The Weekly Wealth Podcast

Jordan Roberts discusses the benefits of the SECURE ACT 2.0 both for business owners and individuals. For questions or any additional information about the SECURE ACT 2.0, email [email protected] Jordan has a wealth of knowledge in the financial planning and estate planning fields. If you are a business owner, take your valuebuilder score at www.allofmyassets.com/value-builder-score or simply visit www.allofmyassets.com to learn more about how to increase the value of your business. Schedule time to speak with David by visiting www.calendly.com/davidpf

Laura Ferguson and David Chudyk have a fascinating conversation about how business owners can: - Increase the value of their business. - Decrease the business's dependency on the owner for day-to-day operations. - Sell their companies for higher multiples (whether it be seller's discretionary earnings, EBITDA, or another measure) than companies that have lower value builder scores. Some of the valuable tools that we discussed were: https://www.allofmyassets.com/value-builder-score https://www.allofmyassets.com/freedomscore https://www.allofmyassets.com/prescore Also.... these are some EBOOKS that most business owners will find to be valuable: https://www.allofmyassets.com/the-owners-metric-ebook https://www.allofmyassets.com/the-four-degrees-of-delegation-ebook https://www.allofmyassets.com/the-definitive-guide-to-sops-ebook https://www.allofmyassets.com/the-overlooked-owner-ebook https://www.allofmyassets.com/the-rainmakers-dilemma-ebook https://www.allofmyassets.com/the-freedom-point-ebook https://www.allofmyassets.com/the-exit-checklist-ebook https://www.allofmyassets.com/the-productize-ebook https://www.allofmyassets.com/the-famous-or-rich-ebook https://www.allofmyassets.com/the-reinvent-yourself-ebook As always, email [email protected] with any questions about any financial issues that are keeping YOU up at night.

In this episode, we discuss: 1.  What working capital is. 2. Why it is so important for business owners and leaders to have a solid understanding of their working capital. 3. When working capital issues should be addressed. Make sure to visit Home - Blue Sky Business Resources (blueskyadvisors.net and you can reach Joe Milam via email at [email protected] or by calling 864 221-9335 For all of the money issues that might be keeping you up at night, make sure to email [email protected] and visit www.allofmyassets.com  and don't forget to take you PRESCORE assessment at www.allofmyassets.com/prescore

Naadir was born in South Africa in 1997 and moved to America when he was 2 years old. His family moved throughout the South East until High School where he then called Greenville home. Finance and money has always been an interest to him, and going through the 2008 recession at such an impressionable age made him seek a better understanding of finance. He attended Clemson University and graduated with a degree in financial management in 2020 and would join Parallel Financial as an advisor in the following year. To reach Naadir, email [email protected] and also check him out on LINKEDIN and even TIKTOK  If you are a business owner, make sure to take your VALUEBUILDER ASSESSMENT by clicking https://www.allofmyassets.com/value-builder-score and also check out the FREE E-BOOK by clicking https://www.allofmyassets.com/the-freedom-point-ebook   This book gives great insight that can help you to determine if you are close the being at YOUR Freedom point and being able to sell your busines. David can be reached at [email protected] or you can even schedule an appointment at www.calendly.com/davidpf

In this episode, David and Tara Stand talk about how business owners and managers can be more effective and LESS productive.  This is a fascinating discussion on business effectiveness and profitability.  As a business leader, have you considered that being PRODUCTIVE is actually a bad thing? TO LEARN MORE ABOUT THE LOVE YOUR BUSINESS SUMMIT AND TO SIGN UP FOR THE EVENT PLEASE GO TO: http://bit.ly/3j5Oztc Don't forget that David Chudyk is always available for the financial questions/issues that are keeping you up at night. Contact him via email [email protected] Visit www.allofmyassets.com to learn more about how to increase the value of your BUSINESS

Small business owners struggle to: 1. Compete with the benefits packages of larger companies. 2. Afford health insurance coverage for their team. 3. Manage the employee experience 4. Protect their interests from a human resource standpoint. If you are interested in being introduced to Shawna Smith or her team at QUESTCO, email [email protected] To learn more about how to increase the value of your business so that you can sell it for a higher multiple when you are ready to sell OR simply have an easier and more profitable life today, visit www.allofmyassets.com If there is anything keeping you up at night with regards to your money, email [email protected]  Don't forget to follow us on TikTok 

Do you know: 1. What would happen to your loved ones, from a financial standpoint, if you die? Do you know if your property will go through probate? Do you know if your assets can be attacked by creditors? 2. What should your money do for you? What are your financial goals and WHY are they your financial goals? 3. If you are a business owner, what are the ways that you can increase the value of your business? As always, email [email protected] with any questions and don't forget to check out www.allofmyassets.com

During his collegiate basketball playing days and then during his time as a basketball performance coach, Alan Stein Jr., has learned that the secret to achieving greatness happens during the "unseen hours". Now, as a keynote speaker, Alan works with organizations to help them to achieve "more" and to move the needle towards their potential for greatness. To learn more, visit www.alansteinjr.com , www.strongerteam.com and make sure to connect with Mr. Stein on Linkedin For all of your financial questions, email [email protected] To get your PRESCORE visit www.allofmyassets.com/prescore All previous episodes of The Weekly Wealth Podcast can be found at www.weeklywealthpodcast.com To learn how to build the VALUE of your business, visit www.allofmyassets.com

As a buyer's agent in the Myrtle Beach, South Carolina market Vicki Durkin walks her clients through the entire home-buying process.  In this episode we discuss: 1. Why a buyer's agent is important. 2. The costs associated with buyer's agents. 3. The difference between a buyer's agent and a seller's agent. 4. Some common mistakes that a good buyer's agent can help you to avoid when purchasing a property. Vicki Durkin can be reached via email at [email protected] and you can visit her website at www.vicki.ryankorrosteam.com Don't forget to email [email protected] with any questions  Visit www.weeklywealthpodcast.com for all past episodes if you are a business owner visit www.allofmyassets.com to learn more about how to build the value of YOUR business.

Corbin Cook is a Fractional CFO, owner of a bookkeeping firm, and a Certified Value Builder Advisor. In this episode, David and Corbin discuss: 1. Why book keeping and accurate financial numbers are crucial to your business today AND when you start the selling process. 2. Simple steps that you can take that will help you to sell your business for a higher multiple when you are ready to sell. 3. The types of activities that business owners should get off of their own plates. To learn more about Corbin and his company, visit www.smbstrategyconsultants.com Dont' forget to visit www.allofmyassets.com and www.weeklywealthpodcast.com Email [email protected] with any of your financial questions or visit www.calendly.com/davidpf To get your ValueBuilder Score, CLICK HERE

The Labor Lawyer, Ryan Stygar discusses: 1. How to NOT get sued as an employer. 2. Commonly mis-used employment related terms. 3. Proper handling of tips 4. Salary vs. Salaried exempt vs. hourly guidelines. Ryan is a TIK TOK sensation and can be found @attorneyryan To contact Ryan or learn more about him and his practice CLICK HERE Make sure to email [email protected] with any of your financial questions Don't forget to visit www.allofmyassets.com and www.weeklywealthpodcast.com You can get your ValueBuilder Score by going to www.allofmyassets.com/value-builder-score

Michael DiJoseph, CFA works with financial advisors to help them to properly bring value and coach their clients. In this fascinating discussion, Mr. DiJoseph talks about: 1. The influence of politics on the markets. 2. How to THINK about large portfolio losses. 3. The importance of planning for goals, as opposed to, simply attempting to receive the highest possible rate of return in an investment portfolio. Email [email protected] with your financial questions or visit www.calendly.com/davidpf to book your consultation If you are a business owner, make sure to take your FREEDOM SCORE by going to www.allofmyassets.com/freedomscore and visit www.allofmyassets.com to learn how to increase the value of your business Visit www.weeklywealthpodcast.com to view all past episodes.

Cary Duke talks about simple strategies to make your business more visible on Google.   Cary's website is adstrategies.co and he can also be reached on Linkedin www.linkedin.com/in/caryduke/  Don't forget to check out: www.allofmyassets.com  www.allofmyassets.com/freedomscore  www.weeklywealthpodcast.com  and  email [email protected] with any questions

Matt Cavanaugh and Tim Winfrey have decades of experience in the many areas of the real estate industry.  They have also teamed up to form The Freedom Chasers Podcast where they talk with agents, investors, and other professionals that can help their listeners to build wealth in the real estate industry. Check out their show on APPLE PODCASTS, YOUTUBE, or join The Freedom Chasers Real Estate Sales and Investing Group on Facebook To reach David Chudyk, CFP(r) about any of your financial concerns that are keeping you up at night, email [email protected]  and visit www.weeklywealthpodcast.com  for past episodes.  If you are a business owner and you have even thought about selling your business, check out my website www.allofmyassets.com

If you are like many business owners, you have poured your heart and soul into your business but you have also neglected your own personal finances.  In this episode, we discuss how to get the B A S I C S of your personal finances in shape and also how to optimize the potential sale price of your business. Vist www.allofmyassets.com to learn more or CLICK HERE to take get your PRE-SCORE which can give an indication of how ready you are to sell your business. As always, email [email protected] with any questions or financial concerns that are keeping you up at night.

After a successful corporate career in many leadership positions, Mike Ungar began a coaching practice. Mike believes that we, as entrepreneurs and leaders, can have better lives by working with a business coach. www.michaelungar.focalpointcoaching.com <-------- click to visit Mike's website and to get YOUR business growth score. With any financial related questions, email [email protected] Get your VALUE BUILDER SCORE Value Builder Score | All of Your Assets | South Carolina (allofmyassets.com) Get your FREEDOM SCORE Your Freedom Score | All of Your Assets | South Carolina (allofmyassets.com)

In this episode we describe the various methods of charitable giving. To ask your questions about this or any other financial planning topic, email [email protected]  Make sure to visit www.weeklywealthpodcast.com and www.allofmyassets.com 

"I can find any business $100,000 or more in less than 45 minutes... guaranteed", Howard Wolpoff If you are like many business owners, you are highly skilled with regard to your trade, but you struggle with a marketing message and lead nurturing program.  Howard Wolpoff HELPS business owners to develop a MARKET DOMINATING POSITIONS. CLICK HERE to learn more about Howard and his processes  As always, David Chudyk, CFP(r) is available for those money related questions that are keeping you up at night by emailing [email protected] If you are a business owner, visit www.allofmyassets.com/value-builder-score or simply visit www.allofmyassets.com to learn more about increasing the value of your business.

Doug Mitchell is an entrepreneur, podcaster, speaker, coach, father, and husband who has built successful sales organizations.  In this episode we discuss: 1. Why core values are important. 2. What can a business leader do when "no one wants to work" 3. How to empower a sales team to achieve their goals. To learn more about how Doug can help you, visit www.txbizdad.com To sign up for the UPSTATE SMALL BUSINESS CONFERENCE, visit www.upstatesbc.com As always David Chudyk can be reached via email [email protected] and don't forget to check out www.weeklywealthpodcast.com and www.allofmyassets.com

Pj Reilly has unique methods of buying and selling vacant land.   Whether you are interested in buying one piece of vacant land or learning how to grow your wealth through the buying AND selling of land, this episode could be for you. To learn more about his course, please visit www.landlifecourse.com and make sure to follow him on tiktok @pjreillyislandlife and check out his YOUTUBE Channel by CLICKING HERE Don't forget to check out David's new website www.allofmyassets.com to learn how to build the value of, what is probably your biggest asset, and that is your business itself.   To take your Valuebuilder score for YOUR business, CLICK HERE As always, David is always available for any of the money related questions that might be keeping you up at night.  [email protected]

Danielle Hayden of Kickstart Accounting, Inc helps to make business owners' lives easier and more profitable.  Through increasing efficiency, decreasing the time it takes to collect receivables, and being part of her clients' "financial team", Danielle and the Kickstart Accounting help business owners to run their businesses more efficiently and more profitably. Visit www.kickstartaccountinginc.com

To sign up to attend PHILLIP SESSIONS event in the upstate of SOUTH CAROLINA, make sure to go to www.upstatesbc.com and to book your complementary consultation with Phillip, please CLICK HERE. To learn more about David Chudyk visit www.weeklywealthpodcast.com and if you are a business owner, I would love your thoughts on our new website www.allofmyassets.com David Chudyk can be reached via email [email protected]

After her first business failed, Stacey Brown Randall had to come up with systems, methods, and processes to gain new clients.  In her first year of her new venture, she received 120 referrals. To learn more about how Stacey can help you to build your business through the power of referrals, please visit www.staceybrownrandall.com and make sure to take her REFERRAL NINJA QUIZ by clicking www.staceybrownrandall.com/quiz As always, email [email protected] with any of your money/financial planning related questions or click www.calendly.com/davidpf

Chris Melcher of Walzer, Melchel, and Yoda in Southern California represents high profile clients in divorce cases.  In this episode, we get his unique perspective on the #JohnnyDepp and #AmberHeard case and we discuss the PRACTICAL steps that your business can take if you are ever involved in a defamation case. For more information about Mr. Melcher, please visit www.walzermelcher.com CLICK HERE to download YOUR VALUE BUILDER SCORE FOR YOUR BUSINESS For any other financial issues that are keeping you up at night, email [email protected] linktr.ee/davidchudyk

So far in 2022, the major stock market indices are all down. Emotions are high and anxiety is strong.  In this episode, we talk about some of the action items you can take that can reduce your anxiety and even help you to come out of this downturn better than you were before it began. Email [email protected] or go to www.calendly.com/davidpf to set a time to discuss your portfolio CLICK HERE if you would like to get the VALUE BUILDER SCORE for your business CLICK HERE to download your FREE E-BOOK .... The Definitive Guide to Standard Operating Procedures CLICK HERE to download your FREE E-BOOK .... The 4 Degrees of Delegation

Do you talk to your prospects like they are dogs or kitty cats?  Find out which approach can lead to better relationships! Don't forget to download Nikki's FREE ebook by going to youralesmaven.com/week  Nikki can be found at: https://yoursalesmaven.com/ https://www.facebook.com/yoursalesmaven/ https://www.instagram.com/your_sales_maven/ https://www.linkedin.com/in/nicolerausch/ As always, David Chudyk, CFP(r) is available for any questions about your MONEY.  email [email protected] or visit www.calendly.com/davidpf linkt.ree/davidchudyk

Are you an entrepreneur that wears many hats?  Do you have the responsibility of leading your sales team but: -  don't do it effectively? -  don't have the time to do it at all? -  don't have the desire to lead your sales team? If you answer is yes or if your sales team's numbers are not where you would like, a FRACTIONAL SALES MANAGER could be for you To learn more about Will Traylor and his company, visit www.actionaxiom.com email him at [email protected], or call (303) 621-6032 As always... email [email protected] with any of your financial related questions linkt.ree.com/Davidchudyk

Ken Ruggiero is an Advisor with Conscious Capitalism and CEO and Chairman of Ascent, a student success company offering success programs and outcome-based education loans. Ken is extremely passionate about setting students up for success to earn higher ROI from their degree/careers and has funded programs like mentoring, micro-internships, and financial literacy programs provided for free to help students succeed. Visit Bright Futures Engine to find the numerous resources that Ken makes available and to learn more about Ascent.   --------------------------------------------------------------- Click here to watch an 11 minute video about how our firm manages investment risk. As always, if there is anything that is keeping you up at night with regards to your money or if you have a financial goal that you would like to discuss, email [email protected]

College planning, college selection, college funding, and even the decision TO go to college can impact the financial lives of students and parents for decades.  In this episode, Cozy Whittman of College Inside Track discusses: 1. What the FAFSFA is, when to fill it out, and other dispels other FAFSFA myths. 2. Some other methods by which to fund your college expenses. 3. Upcoming changes to the FAFSFA To discuss your child's educational goals visit Free Advice - College Inside Track As always, if there is anything keeping you up at night with regards to your personal and business finances, email [email protected] or visit www.calendly.com/davidpf. [email protected] or visit www.calendly.com/davidpf . 

In this episode we discuss some or the legal documents that many individuals should have in place as well as some of the basic legal issues that small business owners face. If you are in South Carolina, visit https://mjmlawsc.com to learn more about Mr. McDuff and his firm. As always email [email protected] for your consultation regarding any of the financial issues that are keeping you up at night. To watch an 11 minute video that describes how our firm manages risk CLICK HERE

Tiffany Phillips is a Certified Public Accountant who is proactive in tax PLANNING.  She works diligently with with her client to craft strategies that can help them to reduce their tax burdens. Visit Tiffanyphillipscpa.com to learn more about Tiffany and her practice. As always, email [email protected] with all of your financial related questions

Sarah Walton works primarily with women (although many of her principles work with men, as well) to help them to break through barriers, have more profitable businesses, and to define what success means to them. To connect with Sarah, visit www.sarahwalton.com.   Sarah's youtube channel has a WEALTH of FREE content that can help you to live out your passions Sarah Walton - YouTube  Don't forget to connect @thesarahwalton on Instagram As always, email [email protected] with your investment and financial planning questions. Don't forget to check out our newly updated website www.weeklywealthpodcast.com

In this episode, Realtor, Clifton Montgomery talks about the process of buying a rental home that can house your college student and provide rental income that can offset most or all of the costs of ownership. Clifton can be reached at  (803) 550-0356  Follow him on Instagram @cliftonyourfavoriteagent and via email [email protected] As always, email [email protected] with any financial questions or visit www.calendly.com/davidpf to set an appointment

Dr. J discusses some of the common sense methods to reduce or even eliminate chronic illnesses. To learn more about Dr. J and to connect with her, please visit linktr.ee/medfitdo As always, click www.calendly.com/davidpf to schedule time to discuss your financial or investment plans with David Chudyk and don't forget to download the Roadmap to Financial Success at www.weeklywealthpodcast.com

Dee Gredler is a leadership coach who helps women to determine their identities and improve their leadership skills.  In this episode, Dee gives numerous tips, one of which is the SEVEN WHY'S Please visit Dee's website at www.deegredler.com To speak with David Chudyk about any financial issue that is keeping you up at night, email [email protected]

Lindsay White is a leadership coach who helps clients to define their leadership styles.  She helps leaders to build inspiring cultures and to LOVE their businesses again. To learn more abut Lindsay and her company, visit https://highvoltagecoaching.ca/  or connect with her on Linkedin at https://www.linkedin.com/in/lindsay-white-high-voltage/ As always, if there are any financial issues that are keeping you up at night, email [email protected] to schedule your 30 minute zoom call. Don't forget to visit www.weeklywealthpodcast.com to download our Roadmap to Financial Success.

Deborah Peters discusses how to "outlive your past" and how to remove victim mentality. To learn more about Deborah Peters, visit www.neimind.com As always, to contact David Chudyk with any financial related questions, email [email protected] and don't forget to visit www.weeklywealthpodcast.com

In this episode, Excercise Physiologist, Mike Ricchio talks about the pillars of heath and gives some simple and actionable steps that can help jumpstart your health journey. To learn more about Mike Ricchio and his programs visit his website at www.marhealthandperformance.com or @marhealthandperformance on Instagram. To schedule your zoom call with David Chudyk email [email protected] or visit www.calendly.com/davidpf

Rocky Lalvani works with business owners to help them to maximize profits by understanding their cash flows. Please visit www.profitcomesfirst.com to learn more about Rocky. Please also listen to Rocky's podcast at https://profitcomesfirst.com/podcast/ For all questions related to YOUR financial situation, email [email protected] to set up your appointment.

Harrison Baron discusses: 1. Why Tik Tok might be the best online platform for your business to get exposure (hint... it is free). 2. Why Instagram is becoming less popular. 3. The SECRET to using Facebook to effectively market your business (hint... it ISN'T by buying ads). 4. What to expect from LINKEDIN Visit https://www.growth-generators.com/ to learn more about Harison's company and visit https://www.youtube.com/c/TheMillennialEntrepreneurHarrisonBaron to see his many FREE videos on youtube. To schedule a time to talk with David Chudyk, CFP(r) about any financial issues that are keeping you up at night email [email protected] visit www.calendly.com/davidpf Don't forget to DOWNLOAD THE ROADMAP TO FINANCIAL SUCCESS at www.weeklywealthpodcast.com 

In this replay of a recent webinar, Parallel Financial's Chief Investment Officer talks about some of the main concepts in his new book, "Investment Lessons of 2020: How An Unprecedented Year Taught Us Everything About Investing". To purchase a copy of Mr. Towner's book on Amazon, please visit https://www.amazon.com/Investment-Lessons-2020-Unprecedented-Everything/dp/B09DJ94XL3/ref=sr_1_1?dchild=1&keywords=greg+towner&qid=1634234073&sr=8-1 As always to schedule your 30 minutes appointment with David Chudyk to discuss what is keeping you up at night visit www.calendly.com/davidfp or email [email protected]

Many people feel as if insurance, mainly car insurance is a RIPOFF or a "RACKET".  In this episode we discuss what car insurance really does for for you, what drives rates, and what you can do to make sure that you are paying the right price for the right coverage. If you would like to discuss your personal financial decisions, email [email protected] or visit www.calendly.com/davidpf 

The old saying of "The rich get richer" is often true, but why is it true?  What to the rich do that helps them to get richer?  This podcast talks about some of the things that the rich do that helps them to gain momentum and build their wealth. Also, make sure to revisit https://www.weeklywealthpodcast.com/podcast/ep-6-rich-habits  to listen to last year's episode with Tom Corley. As always, email [email protected] to schedule a time to chat about your own personal financial situation.

2021 is quickly coming to an end.  This episode gives some logical tasks to complete in October, November, and December of 2021. To schedule your consultation with David Chudyk, email [email protected]

Business owners are pulled in many directions and, often, neglect their personal and business planning.  In this episode, we discuss why business owners should consider life insurance for : 1. Death Benefit Protection. 2. To pay off debt in the event of a death. 3. Key Person insurance. 3. The funding of a BUY/SELL agreement. 4. Supplementing retirement income. If any of these concepts interest you or if you have any other financial issues that you wish to discuss, email [email protected] 

Each year, September is designated as Life Insurance Awareness Month by LIMRA.  In this episode, we talk about the following misconceptions: 1. Life insurance is too expensive 2. My workplace life insurance is too expensive. 3. It is too difficult to buy  4. I don't need life insurance until I am older. If you have any questions about life insurance or any financial topic, email [email protected] or click www.calendly.com/davidpf to set an appointment.

Our habits shape who we are and shape our results.  Sonya MacCrimmon talks about: 1. What habits are. 2. How habits are formed. 3. How habits can be built or broken. Please vist Sonya on instagram at http://www.instagram.com/sonyajmac.coaching, visit her website to download her free workbook https://www.sonyamaccrimmon.com/freebie-5-steps-to-change, or visit https://hello.dubsado.com/public/appointment-scheduler/6115a1f1e855907992425b76/schedule to set up your own Habit Booster Session To schedule your appointment to discuss your financial concerns and goals, email [email protected] or visit www.calendly.com/davidpf

Merriam-Webster defines Wealth as "abundance of valuable material possessions or resources", but when asked about "true" wealth most will give a definition that includes "freedom", "love", and "happiness".   The following are 4 mindsets and actions that can kill your financial AND "TRUE WEALTH": 1. Mindless spending/drifting/ignorance. 2. Making emotional investing decisions. 3. Thinking about risk in the wrong ways. 4. Lack of thankfulness. If any of these concepts resonate with you, email [email protected] and we can have a discussion.

Laura Cowan is a leading New York City attorney who works with business owners.  Through her legal audit process, she can help entrepreneurs to determine and prioritize areas where there businesses are at risk with potential legal issues.   Laura's website is www.thelauracowan.com   CLICK HERE if you would like to contact Laura Cowan. As always, if there are financial issues that are keeping you up at night, visit www.calendly.com/davidpf to schedule an appointment.

Money and how we handle our money can be the root of many money problems in relationships. In this episode we have a fascinating conversation with Adam Kol of www.couplesfinancialcoach.com.   Adam gives insight on how to work with your partner to get on the same page with regards to finances. For more information or to connect with Adam Kol, please visit www.couplesfinancialcoach.com to take his free test and benefit from the large amount of free resources that he provides. To schedule your consultation with David Chudyk, visit www.calendly.com/davidpf or email [email protected]