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PRIME PERSPECTIVES

PRIME PERSPECTIVES

Written by: Keith Galicia
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About this listen

 Keith Galicia a CFP® Practitioner looks to provide actionable ideas to help you pursue your financial goals. #financialplanning #investments #financialfreedom #businessowner #businessstrategyKeith Galicia Economics Personal Finance
Episodes
  • Closing Time Chronicles: Strategies about Planning a Smooth and Successful Business Exit

    Closing Time Chronicles: Strategies about Planning a Smooth and Successful Business Exit
    Dec 18 2024

    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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    40 mins
  • Term vs. Permanent: Demystifying Life insurance with an Industry Insider

    Term vs. Permanent: Demystifying Life insurance with an Industry Insider
    Dec 4 2024

    Keith Galicia has a conversation with Josh Elohim to discuss the differences between Term and Permanent Insurance. #insurance #financialplanning #riskmanagement
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    25 mins
  • Show Me The Valuation: A CPA's Insight on Exit Planning

    Show Me The Valuation: A CPA's Insight on Exit Planning
    Nov 20 2024

    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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    38 mins
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