The Weekly Wealth Podcast

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...

These three books can be game changers in your life! 1. "Doesn't Hurt to Ask... Using the Power of Questions to Communicate, Connect, and Persuade", by Trey Gowdy. 2. "Personality isn't Permanent", by Benjamin Hardy, PhD 3. "Rich Habits", by Thomas C. Corley, CPA, CFP, M.S. To schedule your appointment with David Chudyk, email David@parallelfinancial.com

If you are feeling stuck in your business or personal lives, it could be your thoughts that are holding you back.  In this episode, Jessica Pilgrim discusses how our thoughts and attitudes can either help us or hinder us.  She also provides some simple and effective tips and exercises to hel you to get UNSTUCK. To reach Jessica, please email Jessica@boldllc.net To schedule your 30 minute...

In this episode, Graeme Newell talks about the many causes of our bad financial decisions.  To learn more about Graeme, please visit his website at www.graemenewell.com and also CLICK HERE to go to his youtube channel. As always, to schedule your financial consultation, email David@parallelfinancial.com 

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, clic...

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 d...

Here is a list of our top TWENTY lessons of 2020: Top 20 lessons from 2020 Allocation is important Emergency fund need to be emphasized. We must be able to adapt to varying conditions and financial environments. People care Opportunities always exist Account balance only really matters when (or close to when) you need to use that money Your financial plan includes more than your retirement plan ba...

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 Dial...

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 alw...

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 HER E...

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 m...

In this candid talk, Bonnie Burkett teaches us some secrets of cutting college costs.   One of her secrets is the CLEP and this is a great article that can take you through the process www.collegeinfogeek.com/clep . For a "guestimate" of your family's "Expected Family Contribution", please visit https://fafsa.ed.gov/spa/fafsa4c/#/landing Bonnie's Book can be found via this amazon link https:/...

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 p...

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 Performa...

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 e...

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...

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 BUsine...

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 teenage...

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 t...