Episodes

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...

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...

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 ...

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...

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 h...

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...

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 potent...

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, ...

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 talk...

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 p...

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...

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 ...

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 s...

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 tha...

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 qu...

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 ...

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 g...

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 r...

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 th...

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 asse...

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 sugge...

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@k2...

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 wea...

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 ...