The Money Knight

Most people like to think that they always make decisions based on logic and facts, but the truth is that emotions usually play a role for all of us in the decision-making process… Important Links: Chessman Wealth Website:  https://www.chessmanwealth.com Call: 214-572-2120

After it simmered in Congress for a year, the SECURE Act is now law. If you have a retirement account of any kind, or will one day inherit a retirement account, this will affect you. Important Links: Chessman Wealth Website:  https://www.chessmanwealth.com Call: 214-572-2120

Of course, we all want a healthy bank account. Having a good amount of dollars within easy grasp is helpful in the case of emergencies or for medium-sized purchases where you don’t want to have to liquidate assets. But is it counterproductive to have too much cash on hand? We’ll explore that idea and other pressing questions about the role that cash plays in financial and retirement planning. Impo...

Do you believe you need to be completely debt free to retire successfully? Or are you OK carrying some balances beyond your working years? There are many opinions about the best way to handle debt and retirement planning, so we’ll tackle them all on today’s show. Important Links: Chessman Wealth Website:  https://www.chessmanwealth.com Call: 214-572-2120

There is no doubt that the passing of a spouse is one of the most difficult life events to get through. When this does happen, you will want to focus on grieving for your loved one and finances are the last thing you will want to worry about. Today's episode focuses on getting a plan in place before this traumatic life event happen. Important Links: Chessman Wealth Website:  https://www.chessmanwe...

There are some people who don’t care at all about leaving a financial legacy, but for those who do, it’s important to eliminate some of the common estate planning mistakes. Important Links: Chessman Wealth Website:  https://www.chessmanwealth.com Call: 214-572-2120

With all of the things in the financial world that you can’t control, why would you sabotage your own retirement by messing up the things you can control? Let’s discuss some ways that people sabotage their own financial health. Important Links: Chessman Wealth Website:  https://www.chessmanwealth.com Call: 214-572-2120

Sometimes being a good financial advisor means having uncomfortable conversations. We’ll take a look at how advisors should help clients navigate various tricky situations. If you’re going to be working with a financial advisor, make sure they’re pushing you to address these kinds of topics. Important Links: Chessman Wealth Website:  https://www.chessmanwealth.com Call: 214-572-2120

While there are some factors that are different for everyone in retirement planning (variables), there are also constants that affect everyone, no matter the specifics of your situation. How do we plan around these constants? Important Links: Chessman Wealth Website:  https://www.chessmanwealth.com Call: 214-572-2120

Some people think we’re on the cusp of the next stock market crash. Others predict that we’re just due for a minor correction. And another camp thinks we’ll continue an upward trend. We don’t know who is right or when any of those options will occur. But let’s talk about what the next market crash might look like, even if we don’t know when it will come. Important Links: Chessman Wealth Website: ...

Even for people who have been very responsible with their money over the years, entering retirement can still be a challenge because it’s such a different stage of life. Let’s talk about some of the missteps that even responsible savers can make… Important Links: Chessman Wealth Website:  https://www.chessmanwealth.com Call: 214-572-2120

Today’s episode is simple. We’ll look at some of the most widely believed financial myths and try to bust them wide open. The scary thing is that a lot of people base their financial plans on some of these myths. Don’t be like that. Important Links: Chessman Wealth Website:  https://www.chessmanwealth.com Call: 214-572-2120

As we get into the 2nd half of 2019, there are several planning items you might want to run a quick checkup on, especially if you’re a retiree, or pre-retiree, to make sure you’re still on the right financial track. Are you focusing on the right things? Listen to today’s podcast to find out. Important Links: Chessman Wealth Website:  https://www.chessmanwealth.com Call: 214-572-2120

Before we launch the first official episode of The Money Knight Podcast with Wade Chessman, we wanted to introduce you to the show and the people. In This “Getting To Know You” episode, we’ll learn more about Wade, his business and the future of the podcast. Important Links: Chessman Wealth Website:  https://www.chessmanwealth.com Call: 214-572-2120