Best Wade Chessman Podcasts (2025)

1
Turning Savings Into A Real Retirement Plan 15:24

11d ago15:24

15:24

You’ve done a good job saving, but now what? In this episode, Wade tackles a question many people face as retirement approaches: how do you take solid savings and build a reliable, long-term plan around it? Wade breaks down the essential steps for transitioning from a lifetime of saving to a strategy for generating income, maintaining flexibility, …

1
Retirement Lessons From The Masters 12:36

25d ago12:36

12:36

What does a world-class golf tournament have to do with your financial future? Turns out quite a bit. The Masters is a beautiful reminder of just how much strategy, patience, and long-term focus goes into a great round of golf. Think about it: a hole-in-one may be thrilling, but it won’t win the tournament. Just like chasing a hot stock or one-time…

1
April Fool’s: Beliefs That Fool Retirement Savers The Most 21:29

1M ago21:29

21:29

April Fool’s Day is all about jokes and pranks, but when it comes to retirement planning, getting fooled can cost you real money. Today, we’re uncovering the beliefs that fool retirees and pre-retirees into making bad financial moves. We’ll cover some of the most common myths that can derail your retirement plans and explain why they might not be a…

1
What Do Proposed Tariffs Mean For Your Portfolio? 10:16

2M ago10:16

10:16

The day President Trump took office, he announced plans to implement a 25 percent tariff on goods from Mexico and Canada. Additional tariff conversations have exploded since that day. How might this impact your personal finances and the economy? Today, we’ll explain a bit of the backstory of tariffs and discuss these new tariffs. For those looking …

1
6 Financial Mistakes to Avoid in Your 60s 15:38

2M ago15:38

15:38

Financial mistakes can happen at any age, but they can have a particularly significant impact in your 60s. In this episode, Wade discusses six critical financial mistakes that individuals often make during this pivotal decade. Understanding and avoiding these pitfalls can make the difference between a secure retirement and a financially precarious …

1
Planning for the Rising Costs of Healthcare 18:06

3M ago18:06

18:06

In today's economic climate, the rising cost of healthcare is a pressing concern for many, especially those approaching retirement. In this episode, we will discuss the factors driving these costs and provide insights on how to manage them effectively. Healthcare expenses have been outpacing general inflation, with costs rising by 5 to 6% annually.…

1
Better to Give Money While You’re Still Living? 16:13

3M ago16:13

16:13

For a lot of people, giving money to charities or beneficiaries that are close to them is very important. But oftentimes it's done as part of the estate planning process. Now we’re seeing a trend where more and more people are deciding to give while they’re still alive. Is this a good idea? Today's episode is all ‘g…

1
What Questions Should You Ask a Financial Advisor? 17:21

4M ago17:21

17:21

“Test everything; hold fast what is good.” - 1 Thessalonians 5:21. In that verse, the Apostle Paul teaches that we should practice discernment in all things and we submit that includes financial advice. So this episode will tackle a common question: What should you ask a potential financial advisor? When it comes to choosing someone you can trust a…

1
Most Americans Are Forced to Retire Early - Are You Ready? 17:04

5M ago17:04

17:04

Retirement is a phase of life that many of us look forward to, but what happens when it comes earlier than expected? An early retirement can put stress on your finances if you aren’t prepared and this episode will get into the challenges and planning opportunities you can expect. Did you know that most Americans retire earlier than planned, often d…

1
Don’t Mix Politics and Investing 18:29

5M ago18:29

18:29

In the wake of the recent election, many investors find themselves questioning how political outcomes might affect their portfolios. In this episode, Wade sheds light on why mixing politics with investing isn't always the best strategy and offer listeners valuable insights into the market's reaction to political events. With this big event finally …

1
What Makes Our Financial Planning Process Unique? 21:27

6M ago21:27

21:27

What makes you unique? That’s a question that you should be asking a prospective advisor during your search for the right fit. In this episode, Wade will break down exactly what sets Chessman Wealth Strategies apart from other financial services companies and explain the core values that we apply to everything we do. If you’ve listened to any of ou…

1
Financial Fraud: Keeping Yourself Protected 15:47

6M ago15:47

15:47

Financial fraud and scams are seemingly everywhere these days. It seems like barely a day goes by without a new attempt to trick you through email, text, or social media. And now, there’s a new scam out there known as pig butchering. In this episode, Wade will break down this pig butchering scam, along with other common financial scams that you may…

1
How Dependable is Rental Income in Retirement? 17:39

7M ago17:39

17:39

Real estate is often heralded as an easy method for generating income in retirement. While it can certainly be a great way to supplement your income, there’s a lot that you want to take into consideration when it comes time to decide whether you want to add a rental property to your portfolio. As Wade discusses in this episode, there needs to be a …

1
For Couples, Retirement Planning is a Team Sport 20:30

7M ago20:30

20:30

Every couple takes a different approach to their finances, and sometimes that leads to a lack of communication when it comes to money. Are you and your spouse on the same page when it comes to what retirement is going to look like? If not, it’s time to talk. Listen to this episode where we'll explore why it’s so important for couples to have detail…

1
Standard Deviation: What It Means For Your Investments and Risk Management 15:12

8M ago15:12

15:12

When we work with people to come up with an effective investment strategy, one of the key tools that can help understand and manage the ups and downs of the market is the concept of standard deviation. In this episode, Wade breaks down this crucial metric and explains its significance in investing. Standard deviation is a statistical measure that q…

1
What to Know About the IRS Changes to Inherited IRAs and RMDs 16:34

9M ago16:34

16:34

In recent years, there have been significant changes to the rules governing inherited IRAs and Required Minimum Distributions (RMDs), primarily due to the introduction of the SECURE Act. These changes have left many people confused and unsure about how to proceed with their financial planning. Thankfully we have clarity now that the IRS has issued …

1
Beware of Retirement Half-Truths 18:02

9M ago18:02

18:02

We hear a lot of half-truths in the financial world, not necessarily because people try to make misleading statements, but because sometimes a simple statement just doesn’t quite tell the whole story. These statements may sound correct on the surface but they just don't tell the whole story. On this episode, we’ll dive into the importance of unders…

1
The Financial Challenges Following The Death of a Spouse 17:00

9M ago17:00

17:00

One of the most challenging things anyone can face, both emotionally and financially, is the death of a spouse. Many widows are left without a partner who they’ve relied on for many years, and it’s incredibly difficult to navigate. While it can be hard to talk about, proper planning in advance can make the transition a little bit easier and take so…

1
How are Social Security Benefits Calculated? 12:53

10M ago12:53

12:53

Most retirees will rely on Social Security to make up a significant portion of their income in retirement, but knowing what your benefits will be isn’t always something people have a good handle on. Today we’re going to break down how your earnings history, adjusted for inflation, determines your benefit. From understanding the primary insurance am…

1
Things to Consider When Naming a Trust or Estate as an IRA Beneficiary 12:38

11M ago12:38

12:38

When planning your estate, one of the critical decisions you’ll face is naming beneficiaries for your Individual Retirement Account (IRA). While many people designate their spouse, children, or other loved ones as direct beneficiaries, there are situations where naming a trust or your estate as the beneficiary may be advantageous. Today we’re going…

1
Combatting Popular Excuses For Poor Financial Decision-Making 18:23

11M ago18:23

18:23

Very often, we see people who know that the financial decisions that they’re making aren’t the best decisions, but they try to create excuses or explanations for why they’re doing what they’re doing. From starting Social Security early to taking on too much investment risk, Wade offers insights into why these justifications often don't hold water a…

1
The Current Landscape of Long-Term Care Insurance 13:24

12M ago13:24

13:24

As you edge closer to retirement, have you considered the role of long-term care insurance in your financial plan? As plans and policies evolve, we want to take some time to help guide you through the nuances of long-term care and its critical importance for your future. Long-term care insurance has undergone significant transformations, and unders…

1
Don’t Make These Income Planning Mistakes 16:38

12M ago16:38

16:38

Are you planning for your retirement with the confidence that you're making all the right moves? You might feel that way, but many of the mistakes that people make happen when it’s too late to correct them. In today's episode, we'll unveil the crucial income planning mistakes that could jeopardize your retirement and show you how to craft a financi…

1
Are You Reviewing Your Estate Plan? 12:12

1y ago12:12

12:12

Estate planning: it's a term that often evokes a sense of finality and permanence. However, estate planning is anything but a one-time event. It's a dynamic process that requires regular attention and updates to stay aligned with our lives' ever-changing landscape. Many people, including those with significant wealth, either lack an estate plan or …

1
Utilizing a Backdoor Roth IRA 13:01

1y ago13:01

13:01

In this episode, Wade Chessman does more than just explain what a backdoor Roth IRA is; he walks you through the entire process. He addresses the common misconceptions and lays out the benefits in a way that's both easy to understand and actionable. Whether you're a seasoned investor or a novice to the world of finance, Wade's insights are invaluab…

1
How One Overlooked Issue Can Sink Your Retirement 15:05

1y ago15:05

15:05

Imagine your retirement plan as a ship sailing toward a horizon of rest and relaxation. But what if one leak could sink it all? In today’s episode, we spotlight some of the single oversights that could send your dreams to the bottom. We'll share key strategies to plug the gaps, ensuring your financial ship stays buoyant and on course. Tune in to pr…

1
Retirement Planning Is Different For Women: Here’s Why 19:28

1y ago19:28

19:28

Despite the progress women have made with money, the path to retirement is not without its unique challenges, and it’s important to recognize the financial hurdles that they continue to face. We work with more and more women every year and see these issues first hand. In this episode, we’ll share some eye-opening statistics and actionable advice to…

1
Utilizing QCDs for Your IRA Withdrawal Strategy 8:28

1y ago8:28

8:28

Unlock the secrets to aligning your philanthropic spirit with savvy tax strategies by utilizing Qualified Charitable Distributions (QCDs). Discover how these powerful financial tools can help you support your favorite charities while managing your taxable income more effectively, especially when dealing with required minimum distributions from your…

1
Are Safe Investments Providing Big Enough Returns? 14:02

1y ago14:02

14:02

After years of nearly zero interest rates in savings accounts, we’ve seen a much higher interest rate environment over the past few years. Getting four or five percent on your conservative investments is nice, but is it enough? In this episode, we explore this question, examining how the recent rise in interest rates affects the money sitting in sa…

1
How Christians Can Reduce Taxes & Make Smart Choices with Their Money 10:07

1+ y ago10:07

10:07

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 be…

1
Why a Health Savings Account Can Be a Powerful Tool 18:29

1+ y ago18:29

18:29

When you think about saving for retirement, company retirement plans or IRAs probably come to mind. But there’s another option that people often overlook but using it alongside those traditional accounts could provide some great benefits. Today we’re going to tell you more about the potential of Health Savings Accounts (HSAs) for retirement plannin…

1
Different Ways to Give Beyond Cash 9:45

1+ y ago9:45

9:45

When we talk about end of the year planning items, giving is typically a priority for many people. It’s close to our heart and something we enjoy helping people with. When most people think about giving, they really only consider giving cash, but there are some other options that you might want to consider this year. Cash gifts can come in the form…

1
End of Year Financial Planning For 2023 15:33

1+ y ago15:33

15:33

Join us for a thoughtful episode where we unpack our 2023 edition of key year-end planning strategies for those nearing or embracing their retirement years. We'll explore the nuances of optimizing your investment portfolio, safeguarding your assets, and ensuring a stable, rewarding lifestyle in the years to come. Together, we'll navigate through es…

1
Do You Need Umbrella Insurance? 10:32

1+ y ago10:32

10:32

On this episode, we're going to continue the conversation we started on our last show about high-net-worth individuals by addressing the option of umbrella liability insurance? Is this something that you need? It might seem like an obvious choice because it appears to be a ‘bargain’ on the surface, but does it provide the coverage you need? Wade wi…

1
Retirement Planning for High-Net-Worth Individuals 19:09

1+ y ago19:09

19:09

In today's episode, we're taking a close look at high-net-worth individuals - those who have accumulated significant wealth and face unique challenges and opportunities when planning for retirement. Unlike the average person, their financial considerations go beyond the basics. We'll explore the distinct strategies and factors that come into play w…

1
Understanding Sequence of Returns Risk 13:31

1+ y ago13:31

13:31

In this episode of The Money Knight podcast, we delve into a significant yet often overlooked threat to your retirement - the sequence of returns risk. Many people are unaware of the potential impact this risk can have on their retirement savings. Join us as we shed light on this issue and explore effective strategies to mitigate its consequences. …

1
Navigating Finances After Losing a Spouse: Strategies & Mistakes to Avoid 20:42

1+ y ago20:42

20:42

Losing a spouse is an unimaginably tough life event, but the financial implications can add another layer of stress to the grieving process. In this episode, we delve deep into the most common financial issues faced by widows and widowers, from dealing with income gaps to navigating tax changes as a single filer. We explore actionable strategies to…

1
7 Financial Strategies for Single Women 22:58

1+ y ago22:58

22:58

More and more women are taking control of their finances and have found that the general guidance out there is perfectly suitable for what they need. However, women still face a few more financial challenges than men and that requires a little more diligence to create financial freedom. In this episode, Wade is going to discuss seven financial stra…

1
The 5 Money Temptations to Flee From 11:49

1+ y ago11:49

11:49

If you’ve listened to this show before, you know we like to look at financial planning from a Biblical perspective and often dedicate a portion of the show to doing just that. In this episode, we want to go a little deeper on the relationship between faith and finances by discussing five money temptations we all face. Money is an essential aspect o…

1
Building An Estate Plan With No Regrets 23:09

1+ y ago23:09

23:09

There are some people who don’t care at all about leaving a financial legacy, but for those who do, it’s important to eliminate some of the common estate planning mistakes. In this episode, we cover topics ranging from poor expense planning to outdated beneficiary designations and family conflict triggers. We also shed light on some misconceptions …

1
Bad Money Habits Could Spoil Your Retirement Party 14:44

2y ago14:44

14:44

Picture this: You're at your retirement party, finally ready to enjoy your golden years, but worries caused by some bad money habits have robbed you of fully enjoying the sweetness of the day. It happens to more people than you think, which is unfortunate because with just a little bit of modification, you can rid some of the worst money habits fro…

1
Rethinking Longevity in Retirement Planning 12:29

2y ago12:29

12:29

We came across an article recently that we thought was pretty interesting because it provided a different perspective on longevity. We always think about longevity in terms of savings and time but this discussion looks at it more as a complete framework. So we want to spend a little time on this today and reflect on this idea of paying more attenti…

1
10 Biggest Money Mistakes In Retirement Planning 14:35

2y ago14:35

14:35

In the complex world of retirement planning, there are countless pitfalls one could fall into. In this episode, we've distilled it down to what we believe are the top 10 mistakes to watch out for. Avoiding these crucial missteps can have a significant impact on the success of your retirement plan. So, join us as we delve into these key issues and l…

1
Dismantling the Top Social Security Myths of 2023 18:37

2y ago18:37

18:37

Have you ever wondered if the Social Security system will run out of money before you retire? Or if claiming benefits as soon as you're eligible is the best decision for your financial future? In this episode, we'll be debunking common myths about Social Security and answering the questions you've been curious about. This is an important part of mo…

1
Building a Spending Plan with the FaithFi App 18:20

2y ago18:20

18:20

We’ve talked many times about the importance of budgeting or having a spending plan, and our guest today is someone who helps people manage their money with an emphasis on faith. Chad Clark is the executive director of Faith and Finance and they developed a budgeting program that also helps individuals be a good steward with what God has given them…

1
Ep 89: Estate Planning Vs. Wealth Transfer 13:56

2y ago13:56

13:56

In today’s episode, we’re going to discuss the difference between estate planning and wealth transfer. Wade will reflect on Ron Blue’s talk at the Kingdom Advisor’s Conference and discuss some important takeaways. He will then dive into the complexities and benefits of wealth transfer and discuss the important questions you should ask yourself duri…

1
Ep 88: Fore Your Retirement - What Golf Teaches Us About Financial Planning 15:15

2y ago15:15

15:15

Are you a golfer? Even if you're not, the game of golf can teach us valuable lessons about retirement planning. For example, hitting a hole-in-one might be thrilling, but it won't necessarily guarantee your overall success. And just like you need different clubs in your golf bag to play a round, you need a well-balanced approach to your investments…

1
Ep 87: The Chessman Sponsorship Launch featuring Keyla Hernandez of Compassion International 20:03

2y ago20:03

20:03

Keyla Hernandez and Compassion International are not affiliated with CWM, LLC, and opinions expressed may not be representative of CWM, LLC. The charitable entities and/or fundraising opportunities described herein are not endorsed by, or affiliated with CWM, LLC or its affiliates. Our philanthropic interests are personal to us and are not reviewed…

1
Ep 86: Five Beneficiary Mistakes - Are You Accidentally Spoiling Your Retirement Plan? 14:07

2y ago14:07

14:07

Beneficiaries are an important part of a well-thought-out retirement plan. While it may seem like naming beneficiaries is a simple task, there are some areas in this process that are easy to overlook, which could cause major complications down the road. On this episode, we’ll address five common beneficiary mistakes. We’ll bring these mistakes to y…

1
Ep 85: Four Ways The SECURE Act 2.0 Might Impact You 20:54

2y ago20:54

20:54

After being discussed in Congress for nearly a year and a half, the SECURE Act 2.0 passed in January. Listen to today’s episode to see what you need to know and learn four ways the new changes might impact you. All the changes that came down in this new bill likely won’t affect your retirement but you want to be aware of everything because there co…

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Wade Chessman Podcasts

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