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

21:13

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

20:01

Ep 183: Financial goals and the HACKS that can help...

The Weekly Wealth Podcast ·

2024/08/30

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 understanding your own mindset when setting and achieving financial goals. He also highlights the role of positive reinforcement, like the dopamine release

21:17

Ep 182: Do you love winning or hate losing (your money)?

The Weekly Wealth Podcast ·

2024/08/23

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 Williams, David explores how different motivations can influence our financial decisions. He discusses the importance of recognizing these motivations in

22:51

EP 181: Emergency Stock Market Volatility Episode

The Weekly Wealth Podcast ·

2024/08/09

In this episode of the Weekly Wealth podcast, certified financial planner David addresses the currentstock market volatility and its impact on investors. He discusses the recent significant downturns in majorindices, including the Dow Jones, Nasdaq, and S&P 500, emphasizing the importance of assessingpersonal risk tolerance and time horizons when managing investment portfolios. David highlights theconcept of a "buffer asset"—maintaining adequate cash reserves to weather market downturns

17:57

EP 180: Money 101: Lessons Schools Shouldn't Skip

The Weekly Wealth Podcast ·

2024/08/02

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 potential when deciding on our career and education paths.Settling for mediocrity will result in mediocre results.Don't forget to contact David Chudyk with any of

31:48

Ep 179: Decoding the Language of Money

The Weekly Wealth Podcast ·

2024/07/26

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 diverse client needs, ranging from business owners to retirees. He emphasizes the importance of listening attentively to clients' aspirations and concerns,

33:10

Ep 178: Justin Chastain... The Financial Planning...

The Weekly Wealth Podcast ·

2024/07/19

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 becoming a CFP, highlighting the importance of investing in self-worth to better serve clients. They also discuss the multifaceted nature of financial

17:03

Ep 177: You might be the problem with your biggest...

The Weekly Wealth Podcast ·

2024/07/12

Take the VALUEBUILDER SCORE www.weeklywealthpodcast.com/valuebuilderscoreEmail david@parallelfinancial.com 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 business as a major asset. He discusses how business owners often focus on increasing the value of their IRAs and brokerage accounts but overlook strategies

16:56

Ep 176: Financial independence - What it means and...

The Weekly Wealth Podcast ·

2024/07/04

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 journey towards true financial freedom, especially for high net worth and mass affluent listeners. David begins by defining financial independence as the

13:16

Ep 175: What you should do about nvidia (nvda) and...

The Weekly Wealth Podcast ·

2024/06/28

CHOOSE YOUR HARDWith 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 that you need to do today? In what ways is your life HARD now, but you know it would have been easier if you had done some HARD things in the

28:03

Ep 174: Care Continuum: Understanding Long-Term Care...

The Weekly Wealth Podcast ·

2024/06/21

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 communities, ensuring the best fit based on clients' needs and budgets. Her services are typically free, as fees are covered by the communities,she focuses on the

17:47

Ep 173: Strategies for reducing portfolio risk

The Weekly Wealth Podcast ·

2024/06/14

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 fully or partially recover losses.5.Hedging Strategies - (DIY for these is not recommended). Options, futures, etc.6.Avoid Panic Selling - there are times

255 results

The Weekly Wealth Podcast

All Episodes

Similar Podcasts

TaxTalent.com The Golden Rule Podcast

Adam Golden

TaxTalent.com Podcast

Tony Santiago

Handelsblatt Crime - spannende Streitfälle der deutschen Wirtschaft

Ina Karabasz, Solveig Gode, Sönke Iwersen

Deffner und Zschäpitz – Der Wirtschafts-Talk von WELT

WELT

Black Box - La scatola nera della finanza

Guido Brera e Gian Luca Comandini -...