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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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Charitable Giving: Donating Assets vs Cash
Episode 153
Wednesday, 31 December, 2025
📞✨ Get in touch with Chessman Wealth: https://www.chessmanwealth.com/ Some people think generosity starts and ends with writing a check. But what if what you give matters just as much as how much you give? In this episode, Wade explains the difference between donating cash and donating assets, and why asset-based giving can create powerful tax advantages while increasing your impact. For this week’s Kingdom Minute, Wade reflects on Charles Dickens' "A Christmas Carol," drawing parallels to biblical teachings about wealth and stewardship. He emphasizes that true riches come from honoring God with our resources, rather than accumulating possessions. Here’s some of what we discuss in this episode: 💸 Cash vs. Assets: Rethinking how you give 📈 Tax Benefits: Turning tax dollars into giving dollars 🧾 Estate Planning: Charitable bequests done right 🤝 Advisor Role: The power of coordinating generosity with strategy 🎄 Kingdom Minute: A holiday reflection on stewardship 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.
