Episodes

June 21, 2024

Ep 174: Care Continuum: Understanding Long-Term Care Levels

What key factors and resources are important for planning long-term elder care? In this episode, the discussion between David and Linda, an experienced elder care advisor specializing in helping families navigate the complexi...

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June 14, 2024

Ep 173: Strategies for reducing portfolio risk

1.Diversification - We all know that it is important to spread our risk among many holdings, asset classes, income sources, etc. 2.Use a disciplined process to “buy low/sell high”. 3.Understand that not all of your holdings w...

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June 7, 2024

Ep 127: Ralph Estep of the ASK RALPH PODCAST

How Can High Income Individuals Optimize Their Taxes? In this episode of The Weekly World podcast, host David welcomes Ralph Estep, a financial professional and fellow podcaster, to discuss strategies for optimizing taxes, pa...

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May 31, 2024

Ep 171: Eight Strongly Held Financial Opinions

Strongly Held Opinion #1: You Must Decide Duration: 00:00:22 - 00:02:52 David Chudyk emphasizes the importance of making the choice to be financially successful. Key point: "Income minus expenses must be greater than zero." H...

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May 24, 2024

Ep 170: Do LESS but BETTER to build your business.

Amber Reynolds of Five Pineapples Consulting ( www.fivepineapplesconsulting.com ) discusses how business owners can increase their wealth by: Providing a world class customer service experience and discussed the difference be...

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May 17, 2024

Ep 169: Money CAN buy happiness ?

Can money buy happiness? Can you name a problem, where money doesn't make the problem a bit smaller or less severe? In this episode, we discuss some areas where money can make a problem... a bit less of a problem. …

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May 10, 2024

Ep 168: The SECRET roles of your financial advisor

Most people think that financial advisors simply help their clients to invest money. While that is a big part of the financial planning process, good financial advisors do much more. Some of the secret roles of your financia...

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May 3, 2024

Ep 167: Financial Check-Up: Planning Tips for Medical Practitioners

In this episode, financial advisors, David Chudyk and Peyton Hoppes talk about financial planning issues and considerations that are important to: W2 (employee) medical professionals. These include any medical professionals ...

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April 19, 2024

Ep 165: Second Chance, Shared Wealth: Financial Tips for Remarried Co…

In this episode, let's talk about money considerations in second marriages. Some topics to discuss are: How will expenses be divided? How will debt be divided? The importance of financial transparency. Estate planning issues ...

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April 12, 2024

Ep 164: The ONE financial question that you should be asking yourself.

A common misconception is that a Financial Advisor's job is only to invest his/her clients' money in a way that will get them the highest return possible. While investment management is important, it is only a part of the fi...

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April 5, 2024

EP 163: The Art of Financial Harmony: Balancing Luxuries, Investments…

Have you ever wondered why you have an abundance of resources, both financial and otherwise, yet there are so many others that are struggling? Have you ever wondered why you might have a nice car, yet others in your community...

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March 29, 2024

Ep 162: Life insurance HACKS that you NEED to know.

David Chudyk and Justin Sykes discuss non-traditional uses of life insurance. The most common use for life insurance (and a very important use) is for DEATH benefit protection. This provides a cash death benefit to a benefi...

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March 15, 2024

Ep 161: Rise above the Money Fog.

Author and long time Money Coach, Mikelann Valterra discussed: Money has the power in our lives to give us better lives. The Money FOG stems from our experiences as children.... our childhoods shaped our beliefs about money. ...

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March 8, 2024

Ep. 160: Mastering Your Money: Strategies for Credit Score and Debt S…

In this episode we discuss the important topics of credit scores and debt . Firstly we explained: The basics of what a credit score is. The basics of how to improve your credit score. The basics of why your credit …

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March 1, 2024

Ep 159: What is The Weekly Wealth Podcast?

In this episode we discuss the origins and purposes of the show. Email david@parallelfinancial.com with any questions. Visit www.weeklywealthpodcast.com/contact to set your appointment time go to www.weeklywealthpodcast.com/v...

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Feb. 23, 2024

Ep 158: Making your company legally invisible.

Scott Royal Smith is an educator, investor, and attorney who helps business owners to protect their assets. We discuss: Ways to protect your company from lawsuits. Being the CEO of your own WEALTH company. Protecting yourself...

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Feb. 16, 2024

Ep 157: Why is a financial podcast interviewing a Licensed Family The…

Licensed Family Therapist, Thomas Castro talks about: Eliminating the need for our partners to act differently in order for us to be happy. In order for us to HAVE different relationships we need to DO different things. How i...

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Feb. 9, 2024

Ep 156: An EXCITING new feature AND your business sale checklist.

If you are at the point in your career where considering the exit of your business, these are some factors that should be considered: Ask yourself if you are ready to sell the business. Know what your business is worth. …

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Feb. 2, 2024

Ep 155: Finance Through the Ages: Understanding Each Generation's Mon…

The Silent Generation (Born 1928-1945) Concerns and Challenges: Healthcare Costs: Rising medical expenses and long-term care costs. Income Security: Limited earning potential due to retirement. Inflation: Impact on fixed inco...

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Jan. 26, 2024

Ep 154: A former financial advisor talks about mindset and success.

Former financial advisor, April Roberts talks about how FIXED mindsets can either help or hurt us in our journeys to success. Make sure to learn more about April via: www.vixengathering.com/link-tree Listen to THE VIXEN VOICE...

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Jan. 19, 2024

Ep 153 Don't let the Tax Tail Wag the giving Dog, with John Cullum

Charitable consultant for The American Heart Association, John Cullum, CFP(r) discusses: Why some people are charitable and others are not. Why it feels good to give. Different giving styles for different generations. What ar...

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Jan. 5, 2024

The Balanced Approach: Fitness, Finance, and Nutrition Wisdom with St…

Welcome to the first Weekly Wealth Webinar, where we dive into the world of wellness with our Wednesday Wellness Webinar . In this unique session, host David Chudyk is joined by Steve Pumphrey , a certified personal trainer, ...

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Dec. 29, 2023

Ep: 151 You are not alone. Everyone has MONEY CONCERNS.

In this episode, we discuss some of the financial concerns that some of the people that I have worked with and spoken with this year. They include: Am I saving enough money? Am I saving too much money? What can …

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