Unlocking Financial Insights: Welcome to Prime Perspectives
Listen Now
A Podcast by Prime Portfolio Planning
Prime Perspectives is where we bring industry leaders, financial specialists, and HR professionals together to discuss the latest trends in financial planning, portfolio management, and personal development. Whether you're a business owner, HR professional, or someone looking to gain an edge in personal finance, our podcast delivers practical insights you can apply today.
MORE EPISODES
"Show Me the Valuation: A CPA’s Insight on Exit Planning"
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
"ARK NextGen Disruption: AI, Autonomous Vehicles, Blockchain, Gene Editing…"
Keith Galicia interviews Ryan Hodapp from ARK Invest. They talk about the next generation of disruptive innovation. #AI #Autonomousvehicles #blockchain
"Inside the Hiring Mind: An HR Guru's Guide to Acing the Job Hunt"
Tune in as we explore the ins and out of "The Job Hunt." We discuss everything from the resume to accepting the job offer through the eyes of an HR Guru!
"Exit Planners Anonymous: A Conversation w/Scott Snyder"
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.
"Not Your Grandma's Portfolio: Alternative Investments"
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
"The Mortgage Maze: Navigating the Complexities of Buying a Home from a Lending Pro"
Keith Galicia has a conversation with Jimmy Lopez. Jimmy Lopez is a mortgage lender. He guides you through the process of getting a mortgage loan. #homebuyer #mortgage #firsttimehomebuyer #investment
"Pension Puzzles: Cracking the Code for Company Success"
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, git it a view! #retirement #businessowner #financialplanning #hr
"Business Owner's Health Plan Hacks: The Arts of Self-Funding"
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