The Weekly Wealth Podcast
Episodes
Episode 63: Financial Lessons from the Covid-19 Pandemic
29 May 2021
Contributed by Lukas
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 yo...
Episode 62: The $520 Challenge and how YOU can help.
21 May 2021
Contributed by Lukas
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...
Episode 61: Cindy Arledge and the Three reasons why your family might not survive an inheritance.
15 May 2021
Contributed by Lukas
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 ...
Episode 60: Reducing the burden on your family... with Allen Pruitt
07 May 2021
Contributed by Lukas
As an insurance industry veteran, Allen Pruitt is passionate about helping his clients to plan for final and legacy expenses. If you are interes...
Episode 59: Credit reports, debt settlement, and collections for the high net worth with Sam Skye
01 May 2021
Contributed by Lukas
Credit and debt settlement expert discusses the basics of credit scores, debt settlement, and collections processes. To speak with Sam, call 855...
Episode 58: The Entrepreneur's Roadmap to Financial Success
23 Apr 2021
Contributed by Lukas
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 ...
Episode 57: How a ROCKSTAR morning routine can bring success.
17 Apr 2021
Contributed by Lukas
Coach Joe Lukacs works primarily with financial advisors in his coaching practice, but in this episode, he shares the success secrets that will work f...
Episode 56: Planning for financial aid and college scholarships with Cozy Whitman
09 Apr 2021
Contributed by Lukas
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...
Episode 55: Cassie Ferrer The NUMBERS NERD, your business, and your CASH FLOW.
02 Apr 2021
Contributed by Lukas
Cassie Ferrer works with individuals and entrepreneurs to develop cash flow strategies to provide peace of mind and financial stability. Cassie'...
Episode 55: The scoop on IRA's
26 Mar 2021
Contributed by Lukas
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 co...
Episode 54: Make the most of your STIMULUS CHECK
13 Mar 2021
Contributed by Lukas
With the passage of the Rescue America Plan, many Americans will be receiving Stimulus checks in the near future. CLICK HERE to access a Kiplin...
Episode 53: The HIDDEN (and often forgotten) jobs of your financial advisor
04 Mar 2021
Contributed by Lukas
We all know that most financial advisors manage money or provide some sort of investment advice or planning, but what ELSE should your financial advis...
Three MUST READ books
27 Feb 2021
Contributed by Lukas
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", ...
Getting UNSTUCK with Jessica Pilgrim of Pilgrimage Coaching
20 Feb 2021
Contributed by Lukas
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 Pilgr...
Climbing inside your WEIRD and FREAKY brain with Graeme Newell
13 Feb 2021
Contributed by Lukas
In this episode, Graeme Newell talks about the many causes of our bad financial decisions. To learn more about Graeme, please visit his website ...
Episode 49: Research and Development Tax Incentives.... can your business get them?
06 Feb 2021
Contributed by Lukas
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 fur...
Avoiding this least SEXY financial planning topic could cost you millions
30 Jan 2021
Contributed by Lukas
Personal umbrella policies protect your assets. For a very minimal amount of premium, just about anyone can have an additional million dollars or mo...
Episode 47: Aren't all "financial planners" the same?
23 Jan 2021
Contributed by Lukas
Are all "financial planners" the same? In this episode, we discuss the Certified Financial Planner(tm) designation... what it is, how does one obtai...
Episode 46: A conversation with The Bad Ass Budget Babe
14 Jan 2021
Contributed by Lukas
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 m...
Episode 45: Why my New Year's Resolution is to NOT have New Year's Resolutions in 2021
09 Jan 2021
Contributed by Lukas
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 chang...
EP 44: Our top 20 lessons learned (or reinforced) in 2020!
30 Dec 2020
Contributed by Lukas
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 mus...
EPISODE 43: Our Core Beliefs
18 Dec 2020
Contributed by Lukas
What we believe influences our decisions. What we decide influences our actions. How we act influences our results. It is a never ending cycle, ...
EPISODE 42: How hiring your children might save taxes and help your kids to become financially responsible with Jordan Roberts
10 Dec 2020
Contributed by Lukas
Jordan Roberts is a financial advisor with Parallel Financial and discusses why small business owners might want to hire their children or other famil...
Using boundaries to build personal financial success
01 Dec 2020
Contributed by Lukas
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 conve...
Thanksgiving 2020
26 Nov 2020
Contributed by Lukas
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 ...
College cost cutting SECRETS with Bonnie Burkett
21 Nov 2020
Contributed by Lukas
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 articl...
Medicare and Medicare Supplements with Lee Shaw
15 Nov 2020
Contributed by Lukas
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 ...
Three investments that can not lose, during the 2020 Presidential Election
02 Nov 2020
Contributed by Lukas
In this episode, we speak about THREE important investments that you should consider during the 2020 Presidential Election. For the thoughts of Parall...
MACPERFORMANCE, with Dr. Melissa Macdonald
28 Oct 2020
Contributed by Lukas
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 mo...
Everything you ever wanted to know about mortgages with Lee Ayer
23 Oct 2020
Contributed by Lukas
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 ...
The 2020 Presidential Elections, your money, and the Markets, with Greg Towner
17 Oct 2020
Contributed by Lukas
In this episode, Parallel Financial Chief Investment Officer, Greg Towner discusses the upcoming election and how the markets might (or might not) be ...
The ABC's of LTC
11 Oct 2020
Contributed by Lukas
Long Term Care is a misunderstood topic, but if not properly planned for, it can cause devastating financial results. In this episode we a...
I have lost my job... NOW WHAT?
03 Oct 2020
Contributed by Lukas
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 e...
Overcoming Money Arguments in Marriage ... with Ziv Raviv
25 Sep 2020
Contributed by Lukas
Ziv Raviv is a successful businessman, engaging podcaster, and husband. In this episode, we discuss some of the common areas of disagreement tha...
The Smart Money Academy, with Keli Calderon
17 Sep 2020
Contributed by Lukas
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...
Who does a Daily Money Manager Serve? With Amy Carrick
11 Sep 2020
Contributed by Lukas
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 ...
Mark Chesson and advanced uses of life insurance
05 Sep 2020
Contributed by Lukas
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...
Driving to the wrong house... are your habits serving you well?
28 Aug 2020
Contributed by Lukas
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 int...
David Chudyk's Eight Strongly Held Opinions for Financial Success
20 Aug 2020
Contributed by Lukas
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 e...
Personal development and The Real Estate Evolution with Dan Rochon
11 Aug 2020
Contributed by Lukas
Dan Rochon battled alcohol abuse and then built careers as a successful real estate agent, real estate trainer/coach, and real estate investor. ...
Greg Towner discusses how investing in high quality stocks can reduce long term volatility (and help YOU to sleep at night).
04 Aug 2020
Contributed by Lukas
Parallel Financial's Chief Investment Officer, Greg Towner examines: 1. Who and how stocks are determined to be "high quality" 2. Why are the portfoli...
How Elizabeth Pampalone transformed her business with profitfirst
30 Jul 2020
Contributed by Lukas
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........
College planning with Dr. Jen Price
21 Jul 2020
Contributed by Lukas
For over 20 years, UVISEME (You-vize-me) Founder Jenifer Price, PhD, LMSW has offered strategic advice to high school, early career adults, and their ...
2020 - a new world.... how will you prosper in the second half?
17 Jul 2020
Contributed by Lukas
We are just past the halfway point of one of the craziest and unpredictable years in lifetimes. From Covid to protests and yes.... maybe the mur...
From the major leagues to financial advising .... how pro baseball prepared Steve Tolleson to serve his clients at the highest of levels
14 Jul 2020
Contributed by Lukas
In his work as a financial advisor for high net worth individuals and business owners, Steve Tolleson uses many of the skills that he used to make it ...
Does your business need affordable access to legal service?
07 Jul 2020
Contributed by Lukas
Running a small business puts an owner in a position where they have to be a master of many skills. From marketing to management to human resour...
Crashes and Taxes with Rebecca Walser
01 Jul 2020
Contributed by Lukas
In this episode, we have a fascinating discussion about the pitfalls of pre-tax investments. As a tax attorney, Rebecca has some strong opinions...
Qualified Retirement plans for your business, with Andy Pooser AIF, QPFC, QKA
23 Jun 2020
Contributed by Lukas
With years of experience in the qualified retirement plan arena, Andy Pooser shares his knowledge of business retirement plans and their guidelines. ...
All things ANNUITIES with Jon Bussert
18 Jun 2020
Contributed by Lukas
Jon Bussert has spent years in the annuity business and helps financial advisors to determine which types of annuities can most benefit their clients....
Affordable legal access for YOU and your family
09 Jun 2020
Contributed by Lukas
In this weeks episode, Dana Swarner talks about the importance of legal representation and how to obtain it on a very affordable basis. If you w...
Personality ISN'T Permanent with Dr. Benjamin Hardy
03 Jun 2020
Contributed by Lukas
In this fascinating discussion with Dr. Benjamin Hardy, we discussed the concept of "future self" and the limiting labels that we put on ourselves an...
How Betty Kempa helps Senior Level Executive Women move from unfulfilling jobs to careers that they love
26 May 2020
Contributed by Lukas
Betty Kempa works primarily Senior Level corporate women, but her principals will apply to just about anyone. In this episode, Betty talks about...
What is Long Term Care and Assisted Living? with Tony Medlin
21 May 2020
Contributed by Lukas
In this episode, Tony Medlin discusses some myths regarding Long Term Care and assisted living. If you are in the upstate of South Carolina and ...
What is a financial plan and why do I need one? with Patrick Sherman
12 May 2020
Contributed by Lukas
It today's episode, we talk about financial planning and why investment management is only one component of a sound financial plan. To reach Patrick S...
Fearless Pursuits with Sharon Lee
06 May 2020
Contributed by Lukas
Sharon Lee talks about self-limiting beliefs and her own struggle from abuse and homelessness to success. For more information about Sharon and ...
Life lessons and commercial real estate with David Redmond
28 Apr 2020
Contributed by Lukas
David Redmond discusses how commercial real estate can be one of the tactics used to build wealth and income. If you are interested in contactin...
Tornadoes and claims with Jessica Owens
21 Apr 2020
Contributed by Lukas
Agency Manager, Jessica Owens, discusses how home insurance claims are handled and some basics of what YOUR responsibilities are, in the event of dama...
How High INCOME Investors can fund real estate investments with their federal tax liability, with Gordon Short
20 Apr 2020
Contributed by Lukas
Gordon Short discusses how Accredited Investors can invest in projects to receive economic and tax benefits generated by government sponsored inc...
RICH HABITS with Tom Corley
14 Apr 2020
Contributed by Lukas
In this episode, Tom Corley discusses: 1. The habits that the rich have (that the poor don't have) 2. The four ways to accumulate wealth 3. Tips on ho...
Estate Planning with Attorney, Rick McDuff
08 Apr 2020
Contributed by Lukas
Rick McDuff shares his knowledge about the "trinity" of estate planning documents that he recommends everyone to have. Rick also discusses some of t...
Millenial Money with Peyton Hoppes
01 Apr 2020
Contributed by Lukas
During this episode, Financial Advisor, Peyton Hoppes dispels some of the myths about millenials and provides some sound tips for common financial iss...
Stress... what it is, what it does to us, and how we should handle it, a conversation with Michaela Tomberlin
26 Mar 2020
Contributed by Lukas
In everyday life we all face stress on a constant basis. In this episode, we talk with counselor, Michaela Tomberlin about some strategies that we c...
Finding financial positives within the negatives
24 Mar 2020
Contributed by Lukas
With social distancing, layoffs, and working from home, many of us now have the free time to dedicate to making the important financial decisions that...
Back to BASICs of personal finance during the COVID-19 Pandemic
17 Mar 2020
Contributed by Lukas
We can't control the corona virus, we can't control monetary policy, we can't control business shutdowns, but we can control the BASICs of our on fina...