The Weekly Wealth Podcast

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]

Jonathan Feniak helps business owners to determine if wyoming based holding companies and other risk management techniques are appropriate.   To connect with Mr. Feniak please visit his website at www.wyomingllcattorney.com. As always to discuss anything that is keeping you up at night, email [email protected] 

Greenville, South Carolina based Attorney, Justin Hamrick discusses one of the biggest mistakes that he sees parents make with regards to their life insurance and beneficiary forms. To contact Mr. Hamrick, please visit his website at www.hamricklaw.com or call 864 520-2021 If you would like to schedule your 30 minute zoom meeting with Certified Financial Planner(r), David Chudyk, email [email protected] or www.calendly.com/davidpf

During the times of our business and professional lives, where we need the services and advice of an attorney, it is crucial to pick the lawyer who is most suited to us.  Christopher Melcher has over 2 decades of experience where he has helped his high net worth clients, many of whom are famous to navigate the stressful and impactful waters of the divorce process.  Chris will share the secrets to choosing the RIGHT attorney for you. To connect with Chris on Linkedin please visit http://www.linkedin.com/in/ccmelcher and also check out https://walzermelcher.com for more information. To schedule your 30 minute discussion with David Chudyk, CFP(r) about the financial topics that are keeping you up at night, visit www.calendly.com/davidpf or email [email protected]

Michelle is a technician of financial planning, investment, and wealth management, but what differentiates Michelle from other financial advisors is that she has spent the last two-plus decades studying the unconventional, non-financial aspects of life satisfaction, financial therapy (it’s a thing), behavioral bias, choice, and decision advising. In this episode we have a candid discussion about how we THINK about money and how to change your money scripts to those that can serve you well. If you would like to connect with Michelle, please visit: Website https://www.michelleab.com Facebook Page URL https://www.facebook.com/michelle.arpinbegina Instagram Handle https://www.instagram.com/michellearpinbegina/ Twitter Handle @Michelleab17 LinkedIn https://www.linkedin.com/in/michellearpinbeginacfp/ As always, to schedule your 30 minute "sleep at night" chat with David Chudyk, email [email protected] or visit www.calendly.com/davidpf

ARE YOU READY TO TURN YOUR TRIUMPH INTO TRAGEDY? Sarah K. Ramsey is a coach that helps her clients to break old patterns and get unstuck more quickly than they ever thought possible.  In this episode we discuss mindsets as they relate to money and wealth building. Please visit Sarah K. Ramseys website at www.sarahkramsey.com and CLICK HERE  to check out her best selling book. As always, email [email protected] with any financial issues that are keeping you up at night and visit www.calendly.com/davidpf to schedule your "sleep at night" consultation.

As an insurance professional, Jessica Owens helps clients to manage their risks and obtain the right insurance protection.  If you would like to speak with Jessica about your specific insurance situation, please call 864 882-3781, email [email protected], or visit www.cfsig.net To schedule your 30 minute appointment with David Chudyk click here or email [email protected]

As the country is moving towards normalcy, here are some of my thoughts about the financial lessons to be learned from the pandemic?  What are your thoughts?  What did you learn? To schedule your 30 minute consultation with David Chudyk email [email protected] or click www.calendly.com/davidpf

In 2018, I began to work, in conjunction with Foothills Care Center on a year long, comprehensive financial literacy class.  The idea was to help teach participants how to "redirect" $10 per week into a savings account and then have the funds matched by donors.  In the first round, all but 2 participants finished the program, each participant made some lifechanging financial improvements, and one even became a homeowner!  The program included sessions that taught: - Budgetting - Insurance basics - Investment basics - Financial habits - Mortgage/real estate basics - Legal/estate planning basics. Our office is hosting a fundraising event on May 28th from 4pm until 7pm at 916 East North First St in Seneca South Carolina.  If you would like to attend, please  CLICK HERE.   We are covering 100% of the cost of the food, but are simply asking for donations of any amount.  There will also be a silent auction.  All monies raised will go directly to Foothills Care Center. If you would like to send a donation to benefit this program please visit https://www.myegiving.com/app/giving/eGiving-762807 To learn more about the great work that Foothills Care Center is doing, visit www.foothillscarecenter.org As always, email [email protected] to discuss any of the financial issues that are keeping YOU up at night.

After the loss of her parents, Cindy Arledge dealt with the pain and family turmoil that was involved with the settling of her parents' estate. Cindy is passionate about helping other families to avoid the same issues and to have true generational wealth. Please visit Cindy's site www.legacyriskaudit.com to complete her legacy assessment. As always, please email [email protected] with any financial questions that are keeping you up at night.

As an insurance industry veteran, Allen Pruitt is passionate about helping his clients to plan for final and legacy expenses.  If you are interested in speaking with Allen, please call 864 723-1917 or email [email protected]

Credit and debt settlement expert discusses the basics of credit scores, debt settlement, and collections processes.  To speak with Sam, call 855 291-7557 or visit his website at www.creditcrb.com To schedule your consultation with David Chudyk, email [email protected] or visit www.calendly.com/davidpf

In this episode we discuss SEVEN areas of consideration for your business.  They include: 1. Decide what you want your business to be. 2. Retain a great internal team. 3. Retain a great external team. 4. Manage cash flows. 5. Minimize current taxes. 6. Minimize future taxes. 7. Develop an exit/diversification plan. For your 30 minute "sleep at night" discussion, email [email protected] or visit www.calendly.com/davidpf to set a time where we can have an informal chat about the financial issues that keep you up at night.

Coach Joe Lukacs works primarily with financial advisors in his coaching practice, but in this episode, he shares the success secrets that will work for any profession. As always, to schedule your 30 minute call with David Chudyk, visit www.calendly.com/davidpf or email [email protected]

Cozy Whitman discusses the various sources and types of financial aid for college students and what to look for when selecting a college. Visit https://collegeinsidetrack.com/ to learn more about College Inside Track and to schedule your virtual appointment. As always, for ANY financial question or issue that is keeping you up at night, email [email protected] or visit www.calendly.com/davidpf to set your 30 minute appointment

Cassie Ferrer works with individuals and entrepreneurs to develop cash flow strategies to provide peace of mind and financial stability.  Cassie's academic background includes a BA in Finance and Marketing and an MBA.  She is also a CPA candidate.  She was featured in Marketwatch, Fox 54 news, Digital Journal, Finance Care Services, Small Business Expo, Corporate Shark Tank, other local news shows, and numerous podcasts. To connect with Cassie, please visit her website at www.numbersnerdconsulting.com or simply type Debt Free Family in the searchbar within Facebook. As always, to schedule your 30 minute consultation with David Chudyk, CFP(r) please email [email protected] or visit www.calendly.com/davidpf 

With the tax filing deadline being extended to May 17, 2020 this episode takes a brief look at the basics of IRA's and Roth IRA's. To schedule you consultation with David Chudyk email [email protected] or visit www.calendly.com/davidpf

With the passage of the Rescue America Plan, many Americans will be receiving Stimulus checks in the near future.   CLICK HERE to access a Kiplingers.com article that contains details, income restrictions, etc., for the latest round of stimulus checks. As always, email [email protected] to set up your 30 minute zoom appointment to discuss the financial issues that are keeping you up at night.

We all know that most financial advisors manage money or provide some sort of investment advice or planning, but what ELSE should your financial advisor do for you?  In this episode, David gives his take on the 5 of the jobs that your financial advisor has (in addition to money management: 1. Help client to decide if they have the proper mortgage for their current situation. 2. Align clients with professionals who can help take important items off of their plates. 3. Guide clients to the proper property and casualty risk coverages. 4. Ask the "whats" and "why" questions. 5. Discuss and determine what levels of giving should exist in their clients' lives. Don't forget to visit our website at www.weeklywealthpodcast.com and also make sure to email [email protected] with any questions or to schedule your 30 minute zoom or telephone call.

These three books can be game changers in your life! 1. "Doesn't Hurt to Ask... Using the Power of Questions to Communicate, Connect, and Persuade", by Trey Gowdy. 2. "Personality isn't Permanent", by Benjamin Hardy, PhD 3. "Rich Habits", by Thomas C. Corley, CPA, CFP, M.S. To schedule your appointment with David Chudyk, email [email protected]

If you are feeling stuck in your business or personal lives, it could be your thoughts that are holding you back.  In this episode, Jessica Pilgrim discusses how our thoughts and attitudes can either help us or hinder us.  She also provides some simple and effective tips and exercises to hel you to get UNSTUCK. To reach Jessica, please email [email protected] To schedule your 30 minute Financial discussion, email [email protected] OR go to www.calendly.com/davidpf to find a time that works for you

In this episode, Graeme Newell talks about the many causes of our bad financial decisions.  To learn more about Graeme, please visit his website at www.graemenewell.com and also CLICK HERE to go to his youtube channel. As always, to schedule your financial consultation, email [email protected] 

Derrick Van Ness discusses the nuts and bolds of Research and Development Tax Incentives. CLICK HERE to schedule a time to speak with Derrick to further discuss these incentives and how they might apply to your personal situation. As always, please visit https://www.weeklywealthpodcast.com/contact-us to contact David Chudyk, CFP(r) or to set your virtual or in-person appointment

Personal umbrella policies protect your assets. For a very minimal amount of premium, just about anyone can have an additional million dollars or more of coverage. For more information or to schedule your 30 minute financial consultation, email [email protected]

Are all "financial planners" the same? In this episode, we discuss the Certified Financial Planner(tm) designation... what it is, how does one obtain it, and what it means to a client. To schedule your complementary financial consultation, email [email protected] or visit www.calendly.com/davidpf

In this episode, Ary, The Bad Ass Budget Babe talks about: 1. How do do a money date so that you can get money in order. and 2. What are the biggest money mindset blocks? For only $3, Ary is offering her MONEY DATES WORKBOOK and ONLINE PROGRAM.  CLICK HERE This program can help you to get on the right track.  Ary can also be reached by emailing [email protected] As always, click here to schedule your complementary consultation with David Chudyk to discuss your investment portfolio or any other financial planning needs.  David can be reached at [email protected] #badassbudgetbabe #budget #virtualcfo

Instead have having a New Year's Resolution this year (that would only last a few weeks anyway),  I am committing to some mindset and habit changes.  These include: 1. Making a conscious effort to manage my:      - Internal Dialogue      - Mental State      - Physical State 2. Learning to say no to anything that doesn't take me towards my ultimate goals. 3. Build others up and improve my own leadership skills. I would love to hear your thoughts about our show and what topics that you would like to have covered in 2021.  Please let us know by emailing [email protected] or leaving a review. To schedule your complementary portfolio review or to just chat about what it is like to have a financial advisor relationship with me and our firm CLICK HERE 

Here is a list of our top TWENTY lessons of 2020: Top 20 lessons from 2020 Allocation is important Emergency fund need to be emphasized. We must be able to adapt to varying conditions and financial environments. People care Opportunities always exist Account balance only really matters when (or close to when) you need to use that money Your financial plan includes more than your retirement plan balances We need to love each other and take care of each other Life can change in an instant The government can try but they can’t solve problems Health is precious Time with family is a blessing People will argue no matter what Technology is amazing Anyone can become an expert an anything simply by watching 2 YouTube videos Social media makes it way too easy for strangers to argue It is important to respect and try to understand the points of view of others Don’t let anything get in the way of what is really important to you Mindsets are crucial Podcasting is awesome! To schedule your 30 minute consultation please go to www.calendly.com/davidpf or email [email protected]

What we believe influences our decisions. What we decide influences our actions. How we act influences our results. It is a never ending cycle, but we can learn to use the cycle in a manner that serves us well. In this episode I talk about some of the main topics from an annual conference that I am attending this year: 1. Our Current beliefs 2. Our Current Values and Rules 3. Our Internal Dialogue 4. Our self images If you would like to discuss how these concepts relate to your own financial situation, email [email protected]

Jordan Roberts is a financial advisor with Parallel Financial and discusses why small business owners might want to hire their children or other family members.  He discusses the three types of taxes that can be eliminated and talks about the business structures that can optimize these savings. To contact Jordan or to request a copy of his whitepaper, email [email protected] As always, for your complementary 30 minute consultation, email [email protected] or click here to schedule your virtual appointment. **Please remember that this episode was intended to be general in nature and you should consult your advisor(s) regarding your specific situation**

Laura Moon and Nicole Girouard are the hosts of the very popular ASK MORE, GET MORE show on Youtube.  In this episode, we have an energetic conversation about: 1. Why boundaries are important when setting goals. 2. How to use boundaries as a means to help gain the personal financial successes that are important to you. 3. Laura and Nicole's secret productivity hacks. Make sure to CLICK HERE to check out their YOUTUBE CHANNEL As always, email [email protected] or click here to schedule your virtual or in-person meeting to discuss your own personal financial situation.

2020 Has had its share of problems, but yet it is always important for all of us to remember all of which we need to be thankful. In this episode, we give several steps that can help you to achieve more and have even more to be thankful for in 2021 and beyond. As always, if you would like a 30-minute consultation via zoom, telephone, or in person, email me at [email protected] or visit my calendar link at www.calendly.com/davidpf #2020    #thanksgiving  #Thankfulness  #countyourblessings

In this candid talk, Bonnie Burkett teaches us some secrets of cutting college costs.   One of her secrets is the CLEP and this is a great article that can take you through the process www.collegeinfogeek.com/clep. For a "guestimate" of your family's "Expected Family Contribution", please visit https://fafsa.ed.gov/spa/fafsa4c/#/landing Bonnie's Book can be found via this amazon link https://www.amazon.com/ENOUGH-College-Cost-Crisis-financial-ebook/dp/B0868Z6F7Y and her blog is www.lightwayenterprises.com/blog And as always, if you would like to have a call to see what it would be like to work with a financial advisor, email me at [email protected] or go to www.calendly.com/davidpf

In this episode, we discuss the ins and outs of Medicare and Medicare Supplement Plans with Lee Shaw. To contact Lee Shaw, please call 864 286-2276 or email [email protected] To schedule your complementary financial consultation with David Chudyk, email [email protected] or go to www.calendly.com/davidpf

In this episode, we speak about THREE important investments that you should consider during the 2020 Presidential Election. For the thoughts of Parallel Financial's Chief Investment Officer, check out this episode, as well https://www.weeklywealthpodcast.com/podcast/the-2020-presidential-elections-your-money-and-the-markets-with-greg-towner If you would like to speak with David Chudyk about your personal financial decisions, email [email protected] or CLICK HERE to schedule an appointment

While most of our episodes focus on a financial tool or strategy, this episode features Dr. Melissa Macdonald as she discusses some ways to operate more healthily in your office and home office environments. Dr. Melissa MacDonald is a graduate of Northwestern Health Sciences University where she earned her Doctor of Chiropractic. She then spent two years of specialty training in the Human Performance Center where she focused her research and clinical skills on specific testing and treatment protocols. Now Dr. Mac is the owner of Mobility Agility Chiropractic Performance and is the team chiropractor for MN Roller Derby, River City Rhythms a drum corp international, and the MN Pride a professional woman’s football team. Check out her podcast at https://www.macperformanceclinic.com/podcast CLICK HERE for links to all of Dr. Mac's social media sites. For questions on all things money related, email [email protected] or go to www.calendly.com/davidpf to schedule your 30 minute consultation

With mortgage rates being at, or near, historic lows we thought it would be a good time to speak with a mortgage professional about the basics of new and refi mortgages. To speak with Lee Ayer, please call 864 958-2399 or email [email protected] If you would like to set a 30 minute phone or zoom call with David Chudyk, please click www.calendly.com/davidpf or email [email protected]