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, Chessman Wealth, has a lot more resources with the personal touch of an independent firm. On today’s episode, we’ll discuss the planning process we take, starting as a new client, and answer a couple of mailbag questions.
What we discuss on this episode:
0:45 – How’s it going?
1:56 – Certified Kingdom Advisor
3:18 – Aligning your faith
3:56 – Carson Group
5:21 – The planning process
6:42 – The first meeting
8:16 – Mailbag: “How much is too much company stock?”
10:05 – Mailbag: “I’m 56, I want to retire early, what can I do?”
More Resources:
Risk Survey: https://www.chessmanwealth.com/#survey-section
Retirement Planning Quiz: https://www.chessmanwealth.com/retirement-planning-quiz/
Important Links:
Chessman Wealth Website: https://www.chessmanwealth.com
Call: 214-572-2120
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Dismantling the Top Social Security Myths of 2023
Building a Spending Plan with the FaithFi App
Ep 89: Estate Planning Vs. Wealth Transfer
Ep 88: Fore Your Retirement - What Golf Teaches Us About Financial Planning
Ep 87: The Chessman Sponsorship Launch featuring Keyla Hernandez of Compassion International
Ep 86: Five Beneficiary Mistakes - Are You Accidentally Spoiling Your Retirement Plan?
Ep 85: Four Ways The SECURE Act 2.0 Might Impact You
Ep 84: Reaching Financial Contentment with Ron Blue
Ep 83: At the Intersection of Faith & Finance with Rob West
Ep 82: How Bonds Work - What Retirees Need To Know
Ep 81: Contribution Limit Changes for 2023
Ep 80: Making Smart Decisions During Major Life Events
Ep 79: 5 Common Questions People Asked When Forced Into Retirement
Ep 78: Warning Signs - How to Spot Problems in Your Financial Life
Ep 77: Tools to Help You Budget Better
Ep 76: Going Against the Grain
Ep 75: Smart Choices Wealth Management Solution
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