A financial advisor may have been a great fit 20 years ago—but that does not automatically mean the relationship still matches your needs today. As retirement approaches and taxes, income planning, estate issues, charitable giving, inheritances, or business decisions become more complicated, the kind of advice you need can change too.

In this episode, Wade Chessman shares several questions to help evaluate an existing advisory relationship, explains what a second opinion can look like, and discusses when changing advisors may—and may not—make sense.

Here’s some of what we discuss in this episode:

🤝 Relationships Matter: Loyalty alone shouldn’t drive the decision

📈 Needs Can Change: Financial complexity often grows over time

🧩 Look Beyond Investments: Comprehensive planning should cover more than performance

💬 Ask Better Questions: Evaluate service, proactivity, fees, and fit

🔍 Get a Second Opinion: A fresh review can confirm or challenge your current direction

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.