Episodes

Buying & Selling a Business: The Legal Playbook Every Owner Needs Featuring Jordan Goewey of Thomas Fisher and Edwards P.A. If you’re a business owner who thinks “I’ll just sell my business one day and everything will work out” — this episode is required listening. In my practice, I spend a lot of time helping business owners increase the value of their businesses and prepare for an eventual exit. But today, we flip the script and talk about what actually happens during a sale — from a legal s...

Schedule your VISION CALL with David Chudyk by visiting www.weeklywealthpodcast.com/vision EPISODE DESCRIPTION This week on The Weekly Wealth Podcast, we’re doing something we’ve never done before — we’re welcoming a South Carolina State Senator and the President of the SC Senate, Thomas Alexander, to break down how state government really works. Most people only pay attention to politics at the national level… but the truth is, your state government affects your daily life in huge ways — from...

Podcast: The Weekly Wealth Podcast Host: David Chudyk, CFP® Guest: Mike Draper, Partner at CFO Systems If you’re a business owner generating $2 million to $15+ million in annual revenue, one of your biggest risks may not be sales, competition, or employees — it may be your financial blind spot. In this episode of The Weekly Wealth Podcast, David Chudyk sits down with Mike Draper, Partner at CFO Systems, to explain how a fractional CFO helps business owners improve cash flow, make better stra...

🎙️ The Weekly Wealth Podcast Special Guest: Jessica Pierce In this episode of The Weekly Wealth Podcast, host David Chudyk is joined by special guest Jessica Pierce for an insightful conversation around money, mindset, and making smarter financial decisions. Together, they explore how behaviors—not just numbers—play a critical role in long-term wealth, and how intentional choices today can create confidence and clarity for the future. Whether you’re just starting your financial journey or refi...

What if the biggest financial move you make in 2026 isn’t a Roth conversion or an investment pick—but fixing your marketing? In the first episode of 2026, Certified Financial Planner™ David Chudyk sits down with marketing strategist Katie Brinkley to unpack practical, non-cringey marketing strategies that business owners can implement right now—without dancing on TikTok or posting 42 times a week. This conversation is packed with real-world marketing advice, especially for Main Street business...

Welcome to the first episode of 2026. In this episode of The Weekly Wealth Podcast, Certified Financial Planner™ David Chudyk shares 25 powerful lessons from 2025—lessons learned from working closely with business owners, high earners, and high‑net‑worth families. These lessons span three critical areas: • Business ownership & leadership • Personal finance & investing • Life, health, and perspective This episode is designed to help you think better, behave better, and ultimately make bette...

📄 Episode Description The days after Christmas often bring a rare and beautiful pause—less noise, fewer obligations, and space to breathe. In this special abbreviated episode of The Weekly Wealth Podcast, Certified Financial Planner™ David Chudyk invites listeners to step away from budgets, to-do lists, and financial strategies to reflect on a different kind of wealth. This episode explores the qualitative side of wealth: rest, gratitude, contentment, and time with the people who matter most. ...

📌 Episode Overview When people hear “investing,” they often think about hot stocks, market predictions, or timing the next big move. In this episode of The Weekly Wealth Podcast, Certified Financial Planner David Chudyk breaks down what truly matters: how your portfolio is structured, balanced, and managed over time. This episode isn’t about what to buy—it’s about why you own what you own, how different investments interact, and how intentional design can lead to better long-term outcomes, esp...

Episode Summary In this holiday-inspired episode, David Chudyk shares 10 meaningful financial “gifts” your future self will be grateful for in 2026 and beyond. These gifts aren’t wrapped under a tree—they’re intentional decisions that build clarity, confidence, stability, and long-term wealth. This episode is designed for anyone looking to step into the new year with better habits, smarter planning, and a sense of peace around their finances. Key Topics Covered 1. The Gift of Financial Clarity ...

📘 Show Notes: 26 Big Decisions for Wealth Growth Episode Title: 26 Big Decisions for Wealth Growth Host: David Chudyk, CFP® Podcast: The Weekly Wealth Podcast 🔥 Episode Overview In this episode, David breaks down 26 powerful “big decisions” that can dramatically impact your wealth, business, lifestyle, and long-term financial freedom. Instead of tackling everything at once, David challenges listeners to choose one single decision to focus on in 2026—the one that will create a domino effect in e...

In this special Thanksgiving edition, David brings a little humor (and a questionable turkey sound effect) to kick off a heartfelt conversation about gratitude—why it matters, how it affects our lives, and why focusing on the good can be one of the most powerful wealth-building mindsets we can adopt. 🌟 Why Gratitude Matters David explores three big reasons gratitude is more than just a nice idea: ✅ 1. Gratitude Shifts Our Focus Our brains are wired to look for danger and problems. Gratitude ...

📘 Show Notes: Episode 243 7 Wealth Leaks Silently Draining High-Earning Entrepreneurs In this week’s episode of The Weekly Wealth Podcast, Certified Financial Planner David Chudyk breaks down seven of the biggest hidden money leaks he sees among high-earning entrepreneurs and business owners. These leaks are subtle, easy to overlook, and can quietly cost thousands each year — but the good news is they’re fixable. David walks you through each leak, explains why it happens, and gives practical st...

🎙️ Episode Title: Boosting Your Business Valuation for Sale Podcast: The Weekly Wealth Podcast Host: David Chudyk, CFP® 💡 Episode Overview In this episode, Certified Financial Planner™ David Chudyk shares practical strategies to increase the value of your business — whether you plan to sell soon or simply want to build a stronger, more profitable company. From leadership pitfalls to recurring revenue models, David outlines actionable ways business owners can make their company more attractive...

🎙 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...