Financial and retirement guidance from CERTIFIED FINANCIAL PLANNER™ professional Wade Chessman of Chessman Wealth Strategies in the Dallas, Texas area. Wade is the author of Giving Transforms You and hosts this podcast to help you better prepare for your financial future and to retire with financial confidence.
Money Knight Podcast
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Financial and retirement guidance from CERTIFIED FINANCIAL PLANNER™ professional Wade Chessman, President, Wealth Advisor of Chessman Wealth Strategies in the Dallas, Texas area. Wade is the author of Giving Transforms You and hosts this podcast to help you better prepare for your financial future and to retire with financial confidence. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. 7557 Rambler Road, Suite 1010, Dallas, TX 75231. 214-572-2120.
We see a lot of people who aren’t getting the kind of advice and service from their financial advisor that they should be. So today, we will be discussing some general scenarios where your advisor may be dropping the ball. If your advisor is hyper-focusing on investments and not the details of your overall plan it may be time to rethink your relationship with them.
They should be reviewing your taxes and how it plays into your overall retirement plan. An advisor should be transparent about the fees and costs of their services and the investments they want you to invest in. Watch out for advisors not doing comprehensive retirement income planning or are ignoring legacy plans. Overall, you want to make sure your advisor is not glossing over important details. They need to understand your financial goals and take those into account when getting things done.
What we discuss on this episode:
1:34 – Tax planning
3:12 – Fees and costs
4:43 – Retirement Income
6:51 – Clarifying your money’s job
8:19 – Reviewing your legacy plans
Risk Survey: https://www.chessmanwealth.com/#survey-section
Retirement Planning Quiz: https://www.chessmanwealth.com/retirement-planning-quiz/
Chessman Wealth Website: https://www.chessmanwealth.com