I hope you enjoy Part II with Dave Olchowka of Prizm, as we talk about where people can get into trouble with their home & auto coverage and how to avoid these pitfalls. We also talk about how often you should review your coverage, and situations that may warrant a fresh review.

We wrap up by sharing 3 reasons people don't review their coverage (and why most people aren't crazy about change in the first place), and how Prizm helps to remove these hurdles.

Again, you are welcome to a complementary review by clicking: Review My Coverage

*this episode was recorded in video format- visit our YouTube Page to watch

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Listen in, as Dave Olchowka of Prizm joins the show to talk about a better way review your home & auto coverage. Dave launched Prizm in 2022, powered by innovative technology paired with human expertise. This leads to a quick and efficient process, while still always having a real person you can talk with.

We talk about why Dave launched Prizm and the problems it addresses, some common mistakes people make when it comes to their own coverage, and I share a bit of my own experience working with Prizm, as my wife and I put our own coverage through the Prizm review process.

I hope you enjoy this conversation, and be sure to take advantage of a complementary review yourself by clicking: Review My Coverage

*this episode was recorded in video format- visit our YouTube Page to watch

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Learn More About Prizm

Email: hello@integrityguidance.com

Today is the conclusion of my conversation with Steve Blackwell, CEO of Invito Energy Partners. In part I, Steve and I talked about oil & gas from an investment standpoint, and how not all oil & gas opportunities are equal, nor do all carry the same risk.

For part II, we pivot to the unique tax benefits that oil & gas can offer, as this is what draws so many investors into the space. We talk about how an investment into oil & gas can be used to directly offset taxable income, but how it has to be done properly in order to qualify. We discuss who may benefit from an allocation to oil & gas, and just as importantly, who likely would not benefit.

We also list off a handful of situations where the immediate tax reduction could be a powerful strategy as a one-time or ongoing use (paying tax on Roth conversion, sale of a business/farm, inheriting IRA funds that lead to higher AGI, offsetting taxable impact of year-end bonuses, "widow's penalty," reducing Medicare IRMAA).

As a reminder, none of this should be taken as investment advice, as a personalized conversation is needed to determine if oil & gas, or any of the strategies we discuss on this show, are right for you and your situation. Further, the opportunity we discuss today is only available to accredited investors, which at the time of this recording, means having in income of $200k plus per year (or $300k joint income), or having an excess of $1 million of investable assets (not including your home).

In the show notes, you can find Invito's executive summary with part one, and a tax benefits guide with this episode. You can also simply reach out if you would like to learn more about this opportunity.

*this episode was recorded in video format- visit our YouTube Page to watch

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Email: hello@integrityguidance.com