PODCAST

The Weekly Wealth Podcast

David Chudyk

Exploring the Mindsets, Tactics, and Strategies to help you to build and maintain wealth.

business investing

All Episodes

21:20

Think Before You Click: Navigating Financial Advice...

The Weekly Wealth Podcast ·

2025/01/31

Email david@parallelfinancial.comDon't forget to visit www.weeklywealthpodcast.comJoin our FACEBOOK GROUPSchedule your time with David at www.calendly.com/davidpfTakeaways: 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. 401(k) plans can be beneficial, especially with employer matches and Roth options available. Not all financial advice is suitable for everyone; it's

22:14

Ep 202...The Wealth Blueprint: Advanced Techniques...

The Weekly Wealth Podcast ·

2025/01/24

Email david@parallelfinancial.com 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 savings. Utilizing 1031 exchanges allows for deferring capital gains taxes on real estate investments. Cost segregation studies can accelerate depreciation

20:53

Ep 201: High Net Worth Financial Fundamentals

The Weekly Wealth Podcast ·

2025/01/17

Contact David via email david@parallelfinancial.com 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 tolerance is essential for aligning your portfolio with your goals. Consistently reviewing your insurance coverage helps protect your financial assets from

18:47

Ep 200: Behind the Microphone: My Story and the...

The Weekly Wealth Podcast ·

2025/01/10

Email DAVID@Parallelfinancial.com with any questions or suggestions for topics.www.weeklywealthpodcast.comwww.weeklywealthpodcast.com/valuebuilderscoreMAIN 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 representative to wealth management professional. The podcast aims to help mass affluent individuals improve their financial lives and understanding. David discusses

16:26

Unlocking Success in 2025: Ditch Resolutions for Real...

The Weekly Wealth Podcast ·

2025/01/03

Email DAVID@PARALLELFINANCIAL.COM with any questionsVisit www.weeklywealthpodcast.com/endgame to get your FREE copy of the book END GAME.Leave your comments or questions at www.weeklywealthpodcast.com/voicemaiTakeaways: New Year's resolutions often fail, with 80% abandoned by mid-February each year. Instead of resolutions, consider identity changes that align with your financial goals. To achieve financial success, focus on daily habits rather than just on end goals. Building wealth requires a

18:45

24 Lessons Learned in 2024: A Year-End Reflection

The Weekly Wealth Podcast ·

2024/12/20

Make sure to visit www.weeklywealthpodcast.com Email David@parallelfinancial.com Leave a message or comment at www.weeklywealthpodcast.com/voicemailAs 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 importance of maintaining a long-term perspective on finances and the necessity of having financial margins to reduce stress. Join me as we delve into these

18:03

Ep 197: Maximize Your Wealth: Year-End Financial...

The Weekly Wealth Podcast ·

2024/12/13

Year-End Financial Planning for High Net Worth IndividualsIn 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 conversions, charitable giving, asset allocation reviews, business expense preparations, and end-of-year financial checks. Additionally, David emphasizes the

11:49

Thanksgiving Reflections: What We're Grateful For in...

The Weekly Wealth Podcast ·

2024/11/28

Don't forget to visit www.weeklywealthpodcast.comEmail David at david@parallelfinancial.comHave 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, improved health, and the accomplishments of his children. To deepen the theme of thankfulness, David invites friends, colleagues, and clients to share what

15:33

Episode 195 - Financial Faux Pas: 7 Steps to Ensure...

The Weekly Wealth Podcast ·

2024/11/22

Emaildavid@parallelfinancial.comwith any questionsFollow us onInstagram!Like us onFacebook!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 your career, surrounding yourself with financially struggling friends, and succumbing to lifestyle creep as your income increases. The discussion emphasizes the

32:00

Episode 194: Bankruptcy Unveiled: Debunking Myths...

The Weekly Wealth Podcast ·

2024/11/15

Emaildavid@parallelfinancial.comwith any questionsFollow us onInstagram!Like us onFacebook!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 addressing the misconceptions that plague public perception of bankruptcy, arguing that it is a necessary tool for many who face overwhelming debt due to unforeseen

17:33

Episode 193: Unlocking Financial Success: 3...

The Weekly Wealth Podcast ·

2024/11/08

Emaildavid@parallelfinancial.comwith any questionsFollow us onInstagram!Like us onFacebook!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 power of three key financial concepts that can reshape your approach to money. The first concept is 'abundance,' which encourages listeners to adopt a mindset that

21:13

Ep: 192 Unlocking the Secrets of Net Unrealized...

The Weekly Wealth Podcast ·

2024/11/01

Email david@parallelfinancial.com orJustin@parallelfinancial.comDon't forget to visit www.weeklywealthpodcast.comCLICK 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 with financial planner Justin Chastain. NUA represents the unrealized gains from employer stock within retirement accounts and can significantly affect the

32:26

Episode 191: Money Matters: Building Trust and...

The Weekly Wealth Podcast ·

2024/10/25

Emaildavid@parallelfinancial.comwith any questionsFollow us onInstagram!Like us onFacebook!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 discuss the importance of understanding each partner's relationship with money, shaped by their upbringing and past experiences. Adam emphasizes that financial

27:37

Episode #190: The Truth About Tax Credits: Are They...

The Weekly Wealth Podcast ·

2024/10/18

Emaildavid@parallelfinancial.comwith any questionsFollow us onInstagram!Like us onFacebook!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 tax attorney turned tax credit expert, who explains the legitimacy and benefits of these credits. Listeners will learn about various types of tax credits

32:55

Are You Stuck in a Dead-End Job? Tips for Making the...

The Weekly Wealth Podcast ·

2024/10/11

Email david@parallelfinancial.com with any questionsFollow 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 transformation and offers valuable insights on how to break free from the golden handcuffs that keep many high-achieving women tethered to their unfulfilling careers. We

08:40

Disaster-Proof Your Finances: Lessons from Hurricane...

The Weekly Wealth Podcast ·

2024/10/04

As always, email david@parallelfinancial.com with any questions.Schedule a ChatHurricane 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 coverage, including homeowners, renters, and auto policies, to ensure adequate protection against floods and other natural disasters. David also highlights the

15:07

Ep 187: The Safety net that you need, but probably...

The Weekly Wealth Podcast ·

2024/09/27

Schedule a Chat (weeklywealthpodcast.com)Email your questions to DAVID@PARALLELFINANCIAL.COM 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.

20:45

Ep 186: The insurance industry is a dumpster fire...

The Weekly Wealth Podcast ·

2024/09/20

Email david@parallelfinancial.com with any questions.Download the e-book ENDGAME at www.weeklywealthpodcast.com/endgameCLICK 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 jessica@cfsig.netIn this episode of the Weekly Wealth Podcast, David Chudyk dives into the rising costs of home and auto insurance rates.Many people are shocked by the steep increases in their insurance bills and points out how important, yet

17:46

Ep 185: You MUST know these answers

The Weekly Wealth Podcast ·

2024/09/13

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 perspectives on money, including its role in providing security, freedom, and power, as well as the importance of teaching positive financial habits like

26:11

Ep 184: Ask the Professor...

The Weekly Wealth Podcast ·

2024/09/06

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 financial advisor and educator, discusses the Solo 401(k) plan, highlighting its unique benefits for those who are self-employed or own a small business

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