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

You’ve spent decades saving, investing, and managing your money responsibly. So why would you suddenly need a financial advisor right before retirement? In this episode, Wade tackles that exact question from a listener who’s done well investing on their own but is hesitant to “turn everything over” to an advisor.

In this week’s Kingdom Minute, Wade explores Jesus’ command to “render unto Caesar” and what it teaches us about stewardship, ownership, and where our ultimate trust belongs.

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

💰 Why accumulating wealth and living off wealth require different skill sets

⚠️ The costly retirement mistakes that are harder to recover from

🧾 Tax planning, Social Security, Medicare & RMD complexities

🤝 Why working with an advisor doesn’t mean losing control

🏌️ Wade’s golf analogy for how one bad financial decision can derail retirement

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.

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

At first glance, golf and financial planning don’t seem to have much in common, but look a little closer, and the parallels are hard to ignore. In this episode, Wade breaks down how certain concepts on the golf course translate directly into smarter financial decisions. It’s a fresh way to think about building a plan that actually works over time.

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

⛳ Hole-in-One: Luck won’t drive long-term success

🎯 Stay Consistent: Methodical play wins over time

🧰 Right Tools Matter: Use diverse investment strategies

🧭 Trust Your Guide: Expert advice improves outcomes

🏌️ Pro Lessons: Stick with one clear strategy

🏁 Finish Strong: Stay focused on the long game

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.

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

Going from little to no retirement savings to a multi-million-dollar windfall sounds like a dream, but it comes with a whole new set of challenges. And one wrong move early on can have long-term consequences. Today, Wade walks through what to do after a major liquidity event, including how to handle taxes, define what “enough” really means, and avoid costly mistakes.

For this week’s Kingdom Minute, Wade shares how monks pursued economic sufficiency, not false security. This meant having just enough, rejecting the love of money, consuming less than they received, and using surplus for hospitality and generosity.

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

💰 Lump Sum Reality: $3M isn’t $3M after taxes, understand your true net

🧾 Tax Planning First: Structure and timing can significantly impact what you keep

⏳ Don’t Rush Decisions: Park money safely and avoid emotional or impulsive moves

🎯 Define “Enough”: Your lifestyle, not the number, determines success

📊 Smart Risk Strategy: Diversification beats swinging for the fences

⚠️ Avoid Big Mistakes: Don’t chase deals, loans, or “opportunities” without a plan

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.