The Weekly Wealth Podcast

The Weekly Wealth Podcast

Exploring the Mindsets, Tactics, and Strategies to help you to build and maintain WEALTH.

Exploring the MINDSETS, TACTICS, and STRATEGIES that can help you to build and maintain WEALTH.

Recent

Nov. 1, 2024

Ep: 192 Unlocking the Secrets of Net Unrealized Appreciation: A Deep Dive with the Professor

Email david@parallelfinancial.com or Justin@parallelfinancial.com Don't forget to visit www.weeklywealthpodcast.com CLICK HERE to download the FREE EBOOK, INSIDE THE MIND OF AN ACQUIRER: Understanding the Potential Buyers of…
Oct. 25, 2024

Episode 191: Money Matters: Building Trust and Teamwork in Relationships

Email david@parallelfinancial.com with any questions Follow us on Instagram ! Like us on Facebook ! Schedule a time to meet ! Money is often the number one stressor in relationships, and in this episode, David Chudyk and cou…
Oct. 18, 2024

Episode #190: The Truth About Tax Credits: Are They Too Good to Be True?

Email david@parallelfinancial.com with any questions Follow us on Instagram ! Like us on Facebook ! Schedule a time to meet ! This week on the Weekly Wealth Podcast, we delve into the often-overlooked world of tax credits an…
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…

Recent Blog Posts

Strategic Retirement Planning with NUA: Maximizing Your Savings

In our latest episode, "Ep: 192 Unlocking the Secrets of Net Unrealized Appreciation: A Deep Dive with the Professor," we explored the intricacies of Net Unrealized Appreciation (NUA) and how it can significantly impact your retirement planning. Thi…

Money & Relationships: Why Open Communication is Key

The Impact of Money on Relationships Money is a powerful force that can profoundly influence the dynamics of a relationship. It's not just about the numbers; it's about values, beliefs, and deeply held emotions. How we approach money often reflects…

Unlocking Your True Calling: How to Discover Your Passion and Pursue It

In this blog post, we delve into the exciting world of discovering your true calling, exploring the power of introspection, practical steps to identify your passion, and the strategies to make the leap towards a fulfilling career. We'll also touch o…