Videos

It’s time for this week’s Tuesday’s Tid-Bit! As we wrap up 2025, here are a few smart year-end tax moves to consider—Roth conversions, tax-loss harvesting, and charitable giving. Little steps now can make a big difference later! #TuesdaysTidBit #FinancialTips #YearEndPlanning #TaxPlanning #RothConversion #TaxLossHarvesting #CharitableGiving #MoneyMatters #FinanceSimplified #MoneyTalks #WealthTips #SmartMoneyMoves #FinancialWellness…

Do you have ONE decision that you know that you need to make in 2026? #weeklywealthpodcast #onedecision #money #davidchudyk

Vision drives decisions and decisions drive wealth. #weeklywealthpodcast #davidchudyk #exiplanning #entrepreneurs

Business Cash Flow Problems? Are you strategically thinking about your business cash flows? Do you have a plan for your business finances? Schedule your vision call www.weeklywealthpodcast.com/vision

The Silent Budget Killer: Lifestyle Creep DO NOT grow your lifestyle at the same rate as your income! This is a huge wealthkiller #lifestylecreep #income #expenses #wealth #weeklywealthpodcast

Let's spread the word! Don't spend Black Friday thinking about THINGS and CONSUMPTION, but rather about family and love. #blackfriday #love #whatreallymatters #

🎙️ Tuesday Tidbit: Your 401(k) doesn’t have to sit on autopilot! You can have it professionally managed — without changing jobs. 👋 Email David@ParallelFinancial.com to see how. #FinancialPlanning #InvestSmarter #RetirementGoals #MoneyMindset Disclosure: The information and material contained in this communication is confidential and intended for the recipient addressee named. If…

Stacey Brown Randall talks about her new book and how to generate referrals without CHEESY scripts. Clients will refer to us... if we provide an experience to them that makes them feel SPECIAL, VALUED, and they know that we are beyond competent.

Social Security taxation

Understanding Marginal Tax Rates

n 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…

Go to www.weeklywealthpodcast.com/valuebuilderscore to learn where your business can improve and become more valuable. Email david@parallelfinancial.com

Your business is an asset. Are you treating it that way?

Would You Buy Your Own Business? Is your business a total train wreck? Make sure to get your valuebuilder score to get some insight.

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…

How well do you handle your business's cash flow?

Should you max out your 401k?

There are many types of risk... one of which is "not keeping up with inflation".

Discover the benefits of Historic Preservation Trusts in our upcoming webinar. Learn how these unique investment opportunities can provide tax advantages, support community revitalization, and enhance your wealth strategy. Ideal for investors, business owners, and high-net-worth individuals seeking smart financial planning tools. Disclosure: Disclosure: The information and material contained in…

The Weekly Wealth Podcast is a way of introducing my thoughts and philosophies to the world. Very simply stated... it is a marketing tool for my private wealth management practice.

Do you make financial decisions without consulting others?

Football Season: Finances and First Downs: What you can learn from football and apply it to your finances