Episodes

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 th...

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 asse...

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 sugge...

Would you like to offer your employees HIGHER TAKE HOME PAY, a valuable benefit that would help to retain your workforce AND save on your payroll taxes? This episode discusses a strategy that can help. Please email jhyman@k2...

Jordan Roberts discusses the benefits of the SECURE ACT 2.0 both for business owners and individuals. For questions or any additional information about the SECURE ACT 2.0, email jordan@parallelfinancial.com Jordan has a wea...

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 ...

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. M...

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 …

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...

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 resou...

Do you know: 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. …

During his collegiate basketball playing days and then during his time as a basketball performance coach, Alan Stein Jr., has learned that the secret to achieving greatness happens during the "unseen hours". Now, as a keynot...

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 wi...

Corbin Cook is a Fractional CFO, owner of a bookkeeping firm, and a Certified Value Builder Advisor. In this episode, David and Corbin discuss: 1. Why book keeping and accurate financial numbers are crucial to your business...

The Labor Lawyer, Ryan Stygar discusses: 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 ...

Michael DiJoseph, CFA works with financial advisors to help them to properly bring value and coach their clients. In this fascinating discussion, Mr. DiJoseph talks about: 1. The influence of politics on the markets. 2. How ...

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.allof...

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 professi...

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 …

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.michaelu...

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 an...

"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 messag...

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 wh...

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...