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
Ep 74: Smarter Giving at Compassion International with Jim Kirk
Ep 73: How Procrastination Negatively Affects Your Financial Future
Ep 72: Why I Went Independent
Ep 71: Getting Through A Bear Market
Ep 70: Why Retirement Planning Ain’t What It Used to Be
Ep 69: Picking Sides in Important Financial Debates (Part 2)
Ep 68: Picking Sides in Important Financial Debates (Part 1)
Ep 67: Secret to Retirement Success - Get Out of Your Own Way
Ep 66: Counting Down the Days to Financial Independence
Ep 65: The Most Important Birthdays in Retirement Planning
Ep 64: Clearing Up the Financial Jargon
Ep 63: When Guessing At Retirement’s Most Important Questions Goes Wrong
Ep 62: Murky Issues that Make Retirement Planning Harder
Ep 61: What is the Smart Generations Program?
Ep 60: Changes That Will Impact Financial Planning in 2022
Ep 59: Planning for the Things We Can’t Predict
Ep 57: What Is a Fiduciary?
Ep 56: How Are Social Security Benefits Calculated
Ep 55: Advisors that Drop the Ball
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