July 22, 2023

Ep 133: DE-RISKING your retirement portfolio, Charitable Giving Strategies, and TRANSFER methods for your business

Ep 133: DE-RISKING your retirement portfolio, Charitable Giving Strategies, and TRANSFER methods for your business
Apple Podcasts podcast player badge
Spotify podcast player badge
Castro podcast player badge
RSS Feed podcast player badge
Apple Podcasts podcast player icon Spotify podcast player icon Castro podcast player icon RSS Feed podcast player icon

Segment # 1:


How can you DE-RISK your retirement portfolio?


Segment # 2:


Charitable giving methods


Segment # 3:


What are some ways that you might end up exitting your business?


To schedule your appointment with David Chudyk, go to www.weeklywealthpodcast.com/contact


To get your ValueBuilder Score, go to www.allofmyassets.com/value-builder-score

Featured Episodes

These are some of our most popular episodes.

Episode image for Episode 108: How to NOT be a JERK of an employer
Episode 108: How to NOT be a JERK of an employer Season 1 • Episode 108
Episode image for Ep. 125 Why Parallel?
Ep. 125 Why Parallel? Season 1 • Episode 125