34 episodes

Financial and retirement guidance from Certified Financial Planner Wade Chessman of Chessman Wealth Strategies in the Dallas, Texas area.

The Money Knight Wade Chessman

    • Investing
    • 5.0 • 1 Rating

Financial and retirement guidance from Certified Financial Planner Wade Chessman of Chessman Wealth Strategies in the Dallas, Texas area.

    Ep 33: Things Nobody Says

    Ep 33: Things Nobody Says

    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.comCall: 214-572-2120

    • 17 min
    Ep 32: A 5 Question Retirement Preparedness Quiz

    Ep 32: A 5 Question Retirement Preparedness Quiz

    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.comCall: 214-572-2120

    • 17 min
    Ep 31: Is Diversification for Suckers?

    Ep 31: Is Diversification for Suckers?

    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 these seemingly different ideas both be right?Important Links:Chessman Wealth Website: https://www.chessmanwealth.comCall: 214-572-2120

    • 15 min
    Ep 30: The Transition To Owning Your Own Business - A Chat With Dave Parkin

    Ep 30: The Transition To Owning Your Own Business - A Chat With Dave Parkin

    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 entrepreneur.Important Links:Chessman Wealth Website: https://www.chessmanwealth.comCall: 214-572-2120

    • 15 min
    Ep 29: Addressing Specific Retirement Concerns Of Baby Boomers

    Ep 29: Addressing Specific Retirement Concerns Of Baby Boomers

    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.comCall: 214-572-2120

    • 19 min
    Ep 28: Eye Opening Stats Showing How Americans Save

    Ep 28: Eye Opening Stats Showing How Americans Save

    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 behaviors of Americans.Important Links:Vanguard Article: https://institutional.vanguard.com/ngiam/assets/pdf/has/how-america-saves-report-2020.pdfChessman Wealth Website: https://www.chessmanwealth.comCall: 214-572-2120

    • 20 min

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