We thought this would be a great time to have him on the show as you get ready to file your 2020 taxes. We cover some of the changes you need to be aware of and answer some common tax questions.
Important Links:
More Info About Sean: https://bit.ly/3sysJgL
Chessman Wealth Website: https://www.chessmanwealth.com
Call: 214-572-2120
Monday Apr 19, 2021
Monday Apr 19, 2021
Sometimes the easiest way to learn about something is make it really simple. Like some of the first true/false tests you might have taken in school, let’s play a round of fact or fiction to test your financial planning acuity.
Important Links:
Chessman Wealth Website: https://www.chessmanwealth.com
Call: 214-572-2120
Thursday Apr 08, 2021
Thursday Apr 08, 2021
There’s no doubt that the world around us is chaotic and messy. However, this should not translate to your finances. Let’s talk about some of the areas of your financial life where you might be flirting with disaster and don’t even know it.
Important Links:
Chessman Wealth Website: https://www.chessmanwealth.com
Call: 214-572-2120
Thursday Mar 04, 2021
Thursday Mar 04, 2021
Ralph Pence is the founder and owner of Advisor Resource Company. His company provides advisors with unbiased information and advice regarding life insurance products, so that they can better serve their clients. We talk to Ralph today about the reasons why he wanted to start his own business, the growing pains of moving from the corporate world, and much more.
Important Links:
Ralph's Website: https://advisors-resource.com/about-us/
Ralph's Phone Number: 972-338-9655 Ext. 101
Chessman Wealth Website: https://www.chessmanwealth.com
Call: 214-572-2120
Tuesday Mar 02, 2021
Tuesday Mar 02, 2021
On today's show, we chat with Ron Carson. Ron is the founder and CEO of the Carson Group. His business not only focuses on helping families plan for their retirement, but they also coach other advisors and help them improve on their business as well. Ron discusses why he initially got in the financial services industry and why working with a team helped him find success.
Important Links:
Ron's Website: https://bit.ly/30iO0iV
Chessman Wealth Website: https://www.chessmanwealth.com
Call: 214-572-2120
Thursday Feb 11, 2021
Thursday Feb 11, 2021
No one likes to deliver bad news. That’s why we often follow it up with the good news. Sometimes the good news makes up for the bad news. But other times it falls short. Let’s look at some situations in life where retirees are often given bad news during a financial review and evaluate if the good news offsets it.
Important Links:
Chessman Wealth Website: https://www.chessmanwealth.com
Call: 214-572-2120