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Monday 8am - 5pm Tuesday 8am - 5pm Wednesday 8am - 5pm Thursday 8am - 5pm Friday 8am - 4pm

Chessman Wealth Strategies

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Dallas, TX
Chessman Wealth Strategies

Independent Wealth Management Firm based in Dallas, TX. We do this by acting as your personal wealth advisor.

Chessman Wealth Strategies is a wealth management firm in Dallas, TX that specializes in helping people in transition such as widows, people going through divorce, and those moving into retirement, make smart choices about their money. We use a consultative process to identify your current financial situation and challenges and then work with an experienced team to help you pursue your most important financial goals.

09/03/2026

A big 401(k) balance doesn’t automatically mean you have a retirement plan.

Saving for decades is only half the equation. Once retirement arrives, you still have to turn those savings into reliable income while managing taxes, market risk, Social Security, and healthcare costs.

Tune in as we talk about why your 401(k) can be a great wealth-building tool-but why it’s only one piece of the retirement puzzle ⬇️

🎙️ Listen here: https://moneyknight.podbean.com/e/your-401k-is-not-a-retirement-plan/?token=2c600d175dd7a72d6de126b5dbe0061d

08/26/2026

Tax planning shouldn’t stop with this year’s return.

If taxes rise in the future, the decisions you make today could have a big impact on what you keep in retirement 📈

08/23/2026

One of the biggest retirement fears? Outliving your money. 💰

08/20/2026

Retirement can bring a whole new set of financial worries.

Will your money last?
What if the market drops?
Can you really afford to stop working?

In this episode, we break down some of the most common financial pain points people face- and how a solid plan can help bring more clarity and confidence to the road ahead ✅

👉 Listen now: https://moneyknight.podbean.com/e/the-biggest-financial-fears-in-retirement-and-how-to-plan-for-them/?token=409c91002633295301da08599cf04372

08/12/2026

Dave Ramsey has helped millions of people improve their finances, but retirement planning often requires more nuance than broad, one-size-fits-all advice.

More in our latest podcast episode 🎙️

08/09/2026

Your ideal withdrawal rate depends on much more than a single percentage. Your goals, time horizon, income needs, inflation, portfolio mix, and comfort with market risk all matter.

08/06/2026

Dave Ramsey says retirees may be able to withdraw 8% a year from their investments- but is that realistic? 🤔

In this episode, we take a closer look at Ramsey’s argument, compare it with the traditional 4% rule, and explain why retirement income planning should never rely on a one-size-fits-all rule.

🎙️Listen now: https://moneyknight.podbean.com/e/the-4-rule-vs-the-8-rule-whats-the-right-withdrawal-rate-for-you/?token=4c89324b2085ace3649acd43357cee85

07/21/2026

Pay what you owe. Use the tax benefits available to you. And don't let preventable mistakes cost you money that could be used for greater impact.

07/19/2026

They donated the land.
They filed the paperwork.
The city accepted the gift.

So why did they lose a $665,000 tax deduction? 🤔

07/16/2026

What if one missing piece of paperwork cost you a $665,000 tax deduction? 🫣

It happened.

In this episode of the Money Night Podcast, Wade unpacks the true story of a couple who made a generous charitable gift- but missed out on the tax benefit because of a documentation mistake.

Then, you'll learn the simple steps that can help ensure your generosity is matched with smart tax planning.

🎙️Listen here: https://moneyknight.podbean.com/e/donor-advised-funds-for-smarter-charitable-giving/?token=a078999bf66c070c92b87d2556fe24a2

Address

7557 Rambler Road, Ste 1010
Dallas, TX
75231

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 4pm

Website

http://www.chessmanwealth.com/

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