The Weekly Wealth Podcast

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.allofmyasset...

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 Y...

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 chal...

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...

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. Mo...

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...

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 second...

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...

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 o...

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 val...

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 Fo...

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...

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: htt...

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 val...

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...

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...

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...

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. T...

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 fi...

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 investmen...

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  www.weeklywealthpodcast.com   and  email david@parallelfinancial.com with any questio...

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 Estat...

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...

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@parallelfinanci...

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