The Weekly Wealth Podcast
By David Chudyk, CFP(r)
The Weekly Wealth PodcastApr 17, 2021
Ep 135: BACK TO SCHOOL: Why your kids might end up being poor.
If you are like me, you have children and you want them to be financially successful and have minimal financial stress. This episode talks about some ideas that schools should implement into their curriculums and, if they don't then parents should teach their children these concepts.
1. Personal accountability - we have a lot more control over our financial successes (and failures) than we might think that we do. Our decisions matter.
2. Basic financial literacy - we should all know what the basic financial tools are and how to use them to our benefits.
3. Income - expenses MUST equal greater than zero. In addition to spending less, this topic talks about how we can all increase our incomes.
4. Be very careful about college decisions - if you must borrow money for school, make sure that you are picking a career that offers the earning potential that will allow you to pay off the loans.
#backtoschool #teenagers #money #schoolisback #financialliteracy
Email david@parallelfinancial.com with questions or comments.
Visit www.weeklywealthpodcast.com/contactus to set a time to speak with David Chudyk, CFP(r)
Social medial links:
www.tiktok.com/@weeklywealthpodcast
www.instagram.com/weekly_wealth_podcast
and
CLICK HERE to join our facebook group
Ep 134: Relationship mindsets of SCARCITY AND the THRIVE COUPLES SUMMIT
As a pioneer in the field of therapy and mental health, Thomas I. Castro has played a significant role in countless lives, equipping people with invaluable tools to navigate life's challenges and discover their fullest potential. Through the innovative platform of Shine Campus, Thomas has ingeniously crafted a gym for emotional and mental health, providing a space for emotional and mental development and growth. Thomas's unique approach to therapy and counseling transcends traditional norms, making profound breakthroughs achievable for everyone. With a wealth of experience and a heart brimming with empathy, Thomas has touched the lives of diverse individuals, empowering them to lead healthier, more fulfilling lives. To sign up for the THRIVE SUMMIT go to THESHINECAMPUS.COM
Email David@parallelfinancial.com with any of your financial questions and visit www.weeklywealthpodcast.com
Ep 133: DE-RISKING your retirement portfolio, Charitable Giving Strategies, and TRANSFER methods for your business
Segment # 1:
How can you DE-RISK your retirement portfolio?
Segment # 2:
Charitable giving methods
Segment # 3:
What are some ways that you might end up exitting your business?
To schedule your appointment with David Chudyk, go to www.weeklywealthpodcast.com/contact
To get your ValueBuilder Score, go to www.allofmyassets.com/value-builder-score
Episode 132: The insurance industry... your 401k... your business... Finacial Basics
SEGMENT 1:
Have you noticed that your all of your insurance premiums are increasing? Perhaps you are in an area of the country where many major insurers are no longer writing insurance policies? Segment 1 of this episode talks about the STATE of the insurance industry.
SEGMENT 2:
Many listeners have 2 assets that do NOT get the attention that they deserve. The first can be a 401k plan. These typically are on a "set it and forget it" mode and are oftentimes, not maximized. The second is your BUSINESS. When you start to think of your business as an asset, your world can change. Visit www.allofmyassets.com
SEGMENT 3: The Financial BASICS
B - Budget
A - Allocation
S - Systems
I - Insurance
C - Caring
S- Support
Comments and questions are always welcome, please email David@parallelfinancial.com
To set your appointment visit www.weeklywealthpodcast.com/contactus
Get your Valuebuilder Score at www.allofmyassets.com/value-builder-score
Ep. 131: Divorce and Money
For more than two decades, master money coach Mikelann Valterra, MA, AFC®, has helped women transform their relationship to money. A highly respected expert in financial psychology, she has written and spoken extensively on powerful, practical ways to reduce money anxiety as well as effective methods for earning, saving, reducing debt, and managing money. Mikelann has been quoted in national publications, including Forbes, USA Today, and Business Insider. She also guests on podcasts all over the world. Mikelann is the author of Rise Above the Money Fog: The key to confidence, clarity, and control. When not writing and speaking, she teaches clients how to rise above the money fog and craft their ideal life—letting go of financial stress forever. When not working, you can find Mikelann on the dance floor indulging her love of Argentine tango. See www.seattlemoneycoach.com Mikelann’s clients span the globe. We had an outstanding conversation answered:
1. What is the "silver lining" when it comes to divorce and money?
2. How to get in touch with your own financial personality?
3. What is "financial elegant simplicity"?
To schedule a time to speak with David Chudyk, CFP(r) visit www.weeklywealthpodcast.com/contact
if you are a business owner, make sure to take the Value Builder Score at www.allofmyassets.com/value-builder-score
Episode 130: Random thoughts about ......
Let's talk about:
A quote that might lead to some new investment and financial planning philosophies for you.
Some items to keep in mind when considering a Roth Conversion (can you say IRMAA?)
Events that can cripple you from a financial standpoint.
Don't forget to email david@parallelfinancial.com with any questions and also click on www.weeklywealthpodcast.com/contact to schedule time to speak with David Chudyk
Episode 129: Why your business is NOT building generational wealth (and ... what to do about that awful problem) with Carla Titus
Carla Tutus is a fractional CFO who helps business owners to:
1. Understand their cash flows.
2. Plan/forecast for uneven and seasonal revenue streams.
3. TRULY understand what expenses they can afford and what expenses they can not afford.
4. Develop pricing strategies for their businesses that allow them to be profitable.
This is an incredibly insightful episode for the small business owners of the world. Carla and her team are very knowledgable and want to help with your business's financial management.
Make sure to visit Wealth & Worth Within (wealthworthwithin.com)
David Chudyk can be reached for questions via david@parallelfinanancial.com
To take the ValueBuilder Questionnaire visit www.allofmyassets.com/value-builder-score
To set a time to discuss if YOU are a great fit to have David Chudyk as your financial advisor, visit www.weeklywealthpodcast.com/contact
Episode 128: Do I need a will, trust, power of attorney, or other legal documents?
In this episode, we speak about the legal documents and estate planning topics that you and your loved ones should be discussing with your attorney. These include:
1. Wills
2. Powers of attorneys
3. Healthcare directive
4. Trusts
To reach Mr. Smalley, please visit his website at www.thesmalleylawfirm.com or email cary@thesmalleylawfirm.com
Make sure to visit
www.weeklywealthpodcast.com
www.allofmyassets.com
and make sure to join The Weekly Wealth Podcast Facebook group
or
email david@parallelfinancial.com
Episode 127: Real Estate
South Carolina Attorney, Michael Bagwell discusses:
1. The importance of title searches during real estate transactions
2. The importance of title insurance in real estate transactions.
3. Some of the most common mistakes that sellers and purchasers make when buying and selling real estate.
To contact Mr. Bagwell or to view his firm's social media sites, go to:
email: michael@bkrlaw.net instagram: @bkrlaw youtube: Bradley K. Richardson, PC facebook: Bradley K. Richardson, PC website: bradrichardsonlaw.com
To set at time to speak with David Chudyk about the 30,000 foot level aspects of your financial situation go to www.weeklywealthpodcast.com/contact
To take The Value Builder Assessment go to www.allofmyassets.com/value-builder-score
To download a copy of the brand new E-Book, Endgame, go to www.allofmyassets.com/endgame
don't forget to email david@parallelfinancial.com with any questions
# 126: Your Business's ENDGAME
When do you want to cash out?
Should you cash out?
If you leave your business, what will you do with your life?
If you sell your business, what will you do with the proceeds?
These are all questions to ask yourself about you, your business, and the potential to exit your business ON YOUR TERMS.
To download a free copy of the ebook, "ENDGAME", go to www.allofmyassets.com/endgame
To set up a time do discuss your financial planning issues with David Chudyk either send an email to david@parallelfinancial.com or visit www.weeklywealthpodcast.com/contact
Ep. 125 Why Parallel?
In this episode, co-founder of Parallel Financial, Brian Boughner talks discusses: 1. What is a fiduciary? Why is it important to work with a fiduciary? 2. What process does a Parallel financial use to manage money? How does the QRLT process benefit clients? 3. Financial planning.... what is it? how does Parallel Financial handle it? Why is it so important? Make sure to visit: Parallel Financial Youtube Page The Twenty Minute Market Breakdown on Spotify The Twenty Minute Market Breakdown on Apple Podcasts To set a time to speak with David Chudyk go to www.weeklywealthpodcast.com/contact To get your VALUE BUILDER SCORE and learn how you can maximize the VALUE of your business and receive an estimate of value of your business, go to www.allofmyassets.com #weeklyweathpodcast #parallelfinancial #moneymanagement #the20minutemarketbreakdown
Episode 124: Don't be BUSY.... with Valari Jackson
Valari Jackson is known as a dynamic and inspirational speaker. Her engaging style compels you to dig deeper, think higher and get into action quickly. Maybe it’s her NASA training or the years as an Aerospace Engineer that give her the ability to set you on a trajectory to achieve greater than you realized you could.
Valari is a sought-after advisor who knows first-hand, the frustrations and challenges that overwhelm seasoned entrepreneurs. She illuminates blind spots and missed opportunities, and offers a proven framework for systems that optimize resources and increase the bottom line.
In this episode Valari talks about why it is important to be PRODUCTIVE, as opposed to BUSY and gives actionable steps to help you.
To contact Valari visit
https://www.linkedin.com/in/valari
To set up a time to speak with David Chudyk about the 30,000 foot aspects of YOUR financial situation visit Contact Us — The Weekly Wealth Podcast
Take your valuebuilder score at:
www.allofmyassets.com/value-builder-score
and
to learn if you are ready to exit your business, visit
www.allofmyassets.com/prescore
#weeklywealthpodcast #productivity #productivityhacks
Episode 123: Don't let your new business CRASH AND BURN
Contact Tammy via email at tammy@csabusiness.ca or visit her website at ksabusiness.ca
CLICK HERE to set an appointment to speak with David Chudyk or email david@parallalfinancial.com
Episode 122: Business Insurance Basics
Whether you are new to business ownership or have been in business for decades, your BUSINESS insurance is one of the most important, albeit, least interesting pieces of your financial puzzle.
In this episode we talk about the basics of insurance terms such as:
1. Indemnity
2. Risk retention, risk avoidance, risk transfer, and risk reduction.
3. Certificates of liability
4. Additional insureds.
Most importantly, it is incredibly important that you are working with a competent insurance professional who can advise you of what some of your risks are and how to cover them (or retain the risk, if you choose).
If you have any insurance questions, email Jessica Owens, PLCS at jessica@cfsig.net
If you have ever wondered what it might be like to work with David Chudyk as your financial advisor, go to www.weeklywealthpodcast.com/contact
#financialplanning. #weeklywealthpodcast. #entrepreneurship. #riskmanagement
#insurance
Episode 121: FUNDING your new business
Patrick Py is a credit and funding consultant who can help you to develop a plan to fund your new business. Some of the options that we discuss are:
1. Bootstrapping (funding your new business from your current financial assets).
2. SBA/bank business loans
3. Leveraging your personal credit to help you to obtain low or no interest rate BUSINESS credit cards
To download Patrick's FREE ebook, go to ein.credit/bluebprint
If you have listened to any of the last 100 or so episodes of The Weekly Wealth Podcast and would like to explore working with David Chudyk as YOUR financial advisor, email david@parallelfinancial.com
Don't forget, if you are already a business owner and have ever thought about selling your business as a means to fund your retirement or another chapter of your life, visit www.allofmyassets.com
Episode 120:Fraud: Why they do it, how they do it, and what can you do about it?
In this fascinating episode with Forensic CPA, John Tonsick, we discuss many aspects of fraud. Business owners often don't have proper controls on fraud prevention and put their businesses at tremendous risk.
Mr Tonsick suggests the following measures:
1. Be sceptical of team. Trust must be earned.
2. Have numerous layers of controls with regards to the ability to make payments.
3. Hire secondary bookkeeper to audit books.
To reach Mr. Tonsick, please Email john@tonsick.com or you can find him on LinkedIn: https://www.linkedin.com/in/john-tonsick-cpa-cfe-5720b57/
David Chudyk is a Certified Financial Planner(tm) and helps business owners and individuals to make the right financial decisions for them FOR the reasons that are important to them. Click www.calendly.com/davidpf to schedule your time to speak with David about any financial issue or financial question.
Also make sure to visit www.allofmyassets.com and also www.weeklywealthpodcast.com
Episode 119: An Employee Benefit program that can increase your teams' paychecks and save payroll on taxes for YOUR business
Please email jhyman@k2advisorsgroup.com for information that is specific to YOUR business.
Don't forget to visit:
www.weeklywealthpodcast.com
www.allofmyassets.com
www.allofmyassets.com/prescore
www.allofmyassets.com/value-builder-score
www.calendly.com/davidpf to set an appointment with David
Email david@parallelfinancial.com with any other questions
Episode 118: Decoding the SECURE ACT 2.0 with Jordan Roberts
For questions or any additional information about the SECURE ACT 2.0, email jordan@parallelfinancial.com Jordan has a wealth of knowledge in the financial planning and estate planning fields.
If you are a business owner, take your valuebuilder score at www.allofmyassets.com/value-builder-score or simply visit www.allofmyassets.com to learn more about how to increase the value of your business.
Schedule time to speak with David by visiting www.calendly.com/davidpf
Episode 117: 99% of Financial advisors are NOT helping their business owner clients with this.
Laura Ferguson and David Chudyk have a fascinating conversation about how business owners can:
- Increase the value of their business.
- Decrease the business's dependency on the owner for day-to-day operations.
- Sell their companies for higher multiples (whether it be seller's discretionary earnings, EBITDA, or another measure) than companies that have lower value builder scores.
Some of the valuable tools that we discussed were:
https://www.allofmyassets.com/value-builder-score
https://www.allofmyassets.com/freedomscore
https://www.allofmyassets.com/prescore
Also.... these are some EBOOKS that most business owners will find to be valuable:
https://www.allofmyassets.com/the-owners-metric-ebook
https://www.allofmyassets.com/the-four-degrees-of-delegation-ebook
https://www.allofmyassets.com/the-definitive-guide-to-sops-ebook
https://www.allofmyassets.com/the-overlooked-owner-ebook
https://www.allofmyassets.com/the-rainmakers-dilemma-ebook
https://www.allofmyassets.com/the-freedom-point-ebook
https://www.allofmyassets.com/the-exit-checklist-ebook
https://www.allofmyassets.com/the-productize-ebook
https://www.allofmyassets.com/the-famous-or-rich-ebook
https://www.allofmyassets.com/the-reinvent-yourself-ebook
As always, email david@parallelfinancial.com with any questions about any financial issues that are keeping YOU up at night.
Episode 116: How much WORKING CAPITAL should your business have?
In this episode, we discuss:
1. What working capital is.
2. Why it is so important for business owners and leaders to have a solid understanding of their working capital.
3. When working capital issues should be addressed.
Make sure to visit Home - Blue Sky Business Resources (blueskyadvisors.net and you can reach Joe Milam via email at jmilam@blueskyadvisor.net or by calling 864 221-9335
For all of the money issues that might be keeping you up at night, make sure to email david@parallelfinancial.com and visit
www.allofmyassets.com and don't forget to take you PRESCORE assessment at www.allofmyassets.com/prescore
Episode 115: How Naadir Jalil helps young professionals to set themselves up for FINANCIAL SUCCESS
Naadir was born in South Africa in 1997 and moved to America when he was 2 years old. His family moved throughout the South East until High School where he then called Greenville home. Finance and money has always been an interest to him, and going through the 2008 recession at such an impressionable age made him seek a better understanding of finance. He attended Clemson University and graduated with a degree in financial management in 2020 and would join Parallel Financial as an advisor in the following year.
To reach Naadir, email naadirjalil@parallelfinancial.com and also check him out on LINKEDIN and even TIKTOK
If you are a business owner, make sure to take your VALUEBUILDER ASSESSMENT by clicking https://www.allofmyassets.com/value-builder-score and also check out the FREE E-BOOK by clicking https://www.allofmyassets.com/the-freedom-point-ebook This book gives great insight that can help you to determine if you are close the being at YOUR Freedom point and being able to sell your busines.
David can be reached at david@parallelfinancial.com or you can even schedule an appointment at www.calendly.com/davidpf
Episode 114: LOVE YOUR BUSINESS again and a HUGE SUMMIT ANNOUNCEMENT
In this episode, David and Tara Stand talk about how business owners and managers can be more effective and LESS productive. This is a fascinating discussion on business effectiveness and profitability. As a business leader, have you considered that being PRODUCTIVE is actually a bad thing?
TO LEARN MORE ABOUT THE LOVE YOUR BUSINESS SUMMIT AND TO SIGN UP FOR THE EVENT PLEASE GO TO:
Don't forget that David Chudyk is always available for the financial questions/issues that are keeping you up at night. Contact him via email david@parallelfinancial.com
Visit www.allofmyassets.com to learn more about how to increase the value of your BUSINESS
Episode 113: SLASHING HEALTH INSURANCE costs for the small business owner while increasing HR support
Small business owners struggle to:
1. Compete with the benefits packages of larger companies.
2. Afford health insurance coverage for their team.
3. Manage the employee experience
4. Protect their interests from a human resource standpoint.
If you are interested in being introduced to Shawna Smith or her team at QUESTCO, email David@parallelfinancial.com
To learn more about how to increase the value of your business so that you can sell it for a higher multiple when you are ready to sell OR simply have an easier and more profitable life today, visit www.allofmyassets.com
If there is anything keeping you up at night with regards to your money, email david@parallelfinancial.com
Don't forget to follow us on TikTok
Episode 112: Answer these 3 financial questions to have a great 2023
1. What would happen to your loved ones, from a financial standpoint, if you die? Do you know if your property will go through probate? Do you know if your assets can be attacked by creditors?
2. What should your money do for you? What are your financial goals and WHY are they your financial goals?
3. If you are a business owner, what are the ways that you can increase the value of your business?
As always, email david@parallelfinancial.com with any questions and don't forget to check out www.allofmyassets.com
Episode 111: What the NBA greats can teach you about your business and reaching your potential.
To learn more, visit www.alansteinjr.com ,
www.strongerteam.com
and make sure to connect with Mr. Stein on Linkedin
For all of your financial questions, email david@parallelfinancial.com
To get your PRESCORE visit www.allofmyassets.com/prescore
All previous episodes of The Weekly Wealth Podcast can be found at www.weeklywealthpodcast.com
To learn how to build the VALUE of your business, visit www.allofmyassets.com
Episode 110: Buyers agents and real estate purchases with Vicki Durkin
As a buyer's agent in the Myrtle Beach, South Carolina market Vicki Durkin walks her clients through the entire home-buying process. In this episode we discuss:
1. Why a buyer's agent is important.
2. The costs associated with buyer's agents.
3. The difference between a buyer's agent and a seller's agent.
4. Some common mistakes that a good buyer's agent can help you to avoid when purchasing a property.
Vicki Durkin can be reached via email at vickisellsthebeach@gmail.com and you can visit her website at www.vicki.ryankorrosteam.com
Don't forget to email david@parallelfinancial.com with any questions
Visit www.weeklywealthpodcast.com for all past episodes
if you are a business owner visit www.allofmyassets.com to learn more about how to build the value of YOUR business.
Episode 109: Knowing your numbers makes your business more valuable
1. Why book keeping and accurate financial numbers are crucial to your business today AND when you start the selling process.
2. Simple steps that you can take that will help you to sell your business for a higher multiple when you are ready to sell.
3. The types of activities that business owners should get off of their own plates.
To learn more about Corbin and his company, visit www.smbstrategyconsultants.com
Dont' forget to visit www.allofmyassets.com and www.weeklywealthpodcast.com
Email DAVID@PARALLELFINANCIAL.COM with any of your financial questions or visit www.calendly.com/davidpf
To get your ValueBuilder Score, CLICK HERE
Episode 108: How to NOT be a JERK of an employer
1. How to NOT get sued as an employer.
2. Commonly mis-used employment related terms.
3. Proper handling of tips
4. Salary vs. Salaried exempt vs. hourly guidelines.
Ryan is a TIK TOK sensation and can be found @attorneyryan
To contact Ryan or learn more about him and his practice CLICK HERE
Make sure to email david@parallelfinancial.com with any of your financial questions
Don't forget to visit www.allofmyassets.com and www.weeklywealthpodcast.com
You can get your ValueBuilder Score by going to www.allofmyassets.com/value-builder-score
Episode 107: How to THINK and BEHAVE in these volatile markets
1. The influence of politics on the markets.
2. How to THINK about large portfolio losses.
3. The importance of planning for goals, as opposed to, simply attempting to receive the highest possible rate of return in an investment portfolio.
Email david@parallelfinancial.com with your financial questions or visit www.calendly.com/davidpf to book your consultation
If you are a business owner, make sure to take your FREEDOM SCORE by going to www.allofmyassets.com/freedomscore and visit www.allofmyassets.com to learn how to increase the value of your business
Visit www.weeklywealthpodcast.com to view all past episodes.
Episode 106: Breaking the GOOGLE code for the small business owner
Cary Duke talks about simple strategies to make your business more visible on Google.
Cary's website is adstrategies.co and he can also be reached on Linkedin www.linkedin.com/in/caryduke/
Don't forget to check out: www.allofmyassets.com
www.allofmyassets.com/freedomscore
and
email david@parallelfinancial.com with any questions
Episode 105: Chasing (financial) freedom with The Freedom Chasers
Matt Cavanaugh and Tim Winfrey have decades of experience in the many areas of the real estate industry. They have also teamed up to form The Freedom Chasers Podcast where they talk with agents, investors, and other professionals that can help their listeners to build wealth in the real estate industry.
Check out their show on APPLE PODCASTS, YOUTUBE, or join The Freedom Chasers Real Estate Sales and Investing Group on Facebook
To reach David Chudyk, CFP(r) about any of your financial concerns that are keeping you up at night, email david@parallelfinancial.com and visit www.weeklywealthpodcast.com for past episodes.
If you are a business owner and you have even thought about selling your business, check out my website www.allofmyassets.com
Episode 104: I own a business, I have no investments, I want to retire... now what?
If you are like many business owners, you have poured your heart and soul into your business but you have also neglected your own personal finances. In this episode, we discuss how to get the B A S I C S of your personal finances in shape and also how to optimize the potential sale price of your business.
Vist www.allofmyassets.com to learn more or CLICK HERE to take get your PRE-SCORE which can give an indication of how ready you are to sell your business.
As always, email david@parallelfinancial.com with any questions or financial concerns that are keeping you up at night.
Episode 103: Business Coach + Motivated Entrepreneur = A BETTER LIFE.
After a successful corporate career in many leadership positions, Mike Ungar began a coaching practice. Mike believes that we, as entrepreneurs and leaders, can have better lives by working with a business coach.
www.michaelungar.focalpointcoaching.com
With any financial related questions, email david@parallelfinancial.com
Get your VALUE BUILDER SCORE Value Builder Score | All of Your Assets | South Carolina (allofmyassets.com)
Get your FREEDOM SCORE Your Freedom Score | All of Your Assets | South Carolina (allofmyassets.com)
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 david@parallelfinancial.com
Make sure to visit www.weeklywealthpodcast.com and www.allofmyassets.com
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 david@parallelfinancial.com
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.
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 david@parallelfinancial.com and don't forget to check out www.weeklywealthpodcast.com and www.allofmyassets.com
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. david@parallelfinancial.com
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.
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 david@parallelfinancial.com
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 david@parallelfinancial.com with any of your money/financial planning related questions or click www.calendly.com/davidpf
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 david@parallelfinancial.com
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 david@parallelfinancial.com 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
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://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 david@parallelfinancial.com or visit www.calendly.com/davidpf
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 wtraylor@actionaxiom.com, or call (303) 621-6032
As always... email david@parallelfinancial.com with any of your financial related questions
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.
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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 david@parallelfinancial.com
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 david@parallelfinancial.com or visit www.calendly.com/davidpf. david@parallelfinancial.com or visit www.calendly.com/davidpf .
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 david@parallelfinancial.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
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 david@parallelfinancial.com with all of your financial related questions
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 david@parallelfinancial.com with your investment and financial planning questions.
Don't forget to check out our newly updated website www.weeklywealthpodcast.com
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 clifton.realtor@yahoo.com
As always, email david@parallelfinancial.com with any financial questions or visit www.calendly.com/davidpf to set an appointment