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

Some people think generosity starts and ends with writing a check. But what if what you give matters just as much as how much you give? In this episode, Wade explains the difference between donating cash and donating assets, and why asset-based giving can create powerful tax advantages while increasing your impact.

For this week’s Kingdom Minute, Wade reflects on Charles Dickens' "A Christmas Carol," drawing parallels to biblical teachings about wealth and stewardship. He emphasizes that true riches come from honoring God with our resources, rather than accumulating possessions.

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

💸 Cash vs. Assets: Rethinking how you give

📈 Tax Benefits: Turning tax dollars into giving dollars

🧾 Estate Planning: Charitable bequests done right

🤝 Advisor Role: The power of coordinating generosity with strategy

🎄 Kingdom Minute: A holiday reflection on stewardship

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/

You’ve heard the saying, “There’s no such thing as a bad question.” But in retirement planning… some questions are definitely better than others. The way you frame your question often determines the quality of your answer and, in some cases, the quality of your retirement. In this episode, Wade shows how small shifts in the way you frame your questions can completely transform your financial clarity, confidence, and long-term outcomes.

He shares practical examples, real client stories, and simple frameworks to help investors think beyond surface-level answers and toward a true, personalized financial plan. The episode finishes with a powerful Kingdom Minute about budgeting as biblical stewardship.

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

💵 “How much do I need?” → “How much income do I need?”

📈 “Highest return?” → “Return that supports my plan.”

🧾 “Lower taxes now?” → “Lower taxes now and later.”

🕒 “62 or 70?” → “Best Social Security strategy for my plan.”

⚖️ “Avoid risk?” → “Take the right amount of risk.”

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/

Wade tackles the endless headlines about Social Security running out of money and explains why the fear around it often overshadows the facts. This conversation brings perspective to an issue people worry about far more than they need to, especially when planning for retirement. If you’ve ever wondered what’s true, what’s political noise, and what actually matters for your retirement plan, this episode will give you the clarity you’ve been looking for.

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

❗ Social Security Myths: separating fear from reality

📜 The Real History: why predictions of collapse have been wrong for decades

💸 Government Spending Factors: what headlines leave out

⚙️ Possible Fixes Ahead: how adjustments, not collapse, are most likely

🧩 Personalized Planning: how to make smart claiming decisions for your situation

The Dallas Morning News Article:

https://www.dallasnews.com/timeless-in-texas/2025/09/21/ye-of-little-faith-little-green-spacemen-and-social-security/

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.