Shows
Marketplace DiscussionsCrypto: Is It Really Worse than a Philosophy Ponzi? | Prab RandhawaThis event is part of the Marketplace Discussions series in an attempt to bridge the gap between disciplines.
Summary: In this marketplace discussion, Prab Randhawa sheds light on how cryptography-enabled technologies are transforming digital identity, altering the concept of ownership, and reshaping financial markets.
Bio: Prab spent a decade working at Apple and Shell on a variety of interdisciplinary projects. In 2021 he left to work for (but really on) himself, and among other things, founded a crypto business. These are notes on his plebeian journey into degeneracy.
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Twitter: https://twitter.com...2022-11-291h 40
Prism Insurance AgencyHow John Protected His Family & Business From Losing EverythingIf 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. Learn from his example of how to cover your bases in the case of the unexpected.
Make sure your family will be okay by having life insurance and get started by going to:
http...2018-12-0421 minPrism Insurance AgencyPosition Yourself For Financial SuccessIs 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.
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https://www.myprisminsurance.com/retirement_plans/retirement_review.aspx2018-12-0425 minPrism Insurance AgencyA New Look At Life InsuranceThe 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 plan, and as a business owner.
Get a life insurance quote today by going to:
https://www.myprisminsurance.com/life/2018-12-0416 minPrism Insurance AgencyEconomic Trends That Could Affect Your WalletIn 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 millennial generation, and the financial situation in Greece and Europe have a potential ripple effect on our global economy.
Make sure your retirement can withstand economic trends by going to:
https://www.myprisminsurance.com/retirement_plans/retirement_review.aspx2018-12-0422 minPrism Insurance AgencyThe Art Of WhyWhat 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 retirement is driven by your why:
https://www.myprisminsurance.com/retirement_plans/retirement_review.aspx2018-12-0420 minPrism Insurance AgencySaving For College Made EasyCan 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 financial aid, and what costs can be covered by this financial tool outside of a classic 4-year degree. Join Prism Insurance Agency as we explore the intricacies of the 529 College Savings Plan and finding a meaningful, realistic approach to plan for education.
Make sure t...2018-12-0324 minPrism Insurance AgencyWhat Schools Aren’t Teaching Your KidsHow 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 millennials and how they can plan now to achieve their goals. Learn what millennials might consider when choosing an advisor, and what resources they can use to empower themselves financially.
And if your looking to ensure your retirement plan is on the path you want, please go to:
https...2018-12-0317 minPrism Insurance AgencyYour Biggest Purchase – What You Need To KnowOne 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 property? Real Estate Expert Scott Stortz asks you to consider these and other critical questions to help you find your ideal home.
Make sure you have enough Life Insurance to pay off the mortgage in case something happens...2018-12-0324 minPrism Insurance AgencyMake The Most Of Your Retirement SavingsHow 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.
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https://www.myprisminsurance.com/retirement_plans/retirement_review.aspx2018-12-0320 minPrism Insurance AgencyThe Asset You Didn’t Know You HadDo 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 explore some valuable alternatives to letting your life insurance policy lapse and losing that asset.
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https://www.myprisminsurance.com/life/2018-12-0317 minPrism Insurance AgencyIs Owning Life Insurance Worth It?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/2018-12-0316 minPrism Insurance AgencyCareer Opportunities and Job Placement TipsWhether 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 adult just joining the workforce or an established professional, learn about the basic ingredients to success in the ever-changing job market.
Make sure that your ready for retirement by going to:
https://www.myprisminsurance.com/retirement_plans/retirement_review.aspx2018-12-0317 minPrism Insurance AgencyTraveling During RetirementWhat 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 out into the community! Having your travel logistics handled by professionals behind the scenes allows you more freedom to enjoy the experience. With a focus on what you’re retiring to (versus what you’re retiring from), let’s explore options for fun trav...2018-12-0327 minPrism Insurance AgencyCritical Documents To ConsiderYou 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 of putting these documents in place, and the protection they offer to family members, during health events and in your legacy.
Make sure your retirement has been considered thoroughly as well by going to:
https://www.myprisminsurance.com/retirement_plans/re...2018-12-0318 minPrism Insurance AgencyThere’s No Place Like Home“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 practicing physical therapist, accessibility consultant, and national instructor, as he discusses what to consider when putting together the pieces of a Long Term Care plan.
And to make sure the rest of your retirement goes how you wish, please go to:
http...2018-12-0320 minPrism Insurance AgencyExplode Your Revenues With LinkedInIf 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 most of this powerful website.
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https://www.linkedin.com/company/prism-insurance-agency2018-12-0318 minPrism Insurance AgencyManaging & Reducing Your Biggest ExpenseIncome 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 share some of the most overlooked deductions, as well as to discuss the value of using a tax-tracking tool, which can make things much easier if you have to go through an audit, as well as ensures you are not mis...2018-12-0322 minPrism Insurance AgencyCommunicating With MillennialsAccording 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 the Millennial Generation. With Social Media, there is a lack of depth and authenticity, which makes it difficult for young adults to build meaningful relationships. Hear Brian’s perspective on what we can do to pass on our values to the new generations...2018-12-0315 minPrism Insurance AgencyLearn from the Celebs! Estate Planning Do’s and Don’tsCelebrities 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 media sources, including ABC News, The Wall Street Journal, Forbes, Access Hollywood, and Entertainment Tonight to name a few. They’ll discuss what the rich and famous are doing right and wrong when it comes to their wills and estate...2018-12-0321 minPrism Insurance AgencyThe New Retirement ParadigmWhat 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 about how you want to enjoy your Golden Years. Join Prism Insurance Agency as we discuss planning for what you’re retiring to, and not just what you’re retiring from.
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https://www...2018-12-0318 minPrism Insurance AgencyBudget Problems And SolutionsAccording 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 back to black, so we can leave our children a country better than we found it, instead of indebted and insolvent? Joining us this week is Congressman Paul Ryan to give his take on what our options are, and why...2018-12-0314 minPrism Insurance AgencyGames OverThis 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 is a non-profit group dedicated to help former professional athletes cope with the stresses of retirement.
Make sure your retirement never tells you it's game over by going to:
https://www.myprisminsurance.com/retirement_plans/retirement_review.aspx2018-12-0320 minPrism Insurance AgencyAchieve 10X SuccessWe 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 people ourselves, we can all learn something from.
Achieve 10X Success for your Retirement by going to:
https://www.myprisminsurance.com/retirement_plans/retirement_review.aspx2018-12-0324 minPrism Insurance AgencyComeback AmericaJoining 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 spoke the truth to the American people about Washington’s fiscal mismanagement. Most recently, he served as CEO of the Comeback America Initiative (CAI), an organization Dave founded to engage his fellow citizens in the fight to restore fiscal sanity.
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https://www.mypr...2018-12-0316 minPrism Insurance AgencyRogers InspirationThis 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 about Disability Insurance. He shares his story of losing a six-figure job, house, all financial assets, children’s college fund and spouse, and how choosing the right disability coverage could have meant keeping his life together.2018-12-0317 minPrism Insurance AgencyMain Street PhilanthropyWe’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 and hating each other. Listen in to hear Ryan explain this phenomenon, and how you can help your family avoid going from riches back to rags.
Create a Financial Legacy today by going to:
https://www.mypris...2018-08-1022 minPrism Insurance AgencyManaging the Financial Impact of Alzheimer’s DiseaseDid 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.2018-08-1025 minPrism Insurance AgencyCrossing the Bridge to RetirementWhat 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 financial distress during your golden years.
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https://www.myprisminsurance.com/retirement_plans/retirement_review.aspx2018-08-1018 minPrism Insurance AgencyMAXIMIZING Social SecurityTaking 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 retire? What changes if you’re a surviving spouse?
Make sure your Retirement Ready
https://www.myprisminsurance.com/retirement_plans/retirement_review.aspx2018-08-1025 minPrism Insurance AgencyGreat To GreaterWhat 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.aspx2018-08-1021 minPrism Insurance AgencyThe Next BoomThe interview with Jack Plunkett regarding where he believes the next big market boom will come from.
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https://www.myprisminsurance.com/get_a_quote/default.aspx2018-07-0617 minPrism Insurance AgencyBecause I Said I WouldWant to know if we can help? Get started by going to:
https://www.myprisminsurance.com/get_a_quote/default.aspx2018-07-0614 minPrism Insurance AgencyBut What If I LiveInterview with Dr Greg Salsbury with advice on how to plan to live.
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https://www.myprisminsurance.com/get_a_quote/default.aspx2018-07-0619 minPrism Insurance AgencyGoing from Great to Greater!Interview with Kevin Gaskell with a template you can bring in to your life and your business immediately.
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https://www.myprisminsurance.com/get_a_quote/default.aspx2018-07-0621 minPrism Insurance AgencyMain Street PhilanthropyMain Street Philanthropy interview with Ryan Ponsford.
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https://www.myprisminsurance.com/get_a_quote/default.aspx2018-07-0622 minPrism Insurance AgencyInspiring Story of Overcoming AdversityRoger Sweaney's inspiring story of how he has combated illness is a great lesson in persistence and courage.
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https://www.myprisminsurance.com/get_a_quote/default.aspx2018-07-0617 minPrism Insurance AgencyThe Impact Of Chronic IllnessInterview with Dr. Robert Pokorski regarding the physical impacts of long term chronic illness.
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https://www.myprisminsurance.com/get_a_quote/default.aspx2018-07-0623 minPrism Insurance AgencyMaximizing Social SecurityInterview with Robin Mueller regarding strategies to maximize Social Security payments.
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https://www.myprisminsurance.com/get_a_quote/default.aspx2018-07-0625 minPrism Insurance AgencyCrossing the Bridge To RetirementInterview with Greg Gagne regarding planning for Retirement.
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https://www.myprisminsurance.com/get_a_quote/default.aspx2018-07-0618 minPrism Insurance AgencyInterview with Chad Schneider on Choosing A health PlanChoosing 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.aspx2018-07-0621 minPrism Insurance AgencyManaging The Financial Impact Of Alzheimers DiseaseInterview with Kristin Alfheim And Diana Butz with tips and help in dealing with the Financial Impact of Alzheimers Disease.
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https://www.myprisminsurance.com/get_a_quote/default.aspx2018-07-0625 minPrism Insurance AgencyHow A 23 Year Old Survives Cancer Physically And FinanciallyFighting cancer is a multi-pronged fight. Here we learn the story of Camille Snyder and how she dealt with it.2018-07-0620 minPrism Insurance AgencyChoosing a Health PlanHow 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?
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http://www.myprisminsurance.com/health2018-06-1221 minPrism Insurance AgencyLearn About One Of The Best - Kept Secrets… Critical Illness InsuranceMake sure your retirement is ready by going to:
https://www.myprisminsurance.com/retirement_plans/retirement_review.aspx2018-06-0523 minPrism Insurance AgencyThe Next BoomMake sure your retirement is ready by going to:
https://www.myprisminsurance.com/retirement_plans/retirement_review.aspx2018-06-0517 minPrism Insurance AgencyBecause I Said I WouldMake sure your retirement is ready by going to:
https://www.myprisminsurance.com/retirement_plans/retirement_review.aspx2018-06-0515 minPrism Insurance AgencyImmigration Laws The Dangers Of Not Being InformedMake sure your retirement is ready by going to:
https://www.myprisminsurance.com/retirement_plans/retirement_review.aspx2018-06-0522 minPrism Insurance AgencyBut What If I LiveMake sure your retirement is ready by going to:
https://www.myprisminsurance.com/retirement_plans/retirement_review.aspx2018-06-0519 minPrism Insurance AgencyHow To Make Good Money In A Bad EconomyHow To Make Good Money In A Bad Economy by Prab Randhawa2018-06-0518 minPrism Insurance AgencyMoney How The Destruction Of The Dollar Threatens The World Economy And What We Can Do About ItMoney How The Destruction Of The Dollar Threatens The World Economy And What We Can Do About It by Prab Randhawa2018-06-0510 minPrism Insurance AgencyLife Insurance Awareness MonthDid you know that 30% of Americans have no life insurance, and many don’t have enough? Did you know that a third of people wish their spouse had life insurance—or more of it? Is it worth it to insure a spouse that stays home to take care of the kids? Join Prism Insurance Agency as we honor Life Insurance Awareness Month with the CEO of LifeHappens.org, a nonprofit organization dedicated to educating Americans on the importance of life insurance. Check out the “Videos” section on their website to hear some Real Life Stories from families who have experience with lif...2018-03-1519 minPrism Insurance AgencyRetirement Income: Will It Last a Lifetime?Do you lie awake at night, worried that your retirement income might not last as long as you do? Join Prism Insurance Agency with one of the nation’s leading experts on retirement income planning, Tom Hegna. He will share with us some of the secrets he’s learned from his latest book, Retirement Income Masters, in which he’s interviewed 14 of the top income planning advisors in the country. Tom shares some tips with us that you can implement with your financial advisor that will allow you to sleep better at night.
https://www.myprisminsurance.com/retirement_plans/retirement_review2018-03-1517 minPrism Insurance AgencyBusiness BrilliantJoin Prism Insurance Agency with Lewis Schiff, author of the book Business Brilliant, as he shares surprising lessons and habits of the greatest self-made business icons in America.
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https://www.myprisminsurance.com/retirement_plans/retirement_review.aspx2018-03-1521 minPrism Insurance AgencyRetirement Risks: Are You Prepared?As pensions and Social Security are going the way of the dinosaurs, saving for retirement is now up to you. What if you outlive your savings? What if inflation goes up and the market goes down? Did you know that if a husband and wife are both 65, there is a 50% chance that one will live to the age of 92? Listen to Prism Insurance Agency as we’re joined by national speaker and advisor consultant, Tim Kiesling. He’ll discuss the risks that could keep you from a comfortable retirement, and some steps you can take that can help mitigate your expo...2018-03-1419 minPrism Insurance AgencyCollege Planning StrategiesThe Class of 2014 made history! They were officially named “The Most Indebted Class Ever,” averaging $33,000 in student loans, according to a report by the Wall Street Journal. Join Prism Insurance Agency with Brock Jolly. Brock discusses different college planning strategies to prepare your kids and grand kids for college expenses so they don’t have to break the record.
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To Learn More!2018-03-1422 minPrism Insurance AgencyAnnuities 101: Using Annuities as a Distribution ToolPrior generations have had a ‘three-legged stool’ to count on for retirement: Social Security, pensions and personal savings. As certain legs of that stool become shorter, we need to adjust our planning. We welcome back retirement expert Tim Kiesling to dive a little deeper into the possibilities with income annuities. Tim breaks down when certain types of annuities can work extremely well, and when others might not be a good idea.
https://www.myprisminsurance.com/retirement_plans/retirement_review.aspx2018-03-1409 minPrism Insurance AgencyAnnuities 101: Using Annuities as an Accumulation ToolAnnuities: the worst possible idea you’ve ever heard? Or the best concept since sliced bread? Join Prism Insurance Agency as we hear from retirement expert Tim Kiesling on the good, the bad and the ugly of annuities. He will go over when annuities can be appropriate in a financial plan as an accumulation tool, and next week, he’ll talk about them as a distribution tool.
https://www.myprisminsurance.com/retirement_plans/retirement_review.aspx2018-03-1421 minPrism Insurance AgencyCommunication in AmericaThe success of wealth transfer is greatly dependent on the level of trust and communication among family members. Join Prism Insurance Agency and our guest, a retired FBI Special Agent and spokesman, who will inform us about the principles of communication and how to apply them to wealth transfer within the family. Lack of communication could mean the difference between leaving a legacy that lasts generations or one that stops way too soon.
https://www.myprisminsurance.com/retirement_plans/retirement_review.aspx2018-03-1420 minPrism Insurance AgencyFAQs about Home and Auto InsuranceWhen was the last time you had a checkup on your home or auto insurance coverage? Are you certain that everything you have is covered the way you think? Join www.myprisminsurance.com as we explore the most frequently asked questions and common misconceptions about home and auto insurance with a 25-year veteran insurance specialist.
https://www.myprisminsurance.com/framed.aspx?ref=9002018-03-1429 minPrism Insurance AgencyVeterans Aid and Attendance Pension BenefitIf you or someone you know is a veteran and served during a period of war, you may be eligible for a supplemental pension benefit. Did you know spouses may also be eligible for these benefits? Join Prism Insurance Agency as we’re joined by the founder of Elder Resource Benefits Consulting, Patty Servaes, as she discusses more surprising details of the Veterans Aid & Attendance Pension.
https://www.myprisminsurance.com/retirement_plans/retirement_review.aspx2018-03-1427 minPrism Insurance AgencyBuying vs. Leasing a VehicleSo, you’re in the market to buy a new car. With all the incentives and options available from car manufacturers today, it can be hard to figure out the best deal for your needs. Join Prism Insurance Agency and our guest from Kiplinger’s Personal Finance to discuss the considerations of buying versus leasing your next car.
https://myprisminsurance.com/framed.aspx?ref=1002018-03-1417 min
Prism Insurance AgencyBasic Estate PlanningWhat happens when a famous Hollywood actor passes away with his financial advisor? What if he has a live-in girlfriend, a child from a previous relationship, and parents… but no will? It’s almost a script made for Hollywood! Join Prism Insurance Agency as we discuss the Paul Walker story: his tragic accident, the fate of his estate, and what lessons we can learn to avoid making the same mistakes.
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https://www.myprisminsurance.com/retirement_plans/retirement_review.aspx2018-02-0820 min
Prism Insurance AgencyThe Ultimate LifeAre you living the ultimate life? Join Prism Insurance Agency to discuss the books turned feature films, The Ultimate Gift and The Ultimate Life, with their author, Jim Stovall. Learn his secrets to happiness from his remarkable story as a blind person who created his own success.
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https://www.myprisminsurance.com/retirement_plans/retirement_review.aspx2018-02-0829 min
Prism Insurance AgencyManaging Your Finances Through Each Stage of LifeDo you have financial worries or feel as though you would like to understand personal finance better? You’re not alone! According to the 2013 Financial Literacy Study, 40% of adults gave themselves a grade of C, D or F on their knowledge of personal finance. Join Prism Insurance Agency with our guest to discuss managing your finances during each stage of life from teenager to retiree.
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https://www.myprisminsurance.com/retirement_plans/retirement_review.aspx2018-02-0825 min
Prism Insurance AgencyThe Power of ZeroWe all know we should not put all our eggs in one basket, but have you considered diversifying how things will be taxed? Many experts are predicting higher tax rates due to the large deficit, spending and unfunded liabilities. Join Prism Insurance Agency as we’re joined by the author of The Power of Zero: How to get to the 0% Tax Bracket and Transform Your Retirement.
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https://www.myprisminsurance.com/retirement_plans/retirement_review.aspx2018-02-0829 min
Prism Insurance AgencyFacing an Uncertain FutureWhat’s going to happen with interest rates – will they stay low? What about inflation or deflation? What’s going to happen with Obamacare, Medicare and Social Security? Will the national debt keep ballooning? Will the U.S. keep printing money? Join Prism Insurance Agency as we discuss with Senior Market Advisor magazine’s 2010 Advisor of the Year, as he discusses his view and strategies for facing an uncertain future.2018-02-0828 min
Prism Insurance AgencyBiggest Issues Facing People TodayWhat is the biggest problem people face today as they look toward retirement? Join Prism Insurance Agency to find out the answer according to our guest, Joe Jordan, author of the award-winning book Living a Life of Significance. He will share his inside perspective as a behavioral finance expert of the biggest issue we need to prepare for in order to have a happy and fulfilling retirement.
https://www.myprisminsurance.com/retirement_plans/retirement_review.aspx2018-02-0823 minPrism Insurance AgencyConsumer SpendingConsumer spending has a significant impact on the state of the economy. With all the controversy and uncertainty of the Affordable Healthcare Act, what will the effect be on the consumer? We are joined by Britt Beemer, chairman and CEO of America’s Research Group, who will fill us in on what American consumers are thinking and the potential impact it can have on the economy in 2014.
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https://admin.insurancewebsitebuilder.com/admin/blog.aspx2018-02-0817 minPrism Insurance AgencyEstate Planning ConversationsThe new estate tax law has some people thinking that estate planning isn’t as important anymore. Prism Insurance Agency might change your mind. Our guest estate planning expert, Bruce Udell, explains why taxes aren’t the only thing you need to consider to make sure your assets go to whom you choose. He discusses wills, trusts, powers of attorney, the new estate tax levels, and why having estate plan is still so important.
https://www.myprisminsurance.com2018-01-2620 minPrism Insurance AgencyConsistent Characteristics of GreatnessWould it be helpful to know some of the most valuable characteristics shared among America’s most competitive professionals? Then join Prism Insurance Agency Inc. and our guest author, who assembled 16 characteristics of greatness from over 2,500 interviews with America’s top sports figures. Listen to what sets these people apart from their peers, and learn how to apply these characteristics to your everyday life.
https://www.myprisminsurance.com2018-01-2618 min
Prism Insurance AgencyThe Most Overlooked Tax DeductionsWhen you file your tax returns, do you wonder if you’ve benefited from all the deductions that you’re entitled to? Does the tax code seem too complicated for you to bother with it? Prism Insurance Agency identifies some of the most overlooked tax deductions that are worth your time looking into – some could save you hundreds or even thousands of dollars! Never assume that you’re not eligible for a deduction, as your circumstances may change each year. Listen in to Prism Insurance Agency to find out some of the tax credits and deductions you can take advantage of, espe...2018-01-2625 minPrism Insurance AgencyLegacy Planning for a Surviving SpouseWant help planning please go to:
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Today we're going to talk about planning for a surviving spouse.
Short Excerpt of the Interview: I’ve always heard things said from couples where they don’t realize that if they have a house, property taxes don’t get cut in half. The heating oil bill doesn’t get cut in half so one can’t live half as cheap as two. We'll talk about the taxes. There are a lot of different issues facing a widow or widower so what can they do about it...2017-11-1425 minPrism Insurance AgencyHRA Reimbursement For Small Employers - January 2017 Prism Insurance AgencyLearn more about HRA Plans and how the Reimbursement system works within an HRA.
If you'd like to learn more, feel free to call us at 951-243-2800 or email me directly at prab@myprisminsurance.com
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http://www.myprisminsurance.com/life/2017-02-2115 minPrism Insurance Agency1095 And 1094 Reminder & Changes For 2016 Filing -December 2016 Prism Insurance Agency1094 and 1095 Reminder and changes for the 2016 filings. We walk you through the correct way to make sure your fully compliant and offer solutions in the event your not sure.
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http://www.myprisminsurance.com/life/2017-02-2116 minPrism Insurance AgencyMedicare -September 2016 Prism Insurance AgencyLearn about Medicare with our presentation today.
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http://www.myprisminsurance.com/life/2017-02-2121 minPrism Insurance AgencyCharitable Giving 101 - Prism Insurance AgencyAll of your wealth will eventually go to one or more of these three places: your heirs, charity, or the government. Without proper pre-planning, you could lose control over where the remainder of your estate will go. Join Prism Insurance Agency and our guest expert on estate and charitable giving, to discuss some tools you can use to redirect potential tax dollars to the family and organizations you care about.
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http://www.myprisminsurance.com/life/2017-02-1423 minPrism Insurance AgencyThe Family Money Talk - Prism Insurance AgencyHave you had The Money Talk with your family yet? Doesn’t it make sense that your adult children have the peace of mind of knowing the state of your finances and the details of your estate plan before it becomes a surprise? Then join Prism Insurance Agency as we explore the advantages and the best approach to take when sharing your financial plan. Learn how to navigate that very important subject with your family.
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http://www.myprisminsurance.com/li...2017-02-1418 minPrism Insurance AgencyChoosing Survivorship Benefits - Prism Insurance AgencyAre you or your spouse eligible for a pension or Social Security benefits? What happens to your income or other benefits if your spouse dies? Join Prism Insurance Agency as we discuss important considerations for survivorship benefits, and how different options will affect you and your spouse if one of you should pass away. Make sure you don’t make a mistake when choosing these typically irrevocable benefits.
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http://www.myprisminsurance.com/life/2017-02-1417 minPrism Insurance Agency5 C’s Of Credit For Businesses - Prism Insurance AgencyObtaining a business loan can be more complex in today’s environment than ever before. You need to understand how to present the best picture to a prospective lender. Join Prism Insurance Agency and our credit specialist guest, where he’ll share the 5 C’s of Credit, and what they mean to a business loan.
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http://www.myprisminsurance.com/life/2017-02-1423 minPrism Insurance Agency7 Steps To Better Credit - Prism Insurance AgencyTimes have certainly changed in the lending world today from just a few years ago. The first step in obtaining a loan should start with knowing your credit score and understanding what your credit report says. Join Prism Insurance Agency, and our credit specialist guest, to discuss credit scores, why credit matters, and the credit restoration process.
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http://www.myprisminsurance.com/life/2017-02-1420 minPrism Insurance AgencyLong Term Care IS One Of The Greatest Risks We Face - Prism Insurance AgencyNovember is nationally recognized as Long Term Care Insurance Awareness Month. Almost everyone has been impacted by a friend or family member who has needed Long Term Care – it’s typically regarded as the greatest risk we face that could jeopardize our retirement security. Join Prism Insurance Agency with our guest, the executive director of the American Association for Long Term Care Insurance, to learn what’s taking place in the industry and misconceptions of who will pay for your care.
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www.facebook.com/Pr...2017-02-1423 minPrism Insurance AgencySaving For College - Prism Insurance AgencyAccording to this week’s guest, Roger Michaud, student loan debt is closing in on $1 trillion. But according to the College Savings Foundation‘s annual survey, parents and student are starting to save more and borrow less. Join Prism Insurance Agency to find out what other parents and grandparents are doing to financially prepare the students in their own families for college.
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http://www.myprisminsurance.com/life/2017-02-1423 minPrism Insurance AgencyReal Life Stories - Prism Insurance Agency90 million Americans are uninsured! You may think we’re talking about health insurance, but we’re actually talking about life insurance. According to a recent LIMRA survey, many millions more have inadequate protection. Join Prism Insurance Agency as we share realLifestories provided to us by the nonprofit Life and Health Insurance Foundation for Education. Listen to true stories that illustrates why it’s so important for you to include life insurance in your financial plans.Your family’s financial future is too important to leave to chance.
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www.twit...2017-02-1431 minPrism Insurance AgencyFinancial Wellness - Prism Insurance AgencyWhen is the last time you had a financial wellness checkup? All too often, we react to crisis, versus pre-planning and being prepared financially. Join Prism Insurance Agency and our guest to discuss financial wellness. Learn how you can make your income last your lifetime, maintain independence, and preserve your desired standard of living during retirement.
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http://www.myprisminsurance.com/life/2017-02-1419 minPrism Insurance AgencyCharitable Remainer Trusts - Prism Insurance AgencyAre we being overwhelmed and overrun by taxes? Between the new top tax bracket, the Affordable Care Act "ObamaCare" tax plan, state income taxes, and taxes for the sale of a fully depreciated asset; such as farm machinery, your taxes could exceed 50%? Join Prism Insurance Agency as we discuss a way to reduce or even avoid these taxes with a planning technique that’s been in the tax code since 1973.
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http://www.myprisminsurance.com/life/2017-02-1422 minPrism Insurance AgencySpecial Needs Trusts - Prism Insurance AgencyMany families haven’t taken the step of basic estate planning, let alone those families that have a special needs child or family member. October is recognized as National Down Syndrome Awareness Month and Prism Insurance Agency has asked Attorney John A. Stocking to join the program. Mr. Stocking is a forty-seven year veteran of special needs estate planning and he joins us to explain how one in ten families need to protect a disabled loved one, and how to accomplish that.
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www.fa...2017-02-1427 minPrism Insurance AgencyOverlooked And Misunderstood Insurance Coverages - Prism Insurance AgencyDoes your Homeowner’s policy protect you from identity theft or an earthquake? If you are running a business out of your home are you covered under your Homeowner’s insurance or do you need another policy? Join Prism Insurance Agency as we talk about insurance coverages that most people aren’t aware of with 20+ year insurance veteran. Learn how these coverages can protect you, your family and your most valued assets.
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http://www.myprisminsurance.com/life/2017-02-1424 minPrism Insurance AgencyGrow A Business In A Tough Economy - Prism Insurance AgencyIs it possible to not only start a new business in today’s tough economy but to also succeed? Learn from someone who grew his start-up practice from $30,000 of billing in his first month to $1.1 million by the end of his first year. Join Prism Insurance Agency with our guest, business owner and “Marketer of the Year”, to see how he achieved extraordinary financial success.
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http://www.myprisminsurance.com/life/2017-02-1432 minPrism Insurance AgencySpecial Needs Planning - Prism Insurance AgencyHave you thought about Estate Planning to protect your family? What about for someone with special needs, or the possibility that a family member may have special needs in the future? Join Prism Insurance Agency and our guest advisor, who is a parent of a special needs child, to learn about the essential planning steps that you need to know.
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http://www.myprisminsurance.com/life/2017-02-1427 minPrism Insurance AgencySave The Children - Prism Insurance AgencyThere’s a difference between giving to charity and being philanthropic. It’s not just about how much you give, but simply the passion that drives you to help others. Join Prism Insurance Agency, and our special guest, ABC News political commentator Cokie Roberts, to hear her story of the passion that drives her and many others to give their time, treasure and talent.
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http://www.myprisminsurance.com/life/2017-02-1422 minPrism Insurance AgencyExtreme Thought Makeover - Prism Insurance AgencyDoes the negative news that sometimes seems to surround us get you down? Are you living your life to the fullest and enjoying each day as it comes? If not, and you are interested in making a change, join us at Prism Insurance Agency. Our guest is the author of the book Extreme Thought Makeover… 37 Days to Maximum Life! Learn the steps that you can take toward a happier and more fulfilling life.
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http://www.myprisminsurance.com/life/2017-02-1430 minPrism Insurance AgencyGood Debt Vs. Bad Debt - Prism Insurance AgencyMost of us have been raised to believe that having debt is a bad thing. Many financial experts say the only good debt is no debt. However, to some, it seems nearly impossible to live debt-free. Join Prism Insurance Agency to hear our guest’s perspective on good debt vs. bad debt. Learn effective debt strategies from a successful multi-millionaire who started with nothing.
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http://www.myprisminsurance.com/life/2017-02-1426 minPrism Insurance AgencyAchieve Financial Freedom - Prism Insurance AgencyAre you on the path of achieving financial freedom? With the recently-passed Taxpayer Relief Act, now more than ever, you need to know ways to lower your taxes. Join Prism Insurance Agency with our guest, tax attorney Sandy Botkin, CEO of the Tax Reduction Institute. He’s released two new books with hundreds of tips to help you achieve financial freedom and lower your taxes.
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http://www.myprisminsurance.com/life/2017-02-1429 minPrism Insurance AgencyProtect Your Paycheck With Disability Insurance - Prism Insurance AgencyIf you owned a goose that laid golden eggs, which would you insure- the goose or the golden eggs? Join Prism Insurance Agency this week to hear an expert’s analysis on the importance of disability insurance protection. Discover the shortcomings of employer-provided disability insurance, innovative riders, and options available. Learn about the importance of honesty and accuracy during the application process.
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http://www.myprisminsurance.com/life/2017-02-1426 minPrism Insurance Agency15 Tips To Survive A Job Loss - Prism Insurance AgencyThe unemployment numbers continue to be high and many people are losing their jobs through downsizing and layoffs. A job loss of any kind can be extremely stressful. Unfortunately, in the current economy it is a reality all too often. Join Prism Insurance Agency for our special report on 15 steps you can take to survive a job loss. Change can be for the better, but it certainly depends on how you approach it.
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http://www.myprisminsurance.com/life/2017-02-1418 minPrism Insurance AgencyMain Street Philanthropy - Prism Insurance AgencyThere is a difference between just giving to charity and being philanthropic. It’s not about how much you give, but simply about the passion that drives you to help others and make a difference in the world. Join Prism Insurance Agency to learn more about Main Street Philanthropy: a program designed to inspire future generations to become passionate philanthropists.
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http://www.myprisminsurance.com/life/2017-02-1423 minPrism Insurance AgencyCritical Illness Is A Real Risk - Prism Insurance AgencyDo you have a gap in your insurance protection portfolio? Could that gap be filled by an innovative new type of insurance available now in the United States? Join Prism Insurance Agency to learn about Critical Illness Insurance and how it pays a lump sum benefit on the diagnosis of a number of different conditions or illnesses. Could this be the perfect complement to your current insurance needs or may it fall short?
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http://www.myprisminsurance.com/life/2017-02-1424 minPrism Insurance AgencyThe Million Dollar Equation - Prism Insurance AgencyDo you want to know the secret to the million dollar equation? What can you learn from someone who has made millions, lost millions and then made millions again? Join Prism Insurance Agency with our guest, Richelle Shaw, speaker, entrepreneur, and author of the book The Million Dollar Equation: How to Build A Million Dollar Business in 3 Years or Less. Learn the secret equation to building your own million dollar business.
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http://www.myprisminsurance.com/life/2017-02-1427 minPrism Insurance AgencyFinancial 101 For College Kids From A College Kid - Prism Insurance AgencyDo you think schools are teaching the proper financial principles to our kids today? Would your kids or grandkids listen to the perspective of one of their peers who just wrote a book on finances; while still a junior in college? Join Prism Insurance Agency with our guest, a young author, to get a better understanding of how young people should handle debt, credit cards, saving for retirement and choosing the right college from a young adult’s perspective.
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