Money Knight Podcast

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

Retirement comes with plenty of financial questions, but some worries show up again and again. In this episode, Wade walks through several of the most common concerns he hears from retirees and pre-retirees, from running out of money to adjusting to spending after decades of saving. The common thread is that uncertainty tends to feel much worse when there is no plan behind it. A thoughtful strategy can help turn vague fears into decisions you can actually address.

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

🧾 Tax Anxiety: Long-term tax planning matters beyond just this year

🏥 Long-Term Care: Planning can help prepare for future care costs

💵 Leaving the Paycheck: Replacing earned income requires a clear retirement income plan

📉 Market Worries: Downturns are inevitable, but emotional reactions can be costly

👨‍👩‍👧 Helping Family: Supporting children and grandchildren without jeopardizing your own plan

🧭 Final Thoughts: Most financial fears become more manageable with a plan

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.