Episodes

Jonathan Feniak helps business owners to determine if wyoming based holding companies and other risk management techniques are appropriate. To connect with Mr. Feniak please visit his website at www.wyomingllcattorney.com. ...

Greenville, South Carolina based Attorney, Justin Hamrick discusses one of the biggest mistakes that he sees parents make with regards to their life insurance and beneficiary forms. To contact Mr. Hamrick, please visit his we...

During the times of our business and professional lives, where we need the services and advice of an attorney, it is crucial to pick the lawyer who is most suited to us. Christopher Melcher has over 2 decades of experience w...

Michelle is a technician of financial planning, investment, and wealth management, but what differentiates Michelle from other financial advisors is that she has spent the last two-plus decades studying the unconventional, no...

ARE YOU READY TO TURN YOUR TRIUMPH INTO TRAGEDY? Sarah K. Ramsey is a coach that helps her clients to break old patterns and get unstuck more quickly than they ever thought possible. In this episode we discuss mindsets as th...

As an insurance professional, Jessica Owens helps clients to manage their risks and obtain the right insurance protection. If you would like to speak with Jessica about your specific insurance situation, please call 864 882-...

As the country is moving towards normalcy, here are some of my thoughts about the financial lessons to be learned from the pandemic? What are your thoughts? What did you learn? To schedule your 30 minute consultation with D...

In 2018, I began to work, in conjunction with Foothills Care Center on a year long, comprehensive financial literacy class. The idea was to help teach participants how to "redirect" $10 per week into a savings account and th...

After the loss of her parents, Cindy Arledge dealt with the pain and family turmoil that was involved with the settling of her parents' estate. Cindy is passionate about helping other families to avoid the same issues and to ...

As an insurance industry veteran, Allen Pruitt is passionate about helping his clients to plan for final and legacy expenses. If you are interested in speaking with Allen, please call 864 723-1917 or email allenpffl@gmail.co...

Credit and debt settlement expert discusses the basics of credit scores, debt settlement, and collections processes. To speak with Sam, call 855 291-7557 or visit his website at www.creditcrb.com To schedule your consultatio...

In this episode we discuss SEVEN areas of consideration for your business. They include: 1. Decide what you want your business to be. 2. Retain a great internal team. 3. Retain a great external team. 4. Manage cash flows. 5....

Coach Joe Lukacs works primarily with financial advisors in his coaching practice, but in this episode, he shares the success secrets that will work for any profession. As always, to schedule your 30 minute call with David Ch...

Cozy Whitman discusses the various sources and types of financial aid for college students and what to look for when selecting a college. Visit https://collegeinsidetrack.com/ to learn more about College Inside Track and to s...

Cassie Ferrer works with individuals and entrepreneurs to develop cash flow strategies to provide peace of mind and financial stability. Cassie's academic background includes a BA in Finance and Marketing and an MBA. She is...

With the tax filing deadline being extended to May 17, 2020 this episode takes a brief look at the basics of IRA's and Roth IRA's. To schedule you consultation with David Chudyk email david@parallelfinancial.com or visit www....

With the passage of the Rescue America Plan, many Americans will be receiving Stimulus checks in the near future. CLICK HERE to access a Kiplingers.com article that contains details, income restrictions, etc., for the latest ...

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 ...

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. "...

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. Sh...

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 alw...

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 situ...

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 financia...

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 financia...