พอดคาสท์ Prism Insurance Agency ชั้นนำ (2024)

1
How John Protected His Family & Business From Losing Everything 21:42

6y ago21:42

21:42

If you didn’t wake up tomorrow, would your family be able to pay the bills? Or would they struggle to make ends meet, on top of dealing with the grief of losing a family member? Craig Wiklund joins us to share his heartfelt story of how he helped his dear friend and client build a meaningful plan to protect his family and business – just in time. L…

1
Position Yourself For Financial Success 25:52

6y ago25:52

25:52

Is it possible to create financial certainty when facing an uncertain future? With an unpredictable market, changing horizons of Medicare, social security and taxes… how can you prepare a bright financial future for yourself? Joins our discussion to discuss how you can strategize for success.Get a retirement plan for you by going to:https://www.myp…

1
A New Look At Life Insurance 16:01

6y ago16:01

16:01

The landscape of life insurance has changed quite a bit over the past several years. Industry expert Jim Kerley joins us to discuss new research findings on how Americans can afford, use, and better understand life insurance. Learn about new things to consider when using life insurance as a tool for financial security while living, in your estate p…

1
Economic Trends That Could Affect Your Wallet 22:50

6y ago22:50

22:50

In our global world, our personal choices and finances are more connected than ever before. Joining Prism Insurance Agency is Gibran Nicholas, Real Estate Expert and Trend-Spotter, to explore some of the recent trends in the market that may have a financial impact that we need to prepare for. Gibran sheds light on how current choices made by the mi…

1
The Art Of Why 20:20

6y ago20:20

20:20

What drives our actions? What role does uncertainty, habit, and a need for protection play in our decisions? Steve Luckenbach, financial advisor and author of a new book joins Prism Insurance Agency. Steve discusses the “why” of our actions so you can learn how take advantage of the way you think…in order to get the results you want.Make sure your …

1
Saving For College Made Easy 24:45

6y ago24:45

24:45

Can you think of a better gift to offer future generations than education? A little bit of pre-planning can help alleviate debt for students and open up financial options for the whole family. This episode's guest is 529 College Savings expert Jeff Roche, here to discuss the major advantages of 529 plans, their influence on taxes and student financ…

1
What Schools Aren’t Teaching Your Kids 17:28

6y ago17:28

17:28

How do the tech-savvy millennial generation and the financial industry fit together? As young consumers, aged 18-35, what should they consider when planning for a bright future? Joining Prism Insurance Agency is Juli McNeely, President of the National Association of Insurance and Financial Advisors, here to discuss the financial tools available to …

1
Your Biggest Purchase – What You Need To Know 24:00

6y ago24:00

24:00

One of the biggest purchases you will make in your lifetime is your home. Between the series of financing decisions, piles of legal paperwork, and the process of touring properties, it can be a lot to manage! Do you have the right professionals on your team? What needs to happen between making the decision to become a homeowner, and closing on a pr…

1
Make The Most Of Your Retirement Savings 20:21

6y ago20:21

20:21

How much money should you be saving for retirement? What’s the difference between a Roth IRA and a 401(k)? What’s the best option for your financial situation and your tax bracket? As an employer, what plan should you set up for your team? Join Prism Insurance Agency as we explore your options to maximize your retirement contributions.Make sure you…

1
The Asset You Didn’t Know You Had 17:59

6y ago17:59

17:59

Do you consider insurance to be an asset, or just another premium you pay each month? With life insurance, it is truly an asset – as long as your policy is in force, it will contractually pay a death benefit. What if your need for life insurance isn’t there anymore? What if you can’t afford the premiums, but still need some coverage? Join us as we …

1
Is Owning Life Insurance Worth It? 16:34

6y ago16:34

16:34

Do you know what the value is of your life insurance? How do life insurance products work? What tax benefits do they provide? How do you find the right amount of coverage? Marv Feldman, CEO of the nonprofit organization Life Happens, joins us.Get a No Obligation Life Insurance Quote by going to:https://www.myprisminsurance.com/life/…

1
Career Opportunities and Job Placement Tips 17:43

6y ago17:43

17:43

Whether you’re considering a new field of study, preparing for a job interview, or looking for career advancement, the employment landscape can seem daunting. Joining us this week on Prism Insurance Agency's podcast is Job Placement Coordinator Tom Sinsky, who advises students on the interview process at South Coast College. Whether you’re a young …

1
Traveling During Retirement 27:04

6y ago27:04

27:04

What if you could “sit back, relax, and enjoy the journey” of retirement? This week’s guest encourages you to do just that! Scott Lopas, Founder of Kettle Moraine Tours, joins Prism Insurance Agency to fill you in on the benefits of group travel – exclusive ticket deals, options for all kinds of budgets, and opportunities to socialize and get back …

1
Critical Documents To Consider 18:47

6y ago18:47

18:47

You may have created a will, but there are a few other critical documents to consider that people often overlook. Joining us at Prism Insurance Agency is Attorney Rob Melick, to discuss the advantages of and differences between trusts, wills, and healthcare and financial powers of attorney. We’ll take a look at a few real-life examples of the power…

1
There’s No Place Like Home 20:57

6y ago20:57

20:57

“There’s no place like home.” As we consider our futures, many people would prefer to stay in their home well into retirement and beyond. It is essential to have a Long Term Care plan, whether that involves insurance, home remodeling for accessibility, or putting family support in place. Join us for this week’s episode with Rob Horkheimer, a practi…

1
Explode Your Revenues With LinkedIn 18:45

6y ago18:45

18:45

If you haven't checked out LinkedIn yet, you need to! As an employee or an employer, this networking site is full of tools for you. You can use it to find a new job, market your business, connect with the right people for prospecting - the possibilities are endless! Listen in with LinkedIn guru Wayne Breitbarth, who shares some tips on making the m…

1
Managing & Reducing Your Biggest Expense 22:45

6y ago22:45

22:45

Income taxes are most Americans’ biggest expense, and many people overpay! Are there deductions you’re not taking advantage of because you’re not aware of them? Are there deductions you’re not taking simply because you don’t want to ‘raise a red flag’ for the IRS? Sandy Botkin, CPA and CEO of the Tax Reduction Institute, joins us this episode to sh…

1
Communicating With Millennials 15:43

6y ago15:43

15:43

According to a recent article by Psychology Today, “94% of college students say the top word to describe their life is ‘overwhelmed.’” With Google, Facebook, smartphones and apps, we can get answers instantly and we’re constantly connected... Is it too much, or not enough? Joining us this week is Brian Flynn, Counselor and Coach to young adults of …

1
Learn from the Celebs! Estate Planning Do’s and Don’ts 21:57

6y ago21:57

21:57

Celebrities have access to the best resources when it comes to financial and estate planning, yet they still make the same mistakes we do! If you don’t have a plan or it’s out of date, things can get messy. This episode's guests are Danielle and Andy Mayoras, husband-and-wife legacy expert attorneys who have lent their expertise to hundreds of medi…

1
The New Retirement Paradigm 18:38

6y ago18:38

18:38

What age do you consider to be ‘old’? In the 1800’s, 65 was old, and the life expectancy was 47. Today, we are living decades longer – it might be time to change the way we think about retirement. Joining us is Gerontologist, Author and Speaker Kelly Ferrin to discuss Life Planning. Instead of retiring cold turkey when you turn 65, let’s think abou…

1
Budget Problems And Solutions 14:10

6y ago14:10

14:10

According to US Debt Clock http://usdebtclock.org as of March 2015, the US National Debt is over $18 trillion. That comes out to be $154,112 of debt per taxpayer! Let's take into account unfunded liabilities, such as Social Security and Medicare - we're in the red about $811,450/taxpayer. Is there a plan to turn this around? What can we do to get b…

1
Games Over 20:31

6y ago20:31

20:31

This episode’s guest is Ken Ruettgers, former NFL offensive lineman for the Green Bay Packers, earner of a Super Bowl ring from the 1997 Packer win over the New England Patriots, and Green Bay Packers’ 1989 offensive MVP. Jim heard that Ken was recently inducted in the Packer Hall of Fame, and discovered his organization, GamesOver.org. Game’s Over…

1
Achieve 10X Success 24:34

6y ago24:34

24:34

We have a unique guest this episode, who Jim met at Soaring for Success, a Speaker Series put on by the Experimental Aircraft Association (EAA). Joining us is Darren Pleasance, Google Executive and leader of Google’s Customer Acquisition team. Darren tells us Google’s principles for conducting business and improving, which, especially as business p…

1
Comeback America 16:20

6y ago16:20

16:20

Joining us is David Walker, Former US Comptroller General. Over his professional career, David has held leadership positions in the private, government and not-for-profit sectors – culminating in a decade-long mission to promote fiscal responsibility. From 1998 to 2008, Dave served as the seventh Comptroller General of the United States, where he s…

1
Rogers Inspiration 17:42

6y ago17:42

17:42

This episode’s guest is Roger Sweaney, who we met at the NAIFA National Annual Convention in September. Roger has been dubbed a ‘medical miracle,’ surviving (with a 0.002 chance) brain cancer surgery, chemotherapy, radiation, epilepsy surgery and a life-threatening stroke. Roger now speaks around the country with a passion to educate Americans abou…

1
Main Street Philanthropy 22:27

6y ago22:27

22:27

We’ve all heard the classic “rags to riches” tales of the American Dream, but did you listen to the rest of those stories? According to a recent article by CNN.com, 90% of the time, a family’s fortune is gone by the third generation. Our guest Ryan Ponsford noticed that as wealth was transitioning to the children, they end up blowing all the money …

1
Managing the Financial Impact of Alzheimer’s Disease 25:01

6y ago25:01

25:01

Did you know that more than 5 million Americans are living with Alzheimer’s Disease? Every 67 seconds, another American is diagnosed. Listen to learn the 10 signs of Alzheimer’s Disease, and what planning tools are available to help families protect their lifestyles and financial security when a healthcare issue like Alzheimer’s arises.…

1
Crossing the Bridge to Retirement 18:35

6y ago18:35

18:35

What age do you plan to retire? When should you start taking out Social Security? Should you take your money somewhere with a high rate of return, or with a predictable cash flow? When crossing the bridge into retirement, do you have a plan to protect your assets and avoid the tax traps? Listen to learn some strategies that can save you from financ…

1
MAXIMIZING Social Security 25:08

6y ago25:08

25:08

Taking out Social Security isn't just a question of when, but 'how'. Social Security workers legally aren't allowed to tell you about a benefit you may be eligible for unless you specifically ask. Do you know the maximum benefits you’re entitled to with Social Security? Do you know how much you can expect to receive from Social Security when you re…

1
Great To Greater 21:03

6y ago21:03

21:03

What does success look like? How does it make you feel? What can you contribute to make that happen? It’s questions like these that helped the CEO of Porsche take the company from near-bankruptcy to over 500% growth in just four years!Make your Retirement Great:https://www.myprisminsurance.com/retirement_plans/retirement_review.aspx…

1
The Next Boom 17:33

6+ y ago17:33

17:33

The interview with Jack Plunkett regarding where he believes the next big market boom will come from.Want to know if we can help? Get started by going to:https://www.myprisminsurance.com/get_a_quote/default.aspxโดย Prab Randhawa

1
Because I Said I Would 14:59

6+ y ago14:59

14:59

Want to know if we can help? Get started by going to:https://www.myprisminsurance.com/get_a_quote/default.aspxโดย Prab Randhawa

1
But What If I Live 19:32

6+ y ago19:32

19:32

Interview with Dr Greg Salsbury with advice on how to plan to live.Want to know if we can help? Get started by going to:https://www.myprisminsurance.com/get_a_quote/default.aspxโดย Prab Randhawa

1
Going from Great to Greater! 21:03

6+ y ago21:03

21:03

Interview with Kevin Gaskell with a template you can bring in to your life and your business immediately.Want to know if we can help? Get started by going to:https://www.myprisminsurance.com/get_a_quote/default.aspxโดย Prab Randhawa

1
Inspiring Story of Overcoming Adversity 17:42

6+ y ago17:42

17:42

Roger Sweaney's inspiring story of how he has combated illness is a great lesson in persistence and courage.Want to know if we can help? Get started by going to:https://www.myprisminsurance.com/get_a_quote/default.aspxโดย Prab Randhawa

1
The Impact Of Chronic Illness 23:37

6+ y ago23:37

23:37

Interview with Dr. Robert Pokorski regarding the physical impacts of long term chronic illness.Want to know if we can help? Get started by going to:https://www.myprisminsurance.com/get_a_quote/default.aspxโดย Prab Randhawa

1
Maximizing Social Security 25:08

6+ y ago25:08

25:08

Interview with Robin Mueller regarding strategies to maximize Social Security payments.Want to know if we can help? Get started by going to:https://www.myprisminsurance.com/get_a_quote/default.aspxโดย Prab Randhawa

1
Crossing the Bridge To Retirement 18:35

6+ y ago18:35

18:35

Interview with Greg Gagne regarding planning for Retirement.Want to know if we can help? Get started by going to:https://www.myprisminsurance.com/get_a_quote/default.aspxโดย Prab Randhawa

1
Interview with Chad Schneider on Choosing A health Plan 21:30

6+ y ago21:30

21:30

Choosing a health plan that's right for you can be difficult. In this interview we talk about a few ways you can do just that!Questions? Want to know if we can help you? Learn more by going to:https://www.myprisminsurance.com/get_a_quote/default.aspxโดย Prab Randhawa

1
Managing The Financial Impact Of Alzheimers Disease 25:01

6+ y ago25:01

25:01

Interview with Kristin Alfheim And Diana Butz with tips and help in dealing with the Financial Impact of Alzheimers Disease.Want to know if we can help? Get started by going to:https://www.myprisminsurance.com/get_a_quote/default.aspxโดย Prab Randhawa

1
How A 23 Year Old Survives Cancer Physically And Financially 20:59

6+ y ago20:59

20:59

Fighting cancer is a multi-pronged fight. Here we learn the story of Camille Snyder and how she dealt with it.โดย Prab Randhawa

1
Choosing a Health Plan 21:30

6+ y ago21:30

21:30

How much time do you spend planning a vacation? If you spend about five hours, you’re like most Americans. Do you spend the same amount of time selecting the right health insurance plan? How much time would you spend on your health plan if you knew there was a possibility to save an average of $750?Learn more by going to:http://www.myprisminsurance…