Episodes

260
March 20, 2026

Ep 260: A CFP(r)'s Honest Take on the Iran Conflict and Your Money

Episode Summary Geopolitical events feel catastrophic in the moment — but history says otherwise. In this episode of the Weekly Wealth Podcast, Certified Financial Planner David Chudyk breaks down exactly what investors should (and shouldn't) do during the ongoing Iran conflict and the market volatility it has created. From reevaluating your risk tolerance to turning off the news, David shares the same actionable strategies he discusses daily in his wealth management practice with business owne...
259
March 13, 2026

Ep 259: How Delegation Builds Business Value (And Your Net Worth)

How Delegation Builds Business Value (And Your Net Worth) | Weekly Wealth Podcast Episode Summary Most financial advisors talk about stocks, bonds, and investment strategies to grow your wealth. But CFP David Chudyk takes a different approach — because for most business owners, your business is your biggest asset. In this episode, David dives deep into one of the most underrated wealth-building strategies for entrepreneurs: the art of delegation. If you've ever found yourself printing documen...
258
March 6, 2026

Ep 258: Long Term Care 101: A Mini Masterclass

For any inquiries, please contact david@parallelfinancial.com ------------------------------------------------------------ Long term care is often misunderstood, and this episode dives into what it really is and what it isn’t. We break down the financial impacts it can have on both your life and your family’s life. It’s not just about planning for retirement; it’s about managing risks that can come up later. We give you a mini masterclass on long term care, touching on different types of care o...
257
Feb. 27, 2026

The Badge of Honor That's Killing Your Business with Deric Keller

Guest: Deric Keller - Certified Business Coach with Exit Momentum, former $10M business owner Episode Overview: Financial advisor David Chudyk interviews business coach Deric Keller about strategies that make businesses more profitable, sellable, and sustainable while improving owner wellbeing. Key Topics Discussed: 1. Common Hiring Mistakes Founders often hire to "fill a seat" rather than designing the role first This creates "Frankenstein roles" that are hard to replace and measure Best pr...
256
Feb. 20, 2026

Ep 256: Boring Habits of Wealthy People

🎙️ The Weekly Wealth Podcast Boring Habits of Wealthy People Most people think wealth is built through big stock picks, crypto wins, business exits, or lottery-level luck. But in reality? Wealth is usually built through habits that are simple, repeatable… and honestly a little boring. In this episode, David breaks down the real behaviors he sees in high-net-worth clients and successful business owners — and why these steady habits often outperform flashy financial decisions. 💡 What You’ll ...
256
Feb. 13, 2026

Ep 256: Divorce, Business Ownership, and Wealth Protection with Kelly Lise Murray

Make sure to check out www.wealthlitigated.com Divorce is never just emotional — it’s financial, strategic, and often incredibly complex, especially when businesses and significant assets are involved. In this episode, Certified Financial Planner™ David Chudyk sits down with legal educator and wealth-dispute expert Kelly Lise Murray to unpack the real financial realities behind divorce. Together, they explore how assets are discovered, valued, negotiated, and divided — and why business owners ...
255
Feb. 6, 2026

Ep 255: Identify Over Resolutions: Your Money Mindset

🎙️ Weekly Wealth Podcast | Identity Over Resolutions: Your Money Mindset For any inquires, you can email me at david@parallelfinancial.com --------------------------------------------------------------------------- What if the key to financial success isn’t chasing the next hot investment—but becoming the kind of person who makes better money decisions over time? In this episode, Certified Financial Planner David Chudyk pulls back the curtain on what a real financial advisor actually does day ...
254
Jan. 30, 2026

Ep 254: Buying & Selling a Business: The Legal Playbook Every Owner Needs

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...
Guest: Jordan Goewey
253
Jan. 23, 2026

Ep 253: State Government 101: Business Growth, Budgeting & Real Issues in your state.

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...
252
Jan. 16, 2026

Ep 252: The Owner’s Blind Spot: How a Fractional CFO Can Strengthen and Scale Your Business

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...
Guest: Mike Draper
251
Jan. 12, 2026

Ep 251: BONUS Episode with Special Guest, Jessica Pierce

🎙️ 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...
250
Jan. 9, 2026

Ep 250: New Year, New Revenue: Marketing & Branding Strategies Every Business Owner Needs in 2026

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...
249
Jan. 2, 2026

Ep 249: 25 reflections on 2025

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...
248
Dec. 26, 2025

Ep 248: Wealth Beyond the Balance Sheet: Rest, Thankfulness & Time

📄 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. ...
247
Dec. 19, 2025

Ep 247: Portfolio Construction 101

📌 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...
246
Dec. 12, 2025

Ep 246: Financial Christmas Gifts for Your Future Self

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 ...
245
Dec. 5, 2025

Ep 245: 26 Big Decisions for Wealth Growth

📘 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...
244
Nov. 27, 2025

Ep 244: Thankfullness

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 ...
243
Nov. 21, 2025

Ep 243: 7 Silent Money Leaks Draining High-Earning Entrepreneurs

📘 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...
242
Nov. 14, 2025

Ep 242: Boosting Business Valuation for Sale

🎙️ 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...
241
Nov. 7, 2025

Ep 241: The Biggest Wealth Tool: You?

🎙 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. ...
240
Oct. 30, 2025

Ep 241: This Halloween Episode Will Scare the $^#% Out of You!

👻 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...
239
Oct. 24, 2025

EP 239: How to Create a Referable Client Experience with Stacey Brown Randall

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...
238
Oct. 17, 2025

Ep 238: Turning Taxes Into Real Estate: How to Invest in Historic Properties Using Your Federal Tax Liability

🏛️ 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...