Prism Insurance Agency

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/

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

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

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

“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

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 Wayne Breitbarth, who shares some tips on making the most of this powerful website.

Follow Prism Insurance Agency, Inc. on LinkedIn by going to:

https://www.linkedin.com/company/prism-insurance-agency

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 Tax Reduction Institute, joins us this episode to share some of the most overlooked deductions, as well as to discuss the value of using a tax-tracking tool, which can make things much easier if you have to go through an audit, as well as ensures you are not missing out on any important deductions.

To get a complimentary review of your retirement plan and to ensure your not setting yourself up for failure please go to:

https://www.myprisminsurance.com/retirement_plans/retirement_review.aspx

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 Brian Flynn, Counselor and Coach to young adults of the Millennial Generation. With Social Media, there is a lack of depth and authenticity, which makes it difficult for young adults to build meaningful relationships. Hear Brian’s perspective on what we can do to pass on our values to the new generations and strengthen our own connections in a significant way.

And to make sure that your retirement plan and you are communicating correctly, get a complimentary review by going to:

https://www.myprisminsurance.com/retirement_plans/retirement_review.aspx

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 attorneys who have lent their expertise to hundreds of media sources, including ABC News, The Wall Street Journal, Forbes, Access Hollywood, and Entertainment Tonight to name a few. They’ll discuss what the rich and famous are doing right and wrong when it comes to their wills and estate plans, including the stories of Marvin Gaye, Joan Rivers, Robin Williams and Paul Walker.

And to make sure your retirement is as bright as you are, please go to:

https://www.myprisminsurance.com/retirement_plans/retirement_review.aspx

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 retiring cold turkey when you turn 65, let’s think about how you want to enjoy your Golden Years. Join Prism Insurance Agency as we discuss planning for what you’re retiring to, and not just what you’re retiring from.

To get a custom plan for yourself please go to:

https://www.myprisminsurance.com/retirement_plans/retirement_review.aspx