Episode 102: Charitable giving.... getting more by giving
In this episode we describe the various methods of charitable giving. To ask your questions about this or any other financial planning topic, email email@example.com Make sure to visit www.weeklywealthpodcast.com and www.allofmyassets.com
September 02, 2022
Episode 101: Do this to 3x your leads, 2x your sales and add 100k of recurring revenue to your business
"I can find any business $100,000 or more in less than 45 minutes... guaranteed", Howard Wolpoff If you are like many business owners, you are highly skilled with regard to your trade, but you struggle with a marketing message and lead nurturing program. Howard Wolpoff HELPS business owners to develop a MARKET DOMINATING POSITIONS. CLICK HERE to learn more about Howard and his processes As always, David Chudyk, CFP(r) is available for those money related questions that are keeping you up at night by emailing firstname.lastname@example.org If you are a business owner, visit www.allofmyassets.com/value-builder-score or simply visit www.allofmyassets.com to learn more about increasing the value of your business.
August 26, 2022
Episode 100: Building a great sales team for your business
Doug Mitchell is an entrepreneur, podcaster, speaker, coach, father, and husband who has built successful sales organizations. In this episode we discuss: 1. Why core values are important. 2. What can a business leader do when "no one wants to work" 3. How to empower a sales team to achieve their goals. To learn more about how Doug can help you, visit www.txbizdad.com To sign up for the UPSTATE SMALL BUSINESS CONFERENCE, visit www.upstatesbc.com As always David Chudyk can be reached via email email@example.com and don't forget to check out www.weeklywealthpodcast.com and www.allofmyassets.com
August 16, 2022
Episode 99: Investing in Vacant Land .... the key to building your wealth?
Pj Reilly has unique methods of buying and selling vacant land. Whether you are interested in buying one piece of vacant land or learning how to grow your wealth through the buying AND selling of land, this episode could be for you. To learn more about his course, please visit www.landlifecourse.com and make sure to follow him on tiktok @pjreillyislandlife and check out his YOUTUBE Channel by CLICKING HERE Don't forget to check out David's new website www.allofmyassets.com to learn how to build the value of, what is probably your biggest asset, and that is your business itself. To take your Valuebuilder score for YOUR business, CLICK HERE As always, David is always available for any of the money related questions that might be keeping you up at night. firstname.lastname@example.org
July 22, 2022
Episode 98: KICKSTARTING the profitability of your business
Danielle Hayden of Kickstart Accounting, Inc helps to make business owners' lives easier and more profitable. Through increasing efficiency, decreasing the time it takes to collect receivables, and being part of her clients' "financial team", Danielle and the Kickstart Accounting help business owners to run their businesses more efficiently and more profitably. Visit www.kickstartaccountinginc.com
July 14, 2022
Episode 97: Communication is one of the keys to wealth
To sign up to attend PHILLIP SESSIONS event in the upstate of SOUTH CAROLINA, make sure to go to www.upstatesbc.com and to book your complementary consultation with Phillip, please CLICK HERE. To learn more about David Chudyk visit www.weeklywealthpodcast.com and if you are a business owner, I would love your thoughts on our new website www.allofmyassets.com David Chudyk can be reached via email email@example.com
July 07, 2022
Episode #96 - You CAN build your business on referrals WITHOUT BEING CREEPY
After her first business failed, Stacey Brown Randall had to come up with systems, methods, and processes to gain new clients. In her first year of her new venture, she received 120 referrals. To learn more about how Stacey can help you to build your business through the power of referrals, please visit www.staceybrownrandall.com and make sure to take her REFERRAL NINJA QUIZ by clicking www.staceybrownrandall.com/quiz As always, email firstname.lastname@example.org with any of your money/financial planning related questions or click www.calendly.com/davidpf
June 24, 2022
Episode 95: How the Johnny Depp and Amber Heard Case can save your business
Chris Melcher of Walzer, Melchel, and Yoda in Southern California represents high profile clients in divorce cases. In this episode, we get his unique perspective on the #JohnnyDepp and #AmberHeard case and we discuss the PRACTICAL steps that your business can take if you are ever involved in a defamation case. For more information about Mr. Melcher, please visit www.walzermelcher.com CLICK HERE to download YOUR VALUE BUILDER SCORE FOR YOUR BUSINESS For any other financial issues that are keeping you up at night, email email@example.com linktr.ee/davidchudyk
May 20, 2022
BONUS EPISODE.... WHAT YOU SHOULD BE DOING DURING THE MARKET VOLATILITY
So far in 2022, the major stock market indices are all down. Emotions are high and anxiety is strong. In this episode, we talk about some of the action items you can take that can reduce your anxiety and even help you to come out of this downturn better than you were before it began. Email firstname.lastname@example.org or go to www.calendly.com/davidpf to set a time to discuss your portfolio CLICK HERE if you would like to get the VALUE BUILDER SCORE for your business CLICK HERE to download your FREE E-BOOK .... The Definitive Guide to Standard Operating Procedures CLICK HERE to download your FREE E-BOOK .... The 4 Degrees of Delegation
May 12, 2022
Episode 94: The KITTY CAT approach to increasing your sales with The Sales Maven, Nikki Rausch
Do you talk to your prospects like they are dogs or kitty cats? Find out which approach can lead to better relationships! Don't forget to download Nikki's FREE ebook by going to youralesmaven.com/week Nikki can be found at: https://yoursalesmaven.com/ https://www.facebook.com/yoursalesmaven/ https://www.instagram.com/your_sales_maven/ https://www.linkedin.com/in/nicolerausch/ As always, David Chudyk, CFP(r) is available for any questions about your MONEY. email email@example.com or visit www.calendly.com/davidpf linkt.ree/davidchudyk
May 02, 2022
Episode 93: Can FRACTIONAL SALES MANAGEMENT save your small business?
Are you an entrepreneur that wears many hats? Do you have the responsibility of leading your sales team but: - don't do it effectively? - don't have the time to do it at all? - don't have the desire to lead your sales team? If you answer is yes or if your sales team's numbers are not where you would like, a FRACTIONAL SALES MANAGER could be for you To learn more about Will Traylor and his company, visit www.actionaxiom.com email him at firstname.lastname@example.org, or call (303) 621-6032 As always... email email@example.com with any of your financial related questions linkt.ree.com/Davidchudyk
April 21, 2022
Episode 92: Secrets of college funding with Ken Ruggiero
Ken Ruggiero is an Advisor with Conscious Capitalism and CEO and Chairman of Ascent, a student success company offering success programs and outcome-based education loans. Ken is extremely passionate about setting students up for success to earn higher ROI from their degree/careers and has funded programs like mentoring, micro-internships, and financial literacy programs provided for free to help students succeed. Visit Bright Futures Engine to find the numerous resources that Ken makes available and to learn more about Ascent. --------------------------------------------------------------- Click here to watch an 11 minute video about how our firm manages investment risk. As always, if there is anything that is keeping you up at night with regards to your money or if you have a financial goal that you would like to discuss, email firstname.lastname@example.org
April 13, 2022
Episode 91: FAFSFA 101 with Cozy Whittman
College planning, college selection, college funding, and even the decision TO go to college can impact the financial lives of students and parents for decades. In this episode, Cozy Whittman of College Inside Track discusses: 1. What the FAFSFA is, when to fill it out, and other dispels other FAFSFA myths. 2. Some other methods by which to fund your college expenses. 3. Upcoming changes to the FAFSFA To discuss your child's educational goals visit Free Advice - College Inside Track As always, if there is anything keeping you up at night with regards to your personal and business finances, email email@example.com or visit www.calendly.com/davidpf. firstname.lastname@example.org or visit www.calendly.com/davidpf .
April 06, 2022
Episode 90: Your personal and business legal health with Attorney Rick McDuff
In this episode we discuss some or the legal documents that many individuals should have in place as well as some of the basic legal issues that small business owners face. If you are in South Carolina, visit https://mjmlawsc.com to learn more about Mr. McDuff and his firm. As always email email@example.com for your consultation regarding any of the financial issues that are keeping you up at night. To watch an 11 minute video that describes how our firm manages risk CLICK HERE
March 30, 2022
Epiose 89: Is your CPA costing you $90,000 per year?
Tiffany Phillips is a Certified Public Accountant who is proactive in tax PLANNING. She works diligently with with her client to craft strategies that can help them to reduce their tax burdens. Visit Tiffanyphillipscpa.com to learn more about Tiffany and her practice. As always, email firstname.lastname@example.org with all of your financial related questions
March 09, 2022
Episode 88: How you think will make you POOR (or rich) with Sarah Walton
Sarah Walton works primarily with women (although many of her principles work with men, as well) to help them to break through barriers, have more profitable businesses, and to define what success means to them. To connect with Sarah, visit www.sarahwalton.com. Sarah's youtube channel has a WEALTH of FREE content that can help you to live out your passions Sarah Walton - YouTube Don't forget to connect @thesarahwalton on Instagram As always, email email@example.com with your investment and financial planning questions. Don't forget to check out our newly updated website www.weeklywealthpodcast.com
January 31, 2022
Episode 87: FREE housing for your college student
In this episode, Realtor, Clifton Montgomery talks about the process of buying a rental home that can house your college student and provide rental income that can offset most or all of the costs of ownership. Clifton can be reached at (803) 550-0356 Follow him on Instagram @cliftonyourfavoriteagent and via email firstname.lastname@example.org As always, email email@example.com with any financial questions or visit www.calendly.com/davidpf to set an appointment
January 14, 2022
Episode 86: Dr. J saves the day and saves your health
Dr. J discusses some of the common sense methods to reduce or even eliminate chronic illnesses. To learn more about Dr. J and to connect with her, please visit linktr.ee/medfitdo As always, click www.calendly.com/davidpf to schedule time to discuss your financial or investment plans with David Chudyk and don't forget to download the Roadmap to Financial Success at www.weeklywealthpodcast.com
December 30, 2021
Episode 85: Ask yourself "WHY?" (seven times) with Dee Gredler
Dee Gredler is a leadership coach who helps women to determine their identities and improve their leadership skills. In this episode, Dee gives numerous tips, one of which is the SEVEN WHY'S Please visit Dee's website at www.deegredler.com To speak with David Chudyk about any financial issue that is keeping you up at night, email firstname.lastname@example.org
December 15, 2021
Episode 84: Your leadership brand and your values.... with Lindsay White
Lindsay White is a leadership coach who helps clients to define their leadership styles. She helps leaders to build inspiring cultures and to LOVE their businesses again. To learn more abut Lindsay and her company, visit https://highvoltagecoaching.ca/ or connect with her on Linkedin at https://www.linkedin.com/in/lindsay-white-high-voltage/ As always, if there are any financial issues that are keeping you up at night, email David@parallelfinancial.com to schedule your 30 minute zoom call. Don't forget to visit www.weeklywealthpodcast.com to download our Roadmap to Financial Success.
November 30, 2021
Episode 83: Deborah Peters and the Neuro Engineering Institute
Deborah Peters discusses how to "outlive your past" and how to remove victim mentality. To learn more about Deborah Peters, visit www.neimind.com As always, to contact David Chudyk with any financial related questions, email email@example.com and don't forget to visit www.weeklywealthpodcast.com
November 19, 2021
Episode 82: Pillars of Health that can help you to build wealth with Mike Ricchio
In this episode, Excercise Physiologist, Mike Ricchio talks about the pillars of heath and gives some simple and actionable steps that can help jumpstart your health journey. To learn more about Mike Ricchio and his programs visit his website at www.marhealthandperformance.com or @marhealthandperformance on Instagram. To schedule your zoom call with David Chudyk email David@parallelfinancial.com or visit www.calendly.com/davidpf
November 09, 2021
Episode 81: Rocky Lalvani Profit Answer Man
Rocky Lalvani works with business owners to help them to maximize profits by understanding their cash flows. Please visit www.profitcomesfirst.com to learn more about Rocky. Please also listen to Rocky's podcast at https://profitcomesfirst.com/podcast/ For all questions related to YOUR financial situation, email firstname.lastname@example.org to set up your appointment.
November 01, 2021
Episode 80: Tik Tok, Facebook, Instagram, and Linkedin... which should I use? With Harrison Baron
Harrison Baron discusses: 1. Why Tik Tok might be the best online platform for your business to get exposure (hint... it is free). 2. Why Instagram is becoming less popular. 3. The SECRET to using Facebook to effectively market your business (hint... it ISN'T by buying ads). 4. What to expect from LINKEDIN Visit https://www.growth-generators.com/ to learn more about Harison's company and visit https://www.youtube.com/c/TheMillennialEntrepreneurHarrisonBaron to see his many FREE videos on youtube. To schedule a time to talk with David Chudyk, CFP(r) about any financial issues that are keeping you up at night email email@example.com visit www.calendly.com/davidpf Don't forget to DOWNLOAD THE ROADMAP TO FINANCIAL SUCCESS at www.weeklywealthpodcast.com
October 24, 2021
Episode 79: Investment Lessons of 2020 with Greg Towner
In this replay of a recent webinar, Parallel Financial's Chief Investment Officer talks about some of the main concepts in his new book, "Investment Lessons of 2020: How An Unprecedented Year Taught Us Everything About Investing". To purchase a copy of Mr. Towner's book on Amazon, please visit https://www.amazon.com/Investment-Lessons-2020-Unprecedented-Everything/dp/B09DJ94XL3/ref=sr_1_1?dchild=1&keywords=greg+towner&qid=1634234073&sr=8-1 As always to schedule your 30 minutes appointment with David Chudyk to discuss what is keeping you up at night visit www.calendly.com/davidfp or email firstname.lastname@example.org
October 14, 2021
Episode 78: Car insurance is a RIPOFF
Many people feel as if insurance, mainly car insurance is a RIPOFF or a "RACKET". In this episode we discuss what car insurance really does for for you, what drives rates, and what you can do to make sure that you are paying the right price for the right coverage. If you would like to discuss your personal financial decisions, email email@example.com or visit www.calendly.com/davidpf
October 09, 2021
Episode 77: Why do the RICH get RICHER?
The old saying of "The rich get richer" is often true, but why is it true? What to the rich do that helps them to get richer? This podcast talks about some of the things that the rich do that helps them to gain momentum and build their wealth. Also, make sure to revisit https://www.weeklywealthpodcast.com/podcast/ep-6-rich-habits to listen to last year's episode with Tom Corley. As always, email firstname.lastname@example.org to schedule a time to chat about your own personal financial situation.
October 01, 2021
Episode 76: The fourth quarter of 2021
2021 is quickly coming to an end. This episode gives some logical tasks to complete in October, November, and December of 2021. To schedule your consultation with David Chudyk, email email@example.com
September 23, 2021
Episode 75: Life Insurance for the small business owner
Business owners are pulled in many directions and, often, neglect their personal and business planning. In this episode, we discuss why business owners should consider life insurance for : 1. Death Benefit Protection. 2. To pay off debt in the event of a death. 3. Key Person insurance. 3. The funding of a BUY/SELL agreement. 4. Supplementing retirement income. If any of these concepts interest you or if you have any other financial issues that you wish to discuss, email firstname.lastname@example.org
September 17, 2021
Episode 74: Life Insurance Awareness Month and what it means to you.
Each year, September is designated as Life Insurance Awareness Month by LIMRA. In this episode, we talk about the following misconceptions: 1. Life insurance is too expensive 2. My workplace life insurance is too expensive. 3. It is too difficult to buy 4. I don't need life insurance until I am older. If you have any questions about life insurance or any financial topic, email email@example.com or click www.calendly.com/davidpf to set an appointment.
September 03, 2021
Episode 73: Your money and Your HABITS with Sonya MacCrimmon
Our habits shape who we are and shape our results. Sonya MacCrimmon talks about: 1. What habits are. 2. How habits are formed. 3. How habits can be built or broken. Please vist Sonya on instagram at http://www.instagram.com/sonyajmac.coaching, visit her website to download her free workbook https://www.sonyamaccrimmon.com/freebie-5-steps-to-change, or visit https://hello.dubsado.com/public/appointment-scheduler/6115a1f1e855907992425b76/schedule to set up your own Habit Booster Session To schedule your appointment to discuss your financial concerns and goals, email firstname.lastname@example.org or visit www.calendly.com/davidpf
August 27, 2021
Episode 72: WEALTHKILLERS
Merriam-Webster defines Wealth as "abundance of valuable material possessions or resources", but when asked about "true" wealth most will give a definition that includes "freedom", "love", and "happiness". The following are 4 mindsets and actions that can kill your financial AND "TRUE WEALTH": 1. Mindless spending/drifting/ignorance. 2. Making emotional investing decisions. 3. Thinking about risk in the wrong ways. 4. Lack of thankfulness. If any of these concepts resonate with you, email email@example.com and we can have a discussion.
August 20, 2021
Episode 71: Laura Cowan and The Business Owner's Legal Audit
Laura Cowan is a leading New York City attorney who works with business owners. Through her legal audit process, she can help entrepreneurs to determine and prioritize areas where there businesses are at risk with potential legal issues. Laura's website is www.thelauracowan.com CLICK HERE if you would like to contact Laura Cowan. As always, if there are financial issues that are keeping you up at night, visit www.calendly.com/davidpf to schedule an appointment.
August 14, 2021
Episode 70: This episode can change your marraige.
Money and how we handle our money can be the root of many money problems in relationships. In this episode we have a fascinating conversation with Adam Kol of www.couplesfinancialcoach.com. Adam gives insight on how to work with your partner to get on the same page with regards to finances. For more information or to connect with Adam Kol, please visit www.couplesfinancialcoach.com to take his free test and benefit from the large amount of free resources that he provides. To schedule your consultation with David Chudyk, visit www.calendly.com/davidpf or email firstname.lastname@example.org
July 31, 2021
Episode 69: The Wyoming LLC attorney talks about risk management, holding companies, and YOUR business.
Jonathan Feniak helps business owners to determine if wyoming based holding companies and other risk management techniques are appropriate. To connect with Mr. Feniak please visit his website at www.wyomingllcattorney.com. As always to discuss anything that is keeping you up at night, email email@example.com
July 23, 2021
Episode 68: Can this simple life insurance mistake derail the estate plan that you have for your young children?
Greenville, South Carolina based Attorney, Justin Hamrick discusses one of the biggest mistakes that he sees parents make with regards to their life insurance and beneficiary forms. To contact Mr. Hamrick, please visit his website at www.hamricklaw.com or call 864 520-2021 If you would like to schedule your 30 minute zoom meeting with Certified Financial Planner(r), David Chudyk, email firstname.lastname@example.org or www.calendly.com/davidpf
July 17, 2021
Episode 67: Divorce Attorney to the stars, Chris Melcher talks about how to pick the right attorney.
During the times of our business and professional lives, where we need the services and advice of an attorney, it is crucial to pick the lawyer who is most suited to us. Christopher Melcher has over 2 decades of experience where he has helped his high net worth clients, many of whom are famous to navigate the stressful and impactful waters of the divorce process. Chris will share the secrets to choosing the RIGHT attorney for you. To connect with Chris on Linkedin please visit http://www.linkedin.com/in/ccmelcher and also check out https://walzermelcher.com for more information. To schedule your 30 minute discussion with David Chudyk, CFP(r) about the financial topics that are keeping you up at night, visit www.calendly.com/davidpf or email email@example.com
July 05, 2021
Episode 66: Michelle Arpin Begina.... a conversation about the money stories, scripts, and lessons that affect our financial psychology
Michelle is a technician of financial planning, investment, and wealth management, but what differentiates Michelle from other financial advisors is that she has spent the last two-plus decades studying the unconventional, non-financial aspects of life satisfaction, financial therapy (it’s a thing), behavioral bias, choice, and decision advising. In this episode we have a candid discussion about how we THINK about money and how to change your money scripts to those that can serve you well. If you would like to connect with Michelle, please visit: Website https://www.michelleab.com Facebook Page URL https://www.facebook.com/michelle.arpinbegina Instagram Handle https://www.instagram.com/michellearpinbegina/ Twitter Handle @Michelleab17 LinkedIn https://www.linkedin.com/in/michellearpinbeginacfp/ As always, to schedule your 30 minute "sleep at night" chat with David Chudyk, email firstname.lastname@example.org or visit www.calendly.com/davidpf
June 25, 2021
Episode 65: Money Mindsets and avoiding toxicity with Sarah K Ramsey
ARE YOU READY TO TURN YOUR TRIUMPH INTO TRAGEDY? Sarah K. Ramsey is a coach that helps her clients to break old patterns and get unstuck more quickly than they ever thought possible. In this episode we discuss mindsets as they relate to money and wealth building. Please visit Sarah K. Ramseys website at www.sarahkramsey.com and CLICK HERE to check out her best selling book. As always, email email@example.com with any financial issues that are keeping you up at night and visit www.calendly.com/davidpf to schedule your "sleep at night" consultation.
June 11, 2021
Episode 64: TWO words that make your insurance agent CRINGE... with Jessica Owens
As an insurance professional, Jessica Owens helps clients to manage their risks and obtain the right insurance protection. If you would like to speak with Jessica about your specific insurance situation, please call 864 882-3781, email firstname.lastname@example.org, or visit www.cfsig.net To schedule your 30 minute appointment with David Chudyk click here or email email@example.com
June 04, 2021
Episode 63: Financial Lessons from the Covid-19 Pandemic
As the country is moving towards normalcy, here are some of my thoughts about the financial lessons to be learned from the pandemic? What are your thoughts? What did you learn? To schedule your 30 minute consultation with David Chudyk email firstname.lastname@example.org or click www.calendly.com/davidpf
May 29, 2021
Episode 62: The $520 Challenge and how YOU can help.
In 2018, I began to work, in conjunction with Foothills Care Center on a year long, comprehensive financial literacy class. The idea was to help teach participants how to "redirect" $10 per week into a savings account and then have the funds matched by donors. In the first round, all but 2 participants finished the program, each participant made some lifechanging financial improvements, and one even became a homeowner! The program included sessions that taught: - Budgetting - Insurance basics - Investment basics - Financial habits - Mortgage/real estate basics - Legal/estate planning basics. Our office is hosting a fundraising event on May 28th from 4pm until 7pm at 916 East North First St in Seneca South Carolina. If you would like to attend, please CLICK HERE. We are covering 100% of the cost of the food, but are simply asking for donations of any amount. There will also be a silent auction. All monies raised will go directly to Foothills Care Center. If you would like to send a donation to benefit this program please visit https://www.myegiving.com/app/giving/eGiving-762807 To learn more about the great work that Foothills Care Center is doing, visit www.foothillscarecenter.org As always, email email@example.com to discuss any of the financial issues that are keeping YOU up at night.
May 21, 2021
Episode 61: Cindy Arledge and the Three reasons why your family might not survive an inheritance.
After the loss of her parents, Cindy Arledge dealt with the pain and family turmoil that was involved with the settling of her parents' estate. Cindy is passionate about helping other families to avoid the same issues and to have true generational wealth. Please visit Cindy's site www.legacyriskaudit.com to complete her legacy assessment. As always, please email David@parallelfinancial.com with any financial questions that are keeping you up at night.
May 15, 2021
Episode 60: Reducing the burden on your family... with Allen Pruitt
As an insurance industry veteran, Allen Pruitt is passionate about helping his clients to plan for final and legacy expenses. If you are interested in speaking with Allen, please call 864 723-1917 or email firstname.lastname@example.org
May 06, 2021
Episode 59: Credit reports, debt settlement, and collections for the high net worth with Sam Skye
Credit and debt settlement expert discusses the basics of credit scores, debt settlement, and collections processes. To speak with Sam, call 855 291-7557 or visit his website at www.creditcrb.com To schedule your consultation with David Chudyk, email David@parallelfinancial.com or visit www.calendly.com/davidpf
April 30, 2021
Episode 58: The Entrepreneur's Roadmap to Financial Success
In this episode we discuss SEVEN areas of consideration for your business. They include: 1. Decide what you want your business to be. 2. Retain a great internal team. 3. Retain a great external team. 4. Manage cash flows. 5. Minimize current taxes. 6. Minimize future taxes. 7. Develop an exit/diversification plan. For your 30 minute "sleep at night" discussion, email email@example.com or visit www.calendly.com/davidpf to set a time where we can have an informal chat about the financial issues that keep you up at night.
April 23, 2021
Episode 57: How a ROCKSTAR morning routine can bring success.
Coach Joe Lukacs works primarily with financial advisors in his coaching practice, but in this episode, he shares the success secrets that will work for any profession. As always, to schedule your 30 minute call with David Chudyk, visit www.calendly.com/davidpf or email David@parallelfinancial.com
April 17, 2021
Episode 56: Planning for financial aid and college scholarships with Cozy Whitman
Cozy Whitman discusses the various sources and types of financial aid for college students and what to look for when selecting a college. Visit https://collegeinsidetrack.com/ to learn more about College Inside Track and to schedule your virtual appointment. As always, for ANY financial question or issue that is keeping you up at night, email David@parallelfinancial.com or visit www.calendly.com/davidpf to set your 30 minute appointment
April 09, 2021
Episode 55: Cassie Ferrer The NUMBERS NERD, your business, and your CASH FLOW.
Cassie Ferrer works with individuals and entrepreneurs to develop cash flow strategies to provide peace of mind and financial stability. Cassie's academic background includes a BA in Finance and Marketing and an MBA. She is also a CPA candidate. She was featured in Marketwatch, Fox 54 news, Digital Journal, Finance Care Services, Small Business Expo, Corporate Shark Tank, other local news shows, and numerous podcasts. To connect with Cassie, please visit her website at www.numbersnerdconsulting.com or simply type Debt Free Family in the searchbar within Facebook. As always, to schedule your 30 minute consultation with David Chudyk, CFP(r) please email David@parallelfinancial.com or visit www.calendly.com/davidpf
April 02, 2021
Episode 55: The scoop on IRA's
With the tax filing deadline being extended to May 17, 2020 this episode takes a brief look at the basics of IRA's and Roth IRA's. To schedule you consultation with David Chudyk email firstname.lastname@example.org or visit www.calendly.com/davidpf
March 26, 2021
Episode 54: Make the most of your STIMULUS CHECK
With the passage of the Rescue America Plan, many Americans will be receiving Stimulus checks in the near future. CLICK HERE to access a Kiplingers.com article that contains details, income restrictions, etc., for the latest round of stimulus checks. As always, email David@parallelfinancial.com to set up your 30 minute zoom appointment to discuss the financial issues that are keeping you up at night.
March 12, 2021
Episode 53: The HIDDEN (and often forgotten) jobs of your financial advisor
We all know that most financial advisors manage money or provide some sort of investment advice or planning, but what ELSE should your financial advisor do for you? In this episode, David gives his take on the 5 of the jobs that your financial advisor has (in addition to money management: 1. Help client to decide if they have the proper mortgage for their current situation. 2. Align clients with professionals who can help take important items off of their plates. 3. Guide clients to the proper property and casualty risk coverages. 4. Ask the "whats" and "why" questions. 5. Discuss and determine what levels of giving should exist in their clients' lives. Don't forget to visit our website at www.weeklywealthpodcast.com and also make sure to email email@example.com with any questions or to schedule your 30 minute zoom or telephone call.
March 04, 2021
Three MUST READ books
These three books can be game changers in your life! 1. "Doesn't Hurt to Ask... Using the Power of Questions to Communicate, Connect, and Persuade", by Trey Gowdy. 2. "Personality isn't Permanent", by Benjamin Hardy, PhD 3. "Rich Habits", by Thomas C. Corley, CPA, CFP, M.S. To schedule your appointment with David Chudyk, email David@parallelfinancial.com
February 27, 2021
Getting UNSTUCK with Jessica Pilgrim of Pilgrimage Coaching
If you are feeling stuck in your business or personal lives, it could be your thoughts that are holding you back. In this episode, Jessica Pilgrim discusses how our thoughts and attitudes can either help us or hinder us. She also provides some simple and effective tips and exercises to hel you to get UNSTUCK. To reach Jessica, please email Jessica@boldllc.net To schedule your 30 minute Financial discussion, email firstname.lastname@example.org OR go to www.calendly.com/davidpf to find a time that works for you
February 19, 2021
Climbing inside your WEIRD and FREAKY brain with Graeme Newell
In this episode, Graeme Newell talks about the many causes of our bad financial decisions. To learn more about Graeme, please visit his website at www.graemenewell.com and also CLICK HERE to go to his youtube channel. As always, to schedule your financial consultation, email David@parallelfinancial.com
February 13, 2021
Episode 49: Research and Development Tax Incentives.... can your business get them?
Derrick Van Ness discusses the nuts and bolds of Research and Development Tax Incentives. CLICK HERE to schedule a time to speak with Derrick to further discuss these incentives and how they might apply to your personal situation. As always, please visit https://www.weeklywealthpodcast.com/contact-us to contact David Chudyk, CFP(r) or to set your virtual or in-person appointment
February 06, 2021
Avoiding this least SEXY financial planning topic could cost you millions
Personal umbrella policies protect your assets. For a very minimal amount of premium, just about anyone can have an additional million dollars or more of coverage. For more information or to schedule your 30 minute financial consultation, email email@example.com
January 29, 2021
Episode 47: Aren't all "financial planners" the same?
Are all "financial planners" the same? In this episode, we discuss the Certified Financial Planner(tm) designation... what it is, how does one obtain it, and what it means to a client. To schedule your complementary financial consultation, email firstname.lastname@example.org or visit www.calendly.com/davidpf
January 23, 2021
Episode 46: A conversation with The Bad Ass Budget Babe
In this episode, Ary, The Bad Ass Budget Babe talks about: 1. How do do a money date so that you can get money in order. and 2. What are the biggest money mindset blocks? For only $3, Ary is offering her MONEY DATES WORKBOOK and ONLINE PROGRAM. CLICK HERE This program can help you to get on the right track. Ary can also be reached by emailing email@example.com As always, click here to schedule your complementary consultation with David Chudyk to discuss your investment portfolio or any other financial planning needs. David can be reached at firstname.lastname@example.org #badassbudgetbabe #budget #virtualcfo
January 14, 2021
Episode 45: Why my New Year's Resolution is to NOT have New Year's Resolutions in 2021
Instead have having a New Year's Resolution this year (that would only last a few weeks anyway), I am committing to some mindset and habit changes. These include: 1. Making a conscious effort to manage my: - Internal Dialogue - Mental State - Physical State 2. Learning to say no to anything that doesn't take me towards my ultimate goals. 3. Build others up and improve my own leadership skills. I would love to hear your thoughts about our show and what topics that you would like to have covered in 2021. Please let us know by emailing email@example.com or leaving a review. To schedule your complementary portfolio review or to just chat about what it is like to have a financial advisor relationship with me and our firm CLICK HERE
January 09, 2021
EP 44: Our top 20 lessons learned (or reinforced) in 2020!
Here is a list of our top TWENTY lessons of 2020: Top 20 lessons from 2020 Allocation is important Emergency fund need to be emphasized. We must be able to adapt to varying conditions and financial environments. People care Opportunities always exist Account balance only really matters when (or close to when) you need to use that money Your financial plan includes more than your retirement plan balances We need to love each other and take care of each other Life can change in an instant The government can try but they can’t solve problems Health is precious Time with family is a blessing People will argue no matter what Technology is amazing Anyone can become an expert an anything simply by watching 2 YouTube videos Social media makes it way too easy for strangers to argue It is important to respect and try to understand the points of view of others Don’t let anything get in the way of what is really important to you Mindsets are crucial Podcasting is awesome! To schedule your 30 minute consultation please go to www.calendly.com/davidpf or email firstname.lastname@example.org
December 30, 2020
EPISODE 43: Our Core Beliefs
What we believe influences our decisions. What we decide influences our actions. How we act influences our results. It is a never ending cycle, but we can learn to use the cycle in a manner that serves us well. In this episode I talk about some of the main topics from an annual conference that I am attending this year: 1. Our Current beliefs 2. Our Current Values and Rules 3. Our Internal Dialogue 4. Our self images If you would like to discuss how these concepts relate to your own financial situation, email email@example.com
December 18, 2020
EPISODE 42: How hiring your children might save taxes and help your kids to become financially responsible with Jordan Roberts
Jordan Roberts is a financial advisor with Parallel Financial and discusses why small business owners might want to hire their children or other family members. He discusses the three types of taxes that can be eliminated and talks about the business structures that can optimize these savings. To contact Jordan or to request a copy of his whitepaper, email firstname.lastname@example.org As always, for your complementary 30 minute consultation, email email@example.com or click here to schedule your virtual appointment. **Please remember that this episode was intended to be general in nature and you should consult your advisor(s) regarding your specific situation**
December 10, 2020
Using boundaries to build personal financial success
Laura Moon and Nicole Girouard are the hosts of the very popular ASK MORE, GET MORE show on Youtube. In this episode, we have an energetic conversation about: 1. Why boundaries are important when setting goals. 2. How to use boundaries as a means to help gain the personal financial successes that are important to you. 3. Laura and Nicole's secret productivity hacks. Make sure to CLICK HERE to check out their YOUTUBE CHANNEL As always, email firstname.lastname@example.org or click here to schedule your virtual or in-person meeting to discuss your own personal financial situation.
December 01, 2020
2020 Has had its share of problems, but yet it is always important for all of us to remember all of which we need to be thankful. In this episode, we give several steps that can help you to achieve more and have even more to be thankful for in 2021 and beyond. As always, if you would like a 30-minute consultation via zoom, telephone, or in person, email me at email@example.com or visit my calendar link at www.calendly.com/davidpf #2020 #thanksgiving #Thankfulness #countyourblessings
November 26, 2020
College cost cutting SECRETS with Bonnie Burkett
In this candid talk, Bonnie Burkett teaches us some secrets of cutting college costs. One of her secrets is the CLEP and this is a great article that can take you through the process www.collegeinfogeek.com/clep. For a "guestimate" of your family's "Expected Family Contribution", please visit https://fafsa.ed.gov/spa/fafsa4c/#/landing Bonnie's Book can be found via this amazon link https://www.amazon.com/ENOUGH-College-Cost-Crisis-financial-ebook/dp/B0868Z6F7Y and her blog is www.lightwayenterprises.com/blog And as always, if you would like to have a call to see what it would be like to work with a financial advisor, email me at David@parallelfinancial.com or go to www.calendly.com/davidpf
November 20, 2020
Medicare and Medicare Supplements with Lee Shaw
In this episode, we discuss the ins and outs of Medicare and Medicare Supplement Plans with Lee Shaw. To contact Lee Shaw, please call 864 286-2276 or email firstname.lastname@example.org To schedule your complementary financial consultation with David Chudyk, email email@example.com or go to www.calendly.com/davidpf
November 14, 2020
Three investments that can not lose, during the 2020 Presidential Election
In this episode, we speak about THREE important investments that you should consider during the 2020 Presidential Election. For the thoughts of Parallel Financial's Chief Investment Officer, check out this episode, as well https://www.weeklywealthpodcast.com/podcast/the-2020-presidential-elections-your-money-and-the-markets-with-greg-towner If you would like to speak with David Chudyk about your personal financial decisions, email firstname.lastname@example.org or CLICK HERE to schedule an appointment
November 02, 2020
MACPERFORMANCE, with Dr. Melissa Macdonald
While most of our episodes focus on a financial tool or strategy, this episode features Dr. Melissa Macdonald as she discusses some ways to operate more healthily in your office and home office environments. Dr. Melissa MacDonald is a graduate of Northwestern Health Sciences University where she earned her Doctor of Chiropractic. She then spent two years of specialty training in the Human Performance Center where she focused her research and clinical skills on specific testing and treatment protocols. Now Dr. Mac is the owner of Mobility Agility Chiropractic Performance and is the team chiropractor for MN Roller Derby, River City Rhythms a drum corp international, and the MN Pride a professional woman’s football team. Check out her podcast at https://www.macperformanceclinic.com/podcast CLICK HERE for links to all of Dr. Mac's social media sites. For questions on all things money related, email email@example.com or go to www.calendly.com/davidpf to schedule your 30 minute consultation
October 28, 2020
Everything you ever wanted to know about mortgages with Lee Ayer
With mortgage rates being at, or near, historic lows we thought it would be a good time to speak with a mortgage professional about the basics of new and refi mortgages. To speak with Lee Ayer, please call 864 958-2399 or email firstname.lastname@example.org If you would like to set a 30 minute phone or zoom call with David Chudyk, please click www.calendly.com/davidpf or email email@example.com
October 23, 2020
The 2020 Presidential Elections, your money, and the Markets, with Greg Towner
In this episode, Parallel Financial Chief Investment Officer, Greg Towner discusses the upcoming election and how the markets might (or might not) be affected. We would love to know your thoughts, so email David@parallelfinancial.com with any comments or questions and CLICK HERE to schedule your 30 minute consultation with David Chudyk
October 16, 2020
The ABC's of LTC
Long Term Care is a misunderstood topic, but if not properly planned for, it can cause devastating financial results. In this episode we answer the questions: 1. What is long term care? 2. What are the funding options for long term care? 3. What are the two major classifications of long term care coverage? 4. How does proper planning for long term care expenses impact your family and even future generations? As always, if you are interested in a 30 minute telephone call, zoom virtual meeting, or in person appointment, please email firstname.lastname@example.org or CLICK HERE
October 11, 2020
I have lost my job... NOW WHAT?
In this episode, we give some simple steps to take, in the event of an unplanned job loss. They include: 1. Take the job loss as an opportunity to evaluate your options. 2. Make it your JOB to get a job or start a business. 3. Evaluate your budget. 4. Evaluate your retirement plan. 5. Take inventory of which benefits you have lost. If you would like to discuss your personal financial situation in a complementary 30 minute consultation, email email@example.com
October 02, 2020
Overcoming Money Arguments in Marriage ... with Ziv Raviv
Ziv Raviv is a successful businessman, engaging podcaster, and husband. In this episode, we discuss some of the common areas of disagreement that married couples have with regards to money and give three simple steps to work towards solutions. Visit www.generousmarriage.com/wwp to learn more about the GET OUT OF RED 21 Day Blueprint For A Supportive Marriage And A Growing BUsiness. Make sure to check out Ziv's podcast Generous Marriage on all of the major podcasting platforms. To schedule a complimentary financial consultation, click here or email David@parallelfinancial.com
September 25, 2020
The Smart Money Academy, with Keli Calderon
Like many of us, Keli Calderon and her husband mismanaged their personal finances and it began to affect all areas of their lives. When reaching the breaking point, they decided that something needed to be done and they dug their way out and paid off $80,000 in debt over two years. Having made personal financial improvements, Keli has not set out to teach and train children and teenagers on how to WIN at the game of money. Keli's website is www.thesmartmoneyacademy.com and she can also be found on instagram and facebook, using THESMARTMONEYACADEMY If you have ever wondered what it would be like to work with a financial advisor, feel free to email firstname.lastname@example.org or go to www.calendly.com/davidpf to schedule your in person or virtual appointment
September 17, 2020
Who does a Daily Money Manager Serve? With Amy Carrick
WIth years of experience as a daily money manager, Amy Carrick serves the needs of those who are in the most need of help. In this episode, we talk about the roles that a daily money manager can play and how Amy handles the daily financial affairs of her clients. If you are interested in speaking with Amy, she can be reached at email@example.com or via telephone 864 915-5505. Make sure to check out her website at www.carrickconsulting.com If you have ever wondered what it looks like, to work with a financial advisor, email firstname.lastname@example.org or visit www.calendly.com/davidpf to schedule your 30 minute telephone, in person, or zoom conversation. Don't forget to check out www.weeklywealthpodcast.com
September 10, 2020
Mark Chesson and advanced uses of life insurance
Having come from a family of life insurance professionals, Mark Chesson is an encyclopedia of Life insurance and it's advanced uses. In this episode, you will learn how ultra high net worth families use life insurance to grow and pass money in very efficient manners. We also discuss how policies can be structured for either optimal death benefit or optimal cash value accumulation. If any of these concepts resonate with you or if you would simply want to know what it is like to work with a financial advisor, email David@parallelfinancial.com or visit www.calendly.com/davidpf to schedule an appointment.
September 04, 2020
Driving to the wrong house... are your habits serving you well?
For almost 18 years, my family and I lived in the same house. Earlier this year, we decided that it was time for a change and for us to move into town. The home selling and purchasing journey was fun, exciting, frustrating, exhausting, and had just about every other emotion. One day, on the way home from soccer practice, I found myself driving to our old home, not our new one. It got me to think that much of our lives are on auto pilot and we make decisions without thinking. In this episode we ask: 1. Are your habits serving you well? 2. Are there any major changes that you need to make. If you would like to know what it looks like to work with a financial advisor, schedule a chat by clicking www.calendly.com/davidpm
August 28, 2020
David Chudyk's Eight Strongly Held Opinions for Financial Success
In close to 2 decades of working with clients to build financial success, David Chudyk has found that there are eight universal truths that apply to everyone, regardless of income, net worth, and age. 1. You have to make the choice to be financially successful. 2. You must KNOW. You must know your critical numbers, you must know your goals, you must know your inflows, and you must know your outflows. 3. If you can't (or don't want to) afford a loss, it it is a good idea to insure it. 4. You must prioritize needs vs. wants. 5. Small and continuous mistakes add up and compound over time. 6. Everyone needs financial accountability. 7. Money is neutral, it is neither good or bad.... how one handle's money can be either positive or negative 8. Look at what those who are financially struggling and DON'T DO WHAT THEY DO. If you would like to learn more about our firm, what it is like to be a client, or just have a conversation about your financial questions, email email@example.com or go to www.calendly.com/davidpf to schedule an appointment
August 20, 2020
Personal development and The Real Estate Evolution with Dan Rochon
Dan Rochon battled alcohol abuse and then built careers as a successful real estate agent, real estate trainer/coach, and real estate investor. In this episode, we talk about his journey and how investing in real estate can build wealth. We also talk about his system that can help real estate agents build Consistent Predictable Income. Please visit Dan's website at therealestateevolution.com As always, if you would like to have a complimentary consultation with David Chudyk please email firstname.lastname@example.org or CLICK HERE TO SCHEDULE YOUR VIRTUAL CONSULTATION
August 11, 2020
Greg Towner discusses how investing in high quality stocks can reduce long term volatility (and help YOU to sleep at night).
Parallel Financial's Chief Investment Officer, Greg Towner examines: 1. Who and how stocks are determined to be "high quality" 2. Why are the portfolios that he manages primarily made up of quality stocks. 3. Psychological benefits of having a portfolio with low volatility. 4. Relative market performance for portfolios that consist of quality stocks. If these concepts resonate with you or you have any other financial planning matter that you would like to discuss, please email email@example.com or CLICK HERE to set up a complimentary virtual appointment with David Chudyk.
August 04, 2020
How Elizabeth Pampalone transformed her business with profitfirst
Elizabeth Pampalone had a business that did not lack for revenue, but she never seemed to be able to compensate herself properly, for her efforts..... until she discovered profit first. Learn how the profitfirst concepts might benefit you. To contact David Chudyk, visit www.weeklywealthpodcast.com/contact-us
July 30, 2020
College planning with Dr. Jen Price
For over 20 years, UVISEME (You-vize-me) Founder Jenifer Price, PhD, LMSW has offered strategic advice to high school, early career adults, and their families in the college and career selection process. She has visited 200+ colleges nationwide and helped students collectively win over $15 million dollars in scholarships to date. Dr. Jen's guidance minimizes the confusion and stress associated with college admissions, lowers the cost of attendance, promotes more timely graduation rates, and increases career satisfaction. Her wisdom is accessible via College Edge (mycollegeedge.com), an online college advising course for students and families in grades 7th-12th and soon-to-be released book for teens and young adults: Generation E.D.G.E.: Your GPS to Career Success. As always, email firstname.lastname@example.org with questions about all things money. If you would like to schedule a complementary 30 minute virtual consultation, CLICK HERE.
July 21, 2020
2020 - a new world.... how will you prosper in the second half?
We are just past the halfway point of one of the craziest and unpredictable years in lifetimes. From Covid to protests and yes.... maybe the murder hornets are still coming, we are all faced with uncertainty. If you would like to have a 30 minute consultation about your investments or any other financial concerns, click here for access to David's schedule. As always, have a blessed and prosperous week
July 17, 2020
From the major leagues to financial advising .... how pro baseball prepared Steve Tolleson to serve his clients at the highest of levels
In his work as a financial advisor for high net worth individuals and business owners, Steve Tolleson uses many of the skills that he used to make it to the major leagues. Steve talks about his clients have to put so much effort and attention into their businesses and careers that there are simply not enough hours in the day for them to also dedicate the appropriate amount of time to their finances. To reach steve, email email@example.com If you would like to schedule a complementary, virtual consulation with David Chudyk, CLICK HERE for access to his calendar or feel free to email David@parallelfinancial.com
July 14, 2020
Does your business need affordable access to legal service?
Running a small business puts an owner in a position where they have to be a master of many skills. From marketing to management to human resources AND even legal decisions. Dana Swarner talks about access to legal services for the small business owner and how it can be a lot less expensive (and more readily available) than you ever thought it could be! If you would like to discuss Legal Shield with Dana, please CLICK HERE As always, if you have any questions about any money related topicy, email firstname.lastname@example.org to schedule a complementary 30 minute consultation.
July 07, 2020
Crashes and Taxes with Rebecca Walser
In this episode, we have a fascinating discussion about the pitfalls of pre-tax investments. As a tax attorney, Rebecca has some strong opinions and reasons why excessive, pre-tax investing can be a trap in our later years. Make sure to check out Rebecca's podcast CRASHES AND TAXES and also her website www.walserwealth.com
June 30, 2020
Qualified Retirement plans for your business, with Andy Pooser AIF, QPFC, QKA
With years of experience in the qualified retirement plan arena, Andy Pooser shares his knowledge of business retirement plans and their guidelines. If your business doesn't have a retirement plan, but you know that you need to be offering a plan as an employee benefit, or if you would like a second opinion of your retirement plan, email email@example.com or click here to schedule an appointment.
June 23, 2020
All things ANNUITIES with Jon Bussert
Jon Bussert has spent years in the annuity business and helps financial advisors to determine which types of annuities can most benefit their clients. As always, with any questions, whether it is about annuities, or any other money related topic, please email firstname.lastname@example.org Don't forget to check out our website www.weeklywealthpodcast.com
June 18, 2020
Affordable legal access for YOU and your family
In this weeks episode, Dana Swarner talks about the importance of legal representation and how to obtain it on a very affordable basis. If you would like to speak with Dana about a Legal Shield Membership, you can reach her at email@example.com or call/text her at 864 723-6935 And for all of your money and financial questions, email firstname.lastname@example.org. We would also love to know what other topics you would like to hear covered on the show.
June 09, 2020
Personality ISN'T Permanent with Dr. Benjamin Hardy
In this fascinating discussion with Dr. Benjamin Hardy, we discussed the concept of "future self" and the limiting labels that we put on ourselves and others. Please visit www.benjaminhardy.com and CLICK HERE order Dr. Hardy's new book, PERSONALITY ISN'T PERMANENT Don't forget to check out our new website, www.weeklywealthpodcast.com For all questions money related, email David@parallelfinancial.com and have a blessed week
June 02, 2020
How Betty Kempa helps Senior Level Executive Women move from unfulfilling jobs to careers that they love
Betty Kempa works primarily Senior Level corporate women, but her principals will apply to just about anyone. In this episode, Betty talks about why people stay at unfulfilling jobs and what some common self-limiting beliefs are. She also discusses how to use a "bridge job" to mitigate some of the risk involved with making a career change. CLICK HERE to download a copy of her 5 step career transition process and please visit her website at bettykempa.com. If you would like a copy of Betty's FOUR part video series on HOW TO TRANSITION TO A CAREER THAT YOU LOVE, CLICK HERE. If you ever want to have a conversation about retirement, money, or anything money-related, please email me at David@parallelfinancial.com Don't forget to check out www.weeklywealthpodcast.com
May 26, 2020
What is Long Term Care and Assisted Living? with Tony Medlin
In this episode, Tony Medlin discusses some myths regarding Long Term Care and assisted living. If you are in the upstate of South Carolina and would like to speak with Tony, he can be reached at 864 888-4114 For questions about investment, retirements, or all things money, please email email@example.com or CLICK HERE
May 20, 2020
What is a financial plan and why do I need one? with Patrick Sherman
It today's episode, we talk about financial planning and why investment management is only one component of a sound financial plan. To reach Patrick Sherman, please email Patrick@parallelfinancial.com To reach David Chudyk, please CLICK HERE DON'T FORGET TO CHECK OUT WWW.WEEKLYWEALTHPODCAST.COM
May 12, 2020
Fearless Pursuits with Sharon Lee
Sharon Lee talks about self-limiting beliefs and her own struggle from abuse and homelessness to success. For more information about Sharon and her company, please visit www.fearlesspursuits.com or check out her podcast or CLICK HERE TO CHECK OUT HER PODCAST If you ever have any questions about your own business or personal financial planning needs, please email firstname.lastname@example.org and don't forget to visit our new website. www.weeklywealthpodcast.com
May 05, 2020
Life lessons and commercial real estate with David Redmond
David Redmond discusses how commercial real estate can be one of the tactics used to build wealth and income. If you are interested in contacting David Redmond, his email is David@legacyrepsc.com Please be on the lookout for our new website in the coming weeks and like, subscribe, and leave a positive review for the podcast. David Chudyk David@parallelfinancial.com
April 28, 2020
Tornadoes and claims with Jessica Owens
Agency Manager, Jessica Owens, discusses how home insurance claims are handled and some basics of what YOUR responsibilities are, in the event of damage to your house. Jessica will get a $10 gift certificate to each of the first 10 people who contact her about their insurance. Jessica can be reached at 864 882-2024 or via email at email@example.com
April 21, 2020
How High INCOME Investors can fund real estate investments with their federal tax liability, with Gordon Short
Gordon Short discusses how Accredited Investors can invest in projects to receive economic and tax benefits generated by government sponsored incentives. Investors can also receive the satisfaction of preserving our nation’s historic structures while creating jobs and economic opportunity in cities throughout the United States. For more information or to schedule a consulation, please email David@Parallelfinancial.com Please remember to consult with your own tax and legal advisors.
April 20, 2020
RICH HABITS with Tom Corley
In this episode, Tom Corley discusses: 1. The habits that the rich have (that the poor don't have) 2. The four ways to accumulate wealth 3. Tips on how to recognize your positive AND negative habits. For more information, please visit his website at www.richhabits.net. To purchase a copy of his book on Amazon, please click here Also, if you have any small habits that you would like to start, maybe the first step is to TELL SOMEONE... feel free to email David@parallelfinancial.com
April 13, 2020
Estate Planning with Attorney, Rick McDuff
Rick McDuff shares his knowledge about the "trinity" of estate planning documents that he recommends everyone to have. Rick also discusses some of the pitfalls and problems that not having the right documents in place can have upon an untimely death. To contact Rick, please call 864 882-2466 or email RICK.MCDUFF@ATT.NET Please don't forget to leave a positive review and subscribe to this podcast!
April 07, 2020
Millenial Money with Peyton Hoppes
During this episode, Financial Advisor, Peyton Hoppes dispels some of the myths about millenials and provides some sound tips for common financial issues of that age group. If you would like to contact Peyton, please email firstname.lastname@example.org
March 31, 2020
Stress... what it is, what it does to us, and how we should handle it, a conversation with Michaela Tomberlin
In everyday life we all face stress on a constant basis. In this episode, we talk with counselor, Michaela Tomberlin about some strategies that we can all use to combat stress. If you ever have any questions about your own personal wealth or financial situation, please email David@parallelfinancial.com and I will do my best to point you in the right direction.
March 26, 2020
Finding financial positives within the negatives
With social distancing, layoffs, and working from home, many of us now have the free time to dedicate to making the important financial decisions that we have been putting off. In this episode, we discuss some ways to turn the virus into a positive in your financial situation. If you would like to schedule a conversation, please either email email@example.com or CLICK HERE to schedule a ZOOM call. BE BLESSED!
March 24, 2020
Back to BASICs of personal finance during the COVID-19 Pandemic
We can't control the corona virus, we can't control monetary policy, we can't control business shutdowns, but we can control the BASICs of our on financial lives. B = BUDGET A = Allocation S = Systems I = Insurance C = Care about your community. Please like and subscribe to this podcast to help us to build this community and also email David@parallelfinancial.com if you ever have any financial questions. Be BLESSED
March 17, 2020