Episodes

Long Term Care is a misunderstood topic, but if not properly planned for, it can cause devastating financial results. In this episode we answer the questions: 1. What is long term care? 2. What are the funding options for l...

In this episode, we give some simple steps to take, in the event of an unplanned job loss. They include: 1. Take the job loss as an opportunity to evaluate your options. 2. Make it your JOB to get a job or start a business. ...

Ziv Raviv is a successful businessman, engaging podcaster, and husband. In this episode, we discuss some of the common areas of disagreement that married couples have with regards to money and give three simple steps to work...

Like many of us, Keli Calderon and her husband mismanaged their personal finances and it began to affect all areas of their lives. When reaching the breaking point, they decided that something needed to be done and they dug ...

WIth years of experience as a daily money manager, Amy Carrick serves the needs of those who are in the most need of help. In this episode, we talk about the roles that a daily money manager can play and how Amy handles the ...

Having come from a family of life insurance professionals, Mark Chesson is an encyclopedia of Life insurance and it's advanced uses. In this episode, you will learn how ultra high net worth families use life insurance to gro...

For almost 18 years, my family and I lived in the same house. Earlier this year, we decided that it was time for a change and for us to move into town. The home selling and purchasing journey was fun, exciting, frustrating,...

In close to 2 decades of working with clients to build financial success, David Chudyk has found that there are eight universal truths that apply to everyone, regardless of income, net worth, and age. 1. You have to make the ...

Dan Rochon battled alcohol abuse and then built careers as a successful real estate agent, real estate trainer/coach, and real estate investor. In this episode, we talk about his journey and how investing in real estate can ...

Parallel Financial's Chief Investment Officer, Greg Towner examines: 1. Who and how stocks are determined to be "high quality" 2. Why are the portfolios that he manages primarily made up of quality stocks. 3. Psychological be...

Elizabeth Pampalone had a business that did not lack for revenue, but she never seemed to be able to compensate herself properly, for her efforts..... until she discovered profit first. Learn how the profitfirst concepts migh...

For over 20 years, UVISEME (You-vize-me) Founder Jenifer Price, PhD, LMSW has offered strategic advice to high school, early career adults, and their families in the college and career selection process. She has visited 200+ ...

We are just past the halfway point of one of the craziest and unpredictable years in lifetimes. From Covid to protests and yes.... maybe the murder hornets are still coming, we are all faced with uncertainty. If you would li...

In his work as a financial advisor for high net worth individuals and business owners, Steve Tolleson uses many of the skills that he used to make it to the major leagues. Steve talks about his clients have to put so much ef...

Running a small business puts an owner in a position where they have to be a master of many skills. From marketing to management to human resources AND even legal decisions. Dana Swarner talks about access to legal services...

In this episode, we have a fascinating discussion about the pitfalls of pre-tax investments. As a tax attorney, Rebecca has some strong opinions and reasons why excessive, pre-tax investing can be a trap in our later years. ...

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 ...

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...

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 ...

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'...

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...

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...

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...

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...