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🎙️ Episode Overview

In this episode, host David Chudyk, CFP®, kicks off the Fall Webinar Series with a powerful conversation with Greg Towner, Chief Investment Officer at Parallel Financial. Together, they dive deep into the guiding principles of portfolio management and the importance of investor behavior.

Greg introduces the QRLT framework (you’ll have to listen in to discover what each letter stands for!) and shares insights into how disciplined, rules-based investing can help investors avoid the costly pitfalls of fear, greed, and emotional decision-making.

Whether you’re an experienced investor or just starting to think about your financial future, this episode offers timeless lessons on quality investments, tax efficiency, and building long-term wealth.

What You’ll Learn in This Episode:

• ✅ The QRLT investment process and why it matters for your portfolio
• ✅ How fear, greed, and overtrading erode returns—and how to avoid them
• ✅ Why rules-based investing creates better long-term outcomes
• ✅ The role of tax efficiency in wealth preservation
• ✅ Insights from the live Q&A, including questions from listeners like Archie Johnson

About Our Guest: Greg Towner

Greg Towner is the Chief Investment Officer at Parallel Financial. With decades of experience in portfolio management, he combines deep knowledge of markets with a disciplined, process-driven approach to building investment strategies that help clients achieve financial security.

About the Fall Webinar Series

This conversation with Greg is the first in a three-part Fall Webinar Series hosted by Parallel Financial. Upcoming sessions include:

• September – Greg Towner on portfolio management and investor behavior
• October – Gordon Short on historical tax preservation trusts
• November – Kam Knight on mindset and behavioral finance

Connect with Us

📧 Email David directly: david@parallelfinancial.com

🌐 Learn more: www.parallelfinancial.com

🎧 Listen to past episodes: The Weekly Wealth Podcast