Don't forget to email [email protected] visit www.weeklywealthpodcast.com/valuebuilderscore Instagram (88) The Weekly Wealth Podcast - YouTube In this episode, I share what my financial planning practice does to help clients succeed. I emphasize the importance of understanding each client's unique financial goals and needs. Financial plan…

[email protected] if you would like to connect on any matter. Takeaways: We learned that enjoying the journey in life is as important as the destination. Witnessing our kids grow through sports has taught us invaluable life lessons. Human nature leads us to focus on negatives; we should aim for a balanced view. Developing a strong network…

Email [email protected] Download the free ebook www.weeklywealthpodcast.com/subscriptioneconomy Instagram Youtube Takeaways: Small business owners face unique financial challenges that require careful planning and strategy. Managing personal and business finances simultaneously can be overwhelming for many business owners. Establishing st…

Please email me, David Chudyk, with any questions, or if you just want to connect: [email protected] Takeaways: Freelancers and independent contractors have more control over their work compared to employees. It's important to remember that freelance income is subject to self-employment taxes, unlike W2 income. Planning for irregular cash…

Email David Chudyk at [email protected] with your questions. Takeaways: In 2025, stock market volatility is a big deal, and we're here to help you make solid financial choices. Understanding different asset classes can empower you to build a stronger investment portfolio. Stocks can be great for long-term value, but they come with market …

Get your Personal Financial Balance sheet at www.weeklywealthpodcast.com/balancesheet Email [email protected] with your questions. Reach Adam Anderson on Linkedin 🚀Adam Anderson | LinkedIn Takeaways: In this episode, we dive into the exciting concept of space whiskey and its potential market. Adam shares his journey of transitioning from …

Make sure to email David Chudyk with your questions, [email protected]. Takeaways: In this episode, we discussed how tariffs are taxes on imported goods that affect prices. We explored the history of tariffs in the U.S. and their impact on the economy since 1789. The pros and cons of tariffs were examined, including their effects on domes…

Make sure to email David Chudyk with your questions, [email protected] Takeaways: In investing, there is never a perfect time to start; it's always a bit scary. Being informed about investment terms helps you make smarter financial decisions over time. Market conditions fluctuate, so your investments may not reflect the overall market tre…

Make sure to email David Chudyk with your question [email protected] You can find out more about Jill Pavlov by visiting her website copy-pop.com Takeaways: We had our first comedian guest, Jill Pavlov, who brings humor to serious topics. This episode dives into how copywriting can enhance your business strategy effectively. Jill shared h…

Make sure to email [email protected] Follow us on Instagram Join our FACEBOOK GROUP Takeaways: In times of stock market volatility, it's important to ask how it impacts your personal financial situation. Consider potential opportunities in the market; downturns can lead to undervalued assets worth investing in. Diversification is key; mak…

Email [email protected] with any questions. CLICK HERE TO GET YOUR VALUE BUILDER SCORE Takeaways: In this episode, we discuss how recent stock market volatility is affecting investors' emotions and financial decisions. We emphasize the importance of having different buckets of money for short-term and long-term investments to manage risks…

Email [email protected] with any questions Don't forget to get your valuebuilder score by visiting www.weeklywealthpodcast.com/valuebuilderscore Please connect with Trina Julian by going to: trinajulian.com trinajulian.com/newsletter trinajulian.com/instagram Takeaways: This episode dives into how business owners can improve profitability…

As always, make sure to email [email protected] with any questions. Don't forget to get your VALUEBUILDER SCORE at www.weeklywealthpodcast.com/valuebuilderscore Leadership is a skill that can be improved with practice, just like any other skill. Great leaders show vulnerability and admit their shortcomings to their teams regularly. Leader…

As always, email [email protected] with any questions and get your value builder score at www.weeklywealthpodcast.com/valuebuilderscore Learn more about David Steele by visiting https://davidsteel.xyz/ Takeaways: In this episode, we dive into the principles of business success with David Steele, who is a seasoned entrepreneur. David Steel…

Email [email protected] Don't forget to visit www.weeklywealthpodcast.com Join our FACEBOOK GROUP Schedule your time with David at www.calendly.com/davidpf Takeaways: Social media can be a source of misleading financial advice, so be cautious. Understand the motivation behind financial influencers, as they often promote their own products…

Email [email protected] Join us on Facebook Takeaways: Understanding basic financial planning is crucial before diving into advanced strategies. Tax mitigation strategies such as state tax credits can significantly reduce your tax burden. Participating in tax credit funds requires accredited investor status and can offer substantial savin…

Contact David via email [email protected] Don't forget to visit www.weeklywealthpodcast.com Takeaways: Mastering financial basics is crucial for long-term success, just like athletes rely on fundamentals. Establishing an emergency fund of six to twelve months of expenses reduces financial stress. Understanding your investment risk toleran…

Email [email protected] with any questions or suggestions for topics. www.weeklywealthpodcast.com www.weeklywealthpodcast.com/valuebuilderscore MAIN TAKEAWAYS FROM THIS WEEK'S EPISODE: Reaching 200 episodes of the weekly Wealth Podcast is a rare achievement in podcasting. David Chudyk shares his journey from financial services representat…

Email [email protected] with any questions Visit www.weeklywealthpodcast.com/endgame to get your FREE copy of the book END GAME. Leave your comments or questions at www.weeklywealthpodcast.com/voicemai Takeaways: New Year's resolutions often fail, with 80% abandoned by mid-February each year. Instead of resolutions, consider identity chan…

Make sure to visit www.weeklywealthpodcast.com Email [email protected] Leave a message or comment at www.weeklywealthpodcast.com/voicemail As we reflect on the past year, it's crucial to recognize the valuable lessons we've learned that can guide us into the future. This episode highlights 24 key insights from 2024, emphasizing the import…

Year-End Financial Planning for High Net Worth Individuals In this episode, David Chudyk, a Certifed Financial Planner(tm) practitioner with Parallel Financial, discusses various financial planning strategies for high net worth and mass affluent individuals as the year comes to a close. He covers topics such as holiday spending plans, Roth IRA conv…

Don't forget to visit www.weeklywealthpodcast.com Email David at [email protected] Have a Great Thanksgiving! David Chudyk shares a heartfelt Thanksgiving episode of the Weekly Wealth Podcast, emphasizing the importance of being purposefully thankful every day. He reflects on personal gratitude, including celebrating 25 years of marriage,…

Email [email protected] with any questions Follow us on Instagram! Like us on Facebook! Schedule a time to meet! This week's episode of the Weekly Wealth Podcast takes a humorous yet insightful look at how to stay broke. David Chudyk outlines several key strategies that can lead to financial stagnation, such as failing to provide value in…

Email [email protected] with any questions Follow us on Instagram! Like us on Facebook! Schedule a time to meet! Delving deep into the subject of bankruptcy, this episode features Adrienne Hines, an established bankruptcy attorney, who aims to reshape the narrative surrounding this often stigmatized financial solution. Hines begins by add…

Email [email protected] with any questions Follow us on Instagram! Like us on Facebook! Schedule a time to meet! This week's episode of the Weekly Wealth Podcast centers around three transformative words that can enhance your financial mindset and overall life: abundance, margin, and risk. David Chudyk dives deep into the transformative p…

Email [email protected] or [email protected] Don't forget to visit www.weeklywealthpodcast.com CLICK HERE to download the FREE EBOOK, INSIDE THE MIND OF AN ACQUIRER: Understanding the Potential Buyers of your Business. An exploration of Net Unrealized Appreciation (NUA) takes center stage as David Chudyk engages in a dialogue w…

Email [email protected] with any questions Follow us on Instagram! Like us on Facebook! Schedule a time to meet! Money is often the number one stressor in relationships, and in this episode, David Chudyk and couples financial coach Adam Kol dive deep into how couples can navigate financial discussions to foster trust and safety. They disc…

Email [email protected] with any questions Follow us on Instagram! Like us on Facebook! Schedule a time to meet! This week on the Weekly Wealth Podcast, we delve into the often-overlooked world of tax credits and how they can significantly reduce your state income tax liability. Host David Chudyk is joined by Harris Sinsley, a corporate t…

Email [email protected] with any questions Follow us on Instagram! Like us on Facebook! Schedule a time to meet! If you find yourself stuck in a dead-end job, feeling unfulfilled and yearning for change, this conversation is for you. Karin Freeland, a certified life coach and former corporate workaholic, shares her journey of transformati…

As always, email [email protected] with any questions. Schedule a Chat Hurricane Helene has caused significant destruction across several states, particularly in North Carolina, prompting Certified Financial Planner(tm) David Chudyk to share essential disaster preparedness tips. David talked about the importance of reviewing insurance cov…

Schedule a Chat (weeklywealthpodcast.com) Email your questions to [email protected] This week's episode talks about a neglected risk management tool... DISABILITY INSURANCE. It the core, disability insurance protects your paycheck and can allow you to be able to continue paying your bills when/if you are unable to work and get paid.…

Email [email protected] with any questions. Download the e-book ENDGAME at www.weeklywealthpodcast.com/endgame CLICK HERE to set your time to speak with David If you are in SC, NC, or GA and have any property and casualty insurance questions, email [email protected] In this episode of the Weekly Wealth Podcast, David Chudyk dives into the…

In this episode of the Weekly Wealth Podcast, host David explores the impact of financial habits, behaviors, and philosophies on our lives. He encourages listeners to reflect on key questions such as "What does money mean to you?" and "What financial lessons do you want to pass on to your children or grandchildren?" David discusses various perspect…

In this episode of the Weekly Wealth podcast, the focus is on understanding the Solo 401(k) plan, a valuable tool for entrepreneurs and business owners. Host David introduces a new monthly segment called "Ask the Professor," where he and his guest, Justin Chastain, will dive deeply into various financial products and concepts. Justin, who is also a…

In this episode of the Weekly Wealth Podcast, Certified Financial Planner(tm) David Chudyk discusses the psychology behind financial decision-making, focusing on whether individuals are more motivated by the fear of losing or the desire to win. David explores how these motivations can impact financial behavior, while emphasizing the importance of u…

In this episode of the Weekly Wealth Podcast, David Chudyk delves into the psychology behind financial motivation. He begins by asking listeners whether they are more driven by the fear of losing or the desire to win, relating this to financial goals versus financial fears. Drawing parallels with sports legends like Michael Jordan and Serena Willia…

In this episode of the Weekly Wealth podcast, certified financial planner David addresses the current stock market volatility and its impact on investors. He discusses the recent significant downturns in major indices, including the Dow Jones, Nasdaq, and S&P 500, emphasizing the importance of assessing personal risk tolerance and time horizons whe…

Let's talk about what our children should be learning about MONEY and success in school and at home. Our decisions compound for us (or against us) every day. Small decisions and actions play a large role in determining our long term successes. Financial literacy. We are all paid based on how easy it is to replace us. We must consider earning potent…

David, a seasoned certified financial planner at Parallel Financial, and Anna, an associate financial advisor, engage in a dynamic dialogue about their professional ethos and the pivotal role of client relationships in their practice. David eloquently articulates Parallel Financial's commitment to personalized financial strategies tailored to diver…

In this episode of the Weekly Wealth podcast, host David Chudyk, a certified financial planner with Parallel Financial, engages in an insightful discussion with his colleague, Justin Chastain. They delve into the essence of comprehensive financial planning, emphasizing that it's more than just numbers and investments. Justin shares his journey of b…

Take the VALUEBUILDER SCORE www.weeklywealthpodcast.com/valuebuilderscore Email [email protected] with your questions. Schedule your time to meet with David www.calendly.com/davidpf In this episode of the Weekly Wealth Podcast, host David, a certified financial planner, emphasizes the importance of business owners not neglecting their bus…

Financial Independence – What It Means and How to Achieve It. In this episode of the Weekly Wealth Podcast, Certified Financial Planner David discusses financial independence, tying it to the spirit of Independence Day. Recorded during the week of July 4th, 2024, David explores strategies and common pitfalls that can either aid or hinder one's jour…

CHOOSE YOUR HARD With regards to your money and other important areas in life, it is important to make the hard decisions now and do the hard things now. There is a good chance, that by doing the hard things now, your life will be better in the future. What are some of the HARD decisions that you need to make today? What are some of the HARD things…

What key factors and resources are important for planning long-term elder care? In this episode, the discussion between David and Linda, an experienced elder care advisor specializing in helping families navigate the complexities of senior living. She offers personalized guidance in finding suitable independent, assisted, and memory care communitie…

1.Diversification - We all know that it is important to spread our risk among many holdings, asset classes, income sources, etc. 2.Use a disciplined process to “buy low/sell high”. 3.Understand that not all of your holdings will be winners. 4.Take distributions from a “BUFFER ASSET” when markets are down. This will give time for your account to ful…

How Can High Income Individuals Optimize Their Taxes? In this episode of The Weekly World podcast, host David welcomes Ralph Estep, a financial professional and fellow podcaster, to discuss strategies for optimizing taxes, particularly for high-income individuals. Ralph shares twelve insightful tax tips, ranging from maximizing retirement account c…

Strongly Held Opinion #1: You Must Decide Duration: 00:00:22 - 00:02:52 David Chudyk emphasizes the importance of making the choice to be financially successful. Key point: "Income minus expenses must be greater than zero." He stresses the necessity of consistently spending less than what is earned. Examples are given to illustrate how increased in…

Amber Reynolds of Five Pineapples Consulting (www.fivepineapplesconsulting.com) discusses how business owners can increase their wealth by: Providing a world class customer service experience and discussed the difference between customer service and customer experience. Scaling their businesses. Identifying their super powers. Reach out to Amber at…

Can money buy happiness? Can you name a problem, where money doesn't make the problem a bit smaller or less severe? In this episode, we discuss some areas where money can make a problem... a bit less of a problem. What do you think? Are these accurate? email [email protected] with your thoughts. Schedule your call with David Chudyk by cli…

Most people think that financial advisors simply help their clients to invest money. While that is a big part of the financial planning process, good financial advisors do much more. Some of the secret roles of your financial advisors are: Asking the right questions. Helping YOU to achieve your goals. Nudging your behaviors, if they are not alignin…