Episodes

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 david@parallelfinancial.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 david@parallelfinancial.com 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 dana@swarner.com or call/text her at 864 723-6935 And for all of your money and financial questions, email david@parallelfinancial.com. 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 FOU...

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 david@parallelfinancial.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 david@parallelfinancial.com 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 jessica@cfsig.net

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 peyton@parallelfinancial.com

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 david@parallelfinancial.com or CLICK HERE to schedule a ZOOM call. BE BLESSED!

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. Be BLESSED