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Ep 276: Peyton Hoppes
Guest: Peyton Hoppes, ProVest Wealth Advisors (Spartanburg, SC)
Episode Summary
David sits down with longtime friend and fellow financial advisor Peyton Hoppes to talk shop. Peyton recently joined ProVest Wealth Advisors in Spartanburg, SC, where he and colleague Gabe are stepping in to take over the client relationships of a retiring advisor. The two dig into what they're seeing with clients day-to-day: how busy families in their "formation years" actually manage cash flow, the real differenc
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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
276
Aug. 14, 2026
Ep 276: Peyton Hoppes
Guest: Peyton Hoppes, ProVest Wealth Advisors (Spartanburg, SC) Episode Summary David sits down with longtime friend and fellow financial advisor Peyton Hoppes to talk shop. Peyton recently joined ProVest Wealth Advisors in Spartanburg, SC, where he and colleague Gabe are stepping in to take over the client relationships of a retiring advisor. The two dig into what they're seeing with clients day-to-day: how busy families in their "formation years" actually manage cash flow, the real differenc
Aug. 7, 2026
Will you be the Richest Corpse in the Graveyard?
What if you have already won - and you don't even know it? In this episode of The Weekly Wealth Podcast, Certified Financial Planner(tm), David Chudyk tackles one of the most overlooked problems in retirement... DYING WITH TOO MUCH MONEY. If you have a paid off home, some guaranteed income covering most of your bills, and a portfolio that you've been quietly protecting instead of using - this episode is for you. There is some research that show 1 in 3 retiress still ahve 100% or more of their
275
Aug. 7, 2026
Ep: The Richest Corpse in the Graveyard
The Richest Corpse in the Graveyard If you ran out of money, when would it happen? For a growing number of retirees — paid-off home, pension, Social Security, a seven-figure portfolio sitting quietly in the background — the honest answer is probably never. And yet study after study shows this exact group is still the most hesitant to spend a dollar of it. In this episode, David uses a composite family — paid-off home, $3 million invested, pension and Social Security covering nearly all of thei
274
July 31, 2026
EP 274: A Refresher... check it out!
Replay Episode — This one's a "blast from the past." David originally recorded this conversation in the last quarter of 2022, right in the middle of heavy recession fear and a rough year in the markets. He's bringing it back now because 2026 has had its own share of ups and downs, and the mindset underneath this conversation hasn't gone stale. Joining David is Mike DiJoseph of Vanguard's Investment Advisory Research Center, whose team studies why investors make the decisions they make — and how
273
July 24, 2026
Ep 273: The Mid-Year Money Checkup: 9 Things to Check Before the Year Slips Away
The Mid-Year Money Checkup: 9 Things to Check Before the Year Slips Away You change your oil every 5,000 miles or so. Nobody waits for the engine to seize up on the highway to think about it. Your finances deserve the same treatment — and we're right at the halfway point of the year, which is exactly the moment to pop the hood before a bunch of December deadlines sneak up on you. This episode is nine things, no long story, no single deep dive. Some apply if you're a business owner, some don't
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Nov. 25, 2024
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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…
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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…