Season 1

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 keynot...

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...

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 ...

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 ...

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 professi...

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.michaelu...

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 an...

"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 messag...

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 wh...

Many people feel as if insurance, mainly car insurance is a RIPOFF or a "RACKET". In this episode we discuss what car insurance really does for for you, what drives rates, and what you can do to make sure that you are paying...

Each year, September is designated as Life Insurance Awareness Month by LIMRA. In this episode, we talk about the following misconceptions: 1. Life insurance is too expensive 2. My workplace life insurance is too expensive. ...

Our habits shape who we are and shape our results. Sonya MacCrimmon talks about: 1. What habits are. 2. How habits are formed. 3. How habits can be built or broken. Please vist Sonya on instagram at http://www.instagram.com/...

Merriam-Webster defines Wealth as "abundance of valuable material possessions or resources", but when asked about "true" wealth most will give a definition that includes "freedom", "love", and "happiness". The following are...

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...

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...

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....

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 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 ...

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...