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The Money Knight

Business & Economics Podcasts

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.

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.

Location:

United States

Description:

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.

Language:

English


Episodes

Ep 74: Smarter Giving at Compassion International with Jim Kirk

10/6/2022
If you have listened to our podcast before, you know we are advocates of giving. Today we have Jim Kirk with us. We will talk about an organization we have been supporting and show you how you can give smarter. Compassion International is an organization that allows you to sponsor children globally experiencing poverty. Giving through compassion can be as simple as a small monthly donation. We would like to focus on how you can contribute assets to charity to serve them more effectively...

Ep 73: How Procrastination Negatively Affects Your Financial Future

9/15/2022
We’re all guilty of putting off things longer than we should, but doing it with your money could create some serious problems. People have many reasons for procrastinating when it comes to putting a retirement plan together. Let’s explore some of those excuses and why they can be dangerous, and talk about how to overcome them. Here’s some of what you’ll learn on this episode: For more, visit us online: https://www.chessmanwealth.com/

Duration:00:17:09

Ep 72: Why I Went Independent

9/1/2022
Chessman Wealth Strategies began back in 2004 when Wade Chessman left a large national firm to go independent. There were a few different reasons for the move, but it ultimately came down to the inability to serve clients in the way we felt was in their best interest. So nearly 20 years later, we’ll take a look back on how Wade started in the financial services industry, the issues he quickly discovered, and the benefits of now being able to work independently. Here’s some of what you’ll...

Duration:00:15:34

Ep 71: Getting Through A Bear Market

8/18/2022
It’s no secret the stock market is in turmoil. We’re in a bear market and the R-word (recession) is getting thrown around daily. So, what can you do to survive bear markets like the one we’re in now? We’ll discuss some things you should keep in mind as you navigate through this down period. Here’s some of what you’ll learn on this episode: Make sure you work with a financial professional to help you evaluate your investments, manage your risk, and make sure you’re properly...

Duration:00:15:37

Ep 70: Why Retirement Planning Ain’t What It Used to Be

8/4/2022
In some ways, retirement planning was easier for past generations. Let’s explore how a good financial advisor helps people overcome the additional challenges of today. Our parents and grandparents may not have had to face these things, so just relying on the experiences of family members might not be enough to help us achieve our own financial success. Here’s some of what you’ll learn on this episode: If you haven’t taken a serious look at your plan and addressed these changes to...

Duration:00:17:35

Ep 69: Picking Sides in Important Financial Debates (Part 2)

7/21/2022
On this episode, we’ll try to pick sides of some important financial debates. From bonds to life insurance, credit card debt to starting Social Security, we’ll propose several different topics to see which sides of the debates you and your advisor should probably fall on. This is the second part of the discussion and it wraps up the debate on four more topics that we work on all the time. Plus, this week’s Kingdom Minute talks about defining wealth and the idea of being rich. Here's what...

Duration:00:12:57

Ep 68: Picking Sides in Important Financial Debates (Part 1)

7/7/2022
On this episode, we’ll try to pick sides of some important financial debates. From bonds to life insurance, credit card debt to starting Social Security, we’ll propose several different topics to see which sides of the debates you and your advisor should probably fall on. Since there’s a lot to discuss, we’re going to break up this conversation into two parts. Join us as we weigh in on this first group of financial topics and we’ll also discuss the dangers of wealth on this week’s Kingdom...

Duration:00:14:10

Ep 67: Secret to Retirement Success - Get Out of Your Own Way

6/16/2022
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 –...

Duration:00:13:45

Ep 66: Counting Down the Days to Financial Independence

6/2/2022
The goal for everyone we work with is to reach that day where you become financially independent. It opens up a world of opportunity to do what you want and what you love. Before you get there, however, you want to make sure everything is in order. Today we've put together a short checklist of the most important things you can do as you're counting down the days to financial independence. This is a nice mix of financial, lifestyle, and health items so jot them down and let's get to...

Duration:00:13:53

Ep 65: The Most Important Birthdays in Retirement Planning

5/19/2022
Getting older isn’t something all of us like to celebrate and birthdays lose a lot of the luster they had when we were younger, but that doesn’t mean there’s nothing to look forward to as you arrive at retirement. There are certain milestone ages that present new retirement planning opportunities that everyone needs to be aware of and ready for. On this episode, we’ll look at the most important birthdays as you approach retirement and cover the exact things you should be checking off your...

Duration:00:16:33

Ep 64: Clearing Up the Financial Jargon

5/6/2022
The financial industry is filled with all types of complicated terms, acronyms, and expressions, which can make it difficult to follow along when you’re reading or watching news on the markets. We want to take this episode and use it to clear up some of the jargon you’re likely hearing more often in our current environment of inflation and uncertainty. We won’t get into the weeds and bring you up to speed on things like P/E ratios. Instead, the hope is that you’ll be a little more...

Duration:00:20:38

Ep 63: When Guessing At Retirement’s Most Important Questions Goes Wrong

4/21/2022
Most people, when trying to plan their retirement, have to guess the answers to some important questions. It’s one of the reasons why you’re going to put yourself in a stronger position when you work with an experienced advisor that can use experience and data to provide you with answers. Today, we’ll talk about some of the questions that people are most commonly guessing at and tell you what might go wrong if you’re relying on the hope plan. What we discuss in this episode: 1:00 –...

Duration:00:17:05

Ep 62: Murky Issues that Make Retirement Planning Harder

4/7/2022
Retirement is looking a lot different today than for previous generations. On today’s episode, we’re going to break down a USA Today article that breaks down 3 murky issues that increase retirement planning’s degree of difficulty. Are these issues really that threatening? If you're concerned, what should you be doing to address them? Millions of Americans are unfortunately lacking the very basic knowledge they need to reach financial independence. The article explains only 26% of workers...

Duration:00:19:49

Ep 61: What is the Smart Generations Program?

3/17/2022
The Chessman Wealth Strategies approach has always been about helping clients and their families make smart decisions when it comes to money. That happens in every aspect of the planning process, including working with the children to ensure that they know what they need to about their parents’ estate. Today we want to explain the Smart Generations program in a little more detail and help make you aware of this opportunity we provide all of our clients. It’s not something everyone needs...

Duration:00:11:37

Ep 60: Changes That Will Impact Financial Planning in 2022

3/3/2022
The new year is always a good time to evaluate your plan and assess the areas where changes could impact your goals in 2022. Wade will take you through the biggest areas we’re watching at Chessman Wealth and what adjustments might need to be made to your financial plan moving forward. From inflation to taxes to Roth contributions, we’ll bring you up to speed on what’s new for 2022. What we discuss in this episode: 1:11 – Childcare Tax Credit incorrect statements 3:08 – Inflation 4:33 –...

Duration:00:12:08

Ep 59: Planning for the Things We Can’t Predict

2/17/2022
If we could predict everything in life, planning for retirement and the future would be a lot easier. We don’t know when the next stock market crash will take place, but we know it will happen at some point. You’ll want to make sure you have the right risk tolerance and implement strategies to protect your portfolio. What will healthcare costs look like in the future? We can assume they’ll be higher, but we don’t know by how much. It’s important to calculate this into your...

Duration:00:14:41

Ep 58: The Chessman Distinctives

2/3/2022
If you have listened to the show, you may have heard us point out a couple of these items that distinguish Wade’s business from others. We will go over these points in-depth on today’s show and discuss why they are notable. Wade and his colleague advisors are all Certified Kingdom Advisors, meaning they have additional training in biblical finance. We can help our clients live out their faith with their financial decisions. This is important to a lot of people. Part of the Carson Group,...

Duration:00:12:57

Ep 57: What Is a Fiduciary?

1/6/2022
You’ve probably heard the word fiduciary but what does it actually mean and what’s the importance of this title? A fiduciary has to put the needs of their clients before their own. They must operate with full transparency. Not all financial professionals are held to this standard, so it’s important to know whether your advisor is a fiduciary. On today’s episode, we’ll explore why it’s an important standard for you to consider when choosing a financial advisor. Wade will also answer two...

Duration:00:15:23

Ep 56: How Are Social Security Benefits Calculated

12/16/2021
Social security is one of the main pillars of retirement planning. However, many people do not realize how their benefit gets calculated. You need to have a plan when it comes to Social Security. Especially for a couple, maximizing your benefits is important. This can be a complicated topic, but we’ll discuss how they break up the percentages of your income and how inflation impacts these numbers on today’s show. Wade will also discuss the primary insurance amount and how you can track your...

Duration:00:14:10

Ep 55: Advisors that Drop the Ball

12/2/2021
We see a lot of people who aren’t getting the kind of advice and service from their financial advisor that they should be. So today, we will be discussing some general scenarios where your advisor may be dropping the ball. If your advisor is hyper-focusing on investments and not the details of your overall plan it may be time to rethink your relationship with them. They should be reviewing your taxes and how it plays into your overall retirement plan. An advisor should be transparent about...

Duration:00:12:13