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- 171 - Ep 168: The SECRET roles of your financial advisor
Most people think that financial advisors simply help their clients to invest money. While that is a big part of the financial planning process, good financial advisors do much more.
Some of the secret roles of your financial advisors are:
- Asking the right questions.Helping YOU to achieve your goals.Nudging your behaviors, if they are not aligning with your goals.
Don't forget to email DAVID@PARALLELFINANCIAL.COM with any questions.
Fri, 10 May 2024 - 17min - 170 - Ep 167: Financial Check-Up: Planning Tips for Medical Practitioners
In this episode, financial advisors, David Chudyk and Peyton Hoppes talk about financial planning issues and considerations that are important to:
- W2 (employee) medical professionals. These include any medical professionals that are employed by an organization and do not have ownership in the entity.Medical professionals who have full or partial ownership in a practice. This includes physicians, chiropractors, physical therapists, etc.
Please visit www.promedwealth.com and CLICK HERE to subscribe to the PRO MED WEALTH youtube channel. Peyton Hoppes can also be reached via email peyton@parallelfinancial.com
If you have ever thought about selling your business and want to begin the planning process, visit www.weeklywealthpodcast.com/endgame
Make sure to set your time to speak with David Chudyk by visitingwww.calendly.com/davidpf
Fri, 03 May 2024 - 38min - 169 - Ep 167: EASY ways to go BANKRUPT
Insurance is not the sexiest area but it is one of the most overlooked and important areas.
In this episode we discuss:
- Life insurance mistakes that are VERY PREVENTABLE but can have a high cost.Car insurance mistakes to avoid.Some common errors that business owners make with their risk management.
You can reach David Chudyk via email david@parallelfinancial.com
To book a time to speak with David, visit www.weeklywealthpodcast.com/schedule-a-chat
As a business owner, you're familiar with the challenges and complexities that come with steering your company day-to-day. But have you considered the transformative power of picturing your endgame? Download the book, ENDGAME by clicking on www.weeklywealthpodcast.com/endgame
Fri, 26 Apr 2024 - 23min - 168 - Ep 165: Second Chance, Shared Wealth: Financial Tips for Remarried Couples
In this episode, let's talk about money considerations in second marriages. Some topics to discuss are:
- How will expenses be divided?How will debt be divided?The importance of financial transparency.Estate planning issues that arise with second marriages.Will (or to what extent) will finances be combined?
As always, email david@parallelfinancial.com with any questions or click www.calendly.com/davidpf to set at time to speak with David Chudyk.
Fri, 19 Apr 2024 - 13min - 167 - Ep 164: The ONE financial question that you should be asking yourself.
A common misconception is that a Financial Advisor's job is only to invest his/her clients' money in a way that will get them the highest return possible. While investment management is important, it is only a part of the financial planning process.
Another important job of a financial advisor is to help clients to identify risks and to take steps to mitigate the effects of the risks.
In this episode, we talk about the CRUCIAL question that you should be asking yourself:
"What are two are three things that if they happed (or maybe didn't happen) would cripple you financially?"
Email David@parallelfinancial.com with your thoughts and questions.
CLICK HERE to schedule your time with David Chudyk
DOWNLOAD your COPY of ENDGAME by CLICKING HERE.
Fri, 12 Apr 2024 - 15min - 166 - EP 163: The Art of Financial Harmony: Balancing Luxuries, Investments, and Philanthropy.
Have you ever wondered why you have an abundance of resources, both financial and otherwise, yet there are so many others that are struggling?
Have you ever wondered why you might have a nice car, yet others in your community are walking?
Have you ever wondered why you are not lacking in any material things, yet there are
those in your community and in the world that are hungry everyday?
When it comes to luxuries and giving, it's about finding joy in what we have and making choices that align with our values. Instead of a strict budget ratio, let's think about intentionality. Before indulging, ask yourself, "Will this truly add value to my life?" and "could the resources that I am spending on this luxury be a part of the greater good?” Also, a good rule of thumb to follow is to give first. If you give first, then use your money to plan and prepare for the future, most of us then feel much betterabout indulging in luxuries.
Another valuable exercise is to practice purposeful thankfulness. When are acknowledge the blessings and gifts in our lives, it sometimes creates more generosity in our hearts, it sometimes reduces or eliminates a desire to indulge in luxuries, or it can even give us a the peace to know that it is ok in that point of our lives.
If you have any financial questions, email david@parallelfinancial.com or simply visit www.weeklywealthpodcast.com/schedule-a-chat
Fri, 05 Apr 2024 - 08min - 165 - Ep 162: Life insurance HACKS that you NEED to know.
David Chudyk and Justin Sykes discuss non-traditional uses of life insurance. The most common use for life insurance (and a very important use) is for DEATH benefit protection. This provides a cash death benefit to a beneficiary when an insured dies. The death benefit is then, typically, used to pay family expenses.
Other uses for life insurance are:
- Cash Value accumulation.Long term care/critical illness protection.Funding of BUY/SELL agreements.Providing revenue to a company if a key person passes away.
To discuss how any of these concepts might fit into your financial situation, email david@parallelfinancial.com OR go to Schedule a Chat (weeklywealthpodcast.com)
To get your Value Builder Score, visit www.weeklywealthpodcast.com/valuebuilderscore
Fri, 29 Mar 2024 - 39min - 164 - Ep 161: Rise above the Money Fog.
Author and long time Money Coach, Mikelann Valterra discussed:
- Money has the power in our lives to give us better lives.The Money FOG stems from our experiences as children.... our childhoods shaped our beliefs about money.Our money beliefs can create forms of financial self sabatoge.Money Guilt.
To purchase Mikelann's book, visit Amazon.com: Rise Above the Money Fog: The Key to Confidence, Clarity, and Control Over Your Life: 9780979459795: Valterra, Mikelann: Books
To learn more about Mikelann or to connect with her, visit her imformative website www.seatlemoneycoach.com
To book your appointment with David Chudyk, CFP(r) visit www.weeklywealthpodcast.com/schedule-a-chat
If you are a business owner, get your VALUE BUILDER SCORE by visiting www.weeklywealthpodcast.com/value-builder-score
Email david@parallelfinancial.com with any questions.
Fri, 15 Mar 2024 - 32min - 163 - Ep. 160: Mastering Your Money: Strategies for Credit Score and Debt Success
In this episode we discuss the important topics of credit scores and debt.
Firstly we explained:
- The basics of what a credit score is.The basics of how to improve your credit score.The basics of why your credit score has such a huge impact on many areas of your financial life.
Then we jumped into:
- If you believe that "all debt is bad debt" and are striving to eliminate all of your debt, it might not make the most mathmatical sense, but it is much better than overleveraging.Do not borrow the most amount of money for your mortgage than a bank will lend to you.Do not borrow the most amount of money for your vehicle(s) that a bank will lend to you.Think long and hard before borrowing money to pay for a degree.Mindless debt accumulation can happen very easily. Guard against it.
Email david@parallelfinancial.com with any questions. Visit www.weeklywealthpodcast.com/contact to schedule your time to meet with David Chudyk.
if you are a business owner, get your VALUEBUILDER SCORE by visiting www.weeklywealthpodcast.com/valuebuilderscore
Fri, 08 Mar 2024 - 21min - 162 - Ep 159: What is The Weekly Wealth Podcast?
In this episode we discuss the origins and purposes of the show.
Email david@parallelfinancial.com with any questions.
Visit www.weeklywealthpodcast.com/contact to set your appointment time
go to www.weeklywealthpodcast.com/valuebuilderscore to learn how to increase the value of your business.
Fri, 01 Mar 2024 - 19min - 161 - Ep 158: Making your company legally invisible.
Scott Royal Smith is an educator, investor, and attorney who helps business owners to protect their assets.
We discuss:
- Ways to protect your company from lawsuits.Being the CEO of your own WEALTH company.Protecting yourself from creditors.
Visit Royal Legal Solutions to learn more about Scott and his company.
David Chudyk can always be reached for question via email david@parallelfinanancial.com
CLICK HEREto download The 8 Drivers of Business Value.
CLICK HERE to take the VALUE BUILDER ASSESSMENT.
Schedule time to speak with David by visiting www.calendly.com/davidpf
Fri, 23 Feb 2024 - 34min - 160 - Ep 157: Why is a financial podcast interviewing a Licensed Family Therapist?
Licensed Family Therapist, Thomas Castro talks about:
- Eliminating the need for our partners to act differently in order for us to be happy.In order for us to HAVE different relationships we need to DO different things.How improve the influence in our relationships by framing things differently.increasing the touch factor.
Learn more about Thomas Castro by visiting theshinecampus.com
David Chudyk, Certified Financial Planner(tm) can be reached by emailing david@parallelfinancial.com
For the business owners...
Take the Valuebuilder assessment at www.weeklywealthpodcast.com/valuebuilderscore
Download "The 8 Drivers of Business Value" EBOOK
www.weeklywealthpodcast.com/drivers
Fri, 16 Feb 2024 - 48min - 159 - Ep 156: An EXCITING new feature AND your business sale checklist.
If you are at the point in your career where considering the exit of your business, these are some factors that should be considered:
- Ask yourself if you are ready to sell the business.Know what your business is worth.Prepare financial records and reports.Understand market conditions.Explore legal and tax implications.Consider what will happen to your team if you sell.
Get your VALUEBUILDER SCORE:
www.weeklywealthpodcast.com/valuebuilderscore
Take the PRE (personal readiness to exit) questionnaire:
www.weeklywealthpodcast.com/prescore
email david@parallelfinancial.com with any questions
To learn more about COLLINS CHILDREN'S HOME, please visit www.collinschildrenshome.org
and check out their AMAZON WISH LIST!
Fri, 09 Feb 2024 - 16min - 158 - Ep 155: Finance Through the Ages: Understanding Each Generation's Money Matters
The Silent Generation (Born 1928-1945)
Concerns and Challenges:
- Healthcare Costs: Rising medical expenses and long-term care costs.Income Security: Limited earning potential due to retirement.Inflation: Impact on fixed incomes, especially with pensions and savings.Estate Planning: Managing wills, trusts, and legacy concerns.
Advantages:
- Homeownership: Many own their homes outright.Savings: Tend to have savings and investments from a lifetime of work.Social Security Benefits: More robust and reliable for this generation.Traditional Values: Strong saving habits and aversion to debt.
Baby Boomers (Born 1946-1964)
Concerns and Challenges:
- Retirement Readiness: Many are underprepared for retirement.Healthcare and Longevity: Managing healthcare costs with increased life expectancy.Supporting Adult Children: Financial strain from helping adult children.Market Volatility: Impact on retirement savings and investments.
Advantages:
- Home Equity: Significant equity in real estate.Retirement Accounts: Benefited from employer-sponsored retirement plans.Wealth Accumulation: Generally, this generation has accumulated wealth.Work Experience: Valuable professional experience and networks.
Generation X (Born 1965-1980)
Concerns and Challenges:
- Sandwich Generation Stress: Balancing support for aging parents and own children.Retirement Savings Shortfall: Less time to save for retirement compared to Boomers.Job Market Instability: Affected by economic downturns and restructuring.Housing Market Fluctuations: Impacted by highs and lows in real estate.
Advantages:
- Peak Earning Years: Generally in a high-earning phase of their careers.Technological Adaptability: Comfortable with digital and traditional platforms.Diverse Investment Opportunities: Access to a variety of investment tools.Homeownership: Majority are homeowners, building equity.
Millennials (Born 1981-1996)
Concerns and Challenges:
- Student Loan Debt: Burdened with high levels of educational debt.Housing Affordability: Challenges in affording and buying homes.Job Market and Career Growth: Navigating a changing job landscape.Retirement Planning Uncertainty: Concerns about the future of social security and pensions.
Advantages:
- Tech-Savvy: Proficient with technology and digital finance tools.Higher Education: Tend to be the most educated generation.Adaptable: Flexible and adaptable to changing job markets.Social and Environmental Consciousness: Value-driven investing.
Generation Z (Born 1997-2012)
Concerns and Challenges:
- Economic Uncertainty: Entering workforce in a volatile economy.Education Costs: Concerns about affording higher education without accruing massive debt.Job Market Readiness: Preparing for jobs in a highly digital and competitive market.Global Issues: Concerned about how global challenges (like climate change) will impact their future.
Advantages:
- Digital Natives: Extremely comfortable with digital and emerging technologies.Early Financial Awareness: More aware of financial planning and investing at a younger age.Entrepreneurial Spirit: More likely to start businesses or engage in side hustles.Socially Responsible Investing: Keen interest in sustainable and ethical investments.
#millenial #genz #genx #boomer
Email david@parallelfinancial.com with any questions.
Visit www.weeklywealthpodcast.com
Fri, 02 Feb 2024 - 17min - 157 - Ep 154: A former financial advisor talks about mindset and success.
Former financial advisor, April Roberts talks about how FIXED mindsets can either help or hurt us in our journeys to success.
Make sure to learn more about April via:
www.vixengathering.com/link-tree
Listen to THE VIXEN VOICE PODCAST www.vixengathering.com/podcast
David Chudyk can be reached via email:
Don't forget to visit www.weeklywealthpodcast.com
CLICK HERE to download your FREE copy of The EIGHT KEY DRIVERS OF COMPANY VALUE
Fri, 26 Jan 2024 - 23min - 156 - Ep 153 Don't let the Tax Tail Wag the giving Dog, with John Cullum
Charitable consultant for The American Heart Association, John Cullum, CFP(r) discusses:
- Why some people are charitable and others are not.Why it feels good to give.Different giving styles for different generations.What are some tax efficient ways to give money.
For all of your money questions, emaildavid@parallelfinancial.com
Don't forget to CLICK HERE TO WATCH THE YOUTUBE VERSION OF THIS WEBINAR
Fri, 19 Jan 2024 - 38min - 155 - The Balanced Approach: Fitness, Finance, and Nutrition Wisdom with Steve Pumphrey
Welcome to the first Weekly Wealth Webinar, where we dive into the world of wellness with our Wednesday Wellness Webinar. In this unique session, host David Chudyk is joined by Steve Pumphrey, a certified personal trainer, to explore fitness and diet issues and provide helpful tips for post-holiday weight gain.
Steve offers his expertise in personalized nutrition coaching and emphasizes the importance of a balanced approach to nutrition and physical activity for overall health and wellness. From understanding portion control to debunking weight loss myths, this episode offers invaluable insights into building a healthy lifestyle in tandem with building financial wealth.
What does fitness have to do with finances? Click play to find out.
Today We Discuss
Parallels Between Personal Finance and Personal WellnessSeeking professional guidance for both healthy financial habits and a balanced dietThe Confusion Around Diet Advice and the Importance of PersonalizationThe two exercises you can do anywhere any time and they always workChallenges related to portion control and the influence of childhood habitsMentioned In This Episode
https://www.stevepumphrey.com/
Work With Dave
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Mentioned in this episode:
Finances Keeping You Awake?
I can help you tackle those burning finance issues that keep you awake at night. Schedule a session today, and let's see what we can do together.
Fri, 05 Jan 2024 - 46min - 154 - Ep: 151 You are not alone. Everyone has MONEY CONCERNS.
In this episode, we discuss some of the financial concerns that some of the people that I have worked with and spoken with this year. They include:
- Am I saving enough money?Am I saving too much money?What can I do about my tax situation?How do I offer the right employee benefits to my team?Are my real estate holdings generating the returns that they should be generating?What are some good charities that I can support and how can I support them in the most efficient manners?I just don't feel that I am financially savvy, what can I do about this?My spouse handled a lot of this, now he/she has passed away, how do I now handle my finances?What will happen if I die?Can I sell my business? What is my business worth? How can I make it worth more?
Please go to www.weeklywealthpodcast.com and click on the microphone icon and leave a short voice message about what is stressing you with regards to YOUR finances.
Emaildavid@parallelfinanancial.com
Get your ValueBuilder Score www.allofmyassets.com/value-builder-score
Fri, 29 Dec 2023 - 15min - 153 - Ep 150: The top 23 lessons of 2023
These are the major lessons that I learned or confirmed in 2023. What about you? What did you learn?
1. Life is not always hard.
2. Today’s results are from the seeds that we planted yesterday, last week, or even years ago.
3. Choose your hard.
4. Surround yourself with people who can lift you up.
5. If you are an entrepreneur or employer, make sure to take care of your team. Without
the support of your team, almost nothing would ever happen.
6. Life is short.. make the best of it.
7. Journalling can be lifechanging.
8. An incredible amount of our successes (or failures for that matter) occur because of what we think and tell ourselves.
9. We all have the same amount of time.
10. Spend time each day thinking about your future.
self. Think about the person that you want to be and ask yourself what that person does (or doesn’t do).
11. Being great has a financial cost (coaching, etc).
12. You can never know everything, but you can surround yourself with people who know what you don’t know, who are good at what you are not good at, and enjoy doing the things that you hate.
13. Complaining is the refusal to pay the success tax.
14. Never take health for granted.
15. If you are a business owner, work constantly to be a better business owner. Being good
at your trade is NOT the same as being good at running your business.
16. Financial margin is a great thing, work towards having it.
17. Money doesn’t solve all problems, but most problems are a bit smaller, if there is additional money involved.
18. Speaking of problems… if we think about all of the problems that we have ever had and are REALLY honest with ourselves, many of the problems existed because we either caused (or partially caused) or didn’t prevent them.
19. You don’t die if you are just a little bit hungry.
20. Making HUGE strides in life/business can be easier than smaller growth because you have to change everything that you are did to get to where you are.
21. If you have kids, cherish every moment that you have with them because they grow up
22. If you are married, make sure to cherish your spouse
23. God is great.
Don't forget to email david@parallelfinancial.com with your questions.
Fri, 22 Dec 2023 - 17min - 152 - Ep. 149: Last minute tax planning for 2023 and TAX NEWS for 2024
Kellie Good of Blackstone Accounting explains:
- The S-Corp ElectionDetails of the home office deductionThe Augusta RuleSome benefits of hiring your children
Kellie also discusses:
Some changes to IRS guidelines and rules for 2024.
To reach Kellie Good, visit her website at www.blackstoneaccounting.com or email her at Kelliegood@blackstoneaccounting.com
To set a time to speak with David, visit Schedule a Chat (weeklywealthpodcast.com)
Get your VALUE BUILDER SCORE:
www.allofmyassets.com/value-builder-score
Get your FREEDOM SCORE:
www.allofmyassets.com/freedomscore
Mon, 18 Dec 2023 - 23min - 151 - Ep 148: Putting Warren Buffet's rules of investing to use in your planning AND WWW preview.
Rule # 1: NEVER LOSE MONEY
Rule # 2: NEVER FORGET RULE # 1
We discuss how proper risk management in our lives can help us to reduce the chances of ever losing large amounts of our financial nest eggs due to losses that might have been covered by any number of types of insurance. Email David@parallelfinancial.com with any insurance/risk management questions.
Be on the lookout for signup information for the upcoming WEDNESDAY WELLNESS WEBINARS that will be happening:
Wednesday January 3rd.... Physical Wellness
Wednesday January 10th... Relational Wellness
Wednesday January 17th... Philanthropy
Wednesday January 24th...Financial Wellness
We talk about it all of the time... TRUE wealth is not simply limited to accumulating money. It relates to all of the important areas of our lives.
If you are a business owner, don't forget to get your Value Builder Score by going to www.allofmyassets.com/value-builder-score
Fri, 08 Dec 2023 - 22min - 150 - Year end financial tips, your personal development budget and Wednesday Wellness Webinars
With the end of the year quickly approaching, it is important to be purposeful with our finances. In this episode we discuss:
- tax loss harvestinghaving a Holiday spending planretirement plan contributionsreviewing tax withholdingsreviewing FSA plan
We also discuss the importance of developing a personal development plan and budget. This can include books, courses, conferences, mastermind groups, etc.
Finally, we unveil our exciting program for 2024... Wednesday Wellness Webinars. We will be hosting webinars that will teach the subjects of nutrition/exercise, relationships, charitable giving, and financial health.
Make sure to click on the microphone icon and leave a short message with any of your financial WINS in 2023.
Email david@parallelfinancial.com with any questions and make sure to go to Schedule a Chat (weeklywealthpodcast.com to set your appointment.
Fri, 01 Dec 2023 - 15min - 149 - Ep: 145: Gratitude can save your life and improve your healthThu, 23 Nov 2023 - 09min
- 148 - A Deep Dive Into the Secure Act 2.0 with Austin Erickson
In this episode, host David Chudyk welcomes Austin Erickson from John Hancock, Regional Vice President at John Hancock Retirement, to discuss the Secure Act 2.0. They aim to provide valuable information to help individuals and business owners make sound financial decisions.
One of the main goals of the Secure Act 2.0 is to make retirement plans easier to access and set up. This applies to both business owners and their employees. The legislation aims to streamline the process of establishing retirement plans, reducing administrative burdens, and making it more convenient for individuals to participate in these plans.
Schedule a Chat with David
Parallel Financial
Weekly Wealth Website
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Thu, 02 Nov 2023 - 45min - 147 - From Overwhelm to Freedom: How Outsourcing Can Liberate Your Mind, Time, and Sanity
In today's episode, we're diving deep into the topic of outsourcing personal activities and discussing how much your sanity is truly worth with Hannah Morgan
Hannah believes that outsourcing can improve your financial situation and enhance your overall quality of life.
We'll explore the pain points and tasks that many of us dislike, don't have time for, or simply struggle with. From paying bills to scheduling appointments, Hannah has a wealth of insights on identifying and delegating these tasks effectively. We'll even touch on the impact that domestic labor and gender roles play in our lives. Hannah's expertise in this area is unparalleled.
Mentioned In This Episode
Schedule a Chat with David
Parallel Financial
Weekly Wealth Website
Ask Dave To Speak
Follow the Show
Listen to The Weekly Wealth Podcast
Mentioned in this episode:
Finances Keeping You Awake?
I can help you tackle those burning finance issues that keep you awake at night. Schedule a session today, and let's see what we can do together.
Fri, 27 Oct 2023 - 31min - 146 - Even Rich People Make These Financial Mistakes
Welcome to this week's episode of the Weekly Wealth Podcast! I'm your host, David Chudyk, a certified financial planner with Parallel Financial. In today's episode, we will be discussing three common financial mistakes that even rich people make. Whether you're a seasoned investor or just getting started, this episode will provide valuable insights to help you avoid these pitfalls.
Today we'll talk about:
The Problem with "Full Coverage" Insurance: "Many people feel like they have quote, full coverage on their vehicle then they will... and it turns out that they had a $500 deductible."
Probate Process: "So if you die and you did not have somebody's name or an organization's name listed on the beneficiary form of your retirement plan, of your life insurance, of your annuity, then what happens, in that case, is that the benefit will be left to your estate and that means it will be subject to probate."
Mistakes to Avoid in Your Roth IRA: "Make sure that you know what's invested in your accounts and also make sure that those investments are appropriate for you."
Retirement Account Planning: "Understand your retirement accounts. Your IRAs, your Roth IRAs, your 401 KS, your four hundred and fifty-seven s. All of those types of plans are simply containers. And make sure that the assets inside of those containers are appropriate for you and understand what they are."
Mentioned in this episode:
Episode 128: Do I need a will, trust, power of attorney, or other legal documents?
Mentioned in this episode:
Finances Keeping You Awake?
I can help you tackle those burning finance issues that keep you awake at night. Schedule a session today, and let's see what we can do together.
Fri, 20 Oct 2023 - 16min - 145 - Ep 142: How to save an average of $19077 per year in college tuition
Today we have a very important topic to discuss: college planning. Joining us as our guest is Seth Greene, a renowned financial aid expert with over 24 years of experience. Seth shares valuable insights on college admissions, financial aid, and tax reduction strategies.
He even reveals how he managed to cut the cost of tuition by a whopping $19,077 per year! But that's not all; Seth also tackles the age-old debate of whether it matters where your degree comes from outside of prestigious Ivy League schools. Plus, we delve into the complexities of the FAFSA and CSS profile forms and the potential simplification efforts on the horizon.
Mentioned in This Episode
How to Find Money For College Website
Follow the Show And Never Miss an Episode
Mentioned in this episode:
Finances Keeping You Awake?
I can help you tackle those burning finance issues that keep you awake at night. Schedule a session today, and let's see what we can do together.
Fri, 13 Oct 2023 - 28min - 144 - Ep: 141: Victim Mentality Sucks and Maria Kellis explains why.
As an entrepreneur, academic, author, consultant, and teacher, Maria Kellis works with leaders in the corporate space. On a quest to bring the essence of energy and flow into the business world, while working on gaining profits with a purpose.
Born and raised in Greece, Maria attained her 3 degrees from the prestigious MIT (Massachusetts Institute of Technology and MIT Sloan School of Management) in the United States and is completing her doctorate degree at Mahidol University in Thailand.
Maria was involved in the teaching of entrepreneurial classes at the MIT
Sloan School of Management, including organizing the $50K competition for the students. One of Maria’s companies claimed the runner-up position.
Having already assisted in the co-founding of multiple technology companies, as well as spending significant time working at high levels within the Greek government, Maria has now shifted her attention and focus to the teaching and healing of others through her organization: MK Empower Inspired Leadership, which is in operation globally, and currently services clients from more than 15 countries.
Maria's rich and extensive experience in the world of business reaches deep into the politics of corporations, governments, and within the realm of academia. Maria has dedicated her life to the discovery and implementation of ways to create businesses with a purpose: and she is teaching others these leadership principles while continuing to achieve, for herself, at the highest levels.
On a personal level throughout her life, Maria has developed a deep sense of values and built a strong leadership character has had to face many overwhelming ordeals, including numerous accidents, diseases, excruciating physical, mental, and emotional pain, being wheelchair-bound with no real expectation of recovery, and a near-death experience. And has overcome all that!
Currently, Maria shares her time between Greece, Bali, Thailand, Cyprus, and the United States, having maintained for herself a life of absolute freedom, abundance, and independence. Maria has made it her laser-focused aim to teach others how they can achieve the same levels of success, simply by being themselves. The only question left to answer is, “How can we do it even faster for you?”
Contact Maria Kellis @ https://www.facebook.com/MariaKellisInternational/
https://www.linkedin.com/in/mariakellis/
mariakellis.com or contact@mariakellis.com
To set your appointment with David Chudyk, visit
www.weeklywealthpodcast.com/contactus
Take the Value Builder Assessment at www.allofmyassets.com/value-builder-score
Tue, 03 Oct 2023 - 30min - 143 - Ep # 140: Are you afraid of inflation?
Inflation fears are everywhere! Prices of food, gas, housing and all of the other items that we need on a daily basis are increasing.
Learn how to combat inflation in your own personal life with THREE valuable tips.
and remember...
If you have ever wondered what it might be like to have me, personally as your financial advisor... schedule your 30 minute appointment atwww.weeklywealthpodcast.com/contact
If you are a business owner, take the VALUE BUILDER ASSESSMENT at www.allofmyassets.com/value-builder-score
Wed, 20 Sep 2023 - 13min - 142 - Ep 139: How to Boost Your Business with Podcasting: An Interview with Dave Jackson
Dave Jackson began podcasting in 2005 and launched the School of Podcasting (schoolofpodcasting.com). His School of Podcasting show has over 3.3 million downloads. He has helped hundreds of people plan, launch, and grow their podcasts.
He is the author of the book Profit from Your Podcast: Proven Strategies to Turn Listeners into a Livelihood, and is a featured speaker at events. In 2016 Dave joined Libsyn (the largest podcast hosting company) as part of their tech support team. In 2018 he was inducted into the Academy of Podcasters Hall of Fame. Find him at www.schoolofpodcasting.com
David and David discussed:
- The MINIMAL costs involved with starting a podcast.Common mistakes by podcastersSome of the ways that Dave can help YOU to build your podcast.
Don't forget to visit www.schoolofpodcasting.com/weeklywealth for a 20% discount on monthly or yearly subscriptions!
To set your 30 minute appointment with David Chudyk, visit www.weeklywealthpodcast.com/contactus or simly email david@parallelfinancial.com
If you are a business owner and have ever thought about selling your business to fund your future lifestyle, take the Value Builder Assessment at www.allofmyassets.com/value-builder-score This will give you an estimate of the value of your business as well has help you to understand the areas of your business that can improve so that you can sell it for a higher multiple when you are ready.
Thu, 14 Sep 2023 - 30min - 141 - Ep # 138: Your financial homework.... the last one is FUN!
In continuing with our recent "back to school" theme, this week's episode focuses on THREE homework items:
- Take a financial (spending audit). Examine subscriptions/recurring charges and classify outflows as needs/wants.Take time to DREAM BIG! Dream about owning a beach house, paying off seemingly insurmountable debt, making large charitable contributions, or whatever else would bring purpose to your life. When we dream, we tend to ACT!You will have to listen to get # 3!
As always, to schedule your appointment with David Chudyk, go to www.weeklywealthpodcast.com/contactus
If you have ever thought about selling your business as a method to fund your future life, visit www.allofmyassets.com and make sure to get your VALUE BUILDER SCORE.
AND.....
email david@parallelfinancial.com with any questions
Thu, 07 Sep 2023 - 11min - 140 - Ep 138: FIRE your financial advisor if they don't.......
Three questions that financial advisors SHOULD be asking are:
- HOW ARE YOU? Financial health is very important, but as a financial advisor, I believe that financial, spiritual, relational, physical, and mental health are all related. In many cases struggles in one of these areas could cause struggles in others.What do YOU want? Many financial advisors assume that their clients want to retire "as early as possible" or make other assumptions. Remember, a fiduciary advisor has an obligation to help the client to meet the client's goals, so it is crucially important to ask the right questions. How would YOU like for me to communicate with you? Some clients want "big picture" level details and other clients want for extremely detailed oriented explanations. Some clients like to communicate virtually and others like to communicate in person.
Don't forget to visit:
Take the Valuebuilder Score Assessment at www.allofmyassets.com/value-builder-score
To set a time to speak with David about YOUR financial future, go to www.weeklywealthpodcast.com/contactus
#weeklywealthpodcast #financialindependence #financialadvisor #certifiedfinancialplanner #money #moneymindset #fireyourfinancialadvisor
Fri, 01 Sep 2023 - 12min - 139 - BONUS REPLAY: Johnny Depp V Amber Heard and how it applies to YOUR business.
At it's core, the Depp V Heard case is about defamation. In this episode, Attorney to the stars, Chris Melcher gives his unique perspective and shares his expertise on this case.
The episode also speaks about what defamation IS and how you might handle a defamation lawsuit towards your business. "The biggest protection is not going to a lawyer, it is having your own content", states, Mr. Melcher as it relates to potential negative information posted about your business.
#justiceforjohnny #deppvheard #amberheard #johnnydepp #defamation
Visit www.weeklywealthpodcast.com/contactus to schedule a time to speak with David about any financial topic.
Visit www.allofmyassets.comif you have ever considered selling your business to fund your future lifestyle.
#Justiceforjohnny #deppvheard #netflix
Fri, 25 Aug 2023 - 33min - 138 - Ep 136: Why you should use a COMPETENT Financial Advisor.
Why should you work with a Financial Advisor? If any of these scenarios apply to you, it could be a great idea to work with a Financial Advisor.
- You don't know what you don't know about your financial situation. You might have a basic lack of financial literacy or simply be unsure of if you are on the right track.You are either about to go through, are going through, or just went through a major life change. These can include marriage, divorce, having children, job change, move, starting a business, death in the family, receiving a financial windfall, etc.If you are a BUSINESS OWNER, you are pulled in many directions and due to this, many business owners tend to put their own financial planning issues on the back burner, delay planning, and reduce the effects of compounding interest.If you have FINANCIAL ANXIETY. By determining the FACTS and putting together a gameplan, YOU can reduce financial anxiety.
If you have ever wondered what it would be like to work with me, personally, as your financial advisor, visit www.weeklywealthpodcast.com/contactus
If you are a business owner and have ever thought about selling your business and using some of the proceeds to fund a portion of your retirement/lifestyle, visit www.allofmyassets.com
Social media links:
David Chudyk, CFP(r) (@weeklywealthpodcast) | TikTok
#financialanxiety #certifiedfinancialplanner #businessowner #dontknowwhatyoudontknow
Mon, 21 Aug 2023 - 15min - 137 - Ep 135: BACK TO SCHOOL: Why your kids might end up being poor.
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 basic financial tools are and how to use them to our benefits.
3. Income - expenses MUST equal greater than zero. In addition to spending less, this topic talks about how we can all increase our incomes.
4. Be very careful about college decisions - if you must borrow money for school, make sure that you are picking a career that offers the earning potential that will allow you to pay off the loans.
#backtoschool #teenagers #money #schoolisback #financialliteracy
Email david@parallelfinancial.com with questions or comments.
Visit www.weeklywealthpodcast.com/contactus to set a time to speak with David Chudyk, CFP(r)
Social medial links:
www.tiktok.com/@weeklywealthpodcast
www.instagram.com/weekly_wealth_podcast
and
CLICK HERE to join our facebook group
Fri, 11 Aug 2023 - 17min - 136 - Ep 134: Relationship mindsets of SCARCITY AND the THRIVE COUPLES SUMMIT
As a pioneer in the field of therapy and mental health, Thomas I. Castro has played a significant role in countless lives, equipping people with invaluable tools to navigate life's challenges and discover their fullest potential. Through the innovative platform of Shine Campus, Thomas has ingeniously crafted a gym for emotional and mental health, providing a space for emotional and mental development and growth. Thomas's unique approach to therapy and counseling transcends traditional norms, making profound breakthroughs achievable for everyone. With a wealth of experience and a heart brimming with empathy, Thomas has touched the lives of diverse individuals, empowering them to lead healthier, more fulfilling lives. To sign up for the THRIVE SUMMIT go to THESHINECAMPUS.COM
Email David@parallelfinancial.com with any of your financial questions and visit www.weeklywealthpodcast.com
Mon, 31 Jul 2023 - 24min - 135 - Ep 133: DE-RISKING your retirement portfolio, Charitable Giving Strategies, and TRANSFER methods for your business
Segment # 1:
How can you DE-RISK your retirement portfolio?
Segment # 2:
Charitable giving methods
Segment # 3:
What are some ways that you might end up exitting your business?
To schedule your appointment with David Chudyk, go to www.weeklywealthpodcast.com/contact
To get your ValueBuilder Score, go towww.allofmyassets.com/value-builder-score
Sat, 22 Jul 2023 - 20min - 134 - Episode 132: The insurance industry... your 401k... your business... Finacial Basics
SEGMENT 1:
Have you noticed that your all of your insurance premiums are increasing? Perhaps you are in an area of the country where many major insurers are no longer writing insurance policies? Segment 1 of this episode talks about the STATE of the insurance industry.
SEGMENT 2:
Many listeners have 2 assets that do NOT get the attention that they deserve. The first can be a 401k plan. These typically are on a "set it and forget it" mode and are oftentimes, not maximized. The second is your BUSINESS. When you start to think of your business as an asset, your world can change. Visit www.allofmyassets.com
SEGMENT 3: The Financial BASICS
B - Budget
A - Allocation
S - Systems
I - Insurance
C - Caring
S- Support
Comments and questions are always welcome, please email David@parallelfinancial.com
To set your appointment visit www.weeklywealthpodcast.com/contactus
Get your Valuebuilder Score atwww.allofmyassets.com/value-builder-score
Thu, 13 Jul 2023 - 20min - 133 - Ep. 131: Divorce and Money
For more than two decades, master money coach Mikelann Valterra, MA, AFC®, has helped women transform their relationship to money. A highly respected expert in financial psychology, she has written and spoken extensively on powerful, practical ways to reduce money anxiety as well as effective methods for earning, saving, reducing debt, and managing money. Mikelann has been quoted in national publications, including Forbes, USA Today, and Business Insider. She also guests on podcasts all over the world. Mikelann is the author of Rise Above the Money Fog: The key to confidence, clarity, and control. When not writing and speaking, she teaches clients how to rise above the money fog and craft their ideal life—letting go of financial stress forever. When not working, you can find Mikelann on the dance floor indulging her love of Argentine tango. See www.seattlemoneycoach.com Mikelann’s clients span the globe. We had an outstanding conversation answered:
1. What is the "silver lining" when it comes to divorce and money?
2. How to get in touch with your own financial personality?
3. What is "financial elegant simplicity"?
To schedule a time to speak with David Chudyk, CFP(r) visit www.weeklywealthpodcast.com/contact
if you are a business owner, make sure to take the Value Builder Score at www.allofmyassets.com/value-builder-score
Thu, 06 Jul 2023 - 31min - 132 - Episode 130: Random thoughts about ......
Let's talk about:
A quote that might lead to some new investment and financial planning philosophies for you.
Some items to keep in mind when considering a Roth Conversion (can you say IRMAA?)
Events that can cripple you from a financial standpoint.
Don't forget to email david@parallelfinancial.com with any questions and also click on www.weeklywealthpodcast.com/contact to schedule time to speak with David Chudyk
www.allofmyassets.com/value-builder-score
Fri, 30 Jun 2023 - 15min - 131 - Episode 129: Why your business is NOT building generational wealth (and ... what to do about that awful problem) with Carla Titus
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 financial management.
Make sure to visit Wealth & Worth Within (wealthworthwithin.com)
David Chudyk can be reached for questions via david@parallelfinanancial.com
To take the ValueBuilder Questionnaire visit www.allofmyassets.com/value-builder-score
To set a time to discuss if YOU are a great fit to have David Chudyk as your financial advisor, visit www.weeklywealthpodcast.com/contact
Fri, 23 Jun 2023 - 35min - 130 - Episode 128: Do I need a will, trust, power of attorney, or other legal documents?
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.weeklywealthpodcast.com www.allofmyassets.com and make sure to join The Weekly Wealth Podcast Facebook group or email david@parallelfinancial.com
Thu, 01 Jun 2023 - 28min - 129 - Episode 127: Real Estate
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 that sellers and purchasers make when buying and selling real estate.
To contact Mr. Bagwell or to view his firm's social media sites, go to:
email: michael@bkrlaw.net instagram: @bkrlaw youtube: Bradley K. Richardson, PC facebook: Bradley K. Richardson, PC website: bradrichardsonlaw.com
To set at time to speak with David Chudyk about the 30,000 foot level aspects of your financial situation go to www.weeklywealthpodcast.com/contact
To take The Value Builder Assessment go to www.allofmyassets.com/value-builder-score
To download a copy of the brand new E-Book, Endgame, go to www.allofmyassets.com/endgame
don't forget to email david@parallelfinancial.com with any questions
Thu, 25 May 2023 - 30min - 128 - # 126: Your Business's ENDGAME
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 send an email to david@parallelfinancial.com or visit www.weeklywealthpodcast.com/contact
Mon, 15 May 2023 - 10min - 127 - Ep. 125 Why Parallel?
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 Apple Podcasts To set a time to speak with David Chudyk go to www.weeklywealthpodcast.com/contact To get your VALUE BUILDER SCORE and learn how you can maximize the VALUE of your business and receive an estimate of value of your business, go to www.allofmyassets.com #weeklyweathpodcast #parallelfinancial #moneymanagement #the20minutemarketbreakdown
Thu, 11 May 2023 - 32min - 126 - Episode 124: Don't be BUSY.... with Valari Jackson
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, and offers a proven framework for systems that optimize resources and increase the bottom line.
In this episode Valari talks about why it is important to be PRODUCTIVE, as opposed to BUSY and gives actionable steps to help you.
To contact Valari visit
https://www.linkedin.com/in/valari
To set up a time to speak with David Chudyk about the 30,000 foot aspects of YOUR financial situation visit Contact Us — The Weekly Wealth Podcast
Take your valuebuilder score at:
www.allofmyassets.com/value-builder-score
and
to learn if you are ready to exit your business, visit
www.allofmyassets.com/prescore
#weeklywealthpodcast #productivity #productivityhacks
Fri, 28 Apr 2023 - 29min - 125 - Episode 123: Don't let your new business CRASH AND BURN
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 right, honestly, ethically, and morally, has the power to make the world a better place for our customers, our families, and our communities. She doesn’t promise a magic bullet (because there is no such thing), but she does teach all the basic, foundational skills you need to first survive and then thrive. She only deals in real, practical, put it to use training and advice that has been tested in battle. Contact Tammy via email at tammy@csabusiness.ca or visit her website at https://ksabusiness.ca CLICK HERE to set an appointment to speak with David Chudyk or email david@parallalfinancial.com
Fri, 21 Apr 2023 - 31min - 124 - Episode 122: Business Insurance Basics
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 the basics of insurance terms such as:
1. Indemnity
2. Risk retention, risk avoidance, risk transfer, and risk reduction.
3. Certificates of liability
4. Additional insureds.
Most importantly, it is incredibly important that you are working with a competent insurance professional who can advise you of what some of your risks are and how to cover them (or retain the risk, if you choose).
If you have any insurance questions, email Jessica Owens, PLCS at jessica@cfsig.net
If you have ever wondered what it might be like to work with David Chudyk as your financial advisor, go to www.weeklywealthpodcast.com/contact
#financialplanning. #weeklywealthpodcast. #entrepreneurship. #riskmanagement
#insurance
Wed, 12 Apr 2023 - 14min - 123 - Episode 121: FUNDING your new business
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 assets).
2. SBA/bank business loans
3. Leveraging your personal credit to help you to obtain low or no interest rate BUSINESS credit cards
To download Patrick's FREE ebook, go to ein.credit/bluebprint
If you have listened to any of the last 100 or so episodes of The Weekly Wealth Podcast and would like to explore working with David Chudyk as YOUR financial advisor, email david@parallelfinancial.com
Don't forget, if you are already a business owner and have ever thought about selling your business as a means to fund your retirement or another chapter of your life, visit www.allofmyassets.com
Wed, 05 Apr 2023 - 39min - 122 - Episode 120:Fraud: Why they do it, how they do it, and what can you do about it?
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 suggests the following measures:
1. Be sceptical of team. Trust must be earned.
2. Have numerous layers of controls with regards to the ability to make payments.
3. Hire secondary bookkeeper to audit books.
To reach Mr. Tonsick, please Email john@tonsick.com or you can find him on LinkedIn: https://www.linkedin.com/in/john-tonsick-cpa-cfe-5720b57/
David Chudyk is a Certified Financial Planner(tm) and helps business owners and individuals to make the right financial decisions for them FOR the reasons that are important to them. Click www.calendly.com/davidpf to schedule your time to speak with David about any financial issue or financial question.
Also make sure to visit www.allofmyassets.com and also www.weeklywealthpodcast.com
Fri, 24 Mar 2023 - 37min - 121 - Episode 119: An Employee Benefit program that can increase your teams' paychecks and save payroll on taxes for YOUR business
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@k2advisorsgroup.com for information that is specific to YOUR business. Don't forget to visit: www.weeklywealthpodcast.com www.allofmyassets.com www.allofmyassets.com/prescore www.allofmyassets.com/value-builder-score www.calendly.com/davidpf to set an appointment with David Email david@parallelfinancial.com with any other questions
Sat, 18 Mar 2023 - 27min - 120 - Episode 118: Decoding the SECURE ACT 2.0 with Jordan Roberts
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 wealth of knowledge in the financial planning and estate planning fields. If you are a business owner, take your valuebuilder score at www.allofmyassets.com/value-builder-score or simply visit www.allofmyassets.com to learn more about how to increase the value of your business. Schedule time to speak with David by visiting www.calendly.com/davidpf
Fri, 10 Mar 2023 - 37min - 119 - Episode 117: 99% of Financial advisors are NOT helping their business owner clients with this.
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 companies for higher multiples (whether it be seller's discretionary earnings, EBITDA, or another measure) than companies that have lower value builder scores.
Some of the valuable tools that we discussed were:
https://www.allofmyassets.com/value-builder-score
https://www.allofmyassets.com/freedomscore
https://www.allofmyassets.com/prescore
Also.... these are some EBOOKS that most business owners will find to be valuable:
https://www.allofmyassets.com/the-owners-metric-ebook
https://www.allofmyassets.com/the-four-degrees-of-delegation-ebook
https://www.allofmyassets.com/the-definitive-guide-to-sops-ebook
https://www.allofmyassets.com/the-overlooked-owner-ebook
https://www.allofmyassets.com/the-rainmakers-dilemma-ebook
https://www.allofmyassets.com/the-freedom-point-ebook
https://www.allofmyassets.com/the-exit-checklist-ebook
https://www.allofmyassets.com/the-productize-ebook
https://www.allofmyassets.com/the-famous-or-rich-ebook
https://www.allofmyassets.com/the-reinvent-yourself-ebookAs always, email david@parallelfinancial.com with any questions about any financial issues that are keeping YOU up at night.
Tue, 28 Feb 2023 - 34min - 118 - Episode 116: How much WORKING CAPITAL should your business have?
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.
Make sure to visit Home - Blue Sky Business Resources (blueskyadvisors.net and you can reach Joe Milam via email at jmilam@blueskyadvisor.net or by calling 864 221-9335
For all of the money issues that might be keeping you up at night, make sure to email david@parallelfinancial.com and visit
www.allofmyassets.com and don't forget to take you PRESCORE assessment at www.allofmyassets.com/prescore
Tue, 21 Feb 2023 - 36min - 117 - Episode 115: How Naadir Jalil helps young professionals to set themselves up for FINANCIAL SUCCESS
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 interest to him, and going through the 2008 recession at such an impressionable age made him seek a better understanding of finance. He attended Clemson University and graduated with a degree in financial management in 2020 and would join Parallel Financial as an advisor in the following year.
To reach Naadir, email naadirjalil@parallelfinancial.com and also check him out on LINKEDIN and even TIKTOK
If you are a business owner, make sure to take your VALUEBUILDER ASSESSMENT by clicking https://www.allofmyassets.com/value-builder-score and also check out the FREE E-BOOK by clickinghttps://www.allofmyassets.com/the-freedom-point-ebook This book gives great insight that can help you to determine if you are close the being at YOUR Freedom point and being able to sell your busines.
David can be reached at david@parallelfinancial.com or you can even schedule an appointment at www.calendly.com/davidpf
Fri, 10 Feb 2023 - 33min - 116 - Episode 114: LOVE YOUR BUSINESS again and a HUGE SUMMIT ANNOUNCEMENT
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, have you considered that being PRODUCTIVE is actually a bad thing?
TO LEARN MORE ABOUT THE LOVE YOUR BUSINESS SUMMIT AND TO SIGN UP FOR THE EVENT PLEASE GO TO:
Don't forget that David Chudyk is always available for the financial questions/issues that are keeping you up at night. Contact him via email david@parallelfinancial.com
Visit www.allofmyassets.comto learn more about how to increase the value of your BUSINESS
Thu, 02 Feb 2023 - 36min - 115 - Episode 113: SLASHING HEALTH INSURANCE costs for the small business owner while increasing HR support
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 resource standpoint.
If you are interested in being introduced to Shawna Smith or her team at QUESTCO, email David@parallelfinancial.com
To learn more about how to increase the value of your business so that you can sell it for a higher multiple when you are ready to sell OR simply have an easier and more profitable life today, visit www.allofmyassets.com
If there is anything keeping you up at night with regards to your money, email david@parallelfinancial.com
Don't forget to follow us on TikTok
Wed, 18 Jan 2023 - 33min - 114 - Episode 112: Answer these 3 financial questions to have a great 2023
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 your money do for you? What are your financial goals and WHY are they your financial goals? 3. If you are a business owner, what are the ways that you can increase the value of your business? As always, email david@parallelfinancial.com with any questions and don't forget to check out www.allofmyassets.com
Thu, 29 Dec 2022 - 08min - 113 - Episode 111: What the NBA greats can teach you about your business and reaching your potential.
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 financial questions, email david@parallelfinancial.com To get your PRESCORE visit www.allofmyassets.com/prescore All previous episodes of The Weekly Wealth Podcast can be found at www.weeklywealthpodcast.com To learn how to build the VALUE of your business, visit www.allofmyassets.com
Tue, 29 Nov 2022 - 44min - 112 - Episode 110: Buyers agents and real estate purchases with Vicki Durkin
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 with buyer's agents.
3. The difference between a buyer's agent and a seller's agent.
4. Some common mistakes that a good buyer's agent can help you to avoid when purchasing a property.
Vicki Durkin can be reached via email at vickisellsthebeach@gmail.com and you can visit her website at www.vicki.ryankorrosteam.com
Don't forget to email david@parallelfinancial.com with any questions
Visit www.weeklywealthpodcast.com for all past episodes
if you are a business owner visit www.allofmyassets.com to learn more about how to build the value of YOUR business.
Tue, 22 Nov 2022 - 35min - 111 - Episode 109: Knowing your numbers makes your business more valuable
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 Corbin and his company, visit www.smbstrategyconsultants.com Dont' forget to visit www.allofmyassets.com and www.weeklywealthpodcast.com Email DAVID@PARALLELFINANCIAL.COM with any of your financial questions or visit www.calendly.com/davidpf To get your ValueBuilder Score, CLICK HERE
Wed, 16 Nov 2022 - 41min - 110 - Episode 108: How to NOT be a JERK of an employer
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 can get your ValueBuilder Score by going to www.allofmyassets.com/value-builder-score
Wed, 09 Nov 2022 - 45min - 109 - Episode 107: How to THINK and BEHAVE in these volatile markets
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.com/davidpf to book your consultation If you are a business owner, make sure to take your FREEDOM SCORE by going to www.allofmyassets.com/freedomscore and visit www.allofmyassets.com to learn how to increase the value of your business Visit www.weeklywealthpodcast.com to view all past episodes.
Wed, 02 Nov 2022 - 41min - 108 - Episode 106: Breaking the GOOGLE code for the small business owner
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.allofmyassets.com
www.allofmyassets.com/freedomscore
and
email david@parallelfinancial.com with any questions
Thu, 27 Oct 2022 - 34min - 107 - Episode 105: Chasing (financial) freedom with The Freedom Chasers
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 that are keeping you up at night, email david@parallelfinancial.com and visit www.weeklywealthpodcast.com for past episodes.
If you are a business owner and you have even thought about selling your business, check out my website www.allofmyassets.com
Sun, 16 Oct 2022 - 38min - 106 - Episode 104: I own a business, I have no investments, I want to retire... now what?
If you are like many business owners, you have poured your heart and soul into your business but you have also neglected your own personal finances. In this episode, we discuss how to get the B A S I C S of your personal finances in shape and also how to optimize the potential sale price of your business.
Vist www.allofmyassets.com to learn more or CLICK HERE to take get your PRE-SCORE which can give an indication of how ready you are to sell your business.
As always, email david@parallelfinancial.com with any questions or financial concerns that are keeping you up at night.
Thu, 06 Oct 2022 - 12min - 105 - Episode 103: Business Coach + Motivated Entrepreneur = A BETTER LIFE.
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 (allofmyassets.com)
Get your FREEDOM SCORE Your Freedom Score | All of Your Assets | South Carolina (allofmyassets.com)
Fri, 30 Sep 2022 - 35min - 104 - Episode 102: Charitable giving.... getting more by giving
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
Fri, 02 Sep 2022 - 16min - 103 - Episode 101: Do this to 3x your leads, 2x your sales and add 100k of recurring revenue to your business
"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 night by emailing david@parallelfinancial.com
If you are a business owner, visit www.allofmyassets.com/value-builder-score or simply visit www.allofmyassets.com to learn more about increasing the value of your business.
Fri, 26 Aug 2022 - 35min - 102 - Episode 100: Building a great sales team for your business
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 email david@parallelfinancial.com and don't forget to check out www.weeklywealthpodcast.com and www.allofmyassets.com
Tue, 16 Aug 2022 - 38min - 101 - Episode 99: Investing in Vacant Land .... the key to building your wealth?
Pj Reilly has unique methods of buying and selling vacant land. Whether you are interested in buying one piece of vacant land or learning how to grow your wealth through the buying AND selling of land, this episode could be for you.
To learn more about his course, please visit www.landlifecourse.com and make sure to follow him on tiktok @pjreillyislandlife and check out his YOUTUBE Channel by CLICKING HERE
Don't forget to check out David's new website www.allofmyassets.com to learn how to build the value of, what is probably your biggest asset, and that is your business itself.
To take your Valuebuilder score for YOUR business, CLICK HERE
As always, David is always available for any of the money related questions that might be keeping you up at night. david@parallelfinancial.com
Fri, 22 Jul 2022 - 30min - 100 - Episode 98: KICKSTARTING the profitability of your business
Danielle Hayden of Kickstart Accounting, Inc helps to make business owners' lives easier and more profitable. Through increasing efficiency, decreasing the time it takes to collect receivables, and being part of her clients' "financial team", Danielle and the Kickstart Accounting help business owners to run their businesses more efficiently and more profitably.
Visit www.kickstartaccountinginc.com
Thu, 14 Jul 2022 - 40min - 99 - Episode 97: Communication is one of the keys to wealth
To sign up to attend PHILLIP SESSIONS event in the upstate of SOUTH CAROLINA, make sure to go to www.upstatesbc.com and to book your complementary consultation with Phillip, please CLICK HERE.
To learn more about David Chudyk visit www.weeklywealthpodcast.com and if you are a business owner, I would love your thoughts on our new website www.allofmyassets.com
David Chudyk can be reached via email david@parallelfinancial.com
Thu, 07 Jul 2022 - 36min - 98 - Episode #96 - You CAN build your business on referrals WITHOUT BEING CREEPY
After her first business failed, Stacey Brown Randall had to come up with systems, methods, and processes to gain new clients. In her first year of her new venture, she received 120 referrals.
To learn more about how Stacey can help you to build your business through the power of referrals, please visit www.staceybrownrandall.com and make sure to take her REFERRAL NINJA QUIZ by clicking www.staceybrownrandall.com/quiz
As always, email david@parallelfinancial.com with any of your money/financial planning related questions or click www.calendly.com/davidpf
Fri, 24 Jun 2022 - 40min - 97 - Episode 95: How the Johnny Depp and Amber Heard Case can save your business
Chris Melcher of Walzer, Melchel, and Yoda in Southern California represents high profile clients in divorce cases. In this episode, we get his unique perspective on the #JohnnyDepp and #AmberHeard case and we discuss the PRACTICAL steps that your business can take if you are ever involved in a defamation case.
For more information about Mr. Melcher, please visit www.walzermelcher.com
CLICK HERE to download YOUR VALUE BUILDER SCORE FOR YOUR BUSINESS
For any other financial issues that are keeping you up at night, email david@parallelfinancial.com
Fri, 20 May 2022 - 32min - 96 - BONUS EPISODE.... WHAT YOU SHOULD BE DOING DURING THE MARKET VOLATILITY
So far in 2022, the major stock market indices are all down. Emotions are high and anxiety is strong. In this episode, we talk about some of the action items you can take that can reduce your anxiety and even help you to come out of this downturn better than you were before it began.
Email david@parallelfinancial.com or go to www.calendly.com/davidpf to set a time to discuss your portfolio
CLICK HERE if you would like to get the VALUE BUILDER SCORE for your business
CLICK HERE to download your FREE E-BOOK .... The Definitive Guide to Standard Operating Procedures
CLICK HERE to download your FREE E-BOOK .... The 4 Degrees of Delegation
Thu, 12 May 2022 - 14min - 95 - Episode 94: The KITTY CAT approach to increasing your sales with The Sales Maven, Nikki Rausch
Do you talk to your prospects like they are dogs or kitty cats? Find out which approach can lead to better relationships!
Don't forget to download Nikki's FREE ebook by going to youralesmaven.com/week
Nikki can be found at:
https://www.facebook.com/yoursalesmaven/
https://www.instagram.com/your_sales_maven/
https://www.linkedin.com/in/nicolerausch/
As always, David Chudyk, CFP(r) is available for any questions about your MONEY. email david@parallelfinancial.com or visit www.calendly.com/davidpf
Mon, 02 May 2022 - 37min - 94 - Episode 93: Can FRACTIONAL SALES MANAGEMENT save your small business?
Are you an entrepreneur that wears many hats? Do you have the responsibility of leading your sales team but:
- don't do it effectively?
- don't have the time to do it at all?
- don't have the desire to lead your sales team?
If you answer is yes or if your sales team's numbers are not where you would like, a FRACTIONAL SALES MANAGER could be for you
To learn more about Will Traylor and his company, visit www.actionaxiom.com email him at wtraylor@actionaxiom.com, or call (303) 621-6032
As always... email david@parallelfinancial.com with any of your financial related questions
Thu, 21 Apr 2022 - 39min - 93 - Episode 92: Secrets of college funding with Ken Ruggiero
Ken Ruggiero is an Advisor with Conscious Capitalism and CEO and Chairman of Ascent, a student success company offering success programs and outcome-based education loans. Ken is extremely passionate about setting students up for success to earn higher ROI from their degree/careers and has funded programs like mentoring, micro-internships, and financial literacy programs provided for free to help students succeed.
Visit Bright Futures Engineto find the numerous resources that Ken makes available and to learn more about Ascent.
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Click here to watch an 11 minute video about how our firm manages investment risk.
As always, if there is anything that is keeping you up at night with regards to your money or if you have a financial goal that you would like to discuss, email david@parallelfinancial.com
Wed, 13 Apr 2022 - 48min - 92 - Episode 91: FAFSFA 101 with Cozy Whittman
College planning, college selection, college funding, and even the decision TO go to college can impact the financial lives of students and parents for decades. In this episode, Cozy Whittman of College Inside Track discusses:
1. What the FAFSFA is, when to fill it out, and other dispels other FAFSFA myths.
2. Some other methods by which to fund your college expenses.
3. Upcoming changes to the FAFSFA
To discuss your child's educational goals visit Free Advice - College Inside Track
As always, if there is anything keeping you up at night with regards to your personal and business finances, email david@parallelfinancial.com or visit www.calendly.com/davidpf. david@parallelfinancial.com or visit www.calendly.com/davidpf .
Wed, 06 Apr 2022 - 40min - 91 - Episode 90: Your personal and business legal health with Attorney Rick McDuff
In this episode we discuss some or the legal documents that many individuals should have in place as well as some of the basic legal issues that small business owners face.
If you are in South Carolina, visit https://mjmlawsc.com to learn more about Mr. McDuff and his firm.
As always email david@parallelfinancial.com for your consultation regarding any of the financial issues that are keeping you up at night.
To watch an 11 minute video that describes how our firm manages risk CLICK HERE
Wed, 30 Mar 2022 - 34min - 90 - Epiose 89: Is your CPA costing you $90,000 per year?
Tiffany Phillips is a Certified Public Accountant who is proactive in tax PLANNING. She works diligently with with her client to craft strategies that can help them to reduce their tax burdens.
Visit Tiffanyphillipscpa.com to learn more about Tiffany and her practice.
As always, email david@parallelfinancial.com with all of your financial related questions
Wed, 09 Mar 2022 - 41min - 89 - Episode 88: How you think will make you POOR (or rich) with Sarah Walton
Sarah Walton works primarily with women (although many of her principles work with men, as well) to help them to break through barriers, have more profitable businesses, and to define what success means to them.
To connect with Sarah, visit www.sarahwalton.com.
Sarah's youtube channel has a WEALTH of FREE content that can help you to live out your passions Sarah Walton - YouTube
Don't forget to connect @thesarahwalton on Instagram
As always, email david@parallelfinancial.com with your investment and financial planning questions.
Don't forget to check out our newly updated website www.weeklywealthpodcast.com
Mon, 31 Jan 2022 - 31min - 88 - Episode 87: FREE housing for your college student
In this episode, Realtor, Clifton Montgomery talks about the process of buying a rental home that can house your college student and provide rental income that can offset most or all of the costs of ownership.
Clifton can be reached at
(803) 550-0356
Follow him on Instagram @cliftonyourfavoriteagent and via email clifton.realtor@yahoo.com
As always, email david@parallelfinancial.com with any financial questions or visit www.calendly.com/davidpf to set an appointment
Fri, 14 Jan 2022 - 29min - 87 - Episode 86: Dr. J saves the day and saves your health
Dr. J discusses some of the common sense methods to reduce or even eliminate chronic illnesses.
To learn more about Dr. J and to connect with her, please visit linktr.ee/medfitdo
As always, click www.calendly.com/davidpf to schedule time to discuss your financial or investment plans with David Chudyk and don't forget to download the Roadmap to Financial Success at www.weeklywealthpodcast.com
Thu, 30 Dec 2021 - 36min - 86 - Episode 85: Ask yourself "WHY?" (seven times) with Dee Gredler
Dee Gredler is a leadership coach who helps women to determine their identities and improve their leadership skills. In this episode, Dee gives numerous tips, one of which is the SEVEN WHY'S
Please visit Dee's website at www.deegredler.com
To speak with David Chudyk about any financial issue that is keeping you up at night, email david@parallelfinancial.com
Wed, 15 Dec 2021 - 31min - 85 - Episode 84: Your leadership brand and your values.... with Lindsay White
Lindsay White is a leadership coach who helps clients to define their leadership styles. She helps leaders to build inspiring cultures and to LOVE their businesses again.
To learn more abut Lindsay and her company, visit https://highvoltagecoaching.ca/ or connect with her on Linkedin at https://www.linkedin.com/in/lindsay-white-high-voltage/
As always, if there are any financial issues that are keeping you up at night, email David@parallelfinancial.com to schedule your 30 minute zoom call.
Don't forget to visit www.weeklywealthpodcast.com to download our Roadmap to Financial Success.
Tue, 30 Nov 2021 - 39min - 84 - Episode 83: Deborah Peters and the Neuro Engineering Institute
Deborah Peters discusses how to "outlive your past" and how to remove victim mentality.
To learn more about Deborah Peters, visit www.neimind.com
As always, to contact David Chudyk with any financial related questions, email david@parallelfinancial.com and don't forget to visit www.weeklywealthpodcast.com
Fri, 19 Nov 2021 - 34min - 83 - Episode 82: Pillars of Health that can help you to build wealth with Mike Ricchio
In this episode, Excercise Physiologist, Mike Ricchio talks about the pillars of heath and gives some simple and actionable steps that can help jumpstart your health journey.
To learn more about Mike Ricchio and his programs visit his website at www.marhealthandperformance.com or @marhealthandperformance on Instagram.
To schedule your zoom call with David Chudyk email David@parallelfinancial.com or visit www.calendly.com/davidpf
Tue, 09 Nov 2021 - 44min - 82 - Episode 81: Rocky Lalvani Profit Answer Man
Rocky Lalvani works with business owners to help them to maximize profits by understanding their cash flows.
Please visit www.profitcomesfirst.com to learn more about Rocky.
Please also listen to Rocky's podcast at https://profitcomesfirst.com/podcast/
For all questions related to YOUR financial situation, email david@parallelfinancial.com to set up your appointment.
Mon, 01 Nov 2021 - 32min - 81 - Episode 80: Tik Tok, Facebook, Instagram, and Linkedin... which should I use? With Harrison Baron
Harrison Baron discusses:
1. Why Tik Tok might be the best online platform for your business to get exposure (hint... it is free).
2. Why Instagram is becoming less popular.
3. The SECRET to using Facebook to effectively market your business (hint... it ISN'T by buying ads).
4. What to expect from LINKEDIN
Visit https://www.growth-generators.com/ to learn more about Harison's company and visit https://www.youtube.com/c/TheMillennialEntrepreneurHarrisonBaron to see his many FREE videos on youtube.
To schedule a time to talk with David Chudyk, CFP(r) about any financial issues that are keeping you up at night email david@parallelfinancial.com visit www.calendly.com/davidpf
Don't forget to DOWNLOAD THE ROADMAP TO FINANCIAL SUCCESS at www.weeklywealthpodcast.com
Sun, 24 Oct 2021 - 30min - 80 - Episode 79: Investment Lessons of 2020 with Greg Towner
In this replay of a recent webinar, Parallel Financial's Chief Investment Officer talks about some of the main concepts in his new book, "Investment Lessons of 2020: How An Unprecedented Year Taught Us Everything About Investing".
To purchase a copy of Mr. Towner's book on Amazon, please visit https://www.amazon.com/Investment-Lessons-2020-Unprecedented-Everything/dp/B09DJ94XL3/ref=sr_1_1?dchild=1&keywords=greg+towner&qid=1634234073&sr=8-1
As always to schedule your 30 minutes appointment with David Chudyk to discuss what is keeping you up at night visit www.calendly.com/davidfp or email david@parallelfinancial.com
Thu, 14 Oct 2021 - 28min - 79 - Episode 78: Car insurance is a RIPOFF
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
Sat, 09 Oct 2021 - 19min - 78 - Episode 77: Why do the RICH get RICHER?
The old saying of "The rich get richer" is often true, but why is it true? What to the rich do that helps them to get richer? This podcast talks about some of the things that the rich do that helps them to gain momentum and build their wealth.
Also, make sure to revisit https://www.weeklywealthpodcast.com/podcast/ep-6-rich-habits to listen to last year's episode with Tom Corley.
As always, email david@parallelfinancial.com to schedule a time to chat about your own personal financial situation.
Fri, 01 Oct 2021 - 17min - 77 - Episode 76: The fourth quarter of 2021Thu, 23 Sep 2021 - 07min
- 76 - Episode 75: Life Insurance for the small business owner
Business owners are pulled in many directions and, often, neglect their personal and business planning. In this episode, we discuss why business owners should consider life insurance for :
1. Death Benefit Protection.
2. To pay off debt in the event of a death.
3. Key Person insurance.
3. The funding of a BUY/SELL agreement.
4. Supplementing retirement income.
If any of these concepts interest you or if you have any other financial issues that you wish to discuss, email david@parallelfinancial.com
Fri, 17 Sep 2021 - 09min - 75 - Episode 74: Life Insurance Awareness Month and what it means to you.
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.
Fri, 03 Sep 2021 - 20min - 74 - Episode 73: Your money and Your HABITS with Sonya MacCrimmon
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 schedule your appointment to discuss your financial concerns and goals, email david@parallelfinancial.com or visit www.calendly.com/davidpf
Fri, 27 Aug 2021 - 32min - 73 - Episode 72: WEALTHKILLERS
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 david@parallelfinancial.com and we can have a discussion.
Fri, 20 Aug 2021 - 11min - 72 - Episode 71: Laura Cowan and The Business Owner's Legal Audit
Laura Cowan is a leading New York City attorney who works with business owners. Through her legal audit process, she can help entrepreneurs to determine and prioritize areas where there businesses are at risk with potential legal issues.
Laura's website is www.thelauracowan.com CLICK HERE if you would like to contact Laura Cowan.
As always, if there are financial issues that are keeping you up at night, visit www.calendly.com/davidpf to schedule an appointment.
Sat, 14 Aug 2021 - 29min
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