Episodes

In this episode we discuss SEVEN areas of consideration for your business. They include: 1. Decide what you want your business to be. 2. Retain a great internal team. 3. Retain a great external team. 4. Manage cash flows. 5. Minimize current taxes. 6. Minimize future taxes. 7. Develop an exit/diversification plan. For your 30 minute "sleep at night" discussion, email david@parallelfinancial.com or visit www.calendly.com/davidpf to set a time where we can have an informal chat about the f...

Cozy Whitman discusses the various sources and types of financial aid for college students and what to look for when selecting a college. Visit https://collegeinsidetrack.com/ to learn more about College Inside Track and to schedule your virtual appointment. As always, for ANY financial question or issue that is keeping you up at night, email David@parallelfinancial.com or visit www.calendly.com/davidpf to set your 30 minute appointment

Cassie Ferrer works with individuals and entrepreneurs to develop cash flow strategies to provide peace of mind and financial stability. Cassie's academic background includes a BA in Finance and Marketing and an MBA. She is also a CPA candidate. She was featured in Marketwatch, Fox 54 news, Digital Journal, Finance Care Services, Small Business Expo, Corporate Shark Tank, other local news shows, and numerous podcasts. To connect with Cassie, please visit her website at www.numbersnerdconsulting...

With the passage of the Rescue America Plan, many Americans will be receiving Stimulus checks in the near future. CLICK HERE to access a Kiplingers.com article that contains details, income restrictions, etc., for the latest round of stimulus checks. As always, email David@parallelfinancial.com to set up your 30 minute zoom appointment to discuss the financial issues that are keeping you up at night.

We all know that most financial advisors manage money or provide some sort of investment advice or planning, but what ELSE should your financial advisor do for you? In this episode, David gives his take on the 5 of the jobs that your financial advisor has (in addition to money management: 1. Help client to decide if they have the proper mortgage for their current situation. 2. Align clients with professionals who can help take important items off of their plates. 3. Guide clients to the prope...

Derrick Van Ness discusses the nuts and bolds of Research and Development Tax Incentives. CLICK HERE to schedule a time to speak with Derrick to further discuss these incentives and how they might apply to your personal situation. As always, please visit https://www.weeklywealthpodcast.com/contact-us to contact David Chudyk, CFP(r) or to set your virtual or in-person appointment

Personal umbrella policies protect your assets. For a very minimal amount of premium, just about anyone can have an additional million dollars or more of coverage. For more information or to schedule your 30 minute financial consultation, email david@parallelfinancial.com

Are all "financial planners" the same? In this episode, we discuss the Certified Financial Planner(tm) designation... what it is, how does one obtain it, and what it means to a client. To schedule your complementary financial consultation, email david@parallelfinancial.com or visit www.calendly.com/davidpf

In this episode, Ary, The Bad Ass Budget Babe talks about: 1. How do do a money date so that you can get money in order. and 2. What are the biggest money mindset blocks? For only $3, Ary is offering her MONEY DATES WORKBOOK and ONLINE PROGRAM. CLICK HERE This program can help you to get on the right track. Ary can also be reached by emailing hello@badassbudgetbabe.com As always, click here to schedule your complementary consultation with David Chudyk to discuss your investment portfolio or ...

Instead have having a New Year's Resolution this year (that would only last a few weeks anyway), I am committing to some mindset and habit changes. These include: 1. Making a conscious effort to manage my: - Internal Dialogue - Mental State - Physical State 2. Learning to say no to anything that doesn't take me towards my ultimate goals. 3. Build others up and improve my own leadership skills. I would love to hear your thoughts about our show and what topics that you would like to have co...

What we believe influences our decisions. What we decide influences our actions. How we act influences our results. It is a never ending cycle, but we can learn to use the cycle in a manner that serves us well. In this episode I talk about some of the main topics from an annual conference that I am attending this year: 1. Our Current beliefs 2. Our Current Values and Rules 3. Our Internal Dialogue 4. Our self images If you would like to discuss how these concepts relate to your own financial si...

Jordan Roberts is a financial advisor with Parallel Financial and discusses why small business owners might want to hire their children or other family members. He discusses the three types of taxes that can be eliminated and talks about the business structures that can optimize these savings. To contact Jordan or to request a copy of his whitepaper, email jordan@parallelfinancial.com As always, for your complementary 30 minute consultation, email david@parallelfinancial.com or click here to sc...

Laura Moon and Nicole Girouard are the hosts of the very popular ASK MORE, GET MORE show on Youtube. In this episode, we have an energetic conversation about: 1. Why boundaries are important when setting goals. 2. How to use boundaries as a means to help gain the personal financial successes that are important to you. 3. Laura and Nicole's secret productivity hacks. Make sure to CLICK HERE to check out their YOUTUBE CHANNEL As always, email david@parallelfinancial.com or click here to sched...

2020 Has had its share of problems, but yet it is always important for all of us to remember all of which we need to be thankful. In this episode, we give several steps that can help you to achieve more and have even more to be thankful for in 2021 and beyond. As always, if you would like a 30-minute consultation via zoom, telephone, or in person, email me at david@parallelfinancial.com or visit my calendar link at www.calendly.com/davidpf #2020 #thanksgiving #Thankfulness #countyourblessings

In this episode, we discuss the ins and outs of Medicare and Medicare Supplement Plans with Lee Shaw. To contact Lee Shaw, please call 864 286-2276 or email walter.shaw@bcbssc.com To schedule your complementary financial consultation with David Chudyk, email david@parallelfinancial.com or go to www.calendly.com/davidpf

In this episode, we speak about THREE important investments that you should consider during the 2020 Presidential Election. For the thoughts of Parallel Financial's Chief Investment Officer, check out this episode, as well https://www.weeklywealthpodcast.com/podcast/the-2020-presidential-elections-your-money-and-the-markets-with-greg-towner If you would like to speak with David Chudyk about your personal financial decisions, email david@parallelfinancial.com or CLICK HERE to schedule an appoin...

While most of our episodes focus on a financial tool or strategy, this episode features Dr. Melissa Macdonald as she discusses some ways to operate more healthily in your office and home office environments. Dr. Melissa MacDonald is a graduate of Northwestern Health Sciences University where she earned her Doctor of Chiropractic. She then spent two years of specialty training in the Human Performance Center where she focused her research and clinical skills on specific testing and treatment pro...

With mortgage rates being at, or near, historic lows we thought it would be a good time to speak with a mortgage professional about the basics of new and refi mortgages. To speak with Lee Ayer, please call 864 958-2399 or email lee.ayer@spmc.com If you would like to set a 30 minute phone or zoom call with David Chudyk, please click www.calendly.com/davidpf or email david@parallelfinancial.com

In this episode, Parallel Financial Chief Investment Officer, Greg Towner discusses the upcoming election and how the markets might (or might not) be affected. We would love to know your thoughts, so email David@parallelfinancial.com with any comments or questions and CLICK HERE to schedule your 30 minute consultation with David Chudyk

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 long term care? 3. What are the two major classifications of long term care coverage? 4. How does proper planning for long term care expenses impact your family and even future generations? As always, if you are interested in a 30 minute telephone call, zoom virtual meetin...

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. 3. Evaluate your budget. 4. Evaluate your retirement plan. 5. Take inventory of which benefits you have lost. If you would like to discuss your personal financial situation in a complementary 30 minute consultation, email david@parallelfinancial.com

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 towards solutions. Visit www.generousmarriage.com/wwp to learn more about the GET OUT OF RED 21 Day Blueprint For A Supportive Marriage And A Growing BUsiness. Make sure to check out Ziv's podcast Generous Marriage on all of the major podcasting platforms. To schedule a c...

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 their way out and paid off $80,000 in debt over two years. Having made personal financial improvements, Keli has not set out to teach and train children and teenagers on how to WIN at the game of money. Keli's website is www.thesmartmoneyacademy.com and she can also be found...

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 daily financial affairs of her clients. If you are interested in speaking with Amy, she can be reached at amy@carrickconsulting.com or via telephone 864 915-5505. Make sure to check out her website at www.carrickconsulting.com If you have ever wondered what it looks like, to ...