Episodes

  • 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

    Show More Show Less
    40 mins
  • 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

    Show More Show Less
    25 mins
  • 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

    Show More Show Less
    38 mins
  • The Mortgage Maze: Navigating the Complexities of Buying a Home from a Lending Pro
    Nov 6 2024

    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

    Show More Show Less
    36 mins
  • Exit Planners Anonymous: A Conversation w/Scott Snider
    Oct 23 2024

    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

    Show More Show Less
    37 mins
  • "ARK NextGen Disruption: AI, Autonomous Vehicles, Blockchain, Gene Editing..."
    Oct 9 2024

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

    Show More Show Less
    36 mins
  • "Pension Puzzles: Cracking the Code for Company Success"
    Sep 26 2024

    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

    Show More Show Less
    30 mins
  • "Business Owner's Health Plan Hacks: The Art of Self-Funding"
    Sep 11 2024

    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

    Show More Show Less
    30 mins