The Weekly Wealth Podcast
Episodes
Ep 161: Rise above the Money Fog.
15 Mar 2024
Contributed by Lukas
Author and long time Money Coach, Mikelann Valterra discussed:Money has the power in our lives to give us better lives.The Money FOG stems from our ex...
Ep. 160: Mastering Your Money: Strategies for Credit Score and Debt Success
08 Mar 2024
Contributed by Lukas
In this episode we discuss the important topics of credit scores and debt.Firstly we explained:The basics of what a credit score is.The basics of how ...
Ep 159: What is The Weekly Wealth Podcast?
01 Mar 2024
Contributed by Lukas
In this episode we discuss the origins and purposes of the show.Email [email protected] with any questions.Visit www.weeklywealthpodcast.com...
Ep 158: Making your company legally invisible.
23 Feb 2024
Contributed by Lukas
Scott Royal Smith is an educator, investor, and attorney who helps business owners to protect their assets.We discuss:Ways to protect your company fro...
Ep 157: Why is a financial podcast interviewing a Licensed Family Therapist?
16 Feb 2024
Contributed by Lukas
Licensed Family Therapist, Thomas Castro talks about:Eliminating the need for our partners to act differently in order for us to be happy.In order for...
Ep 156: An EXCITING new feature AND your business sale checklist.
09 Feb 2024
Contributed by Lukas
If you are at the point in your career where considering the exit of your business, these are some factors that should be considered:Ask yourself if y...
Ep 155: Finance Through the Ages: Understanding Each Generation's Money Matters
02 Feb 2024
Contributed by Lukas
The Silent Generation (Born 1928-1945)Concerns and Challenges:Healthcare Costs: Rising medical expenses and long-term care costs.Income Security: Limi...
Ep 154: A former financial advisor talks about mindset and success.
26 Jan 2024
Contributed by Lukas
Former financial advisor, April Roberts talks about how FIXED mindsets can either help or hurt us in our journeys to success.Make sure to learn more a...
Ep 153 Don't let the Tax Tail Wag the giving Dog, with John Cullum
19 Jan 2024
Contributed by Lukas
Charitable consultant for The American Heart Association, John Cullum, CFP(r) discusses:Why some people are charitable and others are not.Why it feels...
The Balanced Approach: Fitness, Finance, and Nutrition Wisdom with Steve Pumphrey
05 Jan 2024
Contributed by Lukas
Welcome to the first Weekly Wealth Webinar, where we dive into the world of wellness with our Wednesday Wellness Webinar. In this unique session, host...
Ep: 151 You are not alone. Everyone has MONEY CONCERNS.
29 Dec 2023
Contributed by Lukas
In this episode, we discuss some of the financial concerns that some of the people that I have worked with and spoken with this year. They include:Am...
Ep 150: The top 23 lessons of 2023
22 Dec 2023
Contributed by Lukas
These are the major lessons that I learned or confirmed in 2023. What about you? What did you learn?1. Life is not always hard...
Ep. 149: Last minute tax planning for 2023 and TAX NEWS for 2024
18 Dec 2023
Contributed by Lukas
Kellie Good of Blackstone Accounting explains:The S-Corp ElectionDetails of the home office deductionThe Augusta RuleSome benefits of hiring your chil...
Ep 148: Putting Warren Buffet's rules of investing to use in your planning AND WWW preview.
08 Dec 2023
Contributed by Lukas
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 ...
Year end financial tips, your personal development budget and Wednesday Wellness Webinars
01 Dec 2023
Contributed by Lukas
With the end of the year quickly approaching, it is important to be purposeful with our finances. In this episode we discuss:tax loss harvestinghavin...
Ep: 145: Gratitude can save your life and improve your health
23 Nov 2023
Contributed by Lukas
On this Thanksgiving 2023 episode of The Weekly Wealth Podcast, we talk about GRATITUDE and THANKFULNESS. Let's all commit to being Thankful all yea...
A Deep Dive Into the Secure Act 2.0 with Austin Erickson
02 Nov 2023
Contributed by Lukas
In this episode, host David Chudyk welcomes Austin Erickson from John Hancock, Regional Vice President at John Hancock Retirement, to discuss the Secu...
From Overwhelm to Freedom: How Outsourcing Can Liberate Your Mind, Time, and Sanity
27 Oct 2023
Contributed by Lukas
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...
Even Rich People Make These Financial Mistakes
20 Oct 2023
Contributed by Lukas
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 to...
Ep 142: How to save an average of $19077 per year in college tuition
13 Oct 2023
Contributed by Lukas
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 2...
Ep: 141: Victim Mentality Sucks and Maria Kellis explains why.
03 Oct 2023
Contributed by Lukas
As an entrepreneur, academic, author, consultant, and teacher, Maria Kellis works with leaders in the corporate space. On a quest to bring the essence...
Ep # 140: Are you afraid of inflation?
20 Sep 2023
Contributed by Lukas
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 c...
Ep 139: How to Boost Your Business with Podcasting: An Interview with Dave Jackson
14 Sep 2023
Contributed by Lukas
Dave Jackson began podcasting in 2005 and launched the School of Podcasting (schoolofpodcasting.com). His School of Podcasting show has over 3.3 milli...
Ep # 138: Your financial homework.... the last one is FUN!
07 Sep 2023
Contributed by Lukas
In continuing with our recent "back to school" theme, this week's episode focuses on THREE homework items:Take a financial (spending audit). Examine ...
Ep 138: FIRE your financial advisor if they don't.......
01 Sep 2023
Contributed by Lukas
Three questions that financial advisors SHOULD be asking are:HOW ARE YOU? Financial health is very important, but as a financial advisor, I believe t...
BONUS REPLAY: Johnny Depp V Amber Heard and how it applies to YOUR business.
25 Aug 2023
Contributed by Lukas
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 share...
Ep 136: Why you should use a COMPETENT Financial Advisor.
21 Aug 2023
Contributed by Lukas
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 d...
Ep 135: BACK TO SCHOOL: Why your kids might end up being poor.
11 Aug 2023
Contributed by Lukas
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 ...
Ep 134: Relationship mindsets of SCARCITY AND the THRIVE COUPLES SUMMIT
31 Jul 2023
Contributed by Lukas
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 inva...
Ep 133: DE-RISKING your retirement portfolio, Charitable Giving Strategies, and TRANSFER methods for your business
22 Jul 2023
Contributed by Lukas
Segment # 1: How can you DE-RISK your retirement portfolio? Segment # 2: Charitable giving methods Segment # 3: What are some ways that you migh...
Episode 132: The insurance industry... your 401k... your business... Finacial Basics
13 Jul 2023
Contributed by Lukas
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 insure...
Ep. 131: Divorce and Money
06 Jul 2023
Contributed by Lukas
For more than two decades, master money coach Mikelann Valterra, MA, AFC®, has helped women transform their relationship to money. A highly respecte...
Episode 130: Random thoughts about ......
30 Jun 2023
Contributed by Lukas
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 con...
Episode 129: Why your business is NOT building generational wealth (and ... what to do about that awful problem) with Carla Titus
23 Jun 2023
Contributed by Lukas
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...
Episode 128: Do I need a will, trust, power of attorney, or other legal documents?
01 Jun 2023
Contributed by Lukas
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 th...
Episode 127: Real Estate
25 May 2023
Contributed by Lukas
South Carolina Attorney, Michael Bagwell discusses: 1. The importance of title searches during real estate transactions 2. The importance of title in...
# 126: Your Business's ENDGAME
15 May 2023
Contributed by Lukas
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 y...
Ep. 125 Why Parallel?
11 May 2023
Contributed by Lukas
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 fiduciar...
Episode 124: Don't be BUSY.... with Valari Jackson
29 Apr 2023
Contributed by Lukas
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...
Episode 123: Don't let your new business CRASH AND BURN
22 Apr 2023
Contributed by Lukas
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...
Episode 122: Business Insurance Basics
13 Apr 2023
Contributed by Lukas
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 in...
Episode 121: FUNDING your new business
05 Apr 2023
Contributed by Lukas
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...
Episode 120:Fraud: Why they do it, how they do it, and what can you do about it?
24 Mar 2023
Contributed by Lukas
In this fascinating episode with Forensic CPA, John Tonsick, we discuss many aspects of fraud. Business owners often don't have proper controls on...
Episode 119: An Employee Benefit program that can increase your teams' paychecks and save payroll on taxes for YOUR business
18 Mar 2023
Contributed by Lukas
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 taxe...
Episode 118: Decoding the SECURE ACT 2.0 with Jordan Roberts
11 Mar 2023
Contributed by Lukas
Jordan Roberts discusses the benefits of the SECURE ACT 2.0 both for business owners and individuals. For questions or any additional information abou...
Episode 117: 99% of Financial advisors are NOT helping their business owner clients with this.
28 Feb 2023
Contributed by Lukas
Laura Ferguson and David Chudyk have a fascinating conversation about how business owners can: - Increase the value of their business. - Decrease the ...
Episode 116: How much WORKING CAPITAL should your business have?
22 Feb 2023
Contributed by Lukas
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...
Episode 115: How Naadir Jalil helps young professionals to set themselves up for FINANCIAL SUCCESS
10 Feb 2023
Contributed by Lukas
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 whe...
Episode 114: LOVE YOUR BUSINESS again and a HUGE SUMMIT ANNOUNCEMENT
03 Feb 2023
Contributed by Lukas
In this episode, David and Tara Stand talk about how business owners and managers can be more effective and LESS productive. This is a fascinati...
Episode 113: SLASHING HEALTH INSURANCE costs for the small business owner while increasing HR support
18 Jan 2023
Contributed by Lukas
Small business owners struggle to: 1. Compete with the benefits packages of larger companies. 2. Afford health insurance coverage for their team. 3. M...
Episode 112: Answer these 3 financial questions to have a great 2023
30 Dec 2022
Contributed by Lukas
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...
Episode 111: What the NBA greats can teach you about your business and reaching your potential.
29 Nov 2022
Contributed by Lukas
During his collegiate basketball playing days and then during his time as a basketball performance coach, Alan Stein Jr., has learned that the secret ...
Episode 110: Buyers agents and real estate purchases with Vicki Durkin
22 Nov 2022
Contributed by Lukas
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 epi...
Episode 109: Knowing your numbers makes your business more valuable
16 Nov 2022
Contributed by Lukas
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. ...
Episode 108: How to NOT be a JERK of an employer
09 Nov 2022
Contributed by Lukas
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 t...
Episode 107: How to THINK and BEHAVE in these volatile markets
02 Nov 2022
Contributed by Lukas
Michael DiJoseph, CFA works with financial advisors to help them to properly bring value and coach their clients. In this fascinating discussion, Mr...
Episode 106: Breaking the GOOGLE code for the small business owner
27 Oct 2022
Contributed by Lukas
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...
Episode 105: Chasing (financial) freedom with The Freedom Chasers
16 Oct 2022
Contributed by Lukas
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 Fr...
Episode 104: I own a business, I have no investments, I want to retire... now what?
07 Oct 2022
Contributed by Lukas
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. &...
Episode 103: Business Coach + Motivated Entrepreneur = A BETTER LIFE.
30 Sep 2022
Contributed by Lukas
After a successful corporate career in many leadership positions, Mike Ungar began a coaching practice. Mike believes that we, as entrepreneurs and le...
Episode 102: Charitable giving.... getting more by giving
03 Sep 2022
Contributed by Lukas
In this episode we describe the various methods of charitable giving. To ask your questions about this or any other financial planning topic, email da...
Episode 101: Do this to 3x your leads, 2x your sales and add 100k of recurring revenue to your business
26 Aug 2022
Contributed by Lukas
"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 ...
Episode 100: Building a great sales team for your business
17 Aug 2022
Contributed by Lukas
Doug Mitchell is an entrepreneur, podcaster, speaker, coach, father, and husband who has built successful sales organizations. In this episode w...
Episode 99: Investing in Vacant Land .... the key to building your wealth?
22 Jul 2022
Contributed by Lukas
Pj Reilly has unique methods of buying and selling vacant land. Whether you are interested in buying one piece of vacant land or learning ...
Episode 98: KICKSTARTING the profitability of your business
14 Jul 2022
Contributed by Lukas
Danielle Hayden of Kickstart Accounting, Inc helps to make business owners' lives easier and more profitable. Through increasing efficiency, dec...
Episode 97: Communication is one of the keys to wealth
08 Jul 2022
Contributed by Lukas
To sign up to attend PHILLIP SESSIONS event in the upstate of SOUTH CAROLINA, make sure to go to www.upstatesbc.com and to book your complementary con...
Episode #96 - You CAN build your business on referrals WITHOUT BEING CREEPY
24 Jun 2022
Contributed by Lukas
After her first business failed, Stacey Brown Randall had to come up with systems, methods, and processes to gain new clients. In her first year...
Episode 95: How the Johnny Depp and Amber Heard Case can save your business
20 May 2022
Contributed by Lukas
Chris Melcher of Walzer, Melchel, and Yoda in Southern California represents high profile clients in divorce cases. In this episode, we get his ...
BONUS EPISODE.... WHAT YOU SHOULD BE DOING DURING THE MARKET VOLATILITY
13 May 2022
Contributed by Lukas
So far in 2022, the major stock market indices are all down. Emotions are high and anxiety is strong. In this episode, we talk about some of the...
Episode 94: The KITTY CAT approach to increasing your sales with The Sales Maven, Nikki Rausch
02 May 2022
Contributed by Lukas
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 downl...
Episode 93: Can FRACTIONAL SALES MANAGEMENT save your small business?
22 Apr 2022
Contributed by Lukas
Are you an entrepreneur that wears many hats? Do you have the responsibility of leading your sales team but: - don't do it effectively? - ...
Episode 92: Secrets of college funding with Ken Ruggiero
14 Apr 2022
Contributed by Lukas
Ken Ruggiero is an Advisor with Conscious Capitalism and CEO and Chairman of Ascent, a student success company offering success programs and outcome-b...
Episode 91: FAFSFA 101 with Cozy Whittman
07 Apr 2022
Contributed by Lukas
College planning, college selection, college funding, and even the decision TO go to college can impact the financial lives of students and parents fo...
Episode 90: Your personal and business legal health with Attorney Rick McDuff
30 Mar 2022
Contributed by Lukas
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...
Epiose 89: Is your CPA costing you $90,000 per year?
10 Mar 2022
Contributed by Lukas
Tiffany Phillips is a Certified Public Accountant who is proactive in tax PLANNING. She works diligently with with her client to craft strategie...
Episode 88: How you think will make you POOR (or rich) with Sarah Walton
31 Jan 2022
Contributed by Lukas
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 pro...
Episode 87: FREE housing for your college student
15 Jan 2022
Contributed by Lukas
In this episode, Realtor, Clifton Montgomery talks about the process of buying a rental home that can house your college student and provide rental in...
Episode 86: Dr. J saves the day and saves your health
30 Dec 2021
Contributed by Lukas
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, ple...
Episode 85: Ask yourself "WHY?" (seven times) with Dee Gredler
15 Dec 2021
Contributed by Lukas
Dee Gredler is a leadership coach who helps women to determine their identities and improve their leadership skills. In this episode, Dee gives ...
Episode 84: Your leadership brand and your values.... with Lindsay White
30 Nov 2021
Contributed by Lukas
Lindsay White is a leadership coach who helps clients to define their leadership styles. She helps leaders to build inspiring cultures and to LO...
Episode 83: Deborah Peters and the Neuro Engineering Institute
20 Nov 2021
Contributed by Lukas
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 ...
Episode 82: Pillars of Health that can help you to build wealth with Mike Ricchio
10 Nov 2021
Contributed by Lukas
In this episode, Excercise Physiologist, Mike Ricchio talks about the pillars of heath and gives some simple and actionable steps that can help jumpst...
Episode 81: Rocky Lalvani Profit Answer Man
01 Nov 2021
Contributed by Lukas
Rocky Lalvani works with business owners to help them to maximize profits by understanding their cash flows. Please visit www.profitcomesfirst.com to ...
Episode 80: Tik Tok, Facebook, Instagram, and Linkedin... which should I use? With Harrison Baron
25 Oct 2021
Contributed by Lukas
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...
Episode 79: Investment Lessons of 2020 with Greg Towner
14 Oct 2021
Contributed by Lukas
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 L...
Episode 78: Car insurance is a RIPOFF
09 Oct 2021
Contributed by Lukas
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 ...
Episode 77: Why do the RICH get RICHER?
01 Oct 2021
Contributed by Lukas
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...
Episode 76: The fourth quarter of 2021
24 Sep 2021
Contributed by Lukas
2021 is quickly coming to an end. This episode gives some logical tasks to complete in October, November, and December of 2021. To schedule you...
Episode 75: Life Insurance for the small business owner
18 Sep 2021
Contributed by Lukas
Business owners are pulled in many directions and, often, neglect their personal and business planning. In this episode, we discuss why business...
Episode 74: Life Insurance Awareness Month and what it means to you.
03 Sep 2021
Contributed by Lukas
Each year, September is designated as Life Insurance Awareness Month by LIMRA. In this episode, we talk about the following misconceptions: 1. L...
Episode 73: Your money and Your HABITS with Sonya MacCrimmon
28 Aug 2021
Contributed by Lukas
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...
Episode 72: WEALTHKILLERS
20 Aug 2021
Contributed by Lukas
Merriam-Webster defines Wealth as "abundance of valuable material possessions or resources", but when asked about "true" wealth most will give a defin...
Episode 71: Laura Cowan and The Business Owner's Legal Audit
14 Aug 2021
Contributed by Lukas
Laura Cowan is a leading New York City attorney who works with business owners. Through her legal audit process, she can help entrepreneurs to d...
Episode 70: This episode can change your marraige.
31 Jul 2021
Contributed by Lukas
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 Ada...
Episode 69: The Wyoming LLC attorney talks about risk management, holding companies, and YOUR business.
23 Jul 2021
Contributed by Lukas
Jonathan Feniak helps business owners to determine if wyoming based holding companies and other risk management techniques are appropriate. &nbs...
Episode 68: Can this simple life insurance mistake derail the estate plan that you have for your young children?
17 Jul 2021
Contributed by Lukas
Greenville, South Carolina based Attorney, Justin Hamrick discusses one of the biggest mistakes that he sees parents make with regards to their life i...
Episode 67: Divorce Attorney to the stars, Chris Melcher talks about how to pick the right attorney.
05 Jul 2021
Contributed by Lukas
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...
Episode 66: Michelle Arpin Begina.... a conversation about the money stories, scripts, and lessons that affect our financial psychology
26 Jun 2021
Contributed by Lukas
Michelle is a technician of financial planning, investment, and wealth management, but what differentiates Michelle from other financial advisors is t...
Episode 65: Money Mindsets and avoiding toxicity with Sarah K Ramsey
11 Jun 2021
Contributed by Lukas
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 ...
Episode 64: TWO words that make your insurance agent CRINGE... with Jessica Owens
04 Jun 2021
Contributed by Lukas
As an insurance professional, Jessica Owens helps clients to manage their risks and obtain the right insurance protection. If you would like to ...