Episodes

If you are like me, you have children and you want them to be financially successful and have minimal financial stress. This episode talks about some ideas that schools should implement into their curriculums and, if they don't then parents should teach their children these concepts. 1. Personal accountability - we have a lot more control over our financial successes (and failures) than we might think that we do. Our decisions matter. 2. Basic financial literacy - we should all know what the b...

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 can not afford. 4. Develop pricing strategies for their businesses that allow them to be profitable. This is an incredibly insightful episode for the small business owners of the world. Carla and her team are very knowledgable and want to help with your business's finan...

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 should be discussing with your attorney. These include: 1. Wills 2. Powers of attorneys 3. Healthcare directive 4. Trusts To reach Mr. Smalley, please visit his website at www.thesmalleylawfirm.com or email cary@thesmalleylawfirm.com Make sure to visit www.weeklywealthpodcas...

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 questions to ask yourself about you, your business, and the potential to exit your business ON YOUR TERMS. To download a free copy of the ebook, "ENDGAME", go to www.allofmyassets.com/endgame To set up a time do discuss your financial planning issues with David Chudyk either ...

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 the QRLT process benefit clients? 3. Financial planning.... what is it? how does Parallel Financial handle it? Why is it so important? Make sure to visit: Parallel Financial Youtube Page The Twenty Minute Market Breakdown on Spotify The Twenty Minute Market Breakdown on Appl...

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 give her the ability to set you on a trajectory to achieve greater than you realized you could. Valari is a sought-after advisor who knows first-hand, the frustrations and challenges that overwhelm seasoned entrepreneurs. She illuminates blind spots and missed opportunities,...

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 keynote speaker, Alan works with organizations to help them to achieve "more" and to move the needle towards their potential for greatness. To learn more, visit www.alansteinjr.com , www.strongerteam.com and make sure to connect with Mr. Stein on Linkedin For all of your financia...

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 today AND when you start the selling process. 2. Simple steps that you can take that will help you to sell your business for a higher multiple when you are ready to sell. 3. The types of activities that business owners should get off of their own plates. To learn more about ...

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 sensation and can be found @attorneyryan To contact Ryan or learn more about him and his practice CLICK HERE Make sure to email david@parallelfinancial.com with any of your financial questions Don't forget to visit www.allofmyassets.com and www.weeklywealthpodcast.com You ca...

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 to THINK about large portfolio losses. 3. The importance of planning for goals, as opposed to, simply attempting to receive the highest possible rate of return in an investment portfolio. Email david@parallelfinancial.com with your financial questions or visit www.calendly.co...

Matt Cavanaugh and Tim Winfrey have decades of experience in the many areas of the real estate industry. They have also teamed up to form The Freedom Chasers Podcast where they talk with agents, investors, and other professionals that can help their listeners to build wealth in the real estate industry. Check out their show on APPLE PODCASTS, YOUTUBE, or join The Freedom Chasers Real Estate Sales and Investing Group on Facebook To reach David Chudyk, CFP(r) about any of your financial concerns...

After a successful corporate career in many leadership positions, Mike Ungar began a coaching practice. Mike believes that we, as entrepreneurs and leaders, can have better lives by working with a business coach. www.michaelungar.focalpointcoaching.com <-------- click to visit Mike's website and to get YOUR business growth score. With any financial related questions, email david@parallelfinancial.com Get your VALUE BUILDER SCORE Value Builder Score | All of Your Assets | South Carolina (allofm...

In this episode we describe the various methods of charitable giving. To ask your questions about this or any other financial planning topic, email david@parallelfinancial.com Make sure to visit www.weeklywealthpodcast.com and www.allofmyassets.com

"I can find any business $100,000 or more in less than 45 minutes... guaranteed", Howard Wolpoff If you are like many business owners, you are highly skilled with regard to your trade, but you struggle with a marketing message and lead nurturing program. Howard Wolpoff HELPS business owners to develop a MARKET DOMINATING POSITIONS. CLICK HERE to learn more about Howard and his processes As always, David Chudyk, CFP(r) is available for those money related questions that are keeping you up at n...

Doug Mitchell is an entrepreneur, podcaster, speaker, coach, father, and husband who has built successful sales organizations. In this episode we discuss: 1. Why core values are important. 2. What can a business leader do when "no one wants to work" 3. How to empower a sales team to achieve their goals. To learn more about how Doug can help you, visit www.txbizdad.com To sign up for the UPSTATE SMALL BUSINESS CONFERENCE, visit www.upstatesbc.com As always David Chudyk can be reached via emai...

Many people feel as if insurance, mainly car insurance is a RIPOFF or a "RACKET". In this episode we discuss what car insurance really does for for you, what drives rates, and what you can do to make sure that you are paying the right price for the right coverage. If you would like to discuss your personal financial decisions, email david@parallelfinancial.com or visit www.calendly.com/davidpf

Each year, September is designated as Life Insurance Awareness Month by LIMRA. In this episode, we talk about the following misconceptions: 1. Life insurance is too expensive 2. My workplace life insurance is too expensive. 3. It is too difficult to buy 4. I don't need life insurance until I am older. If you have any questions about life insurance or any financial topic, email david@parallelfinancial.com or click www.calendly.com/davidpf to set an appointment.

Our habits shape who we are and shape our results. Sonya MacCrimmon talks about: 1. What habits are. 2. How habits are formed. 3. How habits can be built or broken. Please vist Sonya on instagram at http://www.instagram.com/sonyajmac.coaching, visit her website to download her free workbook https://www.sonyamaccrimmon.com/freebie-5-steps-to-change, or visit https://hello.dubsado.com/public/appointment-scheduler/6115a1f1e855907992425b76/schedule to set up your own Habit Booster Session To sc...

Merriam-Webster defines Wealth as "abundance of valuable material possessions or resources", but when asked about "true" wealth most will give a definition that includes "freedom", "love", and "happiness". The following are 4 mindsets and actions that can kill your financial AND "TRUE WEALTH": 1. Mindless spending/drifting/ignorance. 2. Making emotional investing decisions. 3. Thinking about risk in the wrong ways. 4. Lack of thankfulness. If any of these concepts resonate with you, email d...

Greenville, South Carolina based Attorney, Justin Hamrick discusses one of the biggest mistakes that he sees parents make with regards to their life insurance and beneficiary forms. To contact Mr. Hamrick, please visit his website at www.hamricklaw.com or call 864 520-2021 If you would like to schedule your 30 minute zoom meeting with Certified Financial Planner(r), David Chudyk, email david@parallelfinancial.com or www.calendly.com/davidpf

During the times of our business and professional lives, where we need the services and advice of an attorney, it is crucial to pick the lawyer who is most suited to us. Christopher Melcher has over 2 decades of experience where he has helped his high net worth clients, many of whom are famous to navigate the stressful and impactful waters of the divorce process. Chris will share the secrets to choosing the RIGHT attorney for you. To connect with Chris on Linkedin please visit http://www.linked...

In 2018, I began to work, in conjunction with Foothills Care Center on a year long, comprehensive financial literacy class. The idea was to help teach participants how to "redirect" $10 per week into a savings account and then have the funds matched by donors. In the first round, all but 2 participants finished the program, each participant made some lifechanging financial improvements, and one even became a homeowner! The program included sessions that taught: - Budgetting - Insurance basics ...

After the loss of her parents, Cindy Arledge dealt with the pain and family turmoil that was involved with the settling of her parents' estate. Cindy is passionate about helping other families to avoid the same issues and to have true generational wealth. Please visit Cindy's site www.legacyriskaudit.com to complete her legacy assessment. As always, please email David@parallelfinancial.com with any financial questions that are keeping you up at night.

As an insurance industry veteran, Allen Pruitt is passionate about helping his clients to plan for final and legacy expenses. If you are interested in speaking with Allen, please call 864 723-1917 or email allenpffl@gmail.com