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Prosperity Report

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by Mark Chandik

5.0(1 reviews)

9 episodes

Updated Daily

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Podcast Overview

Here you'll find ideas for building wealth, safeguarding it, and translating it into true prosperity with insights from actual business owners and financial professionals. Hosted by your Chief Prosperity Officer® Mark Chandik. The information contained in the multimedia content ("Video and Audio Content") posted represents the views and opinions of the original creators or that of the individual being interviewed. The mere appearance of Video and Audio Content on the Site does not constitute an endorsement by FDP or its affiliates. Prosperity Partners does not represent any connection to any specific product concepts that might be discussed. If you wish to understand the products and services offered by FDP, you should consult the Form CRS and disclosure documents like ADV Part 2A and 2B. The Video and Audio Content has been made available for informational and educational purposes only. It is not intended to supply specific tax, legal or investment advice or to be a substitute for professional advice or guidance. Always seek the advice of a qualified registered representative, investment advisor representative, accountant, or attorney with any questions you may have regarding your specific circumstances. Investment Advisory Services offered through Prosperity Partners - Private Wealth Management, LLC, a state Registered Investment Advisor and Valmark Advisers, Inc. a SEC Registered Investment Advisor. Securities offered through Valmark Securities, Inc., Member FINRA/SIPC. FDP Wealth Management LLC is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc. Insurance License 0675533/0H92100

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Publishing Since

7/23/2022

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Recent Episodes

May 25, 2026

Prosperity Partners Q1 2026 Investment Update

Prosperity Partners Q1 2026 Investment Update. Executive Q&A Discussion: Mark Chandik (President & Chief Investment Officer) & Bryan Ugalde (Vice President and Chief Operating Officer) sit down together to discuss a comprehensive look at what's been a pretty eventful start to the year. Your Chief Prosperity Officer® – Securing Your Future Together *For a free copy of Mark's book, 10 Financial Strategies for the Smart Investor, click here: https://prosperity-pwm.com/* *Book a 1-hour Introductory Meeting with Mark - https://calendly.com/mark-prosperity-pwm/new-meeting* *To sign up for our complimentary weekly newsletter, email your contact information to info@prosperity-pwm.com* Follow us on social media to never miss an update: *Prosperity Partners LinkedIn - https://www.linkedin.com/company/prosperitypartnerspwm* *Prosperity Partners IG - https://www.instagram.com/prosperitypartnerspwm/* *Prosperity Partners Facebook - https://www.facebook.com/prosperitypartnerspwm/* *Have any questions? Email them to mark@prosperity-pwm.com* Advisory Services offered through FDP Wealth Management, LLC, a state Registered Investment Adviser and Valmark Advisers, Inc. a SEC Registered Investment Advisor. Securities offered through ValMark Securities, Inc., Member FINRA/SIPC. 130 Springside Drive Suite 300 Akron, OH 44333-2431 800.765.5201 Prosperity Partners and FDP Wealth Management, LLC are separate entities from ValMark Securities, Inc. and Valmark Advisers, Inc. Prosperity Partners, FDP Wealth Management, LLC, ValMark Securities, Inc., Valmark Advisers Inc., and their representatives do not offer tax advice. You should consult your tax professional regarding your individual circumstances. The information contained in this email is privileged or confidential information intended only for the use of the individual or entity named. If the reader is not the intended recipient, agent or other person or entity responsible for delivery to the recipient, you are hereby notified that any dissemination, distribution or use of this information is neither allowed nor intended for your use and may subject you to legal action if such information is acted upon. If you have received this communication in error, please reply back indicating ERROR IN DELIVERY in the subject line and your email address will be removed. Thank you for your cooperation.

September 27, 2022

The Prosperity Report - A Leader in Trucking: from Founding to Exit, with Guest Dan Ugalde

How to Grow & When to Exit: 40 Years of Construction Industry Wisdom with Dan Ugalde. What does it take to weather four decades of growth and regulation in the highly competitive market of supplying equipment to construction sites? To find out, Mark interviews Dan Ugalde, a long-time Board Member of the Southern California Contractors Association. Dan grew a highly successful trucking company that supplied earthmoving trucks to construction sites throughout SoCal. After a long and productive career, Dan took an interesting approach when exiting his company: he chose to liquidate rather than sell. Through that process, he made sure his key employees were well taken care of, helping many of them retire or find places within the industry. A master at forming long-term relationships, Dan is also very active in helping the industry fight harmful legislation, having also served on the SCCA Legislative Committee. <ul> <li>Listen in as Dan shares his thoughts with host Mark Chandik on:</li> <li><span style= "color: #0d0d0d; font-family: Roboto, Noto, sans-serif; font-size: 15px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: pre-wrap; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: #ffffff; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; display: inline !important; float: none;"> Business And Regulatory Changes In Your Industry Over The Years</li> <li><span style= "color: #0d0d0d; font-family: Roboto, Noto, sans-serif; font-size: 15px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: pre-wrap; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: #ffffff; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; display: inline !important; float: none;"> The Effect Of California Compliance Regulations On Independent Truck Owners</li> <li><span style= "color: #0d0d0d; font-family: Roboto, Noto, sans-serif; font-size: 15px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: pre-wrap; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: #ffffff; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; display: inline !important; float: none;"> How Did You Decide On The Exit Strategy For Your Company</li> <li><span style= "color: #0d0d0d; font-family: Roboto, Noto, sans-serif; font-size: 15px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: pre-wrap; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: #ffffff; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; display: inline !important; float: none;"> What Length Of Time Did It Take To Wind Down Your Business</li> <li><span style= "color: #0d0d0d; font-family: Roboto, Noto, sans-serif; font-size: 15px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: pre-wrap; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: #ffffff; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; display: inline !important; float: none;"> Fostering Long-Term Relations</li> <li><span style= "color: #0d0d0d; font-family: Roboto, Noto, sans-serif; font-size: 15px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: pre-wrap; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: #ffffff; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; display: inline !important; float: none;"> Advice On Navigating The Highs And Lows Of The Industry</li> <li><span style= "color: #0d0d0d; font-family: Roboto, Noto, sans-serif; font-size: 15px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: pre-wrap; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: #ffffff; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; display: inline !important; float: none;"> Managing Your Cash Flow</li> <li><span style= "color: #0d0d0d; font-family: Roboto, Noto, sans-serif; font-size: 15px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: pre-wrap; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: #ffffff; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; display: inline !important; float: none;"> Hiring Employees For The Long Term</li> <li><span style= "color: #0d0d0d; font-family: Roboto, Noto, sans-serif; font-size: 15px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: pre-wrap; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: #ffffff; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; display: inline !important; float: none;"> How Important Is Family Support</li> <li><span style= "color: #0d0d0d; font-family: Roboto, Noto, sans-serif; font-size: 15px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: pre-wrap; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: #ffffff; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; display: inline !important; float: none;"> How Important Is Your Work With Charities</li> <li><span style= "color: #0d0d0d; font-family: Roboto, Noto, sans-serif; font-size: 15px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: pre-wrap; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: #ffffff; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; display: inline !important; float: none;"> Using Professional Consultants</li> </ul> Free Exit Preparedness Assessment In just 5 minutes our 18-point evaluation helps you assess your future readiness to exit, sell or transfer your company. Find it here: <a href="https://fdpwm.com/site/our-clients/exit-strategies/" target="_blank" rel= "noopener">https://fdpwm.com/site/our-clients/exit-strategies/</a> About the FDP Prosperity Report Prosperity is more than a number. It's the power to shape what is possible for you, your family and your heirs. On the Prosperity Report you can learn ideas for building wealth, safeguarding it, and translating it into true prosperity with insights from actual business owners and financial professionals. GET THE BOOK For a free copy of Mark Chandik's book "10 Financial Strategies for the Smart Investor" visit <a href= "https://airtable.com/appRZqZcZ8aZusIrq/tblrIsdq8C2kfgWHV/www.fdpwm.com" target="_blank" rel="noopener">www.fdpwm.com</a>

September 20, 2022

The Prosperity Report - A Look at Exit Strategies for the Business Owner with Guest Ben Julianel

Exit Strategies for the Business Owner with Guest Ben Julianel Today we’re looking at exit strategies for business owners. Your business is not simply what you do with your time and talent, it’s a sizable asset. We’re going to help you think about what’s next for both your business and yourself, even if you never plan on retiring. A successful exit or transfer of a business has 4 stages: <ol> <li>First, assemble your team of professionals to help with the process</li> <li>Evaluate and improve your financials</li> <li>Consider types of buyers - insiders, third parties, or employee ownership</li> <li>Structuring the deal - how and when the transfer of value takes place</li> </ol> Free Exit Preparedness Assessment In just 5 minutes our 18-point evaluation helps you assess your future readiness to exit, sell or transfer your company. Find it here: <a href="https://fdpwm.com/site/our-clients/exit-strategies/" target="_blank" rel= "noopener">https://fdpwm.com/site/our-clients/exit-strategies/</a> About the FDP Prosperity Report Prosperity is more than a number. It's the power to shape what is possible for you, your family and your heirs. On the Prosperity Report you can learn ideas for building wealth, safeguarding it, and translating it into true prosperity with insights from actual business owners and financial professionals. GET THE BOOK For a free copy of Mark Chandik's book "10 Financial Strategies for the Smart Investor" <a href="https://fdpwm.com/youtube" target= "_blank" rel="noopener">visit our website</a> NOTE: This information is provided as a financial planning tool/solution to business owners and is designed to offer valuable education and insight to the myriad decisions that should be considered when planning to exit a closely held business. FDP does not participate in the actual sale of private businesses.

9 total episodes available

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Frequently asked questions

Have a different question and can't find the answer you're looking for? Reach out to our support team by sending us an email and we'll get back to you as soon as we can.

What is Prosperity Report?: Here you'll find ideas for building wealth, safeguarding it, and translating it into true prosperity with insights from actual business owners and financial professionals.

Hosted by your Chief Prosperity Officer® Mark Chandik.

The information contained in the multimedia content ("Video and Audio Content") posted represents the views and opinions of the original creators or that of the individual being interviewed. The mere appearance of Video and Audio Content on the Site does not constitute an endorsement by FDP or its affiliates. Prosperity Partners does not represent any connection to any specific product concepts that might be discussed. If you wish to understand the products and services offered by FDP, you should consult the Form CRS and disclosure documents like ADV Part 2A and 2B.

The Video and Audio Content has been made available for informational and educational purposes only. It is not intended to supply specific tax, legal or investment advice or to be a substitute for professional advice or guidance. Always seek the advice of a qualified registered representative, investment advisor representative, accountant, or attorney with any questions you may have regarding your specific circumstances.

Investment Advisory Services offered through Prosperity Partners - Private Wealth Management, LLC, a state Registered Investment Advisor and Valmark Advisers, Inc. a SEC Registered Investment Advisor. Securities offered through Valmark Securities, Inc., Member FINRA/SIPC. FDP Wealth Management LLC is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc. Insurance License 0675533/0H92100
How often does this podcast release new episodes?: This podcast updates daily.
Where can I listen to this podcast?: This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
Does this podcast accept guests?: Yes, this podcast regularly features guests.

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