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...
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...
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...
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...
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...
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. …
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...
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 ...
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 ...
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...
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...
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...
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. ...
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 …
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...
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...
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...
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. …
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...
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...
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...
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, ...
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 …