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 54: Tax Planning Strategies
Ep 53: Why Core Values Matter with Jim Fite
Ep 52: Who Will Inherit The Mess?
Ep 51: Financial Mistakes Couples Should Avoid
Ep 50: 5 Things You Need to Know About Decumulation and Retirement
Ep 49: What Makes Your Advisor Tick
Ep 48: Transforming Lives One Step At A Time with Wayne Walker
Ep 47: Helping School Districts & Ministries with Wes McDaniel
Ep 46: Do Retirees Really Need Life Insurance?
Ep 45: What is Tax Diversification?
Ep 44: Building a Successful Consulting Business with Guest Jeff Wilson
Ep 43: Retirement Planning for Business Owners
Ep 42: Building Your Plan with Jud Mackrill
Ep 41: Financial Double-Edged Sword
Ep 40: Common Tax Planning Questions With Sean Phillips
Ep 39: Financial Fact Or Fiction
Ep 38: Are You Flirting With Disaster
Ep 37: Providing True Value To Your Clients With Ralph Pence
Ep 36: Success Is A Team Effort With Ron Carson
Ep 35: Good News & Bad News: Why The Good Doesn’t Always Offset The Bad
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