Parallel Financial News Interview We’re proud to share that Parallel Financial was recently featured on WSPA’s “Your Carolina” — a trusted local news program — where our founder David Chudyk and Ash Owens shared valuable advice on how [...]
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Categories: Weekly Wealth Podcast

Year-End Financial Planning for High Net Worth Individuals
In this episode, David Chudyk, a Certifed Financial Planner(tm) practitioner with Parallel Financial, discusses various financial planning strategies for high net worth and mass affluent individuals as the year comes to a close. He covers topics such as holiday spending plans, Roth IRA conversions, charitable giving, asset allocation reviews, business expense preparations, and end-of-year financial checks. Additionally, David emphasizes the benefits of performing a ‘happiness audit’ on spending, practicing random acts of kindness, and teaching children about money. Listeners are encouraged to reach out with questions or to consider working with David for personalized financial advice.
00:00 Introduction and Podcast Overview
01:34 Holiday Spending Plans
03:09 Understanding Roth Conversions
05:18 Charitable Giving Strategies
08:57 Year-End Investment Check-Up
10:43 Business Owner Year-End Tips
13:40 Non-Traditional Financial Planning
16:36 Conclusion and Contact Information
Thanksgiving Reflections: What We're Grateful For in 2024
24 Lessons Learned in 2024: A Year-End ReflectionThe next step is easy. Call us at 864-882-3781, or click below to start your insurance quote.
Parallel Financial News Interview We’re proud to share that Parallel Financial was recently featured on WSPA’s “Your Carolina” — a trusted local news program — where our founder David Chudyk and Ash Owens shared valuable advice on how [...]
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