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The Money Knight

The Money Knight

De : Wade Chessman
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Financial and retirement guidance from CERTIFIED FINANCIAL PLANNER™ professional Wade Chessman, President, Wealth Advisor of Chessman Wealth Strategies in the Dallas, Texas area. Wade is the author of Giving Transforms You and hosts this podcast to help you better prepare for your financial future and to retire with financial confidence. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. 7557 Rambler Road, Suite 1010, Dallas, TX 75231. 214-572-2120.Copyright Wade Chessman Economie Finances privées Politique et gouvernement
Épisodes
  • How Much Should You Actually Care About Your Net Worth?
    Oct 15 2026

    📞✨ Get in touch with Chessman Wealth: https://www.chessmanwealth.com/

    Net worth is one of the most common ways people measure financial progress, but it does not tell the whole story. Two people can have nearly identical net worth numbers and still be in completely different positions when it comes to retirement.

    In this episode, Wade explains how to calculate net worth, why age-based comparisons can be misleading, the difference between total and investable net worth, and why your financial worth should never become your measure of self-worth.

    For this week’s Kingdom Minute, we will explore what the Bible tells us about net worth versus self-worth.

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

    💰 Know the Formula: Assets minus liabilities equals net worth

    📊 Comparisons Can Mislead: Average and median figures tell different stories

    🏠 Not All Wealth Is Liquid: Home and business equity may not fund retirement

    💵 Income Matters: Pensions and Social Security can add tremendous value

    🙏 Net Worth ≠ Self-Worth: Money should never define personal value

    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.

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    17 min
  • Is It Time to Upgrade Your Financial Advisor?
    Oct 1 2026

    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.

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    13 min
  • Is the State of Texas Holding Money That Belongs to You?
    Sep 17 2026

    📞✨ Get in touch with Chessman Wealth: https://www.chessmanwealth.com/

    The state of Texas is holding billions of dollars in unclaimed property, and some of it could belong to you or someone in your family. In this episode, Wade explains how money ends up in the state’s hands and what the claims process looks like if you find your name. He also shares why checking periodically can be a smart financial housekeeping habit.

    For this week’s Kingdom Minute, Wade wrestles with the tension of generosity and how Christians can be both compassionate and wise when approached for help. Drawing on insights from Wayne Walker of OurCalling, he explains why kindness, honesty, and supporting effective homeless ministries often do more long-term good than handing out cash.

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

    🏦 Missing Assets: How old accounts, checks, deposits, and other funds become unclaimed

    🔎 Finding Money: Using ClaimItTexas.gov to search for yourself, relatives, and businesses

    📄 Filing Claims: What documentation may be needed to prove the money belongs to you

    👨‍👩‍👧 Family Claims: How heirs may be able to recover property belonging to someone who died

    🤝 Wise Generosity: Why helping through trusted organizations may sometimes have greater long-term impact

    Texas Unclaimed Property: www.ClaimItTexas.gov

    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.

    Generally, a donor advised fund is a separately identified fund or account that is maintained and operated by a section 501(c)(3) organization, which is called a sponsoring organization. Each account is composed of contributions made by individual donors. Once the donor makes the contribution, the organization has legal control over it. However, the donor, or the donor’s representative, retains advisory privileges with respect to the distribution of funds and the investment of assets in the account. Donors take a tax deduction for all contributions at the time they are made, even though the money may not be dispersed to a charity until much later.

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    16 min
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