Ep 265: Get to know David.

Ep 265: Get to know David.

From The Weekly Wealth Podcast by David Chudyk

May 1, 2026 · 21 min · Season 1 · Episode 265

About this episode

In this episode, David Chudyk shares his personal background and philosophy on financial advising.

EPISODE SUMMARY In this special annual episode, host and CFP David Chudyk steps away from financial strategy to do something he calls "the forbidden" — talk about himself. This episode is designed as a first step for anyone considering working with David as their financial advisor. He shares his background, his philosophy on money and life, who he works best with, and what makes his practice unique. WHAT YOU'LL LEARN IN THIS EPISODE David's origin story — growing up in New York and the money mindset he developed early in life How his career evolved from tennis director to Nationwide Insurance agency owner to independent CFP Why he joined Parallel Financial in 2019 and what that means for his clients The behavioral finance philosophy that drives every client relationship Who David's ideal client is — and who might be a better fit elsewhere What the "fit meeting" is and why the "nice person test" is non-negotiable The difference between delegators, collaborators, and do-it-yourselfers — and why it matters How his CFP designation, long-term care certification, and Value Builder advisor credential work together Why risk management is the most overlooked part of financial planning How…

People in this episode

Host: David Chudyk

Topics covered

  • financial advising
  • personal finance
  • career journey
  • money mindset
  • client relationships

Keywords

  • financial advisor
  • money mindset
  • career evolution
  • behavioral finance
  • client fit

Mentioned in this episode

Organizations: Parallel Financial, Nationwide Insurance

Places: New York

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