
David Chudyk honors small business owners during National Small Business Week and discusses crucial financial conversations they need to have.
This week is National Small Business Week — and before we get into strategy, David takes a moment to do something he thinks doesn't happen nearly enough: genuinely honor the people who build and run small businesses in America. Because it's hard. Really hard. And the numbers tell a story that most press releases never will. Then, in true Weekly Wealth fashion, he makes the turn: Small Business Week celebrates the business. But nobody's talking about the owner's financial future . This episode fixes that. 🎙️ In This Episode David walks through five financial conversations that almost nobody is having with small business owners right now — and at least one of them is probably going to hit close to home. #1 — Your CPA Is Only Looking in the Rearview Mirror There's a big difference between tax preparation and tax planning. Your CPA records history. A real financial strategy looks forward. For most business owners, nobody is having the proactive tax conversation — and it's costing them tens of thousands of dollars a year they don't have to pay. #2 — Your Business and Personal Finances Are One Big Knot Mixed accounts. Inconsistent owner pay. No clean separation between what the…
Host: David Chudyk
Organizations: CPA
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