The Weekly Wealth Podcast

In this episode, Parallel Financial Chief Investment Officer, Greg Towner discusses the upcoming election and how the markets might (or might not) be affected. We would love to know your thoughts, so email [email protected] with any comments or questions and CLICK HERE to schedule your 30 minute consultation with David Chudyk

Long Term Care is  a misunderstood topic, but if not properly planned for, it can cause devastating financial results.  In this episode we answer the questions: 1. What is long term care? 2. What are the funding options for long term care? 3. What are the two major classifications of long term care coverage? 4. How does proper planning for long term care expenses impact your family and even future generations? As always, if you are interested in a 30 minute telephone call, zoom virtual meeting, or in person appointment, please email [email protected] or CLICK HERE

In this episode, we give some simple steps to take, in the event of an unplanned job loss. They include: 1. Take the job loss as an opportunity to evaluate your options. 2. Make it your JOB to get a job or start a business. 3. Evaluate your budget. 4. Evaluate your retirement plan. 5. Take inventory of which benefits you have lost. If you would like to discuss your personal financial situation in a complementary 30 minute consultation, email [email protected]

Ziv Raviv is a successful businessman, engaging podcaster, and husband.  In this episode, we discuss some of the common areas of disagreement that married couples have with regards to money and give three simple steps to work towards solutions.   Visit www.generousmarriage.com/wwp to learn more about the GET OUT OF RED 21 Day Blueprint For A Supportive Marriage And A Growing BUsiness.  Make sure to check out Ziv's podcast Generous Marriage on all of the major podcasting platforms. To schedule a complimentary financial consultation, click here or email [email protected]

Like many of us, Keli Calderon and her husband mismanaged their personal finances and it began to affect all areas of their lives.  When reaching the breaking point, they decided that something needed to be done and they dug their way out and paid off $80,000 in debt over two years.  Having made personal financial improvements, Keli has not set out to teach and train children and teenagers on how to WIN at the game of money. Keli's website is www.thesmartmoneyacademy.com and she can also be found on instagram and facebook, using THESMARTMONEYACADEMY  If you have ever wondered what it would be like to work with a financial advisor, feel free to email [email protected] or go to www.calendly.com/davidpf to schedule your in person or virtual appointment 

WIth years of experience as a daily money manager, Amy Carrick serves the needs of those who are in the most need of help. In this episode, we talk about the roles that a daily money manager can play and how Amy handles the daily financial affairs of her clients. If you are interested in speaking with Amy, she can be reached at [email protected] or via telephone 864 915-5505. Make sure to check out her website at www.carrickconsulting.com If you have ever wondered what it looks like, to work with a financial advisor, email [email protected] or visit www.calendly.com/davidpf to schedule your 30 minute telephone, in person, or zoom conversation. Don't forget to check out www.weeklywealthpodcast.com

Having come from a family of life insurance professionals, Mark Chesson is an encyclopedia of Life insurance and it's advanced uses. In this episode, you will learn how ultra high net worth families use life insurance to grow and pass money in very efficient manners. We also discuss how policies can be structured for either optimal death benefit or optimal cash value accumulation. If any of these concepts resonate with you or if you would simply want to know what it is like to work with a financial advisor, email [email protected] or visit www.calendly.com/davidpf to schedule an appointment.

For almost 18 years, my family and I lived in the same house.  Earlier this year, we decided that it was time for a change and for us to move into town.  The home selling and purchasing journey was fun, exciting, frustrating, exhausting, and had just about every other emotion.  One day, on the way home from soccer practice, I found myself driving to our old home, not our new one.  It got me to think that much of our lives are on auto pilot and we make decisions without thinking.   In this episode we ask: 1. Are your habits serving you well? 2. Are there any major changes that you need to make. If you would like to know what it looks like to work with a financial advisor, schedule a chat by clicking www.calendly.com/davidpm

In close to 2 decades of working with clients to build financial success, David Chudyk has found that there are eight universal truths that apply to everyone, regardless of income, net worth, and age. 1. You have to make the choice to be financially successful. 2. You must KNOW. You must know your critical numbers, you must know your goals, you must know your inflows, and you must know your outflows. 3. If you can't (or don't want to) afford a loss, it it is a good idea to insure it. 4. You must prioritize needs vs. wants. 5. Small and continuous mistakes add up and compound over time. 6. Everyone needs financial accountability. 7.  Money is neutral, it is neither good or bad.... how one handle's money can be either positive or negative 8. Look at what those who are financially struggling and DON'T DO WHAT THEY DO. If you would like to learn more about our firm, what it is like to be a client, or just have a conversation about your financial questions, email [email protected] or go to www.calendly.com/davidpf to schedule an appointment

Dan Rochon battled alcohol abuse and then built careers as a successful real estate agent, real estate trainer/coach, and real estate investor.  In this episode, we talk about his journey and how investing in real estate can build wealth.  We also talk about his system that can help real estate agents build Consistent Predictable Income. Please visit Dan's website at therealestateevolution.com As always, if you would like to have a complimentary consultation with David Chudyk please email [email protected] or CLICK HERE TO SCHEDULE YOUR VIRTUAL CONSULTATION

Parallel Financial's Chief Investment Officer, Greg Towner examines: 1. Who and how stocks are determined to be "high quality" 2. Why are the portfolios that he manages primarily made up of quality stocks. 3. Psychological benefits of having a portfolio with low volatility. 4. Relative market performance for portfolios that consist of quality stocks. If these concepts resonate with you or you have any other financial planning matter that you would like to discuss, please email [email protected] or CLICK HERE to set up a complimentary virtual appointment with David Chudyk.

Elizabeth Pampalone had a business that did not lack for revenue, but she never seemed to be able to compensate herself properly, for her efforts..... until she discovered profit first. Learn how the profitfirst concepts might benefit you. To contact David Chudyk, visit www.weeklywealthpodcast.com/contact-us

For over 20 years, UVISEME (You-vize-me) Founder Jenifer Price, PhD, LMSW has offered strategic advice to high school, early career adults, and their families in the college and career selection process. She has visited 200+ colleges nationwide and helped students collectively win over $15 million dollars in scholarships to date. Dr. Jen's guidance minimizes the confusion and stress associated with college admissions, lowers the cost of attendance, promotes more timely graduation rates, and increases career satisfaction. Her wisdom is accessible via College Edge (mycollegeedge.com), an online college advising course for students and families in grades 7th-12th and soon-to-be released book for teens and young adults: Generation E.D.G.E.: Your GPS to Career Success. As always, email [email protected]  with questions about all things money.  If you would like to schedule a complementary 30 minute virtual consultation, CLICK HERE.

We are just past the halfway point of one of the craziest and unpredictable years in lifetimes.  From Covid to protests and yes.... maybe the murder hornets are still coming, we are all faced with uncertainty. If you would like to have a 30 minute consultation about your investments or any other financial concerns, click here for access to David's schedule. As always, have a blessed and prosperous week

In his work as a financial advisor for high net worth individuals and business owners, Steve Tolleson uses many of the skills that he used to make it to the major leagues.  Steve talks about his clients have to put so much effort and attention into their businesses and careers that there are simply not enough hours in the day for them to also dedicate the appropriate amount of time to their finances. To reach steve, email [email protected] If you would like to schedule a complementary, virtual consulation with David Chudyk, CLICK HERE for access to his calendar or feel free to email [email protected]

Running a small business puts an owner in a position where they have to be a master of many skills.  From marketing to management to human resources AND even legal decisions.  Dana Swarner talks about access to legal services for the small business owner and how it can be a lot less expensive (and more readily available) than you ever thought it could be! If you would like to discuss Legal Shield with Dana, please CLICK HERE As always, if you have any questions about any money related topicy, email [email protected] to schedule a complementary 30 minute consultation.

In this episode, we have a fascinating discussion about the pitfalls of pre-tax investments.  As a tax attorney, Rebecca has some strong opinions and reasons why excessive, pre-tax investing can be a trap in our later years.   Make sure to check out Rebecca's podcast CRASHES AND TAXES and also her website www.walserwealth.com

With years of experience in the qualified retirement plan arena, Andy Pooser shares his knowledge of business retirement plans and their guidelines. If your business doesn't have a retirement plan, but you know that you need to be offering a plan as an employee benefit, or if you would like a second opinion of your retirement plan, email [email protected] or click here to schedule an appointment.

Jon Bussert has spent years in the annuity business and helps financial advisors to determine which types of annuities can most benefit their clients. As always, with any questions, whether it is about annuities, or any other money related topic, please email [email protected] Don't forget to check out our website www.weeklywealthpodcast.com

In this weeks episode, Dana Swarner talks about the importance of legal representation and how to obtain it on a very affordable basis.  If you would like to speak with Dana about a Legal Shield Membership, you can reach her at [email protected] or call/text her at 864 723-6935 And for all of your money and financial questions, email [email protected].  We would also love to know what other topics you would like to hear covered on the show.

In this fascinating discussion with Dr. Benjamin Hardy, we discussed the concept of "future self" and the limiting labels that we put on ourselves and others. Please visit www.benjaminhardy.com and CLICK HERE  order Dr. Hardy's new book, PERSONALITY ISN'T PERMANENT Don't forget to check out our new website, www.weeklywealthpodcast.com For all questions money related, email [email protected] and have a blessed week

Betty Kempa works primarily Senior Level corporate women, but her principals will apply to just about anyone.  In this episode, Betty talks about why people stay at unfulfilling jobs and what some common self-limiting beliefs are.  She also discusses how to use a "bridge job" to mitigate some of the risk involved with making a career change. CLICK HERE to download a copy of her 5 step career transition process and please visit her website at bettykempa.com.  If you would like a copy of Betty's FOUR part video series on HOW TO TRANSITION TO A CAREER THAT YOU LOVE, CLICK HERE. If you ever want to have a conversation about retirement, money, or anything money-related, please email me at [email protected] Don't forget to check out www.weeklywealthpodcast.com

In this episode, Tony Medlin discusses some myths regarding Long Term Care and assisted living.  If you are in the upstate of South Carolina and would like to speak with Tony, he can be reached at 864 888-4114 For questions about investment, retirements, or all things money, please email [email protected] or  CLICK HERE

It today's episode, we talk about financial planning and why investment management is only one component of a sound financial plan. To reach Patrick Sherman, please email [email protected] To reach David Chudyk, please CLICK HERE DON'T FORGET TO CHECK OUT WWW.WEEKLYWEALTHPODCAST.COM

Sharon Lee talks about self-limiting beliefs and her own struggle from abuse and homelessness to success.  For more information about Sharon and her company, please visit www.fearlesspursuits.com or check out her podcast or CLICK HERE TO CHECK OUT HER PODCAST If you ever have any questions about your own business or personal financial planning needs, please email [email protected] and don't forget to visit our new website. www.weeklywealthpodcast.com

David Redmond discusses how commercial real estate can be one of the tactics used to build wealth and income.  If you are interested in contacting David Redmond, his email is [email protected] Please be on the lookout for our new website in the coming weeks and like, subscribe, and leave a positive review for the podcast. David Chudyk [email protected]

Agency Manager, Jessica Owens, discusses how home insurance claims are handled and some basics of what YOUR responsibilities are, in the event of damage to your house. Jessica will get a $10 gift certificate to each of the first 10 people who contact her about their insurance.  Jessica can be reached at 864 882-2024 or via email at [email protected]

Gordon Short discusses how Accredited Investors can invest in projects to receive economic and tax benefits generated by government sponsored incentives. Investors can also receive the satisfaction of preserving our nation’s historic structures while creating jobs and economic opportunity in cities throughout the United States. For more information or to schedule a consulation, please email [email protected] Please remember to consult with your own tax and legal advisors.

In this episode, Tom Corley discusses: 1. The habits that the rich have (that the poor don't have) 2. The four ways to accumulate wealth 3. Tips on how to recognize your positive AND negative habits. For more information, please visit his website at www.richhabits.net. To purchase a copy of his book on Amazon, please click here Also, if you have any small habits that you would like to start, maybe the first step is to TELL SOMEONE... feel free to email [email protected]

Rick McDuff shares his knowledge about the "trinity" of estate planning documents that he recommends everyone to have. Rick also discusses some of the pitfalls and problems that not having the right documents in place can have upon an untimely death. To contact Rick, please call 864 882-2466 or email [email protected] Please don't forget to leave a positive review and subscribe to this podcast!

During this episode, Financial Advisor, Peyton Hoppes dispels some of the myths about millenials and provides some sound tips for common financial issues of that age group. If you would like to contact Peyton, please email [email protected]

In everyday life we all face stress on a constant basis. In this episode, we talk with counselor, Michaela Tomberlin about some strategies that we can all use to combat stress. If you ever have any questions about your own personal wealth or financial situation, please email [email protected] and I will do my best to point you in the right direction.

With social distancing, layoffs, and working from home, many of us now have the free time to dedicate to making the important financial decisions that we have been putting off.  In this episode, we discuss some ways to turn the virus into a positive in your financial situation.  If you would like to schedule a conversation, please either email [email protected] or CLICK HERE to schedule a ZOOM call. BE BLESSED!

We can't control the corona virus, we can't control monetary policy, we can't control business shutdowns, but we can control the BASICs of our on financial lives. B = BUDGET A = Allocation S = Systems I = Insurance C = Care about your community. Please like and subscribe to this podcast to help us to build this community and also email [email protected] if you ever have any financial questions. Be BLESSED