Latest Episode
Ep 280: REBA can be your best benefit!
The Bonus Your Best Employee Doesn't Know They're Getting
Every business owner has that one person. Not a partner, not family — just an employee who makes the whole place run. And every business owner has, at some point, faced the moment when that person gets a call from a recruiter.
The instinct is to counter with a bigger number. The problem? A raise is just a number, and someone can always beat a number. What actually keeps a key employee in place is a reason to stay that a bigger paycheck
Featured Episodes
These are some of our most popular episodes.
Recent
280
Sept. 11, 2026
Ep 280: REBA can be your best benefit!
The Bonus Your Best Employee Doesn't Know They're Getting Every business owner has that one person. Not a partner, not family — just an employee who makes the whole place run. And every business owner has, at some point, faced the moment when that person gets a call from a recruiter. The instinct is to counter with a bigger number. The problem? A raise is just a number, and someone can always beat a number. What actually keeps a key employee in place is a reason to stay that a bigger paycheck
279
Sept. 4, 2026
Ep 279: LIAM 2026 is here!
Every September, the insurance industry runs Life Insurance Awareness Month — and most of the advice sounds the same: buy term, protect your family, don't wait. That advice is correct. It's also, at best, half the story. Life insurance has two entirely different jobs depending on where you are in life. For a young parent with a mortgage and a new baby, it's the thing standing between "we'll be okay" and financial free-fall. For a business owner who's spent decades building something real, it's
278
Aug. 28, 2026
Ep 278: Readiness 360 for Exit Planning
73% of business owners who say they're ready to sell are missing at least one of the two numbers required to know if a sale will actually work. In this episode, David breaks down a new data study of 10,548 business owner assessments and lays out the Readiness 360 — the three questions every owner has to answer honestly before they sit across from a buyer. Are you personally ready to let go? Is your business actually ready to be sold? And does the math even work? What You'll Learn The two number
Aug. 27, 2026
Readiness 360 for Exit Planning
📍 📍 📍 The information presented on this podcast is for general educational purposes only and does not constitute financial, investment, legal, or tax advice. Parallel Financial is registered with the US Securities and Exchange Commission, SEC, as a registered investment advisor. Registration does not imply a certain level of skill or training, nor does it constitute an endorsement by the SEC. All investing involves risk, including the potential loss of principal. Please consult a qualified fi
277
Aug. 21, 2026
Ep 277: Advanced Financial BASICS
Advanced Financial Basics Success is boring. That's not a knock — it's the whole point. The best tennis players in the world don't win with highlight-reel shots; they win by making almost every easy shot and missing almost nothing. Wealth-building works the same way. This week, David Chudyk, CFP®, breaks down BASICS — a six-letter framework covering the unglamorous, "advanced" fundamentals that actually move the needle for people who are already building real wealth. What BASICS Actually Stand
Aug. 20, 2026
Advanced BASICS? What does that even mean?
Have you ever thought that, even the high net worth and mass affluent need to have their financial basics in order?
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