Episodes

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 ...

Cary Smalley is a lifelong Kansas Citian and, is a licensed attorney Kansas, and has been in practice for 17 years.In this episode, we speak about the legal documents and estate planning topics that you and your loved ones s...

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 tha...

What is 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 qu...

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 ...

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 g...

Tammy Johnston is the Hold Your Hand and Kick Your Ass Business Coach. She has been working with small businesses for over 20 years to help them build sustainable and successful businesses. Tammy believes that business done r...

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 an int...

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. What should y...

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...