Episodes

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 the basics of insurance terms such as: 1. Indemnity 2. Risk retention, risk avoidance, risk transfer, and risk reduction. 3. Certificates of liability 4. Additional insureds. Most importantly, it is incredibly important that you are working with a competent insurance pro...

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 assets). 2. SBA/bank business loans 3. Leveraging your personal credit to help you to obtain low or no interest rate BUSINESS credit cards To download Patrick's FREE ebook, go to ein.credit/bluebprint If you have listened to any of the last 100 or so episodes of The Weekly ...

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 suggests the following measures: 1. Be sceptical of team. Trust must be earned. 2. Have numerous layers of controls with regards to the ability to make payments. 3. Hire secondary bookkeeper to audit books. To reach Mr. Tonsick, please Email john@tonsick.com or you can find ...

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@k2advisorsgroup.com for information that is specific to YOUR business. Don't forget to visit: www.weeklywealthpodcast.com www.allofmyassets.com www.allofmyassets.com/prescore www.allofmyassets.com/value-builder-score www.calendly.com/davidpf to set an appointment with David ...

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 wealth of knowledge in the financial planning and estate planning fields. If you are a business owner, take your valuebuilder score at www.allofmyassets.com/value-builder-score or simply visit www.allofmyassets.com to learn more about how to increase the value of your business. S...

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 companies for higher multiples (whether it be seller's discretionary earnings, EBITDA, or another measure) than companies that have lower value builder scores. Some of the valuable tools that we discussed were: https://www.allofmyassets.com/value-builder-score https://w...

In this episode, we discuss: 1. What working capital is. 2. Why it is so important for business owners and leaders to have a solid understanding of their working capital. 3. When working capital issues should be addressed. Make sure to visit Home - Blue Sky Business Resources (blueskyadvisors.net and you can reach Joe Milam via email at jmilam@blueskyadvisor.net or by calling 864 221-9335 For all of the money issues that might be keeping you up at night, make sure to email david@parallelfin...

Naadir was born in South Africa in 1997 and moved to America when he was 2 years old. His family moved throughout the South East until High School where he then called Greenville home. Finance and money has always been an interest to him, and going through the 2008 recession at such an impressionable age made him seek a better understanding of finance. He attended Clemson University and graduated with a degree in financial management in 2020 and would join Parallel Financial as an advisor in the...

In this episode, David and Tara Stand talk about how business owners and managers can be more effective and LESS productive. This is a fascinating discussion on business effectiveness and profitability. As a business leader, have you considered that being PRODUCTIVE is actually a bad thing? TO LEARN MORE ABOUT THE LOVE YOUR BUSINESS SUMMIT AND TO SIGN UP FOR THE EVENT PLEASE GO TO: http://bit.ly/3j5Oztc Don't forget that David Chudyk is always available for the financial questions/issues that ...

Small business owners struggle to: 1. Compete with the benefits packages of larger companies. 2. Afford health insurance coverage for their team. 3. Manage the employee experience 4. Protect their interests from a human resource standpoint. If you are interested in being introduced to Shawna Smith or her team at QUESTCO, email David@parallelfinancial.com To learn more about how to increase the value of your business so that you can sell it for a higher multiple when you are ready to sell OR...

Do you know: 1. What would happen to your loved ones, from a financial standpoint, if you die? Do you know if your property will go through probate? Do you know if your assets can be attacked by creditors? 2. What should your money do for you? What are your financial goals and WHY are they your financial goals? 3. If you are a business owner, what are the ways that you can increase the value of your business? As always, email david@parallelfinancial.com with any questions and don't forget to c...

During his collegiate basketball playing days and then during his time as a basketball performance coach, Alan Stein Jr., has learned that the secret to achieving greatness happens during the "unseen hours". Now, as a keynote speaker, Alan works with organizations to help them to achieve "more" and to move the needle towards their potential for greatness. To learn more, visit www.alansteinjr.com , www.strongerteam.com and make sure to connect with Mr. Stein on Linkedin For all of your financia...

As a buyer's agent in the Myrtle Beach, South Carolina market Vicki Durkin walks her clients through the entire home-buying process. In this episode we discuss: 1. Why a buyer's agent is important. 2. The costs associated with buyer's agents. 3. The difference between a buyer's agent and a seller's agent. 4. Some common mistakes that a good buyer's agent can help you to avoid when purchasing a property. Vicki Durkin can be reached via email at vickisellsthebeach@gmail.com and you can visit ...

Corbin Cook is a Fractional CFO, owner of a bookkeeping firm, and a Certified Value Builder Advisor. In this episode, David and Corbin discuss: 1. Why book keeping and accurate financial numbers are crucial to your business today AND when you start the selling process. 2. Simple steps that you can take that will help you to sell your business for a higher multiple when you are ready to sell. 3. The types of activities that business owners should get off of their own plates. To learn more about ...

The Labor Lawyer, Ryan Stygar discusses: 1. How to NOT get sued as an employer. 2. Commonly mis-used employment related terms. 3. Proper handling of tips 4. Salary vs. Salaried exempt vs. hourly guidelines. Ryan is a TIK TOK sensation and can be found @attorneyryan To contact Ryan or learn more about him and his practice CLICK HERE Make sure to email david@parallelfinancial.com with any of your financial questions Don't forget to visit www.allofmyassets.com and www.weeklywealthpodcast.com You ca...

Michael DiJoseph, CFA works with financial advisors to help them to properly bring value and coach their clients. In this fascinating discussion, Mr. DiJoseph talks about: 1. The influence of politics on the markets. 2. How to THINK about large portfolio losses. 3. The importance of planning for goals, as opposed to, simply attempting to receive the highest possible rate of return in an investment portfolio. Email david@parallelfinancial.com with your financial questions or visit www.calendly.co...

Cary Duke talks about simple strategies to make your business more visible on Google. Cary's website is adstrategies.co and he can also be reached on Linkedin www.linkedin.com/in/caryduke/ Don't forget to check out: www.allofmyassets.com www.allofmyassets.com/freedomscore www.weeklywealthpodcast.com and email david@parallelfinancial.com with any questions

Matt Cavanaugh and Tim Winfrey have decades of experience in the many areas of the real estate industry. They have also teamed up to form The Freedom Chasers Podcast where they talk with agents, investors, and other professionals that can help their listeners to build wealth in the real estate industry. Check out their show on APPLE PODCASTS, YOUTUBE, or join The Freedom Chasers Real Estate Sales and Investing Group on Facebook To reach David Chudyk, CFP(r) about any of your financial concerns...

If you are like many business owners, you have poured your heart and soul into your business but you have also neglected your own personal finances. In this episode, we discuss how to get the B A S I C S of your personal finances in shape and also how to optimize the potential sale price of your business. Vist www.allofmyassets.com to learn more or CLICK HERE to take get your PRE-SCORE which can give an indication of how ready you are to sell your business. As always, email david@parallelfinan...

After a successful corporate career in many leadership positions, Mike Ungar began a coaching practice. Mike believes that we, as entrepreneurs and leaders, can have better lives by working with a business coach. www.michaelungar.focalpointcoaching.com <-------- click to visit Mike's website and to get YOUR business growth score. With any financial related questions, email david@parallelfinancial.com Get your VALUE BUILDER SCORE Value Builder Score | All of Your Assets | South Carolina (allofm...

In this episode we describe the various methods of charitable giving. To ask your questions about this or any other financial planning topic, email david@parallelfinancial.com Make sure to visit www.weeklywealthpodcast.com and www.allofmyassets.com

"I can find any business $100,000 or more in less than 45 minutes... guaranteed", Howard Wolpoff If you are like many business owners, you are highly skilled with regard to your trade, but you struggle with a marketing message and lead nurturing program. Howard Wolpoff HELPS business owners to develop a MARKET DOMINATING POSITIONS. CLICK HERE to learn more about Howard and his processes As always, David Chudyk, CFP(r) is available for those money related questions that are keeping you up at n...

Doug Mitchell is an entrepreneur, podcaster, speaker, coach, father, and husband who has built successful sales organizations. In this episode we discuss: 1. Why core values are important. 2. What can a business leader do when "no one wants to work" 3. How to empower a sales team to achieve their goals. To learn more about how Doug can help you, visit www.txbizdad.com To sign up for the UPSTATE SMALL BUSINESS CONFERENCE, visit www.upstatesbc.com As always David Chudyk can be reached via emai...

Pj Reilly has unique methods of buying and selling vacant land. Whether you are interested in buying one piece of vacant land or learning how to grow your wealth through the buying AND selling of land, this episode could be for you. To learn more about his course, please visit www.landlifecourse.com and make sure to follow him on tiktok @pjreillyislandlife and check out his YOUTUBE Channel by CLICKING HERE Don't forget to check out David's new website www.allofmyassets.com to learn how to buil...