Exploring the Mindsets, Tactics, and Strategies to help you to build and maintain WEALTH.
Featured Episodes
These are some of our most popular episodes.
Episode 108: How to NOT be a JERK of an employer
Season 1 •
Episode 108
Ep. 125 Why Parallel?
Season 1 •
Episode 125
Recent
Oct. 11, 2024
Are You Stuck in a Dead-End Job? Tips for Making the Leap to Freedom
Email david@parallelfinancial.com with any questions Follow us on Instagram ! Like us on Facebook ! Schedule a time to meet ! If you find yourself stuck in a dead-end job, feeling unfulfilled and yearning for change, this co…
Oct. 4, 2024
Disaster-Proof Your Finances: Lessons from Hurricane Helene
As always, email david@parallelfinancial.com with any questions. Schedule a Chat Hurricane Helene has caused significant destruction across several states, particularly in North Carolina, prompting Certified Financial Planne…
Sept. 27, 2024
Ep 187: The Safety net that you need, but probably don't have
Schedule a Chat (weeklywealthpodcast.com) Email your questions to DAVID@PARALLELFINANCIAL.COM This week's episode talks about a neglected risk management tool... DISABILITY INSURANCE. It the core, disability insurance protec…
Sept. 20, 2024
Ep 186: The insurance industry is a dumpster fire right now.
Email david@parallelfinancial.com with any questions. Download the e-book ENDGAME at www.weeklywealthpodcast.com/endgame CLICK HERE to set your time to speak with David If you are in SC, NC, or GA and have any property and c…
Sept. 13, 2024
Ep 185: You MUST know these answers
In this episode of the Weekly Wealth Podcast, host David explores the impact of financial habits, behaviors, and philosophies on our lives. He encourages listeners to reflect on key questions such as "What does money mean to…
Sept. 6, 2024
Ep 184: Ask the Professor...
In this episode of the Weekly Wealth podcast, the focus is on understanding the Solo 401(k) plan, a valuable tool for entrepreneurs and business owners. Host David introduces a new monthly segment called "Ask the Professor,"…
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Recent Blog Posts
Buffer Assets: A Lifeline During Market Downturns
Introduction: Understanding Buffer Assets
Amidst the volatility of financial markets, it's crucial to have a solid defense mechanism to protect your portfolio. Buffer assets play a pivotal role in this regard, serving as a cushion that absorbs the …
Nudging for Success: How Financial Advisors Help You Stay on Track
Unveiling the Power of Nudging in Financial Planning
In the world of finance, there's more to achieving financial success than simply crunching numbers and creating spreadsheets. Behavioral science plays a crucial role in shaping our financial deci…
Unlocking the Hidden Benefits of Life Insurance: Beyond Death Protection
Introduction: Unlocking Hidden Benefits of Life Insurance
Life insurance, often associated solely with death protection, offers a wealth of underappreciated benefits. This article delves into the non-traditional uses of life insurance, empowering y…