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 14: Everything You Need To Know About Roth Conversions
Ep 13: How To Account For Emotions In Your Financial Plan
Ep 12: What You Need to Know About The SECURE Act
Ep 11: Is 'Cash' Good or Bad
Ep 10: Managing Debt and Retirement Planning
Ep 9: Attending to Your Financial Well-Being After Your Spouse Passes
Ep 8: Avoiding Critical Estate Planning Mistakes
Ep 7: Sabotaging Your Own Retirement
Ep 6: It's Good To Have Awkward Conversations
Ep 5: Retirement Constants That Affect Everyone
Ep 4: What Will The Next Market Crash Look Like?
Ep 3: Even Responsible Savers Make Mistakes
Ep 2 Busting The Biggest Financial Myths
Ep 1: 3rd & 4th Quarter Planning To-Do List
Ep 0: Getting To Know Wade Chessman & The New Podcast
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