The Weekly Wealth Podcast
Business
David Chudyk
Exploring the Mindsets, Tactics, and Strategies to help you to build and maintain wealth.
Total 195 episodes
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Episode 94: The KITTY CAT approach to increasing your sales with The Sales Maven, Nikki Rausch
Episode 94: The KITTY CAT approach to increasing your sales with The Sales Maven, Nikki Rausch
Do you talk to your prospects like they are dogs or kitty cats?  Find out which approach can lead to better relationships! Don't forget to download Nikki's FREE ebook by going to youralesmaven.com/week  Nikki can be found at: https://yoursalesmaven.com/ https://www.facebook.com/yoursalesmaven/ https://www.instagram.com/your_sales_maven/ https://www.linkedin.com/in/nicolerausch/ As always, David Chudyk, CFP(r) is available for any questions about your MONEY.  email [email protected] or visit www.calendly.com/davidpf linkt.ree/davidchudyk
37:3502/05/2022
Episode 93: Can FRACTIONAL SALES MANAGEMENT save your small business?
Episode 93: Can FRACTIONAL SALES MANAGEMENT save your small business?
Are you an entrepreneur that wears many hats?  Do you have the responsibility of leading your sales team but: -  don't do it effectively? -  don't have the time to do it at all? -  don't have the desire to lead your sales team? If you answer is yes or if your sales team's numbers are not where you would like, a FRACTIONAL SALES MANAGER could be for you To learn more about Will Traylor and his company, visit www.actionaxiom.com email him at [email protected], or call (303) 621-6032 As always... email [email protected] with any of your financial related questions linkt.ree.com/Davidchudyk
39:1421/04/2022
Episode 92: Secrets of college funding with Ken Ruggiero
Episode 92: Secrets of college funding with Ken Ruggiero
Ken Ruggiero is an Advisor with Conscious Capitalism and CEO and Chairman of Ascent, a student success company offering success programs and outcome-based education loans. Ken is extremely passionate about setting students up for success to earn higher ROI from their degree/careers and has funded programs like mentoring, micro-internships, and financial literacy programs provided for free to help students succeed. Visit Bright Futures Engine to find the numerous resources that Ken makes available and to learn more about Ascent.   --------------------------------------------------------------- Click here to watch an 11 minute video about how our firm manages investment risk. As always, if there is anything that is keeping you up at night with regards to your money or if you have a financial goal that you would like to discuss, email [email protected]
48:0313/04/2022
Episode 91: FAFSFA 101 with Cozy Whittman
Episode 91: FAFSFA 101 with Cozy Whittman
College planning, college selection, college funding, and even the decision TO go to college can impact the financial lives of students and parents for decades.  In this episode, Cozy Whittman of College Inside Track discusses: 1. What the FAFSFA is, when to fill it out, and other dispels other FAFSFA myths. 2. Some other methods by which to fund your college expenses. 3. Upcoming changes to the FAFSFA To discuss your child's educational goals visit Free Advice - College Inside Track As always, if there is anything keeping you up at night with regards to your personal and business finances, email [email protected] or visit www.calendly.com/davidpf. [email protected] or visit www.calendly.com/davidpf . 
40:1407/04/2022
Episode 90: Your personal and business legal health with Attorney Rick McDuff
Episode 90: Your personal and business legal health with Attorney Rick McDuff
In this episode we discuss some or the legal documents that many individuals should have in place as well as some of the basic legal issues that small business owners face. If you are in South Carolina, visit https://mjmlawsc.com to learn more about Mr. McDuff and his firm. As always email [email protected] for your consultation regarding any of the financial issues that are keeping you up at night. To watch an 11 minute video that describes how our firm manages risk CLICK HERE
34:1530/03/2022
Epiose 89: Is your CPA costing you $90,000 per year?
Epiose 89: Is your CPA costing you $90,000 per year?
Tiffany Phillips is a Certified Public Accountant who is proactive in tax PLANNING.  She works diligently with with her client to craft strategies that can help them to reduce their tax burdens. Visit Tiffanyphillipscpa.com to learn more about Tiffany and her practice. As always, email [email protected] with all of your financial related questions
41:2610/03/2022
Episode 88: How you think will make you POOR (or rich) with Sarah Walton
Episode 88: How you think will make you POOR (or rich) with Sarah Walton
Sarah Walton works primarily with women (although many of her principles work with men, as well) to help them to break through barriers, have more profitable businesses, and to define what success means to them. To connect with Sarah, visit www.sarahwalton.com.   Sarah's youtube channel has a WEALTH of FREE content that can help you to live out your passions Sarah Walton - YouTube  Don't forget to connect @thesarahwalton on Instagram As always, email [email protected] with your investment and financial planning questions. Don't forget to check out our newly updated website www.weeklywealthpodcast.com
31:4931/01/2022
Episode 87: FREE housing for your college student
Episode 87: FREE housing for your college student
In this episode, Realtor, Clifton Montgomery talks about the process of buying a rental home that can house your college student and provide rental income that can offset most or all of the costs of ownership. Clifton can be reached at  (803) 550-0356  Follow him on Instagram @cliftonyourfavoriteagent and via email [email protected] As always, email [email protected] with any financial questions or visit www.calendly.com/davidpf to set an appointment
29:2615/01/2022
Episode 86: Dr. J saves the day and saves your health
Episode 86: Dr. J saves the day and saves your health
Dr. J discusses some of the common sense methods to reduce or even eliminate chronic illnesses. To learn more about Dr. J and to connect with her, please visit linktr.ee/medfitdo As always, click www.calendly.com/davidpf to schedule time to discuss your financial or investment plans with David Chudyk and don't forget to download the Roadmap to Financial Success at www.weeklywealthpodcast.com
36:4530/12/2021
Episode 85: Ask yourself "WHY?" (seven times) with Dee Gredler
Episode 85: Ask yourself "WHY?" (seven times) with Dee Gredler
Dee Gredler is a leadership coach who helps women to determine their identities and improve their leadership skills.  In this episode, Dee gives numerous tips, one of which is the SEVEN WHY'S Please visit Dee's website at www.deegredler.com To speak with David Chudyk about any financial issue that is keeping you up at night, email [email protected]
31:0215/12/2021
Episode 84: Your leadership brand and your values.... with Lindsay White
Episode 84: Your leadership brand and your values.... with Lindsay White
Lindsay White is a leadership coach who helps clients to define their leadership styles.  She helps leaders to build inspiring cultures and to LOVE their businesses again. To learn more abut Lindsay and her company, visit https://highvoltagecoaching.ca/  or connect with her on Linkedin at https://www.linkedin.com/in/lindsay-white-high-voltage/ As always, if there are any financial issues that are keeping you up at night, email [email protected] to schedule your 30 minute zoom call. Don't forget to visit www.weeklywealthpodcast.com to download our Roadmap to Financial Success.
39:2330/11/2021
Episode 83: Deborah Peters and the Neuro Engineering Institute
Episode 83: Deborah Peters and the Neuro Engineering Institute
Deborah Peters discusses how to "outlive your past" and how to remove victim mentality. To learn more about Deborah Peters, visit www.neimind.com As always, to contact David Chudyk with any financial related questions, email [email protected] and don't forget to visit www.weeklywealthpodcast.com
34:1019/11/2021
Episode 82: Pillars of Health that can help you to build wealth with Mike Ricchio
Episode 82: Pillars of Health that can help you to build wealth with Mike Ricchio
In this episode, Excercise Physiologist, Mike Ricchio talks about the pillars of heath and gives some simple and actionable steps that can help jumpstart your health journey. To learn more about Mike Ricchio and his programs visit his website at www.marhealthandperformance.com or @marhealthandperformance on Instagram. To schedule your zoom call with David Chudyk email [email protected] or visit www.calendly.com/davidpf
44:0410/11/2021
Episode 81: Rocky Lalvani Profit Answer Man
Episode 81: Rocky Lalvani Profit Answer Man
Rocky Lalvani works with business owners to help them to maximize profits by understanding their cash flows. Please visit www.profitcomesfirst.com to learn more about Rocky. Please also listen to Rocky's podcast at https://profitcomesfirst.com/podcast/ For all questions related to YOUR financial situation, email [email protected] to set up your appointment.
32:2501/11/2021
Episode 80: Tik Tok, Facebook, Instagram, and Linkedin... which should I use? With Harrison Baron
Episode 80: Tik Tok, Facebook, Instagram, and Linkedin... which should I use? With Harrison Baron
Harrison Baron discusses: 1. Why Tik Tok might be the best online platform for your business to get exposure (hint... it is free). 2. Why Instagram is becoming less popular. 3. The SECRET to using Facebook to effectively market your business (hint... it ISN'T by buying ads). 4. What to expect from LINKEDIN Visit https://www.growth-generators.com/ to learn more about Harison's company and visit https://www.youtube.com/c/TheMillennialEntrepreneurHarrisonBaron to see his many FREE videos on youtube. To schedule a time to talk with David Chudyk, CFP(r) about any financial issues that are keeping you up at night email [email protected] visit www.calendly.com/davidpf Don't forget to DOWNLOAD THE ROADMAP TO FINANCIAL SUCCESS at www.weeklywealthpodcast.com 
30:1025/10/2021
Episode 79: Investment Lessons of 2020 with Greg Towner
Episode 79: Investment Lessons of 2020 with Greg Towner
In this replay of a recent webinar, Parallel Financial's Chief Investment Officer talks about some of the main concepts in his new book, "Investment Lessons of 2020: How An Unprecedented Year Taught Us Everything About Investing". To purchase a copy of Mr. Towner's book on Amazon, please visit https://www.amazon.com/Investment-Lessons-2020-Unprecedented-Everything/dp/B09DJ94XL3/ref=sr_1_1?dchild=1&keywords=greg+towner&qid=1634234073&sr=8-1 As always to schedule your 30 minutes appointment with David Chudyk to discuss what is keeping you up at night visit www.calendly.com/davidfp or email [email protected]
28:2014/10/2021
Episode 78: Car insurance is a RIPOFF
Episode 78: Car insurance is a RIPOFF
Many people feel as if insurance, mainly car insurance is a RIPOFF or a "RACKET".  In this episode we discuss what car insurance really does for for you, what drives rates, and what you can do to make sure that you are paying the right price for the right coverage. If you would like to discuss your personal financial decisions, email [email protected] or visit www.calendly.com/davidpf 
19:3209/10/2021
Episode 77: Why do the RICH get RICHER?
Episode 77: Why do the RICH get RICHER?
The old saying of "The rich get richer" is often true, but why is it true?  What to the rich do that helps them to get richer?  This podcast talks about some of the things that the rich do that helps them to gain momentum and build their wealth. Also, make sure to revisit https://www.weeklywealthpodcast.com/podcast/ep-6-rich-habits  to listen to last year's episode with Tom Corley. As always, email [email protected] to schedule a time to chat about your own personal financial situation.
17:1301/10/2021
Episode 76: The fourth quarter of 2021
Episode 76: The fourth quarter of 2021
2021 is quickly coming to an end.  This episode gives some logical tasks to complete in October, November, and December of 2021. To schedule your consultation with David Chudyk, email [email protected]
07:4923/09/2021
Episode 75: Life Insurance for the small business owner
Episode 75: Life Insurance for the small business owner
Business owners are pulled in many directions and, often, neglect their personal and business planning.  In this episode, we discuss why business owners should consider life insurance for : 1. Death Benefit Protection. 2. To pay off debt in the event of a death. 3. Key Person insurance. 3. The funding of a BUY/SELL agreement. 4. Supplementing retirement income. If any of these concepts interest you or if you have any other financial issues that you wish to discuss, email [email protected] 
09:5118/09/2021
Episode 74: Life Insurance Awareness Month and what it means to you.
Episode 74: Life Insurance Awareness Month and what it means to you.
Each year, September is designated as Life Insurance Awareness Month by LIMRA.  In this episode, we talk about the following misconceptions: 1. Life insurance is too expensive 2. My workplace life insurance is too expensive. 3. It is too difficult to buy  4. I don't need life insurance until I am older. If you have any questions about life insurance or any financial topic, email [email protected] or click www.calendly.com/davidpf to set an appointment.
20:0403/09/2021
Episode 73: Your money and Your HABITS with Sonya MacCrimmon
Episode 73: Your money and Your HABITS with Sonya MacCrimmon
Our habits shape who we are and shape our results.  Sonya MacCrimmon talks about: 1. What habits are. 2. How habits are formed. 3. How habits can be built or broken. Please vist Sonya on instagram at http://www.instagram.com/sonyajmac.coaching, visit her website to download her free workbook https://www.sonyamaccrimmon.com/freebie-5-steps-to-change, or visit https://hello.dubsado.com/public/appointment-scheduler/6115a1f1e855907992425b76/schedule to set up your own Habit Booster Session To schedule your appointment to discuss your financial concerns and goals, email [email protected] or visit www.calendly.com/davidpf
32:5727/08/2021
Episode 72: WEALTHKILLERS
Episode 72: WEALTHKILLERS
Merriam-Webster defines Wealth as "abundance of valuable material possessions or resources", but when asked about "true" wealth most will give a definition that includes "freedom", "love", and "happiness".   The following are 4 mindsets and actions that can kill your financial AND "TRUE WEALTH": 1. Mindless spending/drifting/ignorance. 2. Making emotional investing decisions. 3. Thinking about risk in the wrong ways. 4. Lack of thankfulness. If any of these concepts resonate with you, email [email protected] and we can have a discussion.
11:5720/08/2021
Episode 71: Laura Cowan and The Business Owner's Legal Audit
Episode 71: Laura Cowan and The Business Owner's Legal Audit
Laura Cowan is a leading New York City attorney who works with business owners.  Through her legal audit process, she can help entrepreneurs to determine and prioritize areas where there businesses are at risk with potential legal issues.   Laura's website is www.thelauracowan.com   CLICK HERE if you would like to contact Laura Cowan. As always, if there are financial issues that are keeping you up at night, visit www.calendly.com/davidpf to schedule an appointment.
29:3714/08/2021
Episode 70: This episode can change your marraige.
Episode 70: This episode can change your marraige.
Money and how we handle our money can be the root of many money problems in relationships. In this episode we have a fascinating conversation with Adam Kol of www.couplesfinancialcoach.com.   Adam gives insight on how to work with your partner to get on the same page with regards to finances. For more information or to connect with Adam Kol, please visit www.couplesfinancialcoach.com to take his free test and benefit from the large amount of free resources that he provides. To schedule your consultation with David Chudyk, visit www.calendly.com/davidpf or email [email protected]
37:2731/07/2021
Episode 69: The Wyoming LLC attorney talks about risk management, holding companies, and YOUR business.
Episode 69: The Wyoming LLC attorney talks about risk management, holding companies, and YOUR business.
Jonathan Feniak helps business owners to determine if wyoming based holding companies and other risk management techniques are appropriate.   To connect with Mr. Feniak please visit his website at www.wyomingllcattorney.com. As always to discuss anything that is keeping you up at night, email [email protected] 
36:4023/07/2021
Episode 68: Can this simple life insurance mistake derail the estate plan that you have for your young children?
Episode 68: Can this simple life insurance mistake derail the estate plan that you have for your young children?
Greenville, South Carolina based Attorney, Justin Hamrick discusses one of the biggest mistakes that he sees parents make with regards to their life insurance and beneficiary forms. To contact Mr. Hamrick, please visit his website at www.hamricklaw.com or call 864 520-2021 If you would like to schedule your 30 minute zoom meeting with Certified Financial Planner(r), David Chudyk, email [email protected] or www.calendly.com/davidpf
38:1917/07/2021
Episode 67: Divorce Attorney to the stars, Chris Melcher talks about how to pick the right attorney.
Episode 67: Divorce Attorney to the stars, Chris Melcher talks about how to pick the right attorney.
During the times of our business and professional lives, where we need the services and advice of an attorney, it is crucial to pick the lawyer who is most suited to us.  Christopher Melcher has over 2 decades of experience where he has helped his high net worth clients, many of whom are famous to navigate the stressful and impactful waters of the divorce process.  Chris will share the secrets to choosing the RIGHT attorney for you. To connect with Chris on Linkedin please visit http://www.linkedin.com/in/ccmelcher and also check out https://walzermelcher.com for more information. To schedule your 30 minute discussion with David Chudyk, CFP(r) about the financial topics that are keeping you up at night, visit www.calendly.com/davidpf or email [email protected]
50:1305/07/2021
Episode 66: Michelle Arpin Begina.... a conversation about the money stories, scripts, and lessons that affect our financial psychology
Episode 66: Michelle Arpin Begina.... a conversation about the money stories, scripts, and lessons that affect our financial psychology
Michelle is a technician of financial planning, investment, and wealth management, but what differentiates Michelle from other financial advisors is that she has spent the last two-plus decades studying the unconventional, non-financial aspects of life satisfaction, financial therapy (it’s a thing), behavioral bias, choice, and decision advising. In this episode we have a candid discussion about how we THINK about money and how to change your money scripts to those that can serve you well. If you would like to connect with Michelle, please visit: Website https://www.michelleab.com Facebook Page URL https://www.facebook.com/michelle.arpinbegina Instagram Handle https://www.instagram.com/michellearpinbegina/ Twitter Handle @Michelleab17 LinkedIn https://www.linkedin.com/in/michellearpinbeginacfp/ As always, to schedule your 30 minute "sleep at night" chat with David Chudyk, email [email protected] or visit www.calendly.com/davidpf
47:4825/06/2021
Episode 65: Money Mindsets and avoiding toxicity with Sarah K Ramsey
Episode 65: Money Mindsets and avoiding toxicity with Sarah K Ramsey
ARE YOU READY TO TURN YOUR TRIUMPH INTO TRAGEDY? Sarah K. Ramsey is a coach that helps her clients to break old patterns and get unstuck more quickly than they ever thought possible.  In this episode we discuss mindsets as they relate to money and wealth building. Please visit Sarah K. Ramseys website at www.sarahkramsey.com and CLICK HERE  to check out her best selling book. As always, email [email protected] with any financial issues that are keeping you up at night and visit www.calendly.com/davidpf to schedule your "sleep at night" consultation.
41:1511/06/2021
Episode 64: TWO words that make your insurance agent CRINGE... with Jessica Owens
Episode 64: TWO words that make your insurance agent CRINGE... with Jessica Owens
As an insurance professional, Jessica Owens helps clients to manage their risks and obtain the right insurance protection.  If you would like to speak with Jessica about your specific insurance situation, please call 864 882-3781, email [email protected], or visit www.cfsig.net To schedule your 30 minute appointment with David Chudyk click here or email [email protected]
23:4904/06/2021
Episode 63: Financial Lessons from the Covid-19 Pandemic
Episode 63: Financial Lessons from the Covid-19 Pandemic
As the country is moving towards normalcy, here are some of my thoughts about the financial lessons to be learned from the pandemic?  What are your thoughts?  What did you learn? To schedule your 30 minute consultation with David Chudyk email [email protected] or click www.calendly.com/davidpf
12:1229/05/2021
Episode 62: The $520 Challenge and how YOU can help.
Episode 62: The $520 Challenge and how YOU can help.
In 2018, I began to work, in conjunction with Foothills Care Center on a year long, comprehensive financial literacy class.  The idea was to help teach participants how to "redirect" $10 per week into a savings account and then have the funds matched by donors.  In the first round, all but 2 participants finished the program, each participant made some lifechanging financial improvements, and one even became a homeowner!  The program included sessions that taught: - Budgetting - Insurance basics - Investment basics - Financial habits - Mortgage/real estate basics - Legal/estate planning basics. Our office is hosting a fundraising event on May 28th from 4pm until 7pm at 916 East North First St in Seneca South Carolina.  If you would like to attend, please  CLICK HERE.   We are covering 100% of the cost of the food, but are simply asking for donations of any amount.  There will also be a silent auction.  All monies raised will go directly to Foothills Care Center. If you would like to send a donation to benefit this program please visit https://www.myegiving.com/app/giving/eGiving-762807 To learn more about the great work that Foothills Care Center is doing, visit www.foothillscarecenter.org As always, email [email protected] to discuss any of the financial issues that are keeping YOU up at night.
07:2521/05/2021
Episode 61: Cindy Arledge and the Three reasons why your family might not survive an inheritance.
Episode 61: Cindy Arledge and the Three reasons why your family might not survive an inheritance.
After the loss of her parents, Cindy Arledge dealt with the pain and family turmoil that was involved with the settling of her parents' estate. Cindy is passionate about helping other families to avoid the same issues and to have true generational wealth. Please visit Cindy's site www.legacyriskaudit.com to complete her legacy assessment. As always, please email [email protected] with any financial questions that are keeping you up at night.
46:1315/05/2021
Episode 60: Reducing the burden on your family... with Allen Pruitt
Episode 60: Reducing the burden on your family... with Allen Pruitt
As an insurance industry veteran, Allen Pruitt is passionate about helping his clients to plan for final and legacy expenses.  If you are interested in speaking with Allen, please call 864 723-1917 or email [email protected]
34:2007/05/2021
Episode 59: Credit reports, debt settlement, and collections for the high net worth with Sam Skye
Episode 59: Credit reports, debt settlement, and collections for the high net worth with Sam Skye
Credit and debt settlement expert discusses the basics of credit scores, debt settlement, and collections processes.  To speak with Sam, call 855 291-7557 or visit his website at www.creditcrb.com To schedule your consultation with David Chudyk, email [email protected] or visit www.calendly.com/davidpf
35:0301/05/2021
Episode 58: The Entrepreneur's Roadmap to Financial Success
Episode 58: The Entrepreneur's Roadmap to Financial Success
In this episode we discuss SEVEN areas of consideration for your business.  They include: 1. Decide what you want your business to be. 2. Retain a great internal team. 3. Retain a great external team. 4. Manage cash flows. 5. Minimize current taxes. 6. Minimize future taxes. 7. Develop an exit/diversification plan. For your 30 minute "sleep at night" discussion, email [email protected] or visit www.calendly.com/davidpf to set a time where we can have an informal chat about the financial issues that keep you up at night.
16:5923/04/2021
Episode 57: How a ROCKSTAR morning routine can bring success.
Episode 57: How a ROCKSTAR morning routine can bring success.
Coach Joe Lukacs works primarily with financial advisors in his coaching practice, but in this episode, he shares the success secrets that will work for any profession. As always, to schedule your 30 minute call with David Chudyk, visit www.calendly.com/davidpf or email [email protected]
29:5617/04/2021
Episode 56: Planning for financial aid and college scholarships with Cozy Whitman
Episode 56: Planning for financial aid and college scholarships with Cozy Whitman
Cozy Whitman discusses the various sources and types of financial aid for college students and what to look for when selecting a college. Visit https://collegeinsidetrack.com/ to learn more about College Inside Track and to schedule your virtual appointment. As always, for ANY financial question or issue that is keeping you up at night, email [email protected] or visit www.calendly.com/davidpf to set your 30 minute appointment
44:1709/04/2021
Episode 55: Cassie Ferrer The NUMBERS NERD, your business, and your CASH FLOW.
Episode 55: Cassie Ferrer The NUMBERS NERD, your business, and your CASH FLOW.
Cassie Ferrer works with individuals and entrepreneurs to develop cash flow strategies to provide peace of mind and financial stability.  Cassie's academic background includes a BA in Finance and Marketing and an MBA.  She is also a CPA candidate.  She was featured in Marketwatch, Fox 54 news, Digital Journal, Finance Care Services, Small Business Expo, Corporate Shark Tank, other local news shows, and numerous podcasts. To connect with Cassie, please visit her website at www.numbersnerdconsulting.com or simply type Debt Free Family in the searchbar within Facebook. As always, to schedule your 30 minute consultation with David Chudyk, CFP(r) please email [email protected] or visit www.calendly.com/davidpf 
32:5902/04/2021
Episode 55: The scoop on IRA's
Episode 55: The scoop on IRA's
With the tax filing deadline being extended to May 17, 2020 this episode takes a brief look at the basics of IRA's and Roth IRA's. To schedule you consultation with David Chudyk email [email protected] or visit www.calendly.com/davidpf
08:1026/03/2021
Episode 54: Make the most of your STIMULUS CHECK
Episode 54: Make the most of your STIMULUS CHECK
With the passage of the Rescue America Plan, many Americans will be receiving Stimulus checks in the near future.   CLICK HERE to access a Kiplingers.com article that contains details, income restrictions, etc., for the latest round of stimulus checks. As always, email [email protected] to set up your 30 minute zoom appointment to discuss the financial issues that are keeping you up at night.
13:2512/03/2021
Episode 53: The HIDDEN (and often forgotten) jobs of your financial advisor
Episode 53: The HIDDEN (and often forgotten) jobs of your financial advisor
We all know that most financial advisors manage money or provide some sort of investment advice or planning, but what ELSE should your financial advisor do for you?  In this episode, David gives his take on the 5 of the jobs that your financial advisor has (in addition to money management: 1. Help client to decide if they have the proper mortgage for their current situation. 2. Align clients with professionals who can help take important items off of their plates. 3. Guide clients to the proper property and casualty risk coverages. 4. Ask the "whats" and "why" questions. 5. Discuss and determine what levels of giving should exist in their clients' lives. Don't forget to visit our website at www.weeklywealthpodcast.com and also make sure to email [email protected] with any questions or to schedule your 30 minute zoom or telephone call.
21:0904/03/2021
Three MUST READ books
Three MUST READ books
These three books can be game changers in your life! 1. "Doesn't Hurt to Ask... Using the Power of Questions to Communicate, Connect, and Persuade", by Trey Gowdy. 2. "Personality isn't Permanent", by Benjamin Hardy, PhD 3. "Rich Habits", by Thomas C. Corley, CPA, CFP, M.S. To schedule your appointment with David Chudyk, email [email protected]
10:5727/02/2021
Getting UNSTUCK with Jessica Pilgrim of Pilgrimage Coaching
Getting UNSTUCK with Jessica Pilgrim of Pilgrimage Coaching
If you are feeling stuck in your business or personal lives, it could be your thoughts that are holding you back.  In this episode, Jessica Pilgrim discusses how our thoughts and attitudes can either help us or hinder us.  She also provides some simple and effective tips and exercises to hel you to get UNSTUCK. To reach Jessica, please email [email protected] To schedule your 30 minute Financial discussion, email [email protected] OR go to www.calendly.com/davidpf to find a time that works for you
40:5520/02/2021
Climbing inside your WEIRD and FREAKY brain with Graeme Newell
Climbing inside your WEIRD and FREAKY brain with Graeme Newell
In this episode, Graeme Newell talks about the many causes of our bad financial decisions.  To learn more about Graeme, please visit his website at www.graemenewell.com and also CLICK HERE to go to his youtube channel. As always, to schedule your financial consultation, email [email protected] 
33:2213/02/2021
Episode 49: Research and Development Tax Incentives.... can your business get them?
Episode 49: Research and Development Tax Incentives.... can your business get them?
Derrick Van Ness discusses the nuts and bolds of Research and Development Tax Incentives.  CLICK HERE to schedule a time to speak with Derrick to further discuss these incentives and how they might apply to your personal situation. As always, please visit https://www.weeklywealthpodcast.com/contact-us to contact David Chudyk, CFP(r) or to set your virtual or in-person appointment
31:5706/02/2021
Avoiding this least SEXY financial planning topic could cost you millions
Avoiding this least SEXY financial planning topic could cost you millions
Personal umbrella policies protect your assets.  For a very minimal amount of premium, just about anyone can have an additional million dollars or more of coverage. For more information or to schedule your 30 minute financial consultation, email [email protected]
14:5930/01/2021
Episode 47: Aren't all "financial planners" the same?
Episode 47: Aren't all "financial planners" the same?
Are all "financial planners" the same?  In this episode, we discuss the Certified Financial Planner(tm) designation... what it is, how does one obtain it, and what it means to a client. To schedule your complementary financial consultation, email [email protected] or visit www.calendly.com/davidpf
10:5423/01/2021
Episode 46: A conversation with The Bad Ass Budget Babe
Episode 46: A conversation with The Bad Ass Budget Babe
In this episode, Ary, The Bad Ass Budget Babe talks about: 1. How do do a money date so that you can get money in order. and 2. What are the biggest money mindset blocks? For only $3, Ary is offering her MONEY DATES WORKBOOK and ONLINE PROGRAM.  CLICK HERE This program can help you to get on the right track.  Ary can also be reached by emailing [email protected] As always, click here to schedule your complementary consultation with David Chudyk to discuss your investment portfolio or any other financial planning needs.  David can be reached at [email protected] #badassbudgetbabe #budget #virtualcfo
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