Episodes

  • 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
    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
    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
  • "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

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    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

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    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

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    30 mins
  • "Not Your Grandma's Portfolio: Alternative Investments"
    Sep 5 2024

    Keith Galicia speaks with Jeff Stern. He is a former crypto, asset management and hedge fund strategist. They discuss Liquid Alternative Investments and how they can complement your portfolio. They also discuss fixed income strategies with the potential Fed rate cuts. #fedratecuts

    #investments #Alternativeinvestments

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    25 mins
  • "Inside the Hiring Mind: An HR Guru's Guide to Acing the Job Hunt"
    Aug 27 2024

    Tune in as we explore the ins and outs of "The Job Hunt". We discuss the steps from resume to accepting a job offer through the eyes of a HR Guru!! #hr #jobinterview #resume

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    35 mins