The Coronavirus (COVID-19) is having a dramatic impact on our daily lives and many people are taking a huge financial hit from lost wages, a volatile stock market, and general economic uncertainty. Wade will give his opinion on the current situation and why it is so imperative to have a solid financial plan in place.

Important Links:

Chessman Wealth Website: https://www.chessmanwealth.com

Call: 214-572-2120

The idea of a Roth conversion is intriguing to a lot of people, and for some people it can be a great strategy to enact. Let’s explore the concept…

Important Links:

Chessman Wealth Website: https://www.chessmanwealth.com

Call: 214-572-2120

Most people like to think that they always make decisions based on logic and facts, but the truth is that emotions usually play a role for all of us in the decision-making process…

Important Links:

Chessman Wealth Website: https://www.chessmanwealth.com

Call: 214-572-2120

After it simmered in Congress for a year, the SECURE Act is now law. If you have a retirement account of any kind, or will one day inherit a retirement account, this will affect you.

Important Links:

Chessman Wealth Website: https://www.chessmanwealth.com

Call: 214-572-2120

Of course, we all want a healthy bank account. Having a good amount of dollars within easy grasp is helpful in the case of emergencies or for medium-sized purchases where you don’t want to have to liquidate assets. But is it counterproductive to have too much cash on hand? We’ll explore that idea and other pressing questions about the role that cash plays in financial and retirement planning.

Important Links:

Chessman Wealth Website: https://www.chessmanwealth.com

Call: 214-572-2120

Do you believe you need to be completely debt free to retire successfully? Or are you OK carrying some balances beyond your working years? There are many opinions about the best way to handle debt and retirement planning, so we’ll tackle them all on today’s show.

Important Links:

Chessman Wealth Website: https://www.chessmanwealth.com

Call: 214-572-2120

There is no doubt that the passing of a spouse is one of the most difficult life events to get through. When this does happen, you will want to focus on grieving for your loved one and finances are the last thing you will want to worry about. Today's episode focuses on getting a plan in place before this traumatic life event happen.

Important Links:

Chessman Wealth Website: https://www.chessmanwealth.com

Call: 214-572-2120

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.

Important Links:

Chessman Wealth Website: https://www.chessmanwealth.com

Call: 214-572-2120

With all of the things in the financial world that you can’t control, why would you sabotage your own retirement by messing up the things you can control? Let’s discuss some ways that people sabotage their own financial health.

Important Links:

Chessman Wealth Website: https://www.chessmanwealth.com

Call: 214-572-2120

Sometimes being a good financial advisor means having uncomfortable conversations. We’ll take a look at how advisors should help clients navigate various tricky situations. If you’re going to be working with a financial advisor, make sure they’re pushing you to address these kinds of topics.

Important Links:

Chessman Wealth Website: https://www.chessmanwealth.com

Call: 214-572-2120