👻 Episode Summary

In this special Halloween edition, David explores some of the scariest financial mistakes people make — from ignoring their 401(k)s to neglecting estate planning and assuming their business will fund retirement. He also shares tips to avoid these “financial frights” and offers resources to help you make smarter money decisions.

🧟‍♂️ Key Takeaways

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• Don’t drift with your 401(k): Review your investments regularly and get professional advice.
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• Don’t assume one small action solves it all: Keep monitoring your finances after taking action.
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• Plan for the inevitable: Prepare for death, disability, or incapacitation through estate planning.
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• Business owners beware: Know what your business is actually worth and prepare before selling.
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• Taxes are scary — but manageable: Understand your tax rate, plan before year-end, and work with professionals.
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• Bonus tip: Don’t blow your diet this Halloween—avoid the “candy binge”!

🧰 Resources Mentioned

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• Get your Value Builder Score:
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• 👉 www.weeklywealthpodcast.com/valuebuilderscore
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• Download your free Balance Sheet Template:
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• 👉 www.weeklywealthpodcast.com/balancesheet
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• Contact David Chudyk:
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• 📧 David@parallelfinancial.com
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• Parallel Financial:
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• 🌐 https://www.parallelfinancial.com

📱 Connect on Social Media

Stay connected for more insights, behind-the-scenes content, and updates:

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• Instagram: @weekly_wealth_podcast
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• Facebook: Weekly Wealth Podcast
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• LinkedIn: David Chudyk, CFP®
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• YouTube: Weekly Wealth Podcast Channel

💬 Support the Show

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• Share it with a friend or colleague
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⚠️ Disclaimer

The information shared in this podcast is for educational purposes only and should not be considered financial advice. Parallel Financial does not guarantee the accuracy or completeness of the information provided. Past performance is not indicative of future results.