PRIME PERSPECTIVES

By: Keith Galicia
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  • Summary

  • Keith Galicia a CFP® Practitioner looks to provide actionable ideas to help you pursue your financial goals. #financialplanning #investments #financialfreedom #businessowner #businessstrategy
    Keith Galicia
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Economics Personal Finance
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Episodes
  • 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
  • The Mortgage Maze: Navigating the Complexities of Buying a Home from a Lending Pro

    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
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    36 mins
  • Exit Planners Anonymous: A Conversation w/Scott Snider

    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
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    37 mins

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