The 4 Things You Can Control in Retirement

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

Retirement can feel overwhelming when so much seems out of your control. Markets rise and fall, tax laws shift, and Social Security’s future makes the news every few months. But here’s the good news: stressing about those things won’t improve your retirement. What will help is focusing on the four key areas you can control. In this episode, Wade shares the levers that actually move the needle for retirees and pre-retirees.

Wade explains how to avoid emotional decisions that could derail your plan and covers everything from managing your market risk exposure to building reliable income streams. He also dives into proactive tax planning—why it’s written in pencil, not pen—and how to think about Social Security realistically without leaning on it as your primary income source. You can’t stop volatility or predict what Congress will do next, but you can put yourself in a stronger position with the choices you make today.

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

📉 Control how much market risk you take on

🕰️ Plan for longevity, because no one knows how long they’ll live

💵 Use tax planning to your advantage (not just tax prep)

🧭 Social Security’s true purpose: safety net, not primary retirement income

🗝️ The power of planning gives you control where it matters most

 

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.