PRIME PERSPECTIVES

PRIME PERSPECTIVES

Keith Galicia a CFP® Practitioner looks to provide actionable ideas to help you pursue your financial goals. #financialplanning #investments #financialfreedom #businessowner #businessstrategy

Episodes

December 18, 2024 40 mins

Keith Galicia interviews Scott Garrison, Certified Exit Planning Advisor. They discuss the strategies used by businesses to have a successful exit plan. #business #financial Planning #Exit Strategy

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Keith Galicia has a conversation with Josh Elohim to discuss the differences between Term and Permanent Insurance. #insurance #financialplanning #riskmanagement

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Keith Galicia interviews John Duffield, CPA. They discuss strategies and insights on how a CPA can enhance the exit strategy for business owners. #businessowners #financialplanning #investments

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Keith Galicia has a conversation with Jimmy Lopez. Jimmy is a mortgage lender. He guides you through the process of getting a mortgage loan. #homebuyer #mortgage #firsttimehomebuyer #Investment

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Keith Galicia has a conversation with Scott Snider. He is the president of the Exit Planning Institute. They discuss how the value of a Certified Exit Planning Advisor and how this person can help a business owner with an exit on their terms. #investment #businessowner #exitstrategy

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Keith Galicia interview Ryan Hodapp from ARK Invest. The talk about the next generation of disruptive innovation. #AI #Autonomousvehicles #blockchain

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Keith Galicia interviews Tom Nawrocki. He has years of experience in retirement plan design for business owners. If you want to look under the hood of retirement plan design, give it a view!! #retirement #businessowner #financialplanning #hr

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Keith Galicia interviews Deborah Hankins and Angelica Hernandez. They go in depth on the advantages of creating a business owner's self-funded health plan for themselves and their employees. #hr #businessowner #Healthplan

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Keith Galicia speaks with Jeff Stern. He is a former crypto, asset management and hedge fund strategist. They discuss Liquid Alternative Investments and how they can complement your portfolio. They also discuss fixed income strategies with the potential Fed rate cuts. #fedratecuts

#investments #Alternativeinvestments

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Tune in as we explore the ins and outs of "The Job Hunt". We discuss the steps from resume to accepting a job offer through the eyes of a HR Guru!! #hr #jobinterview #resume

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