Rule # 1: NEVER LOSE MONEYRule # 2: NEVER FORGET RULE # 1We discuss how proper risk management in our lives can help us to reduce the chances of ever losing large amounts of our financial nest eggs due to losses that might have been covered by any number of types of insurance. Email [email protected] with any insurance/risk management questions. Be on the lookout for signup information for the upcoming WEDNESDAY WELLNESS WEBINARS that will be happening:Wednesday January 3rd.... Physical WellnessWednesday January 10th... Relational WellnessWednesday January 17th... PhilanthropyWednesday January 24th...Financial WellnessWe talk about it all of the time... TRUE wealth is not simply limited to accumulating money. It relates to all of the important areas of our lives.If you are a business owner, don't forget to get your Value Builder Score by going to www.allofmyassets.com/value-builder-score

With the end of the year quickly approaching, it is important to be purposeful with our finances. In this episode we discuss:tax loss harvestinghaving a Holiday spending planretirement plan contributionsreviewing tax withholdingsreviewing FSA planWe also discuss the importance of developing a personal development plan and budget. This can include books, courses, conferences, mastermind groups, etc.Finally, we unveil our exciting program for 2024... Wednesday Wellness Webinars. We will be hosting webinars that will teach the subjects of nutrition/exercise, relationships, charitable giving, and financial health.Make sure to click on the microphone icon and leave a short message with any of your financial WINS in 2023.Email [email protected] with any questions and make sure to go to Schedule a Chat (weeklywealthpodcast.com to set your appointment.

On this Thanksgiving 2023 episode of The Weekly Wealth Podcast, we talk about GRATITUDE and THANKFULNESS. Let's all commit to being Thankful all year, not just one Thursday in November.

In this episode, host David Chudyk welcomes Austin Erickson from John Hancock, Regional Vice President at John Hancock Retirement, to discuss the Secure Act 2.0. They aim to provide valuable information to help individuals and business owners make sound financial decisions.One of the main goals of the Secure Act 2.0 is to make retirement plans easier to access and set up. This applies to both business owners and their employees. The legislation aims to streamline the process of establishing retirement plans, reducing administrative burdens, and making it more convenient for individuals to participate in these plans.Full show notesSchedule a Chat with DavidSchedule a Chat Parallel FinancialParallel Financial Weekly Wealth WebsiteWeekly Wealth Website Ask Dave To SpeakAsk David To Speak Follow the ShowListen to The Weekly Wealth Podcast

In today's episode, we're diving deep into the topic of outsourcing personal activities and discussing how much your sanity is truly worth with Hannah MorganHannah believes that outsourcing can improve your financial situation and enhance your overall quality of life. We'll explore the pain points and tasks that many of us dislike, don't have time for, or simply struggle with. From paying bills to scheduling appointments, Hannah has a wealth of insights on identifying and delegating these tasks effectively. We'll even touch on the impact that domestic labor and gender roles play in our lives. Hannah's expertise in this area is unparalleled.Mentioned In This Episodewww.heronhousemanagement.comTodoistAsanaHannah on InstagramSchedule a Chat with DavidSchedule a Chat Parallel FinancialParallel Financial Weekly Wealth WebsiteWeekly Wealth Website Ask Dave To SpeakAsk David To Speak Follow the ShowListen to The Weekly Wealth Podcast Mentioned in this episode:Finances Keeping You Awake?I can help you tackle those burning finance issues that keep you awake at night. Schedule a session today, and let's see what we can do together.Weekly Wealth Website

Welcome to this week's episode of the Weekly Wealth Podcast! I'm your host, David Chudyk, a certified financial planner with Parallel Financial. In today's episode, we will be discussing three common financial mistakes that even rich people make. Whether you're a seasoned investor or just getting started, this episode will provide valuable insights to help you avoid these pitfalls.Today we'll talk about:The Problem with "Full Coverage" Insurance: "Many people feel like they have quote, full coverage on their vehicle then they will... and it turns out that they had a $500 deductible."Probate Process: "So if you die and you did not have somebody's name or an organization's name listed on the beneficiary form of your retirement plan, of your life insurance, of your annuity, then what happens, in that case, is that the benefit will be left to your estate and that means it will be subject to probate."Mistakes to Avoid in Your Roth IRA: "Make sure that you know what's invested in your accounts and also make sure that those investments are appropriate for you."Retirement Account Planning: "Understand your retirement accounts. Your IRAs, your Roth IRAs, your 401 KS, your four hundred and fifty-seven s. All of those types of plans are simply containers. And make sure that the assets inside of those containers are appropriate for you and understand what they are."Mentioned in this episode: School of PodcastingEpisode 128: Do I need a will, trust, power of attorney, or other legal documents?Ask David To Speak Parallel Financial Weekly Wealth Website Mentioned in this episode:Finances Keeping You Awake?I can help you tackle those burning finance issues that keep you awake at night. Schedule a session today, and let's see what we can do together.Weekly Wealth Website

Today we have a very important topic to discuss: college planning. Joining us as our guest is Seth Greene, a renowned financial aid expert with over 24 years of experience. Seth shares valuable insights on college admissions, financial aid, and tax reduction strategies. He even reveals how he managed to cut the cost of tuition by a whopping $19,077 per year! But that's not all; Seth also tackles the age-old debate of whether it matters where your degree comes from outside of prestigious Ivy League schools. Plus, we delve into the complexities of the FAFSA and CSS profile forms and the potential simplification efforts on the horizon.Mentioned in This EpisodeHow to Find Money For College WebsiteWeekly Wealth Website Parallel Financial Follow the Show And Never Miss an EpisodeApple PodcastsSpotifyMore OptionsMentioned in this episode:Finances Keeping You Awake?I can help you tackle those burning finance issues that keep you awake at night. Schedule a session today, and let's see what we can do together.Weekly Wealth Website

As an entrepreneur, academic, author, consultant, and teacher, Maria Kellis works with leaders in the corporate space. On a quest to bring the essence of energy and flow into the business world, while working on gaining profits with a purpose. Born and raised in Greece, Maria attained her 3 degrees from the prestigious MIT (Massachusetts Institute of Technology and MIT Sloan School of Management) in the United States and is completing her doctorate degree at Mahidol University in Thailand.Maria was involved in the teaching of entrepreneurial classes at the MITSloan School of Management, including organizing the $50K competition for the students. One of Maria’s companies claimed the runner-up position.Having already assisted in the co-founding of multiple technology companies, as well as spending significant time working at high levels within the Greek government, Maria has now shifted her attention and focus to the teaching and healing of others through her organization: MK Empower Inspired Leadership, which is in operation globally, and currently services clients from more than 15 countries.Maria's rich and extensive experience in the world of business reaches deep into the politics of corporations, governments, and within the realm of academia. Maria has dedicated her life to the discovery and implementation of ways to create businesses with a purpose: and she is teaching others these leadership principles while continuing to achieve, for herself, at the highest levels.On a personal level throughout her life, Maria has developed a deep sense of values and built a strong leadership character has had to face many overwhelming ordeals, including numerous accidents, diseases, excruciating physical, mental, and emotional pain, being wheelchair-bound with no real expectation of recovery, and a near-death experience. And has overcome all that!Currently, Maria shares her time between Greece, Bali, Thailand, Cyprus, and the United States, having maintained for herself a life of absolute freedom, abundance, and independence. Maria has made it her laser-focused aim to teach others how they can achieve the same levels of success, simply by being themselves. The only question left to answer is, “How can we do it even faster for you?”Contact Maria Kellis @ https://www.facebook.com/MariaKellisInternational/https://www.linkedin.com/in/mariakellis/mariakellis.com or [email protected] To set your appointment with David Chudyk, visit www.weeklywealthpodcast.com/contactusTake the Value Builder Assessment at www.allofmyassets.com/value-builder-score

Inflation fears are everywhere! Prices of food, gas, housing and all of the other items that we need on a daily basis are increasing. Learn how to combat inflation in your own personal life with THREE valuable tips.and remember...If you have ever wondered what it might be like to have me, personally as your financial advisor... schedule your 30 minute appointment at www.weeklywealthpodcast.com/contactIf you are a business owner, take the VALUE BUILDER ASSESSMENT at www.allofmyassets.com/value-builder-score

Dave Jackson began podcasting in 2005 and launched the School of Podcasting (schoolofpodcasting.com). His School of Podcasting show has over 3.3 million downloads. He has helped hundreds of people plan, launch, and grow their podcasts. He is the author of the book Profit from Your Podcast: Proven Strategies to Turn Listeners into a Livelihood, and is a featured speaker at events. In 2016 Dave joined Libsyn (the largest podcast hosting company) as part of their tech support team. In 2018 he was inducted into the Academy of Podcasters Hall of Fame. Find him at www.schoolofpodcasting.comDavid and David discussed:The MINIMAL costs involved with starting a podcast.Common mistakes by podcastersSome of the ways that Dave can help YOU to build your podcast.Don't forget to visit www.schoolofpodcasting.com/weeklywealth for a 20% discount on monthly or yearly subscriptions!To set your 30 minute appointment with David Chudyk, visit www.weeklywealthpodcast.com/contactus or simly email [email protected] you are a business owner and have ever thought about selling your business to fund your future lifestyle, take the Value Builder Assessment at www.allofmyassets.com/value-builder-score This will give you an estimate of the value of your business as well has help you to understand the areas of your business that can improve so that you can sell it for a higher multiple when you are ready.

In continuing with our recent "back to school" theme, this week's episode focuses on THREE homework items:Take a financial (spending audit). Examine subscriptions/recurring charges and classify outflows as needs/wants.Take time to DREAM BIG! Dream about owning a beach house, paying off seemingly insurmountable debt, making large charitable contributions, or whatever else would bring purpose to your life. When we dream, we tend to ACT!You will have to listen to get # 3!As always, to schedule your appointment with David Chudyk, go to www.weeklywealthpodcast.com/contactusIf you have ever thought about selling your business as a method to fund your future life, visit www.allofmyassets.com and make sure to get your VALUE BUILDER SCORE.AND.....email [email protected] with any questions

Three questions that financial advisors SHOULD be asking are:HOW ARE YOU? Financial health is very important, but as a financial advisor, I believe that financial, spiritual, relational, physical, and mental health are all related. In many cases struggles in one of these areas could cause struggles in others.What do YOU want? Many financial advisors assume that their clients want to retire "as early as possible" or make other assumptions. Remember, a fiduciary advisor has an obligation to help the client to meet the client's goals, so it is crucially important to ask the right questions. How would YOU like for me to communicate with you? Some clients want "big picture" level details and other clients want for extremely detailed oriented explanations. Some clients like to communicate virtually and others like to communicate in person.Don't forget to visit:www.weeklywealthpodcast.comTake the Valuebuilder Score Assessment at www.allofmyassets.com/value-builder-scoreTo set a time to speak with David about YOUR financial future, go to www.weeklywealthpodcast.com/contactus#weeklywealthpodcast #financialindependence #financialadvisor #certifiedfinancialplanner #money #moneymindset #fireyourfinancialadvisor

At it's core, the Depp V Heard case is about defamation. In this episode, Attorney to the stars, Chris Melcher gives his unique perspective and shares his expertise on this case. The episode also speaks about what defamation IS and how you might handle a defamation lawsuit towards your business. "The biggest protection is not going to a lawyer, it is having your own content", states, Mr. Melcher as it relates to potential negative information posted about your business.#justiceforjohnny #deppvheard #amberheard #johnnydepp #defamation Visit www.weeklywealthpodcast.com/contactus to schedule a time to speak with David about any financial topic.Visit www.allofmyassets.com if you have ever considered selling your business to fund your future lifestyle.#Justiceforjohnny #deppvheard #netflix

Why should you work with a Financial Advisor? If any of these scenarios apply to you, it could be a great idea to work with a Financial Advisor.You don't know what you don't know about your financial situation. You might have a basic lack of financial literacy or simply be unsure of if you are on the right track.You are either about to go through, are going through, or just went through a major life change. These can include marriage, divorce, having children, job change, move, starting a business, death in the family, receiving a financial windfall, etc.If you are a BUSINESS OWNER, you are pulled in many directions and due to this, many business owners tend to put their own financial planning issues on the back burner, delay planning, and reduce the effects of compounding interest.If you have FINANCIAL ANXIETY. By determining the FACTS and putting together a gameplan, YOU can reduce financial anxiety.If you have ever wondered what it would be like to work with me, personally, as your financial advisor, visit www.weeklywealthpodcast.com/contactusIf you are a business owner and have ever thought about selling your business and using some of the proceeds to fund a portion of your retirement/lifestyle, visit www.allofmyassets.com Social media links: David Chudyk, CFP(r) (@weeklywealthpodcast) | TikTokInstagram #financialanxiety #certifiedfinancialplanner #businessowner #dontknowwhatyoudontknow

If you are like me, you have children and you want them to be financially successful and have minimal financial stress. This episode talks about some ideas that schools should implement into their curriculums and, if they don't then parents should teach their children these concepts. 1. Personal accountability - we have a lot more control over our financial successes (and failures) than we might think that we do. Our decisions matter. 2. Basic financial literacy - we should all know what the basic financial tools are and how to use them to our benefits. 3. Income - expenses MUST equal greater than zero. In addition to spending less, this topic talks about how we can all increase our incomes. 4. Be very careful about college decisions - if you must borrow money for school, make sure that you are picking a career that offers the earning potential that will allow you to pay off the loans. #backtoschool #teenagers #money #schoolisback #financialliteracy Email [email protected] with questions or comments. Visit www.weeklywealthpodcast.com/contactus to set a time to speak with David Chudyk, CFP(r) Social medial links: www.tiktok.com/@weeklywealthpodcast www.instagram.com/weekly_wealth_podcast and CLICK HERE to join our facebook group

As a pioneer in the field of therapy and mental health, Thomas I. Castro has played a significant role in countless lives, equipping people with invaluable tools to navigate life's challenges and discover their fullest potential. Through the innovative platform of Shine Campus, Thomas has ingeniously crafted a gym for emotional and mental health, providing a space for emotional and mental development and growth. Thomas's unique approach to therapy and counseling transcends traditional norms, making profound breakthroughs achievable for everyone. With a wealth of experience and a heart brimming with empathy, Thomas has touched the lives of diverse individuals, empowering them to lead healthier, more fulfilling lives. To sign up for the THRIVE SUMMIT go to THESHINECAMPUS.COM Email [email protected] with any of your financial questions and visit www.weeklywealthpodcast.com

Segment # 1: How can you DE-RISK your retirement portfolio? Segment # 2: Charitable giving methods Segment # 3: What are some ways that you might end up exitting your business? To schedule your appointment with David Chudyk, go to www.weeklywealthpodcast.com/contact To get your ValueBuilder Score, go to www.allofmyassets.com/value-builder-score

SEGMENT 1: Have you noticed that your all of your insurance premiums are increasing? Perhaps you are in an area of the country where many major insurers are no longer writing insurance policies? Segment 1 of this episode talks about the STATE of the insurance industry. SEGMENT 2: Many listeners have 2 assets that do NOT get the attention that they deserve. The first can be a 401k plan. These typically are on a "set it and forget it" mode and are oftentimes, not maximized. The second is your BUSINESS. When you start to think of your business as an asset, your world can change. Visit www.allofmyassets.com SEGMENT 3: The Financial BASICS B - Budget A - Allocation S - Systems I - Insurance C - Caring S- Support Comments and questions are always welcome, please email [email protected] To set your appointment visit www.weeklywealthpodcast.com/contactus Get your Valuebuilder Score at www.allofmyassets.com/value-builder-score

For more than two decades, master money coach Mikelann Valterra, MA, AFC®, has helped women transform their relationship to money. A highly respected expert in financial psychology, she has written and spoken extensively on powerful, practical ways to reduce money anxiety as well as effective methods for earning, saving, reducing debt, and managing money. Mikelann has been quoted in national publications, including Forbes, USA Today, and Business Insider. She also guests on podcasts all over the world. Mikelann is the author of Rise Above the Money Fog: The key to confidence, clarity, and control. When not writing and speaking, she teaches clients how to rise above the money fog and craft their ideal life—letting go of financial stress forever. When not working, you can find Mikelann on the dance floor indulging her love of Argentine tango. See www.seattlemoneycoach.com Mikelann’s clients span the globe. We had an outstanding conversation answered: 1. What is the "silver lining" when it comes to divorce and money? 2. How to get in touch with your own financial personality? 3. What is "financial elegant simplicity"? To schedule a time to speak with David Chudyk, CFP(r) visit www.weeklywealthpodcast.com/contact if you are a business owner, make sure to take the Value Builder Score at www.allofmyassets.com/value-builder-score

Let's talk about: A quote that might lead to some new investment and financial planning philosophies for you. Some items to keep in mind when considering a Roth Conversion (can you say IRMAA?) Events that can cripple you from a financial standpoint. Don't forget to email [email protected] with any questions and also click on www.weeklywealthpodcast.com/contact to schedule time to speak with David Chudyk www.allofmyassets.com/value-builder-score www.allofmassets.com

Carla Tutus is a fractional CFO who helps business owners to: 1. Understand their cash flows. 2. Plan/forecast for uneven and seasonal revenue streams. 3. TRULY understand what expenses they can afford and what expenses they can not afford. 4. Develop pricing strategies for their businesses that allow them to be profitable. This is an incredibly insightful episode for the small business owners of the world. Carla and her team are very knowledgable and want to help with your business's financial management. Make sure to visit Wealth & Worth Within (wealthworthwithin.com) David Chudyk can be reached for questions via [email protected] To take the ValueBuilder Questionnaire visit www.allofmyassets.com/value-builder-score To set a time to discuss if YOU are a great fit to have David Chudyk as your financial advisor, visit www.weeklywealthpodcast.com/contact

Cary Smalley is a lifelong Kansas Citian and, is a licensed attorney Kansas, and has been in practice for 17 years. In this episode, we speak about the legal documents and estate planning topics that you and your loved ones should be discussing with your attorney. These include: 1. Wills 2. Powers of attorneys 3. Healthcare directive 4. Trusts To reach Mr. Smalley, please visit his website at www.thesmalleylawfirm.com or email [email protected] Make sure to visit www.weeklywealthpodcast.com www.allofmyassets.com and make sure to join The Weekly Wealth Podcast Facebook group or email [email protected]

South Carolina Attorney, Michael Bagwell discusses: 1. The importance of title searches during real estate transactions 2. The importance of title insurance in real estate transactions. 3. Some of the most common mistakes that sellers and purchasers make when buying and selling real estate. To contact Mr. Bagwell or to view his firm's social media sites, go to: email: [email protected] instagram: @bkrlaw youtube: Bradley K. Richardson, PC facebook: Bradley K. Richardson, PC website: bradrichardsonlaw.com To set at time to speak with David Chudyk about the 30,000 foot level aspects of your financial situation go to www.weeklywealthpodcast.com/contact To take The Value Builder Assessment go to www.allofmyassets.com/value-builder-score To download a copy of the brand new E-Book, Endgame, go to www.allofmyassets.com/endgame don't forget to email [email protected] with any questions

What is YOUR business's endgame? When do you want to cash out? Should you cash out? If you leave your business, what will you do with your life? If you sell your business, what will you do with the proceeds? These are all questions to ask yourself about you, your business, and the potential to exit your business ON YOUR TERMS. To download a free copy of the ebook, "ENDGAME", go to www.allofmyassets.com/endgame To set up a time do discuss your financial planning issues with David Chudyk either send an email to [email protected] or visit www.weeklywealthpodcast.com/contact

In this episode, co-founder of Parallel Financial, Brian Boughner talks discusses: 1. What is a fiduciary? Why is it important to work with a fiduciary? 2. What process does a Parallel financial use to manage money? How does the QRLT process benefit clients? 3. Financial planning.... what is it? how does Parallel Financial handle it? Why is it so important? Make sure to visit: Parallel Financial Youtube Page The Twenty Minute Market Breakdown on Spotify The Twenty Minute Market Breakdown on Apple Podcasts To set a time to speak with David Chudyk go to www.weeklywealthpodcast.com/contact To get your VALUE BUILDER SCORE and learn how you can maximize the VALUE of your business and receive an estimate of value of your business, go to www.allofmyassets.com #weeklyweathpodcast #parallelfinancial #moneymanagement #the20minutemarketbreakdown

Valari Jackson is known as a dynamic and inspirational speaker. Her engaging style compels you to dig deeper, think higher and get into action quickly. Maybe it’s her NASA training or the years as an Aerospace Engineer that give her the ability to set you on a trajectory to achieve greater than you realized you could. Valari is a sought-after advisor who knows first-hand, the frustrations and challenges that overwhelm seasoned entrepreneurs. She illuminates blind spots and missed opportunities, and offers a proven framework for systems that optimize resources and increase the bottom line. In this episode Valari talks about why it is important to be PRODUCTIVE, as opposed to BUSY and gives actionable steps to help you. To contact Valari visit https://taplink.cc/valari https://www.linkedin.com/in/valari To set up a time to speak with David Chudyk about the 30,000 foot aspects of YOUR financial situation visit Contact Us — The Weekly Wealth Podcast Take your valuebuilder score at: www.allofmyassets.com/value-builder-score and to learn if you are ready to exit your business, visit www.allofmyassets.com/prescore #weeklywealthpodcast #productivity #productivityhacks

Tammy Johnston is the Hold Your Hand and Kick Your Ass Business Coach. She has been working with small businesses for over 20 years to help them build sustainable and successful businesses. Tammy believes that business done right, honestly, ethically, and morally, has the power to make the world a better place for our customers, our families, and our communities. She doesn’t promise a magic bullet (because there is no such thing), but she does teach all the basic, foundational skills you need to first survive and then thrive. She only deals in real, practical, put it to use training and advice that has been tested in battle. Contact Tammy via email at [email protected] or visit her website at https://ksabusiness.ca CLICK HERE to set an appointment to speak with David Chudyk or email [email protected]

Whether you are new to business ownership or have been in business for decades, your BUSINESS insurance is one of the most important, albeit, least interesting pieces of your financial puzzle. In this episode we talk about the basics of insurance terms such as: 1. Indemnity 2. Risk retention, risk avoidance, risk transfer, and risk reduction. 3. Certificates of liability 4. Additional insureds. Most importantly, it is incredibly important that you are working with a competent insurance professional who can advise you of what some of your risks are and how to cover them (or retain the risk, if you choose). If you have any insurance questions, email Jessica Owens, PLCS at [email protected] If you have ever wondered what it might be like to work with David Chudyk as your financial advisor, go to www.weeklywealthpodcast.com/contact #financialplanning. #weeklywealthpodcast. #entrepreneurship. #riskmanagement #insurance

Patrick Py is a credit and funding consultant who can help you to develop a plan to fund your new business. Some of the options that we discuss are: 1. Bootstrapping (funding your new business from your current financial assets). 2. SBA/bank business loans 3. Leveraging your personal credit to help you to obtain low or no interest rate BUSINESS credit cards To download Patrick's FREE ebook, go to ein.credit/bluebprint If you have listened to any of the last 100 or so episodes of The Weekly Wealth Podcast and would like to explore working with David Chudyk as YOUR financial advisor, email [email protected] Don't forget, if you are already a business owner and have ever thought about selling your business as a means to fund your retirement or another chapter of your life, visit www.allofmyassets.com

In this fascinating episode with Forensic CPA, John Tonsick, we discuss many aspects of fraud. Business owners often don't have proper controls on fraud prevention and put their businesses at tremendous risk. Mr Tonsick suggests the following measures: 1. Be sceptical of team. Trust must be earned. 2. Have numerous layers of controls with regards to the ability to make payments. 3. Hire secondary bookkeeper to audit books. To reach Mr. Tonsick, please Email [email protected] or you can find him on LinkedIn: https://www.linkedin.com/in/john-tonsick-cpa-cfe-5720b57/ David Chudyk is a Certified Financial Planner(tm) and helps business owners and individuals to make the right financial decisions for them FOR the reasons that are important to them. Click www.calendly.com/davidpf to schedule your time to speak with David about any financial issue or financial question. Also make sure to visit www.allofmyassets.com and also www.weeklywealthpodcast.com

Would you like to offer your employees HIGHER TAKE HOME PAY, a valuable benefit that would help to retain your workforce AND save on your payroll taxes? This episode discusses a strategy that can help. Please email [email protected] for information that is specific to YOUR business. Don't forget to visit: www.weeklywealthpodcast.com www.allofmyassets.com www.allofmyassets.com/prescore www.allofmyassets.com/value-builder-score www.calendly.com/davidpf to set an appointment with David Email [email protected] with any other questions

Jordan Roberts discusses the benefits of the SECURE ACT 2.0 both for business owners and individuals. For questions or any additional information about the SECURE ACT 2.0, email [email protected]   Jordan has a wealth of knowledge in the financial planning and estate planning fields. If you are a business owner, take your valuebuilder score at www.allofmyassets.com/value-builder-score or simply visit www.allofmyassets.com to learn more about how to increase the value of your business. Schedule time to speak with David by visiting www.calendly.com/davidpf

Laura Ferguson and David Chudyk have a fascinating conversation about how business owners can: - Increase the value of their business. - Decrease the business's dependency on the owner for day-to-day operations. - Sell their companies for higher multiples (whether it be seller's discretionary earnings, EBITDA, or another measure) than companies that have lower value builder scores. Some of the valuable tools that we discussed were: https://www.allofmyassets.com/value-builder-score https://www.allofmyassets.com/freedomscore https://www.allofmyassets.com/prescore Also.... these are some EBOOKS that most business owners will find to be valuable: https://www.allofmyassets.com/the-owners-metric-ebook https://www.allofmyassets.com/the-four-degrees-of-delegation-ebook https://www.allofmyassets.com/the-definitive-guide-to-sops-ebook https://www.allofmyassets.com/the-overlooked-owner-ebook https://www.allofmyassets.com/the-rainmakers-dilemma-ebook https://www.allofmyassets.com/the-freedom-point-ebook https://www.allofmyassets.com/the-exit-checklist-ebook https://www.allofmyassets.com/the-productize-ebook https://www.allofmyassets.com/the-famous-or-rich-ebook https://www.allofmyassets.com/the-reinvent-yourself-ebook As always, email [email protected] with any questions about any financial issues that are keeping YOU up at night.

In this episode, we discuss: 1.  What working capital is. 2. Why it is so important for business owners and leaders to have a solid understanding of their working capital. 3. When working capital issues should be addressed. Make sure to visit Home - Blue Sky Business Resources (blueskyadvisors.net and you can reach Joe Milam via email at [email protected] or by calling 864 221-9335 For all of the money issues that might be keeping you up at night, make sure to email [email protected] and visit www.allofmyassets.com  and don't forget to take you PRESCORE assessment at www.allofmyassets.com/prescore

Naadir was born in South Africa in 1997 and moved to America when he was 2 years old. His family moved throughout the South East until High School where he then called Greenville home. Finance and money has always been an interest to him, and going through the 2008 recession at such an impressionable age made him seek a better understanding of finance. He attended Clemson University and graduated with a degree in financial management in 2020 and would join Parallel Financial as an advisor in the following year. To reach Naadir, email [email protected] and also check him out on LINKEDIN and even TIKTOK  If you are a business owner, make sure to take your VALUEBUILDER ASSESSMENT by clicking https://www.allofmyassets.com/value-builder-score and also check out the FREE E-BOOK by clicking https://www.allofmyassets.com/the-freedom-point-ebook   This book gives great insight that can help you to determine if you are close the being at YOUR Freedom point and being able to sell your busines. David can be reached at [email protected] or you can even schedule an appointment at www.calendly.com/davidpf

In this episode, David and Tara Stand talk about how business owners and managers can be more effective and LESS productive.  This is a fascinating discussion on business effectiveness and profitability.  As a business leader, have you considered that being PRODUCTIVE is actually a bad thing? TO LEARN MORE ABOUT THE LOVE YOUR BUSINESS SUMMIT AND TO SIGN UP FOR THE EVENT PLEASE GO TO: http://bit.ly/3j5Oztc Don't forget that David Chudyk is always available for the financial questions/issues that are keeping you up at night. Contact him via email [email protected] Visit www.allofmyassets.com to learn more about how to increase the value of your BUSINESS

Small business owners struggle to: 1. Compete with the benefits packages of larger companies. 2. Afford health insurance coverage for their team. 3. Manage the employee experience 4. Protect their interests from a human resource standpoint. If you are interested in being introduced to Shawna Smith or her team at QUESTCO, email [email protected] To learn more about how to increase the value of your business so that you can sell it for a higher multiple when you are ready to sell OR simply have an easier and more profitable life today, visit www.allofmyassets.com If there is anything keeping you up at night with regards to your money, email [email protected]  Don't forget to follow us on TikTok 

Do you know: 1. What would happen to your loved ones, from a financial standpoint, if you die?  Do you know if your property will go through probate?  Do you know if your assets can be attacked by creditors? 2. What should your money do for you?  What are your financial goals and WHY are they your financial goals? 3. If you are a business owner, what are the ways that you can increase the value of your business? As always, email [email protected] with any questions and don't forget to check out www.allofmyassets.com

During his collegiate basketball playing days and then during his time as a basketball performance coach, Alan Stein Jr., has learned that the secret to achieving greatness happens during the "unseen hours".  Now, as a keynote speaker, Alan works with organizations to help them to achieve "more" and to move the needle towards their potential for greatness. To learn more, visit www.alansteinjr.com ,  www.strongerteam.com  and make sure to connect with Mr. Stein on Linkedin For all of your financial questions, email [email protected]  To get your PRESCORE visit www.allofmyassets.com/prescore All previous episodes of The Weekly Wealth Podcast can be found at www.weeklywealthpodcast.com  To learn how to build the VALUE of your business, visit www.allofmyassets.com

As a buyer's agent in the Myrtle Beach, South Carolina market Vicki Durkin walks her clients through the entire home-buying process.  In this episode we discuss: 1. Why a buyer's agent is important. 2. The costs associated with buyer's agents. 3. The difference between a buyer's agent and a seller's agent. 4. Some common mistakes that a good buyer's agent can help you to avoid when purchasing a property. Vicki Durkin can be reached via email at [email protected] and you can visit her website at www.vicki.ryankorrosteam.com Don't forget to email [email protected] with any questions  Visit www.weeklywealthpodcast.com for all past episodes if you are a business owner visit www.allofmyassets.com to learn more about how to build the value of YOUR business.

Corbin Cook is a Fractional CFO, owner of a bookkeeping firm, and a Certified Value Builder Advisor.  In this episode, David and Corbin discuss: 1. Why book keeping and accurate financial numbers are crucial to your business today AND when you start the selling process. 2. Simple steps that you can take that will help you to sell your business for a higher multiple when you are ready to sell. 3. The types of activities that business owners should get off of their own plates. To learn more about Corbin and his company, visit www.smbstrategyconsultants.com  Dont' forget to visit www.allofmyassets.com  and www.weeklywealthpodcast.com  Email [email protected]  with any of your financial questions or visit www.calendly.com/davidpf To get your ValueBuilder Score, CLICK HERE 

The Labor Lawyer, Ryan Stygar discusses: 1. How to NOT get sued as an employer. 2. Commonly mis-used employment related terms. 3. Proper handling of tips 4. Salary vs. Salaried exempt vs. hourly guidelines. Ryan is a TIK TOK sensation and can be found @attorneyryan To contact Ryan or learn more about him and his practice CLICK HERE Make sure to email [email protected] with any of your financial questions  Don't forget to visit www.allofmyassets.com and www.weeklywealthpodcast.com  You can get your ValueBuilder Score by going to www.allofmyassets.com/value-builder-score

Michael DiJoseph, CFA works with financial advisors to help them to properly bring value and coach their clients.  In this fascinating discussion, Mr. DiJoseph talks about: 1. The influence of politics on the markets. 2. How to THINK about large portfolio losses. 3. The importance of planning for goals, as opposed to, simply attempting to receive the highest possible rate of return in an investment portfolio. Email [email protected] with your financial questions or visit www.calendly.com/davidpf to book your consultation  If you are a business owner, make sure to take your FREEDOM SCORE by going to www.allofmyassets.com/freedomscore and visit www.allofmyassets.com to learn how to increase the value of your business Visit www.weeklywealthpodcast.com to view all past episodes.

Cary Duke talks about simple strategies to make your business more visible on Google.   Cary's website is adstrategies.co and he can also be reached on Linkedin www.linkedin.com/in/caryduke/  Don't forget to check out: www.allofmyassets.com  www.allofmyassets.com/freedomscore  www.weeklywealthpodcast.com  and  email [email protected] with any questions

Matt Cavanaugh and Tim Winfrey have decades of experience in the many areas of the real estate industry.  They have also teamed up to form The Freedom Chasers Podcast where they talk with agents, investors, and other professionals that can help their listeners to build wealth in the real estate industry. Check out their show on APPLE PODCASTS, YOUTUBE, or join The Freedom Chasers Real Estate Sales and Investing Group on Facebook To reach David Chudyk, CFP(r) about any of your financial concerns that are keeping you up at night, email [email protected]  and visit www.weeklywealthpodcast.com  for past episodes.  If you are a business owner and you have even thought about selling your business, check out my website www.allofmyassets.com

If you are like many business owners, you have poured your heart and soul into your business but you have also neglected your own personal finances.  In this episode, we discuss how to get the B A S I C S of your personal finances in shape and also how to optimize the potential sale price of your business. Vist www.allofmyassets.com to learn more or CLICK HERE to take get your PRE-SCORE which can give an indication of how ready you are to sell your business. As always, email [email protected] with any questions or financial concerns that are keeping you up at night.

After a successful corporate career in many leadership positions, Mike Ungar began a coaching practice. Mike believes that we, as entrepreneurs and leaders, can have better lives by working with a business coach. www.michaelungar.focalpointcoaching.com <-------- click to visit Mike's website and to get YOUR business growth score. With any financial related questions, email [email protected] Get your VALUE BUILDER SCORE Value Builder Score | All of Your Assets | South Carolina (allofmyassets.com) Get your FREEDOM SCORE Your Freedom Score | All of Your Assets | South Carolina (allofmyassets.com)

In this episode we describe the various methods of charitable giving. To ask your questions about this or any other financial planning topic, email [email protected]  Make sure to visit www.weeklywealthpodcast.com and www.allofmyassets.com 

"I can find any business $100,000 or more in less than 45 minutes... guaranteed", Howard Wolpoff If you are like many business owners, you are highly skilled with regard to your trade, but you struggle with a marketing message and lead nurturing program.  Howard Wolpoff HELPS business owners to develop a MARKET DOMINATING POSITIONS. CLICK HERE to learn more about Howard and his processes  As always, David Chudyk, CFP(r) is available for those money related questions that are keeping you up at night by emailing [email protected] If you are a business owner, visit www.allofmyassets.com/value-builder-score or simply visit www.allofmyassets.com to learn more about increasing the value of your business.