Listen in as we kick off the new year with a focus on an essential aspect of financial planning: understanding taxes. Wade wrote a book called Saved: How Christians Can Reduce Taxes and Make Smart Choices with Their Money and this episode we’ll tell you more about it and what you can learn from the book.
Today’s show sheds light on the fine line between tax planning and tax preparation, ensuring you're equipped to optimize your finances and honor your values without overpaying Uncle Sam. Our mission is to help you make smart choices about your money so you can worry less, enjoy life more and ultimately become a better steward of the resources God has provided. One of the top ways you can do that is to be real wise about taxes, and we’ll discuss how we help you do that in this episode.
If you’d like to get a copy of the book, email us at wade@chessmanwealth.com and we’ll get a copy over to you.
Here’s some of what we discuss in this episode:
Get in touch with Chessman Wealth: https://www.chessmanwealth.com/
The opinions voiced in The Money Knight podcast with Wade Chessman of Chessman Wealth Strategies are for general information only and are not intended to provide specific advice or recommendations for any individual. Past performance is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Investing involves risk, including possible loss of principal. No strategy assures success or protects against loss. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing.
Investment advisory services offered through CWM, LLC, an Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.
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
Ep 34: Helping Businesses Implement Their Vision With Jeff Whittle
Ep 33: Things Nobody Says
Create your
podcast in
minutes
It is Free
The Commercial Edge: Unleash the Power of People
The emPOWERed Half Hour
U.S Property Podcast
Aligned Money Show
Dubai Property Podcast
The Ramsey Show
The Clark Howard Podcast