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.
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
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
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:
- 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.
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.
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
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
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.
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
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
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
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
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.
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.
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
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
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
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
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
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
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.
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
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
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.
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
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
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**
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.
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
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
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
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
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
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
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
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
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
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
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
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
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.
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
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
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
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.
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
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.
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
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
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.
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
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.
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
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.
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
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
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
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
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
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
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
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.
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
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!
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
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.
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.
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.