Money Knight Podcast

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

The state of Texas is holding billions of dollars in unclaimed property, and some of it could belong to you or someone in your family. In this episode, Wade explains how money ends up in the state’s hands and what the claims process looks like if you find your name. He also shares why checking periodically can be a smart financial housekeeping habit.

For this week’s Kingdom Minute, Wade wrestles with the tension of generosity and how Christians can be both compassionate and wise when approached for help. Drawing on insights from Wayne Walker of OurCalling, he explains why kindness, honesty, and supporting effective homeless ministries often do more long-term good than handing out cash.

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

🏦 Missing Assets: How old accounts, checks, deposits, and other funds become unclaimed

🔎 Finding Money: Using ClaimItTexas.gov to search for yourself, relatives, and businesses

📄 Filing Claims: What documentation may be needed to prove the money belongs to you

👨‍👩‍👧 Family Claims: How heirs may be able to recover property belonging to someone who died

🤝 Wise Generosity: Why helping through trusted organizations may sometimes have greater long-term impact

Texas Unclaimed Property: www.ClaimItTexas.gov   

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.

Generally, a donor advised fund is a separately identified fund or account that is maintained and operated by a section 501(c)(3) organization, which is called a sponsoring organization. Each account is composed of contributions made by individual donors. Once the donor makes the contribution, the organization has legal control over it. However, the donor, or the donor’s representative, retains advisory privileges with respect to the distribution of funds and the investment of assets in the account. Donors take a tax deduction for all contributions at the time they are made, even though the money may not be dispersed to a charity until much later.