Advisors On Call Podcast: Recent Episodes
Greg Ramirez
For more than two decades, Greg Ramirez has been helping people in Southern California retire successfully. Today, he brings his years of experience as an independent financial advisor to KABC and this weekly podcast, helping people get answers to their questions on everything from 401(k)s & IRAs to building tax & income strategies for their retirement years. Greg’s on call for you anytime at www.AdvisorsOnCall.com.
Investment advisory services are offered through Claraphi Advisory Network, LLC (“Claraphi”), an SEC-registered investment adviser. Greg Ramirez is an investment adviser representative of Claraphi. Advisors on Call and Claraphi are not affiliated. Fixed insurance products are offered by Greg Ramirez, CA Insurance License # 0C33435. Fixed insurance and annuities products are not offered or sold through Claraphi. Nothing contained herein constitutes legal, tax or investment advice or any recommendation that any security, portfolio of securities, or investment strategy is suitable for any specific person. Personalized investment advice can only be rendered after the engagement of Claraphi for services, execution of required documentation, including receipt of required disclosures. All investments involve risk and past performance is no guarantee of future results.
Remember your first job and opening your first paycheck? You were probably shocked at just how much you had to pay in taxes. The same may be the case when you start paying yourself in retirement. This week, Greg breaks down how we can help reduce that tax bite. Have a question for Greg? Schedule a time to chat at www.advisorsoncall.com.
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The first GenXers are turning 56 this year, meaning many are within a decade of retiring. This week, Greg explains why retirement planning is a little different for this generation and why they have specific concerns about health care. Plus, find out how you can join us for one of Greg's upcoming Retirement Academy sessions! We're on call 24/7 at www.advisorsoncall.com.
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It's time to get to know Greg Ramirez of Advisors On Call. This week, Greg breaks down bitcoin & why it may not be the best place for your retirement savings. Plus, he'll explain how he got into the business of helping people in Southern California retire successfully. Have a question for Greg? He's on call 24-7 online at www.advisorsoncall.com.
See omnystudio.com/listener for privacy information.