Episodes

May 26, 2020

How Betty Kempa helps Senior Level Executive Women move from unfulfil…

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...

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May 21, 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 a...

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May 12, 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, p...

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May 6, 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 C...

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April 28, 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...

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April 21, 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 fi...

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April 20, 2020

How High INCOME Investors can fund real estate investments with their…

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 ...

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April 14, 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, ple...

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April 8, 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 ha...

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April 1, 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 pe...

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March 26, 2020

Stress... what it is, what it does to us, and how we should handle it…

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 ...

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March 24, 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 t...

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March 17, 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 ...

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