The Weekly Wealth Podcast

These are the major lessons that I learned or confirmed in 2023. What about you? What did you learn? 1.    Life is not always hard. 2.     Today’s results are from the seeds that we planted yesterday, last week, or even years ago. 3.     Choose your hard. 4.     Surround yourself with people who can lift...

Kellie Good of Blackstone Accounting explains: The S-Corp Election Details of the home office deduction The Augusta Rule Some benefits of hiring your children Kellie also discusses: Some changes to IRS guidelines and rules for 2024. To reach Kellie Good, visit her website at www.blackstoneaccounting.com or email her at Kelliegood@blackstoneaccounting.com To set a time to speak with David, visit Sc...

Rule # 1: NEVER LOSE MONEY Rule # 2: NEVER FORGET RULE # 1 We discuss how proper risk management in our lives can help us to reduce the chances of ever losing large amounts of our financial nest eggs due to losses that might have been covered by any number of types of insurance. Email David@parallelfinancial.com with any insurance/risk management questions. Be on the lookout for signup information...

With the end of the year quickly approaching, it is important to be purposeful with our finances. In this episode we discuss: tax loss harvesting having a Holiday spending plan retirement plan contributions reviewing tax withholdings reviewing FSA plan We also discuss the importance of developing a personal development plan and budget. This can include books, courses, conferences, mastermind group...

On this Thanksgiving 2023 episode of The Weekly Wealth Podcast, we talk about GRATITUDE and THANKFULNESS. Let's all commit to being Thankful all year, not just one Thursday in November.

In this episode, host David Chudyk welcomes Austin Erickson from John Hancock , Regional Vice President at John Hancock Retirement, to discuss the Secure Act 2.0. They aim to provide valuable information to help individuals and business owners make sound financial decisions. One of the main goals of the Secure Act 2.0 is to make retirement plans easier to access and set up. This applies to both bu...

In today's episode, we're diving deep into the topic of outsourcing personal activities and discussing how much your sanity is truly worth with Hannah Morgan Hannah believes that outsourcing can improve your financial situation and enhance your overall quality of life. We'll explore the pain points and tasks that many of us dislike, don't have time for, or simply struggle with. From paying bills t...

Welcome to this week's episode of the Weekly Wealth Podcast! I'm your host, David Chudyk, a certified financial planner with Parallel Financial. In today's episode, we will be discussing three common financial mistakes that even rich people make. Whether you're a seasoned investor or just getting started, this episode will provide valuable insights to help you avoid these pitfalls. Today we'll tal...

Today we have a very important topic to discuss: college planning . Joining us as our guest is Seth Greene, a renowned financial aid expert with over 24 years of experience. Seth shares valuable insights on college admissions, financial aid, and tax reduction strategies. He even reveals how he managed to cut the cost of tuition by a whopping $19,077 per year! But that's not all; Seth also tackles...

As an entrepreneur, academic, author, consultant, and teacher, Maria Kellis works with leaders in the corporate space. On a quest to bring the essence of energy and flow into the business world, while working on gaining profits with a purpose. Born and raised in Greece, Maria attained her 3 degrees from the prestigious MIT (Massachusetts Institute of Technology and MIT Sloan School of Management)...

Inflation fears are everywhere! Prices of food, gas, housing and all of the other items that we need on a daily basis are increasing. Learn how to combat inflation in your own personal life with THREE valuable tips. and remember... If you have ever wondered what it might be like to have me, personally as your financial advisor... schedule your 30 minute appointment at www.weeklywealthpodcast.com/c...

Dave Jackson began podcasting in 2005 and launched the School of Podcasting (schoolofpodcasting.com). His School of Podcasting show has over 3.3 million downloads. He has helped hundreds of people plan, launch, and grow their podcasts. He is the author of the book Profit from Your Podcast: Proven Strategies to Turn Listeners into a Livelihood, and is a featured speaker at events. In 2016 Dave join...

In continuing with our recent "back to school" theme, this week's episode focuses on THREE homework items: Take a financial (spending audit). Examine subscriptions/recurring charges and classify outflows as needs/wants. Take time to DREAM BIG! Dream about owning a beach house, paying off seemingly insurmountable debt, making large charitable contributions, or whatever else would bring purpose to y...

Three questions that financial advisors SHOULD be asking are: HOW ARE YOU? Financial health is very important, but as a financial advisor, I believe that financial, spiritual, relational, physical, and mental health are all related. In many cases struggles in one of these areas could cause struggles in others. What do YOU want? Many financial advisors assume that their clients want to retire "as e...

At it's core, the Depp V Heard case is about defamation. In this episode, Attorney to the stars, Chris Melcher gives his unique perspective and shares his expertise on this case. The episode also speaks about what defamation IS and how you might handle a defamation lawsuit towards your business. "The biggest protection is not going to a lawyer, it is having your own content", states, Mr. Melcher a...

Why should you work with a Financial Advisor? If any of these scenarios apply to you, it could be a great idea to work with a Financial Advisor. You don't know what you don't know about your financial situation. You might have a basic lack of financial literacy or simply be unsure of if you are on the right track. You are either about to go through, are going through, or just went through a major...

If you are like me, you have children and you want them to be financially successful and have minimal financial stress. This episode talks about some ideas that schools should implement into their curriculums and, if they don't then parents should teach their children these concepts. 1. Personal accountability - we have a lot more control over our financial successes (and failures) than we mig...

As a pioneer in the field of therapy and mental health, Thomas I. Castro has played a significant role in countless lives, equipping people with invaluable tools to navigate life's challenges and discover their fullest potential. Through the innovative platform of Shine Campus, Thomas has ingeniously crafted a gym for emotional and mental health, providing a space for emotional and mental deve...

Segment # 1: How can you DE-RISK your retirement portfolio? Segment # 2: Charitable giving methods Segment # 3: What are some ways that you might end up exitting your business? To schedule your appointment with David Chudyk, go to www.weeklywealthpodcast.com/contact To get your ValueBuilder Score, go to www.allofmyassets.com/value-builder-score

SEGMENT 1: Have you noticed that your all of your insurance premiums are increasing? Perhaps you are in an area of the country where many major insurers are no longer writing insurance policies? Segment 1 of this episode talks about the STATE of the insurance industry. SEGMENT 2: Many listeners have 2 assets that do NOT get the attention that they deserve. The first can be a 401k plan. These typic...

For more than two decades, master money coach Mikelann Valterra, MA, AFC®, has helped women transform their relationship to money. A highly respected expert in financial psychology, she has written and spoken extensively on powerful, practical ways to reduce money anxiety as well as effective methods for earning, saving, reducing debt, and managing money. Mikelann has been quoted in national publi...

Let's talk about: A quote that might lead to some new investment and financial planning philosophies for you. Some items to keep in mind when considering a Roth Conversion (can you say IRMAA?) Events that can cripple you from a financial standpoint. Don't forget to email david@parallelfinancial.com with any questions and also click on www.weeklywealthpodcast.com/contact to schedule time to...

Carla Tutus is a fractional CFO who helps business owners to: 1. Understand their cash flows. 2. Plan/forecast for uneven and seasonal revenue streams. 3. TRULY understand what expenses they can afford and what expenses they can not afford. 4. Develop pricing strategies for their businesses that allow them to be profitable. This is an incredibly insightful episode for the small business owners of...

Cary Smalley is a lifelong Kansas Citian and, is a licensed attorney Kansas, and has been in practice for 17 years. In this episode, we speak about the legal documents and estate planning topics that you and your loved ones should be discussing with your attorney. These include: 1. Wills 2. Powers of attorneys 3. Healthcare directive 4. Trusts To reach Mr. Smalley, please visit his website at www....

South Carolina Attorney, Michael Bagwell discusses: 1. The importance of title searches during real estate transactions 2. The importance of title insurance in real estate transactions. 3. Some of the most common mistakes that sellers and purchasers make when buying and selling real estate. To contact Mr. Bagwell or to view his firm's social media sites, go to: email: michael@bkrlaw.net instag...