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The Tax Alpha Protocol # 4 .... Domicile vs Statutory Residency.
Tax Alpha Protocol · Part 4
You packed the truck, changed your address in Workday, and started working from a state with lower taxes. Your old state may still consider you a resident, and it has the cell tower records to argue the point.
In Part 4 of the Tax Alpha Protocol series, CFP® David Chudyk and Cliff Morgan unpack state domicile: the rules that decide which state gets to tax your income, why remote workers keep getting caught in multi-state audits, and what a clean, defensible move actu
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125
May 11, 2023
Ep. 125 Why Parallel?
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 Appl
200
Jan. 10, 2025
Ep 200: Behind the Microphone: My Story and the Future of the Weekly Wealth Podcast
Email DAVID@Parallelfinancial.com with any questions or suggestions for topics. www.weeklywealthpodcast.com www.weeklywealthpodcast.com/valuebuilderscore MAIN TAKEAWAYS FROM THIS WEEK'S EPISODE: Reaching 200 episodes of the weekly Wealth Podcast is a rare achievement in podcasting. David Chudyk shares his journey from financial services representative to wealth management professional. The podcast aims to help mass affluent individuals improve their financial lives and understanding. David
Recent
287
Oct. 26, 2026
The Tax Alpha Protocol # 4 .... Domicile vs Statutory Residency.
Tax Alpha Protocol · Part 4 You packed the truck, changed your address in Workday, and started working from a state with lower taxes. Your old state may still consider you a resident, and it has the cell tower records to argue the point. In Part 4 of the Tax Alpha Protocol series, CFP® David Chudyk and Cliff Morgan unpack state domicile: the rules that decide which state gets to tax your income, why remote workers keep getting caught in multi-state audits, and what a clean, defensible move actu
286
Oct. 23, 2026
Why 1 in 3 People Making $500K Live Paycheck to Paycheck
“Do you spend an appropriate amount of money on your lifestyle?” It’s one of the first questions David Chudyk asks every new client. It sounds easy. It isn’t. And the most important word in it is appropriate. Underneath that question is the most important formula in personal finance: income minus expenses must be greater than zero. A fourth grader can do the math. Yet Goldman Sachs’ 2026 retirement survey found that more than a third of households earning over $500,000 a year say they live payc
Oct. 22, 2026
Why millionaires go BROKE.
Why do people who make $300 million still go broke? In this episode, certified financial planner David Chudyk breaks down the one formula that determines whether you build wealth or lose it all — and it has nothing to do with how much you make. From Mike Tyson's $400M fortune to Nicolas Cage's dinosaur skull obsession to NFL players filing for bankruptcy, the same math applies to everyone: income minus expenses must equal greater than zero. The only thing that changes as income goes up is the s
285
Oct. 16, 2026
Ep 285: The Tax Alpha Protocol # 3...Your Exit tax bill is written before your LOI
Most founders assume the tax bill on their exit gets settled at the closing table. By then, most of it is already locked in. The entity you chose years ago, when (or whether) equity moved into a trust, and how you respond when the buyer asks for a tax election all decide how much of that check you actually keep. In Part 3 of our six-part Tax Alpha Protocol series, wealth strategist Cliff Morgan, founder of Net Worth Accelerant, explains how irrevocable non-grantor trusts can hold equity ahead o
284
Oct. 8, 2026
Ep 284: The Tax Alpha Protocol with Cliff Morgan (part duex)
You’re not eliminating tax, you’re moving it.” CFP® David Chudyk and Cliff Morgan of Net Worth Accelerant cover two topics this week. First, how families in states with their own lower estate tax thresholds can plan around them. Second, the real estate strategies high earners hear about most, and what has to be true before those strategies hold up. In this episode: Decoupled state estate taxes. Twelve jurisdictions, including New York, Massachusetts, Oregon and D.C., tax estates well below the
Oct. 2, 2026
Bathroom Floor Moments!
What if the biggest thing holding you back financially isn't knowledge - but the emotional programming that you've carried since childhood. In this episode of The Weekly Wealth Podcast, Certified Financial Planner(tm), David Chudyk sits down with Jax Crider, a 24 yr mortgage and financial services veteran and host of Financial Mastery Simplified podcast for a raw and honest conversation about the psychology of money. Jax shares her own story of financial setbacks and a shrinking income. The t
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Recent Blog Posts
Nov. 25, 2024
From Victim to Victor: Taking Ownership of Your Financial Future
This blog post delves into the core concepts discussed in Episode 195 of the Weekly Wealth Podcast, "Episode 195 - Financial Faux Pas: 7 Steps to Ensure You Stay Broke". While the episode takes a humorous approach to outlining strategies for remaini…
Nov. 21, 2024
Debunking Common Myths and Misconceptions About Bankruptcy
This blog post expands on the key takeaways from our recent podcast episode, Episode 194: Bankruptcy Unveiled: Debunking Myths with Adrienne Hines, featuring bankruptcy attorney Adrienne Hines. We'll delve deeper into the common misconceptions surro…
Nov. 11, 2024
Unlocking Abundance: Shifting Your Mindset for Financial Success
In this blog post, we'll delve into the transformative power of an abundance mindset in personal finance. You'll learn how embracing a belief in limitless possibilities can unlock new income streams, reduce financial anxieties, and lead to a more fu…