The Weekly Wealth Podcast

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 typically are on a "set it and forget it" mode and are oftentimes, not maximized. The second is your BUSINESS. When you start to think of your business as an asset, your world can change. Visit www.allofmyassets.com SEGMENT 3: The Financial BASICS B - Budget A - Allocation S - Systems I - Insurance C - Caring S- Support Comments and questions are always welcome, please email [email protected] To set your appointment visit www.weeklywealthpodcast.com/contactus Get your Valuebuilder Score at www.allofmyassets.com/value-builder-score

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 publications, including Forbes, USA Today, and Business Insider. She also guests on podcasts all over the world. Mikelann is the author of Rise Above the Money Fog: The key to confidence, clarity, and control. When not writing and speaking, she teaches clients how to rise above the money fog and craft their ideal life—letting go of financial stress forever. When not working, you can find Mikelann on the dance floor indulging her love of Argentine tango. See www.seattlemoneycoach.com Mikelann’s clients span the globe. We had an outstanding conversation answered: 1. What is the "silver lining" when it comes to divorce and money? 2. How to get in touch with your own financial personality? 3. What is "financial elegant simplicity"? To schedule a time to speak with David Chudyk, CFP(r) visit www.weeklywealthpodcast.com/contact if you are a business owner, make sure to take the Value Builder Score at www.allofmyassets.com/value-builder-score

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 [email protected] with any questions and also click on www.weeklywealthpodcast.com/contact to schedule time to speak with David Chudyk www.allofmyassets.com/value-builder-score www.allofmassets.com

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 the world. Carla and her team are very knowledgable and want to help with your business's financial management. Make sure to visit Wealth & Worth Within (wealthworthwithin.com) David Chudyk can be reached for questions via [email protected] To take the ValueBuilder Questionnaire visit www.allofmyassets.com/value-builder-score To set a time to discuss if YOU are a great fit to have David Chudyk as your financial advisor, visit www.weeklywealthpodcast.com/contact

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.thesmalleylawfirm.com or email [email protected] Make sure to visit www.weeklywealthpodcast.com www.allofmyassets.com and make sure to join The Weekly Wealth Podcast Facebook group or email [email protected]

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: [email protected] instagram: @bkrlaw youtube: Bradley K. Richardson, PC facebook: Bradley K. Richardson, PC website: bradrichardsonlaw.com To set at time to speak with David Chudyk about the 30,000 foot level aspects of your financial situation go to www.weeklywealthpodcast.com/contact To take The Value Builder Assessment go to www.allofmyassets.com/value-builder-score To download a copy of the brand new E-Book, Endgame, go to www.allofmyassets.com/endgame don't forget to email [email protected] with any questions

What is YOUR business's endgame? When do you want to cash out? Should you cash out? If you leave your business, what will you do with your life? If you sell your business, what will you do with the proceeds? These are all questions to ask yourself about you, your business, and the potential to exit your business ON YOUR TERMS. To download a free copy of the ebook, "ENDGAME", go to www.allofmyassets.com/endgame To set up a time do discuss your financial planning issues with David Chudyk either send an email to [email protected] or visit www.weeklywealthpodcast.com/contact

In this episode, co-founder of Parallel Financial, Brian Boughner talks discusses: 1. What is a fiduciary? Why is it important to work with a fiduciary? 2. What process does a Parallel financial use to manage money? How does the QRLT process benefit clients? 3. Financial planning.... what is it? how does Parallel Financial handle it? Why is it so important? Make sure to visit: Parallel Financial Youtube Page The Twenty Minute Market Breakdown on Spotify The Twenty Minute Market Breakdown on Apple Podcasts To set a time to speak with David Chudyk go to www.weeklywealthpodcast.com/contact To get your VALUE BUILDER SCORE and learn how you can maximize the VALUE of your business and receive an estimate of value of your business, go to www.allofmyassets.com #weeklyweathpodcast #parallelfinancial #moneymanagement #the20minutemarketbreakdown

Valari Jackson is known as a dynamic and inspirational speaker. Her engaging style compels you to dig deeper, think higher and get into action quickly. Maybe it’s her NASA training or the years as an Aerospace Engineer that give her the ability to set you on a trajectory to achieve greater than you realized you could. Valari is a sought-after advisor who knows first-hand, the frustrations and challenges that overwhelm seasoned entrepreneurs. She illuminates blind spots and missed opportunities, and offers a proven framework for systems that optimize resources and increase the bottom line. In this episode Valari talks about why it is important to be PRODUCTIVE, as opposed to BUSY and gives actionable steps to help you. To contact Valari visit https://taplink.cc/valari https://www.linkedin.com/in/valari To set up a time to speak with David Chudyk about the 30,000 foot aspects of YOUR financial situation visit Contact Us — The Weekly Wealth Podcast Take your valuebuilder score at: www.allofmyassets.com/value-builder-score and to learn if you are ready to exit your business, visit www.allofmyassets.com/prescore #weeklywealthpodcast #productivity #productivityhacks

Tammy Johnston is the Hold Your Hand and Kick Your Ass Business Coach. She has been working with small businesses for over 20 years to help them build sustainable and successful businesses. Tammy believes that business done right, honestly, ethically, and morally, has the power to make the world a better place for our customers, our families, and our communities. She doesn’t promise a magic bullet (because there is no such thing), but she does teach all the basic, foundational skills you need to first survive and then thrive. She only deals in real, practical, put it to use training and advice that has been tested in battle. Contact Tammy via email at [email protected] or visit her website at https://ksabusiness.ca CLICK HERE to set an appointment to speak with David Chudyk or email [email protected]

Whether you are new to business ownership or have been in business for decades, your BUSINESS insurance is one of the most important, albeit, least interesting pieces of your financial puzzle. In this episode we talk about the basics of insurance terms such as: 1. Indemnity 2. Risk retention, risk avoidance, risk transfer, and risk reduction. 3. Certificates of liability 4. Additional insureds. Most importantly, it is incredibly important that you are working with a competent insurance professional who can advise you of what some of your risks are and how to cover them (or retain the risk, if you choose). If you have any insurance questions, email Jessica Owens, PLCS at [email protected] If you have ever wondered what it might be like to work with David Chudyk as your financial advisor, go to www.weeklywealthpodcast.com/contact #financialplanning. #weeklywealthpodcast. #entrepreneurship. #riskmanagement #insurance

Patrick Py is a credit and funding consultant who can help you to develop a plan to fund your new business. Some of the options that we discuss are: 1. Bootstrapping (funding your new business from your current financial assets). 2. SBA/bank business loans 3. Leveraging your personal credit to help you to obtain low or no interest rate BUSINESS credit cards To download Patrick's FREE ebook, go to ein.credit/bluebprint If you have listened to any of the last 100 or so episodes of The Weekly Wealth Podcast and would like to explore working with David Chudyk as YOUR financial advisor, email [email protected] Don't forget, if you are already a business owner and have ever thought about selling your business as a means to fund your retirement or another chapter of your life, visit www.allofmyassets.com

In this fascinating episode with Forensic CPA, John Tonsick, we discuss many aspects of fraud. Business owners often don't have proper controls on fraud prevention and put their businesses at tremendous risk. Mr Tonsick suggests the following measures: 1. Be sceptical of team. Trust must be earned. 2. Have numerous layers of controls with regards to the ability to make payments. 3. Hire secondary bookkeeper to audit books. To reach Mr. Tonsick, please Email [email protected] or you can find him on LinkedIn: https://www.linkedin.com/in/john-tonsick-cpa-cfe-5720b57/ David Chudyk is a Certified Financial Planner(tm) and helps business owners and individuals to make the right financial decisions for them FOR the reasons that are important to them. Click www.calendly.com/davidpf to schedule your time to speak with David about any financial issue or financial question. Also make sure to visit www.allofmyassets.com and also www.weeklywealthpodcast.com

Would you like to offer your employees HIGHER TAKE HOME PAY, a valuable benefit that would help to retain your workforce AND save on your payroll taxes? This episode discusses a strategy that can help. Please email [email protected] for information that is specific to YOUR business. Don't forget to visit: www.weeklywealthpodcast.com www.allofmyassets.com www.allofmyassets.com/prescore www.allofmyassets.com/value-builder-score www.calendly.com/davidpf to set an appointment with David Email [email protected] with any other questions

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.