These are the major lessons that I learned or confirmed in 2023. What about you? What did you learn? 1. Life is not always hard. 2. Today’s results are from the seeds that we planted yesterday, last week, or even …
Kellie Good of Blackstone Accounting explains: The S-Corp Election Details of the home office deduction The Augusta Rule Some benefits of hiring your children Kellie also discusses: Some changes to IRS guidelines and rules fo...
Rule # 1: NEVER LOSE MONEY Rule # 2: NEVER FORGET RULE # 1 We discuss how proper risk management in our lives can help us to reduce the chances of ever losing large amounts of our financial nest eggs …
With the end of the year quickly approaching, it is important to be purposeful with our finances. In this episode we discuss: tax loss harvesting having a Holiday spending plan retirement plan contributions reviewing tax wit...
On this Thanksgiving 2023 episode of The Weekly Wealth Podcast, we talk about GRATITUDE and THANKFULNESS. Let's all commit to being Thankful all year, not just one Thursday in November.
In this episode, host David Chudyk welcomes Austin Erickson from John Hancock , Regional Vice President at John Hancock Retirement, to discuss the Secure Act 2.0. They aim to provide valuable information to help individuals a...
In today's episode, we're diving deep into the topic of outsourcing personal activities and discussing how much your sanity is truly worth with Hannah Morgan Hannah believes that outsourcing can improve your financial situati...
Welcome to this week's episode of the Weekly Wealth Podcast! I'm your host, David Chudyk, a certified financial planner with Parallel Financial. In today's episode, we will be discussing three common financial mistakes that e...
Today we have a very important topic to discuss: college planning . Joining us as our guest is Seth Greene, a renowned financial aid expert with over 24 years of experience. Seth shares valuable insights on college admissions...
As an entrepreneur, academic, author, consultant, and teacher, Maria Kellis works with leaders in the corporate space. On a quest to bring the essence of energy and flow into the business world, while working on gaining profi...
Inflation fears are everywhere! Prices of food, gas, housing and all of the other items that we need on a daily basis are increasing. Learn how to combat inflation in your own personal life with THREE valuable tips. and reme...
Dave Jackson began podcasting in 2005 and launched the School of Podcasting (schoolofpodcasting.com). His School of Podcasting show has over 3.3 million downloads. He has helped hundreds of people plan, launch, and grow their...
In continuing with our recent "back to school" theme, this week's episode focuses on THREE homework items: Take a financial (spending audit). Examine subscriptions/recurring charges and classify outflows as needs/wants. Take...
Three questions that financial advisors SHOULD be asking are: HOW ARE YOU? Financial health is very important, but as a financial advisor, I believe that financial, spiritual, relational, physical, and mental health are all ...
At it's core, the Depp V Heard case is about defamation. In this episode, Attorney to the stars, Chris Melcher gives his unique perspective and shares his expertise on this case. The episode also speaks about what defamation...
Why should you work with a Financial Advisor? If any of these scenarios apply to you, it could be a great idea to work with a Financial Advisor. You don't know what you don't know about your financial situation. You …
If you are like me, you have children and you want them to be financially successful and have minimal financial stress. This episode talks about some ideas that schools should implement into their curriculums and, if they don...
As a pioneer in the field of therapy and mental health, Thomas I. Castro has played a significant role in countless lives, equipping people with invaluable tools to navigate life's challenges and discover their fullest potent...
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, ...
SEGMENT 1: Have you noticed that your all of your insurance premiums are increasing? Perhaps you are in an area of the country where many major insurers are no longer writing insurance policies? Segment 1 of this episode talk...
For more than two decades, master money coach Mikelann Valterra, MA, AFC®, has helped women transform their relationship to money. A highly respected expert in financial psychology, she has written and spoken extensively on p...
Let's talk about: A quote that might lead to some new investment and financial planning philosophies for you. Some items to keep in mind when considering a Roth Conversion (can you say IRMAA?) Events that can cripple you from...
Carla Tutus is a fractional CFO who helps business owners to: 1. Understand their cash flows. 2. Plan/forecast for uneven and seasonal revenue streams. 3. TRULY understand what expenses they can afford and what expenses they ...
Cary Smalley is a lifelong Kansas Citian and, is a licensed attorney Kansas, and has been in practice for 17 years. In this episode, we speak about the legal documents and estate planning topics that you and your loved ones …