The Weekly Wealth Podcast

David Chudyk
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Exploring the Mindsets, Tactics, and Strategies to help you to build and maintain wealth.

  1. Ep 233: Turning Bricks into Cash with Archie Johnson

    4 天前

    Ep 233: Turning Bricks into Cash with Archie Johnson

    Your home is often one of your largest assets—but how do you actually use that equity to improve your lifestyle, reduce financial stress, or create a safety net? In this week’s episode, host David Chudyk, CFP®, is joined by Archie Johnson of Mutual of Omaha Mortgage to explore how retirees and high earners can strategically access their home’s equity. They break down how tools like the Home Equity Conversion Mortgage (HECM) can eliminate mortgage payments, provide a line of credit, and even help buffer against market downturns. This strategy can free up cash for travel, family support, long-term care needs, or simply enjoying retirement without financial worry. What You’ll Learn in This Episode✅ Why home equity is often an untapped piece of your net worth.✅ How retirees can eliminate monthly mortgage payments without draining their investments.✅ The role of home equity in protecting against sequence-of-returns risk during market downturns.✅ Real-world ways clients have used freed-up cash—travel, family gifts, long-term care, and more.✅ The FHA’s protections and counseling requirements that ensure retirees make informed decisions.✅ How HECM loans differ from traditional mortgages and what happens when a borrower passes away.✅ The flexibility of using home equity for both refinancing and purchasing a new home. Key Quote from Archie Johnson“For the right person, a Home Equity Conversion Mortgage can be life-changing. It’s not about debt—it’s about freedom, flexibility, and creating options in retirement.”Connect with Our Guest📧 Email: archie.johnson@mutualmortgage.com 📱 Call: (864) 616-4066 🏢 Mutual of Omaha Mortgage – Home Equity Retirement Specialist Resources & Links📍 Book your free 10-Minute Wealth Vision Call: weeklywealthpodcast.com/vision📍 Learn more about financial strategies and tools at weeklywealthpodcast.com Final ThoughtsWealth isn’t just about money—it’s about what money allows you to do. Whether it’s traveling, supporting family, or enjoying a stress-free retirement, your home’s equity might be the key to unlocking new opportunities.E

    25 分鐘
  2. Ep 232: What Football Wins Can Teach Us About Money Wins

    9月5日

    Ep 232: What Football Wins Can Teach Us About Money Wins

    Email david@parallelfinancial.com with your questions. Don't forget to schedule your 10-minute vision call www.weeklywealthpodcast.com/vision Episode SummaryIt’s football season, and Certified Financial Planner™ David Chudyk is drawing play-by-play lessons from the field to your financial life. Just like championships aren’t won on Saturdays or Sundays but in the preparation during the week, your financial success comes from the fundamentals, the planning, and yes—even the “boring” stuff. In this episode, David breaks down four powerful football analogies to help you win with money: Watching Film → Why knowing your financial facts matters.The Playbook → How financial planning and systems prepare you for every situation.The Boring Fundamentals → The “blocking and tackling” of personal finance: saving, debt repayment, insurance, and discipline.Touchdowns & Flashy Plays → The big wins that make it all worthwhile—and how they’re built on consistency. Plus, David shares practical tools like a financial balance sheet and Vid Guide for business owners to build processes that keep your financial game plan sharp. What You’ll Learn in This EpisodeWhy NFL quarterbacks like Peyton Manning spent 20–30 hours a week studying film—and how reviewing your financial facts can give you the same edge.How playbooks and pre-planned decisions translate into financial strategies that reduce stress and keep you on track.Why the “boring” parts of football—special teams, third-down conversions, and the offensive line—are the same as budgeting, saving, and paying down debt in your financial life.How to define and celebrate your financial “touchdowns”—whether it’s paying off your home, hitting a savings milestone, or funding your child’s education.The importance of celebrating small wins (just like Ohio State helmet stickers or Seahawks “win forever” moments) to keep financial momentum alive. Resources & Links📊 Get your Financial Balance Sheet: weeklywealthpodcast.com/balancesheet📘 Free Ebook – The Endgame: Plan Your Business Exit: weeklywealthpodcast.com/endgame🎥 Learn about Vid Guide for documenting business processes: weeklywealthpodcast.com/vidguide💬 Have a financial “touchdown” you’re working toward? Leave David a voice message at weeklywealthpodcast.com Stay Connected📸 Instagram: Follow Here▶️ YouTube: Subscribe Here👥 Facebook Group: Join...

    26 分鐘
  3. Ep 231: QRLT

    8月29日

    Ep 231: QRLT

    Schedule your TEN-MINUTE VISION CALL www.weeklywealthpodcast.com/vision Email david@parallelfinancial.com with any questions 🎙️ Episode Overview In this episode, host David Chudyk, CFP®, kicks off the Fall Webinar Series with a powerful conversation with Greg Towner, Chief Investment Officer at Parallel Financial. Together, they dive deep into the guiding principles of portfolio management and the importance of investor behavior. Greg introduces the QRLT framework (you’ll have to listen in to discover what each letter stands for!) and shares insights into how disciplined, rules-based investing can help investors avoid the costly pitfalls of fear, greed, and emotional decision-making. Whether you’re an experienced investor or just starting to think about your financial future, this episode offers timeless lessons on quality investments, tax efficiency, and building long-term wealth. What You’ll Learn in This Episode:✅ The QRLT investment process and why it matters for your portfolio✅ How fear, greed, and overtrading erode returns—and how to avoid them✅ Why rules-based investing creates better long-term outcomes✅ The role of tax efficiency in wealth preservation✅ Insights from the live Q&A, including questions from listeners like Archie Johnson About Our Guest: Greg TownerGreg Towner is the Chief Investment Officer at Parallel Financial. With decades of experience in portfolio management, he combines deep knowledge of markets with a disciplined, process-driven approach to building investment strategies that help clients achieve financial security. About the Fall Webinar SeriesThis conversation with Greg is the first in a three-part Fall Webinar Series hosted by Parallel Financial. Upcoming sessions include: September – Greg Towner on portfolio management and investor behaviorOctober – Gordon Short on historical tax preservation trustsNovember – Kam Knight on mindset and behavioral finance Connect with Us📧 Email David directly: david@parallelfinancial.com 🌐 Learn more: www.parallelfinancial.com 🎧 Listen to past episodes: The Weekly Wealth Podcast

    23 分鐘
  4. Ep 230: Your kids will be poor if you don't listen to this episode

    8月22日

    Ep 230: Your kids will be poor if you don't listen to this episode

    👉 Connect with us on social media for more wealth-building tips: 📸 Instagram: @weeklywealthpodcast👍 Facebook: Weekly Wealth Podcast Community🌐 Website: www.weeklywealthpodcast.com It’s that time of year again—back to school season! And while our kids are busy hitting the books, many of them are missing out on some of the most important lessons of all: how to handle money. In this week’s episode of The Weekly Wealth Podcast, Certified Financial Planner™ David Chudyk shares 10 financial truths he wishes schools would teach kids—plus one powerful bonus tip. These are lessons every parent, student, and young adult needs to hear. 💡 Money isn’t just dollars and cents—it’s a tool. A tool to reduce stress, improve lives, and create opportunities. Whether you’re a parent raising teens or a young adult navigating early career decisions, these insights can shape a lifetime of financial confidence. What You’ll Learn in This Episode:💼 Lesson #1: Why the harder you are to replace, the more you get paid🎓 Lesson #2: How college and career choices are some of the biggest financial decisions you’ll ever make💳 Lesson #3: The real cost of credit cards and debt (and how it sneaks up on you)🧾 Lesson #4: The basics of taxes everyone should understand before getting a paycheck📈 Lesson #5: How compounding interest can turn small savings into massive wealth💡 Lesson #6: Why budgeting isn’t about restriction—it’s about priorities⏳ Lesson #7: The opportunity cost of small daily choices (like skipping that $13 lunch)🏠 Lesson #8: Why your parents’ lifestyle took decades to build—and yours will too🛡 Lesson #9: The unsexy but critical role of insurance and risk management😊 Lesson #10: Why money alone won’t make you happy (and what actually does)⭐ Bonus Tip: Choose your hard—both financial sacrifice and financial stress are hard, but one leads to freedom Why This Episode MattersMost financial stress isn’t about not making enough money—it’s about not handling it wisely. By teaching these lessons early (or learning them now), we can reduce stress, avoid debt traps, and build lives of financial freedom and peace. Resources & Links Mentioned📌 Book your 10-Minute Wealth Vision Call → weeklywealthpodcast.com/vision🎙 Share this episode with a parent, student, or friend who could benefit from learning these lessons!

    22 分鐘
  5. Ep 229: FREE STUFF FOR YOU!

    8月15日

    Ep 229: FREE STUFF FOR YOU!

    As always, email david@parallelfinancial.com with any questions! Thank you so much for listening to this episode. PLEASE tell a friend about it. Free Tools for IndividualsDebt Snowball CalculatorPersonal Balance Sheet GeneratorPersonalized Risk Number10-Minute Vision Call with David Free Tools for Business OwnersValue Builder Score AssessmentPreScore™ – Personal Readiness to ExitFreedom Point Calculation Free eBooksThe End GameInside the Mind of the AcquirerThe Subscription EconomyThe Riches are in the NichesFamous or Rich?It’s About TimeFreedom Point Book Upcoming WebinarsAugust Webinar – Investor Behavior & Process-Driven Investing📅 Friday, August 22nd at 12 PM ETRegister HereSeptember Webinar – Historic Preservation Trusts (with Gordon Short, GBX Systems)October Webinar – Mindsets & Overcoming Barriers (with Kam Knight) Work With DavidSchedule a Conversation Be a Guest on the PodcastApply Here Follow The Weekly Wealth PodcastInstagramYouTubeFacebook Group

    17 分鐘
  6. Ep 228: Rewiring Your Mindset for Wealth and Worthiness – with Kam Knight

    8月8日

    Ep 228: Rewiring Your Mindset for Wealth and Worthiness – with Kam Knight

    Contact David via email david@parallelfinancial.com Get your VALUE BUILDER SCORE www.weeklywealthpodcast.com/valuebuilderscore Schedule your 10-minute VISION CALL In this episode of The Weekly Wealth Podcast, host and Certified Financial Planner David Chudyk welcomes personal development author and mindset coach Kam Knight to dive deep into the psychology of self-worth, resistance, internal dialogue, and financial growth. 🔑 Key Topics Covered:Why internal resistance grows when your desires grow—and how to reduce itThe real reason many people sabotage financial opportunitiesPowerful mindset programming techniques for wealth and successThe “Three Statements” Kam gives to his clients to unlock self-worth and productivityHow affirmations and mental reconditioning can eliminate procrastination and create abundanceThe connection between emotional permission and financial success 🧠 Kam’s Core Self-Talk Statements:“I deserve.”“I have permission.”“I am having good things.” Kam explains how these seemingly simple affirmations create subconscious permission to take action, earn more, and live a more prosperous life. 📚 Bonus Content:At the end of the episode, David shares a list of essential books to help reinforce a success-oriented mindset, including: As a Man Thinketh by James AllenThink and Grow Rich by Napoleon HillAtomic Habits by James Clear…and of course, Kam Knight’s own powerful works on mindset, memory, and focus. 🔗 Resources Mentioned:Kam Knight’s Books on AmazonThe Weekly Wealth Podcast Facebook Group – Join the conversation and share your favorite mindset books!

    46 分鐘
  7. Ep 227: Lessons from Hulk Hogan, Theo Huxtable, Ozzy, and Ryne Sandburg

    8月1日

    Ep 227: Lessons from Hulk Hogan, Theo Huxtable, Ozzy, and Ryne Sandburg

    🔗 Resources and Links:10-Minute Wealth Vision Call: WeeklyWealthPodcast.com/vision – Quick, no-pressure financial clarity session.Business Value Builder Score: WeeklyWealthPodcast.com/valuebuilder – Find out how sellable your business is and how to increase its value.Join the Conversation: Weekly Wealth Podcast Facebook Group – Share your thoughts and get accountability on updating your estate plan. What You’ll Learn in This Episode:Why Estate Planning Matters – Key components every plan should include to protect your loved ones and your wealth.Beneficiary Designations – How simple oversights can push your assets into probate and delay inheritance for your heirs. Powers of Attorney Explained – The critical role of financial and medical POAs in incapacity situations. Business Owner Planning – Buy-sell agreements, key person insurance, and succession strategies to keep businesses running smoothly after an owner’s death. Maintaining Privacy – Tools like revocable living trusts and beneficiary designations to avoid public probate proceedings. Celebrity Estate Planning Mistakes – Real-life lessons from Prince, Aretha Franklin, James Gandolfini, Howard Hughes, Heath Ledger, and others. 📈 Bonus Strategy: Lifetime Gifting – How gifting assets while alive can reduce estate taxes, simplify probate, and allow you to see loved ones benefit from your generosity now.

    27 分鐘
  8. Ep 226: Budgetting is a bad word, money psychology, and the worst kinds of financial advice

    7月25日

    Ep 226: Budgetting is a bad word, money psychology, and the worst kinds of financial advice

    Don't forget to share this episode with a friend, family member, colleague, or co-worker. Learn more about David by listening to episode 215: Who is David Chudyk and what does he do? -- Click here to listen! In this powerful episode of The Weekly Wealth Podcast, Certified Financial Planner David Chudyk pulls back the curtain on why traditional budgeting advice often fails—and how a smarter, psychology-driven approach to spending can lead to long-term wealth. This week’s episode covers three high-impact financial topics: 🧠 1. The Psychology of SpendingWhy do we overspend—even when we know better? Learn how your brain tricks you into spending and how you can fight back using: Dopamine control hacks (like the 48-hour rule)Emotional spending triggers to watch out forThe “Would I buy this twice?” litmus testThe impact of comparison culture and social media envy 💰 2. Why Budgeting Often Fails (and How to Fix It)Let’s stop calling it a budget—and start building a Spending Plan. David breaks down: Why most high-income earners still struggle with cash flowThe importance of financial margin and how to create itReal-life examples of poor spending habits—even among the wealthyHow to align your expenses with your actual financial goals 🚫 3. The Worst Financial Advice Out ThereYou won’t believe some of the terrible advice David’s clients have received! From half-baked Roth conversion ideas to TikTok influencers pushing risky schemes, you’ll hear: The difference between a product pusher and a true fiduciaryWhy “broke friends” shouldn’t be your financial role modelsHow to vet advice—even if it’s from someone you trustRed flags in annuity, insurance, and investment sales pitches 🎧 Whether you’re just starting to get control of your spending or you’re a high earner feeling like money slips through your fingers, this episode will challenge your mindset, sharpen your strategy, and help you make better money decisions. 🔥 Bonus Hack: Don’t forget to include money for FUN in your spending plan! Financial freedom includes joy—just make sure it fits your financial reality. 👉 Liked the episode? Share it with a friend, colleague, or family member. We’re building a tribe of financially empowered listeners, and your share helps us grow! 📲 Follow us on Instagram: @weekly_wealth_podcast 📺 Watch episodes on YouTube: @theweeklywealthpodcast 🌐 Learn more at: www.weeklywealthpodcast.com 🎤 Hosted by David Chudyk, CFP® — Helping high earners, business owners, and the mass affluent make smarter financial decisions and build true wealth.

    23 分鐘
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簡介

Exploring the Mindsets, Tactics, and Strategies to help you to build and maintain wealth.

資訊

  • 創作者
    David Chudyk
  • 活躍年代
    2020年 - 2025年
  • 集數
    236
  • 年齡分級
    兒少適宜
  • 版權
    © David Chudyk, CFP(r)
  • 節目網站
    The Weekly Wealth Podcast

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