The Weekly Wealth Podcast

🎙️ The Weekly Wealth PodcastSpecial Guest: Jessica PierceIn this episode of The Weekly Wealth Podcast, host David Chudyk is joined by special guest Jessica Pierce for an insightful conversation around money, mindset, and making smarter financial decisions.Together, they explore how behaviors—not just numbers—play a critical role in long-term wealth, and how intentional choices today can create confidence and clarity for the future. Whether you’re just starting your financial journey or refining your strategy, this episode offers practical takeaways you can apply right away.🔑 What You’ll Learn in This Episode:Why financial success is driven by behavior as much as strategyHow to make more intentional money decisionsCommon mistakes that can quietly derail long-term wealthThe importance of aligning your values with your financial planActionable steps you can take this week to improve your financial confidence💡 Key Takeaway:Better decisions lead to better behaviors—and ultimately, better wealth.👤 About Our Guest:Jessica Pierce brings a fresh perspective to the conversation, sharing insights and experiences that help simplify complex financial topics and make them more approachable.📌 Don’t Forget:If you enjoyed this episode, be sure to subscribe, rate, and review The Weekly Wealth Podcast so you never miss a conversation designed to help you build a stronger financial future.

What if the biggest financial move you make in 2026 isn’t a Roth conversion or an investment pick—but fixing your marketing?In the first episode of 2026, Certified Financial Planner™ David Chudyk sits down with marketing strategist Katie Brinkley to unpack practical, non-cringey marketing strategies that business owners can implement right now—without dancing on TikTok or posting 42 times a week.This conversation is packed with real-world marketing advice, especially for Main Street businesses, professional service firms, and business owners who want more revenue without more chaos.🧠 What You’ll Learn in This Episode✔️ The real difference between marketing vs. sales (and why confusing them hurts revenue) ✔️ Why posting less—with intention—often leads to better results ✔️ How to market without being “goofy,” awkward, or inauthentic ✔️ What “going viral” actually means for a small business ✔️ Why podcasts are one of the best lead-generation tools available today ✔️ How to use email marketing (the most overlooked asset) effectively ✔️ Non-social-media marketing strategies that still work in 2026 ✔️ How consistency—not perfection—wins the marketing game⏱️ Key Topics & HighlightsWhy your business is your greatest wealth-building toolThe shift toward personal branding after COVIDHow to choose marketing strategies that match your personalityLunch-and-learns, workshops, and relationship-based marketingWhy algorithms shouldn’t control your entire growth planRepurposing content the smart way (without burning out)🎯 BONUS CONTENTYour brand isn’t what you say it is—it’s what other people perceive.Ask yourself:What do your clients think you do?What does your community say about you?Would your competitors describe you the same way you do?If those answers don’t align with your goals, it may be time to refine—or rebrand—your message.👩‍💼 About Our Guest: Katie BrinkleyKatie Brinkley is a marketing strategist, speaker, and founder of Next Step Social. She’s been helping businesses grow through social media since the days of MySpace and has led national strategies for brands like AT&T.She’s also the host of two podcasts:Rocky Mountain Marketing – expert interviews and practical strategiesMarketing Trends Now – weekly solo episodes on what’s changing right now👉 Learn more and connect with Katie: 🌐 https://www.katiebrinkley.com📞 Ready to Talk About Your Financial Vision?If marketing,...

Welcome to the first episode of 2026.In this episode of The Weekly Wealth Podcast, Certified Financial Planner™ David Chudyk shares 25 powerful lessons from 2025—lessons learned from working closely with business owners, high earners, and high‑net‑worth families.These lessons span three critical areas:• Business ownership & leadership• Personal finance & investing• Life, health, and perspectiveThis episode is designed to help you think better, behave better, and ultimately make better financial decisions in 2026 and beyond.SECTION 1: 8 LESSONS FOR BUSINESS OWNERS1. Profit is not a dirty word—it’s the purpose of business.2. Your business should survive if you disappear for 30 days.3. Complexity is the enemy of scale.4. Growth requires daily discomfort.5. Many businesses underprice their value.6. You can’t be everything to everyone—find your niche.7. Core values should be written, shared, and lived.8. Learn to say: “That’s not my job anymore.”SECTION 2: 9 PERSONAL FINANCE & INVESTING LESSONS• Many millionaires don’t look wealthy.• Financial margin matters.• Wealth is built through boring consistency.• Concentration can create wealth; diversification preserves it.• Know what you own, why you own it, and when you’ll sell.• Risk management matters more than chasing returns.• Roth vs pre‑tax decisions matter.• Tax preparation is not tax planning.• Estate planning can’t wait.SECTION 3: 8 LIFE LESSONS• Be a decent person.• Let go of what you can’t control.• Calories add up—health matters.• Find an exercise plan you’ll stick with.• Surround yourself with great people.• Avoid patterns that keep people stuck.• Choose empathy over judgment.• Faith, gratitude, and perspective matter.BONUS SEGMENTFocus on activities, not outcomes.You control the activity. Results take care of themselves.CALL TO ACTIONBook your 10‑Minute Wealth Vision Call:https://weeklywealthpodcast.com/visionDISCLAIMERThe information contained herein is for informational purposes only and should not be construed as an offer to buy or sell any security. Past performance is not indicative of future results.

📄 Episode DescriptionThe days after Christmas often bring a rare and beautiful pause—less noise, fewer obligations, and space to breathe. In this special abbreviated episode of The Weekly Wealth Podcast, Certified Financial Planner™ David Chudyk invites listeners to step away from budgets, to-do lists, and financial strategies to reflect on a different kind of wealth.This episode explores the qualitative side of wealth: rest, gratitude, contentment, and time with the people who matter most. It’s a reminder that true wealth isn’t just what’s on paper—it’s who’s sitting around your table.⏱️ Episode HighlightsWhy the week after Christmas is one of the most valuable times of the yearRest as a legitimate and powerful form of wealthWhy burnout leads to poor decisions—financial and personalHow thankfulness changes our relationship with moneyRecognizing everyday privileges we often overlookWhy time with family is the only asset that isn’t renewableLetting ambition pause—and giving yourself permission to restA special “permission slip” for contentment heading into the new year💡 Key TakeawaysRest isn’t laziness—it’s recovery, margin, and fuel for better decisionsMoney is a tool, not the goal; it’s meant to support a meaningful lifeGratitude reduces financial anxiety by shifting focus from scarcity to abundanceTime is irreplaceable—money can be earned again, but moments cannotThere’s value in recognizing when you already have enough🎁 Bonus Content: A Permission Slip for the SeasonAs the year winds down, David shares a powerful reminder: 2026 can be a year of ambition, growth, and big goals—but the rest of this year can be about contentment.Not complacency—but appreciation. Not slowing down forever—but resting without guilt.If you’re listening between Christmas and New Year’s, consider this your permission slip to pause.🙏 Final ReflectionWealth isn’t just measured by accounts and statements. It’s measured by connection, faith, relationships, and peace.This week, rest. Be thankful. Spend time with the people you love. There will be plenty of time to focus on the details soon enough.📢 Connect With the ShowFollow The Weekly Wealth Podcast on:InstagramFacebook

Ep 247: Portfolio Construction 101

19-12-2025 | 27 Min.

📌 Episode OverviewWhen people hear “investing,” they often think about hot stocks, market predictions, or timing the next big move. In this episode of The Weekly Wealth Podcast, Certified Financial Planner David Chudyk breaks down what truly matters: how your portfolio is structured, balanced, and managed over time.This episode isn’t about what to buy—it’s about why you own what you own, how different investments interact, and how intentional design can lead to better long-term outcomes, especially during market volatility.🧠 What You’ll LearnWhy portfolio construction matters more than picking the “right” investmentHow investors can own great investments but still get poor resultsThe difference between intelligence and structure in investingWhy most portfolios are built unintentionally—and the risks that creates📊 Key Concepts Explained 🔹 Alpha vs. BetaAlpha: Returns above what the market providesBeta: Exposure to market movement (upside and downside)Why many investors mistake higher risk for true outperformance🔹 Concentration RiskHow overexposure to one stock, sector, or employer can quietly build riskWhy diversification doesn’t just grow wealth—it helps preserve it🔹 Index Funds: Pros & ConsPros:Low costBroad market exposureSimplicity and transparencyLimitations:Full exposure to market downturnsNo built-in risk management or tax coordinationIncreasing concentration within major indexesIndex funds are powerful tools—but they are not a full strategy on their own.🔁 Correlation, Volatility & Real RiskWhy assets that look diversified can still move togetherThe difference between volatility (movement) and true risk (permanent loss)How behavior—not numbers—often determines investment outcomes🏗️ Beyond Stocks: Other Investment ToolsDavid discusses how different assets can play different roles in a portfolio, including:Real estate (direct ownership vs. REITs)Gold and precious metalsPrivate equity and private creditAnnuities and lifetime income strategiesEach comes with unique risk, liquidity, and complexity trade-offs that must align with your stage of life and financial goals.⚠️ Why DIY Portfolios Often StruggleMarkets changeLife changesTaxes become more impactful over...