Prism Insurance Agency podcast

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تمت الإضافة منذ قبل seven عام

المحتوى المقدم من Prism Insurance Agency and Prab Randhawa. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Prism Insurance Agency and Prab Randhawa أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.

In Her Ellement

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Navigating Career Pivots and Grit with Milo’s Avni Patel Thompson 26:18

منذ 24 يومًا26:18

التشغيل لاحقا

قوائم

إعجاب

احب

26:18

How do you know when it’s time to make your next big career move? With International Women’s Day around the corner, we are excited to feature Avni Patel Thompson, Founder and CEO of Milo. Avni is building technology that directly supports the often overlooked emotional and logistical labor that falls on parents—especially women. Milo is an AI assistant designed to help families manage that invisible load more efficiently. In this episode, Avni shares her journey from studying chemistry to holding leadership roles at global brands like Adidas and Starbucks, to launching her own ventures. She discusses how she approaches career transitions, the importance of unpleasant experiences, and why she’s focused on making everyday life easier for parents. [01:26] Avni's University Days and Early Career [04:36] Non-Linear Career Paths [05:16] Pursuing Steep Learning Curves [11:51] Entrepreneurship and Safety Nets [15:22] Lived Experiences and Milo [19:55] Avni’s In Her Ellement Moment [20:03] Reflections Links: Avni Patel Thompson on LinkedIn Suchi Srinivasan on LinkedIn Kamila Rakhimova on LinkedIn Ipsos report on the future of parenting About In Her Ellement: In Her Ellement highlights the women and allies leading the charge in digital, business, and technology innovation. Through engaging conversations, the podcast explores their journeys—celebrating successes and acknowledging the balance between work and family. Most importantly, it asks: when was the moment you realized you hadn’t just arrived—you were truly in your element? About The Hosts: Suchi Srinivasan is an expert in AI and digital transformation. Originally from India, her career includes roles at trailblazing organizations like Bell Labs and Microsoft. In 2011, she co-founded the Cleanweb Hackathon, a global initiative driving IT-powered climate solutions with over 10,000 members across 25+ countries. She also advises Women in Cloud, aiming to create $1B in economic opportunities for women entrepreneurs by 2030. Kamila Rakhimova is a fintech leader whose journey took her from Tajikistan to the U.S., where she built a career on her own terms. Leveraging her English proficiency and international relations expertise, she discovered the power of microfinance and moved to the U.S., eventually leading Amazon's Alexa Fund to support underrepresented founders. Subscribe to In Her Ellement on your podcast app of choice to hear meaningful conversations with women in digital, business, and technology.…

Prism Insurance Agency

منزل السلاسل•Feed

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.

153 حلقات

#Prism Insurance Agency #Prab Randhawa #Podcasting Education

Prism Insurance Agency

updated منذ 6 أعوام

منزل السلاسل•Feed

153 حلقات

#Prism Insurance Agency #Prab Randhawa #Podcasting Education

Todos os episódios

Prism Insurance Agency

1
How John Protected His Family & Business From Losing Everything 21:42

منذ 6 years21:42

21:42

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 to protect his family and business – just in time. Learn from his example of how to cover your bases in the case of the unexpected. Make sure your family will be okay by having life insurance and get started by going to: https://www.myprisminsurance.com/life/…

Prism Insurance Agency

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Position Yourself For Financial Success 25:52

منذ 6 years25:52

25:52

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 a retirement plan for you by going to: https://www.myprisminsurance.com/retirement_plans/retirement_review.aspx…

Prism Insurance Agency

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A New Look At Life Insurance 16:01

منذ 6 years16:01

16:01

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 for financial security while living, in your estate plan, and as a business owner. Get a life insurance quote today by going to: https://www.myprisminsurance.com/life/…

Prism Insurance Agency

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Economic Trends That Could Affect Your Wallet 22:50

منذ 6 years22:50

22:50

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. Gibran sheds light on how current choices made by the millennial generation, and the financial situation in Greece and Europe have a potential ripple effect on our global economy. Make sure your retirement can withstand economic trends by going to: https://www.myprisminsurance.com/retirement_plans/retirement_review.aspx…

Prism Insurance Agency

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The Art Of Why 20:20

منذ 6 years20:20

20:20

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 think…in order to get the results you want. Make sure your retirement is driven by your why: https://www.myprisminsurance.com/retirement_plans/retirement_review.aspx…

Prism Insurance Agency

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Saving For College Made Easy 24:45

منذ 6 years24:45

24:45

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 529 plans, their influence on taxes and student financial aid, and what costs can be covered by this financial tool outside of a classic 4-year degree. Join Prism Insurance Agency as we explore the intricacies of the 529 College Savings Plan and finding a meaningful, realistic approach to plan for education. Make sure that your ready for college and retirement by going to: https://www.myprisminsurance.com/retirement_plans/retirement_review.aspx…

Prism Insurance Agency

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What Schools Aren’t Teaching Your Kids 17:28

منذ 6 years17:28

17:28

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 Advisors, here to discuss the financial tools available to millennials and how they can plan now to achieve their goals. Learn what millennials might consider when choosing an advisor, and what resources they can use to empower themselves financially. And if your looking to ensure your retirement plan is on the path you want, please go to: https://www.myprisminsurance.com/retirement_plans/retirement_review.aspx…

Prism Insurance Agency

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Your Biggest Purchase – What You Need To Know 24:00

منذ 6 years24:00

24:00

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 the decision to become a homeowner, and closing on a property? Real Estate Expert Scott Stortz asks you to consider these and other critical questions to help you find your ideal home. Make sure you have enough Life Insurance to pay off the mortgage in case something happens to you by going to: https://www.myprisminsurance.com/life/…

Prism Insurance Agency

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Make The Most Of Your Retirement Savings 20:21

منذ 6 years20:21

20:21

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 maximize your retirement contributions. Make sure your Retirement is Ready by going to: https://www.myprisminsurance.com/retirement_plans/retirement_review.aspx…

Prism Insurance Agency

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The Asset You Didn’t Know You Had 17:59

منذ 6 years17:59

17:59

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 premiums, but still need some coverage? Join us as we explore some valuable alternatives to letting your life insurance policy lapse and losing that asset. Get a life insurance quote by going to: https://www.myprisminsurance.com/life/…

Prism Insurance Agency

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Is Owning Life Insurance Worth It? 16:34

منذ 6 years16:34

16:34

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: https://www.myprisminsurance.com/life/…

Prism Insurance Agency

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Career Opportunities and Job Placement Tips 17:43

منذ 6 years17:43

17:43

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 process at South Coast College. Whether you’re a young adult just joining the workforce or an established professional, learn about the basic ingredients to success in the ever-changing job market. Make sure that your ready for retirement by going to: https://www.myprisminsurance.com/retirement_plans/retirement_review.aspx…

Prism Insurance Agency

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Traveling During Retirement 27:04

منذ 6 years27:04

27:04

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 budgets, and opportunities to socialize and get back out into the community! Having your travel logistics handled by professionals behind the scenes allows you more freedom to enjoy the experience. With a focus on what you’re retiring to (versus what you’re retiring from), let’s explore options for fun travel opportunities in retirement! And to make sure your traveling during retirement please go to: https://www.myprisminsurance.com/retirement_plans/retirement_review.aspx…

Prism Insurance Agency

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Critical Documents To Consider 18:47

منذ 6 years18:47

18:47

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 take a look at a few real-life examples of the power of putting these documents in place, and the protection they offer to family members, during health events and in your legacy. Make sure your retirement has been considered thoroughly as well by going to: https://www.myprisminsurance.com/retirement_plans/retirement_review.aspx…

Prism Insurance Agency

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There’s No Place Like Home 20:57

منذ 6 years20:57

20:57

“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 for this week’s episode with Rob Horkheimer, a practicing physical therapist, accessibility consultant, and national instructor, as he discusses what to consider when putting together the pieces of a Long Term Care plan. And to make sure the rest of your retirement goes how you wish, please go to: https://www.myprisminsurance.com/retirement_plans/retirement_review.aspx…

مرحبًا بك في مشغل أف ام!

يقوم برنامج مشغل أف أم بمسح الويب للحصول على بودكاست عالية الجودة لتستمتع بها الآن. إنه أفضل تطبيق بودكاست ويعمل على أجهزة اندرويد والأيفون والويب. قم بالتسجيل لمزامنة الاشتراكات عبر الأجهزة.