OM DENNE PODKAST 🔗
Exploring the Mindsets, Tactics, and Strategies to help you to build and maintain wealth.
Verter:
Opdateringsfrekvens:
weekly
Gjennomsnittlig lydlængde:
26 minutes
Gæsteinterviews
Har sponsorer
Engelsk
USA
291 episoder
siden 17. mars 2020
episodic
NYESTE EPISODE 🔗
Knowing the math doesn't make you immune. Just ask Jax Crider. About four years ago, with a down market shrinking her income and a daughter born eight weeks early who spent 47 days in the NICU, Jax and her husband did the financially responsible thing: they listed their big house. Then somebody lef…
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SISTE EPISODER 🔗
For fifteen years, the estate planning playbook said the same thing: get assets out of your estate before you die. That advice made sense when the exemption was $5 million. It makes a lot less sense now that it's $15 million per person and $30 million per married couple, and permanent.
In the first…
Guest: Rain Bennett, Emmy-nominated filmmaker, keynote speaker, and author of The Chief Storytelling Officer
This week's episode takes a detour from taxes and markets to talk about the invisible force behind every sale, every client relationship, and every business decision: storytelling. David sit…
The Bonus Your Best Employee Doesn't Know They're Getting
Every business owner has that one person. Not a partner, not family — just an employee who makes the whole place run. And every business owner has, at some point, faced the moment when that person gets a call from a recruiter.
The instinct i…
Every September, the insurance industry runs Life Insurance Awareness Month — and most of the advice sounds the same: buy term, protect your family, don't wait. That advice is correct. It's also, at best, half the story.
Life insurance has two entirely different jobs depending on where you are in l…
73% of business owners who say they're ready to sell are missing at least one of the two numbers required to know if a sale will actually work. In this episode, David breaks down a new data study of 10,548 business owner assessments and lays out the Readiness 360 — the three questions every owner h…
Advanced Financial Basics
Success is boring. That's not a knock — it's the whole point. The best tennis players in the world don't win with highlight-reel shots; they win by making almost every easy shot and missing almost nothing. Wealth-building works the same way. This week, David Chudyk, CFP®, …
Guest: Peyton Hoppes, ProVest Wealth Advisors (Spartanburg, SC)
Episode Summary
David sits down with longtime friend and fellow financial advisor Peyton Hoppes to talk shop. Peyton recently joined ProVest Wealth Advisors in Spartanburg, SC, where he and colleague Gabe are stepping in to take over t…
The Richest Corpse in the Graveyard
If you ran out of money, when would it happen? For a growing number of retirees — paid-off home, pension, Social Security, a seven-figure portfolio sitting quietly in the background — the honest answer is probably never. And yet study after study shows this exact…
Replay Episode — This one's a "blast from the past." David originally recorded this conversation in the last quarter of 2022, right in the middle of heavy recession fear and a rough year in the markets. He's bringing it back now because 2026 has had its own share of ups and downs, and the mindset u…
Ansvarsfraskrivelse: Podkasten og kunstværket, det finnes indlejret på denne siden, er fra David Chudyk, som tilhører dens eier og ikke er tilknyttet eller godkjent av Listen Notes, Inc.
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