Ep 249: 25 reflections on 2025
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Ep 249: 25 reflections on 2025
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Welcome to the first episode of 2026.
In this episode of The Weekly Wealth Podcast, Certified Financial Planner™ David Chudyk shares 25 powerful lessons from 2025—lessons learned from working closely with business owners, high earners, and high‑net‑worth families.
These lessons span three critical areas:
• Business ownership & leadership
• Personal finance & investing
• Life, health, and perspective
This episode is designed to help you think better, behave better, and ultimately make better financial decisions in 2026 and beyond.
SECTION 1: 8 LESSONS FOR BUSINESS OWNERS
1. Profit is not a dirty word—it’s the purpose of business.
2. Your business should survive if you disappear for 30 days.
3. Complexity is the enemy of scale.
4. Growth requires daily discomfort.
5. Many businesses underprice their value.
6. You can’t be everything to everyone—find your niche.
7. Core values should be written, shared, and lived.
8. Learn to say: “That’s not my job anymore.”
SECTION 2: 9 PERSONAL FINANCE & INVESTING LESSONS
• Many millionaires don’t look wealthy.
• Financial margin matters.
• Wealth is built through boring consistency.
• Concentration can create wealth; diversification preserves it.
• Know what you own, why you own it, and when you’ll sell.
• Risk management matters more than chasing returns.
• Roth vs pre‑tax decisions matter.
• Tax preparation is not tax planning.
• Estate planning can’t wait.
SECTION 3: 8 LIFE LESSONS
• Be a decent person.
• Let go of what you can’t control.
• Calories add up—health matters.
• Find an exercise plan you’ll stick with.
• Surround yourself with great people.
• Avoid patterns that keep people stuck.
• Choose empathy over judgment.
• Faith, gratitude, and perspective matter.
BONUS SEGMENT
Focus on activities, not outcomes.
You control the activity. Results take care of themselves.
CALL TO ACTION
Book your 10‑Minute Wealth Vision Call:
https://weeklywealthpodcast.com/vision
DISCLAIMER
The information contained herein is for informational purposes only and should not be construed as an offer to buy or sell any security. Past performance is not indicative of future results.