Exploring the Mindsets, Tactics, and Strategies to help you to build and maintain WEALTH.
Featured Episodes
These are some of our most popular episodes.
Ep. 125 Why Parallel?
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Episode 125
Episode 108: How to NOT be a JERK of an employer
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Episode 108
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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 financi…
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…
April 19, 2024
Ep 165: Second Chance, Shared Wealth: Financial Tips for Remarried Couples
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…
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 f…
April 9, 2024
What are stocks, what are bonds, and what are ETF'S?
We give a basic description of Stocks, bonds, and ETF'S.
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Unlocking the Hidden Benefits of Life Insurance: Beyond Death Protection
Introduction: Unlocking Hidden Benefits of Life Insurance
Life insurance, often associated solely with death protection, offers a wealth of underappreciated benefits. This article delves into the non-traditional uses of life insurance, empowering y…