FINANCIALLY/COVERED ... a podcast for insurance agency owners, their money, and their profits.
David Chudyk
24 episodes
6 days ago
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)
All content for FINANCIALLY/COVERED ... a podcast for insurance agency owners, their money, and their profits. is the property of David Chudyk and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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)
BONUS EPISODE on the recent market volatility with Parallel Financial Partners co-founder, Brian Boughner, CFA
FINANCIALLY/COVERED ... a podcast for insurance agency owners, their money, and their profits.
5 minutes 24 seconds
5 years ago
BONUS EPISODE on the recent market volatility with Parallel Financial Partners co-founder, Brian Boughner, CFA
In this episode, Brian Boughner, CFA discusses some mindets and concepts that investors should keep in mind during these times of market volatility. While some investors are acting out of fear, others are seeing these events as buying opportunities, portfolios should be designed in a way that helps investors to sleep at night. As Brian discusses, many factors in the economy are fundamentally strong at historic levels, but this could also be an opportunity for investors to evaluate their risk of their portfolios.
If you would like to have a conversation about the construction of your accounts, please email david@parallelfinancial.com. Our firm has tools that can help you to determine if your portfolio has the right amount of risk and safety for YOU
FINANCIALLY/COVERED ... a podcast for insurance agency owners, their money, and their profits.
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)
