Chessman Wealth Strategies
Share
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.
06/24/2026
Every tool matters when it comes to helping people prepare for retirement.
In our latest episode, we discuss a new executive order that could give millions of workers another path to start saving for their future ⬇️
🎧 Listen here: https://moneyknight.podbean.com/e/a-new-way-to-save-for-retirement-just-got-signed-into-law/?token=5d5c353b2e49f3a8f535eb50be7e1fdd
Millions of Americans don't have enough saved for retirement. While new initiatives may help close the gap, the most important step is still the one each individual takes: getting started.
06/18/2026
More than 50 million Americans don't have access to a workplace retirement plan- but that could be changing.
In this episode, we break down a new executive order aimed at expanding retirement savings opportunities for workers without employer-sponsored plans 👇
Whether you're self-employed, work in the gig economy, or simply want to stay informed about changes affecting retirement planning, this is a conversation worth hearing.
🎙️Listen here: https://moneyknight.podbean.com/e/a-new-way-to-save-for-retirement-just-got-signed-into-law/?token=5d5c353b2e49f3a8f535eb50be7e1fdd
05/28/2026
Building wealth and living off wealth are two completely different challenges 👇
A bad year in the market during retirement can have a much bigger impact than it did during your working years- especially when withdrawals, taxes, and timing all collide.
05/21/2026
A lot of DIY investors do an excellent job building wealth over time. But retirement changes the game...
The shift from saving and growing money to creating reliable retirement income introduces a whole new level of complexity ⬇️
In this episode, Wade explains why the stakes get higher near retirement and why even successful self-managed investors may benefit from having a financial advisor in their corner.
🎧 Listen here: https://moneyknight.podbean.com/e/youve-managed-your-own-money-successfully-why-would-you-need-an-advisor-now/?token=056ce88371ede3de29e88f71f3cbd292
05/14/2026
Retirement success isn’t about luck- it’s about strategy.🏌️♂️
You wouldn’t try to play a full round of golf with just one club… so why try to build your financial future with just one or two investments?
05/07/2026
⛳️ What can golf teach us about retirement planning?
This week on the podcast, Wade breaks down how a round of golf mirrors your financial life- from chasing the “hole in one” (and why that’s not a strategy) to building the right mix of “clubs” in your investment bag ⬇️
Listen here: https://moneyknight.podbean.com/e/what-golf-teaches-us-about-financial-planning/?token=020ecfccd895a7d6d8d576c94058493d
04/21/2026
A big mistake people make after receiving a lump sum? Jumping into risky opportunities without a strategy in mind.
Click here to claim your Sponsored Listing.
Category
Contact the business
Website
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 |