Episodes

🎙 Episode Title: The Biggest Wealth Tool: You? Podcast: The Weekly Wealth Podcast Host: David Chudyk, CFP® Duration: ~15 minutes 💡 Episode Summary In this episode, Certified Financial Planner™ David Chudyk reveals what he believes is the biggest wealth-building—and wealth-destroying—tool you have: your mind. David explores how mindset, habits, and self-talk directly influence financial outcomes, and shares practical “mantras” to guide listeners toward a healthier relationship with money. ...

👻 Episode Summary In this special Halloween edition, David explores some of the scariest financial mistakes people make — from ignoring their 401(k)s to neglecting estate planning and assuming their business will fund retirement. He also shares tips to avoid these “financial frights” and offers resources to help you make smarter money decisions. 🧟‍♂️ Key Takeaways Don’t drift with your 401(k): Review your investments regularly and get professional advice. Don’t assume one small action solves...

In this episode of The Weekly Wealth Podcast, Certified Financial Planner ™ David Chudyk sits down with referral expert and author Stacey Brown Randall to uncover the secrets behind a truly referable client experience. Stacey explains why great service isn’t enough, how to turn everyday clients into raving referral sources, and why asking for referrals can actually hurt your business. Whether you’re a financial advisor, business owner, or sales professional, this conversation will help you re-e...

🏛️ Episode Overview In this episode of The Weekly Wealth Podcast, host David Chudyk, CFP®, sits down with Gordon Short of GBX Group to explore an incredible — and legal — tax strategy that allows high-income earners to use their federal tax liability to invest in historic real estate. If you’ve ever wondered whether your tax dollars could do something more — like restore America’s historic architecture and generate potential returns — this episode is for you. 🎥 Watch the full webinar (with sl...

💡 Episode Summary In this week’s Ask the Professor edition of The Weekly Wealth Podcast, host David Chudyk, CFP®, sits down with financial educator and colleague Justin Chastain (“The Professor”) to unpack key tax planning concepts that impact retirement, Social Security, and business owners. Justin—who teaches future CFP® professionals through Dalton Education—shares his trademark mix of deep insight and humor while explaining how proactive tax strategies can create real, lasting wealth. 🧩 T...

In this week’s episode of The Weekly Wealth Podcast, David sits down with Mark Weithorn, a marketing expert turned tech entrepreneur who has spent the last 21 years running a successful web design and CRM company for realtors. From navigating industry disruptions to preparing employees for entrepreneurship to adopting AI responsibly, this conversation is full of lessons every business owner can apply. Whether you’re in real estate, tech, or any small business, the themes of resilience, reinvent...

Episode Overview Your business is likely your biggest asset—but are you treating it like one? In this week’s episode of The Weekly Wealth Podcast, Certified Financial Planner™ David Chudyk breaks down the eight key drivers of company value that make your business more attractive, sellable, and profitable. Whether you’re years away from selling or just want to build a business that runs smoothly without you, these strategies will help you create a more valuable, marketable, and enjoyable compan...

Too many people assume maxing out a 401k is always the smartest move. But what if it isn’t? In this episode, Certified Financial Planner™ David Chudyk breaks down three common financial mistakes he sees in his wealth management practice: Over-contributing to 401(k) plans without thinking about liquidity. Misunderstanding risk — either by avoiding it completely or chasing unrealistic returns. Blurring the line between business and personal finances. You’ll walk away with a clearer understandi...

Your home is often one of your largest assets—but how do you actually use that equity to improve your lifestyle, reduce financial stress, or create a safety net? In this week’s episode, host David Chudyk, CFP®, is joined by Archie Johnson of Mutual of Omaha Mortgage to explore how retirees and high earners can strategically access their home’s equity. They break down how tools like the Home Equity Conversion Mortgage (HECM) can eliminate mortgage payments, provide a line of credit, and even hel...

Email david@parallelfinancial.com with your questions. Don't forget to schedule your 10-minute vision call www.weeklywealthpodcast.com/vision Episode Summary It’s football season, and Certified Financial Planner™ David Chudyk is drawing play-by-play lessons from the field to your financial life. Just like championships aren’t won on Saturdays or Sundays but in the preparation during the week, your financial success comes from the fundamentals, the planning, and yes—even the “boring” stuff. In...

Schedule your TEN-MINUTE VISION CALL www.weeklywealthpodcast.com/vision Email david@parallelfinancial.com with any questions 🎙️ Episode Overview In this episode, host David Chudyk, CFP®, kicks off the Fall Webinar Series with a powerful conversation with Greg Towner, Chief Investment Officer at Parallel Financial. Together, they dive deep into the guiding principles of portfolio management and the importance of investor behavior. Greg introduces the QRLT framework (you’ll have to listen in t...

👉 Connect with us on social media for more wealth-building tips: 📸 Instagram: @weeklywealthpodcast 👍 Facebook: Weekly Wealth Podcast Community 🌐 Website: www.weeklywealthpodcast.com It’s that time of year again—back to school season! And while our kids are busy hitting the books, many of them are missing out on some of the most important lessons of all: how to handle money. In this week’s episode of The Weekly Wealth Podcast, Certified Financial Planner™ David Chudyk shares 10 financial trut...

As always, email david@parallelfinancial.com with any questions! Thank you so much for listening to this episode. PLEASE tell a friend about it. Free Tools for Individuals Debt Snowball Calculator Personal Balance Sheet Generator Personalized Risk Number 10-Minute Vision Call with David Free Tools for Business Owners Value Builder Score Assessment PreScore™ – Personal Readiness to Exit Freedom Point Calculation Free eBooks The End Game Inside the Mind of the Acquirer The Subscription Economy...

Contact David via email david@parallelfinancial.com Get your VALUE BUILDER SCORE www.weeklywealthpodcast.com/valuebuilderscore Schedule your 10-minute VISION CALL In this episode of The Weekly Wealth Podcast, host and Certified Financial Planner David Chudyk welcomes personal development author and mindset coach Kam Knight to dive deep into the psychology of self-worth, resistance, internal dialogue, and financial growth. 🔑 Key Topics Covered: Why internal resistance grows when your desires...

🔗 Resources and Links: 10-Minute Wealth Vision Call: WeeklyWealthPodcast.com/vision – Quick, no-pressure financial clarity session. Business Value Builder Score: WeeklyWealthPodcast.com/valuebuilder – Find out how sellable your business is and how to increase its value. Join the Conversation: Weekly Wealth Podcast Facebook Group – Share your thoughts and get accountability on updating your estate plan. What You’ll Learn in This Episode: Why Estate Planning Matters – Key components every plan ...

Don't forget to share this episode with a friend, family member, colleague, or co-worker. Learn more about David by listening to episode 215: Who is David Chudyk and what does he do? <-- Click here to listen! In this powerful episode of The Weekly Wealth Podcast, Certified Financial Planner David Chudyk pulls back the curtain on why traditional budgeting advice often fails—and how a smarter, psychology-driven approach to spending can lead to long-term wealth. This week’s episode covers three h...

📩 Let’s Connect! We want to hear from you! Join the discussion in the Weekly Wealth Podcast Facebook Group or email David directly at david@parallelfinancial.com with your thoughts on what being rich means to you. 📞 Ready for Clarity? If you're a high earner or business owner and want help taking the next smart step in your financial life, book a free 10-Minute Wealth Vision Call with David today—no pressure, just clarity. 📢 Help Us Grow! If you found value in this episode, please share it ...

As always, please contact me to connect. Whether it's to chat about this week's podcast episode or anything else on your mind: David's Calendar Takeaways: The Big Beautiful Bill is a massive 900-page law that includes tax reforms and spending changes. One major change is the extension of the 2017 tax cuts for individuals, which helps many taxpayers. Seniors will benefit from an additional $6,000 exemption, providing them with more tax relief. Another key point is the introduction of a tax cre...

In celebration of Independence Day, this episode dives into a different kind of freedom—financial freedom. David Chudyk, Certified Financial Planner, shares powerful insights on what financial independence truly means for high earners, business owners, and the mass affluent. Spoiler: It’s not just about having a big income—it’s about creating financial margin, controlling your time, and building true wealth. 💥 What You’ll Learn: Why 66% of high earners still live paycheck to paycheck The defi...

💡 Episode Summary We all love talking about growing our money—stocks, ETFs, crypto, and dividends. But what about protecting what we've already worked so hard to earn? In this episode, Certified Financial Planner and property & casualty agency owner David Chudyk dives deep into one of the most overlooked, least "sexy"—but absolutely essential—tools in your financial toolkit: property and casualty insurance. Whether you're a homeowner, a driver, or a business owner, understanding this coverage ...

🎧 EPISODE SUMMARY: In this episode of The Weekly Wealth Podcast, host David Chudyk sits down with Munira Zahabi—consultant, author, podcast host, and the renowned Niche Navigator. They explore what it really takes to stand out in today’s noisy marketplace and how giving your business a voice can dramatically shift your visibility and profitability. Whether you’re an entrepreneur feeling unseen or just looking for smarter ways to market yourself, this conversation is packed with real talk, perso...

🔑 Episode Summary In Episode 220 of The Weekly Wealth Podcast, David Chudyk flips the script from last week’s focus on business challenges to highlight the powerful benefits of entrepreneurship. From unlimited income and legacy-building to personal growth and purpose, this episode is your reminder of why business ownership is one of the most rewarding journeys you can take — financially and personally. 🧠 What You’ll Learn The true upside of owning a business (hint: it's not just money) How bus...

🔑 Episode Summary In this episode of The Weekly Wealth Podcast , David Chudyk gets real with business owners — from startup entrepreneurs to seven-figure professionals — and shares the six most common mistakes that sabotage business success and financial peace. This is a must-listen if you want to run a more profitable, less stressful business and finally build lasting wealth. 🧠 What You’ll Learn Why treating your business bank account like a personal ATM leads to disaster How not knowin...

As always, you can email me at david@parallelfinancial.com to connect. Takeaways: Making a lot of money doesn't mean you won't face financial struggles down the road. Many high earners face unexpected financial issues despite their wealth and earnings. It's important to manage your spending wisely, regardless of how much you earn. Impulse buying can lead to regret and financial instability, so be mindful of spending. Regular financial check-ins can help keep your money situation in check a...