PODCAST · education
Prism Insurance Agency
by Prab Randhawa
Prism Insurance Agency is dedicated to helping improve the lives of our clients through: 1. Reducing Insurance Costs Wherever Feasible 2. Providing Guaranteed Performance Products to help enhance Retirement Savings 3. Reducing the Out of Pocket Costs faced by our clients for College and University Attendance by children and grandchildren 4. Reducing the unknown wealth transfers suffered by our clients through their daily lives 5. Planning for all potential long term consequences our clients could face and mitigating the risks wherever possible. Through a successful implementation of the above tenets, we improve our clients lives both in the near and the long term helping them establish themselves on solid financial footing while making sure that the journey is a pleasant one, along the way.
Episodes
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How John Protected His Family & Business From Losing Everything
If 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...
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Position Yourself For Financial Success
Is 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. Get…
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A New Look At Life Insurance
The 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...
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Economic Trends That Could Affect Your Wallet
In 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....
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The Art Of Why
What 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...
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Saving For College Made Easy
Can 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…
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What Schools Aren’t Teaching Your Kids
How 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...
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Your Biggest Purchase – What You Need To Know
One 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…
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Make The Most Of Your Retirement Savings
How 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...
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The Asset You Didn’t Know You Had
Do 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...
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Is 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:...
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Career Opportunities and Job Placement Tips
Whether 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...
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Traveling During Retirement
What 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...
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Critical Documents To Consider
You 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...
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There’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...
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Explode Your Revenues With LinkedIn
If 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...
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Managing & Reducing Your Biggest Expense
Income 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...
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Communicating With Millennials
According 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...
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Learn from the Celebs! Estate Planning Do’s and Don’ts
Celebrities 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...
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The New Retirement Paradigm
What 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...
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Budget Problems And Solutions
According 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…
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Games Over
This 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...
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Achieve 10X Success
We 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...
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Comeback America
Joining 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...
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Rogers Inspiration
This 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...
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Main Street Philanthropy
We’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…
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Managing the Financial Impact of Alzheimer’s Disease
Did 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...
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Crossing the Bridge to Retirement
What 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…
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MAXIMIZING Social Security
Taking 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…
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Great To Greater
What 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:...
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The Next Boom
The interview with Jack Plunkett regarding where he believes the next big market boom will come from. Want to know if we can help? Get started by going to: https://www.myprisminsurance.com/get_a_quote/default.aspx
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Because I Said I Would
Want to know if we can help? Get started by going to: https://www.myprisminsurance.com/get_a_quote/default.aspx
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But What If I Live
Interview with Dr Greg Salsbury with advice on how to plan to live. Want to know if we can help? Get started by going to: https://www.myprisminsurance.com/get_a_quote/default.aspx
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Going from Great to Greater!
Interview with Kevin Gaskell with a template you can bring in to your life and your business immediately. Want to know if we can help? Get started by going to: https://www.myprisminsurance.com/get_a_quote/default.aspx
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Main Street Philanthropy
Main Street Philanthropy interview with Ryan Ponsford. Want to know if we can help? Get started by going to: https://www.myprisminsurance.com/get_a_quote/default.aspx
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Inspiring Story of Overcoming Adversity
Roger Sweaney's inspiring story of how he has combated illness is a great lesson in persistence and courage. Want to know if we can help? Get started by going to: https://www.myprisminsurance.com/get_a_quote/default.aspx
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The Impact Of Chronic Illness
Interview with Dr. Robert Pokorski regarding the physical impacts of long term chronic illness. Want to know if we can help? Get started by going to: https://www.myprisminsurance.com/get_a_quote/default.aspx
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Maximizing Social Security
Interview with Robin Mueller regarding strategies to maximize Social Security payments. Want to know if we can help? Get started by going to: https://www.myprisminsurance.com/get_a_quote/default.aspx
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Crossing the Bridge To Retirement
Interview with Greg Gagne regarding planning for Retirement. Want to know if we can help? Get started by going to: https://www.myprisminsurance.com/get_a_quote/default.aspx
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Interview with Chad Schneider on Choosing A health Plan
Choosing 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.aspx
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Managing The Financial Impact Of Alzheimers Disease
Interview with Kristin Alfheim And Diana Butz with tips and help in dealing with the Financial Impact of Alzheimers Disease. Want to know if we can help? Get started by going to: https://www.myprisminsurance.com/get_a_quote/default.aspx
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How A 23 Year Old Survives Cancer Physically And Financially
Fighting cancer is a multi-pronged fight. Here we learn the story of Camille Snyder and how she dealt with it.
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Choosing a Health Plan
How 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...
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Learn About One Of The Best - Kept Secrets… Critical Illness Insurance
Make sure your retirement is ready by going to: https://www.myprisminsurance.com/retirement_plans/retirement_review.aspx
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The Next Boom
Make sure your retirement is ready by going to: https://www.myprisminsurance.com/retirement_plans/retirement_review.aspx
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Because I Said I Would
Make sure your retirement is ready by going to: https://www.myprisminsurance.com/retirement_plans/retirement_review.aspx
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Immigration Laws The Dangers Of Not Being Informed
Make sure your retirement is ready by going to: https://www.myprisminsurance.com/retirement_plans/retirement_review.aspx
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But What If I Live
Make sure your retirement is ready by going to: https://www.myprisminsurance.com/retirement_plans/retirement_review.aspx
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How To Make Good Money In A Bad Economy
How To Make Good Money In A Bad Economy by Prab Randhawa
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Money How The Destruction Of The Dollar Threatens The World Economy And What We Can Do About It
Money How The Destruction Of The Dollar Threatens The World Economy And What We Can Do About It by Prab Randhawa
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ABOUT THIS SHOW
Prism Insurance Agency is dedicated to helping improve the lives of our clients through: 1. Reducing Insurance Costs Wherever Feasible 2. Providing Guaranteed Performance Products to help enhance Retirement Savings 3. Reducing the Out of Pocket Costs faced by our clients for College and University Attendance by children and grandchildren 4. Reducing the unknown wealth transfers suffered by our clients through their daily lives 5. Planning for all potential long term consequences our clients could face and mitigating the risks wherever possible. Through a successful implementation of the above tenets, we improve our clients lives both in the near and the long term helping them establish themselves on solid financial footing while making sure that the journey is a pleasant one, along the way.
HOSTED BY
Prab Randhawa
CATEGORIES
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Frequently Asked Questions
How many episodes does Prism Insurance Agency have?
Prism Insurance Agency currently has 153 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Prism Insurance Agency about?
Prism Insurance Agency is dedicated to helping improve the lives of our clients through: 1. Reducing Insurance Costs Wherever Feasible 2. Providing Guaranteed Performance Products to help enhance Retirement Savings 3. Reducing the Out of Pocket Costs faced by our clients for College and University...
How often does Prism Insurance Agency release new episodes?
Prism Insurance Agency publishes regularly with 153 episodes available. Check the episode list for the typical release schedule.
Where can I listen to Prism Insurance Agency?
You can listen to Prism Insurance Agency on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Prism Insurance Agency?
Prism Insurance Agency is created and hosted by Prab Randhawa.
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