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The Weekly Wealth Podcast

The Weekly Wealth Podcast

By David Chudyk, CFP(r)
Exploring the Mindsets, Tactics, and Strategies to help you to build and maintain wealth.

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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 david@parallelfinancial.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.
41:15
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 jessica@cfsig.net, or visit www.cfsig.net To schedule your 30 minute appointment with David Chudyk click here or email david@parallelfinancial.com
23:49
June 4, 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 david@parallelfinancial.com or click www.calendly.com/davidpf
12:12
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 david@parallelfinancial.com to discuss any of the financial issues that are keeping YOU up at night.
07:25
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.
46:13
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 allenpffl@gmail.com
34:20
May 6, 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
35:03
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 david@parallelfinancial.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.
16:59
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
29:56
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
44:17
April 9, 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 
32:59
April 2, 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 david@parallelfinancial.com or visit www.calendly.com/davidpf
08:10
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.
13:25
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 david@parallelfinancial.com with any questions or to schedule your 30 minute zoom or telephone call.
21:09
March 4, 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
10:57
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 david@parallelfinancial.com OR go to www.calendly.com/davidpf to find a time that works for you
40:55
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 
33:22
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
31:57
February 6, 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 david@parallelfinancial.com
14:59
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 david@parallelfinancial.com or visit www.calendly.com/davidpf
10:54
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 hello@badassbudgetbabe.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 david@parallelfinancial.com #badassbudgetbabe #budget #virtualcfo
34:17
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 david@parallelfinancial.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 
11:17
January 9, 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 david@parallelfinancial.com
19:56
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 david@parallelfinancial.com
07:43
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 jordan@parallelfinancial.com As always, for your complementary 30 minute consultation, email david@parallelfinancial.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**
29:12
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 david@parallelfinancial.com or click here to schedule your virtual or in-person meeting to discuss your own personal financial situation.
45:59
December 1, 2020
Thanksgiving 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 david@parallelfinancial.com or visit my calendar link at www.calendly.com/davidpf #2020    #thanksgiving  #Thankfulness  #countyourblessings
07:29
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
45:27
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 walter.shaw@bcbssc.com To schedule your complementary financial consultation with David Chudyk, email david@parallelfinancial.com or go to www.calendly.com/davidpf
13:16
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 david@parallelfinancial.com or CLICK HERE to schedule an appointment
12:05
November 2, 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 david@parallelfinancial.com or go to www.calendly.com/davidpf to schedule your 30 minute consultation
35:36
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 lee.ayer@spmc.com If you would like to set a 30 minute phone or zoom call with David Chudyk, please click www.calendly.com/davidpf or email david@parallelfinancial.com
24:07
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
23:26
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 david@parallelfinancial.com or CLICK HERE
23:51
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 david@parallelfinancial.com
17:40
October 2, 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
56:12
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 david@parallelfinancial.com or go to www.calendly.com/davidpf to schedule your in person or virtual appointment 
36:52
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 amy@carrickconsulting.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 david@parallelfinancial.com 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
34:52
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.
38:15
September 4, 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
11:15
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 david@parallelfinancial.com or go to www.calendly.com/davidpf to schedule an appointment
14:58
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 david@parallelfinancial.com or CLICK HERE TO SCHEDULE YOUR VIRTUAL CONSULTATION
30:45
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 david@parallelfinancial.com or CLICK HERE to set up a complimentary virtual appointment with David Chudyk.
30:59
August 4, 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
28:22
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 david@parallelfinancial.com  with questions about all things money.  If you would like to schedule a complementary 30 minute virtual consultation, CLICK HERE.
36:43
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
06:25
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 steve@parallelfinancial.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
23:38
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 david@parallelfinancial.com to schedule a complementary 30 minute consultation.
22:25
July 7, 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
34:05
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 david@parallelfinancial.com or click here to schedule an appointment.
33:28
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 david@parallelfinancial.com Don't forget to check out our website www.weeklywealthpodcast.com
26:14
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 dana@swarner.com or call/text her at 864 723-6935 And for all of your money and financial questions, email david@parallelfinancial.com.  We would also love to know what other topics you would like to hear covered on the show.
32:26
June 9, 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
40:28
June 2, 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
33:04
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 david@parallelfinancial.com or  CLICK HERE
31:45
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
21:55
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 david@parallelfinancial.com and don't forget to visit our new website. www.weeklywealthpodcast.com
36:16
May 5, 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
31:52
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 jessica@cfsig.net
14:42
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.
18:28
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
34:07
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!
21:01
April 7, 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 peyton@parallelfinancial.com
18:40
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.
20:58
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 david@parallelfinancial.com or CLICK HERE to schedule a ZOOM call. BE BLESSED!
09:04
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
08:51
March 17, 2020