The Weekly Wealth Podcast

Charitable consultant for The American Heart Association, John Cullum, CFP(r) discusses:

1. Why some people are charitable and others are not.
2. Why it feels good to give.
3. Different giving styles for different generations.
4. What are some tax efficient ways to give money.

For all of your money questions, email [email protected]

Don't forget to CLICK HERE TO WATCH THE YOUTUBE VERSION OF THIS WEBINAR

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 David Chudyk is joined by Steve Pumphrey, a certified personal trainer, to explore fitness and diet issues and provide helpful tips for post-holiday weight gain.

Steve offers his expertise in personalized nutrition coaching and emphasizes the importance of a balanced approach to nutrition and physical activity for overall health and wellness. From understanding portion control to debunking weight loss myths, this episode offers invaluable insights into building a healthy lifestyle in tandem with building financial wealth.

What does fitness have to do with finances? Click play to find out.

• Parallels Between Personal Finance and Personal Wellness
• Seeking professional guidance for both healthy financial habits and a balanced diet
• The Confusion Around Diet Advice and the Importance of Personalization
• The two exercises you can do anywhere any time and they always work
• Challenges related to portion control and the influence of childhood habits

https://www.stevepumphrey.com/

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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.

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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:

1. Am I saving enough money?
2. Am I saving too much money?
3. What can I do about my tax situation?
4. How do I offer the right employee benefits to my team?
5. Are my real estate holdings generating the returns that they should be generating?
6. What are some good charities that I can support and how can I support them in the most efficient manners?
7. I just don't feel that I am financially savvy, what can I do about this?
8. My spouse handled a lot of this, now he/she has passed away, how do I now handle my finances?
9. What will happen if I die?
10. Can I sell my business? What is my business worth? How can I make it worth more?

Please go to www.weeklywealthpodcast.com and click on the microphone icon and leave a short voice message about what is stressing you with regards to YOUR finances.

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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.

2.     Today’s results are from the seeds that we planted yesterday, last week, or even years ago.

3.     Choose your hard.

4.     Surround yourself with people who can lift you up. 

5.     If you are an entrepreneur or employer, make sure to take care of your team.  Without

the support of your team, almost nothing would ever happen.

6.     Life is short.. make the best of it.

7.     Journalling can be lifechanging.

8.     An incredible amount of our successes (or failures for that matter) occur because of what we think and tell ourselves.

9.     We all have the same amount of time.

10.  Spend time each day thinking about your future.

self.  Think about the person that you want to be and ask yourself what that person does (or doesn’t do).

11.  Being great has a financial cost (coaching, etc).

12. You can never know everything, but you can surround yourself with people who know what you don’t know, who are good at what you are not good at, and enjoy doing the things that you hate.

13.  Complaining is the refusal to pay the success tax. 

14.  Never take health for granted.

15.  If you are a business owner, work constantly to be a better business owner.  Being good

at your trade is NOT the same as being good at running your business.

16.  Financial margin is a great thing, work towards having it.

17.  Money doesn’t solve all problems, but most problems are a bit smaller, if there is additional money involved.

18.  Speaking of problems… if we think about all of the problems that we have ever had and are REALLY honest with ourselves, many of the problems existed because we either caused (or partially caused) or didn’t prevent them.

19.  You don’t die if you are just a little bit hungry.

20.  Making HUGE strides in life/business can be easier than smaller growth because you have to change everything that you are did to get to where you are.

21.  If you have kids, cherish every moment that you have with them because they grow up

22.  If you are married, make sure to cherish your spouse

23.  God is great.

Don't forget to email [email protected] with your questions.

Kellie Good of Blackstone Accounting explains:

1. The S-Corp Election
2. Details of the home office deduction
3. The Augusta Rule
4. Some benefits of hiring your children

Kellie also discusses:

Some changes to IRS guidelines and rules for 2024.

To reach Kellie Good, visit her website at www.blackstoneaccounting.com or email her at [email protected]

To set a time to speak with David, visit Schedule a Chat (weeklywealthpodcast.com)

Get your VALUE BUILDER SCORE:

www.allofmyassets.com/value-builder-score

Get your FREEDOM SCORE:

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Rule # 1: NEVER LOSE MONEY

Rule # 2: NEVER FORGET RULE # 1

We 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 Wellness

Wednesday January 10th... Relational Wellness

Wednesday January 17th... Philanthropy

Wednesday January 24th...Financial Wellness

We 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:

1. tax loss harvesting
2. having a Holiday spending plan
3. retirement plan contributions
4. reviewing tax withholdings
5. reviewing FSA plan

We 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.

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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 Morgan

Hannah 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.

www.heronhousemanagement.com

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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