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 34: Helping Businesses Implement Their Vision With Jeff Whittle
Ep 33: Things Nobody Says
Ep 32: A 5 Question Retirement Preparedness Quiz
Ep 31: Is Diversification for Suckers?
Ep 30: The Transition To Owning Your Own Business - A Chat With Dave Parkin
Ep 29: Addressing Specific Retirement Concerns Of Baby Boomers
Ep 28: Eye Opening Stats Showing How Americans Save
Ep 27: Donor Advised Funds With Ben Bell
Ep 26: Let’s Put Your IRA Under Some Scrutiny
Ep 25: Financial Issues Particularly Challenging For Women
Ep 24: Retirement Ready: Are You Clinging To False Hope?
Ep 23: The Difficulty Of Financial Planning After The Death Of A Spouse
Ep 22: What Is A Certified Kingdom Advisor?
Ep 21: Investing Like A Genius
Ep 20: How To Avoid Critical Retirement Planning Mistakes
Ep 19: Hidden Gems In Your Retirement Plan
Ep 18: Should You Tap Your Retirement Accounts To Make It Through The Crisis?
Ep 17: Coronavirus Market Update
Ep 16: 5 Ways To Take Advantage Of A Down Market
Ep 15: Face Market Uncertainty With Guided Confidence
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