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2025 Lessons and 2026 Reflections 00:00 2025 Lessons and 2026 Reflections

#TuesdayTidbit 💡 Holiday reminder: Set spending guidelines, not stress. 🎁 Disclosure: The information and material contained in this communication is confidential and intended for the recipient addressee named. If you are not the intended recipient, please delete the message and notify the sender immediately. Fiduciary Alliance LLC is an Investment…

Emotional spending feels great… for 10 minutes. Intentional spending feels great for years. This holiday season: ✔️ Spend on purpose ✔️ Invest in your health ✔️ Invest in relationships ✔️ Pay for convenience when it buys back your time ✔️ Build memories, not regret Your future self is counting on…

Want to please everyone? Serve ice cream. 🍦 Want to lead your life? Learn to say NO. Your future self is counting on you to set boundaries—financially, emotionally, and mentally. Disclosure: The information and material contained in this communication is confidential and intended for the recipient addressee named. If you…

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…

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.