Episodes

In this episode, Ary, The Bad Ass Budget Babe talks about: 1. How do do a money date so that you can get money in order. and 2. What are the biggest money mindset blocks? For only $3, Ary is offering her MONEY DATES WORKBOOK ...

Instead have having a New Year's Resolution this year (that would only last a few weeks anyway), I am committing to some mindset and habit changes. These include: 1. Making a conscious effort to manage my: - Internal Dialog...

Here is a list of our top TWENTY lessons of 2020: Top 20 lessons from 2020 Allocation is important Emergency fund need to be emphasized. We must be able to adapt to varying conditions and financial environments. People care O...

What we believe influences our decisions. What we decide influences our actions. How we act influences our results. It is a never ending cycle, but we can learn to use the cycle in a manner that serves us well. In this ep...

Jordan Roberts is a financial advisor with Parallel Financial and discusses why small business owners might want to hire their children or other family members. He discusses the three types of taxes that can be eliminated an...

Laura Moon and Nicole Girouard are the hosts of the very popular ASK MORE, GET MORE show on Youtube. In this episode, we have an energetic conversation about: 1. Why boundaries are important when setting goals. 2. How to use...

2020 Has had its share of problems, but yet it is always important for all of us to remember all of which we need to be thankful. In this episode, we give several steps that can help you to achieve more and have even more to ...

In this candid talk, Bonnie Burkett teaches us some secrets of cutting college costs. One of her secrets is the CLEP and this is a great article that can take you through the process www.collegeinfogeek.com/clep . For a "gues...

In this episode, we discuss the ins and outs of Medicare and Medicare Supplement Plans with Lee Shaw. To contact Lee Shaw, please call 864 286-2276 or email walter.shaw@bcbssc.com To schedule your complementary financial co...

In this episode, we speak about THREE important investments that you should consider during the 2020 Presidential Election. For the thoughts of Parallel Financial's Chief Investment Officer, check out this episode, as well ht...

While most of our episodes focus on a financial tool or strategy, this episode features Dr. Melissa Macdonald as she discusses some ways to operate more healthily in your office and home office environments. Dr. Melissa MacDo...

With mortgage rates being at, or near, historic lows we thought it would be a good time to speak with a mortgage professional about the basics of new and refi mortgages. To speak with Lee Ayer, please call 864 958-2399 or ema...

In this episode, Parallel Financial Chief Investment Officer, Greg Towner discusses the upcoming election and how the markets might (or might not) be affected. We would love to know your thoughts, so email David@parallelfinan...

Long Term Care is a misunderstood topic, but if not properly planned for, it can cause devastating financial results. In this episode we answer the questions: 1. What is long term care? 2. What are the funding options for l...

In this episode, we give some simple steps to take, in the event of an unplanned job loss. They include: 1. Take the job loss as an opportunity to evaluate your options. 2. Make it your JOB to get a job or start a business. ...

Ziv Raviv is a successful businessman, engaging podcaster, and husband. In this episode, we discuss some of the common areas of disagreement that married couples have with regards to money and give three simple steps to work...

Like many of us, Keli Calderon and her husband mismanaged their personal finances and it began to affect all areas of their lives. When reaching the breaking point, they decided that something needed to be done and they dug ...

WIth years of experience as a daily money manager, Amy Carrick serves the needs of those who are in the most need of help. In this episode, we talk about the roles that a daily money manager can play and how Amy handles the ...

Having come from a family of life insurance professionals, Mark Chesson is an encyclopedia of Life insurance and it's advanced uses. In this episode, you will learn how ultra high net worth families use life insurance to gro...

For almost 18 years, my family and I lived in the same house. Earlier this year, we decided that it was time for a change and for us to move into town. The home selling and purchasing journey was fun, exciting, frustrating,...

In close to 2 decades of working with clients to build financial success, David Chudyk has found that there are eight universal truths that apply to everyone, regardless of income, net worth, and age. 1. You have to make the ...

Dan Rochon battled alcohol abuse and then built careers as a successful real estate agent, real estate trainer/coach, and real estate investor. In this episode, we talk about his journey and how investing in real estate can ...

Parallel Financial's Chief Investment Officer, Greg Towner examines: 1. Who and how stocks are determined to be "high quality" 2. Why are the portfolios that he manages primarily made up of quality stocks. 3. Psychological be...

Elizabeth Pampalone had a business that did not lack for revenue, but she never seemed to be able to compensate herself properly, for her efforts..... until she discovered profit first. Learn how the profitfirst concepts migh...