Best friends Joel and Matt are the co-hosts of How to Money which is all about providing the knowledge & tools that normal folks need to thrive in areas like debt payoff, DIY investing, and crucial money tricks that will provide continuous help along your journey. We believe that access to unbiased and jargon-free personal finance guidance is more necessary than ever before. When you handle your money in a purposeful, thoughtful way that works for your lifestyle, you can really start living ...
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Ep 215: Who is David Chudyk and what does he do?
MP3•Episode home
Manage episode 480258302 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.
Don't forget to email [email protected]
visit www.weeklywealthpodcast.com/valuebuilderscore
(88) The Weekly Wealth Podcast - YouTube
- In this episode, I share what my financial planning practice does to help clients succeed.
- I emphasize the importance of understanding each client's unique financial goals and needs.
- Financial planning is about more than just investments; it includes tax planning and risk management.
- I explain the seven-step financial planning process that guides my work with clients effectively.
- I highlight how accountability plays a key role in achieving financial goals for my clients.
- We discuss the importance of having accurate financial statements to make informed decisions.
Mentioned in this episode:
Inside the Mind of an Aquirer
249 episodes
MP3•Episode home
Manage episode 480258302 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.
Don't forget to email [email protected]
visit www.weeklywealthpodcast.com/valuebuilderscore
(88) The Weekly Wealth Podcast - YouTube
- In this episode, I share what my financial planning practice does to help clients succeed.
- I emphasize the importance of understanding each client's unique financial goals and needs.
- Financial planning is about more than just investments; it includes tax planning and risk management.
- I explain the seven-step financial planning process that guides my work with clients effectively.
- I highlight how accountability plays a key role in achieving financial goals for my clients.
- We discuss the importance of having accurate financial statements to make informed decisions.
Mentioned in this episode:
Inside the Mind of an Aquirer
249 episodes
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