📞✨ 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.
