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The Money KnightAuthor: Wade Chessman
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. Language: en Genres: Business, Investing, News Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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When Should You Do a Roth Conversion?
Episode 154
Thursday, 15 January, 2026
📞✨ Get in touch with Chessman Wealth: https://www.chessmanwealth.com/ When does a Roth conversion actually improve a retirement plan? Roth conversions can be powerful, but only when they’re done with purpose. Wade highlights when conversions help, when they can backfire, and why guessing is one of the worst things you can do. For this week’s Kingdom Minute, Wade reflects making financial decisions with wisdom, patience, and a long-term perspective. Rather than chasing short-term tax wins, the focus is on aligning money decisions with purpose, responsibility, and care for the future. Here’s some of what we discuss in this episode: 🔄 Roth Strategy: How conversions support long-term planning 📊 Tax Bracket Factors: Income changes, timing, and opportunity years 🧠Strategic Considerations: Coordinating Roth moves with your full plan 🧾 Side Effects Matter: Social Security, Medicare, and tax ripple effects  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.
