19 episodes

FINANCIALLY/COVERED gives insurance agency owners the tools to:
- Gain (or regain) the love for what they do.
- Spend more of their work week on activities that they enjoy doing.
- Increase revenue streams.
- Manage staff effectively.
- Navigate all of the complex issues that business owners face.
- Make educated financial decisions (both business and personal)

FINANCIALLY/COVERED ... a podcast for insurance agency owners, their money, and their profits. David Chudyk

    • Entrepreneurship
    • 5.0 • 4 Ratings

FINANCIALLY/COVERED gives insurance agency owners the tools to:
- Gain (or regain) the love for what they do.
- Spend more of their work week on activities that they enjoy doing.
- Increase revenue streams.
- Manage staff effectively.
- Navigate all of the complex issues that business owners face.
- Make educated financial decisions (both business and personal)

    Taking your agency to the NEXT LEVEL through PODCASTING with Dave Stewart

    Taking your agency to the NEXT LEVEL through PODCASTING with Dave Stewart

    In this episode, self proclaimed podcast ADDICT and podcaster, Dave Stewart talks about "starting ugly" and gives some simple instructions on how to begin your agency's podcasting journey.  Do join Dave's FREE 30 day podcasting challenge, go to www.outdoorsonline.co/financial 

    As always, for all questions, money related, email me at David@parallelfinancial.com or CLICK HERE to book a complementary 30 minute consultation 


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    • 27 min
    All things 401(k)... with Andy Pooser, AIF, QPFC, QKA

    All things 401(k)... with Andy Pooser, AIF, QPFC, QKA

    Let's face it, insurance agency owners are business owners and it is SO easy to spend excessive amounts of time working in the business, instead of on the business.  In this episode, Andy Pooser discusses some rules and regulations behind 401(k) plans, the benefits of the plans, and reasons why a good Third Party Administrator is essential to ensure compliance to IRS guidelines.

    If you would like to discuss your current retirement plan or a new retirement plan, please email David@parallelfinancial.com and we can arrange a time either in person or via zoom for a 20 minute conversation.

    Also, be on the lookout for details about our upcoming virtual summit!


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    • 32 min
    Your agency identity.

    Your agency identity.

    it is always a great idea to take a look at your agency identity and decide if you are where you should be.  Are you serving the clients that you and your team are uniquely qualified to serve in the ways that you are uniquely qualified to serve them?  In this episode, I talk about a transition that I made in my business to replace myself in my agency and putting the majority of my efforts into the area where I am most passionate - Financial Planning.  I hope that you will take a few minutes to determine if any changes need to be made in your agency so that you will have #noregrets!



    If you ever have any business or personal financial planning questions, please email david@parallelfinancial.com


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    • 8 min
    Positioning you and your agency was WORKER'S COMP EXPERTS with Kevin Ring

    Positioning you and your agency was WORKER'S COMP EXPERTS with Kevin Ring

    Kevin Ring, of the Institute of Workers Compensation Professionals discusses how your agency can become more valuable to your clients and prospects by being known as the preeminent worker's compensation expert in your area.

    Please visit www.workcompprofessionals.com or email Kevin@Iwcpro.com



    Should you ever have any questions about your business or personal financial planning, please email David@Parallelfinancial.com




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    • 34 min
    Funding real estate investments with your Federal Tax Liability for the HIGH INCOME investor with Gordon Short

    Funding real estate investments with your Federal Tax Liability for the HIGH INCOME investor with Gordon Short

    Gordon Short discusses how Accredited Investors can invest in projects to receive economic and tax benefits generated by government sponsored incentives. Investors can also receive the satisfaction of preserving our nation’s historic structures while creating jobs and economic opportunity in cities throughout the United States.

    For more information, please email David@Parallelfinancial.com.

    Please remember to consult with your own tax and legal advisors.


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    • 18 min
    Attorney Rick McDuff discusses the CARES act and what it means to you

    Attorney Rick McDuff discusses the CARES act and what it means to you

    Join us to learn what the CARES act means to employers and employees.  If you need to speak with Rick for this or any other issue, please call 864 882-2466 or email rick.mcduff@att.net

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    • 17 min

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4 Ratings

4 Ratings

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