The Weekly Wealth Podcast

What if the biggest financial move you make in 2026 isn’t a Roth conversion or an investment pick—but fixing your marketing? In the first episode of 2026 , Certified Financial Planner™ David Chudyk sits down with marketing strategist Katie Brinkley to unpack practical, non-cringey marketing strategies that business owners can implement right now —without dancing on TikTok or posting 42 times a wee...

Welcome to the first episode of 2026. In this episode of The Weekly Wealth Podcast, Certified Financial Planner™ David Chudyk shares 25 powerful lessons from 2025—lessons learned from working closely with business owners, high earners, and high‑net‑worth families. These lessons span three critical areas: • Business ownership & leadership • Personal finance & investing • Life, health, and p...

📄 Episode Description The days after Christmas often bring a rare and beautiful pause—less noise, fewer obligations, and space to breathe. In this special abbreviated episode of The Weekly Wealth Podcast , Certified Financial Planner™ David Chudyk invites listeners to step away from budgets, to-do lists, and financial strategies to reflect on a different kind of wealth. This episode explores the...

📌 Episode Overview When people hear “investing,” they often think about hot stocks, market predictions, or timing the next big move. In this episode of The Weekly Wealth Podcast , Certified Financial Planner David Chudyk breaks down what truly matters: how your portfolio is structured, balanced, and managed over time . This episode isn’t about what to buy—it’s about why you own what you own , how...

Episode Summary In this holiday-inspired episode, David Chudyk shares 10 meaningful financial “gifts” your future self will be grateful for in 2026 and beyond. These gifts aren’t wrapped under a tree—they’re intentional decisions that build clarity, confidence, stability, and long-term wealth. This episode is designed for anyone looking to step into the new year with better habits, smarter plannin...

📘 Show Notes: 26 Big Decisions for Wealth Growth Episode Title: 26 Big Decisions for Wealth Growth Host: David Chudyk, CFP® Podcast: The Weekly Wealth Podcast 🔥 Episode Overview In this episode, David breaks down 26 powerful “big decisions” that can dramatically impact your wealth, business, lifestyle, and long-term financial freedom. Instead of tackling everything at once, David challenges list...

In this special Thanksgiving edition, David brings a little humor (and a questionable turkey sound effect) to kick off a heartfelt conversation about gratitude—why it matters, how it affects our lives, and why focusing on the good can be one of the most powerful wealth-building mindsets we can adopt. 🌟 Why Gratitude Matters David explores three big reasons gratitude is more than just a nice idea:...

📘 Show Notes: Episode 243 7 Wealth Leaks Silently Draining High-Earning Entrepreneurs In this week’s episode of The Weekly Wealth Podcast , Certified Financial Planner David Chudyk breaks down seven of the biggest hidden money leaks he sees among high-earning entrepreneurs and business owners. These leaks are subtle, easy to overlook, and can quietly cost thousands each year — but the good news i...

🎙️ Episode Title: Boosting Your Business Valuation for Sale Podcast: The Weekly Wealth Podcast Host: David Chudyk, CFP® 💡 Episode Overview In this episode, Certified Financial Planner™ David Chudyk shares practical strategies to increase the value of your business — whether you plan to sell soon or simply want to build a stronger, more profitable company. From leadership pitfalls to recurring rev...

🎙 Episode Title: The Biggest Wealth Tool: You? Podcast: The Weekly Wealth Podcast Host: David Chudyk, CFP® Duration: ~15 minutes 💡 Episode Summary In this episode, Certified Financial Planner™ David Chudyk reveals what he believes is the biggest wealth-building—and wealth-destroying—tool you have : your mind . David explores how mindset, habits, and self-talk directly influence financial outcomes...

👻 Episode Summary In this special Halloween edition, David explores some of the scariest financial mistakes people make — from ignoring their 401(k)s to neglecting estate planning and assuming their business will fund retirement. He also shares tips to avoid these “financial frights” and offers resources to help you make smarter money decisions. 🧟‍♂️ Key Takeaways Don’t drift with your 401(k): R...

In this episode of The Weekly Wealth Podcast , Certified Financial Planner ™ David Chudyk sits down with referral expert and author Stacey Brown Randall to uncover the secrets behind a truly referable client experience . Stacey explains why great service isn’t enough , how to turn everyday clients into raving referral sources , and why asking for referrals can actually hurt your business . Whether...

🏛️ Episode Overview In this episode of The Weekly Wealth Podcast , host David Chudyk, CFP® , sits down with Gordon Short of GBX Group to explore an incredible — and legal — tax strategy that allows high-income earners to use their federal tax liability to invest in historic real estate . If you’ve ever wondered whether your tax dollars could do something more — like restore America’s historic arch...

💡 Episode Summary In this week’s Ask the Professor edition of The Weekly Wealth Podcast , host David Chudyk, CFP® , sits down with financial educator and colleague Justin Chastain (“The Professor”) to unpack key tax planning concepts that impact retirement, Social Security, and business owners. Justin—who teaches future CFP® professionals through Dalton Education—shares his trademark mix of deep...

In this week’s episode of The Weekly Wealth Podcast , David sits down with Mark Weithorn , a marketing expert turned tech entrepreneur who has spent the last 21 years running a successful web design and CRM company for realtors . From navigating industry disruptions to preparing employees for entrepreneurship to adopting AI responsibly, this conversation is full of lessons every business owner can...

Episode Overview Your business is likely your biggest asset—but are you treating it like one? In this week’s episode of The Weekly Wealth Podcast , Certified Financial Planner™ David Chudyk breaks down the eight key drivers of company value that make your business more attractive, sellable, and profitable. Whether you’re years away from selling or just want to build a business that runs smoothly w...

Too many people assume maxing out a 401k is always the smartest move. But what if it isn’t? In this episode, Certified Financial Planner™ David Chudyk breaks down three common financial mistakes he sees in his wealth management practice: Over-contributing to 401(k) plans without thinking about liquidity. Misunderstanding risk — either by avoiding it completely or chasing unrealistic returns. Blurr...

Your home is often one of your largest assets—but how do you actually use that equity to improve your lifestyle, reduce financial stress, or create a safety net? In this week’s episode, host David Chudyk, CFP® , is joined by Archie Johnson of Mutual of Omaha Mortgage to explore how retirees and high earners can strategically access their home’s equity. They break down how tools like the Home Equit...

Email david@parallelfinancial.com with your questions. Don't forget to schedule your 10-minute vision call www.weeklywealthpodcast.com/vision Episode Summary It’s football season, and Certified Financial Planner™ David Chudyk is drawing play-by-play lessons from the field to your financial life. Just like championships aren’t won on Saturdays or Sundays but in the preparation during the week, your...

Schedule your TEN-MINUTE VISION CALL www.weeklywealthpodcast.com/vision Email david@parallelfinancial.com with any questions 🎙️ Episode Overview In this episode, host David Chudyk, CFP® , kicks off the Fall Webinar Series with a powerful conversation with Greg Towner , Chief Investment Officer at Parallel Financial. Together, they dive deep into the guiding principles of portfolio management and t...

👉 Connect with us on social media for more wealth-building tips: 📸 Instagram: @weeklywealthpodcast 👍 Facebook: Weekly Wealth Podcast Community 🌐 Website: www.weeklywealthpodcast.com It’s that time of year again—back to school season! And while our kids are busy hitting the books, many of them are missing out on some of the most important lessons of all: how to handle money. In this week’s epis...

As always, email david@parallelfinancial.com with any questions! Thank you so much for listening to this episode. PLEASE tell a friend about it. Free Tools for Individuals Debt Snowball Calculator Personal Balance Sheet Generator Personalized Risk Number 10-Minute Vision Call with David Free Tools for Business Owners Value Builder Score Assessment PreScore™ – Personal Readiness to Exit Freedom Poi...

Contact David via email david@parallelfinancial.com Get your VALUE BUILDER SCORE www.weeklywealthpodcast.com/valuebuilderscore Schedule your 10-minute VISION CALL In this episode of The Weekly Wealth Podcast , host and Certified Financial Planner David Chudyk welcomes personal development author and mindset coach Kam Knight to dive deep into the psychology of self-worth, resistance, internal dialo...

🔗 Resources and Links: 10-Minute Wealth Vision Call: WeeklyWealthPodcast.com/vision – Quick, no-pressure financial clarity session. Business Value Builder Score: WeeklyWealthPodcast.com/valuebuilder – Find out how sellable your business is and how to increase its value. Join the Conversation: Weekly Wealth Podcast Facebook Group – Share your thoughts and get accountability on updating your estate...

Don't forget to share this episode with a friend, family member, colleague, or co-worker. Learn more about David by listening to episode 215: Who is David Chudyk and what does he do? <-- Click here to listen! In this powerful episode of The Weekly Wealth Podcast , Certified Financial Planner David Chudyk pulls back the curtain on why traditional budgeting advice often fails —and how a smarter,...