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Ep 197: Maximize Your Wealth: Year-End Financial Planning

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Manage episode 455266329 series 3502811
Content provided by David Chudyk. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by David Chudyk or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Year-End Financial Planning for High Net Worth Individuals

In this episode, David Chudyk, a Certifed Financial Planner(tm) practitioner with Parallel Financial, discusses various financial planning strategies for high net worth and mass affluent individuals as the year comes to a close. He covers topics such as holiday spending plans, Roth IRA conversions, charitable giving, asset allocation reviews, business expense preparations, and end-of-year financial checks. Additionally, David emphasizes the benefits of performing a 'happiness audit' on spending, practicing random acts of kindness, and teaching children about money. Listeners are encouraged to reach out with questions or to consider working with David for personalized financial advice.

00:00 Introduction and Podcast Overview

01:34 Holiday Spending Plans

03:09 Understanding Roth Conversions

05:18 Charitable Giving Strategies

08:57 Year-End Investment Check-Up

10:43 Business Owner Year-End Tips

13:40 Non-Traditional Financial Planning

16:36 Conclusion and Contact Information

  continue reading

239 episodes

Artwork
iconShare
 
Manage episode 455266329 series 3502811
Content provided by David Chudyk. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by David Chudyk or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Year-End Financial Planning for High Net Worth Individuals

In this episode, David Chudyk, a Certifed Financial Planner(tm) practitioner with Parallel Financial, discusses various financial planning strategies for high net worth and mass affluent individuals as the year comes to a close. He covers topics such as holiday spending plans, Roth IRA conversions, charitable giving, asset allocation reviews, business expense preparations, and end-of-year financial checks. Additionally, David emphasizes the benefits of performing a 'happiness audit' on spending, practicing random acts of kindness, and teaching children about money. Listeners are encouraged to reach out with questions or to consider working with David for personalized financial advice.

00:00 Introduction and Podcast Overview

01:34 Holiday Spending Plans

03:09 Understanding Roth Conversions

05:18 Charitable Giving Strategies

08:57 Year-End Investment Check-Up

10:43 Business Owner Year-End Tips

13:40 Non-Traditional Financial Planning

16:36 Conclusion and Contact Information

  continue reading

239 episodes

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