The Money Knight

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

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: ht...

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 Web...

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-...

Today we sit down and interview Jeff Whittle, who is a Certified Implementer of the Entrepreneurial Operating System. His practice is dedicated to helping entrepreneurs and owners build a better business. Jeff talks to us today about the companies need to think about when improving upon their business and his philosophy behind what he does. Important Links: Jeff's Email: jwhittle@whittleandpartner...

You’ve probably never heard anyone make these statements that we’ll provide on today’s episode. And there are some great reasons why. Important Links: Chessman Wealth Website:  https://www.chessmanwealth.com Call: 214-572-2120

Want to grade your preparedness for retirement? Here are five key questions you need to ask yourself. Your answers will help determine how ready you are for retirement. Important Links: Chessman Wealth Website:  https://www.chessmanwealth.com Call: 214-572-2120

If you look up quotes about diversification from famous investors, you might come across one from renowned investor Warren Buffet that will certainly raise your eyebrows. It goes, “Diversification is protection against ignorance. It makes little sense if you know what you are doing.” Yet, we’ve always heard about diversification being one of the keys to success for retirement planning. How can the...

Dave Parkin founded Connect Structural Engineering in 1999. They have been in business for over 20 years and the vast majority of their clients are architects. But before 1999, Dave was working under others and had an inclination that he eventually wanted to run his own business. Wade talks to Dave on how he worked through this transition and the ups and downs that go along with being an entrepren...

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

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 behavi...

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: bbel...

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

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

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

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 spou...

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

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

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

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.chessma...

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

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

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

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: 2...

The idea of a Roth conversion is intriguing to a lot of people, and for some people it can be a great strategy to enact. Let’s explore the concept… Important Links: Chessman Wealth Website:  https://www.chessmanwealth.com Call: 214-572-2120