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....more
Wade Chessman
All Episodes (112)
From new to old
From new to old
-
1. Are You Reviewing Your Estate Plan?
Apr 25,2024 12:12 -
2. Utilizing a Backdoor Roth IRA
Apr 11,2024 13:01 -
3. How One Overlooked Issue Can Sink Your Retirement
Mar 21,2024 15:05 -
4. Retirement Planning Is Different For Women: Here’s Why
Mar 07,2024 19:28 -
5. Utilizing QCDs for Your IRA Withdrawal Strategy
Feb 22,2024 08:28 -
6. Are Safe Investments Providing Big Enough Returns?
Feb 08,2024 14:02 -
7. How Christians Can Reduce Taxes & Make Smart Choices with Their Money
Jan 25,2024 10:07 -
8. Why a Health Savings Account Can Be a Powerful Tool
Jan 11,2024 18:29 -
9. Different Ways to Give Beyond Cash
Dec 21,2023 09:45 -
10. End of Year Financial Planning For 2023
Dec 07,2023 15:33 -
11. Do You Need Umbrella Insurance?
Nov 16,2023 10:32 -
12. Retirement Planning for High-Net-Worth Individuals
Nov 02,2023 19:09 -
13. Understanding Sequence of Returns Risk
Oct 12,2023 13:31 -
15. 7 Financial Strategies for Single Women
Sep 21,2023 22:58 -
16. The 5 Money Temptations to Flee From
Sep 07,2023 11:49 -
17. Building An Estate Plan With No Regrets
Aug 17,2023 23:09 -
18. Bad Money Habits Could Spoil Your Retirement Party
Aug 03,2023 14:44 -
19. Rethinking Longevity in Retirement Planning
Jul 20,2023 12:29 -
20. 10 Biggest Money Mistakes In Retirement Planning
Jun 29,2023 14:35 -
21. Dismantling the Top Social Security Myths of 2023
Jun 15,2023 18:37 -
22. Building a Spending Plan with the FaithFi App
Jun 01,2023 18:20 -
23. Ep 89: Estate Planning Vs. Wealth Transfer
May 18,2023 13:56 -
27. Ep 85: Four Ways The SECURE Act 2.0 Might Impact You
Mar 16,2023 20:54 -
28. Ep 84: Reaching Financial Contentment with Ron Blue
Mar 02,2023 25:34 -
29. Ep 83: At the Intersection of Faith & Finance with Rob West
Feb 16,2023 21:53 -
30. Ep 82: How Bonds Work - What Retirees Need To Know
Feb 02,2023 17:53 -
31. Ep 81: Contribution Limit Changes for 2023
Jan 19,2023 16:16 -
32. Ep 80: Making Smart Decisions During Major Life Events
Jan 05,2023 17:48 -
33. Ep 79: 5 Common Questions People Asked When Forced Into Retirement
Dec 15,2022 15:13 -
34. Ep 78: Warning Signs - How to Spot Problems in Your Financial Life
Dec 01,2022 15:24 -
35. Ep 77: Tools to Help You Budget Better
Nov 17,2022 17:03 -
36. Ep 76: Going Against the Grain
Nov 03,2022 18:19 -
37. Ep 75: Smart Choices Wealth Management Solution
Oct 20,2022 09:58 -
38. Ep 74: Smarter Giving at Compassion International with Jim Kirk
Oct 06,2022 19:57 -
39. Ep 73: How Procrastination Negatively Affects Your Financial Future
Sep 15,2022 17:08 -
40. Ep 72: Why I Went Independent
Sep 01,2022 15:48 -
41. Ep 71: Getting Through A Bear Market
Aug 18,2022 15:37 -
42. Ep 70: Why Retirement Planning Ain’t What It Used to Be
Aug 04,2022 17:35 -
43. Ep 69: Picking Sides in Important Financial Debates (Part 2)
Jul 21,2022 12:57 -
44. Ep 68: Picking Sides in Important Financial Debates (Part 1)
Jul 07,2022 14:10 -
45. Ep 67: Secret to Retirement Success - Get Out of Your Own Way
Jun 16,2022 13:45 -
46. Ep 66: Counting Down the Days to Financial Independence
Jun 02,2022 14:07 -
47. Ep 65: The Most Important Birthdays in Retirement Planning
May 19,2022 16:33 -
48. Ep 64: Clearing Up the Financial Jargon
May 06,2022 20:38 -
50. Ep 62: Murky Issues that Make Retirement Planning Harder
Apr 07,2022 19:50 -
51. Ep 61: What is the Smart Generations Program?
Mar 17,2022 11:37 -
52. Ep 60: Changes That Will Impact Financial Planning in 2022
Mar 03,2022 12:08 -
53. Ep 59: Planning for the Things We Can’t Predict
Feb 17,2022 14:41 -
54. Ep 58: The Chessman Distinctives
Feb 03,2022 12:57 -
55. Ep 57: What Is a Fiduciary?
Jan 06,2022 15:23 -
56. Ep 56: How Are Social Security Benefits Calculated
Dec 16,2021 14:10 -
57. Ep 55: Advisors that Drop the Ball
Dec 02,2021 12:13 -
58. Ep 54: Tax Planning Strategies
Nov 18,2021 18:22 -
59. Ep 53: Why Core Values Matter with Jim Fite
Nov 04,2021 31:57 -
60. Ep 52: Who Will Inherit The Mess?
Oct 21,2021 10:43 -
61. Ep 51: Financial Mistakes Couples Should Avoid
Oct 07,2021 16:33 -
62. Ep 50: 5 Things You Need to Know About Decumulation and Retirement
Sep 16,2021 22:08 -
63. Ep 49: What Makes Your Advisor Tick
Sep 02,2021 18:19 -
64. Ep 48: Transforming Lives One Step At A Time with Wayne Walker
Aug 19,2021 29:13 -
65. Ep 47: Helping School Districts & Ministries with Wes McDaniel
Aug 05,2021 20:50 -
66. Ep 46: Do Retirees Really Need Life Insurance?
Jul 15,2021 15:04 -
67. Ep 45: What is Tax Diversification?
Jul 01,2021 17:06 -
69. Ep 43: Retirement Planning for Business Owners
Jun 03,2021 09:53 -
70. Ep 42: Building Your Plan with Jud Mackrill
May 20,2021 26:46 -
71. Ep 41: Financial Double-Edged Sword
May 06,2021 12:54 -
72. Ep 40: Common Tax Planning Questions With Sean Phillips
Apr 26,2021 15:27 -
73. Ep 39: Financial Fact Or Fiction
Apr 19,2021 16:47 -
74. Ep 38: Are You Flirting With Disaster
Apr 08,2021 15:18 -
75. Ep 37: Providing True Value To Your Clients With Ralph Pence
Mar 04,2021 23:12 -
76. Ep 36: Success Is A Team Effort With Ron Carson
Mar 02,2021 31:41 -
78. Ep 34: Helping Businesses Implement Their Vision With Jeff Whittle
Feb 04,2021 31:50 -
80. Ep 32: A 5 Question Retirement Preparedness Quiz
Dec 23,2020 17:45 -
81. Ep 31: Is Diversification for Suckers?
Dec 17,2020 15:22 -
83. Ep 29: Addressing Specific Retirement Concerns Of Baby Boomers
Nov 05,2020 19:38 -
84. Ep 28: Eye Opening Stats Showing How Americans Save
Oct 15,2020 20:37 -
85. Ep 27: Donor Advised Funds With Ben Bell
Oct 01,2020 16:57 -
86. Ep 26: Let’s Put Your IRA Under Some Scrutiny
Sep 17,2020 14:33 -
87. Ep 25: Financial Issues Particularly Challenging For Women
Sep 03,2020 17:23 -
88. Ep 24: Retirement Ready: Are You Clinging To False Hope?
Aug 20,2020 15:03 -
90. Ep 22: What Is A Certified Kingdom Advisor?
Aug 06,2020 11:27 -
91. Ep 21: Investing Like A Genius
Jul 02,2020 16:57 -
93. Ep 19: Hidden Gems In Your Retirement Plan
Jun 11,2020 18:09 -
96. Ep 16: 5 Ways To Take Advantage Of A Down Market
Apr 02,2020 14:58 -
97. Ep 15: Face Market Uncertainty With Guided Confidence
Mar 26,2020 17:03 -
98. Ep 14: Everything You Need To Know About Roth Conversions
Mar 19,2020 18:19 -
99. Ep 13: How To Account For Emotions In Your Financial Plan
Mar 12,2020 14:58 -
100. Ep 12: What You Need to Know About The SECURE Act
Mar 05,2020 14:44 -
101. Ep 11: Is 'Cash' Good or Bad
Feb 25,2020 16:50 -
102. Ep 10: Managing Debt and Retirement Planning
Feb 20,2020 00:00 -
104. Ep 8: Avoiding Critical Estate Planning Mistakes
Dec 19,2019 17:33 -
105. Ep 7: Sabotaging Your Own Retirement
Dec 05,2019 16:59 -
106. Ep 6: It's Good To Have Awkward Conversations
Nov 21,2019 19:13 -
107. Ep 5: Retirement Constants That Affect Everyone
Nov 07,2019 17:16 -
108. Ep 4: What Will The Next Market Crash Look Like?
Oct 17,2019 15:29 -
109. Ep 3: Even Responsible Savers Make Mistakes
Oct 10,2019 14:16 -
110. Ep 2 Busting The Biggest Financial Myths
Sep 19,2019 15:28 -
111. Ep 1: 3rd & 4th Quarter Planning To-Do List
Sep 01,2019 13:03 -
112. Ep 0: Getting To Know Wade Chessman & The New Podcast
Aug 28,2019 12:23
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.
Comments (0)
0/500
New Comments(0)
What do you think of this podcast?