PennyWise Financial Podcast: Recent Episodes
Constantine J Kitrinos, CPFA - Managing Partner | Financial Advisor
PennyWise Financial Podcast is a literacy segment designed to provide knowledge and education on all things financial. Advisors from the firm, Monarch Wealth Management, LLC provide tips, insight and introduce strategies from a diverse background of topics. Show Contributions by clients, business owners, and colleagues.
Partners: Constantine J Kitrinos and David T Georgiev Advisors: Diana C Lougen and Mark R Ziemba II Operations Manager: Jason T Georgiev Operations Support: Sam Gueli www.monarchwealthmanagement.com
A Conversation with Charles Forte Jr., MBAThis week on Pennywise Financial, we're thrilled to welcome Charlie, a 2023 addition to our team as a financial advisor and investment manager who brings a wealth of experience and a truly inspiring story. He isn't just a seasoned individual with an extensive career in corporate finance, he brings an extensive background working with endowments and charitable organizations – he's also a testament to overcoming challenges. We'll be having a heartfelt conversation about his journey, including his visual impairment and the unwavering faith, work ethic, and dedication that have fueled his success.Dive deep with us as Charlie shares his insights on the ever-evolving financial landscape. We'll explore concepts like the efficient frontier, investment modeling, and strategic asset allocation, while also discussing how access to diverse asset classes has become more accessible than ever before. This episode is a must-listen for anyone seeking inspiration and practical financial knowledge! Tune in to learn more about Charlie and all he has to bring to the table.#stockmarket #investing #stocks #election #economy #disability #dedication The following music was used for this media project:Music: Back Roads In The Afternoon by Justin Allan ArnoldFreedownload: https://filmmusic.io/song/11209-back-...License (CC BY 4.0): https://filmmusic.io/standard-license
Happy (slightly belated) Valentine's Day! In this special Pennywise episode, we dive headfirst into the red-hot stock market of 2024. Is it love at first sight, or a bubble waiting to burst? We explore the year-to-date gains fueled by a healthy economy, but reveal the hidden singles - sectors that haven't found their groove yet. Plus, we expose the overhyped Romeos - crowded trades headed for a reality check. Don't miss this episode for savvy investment tips that'll keep your portfolio healthy - no heartbreak guaranteed!Tune in and learn:How to navigate a booming market with caution.Which sectors are the true darlings of 2024 (so far).Why some areas are still on the dating app, waiting for a match.
How to identify overvalued trades before they get messy.This episode is your financial cupid - swipe right for smart investing!#stockmarket #investing #stocks #election #economy The following music was used for this media project:Music: Back Roads In The Afternoon by Justin Allan ArnoldFreedownload: https://filmmusic.io/song/11209-back-...License (CC BY 4.0): https://filmmusic.io/standard-license
Rethinking Legacy - The Child-Free Journey with Dr. Jay ZigmontHost: Constantine J Kitrinos, CPFA | Managing Partner | Wealth AdvisorGuest: Dr. Jay Zigmont, MBA, CFP | Found & CEOGuest Website: https://childfreewealth.comThis episode of Pennywise Financial tackles a topic that's as personal as it gets: financial planning for a child-free life. Our guest is Dr. Jay Zigmont, the mastermind behind ChildfreeWealth.com, and together we delve into a world where the traditional goals of wealth preservation and inheritance shift dramatically.For some, the decision to be child-free is a deeply personal one, driven by various factors. Whether it's due to biological limitations, a desire for a different lifestyle, or a focus on alternative aspirations, Dr. Zigmont's approach to financial planning flips the script. His clients prioritize living life to the fullest, maximizing spending and charitable giving throughout their lifetime, rather than leaving a massive nest egg for unseen heirs.As your host, this episode pushed my own boundaries. My journey to parenthood wasn't easy, and grappling with a completely different perspective on legacy was a challenge. But the conversation is honest, thought-provoking, and ultimately, incredibly valuable.Join us as we explore:The unique financial needs and goals of the child-free population. How Dr. Zigmont's strategies differ from traditional financial planning. The emotional complexities surrounding legacy and wealth transfer. Redefining what it means to live a fulfilling and financially secure life. This episode might be controversial, but it's guaranteed to spark conversation and open your mind to new possibilities. Tune in and discover the power of planning for the life you choose to live, with or without children.#childfree #financialplanning #retirementincome #legacy #charitablegiving #consulting #retirement #longtermcare The following music was used for this media project:Music: Back Roads In The Afternoon by Justin Allan ArnoldFreedownload: https://filmmusic.io/song/11209-back-...License (CC BY 4.0): https://filmmusic.io/standard-license
Tax deadline lowdown: Don't miss out! Get the latest on filing deadlines and extensions.Business owner tax strategies: Discover smart tips and tricks to maximize your deductions and minimize your tax burden.War stories and beyond: Dave shares inspiring insights from his time serving in the war and his passion for giving back through charitable ventures.Whether you're a seasoned tax pro or just starting out, this episode is packed with valuable information and down-to-earth advice. Plus, you'll get a glimpse into the heart and mind of a truly remarkable individual.Watch now and Subscribe for more financial wisdom!Leave a comment below with your biggest tax question and we'll POKE Dave for an answer ❓Share this video with your friends and family who could use some tax help!About Dave Young, CPA:Dave Young is the owner of Young & Company CPA's in Rochester, NY. He's a dedicated tax professional with a passion for helping individuals and businesses achieve their financial goals. Beyond his expertise, Dave is a true community leader, actively involved in charitable endeavors and veterans' support groups.Don't miss out on this insightful and inspiring episode! Hit that play button now! ▶️Host: Constantine J Kitrinos, CPFACo-Host: David T Georgiev, MBA, CKAGuest: Dave Young | Young & CompanyWebsite: www.monarchwealthmanagement.comGuest Website: https://youngandcompany.net/The following music was used for this media project:Music: Back Roads In The Afternoon by Justin Allan ArnoldFreedownload: https://filmmusic.io/song/11209-back-...License (CC BY 4.0): https://filmmusic.io/standard-license#PennywisePodcast #TaxTips #RochesterNY #FINCEN #TaxDeadlines #BusinessTaxes #CharitableGiving #VeteransSupport
Ever wondered what it's really like to run a small business? The late nights, the constant hustle, the endless decisions? Today, we pull back the curtain with Joe Yantachka of Partyman Catering. We'll delve into the nitty-gritty of managing finances in a dynamic industry. Joe will share his secret sauce for success, from strategic investments to smart budgeting.
But this isn't just about numbers. We'll also explore the heart of entrepreneurship: the passion, the challenges, and the incredible satisfaction of building something from the ground up. Whether you're a seasoned business owner or just daydreaming about launching your own venture, this episode is packed with valuable insights and inspiration.
So, grab your notebook, put on your thinking cap, and get ready to learn from a true Pennywise pro. Let's get this party started (financially speaking, of course)!
Host: Constantine J Kitrinos, CPFA
Co-Host: David T Georgiev, MBA, CKA Guest: Joseph Yantachka III - Owner, Partyman Catering, Inc.Website: www.monarchwealthmanagement.comGuest Website: https://www.partymancatering.comGuest Email: info@partymancatering.comThe following music was used for this media project:Music: Back Roads In The Afternoon by Justin Allan ArnoldFreedownload: https://filmmusic.io/song/11209-back-...License (CC BY 4.0): https://filmmusic.io/standard-license
Feeling financially lost when it comes to your health? This episode of Pennywise Financial is here to guide you towards smarter spending in the physical therapy world. Join me as I chat with Beth Perry, co-owner of Wellness 360, a unique fitness center prioritizing personalized care and affordability.Forget cookie-cutter gyms! Beth and her team are shaking things up by offering:Personalized one-on-one care: Ditch the crowds and get a program tailored to your specific needs and goals.Convenience: No more juggling schedules – their flexible options fit seamlessly into your busy life.Specialized group classes: Parkinson's, osteoporosis, balance, boxing... they have something for everyone, regardless of their limitations.Caregiver support groups: Find community and resources while supporting your loved ones' health journey.But it's not just about the services. Beth and her team are what truly sets Wellness 360 apart. They're motivated, focused, and treat everyone with the utmost respect and dignity.Listen in to discover:1. How Beth built a fitness center that caters to individual needs and budgets.2. The surprising ways personalized care can be more affordable than generic gym memberships.3. How to find fitness solutions that fit your lifestyle, not the other way around.4. The heartwarming story of their caregiver support group and its impact on the community.This episode is for anyone who:Wants to improve their health but feels overwhelmed by traditional fitness options.Seeks personalized care and attention without breaking the bank.Believes in the power of community and support when it comes to achieving health goals.Ready to find your perfect fitness fit? Tune in to the Pennywise Podcast and see how Wellness 360 can help you reach your goals, both physically and financially.Let's spread the word about smart spending and healthy living together. Host: Constantine J Kitrinos, CPFA Guest: Beth Parry, PTA, LMT, Co-Owner | Wellness360Website: www.monarchwealthmanagement.comGuest Website: https://www.wellness360fitness.com/Guest Email: info@wellness360fitness.comThe following music was used for this media project:Music: Back Roads In The Afternoon by Justin Allan ArnoldFreedownload: https://filmmusic.io/song/11209-back-roads-in-the-afternoonLicense (CC BY 4.0): https://filmmusic.io/standard-license
We're well into the new year and we look back on some of the most popular holiday gifts purchased as well as some of the ones under our tree. My guest is Sebastian Alexander Kitrinos and he was proud to talk about some of our favorite past times as well as the benefits and drawbacks of technology. Bash talks about the frustration he has sometimes when trying to reach his goals and how sometimes even the best planning requires you to make changes. It's always a pleasure to have the kid on and mix a little quality time with some business.Host: Constantine J Kitrinos, CPFA Guest: Sebastian Alexander KitrinosWebsite: www.monarchwealthmanagement.comThe following music was used for this media project:Music: Back Roads In The Afternoon by Justin Allan ArnoldFreedownload: https://filmmusic.io/song/11209-back-roads-in-the-afternoonLicense (CC BY 4.0): https://filmmusic.io/standard-licenseMusic: Holiday Shimmer And Shine by Justin Allan ArnoldFree download: https://filmmusic.io/song/11597-holiday-shimmer-and-shineLicensed under CC BY 4.0: https://filmmusic.io/standard-license
Daylight is scarce, shopping is rampant, and people are out and about this holiday season to close the year on a high note. Besides all the family and fun, it's also a good time for people to take a look back on the year and reflect. Constantine looks back at the price of goods and services and talks about the sectors of the market that have gone up throughout the year and those that have been challenged. Host: Constantine J Kitrinos, CPFA Website: www.monarchwealthmanagement.com
The link mentioned in this episode with information on how and where to go to freeze your credit
https://bit.ly/KeepItSafeHolidays2023The following music was used for this media project:Music: Back Roads In The Afternoon by Justin Allan ArnoldFreedownload: https://filmmusic.io/song/11209-back-roads-in-the-afternoonLicense (CC BY 4.0): https://filmmusic.io/standard-licenseMusic: Holiday Shimmer And Shine by Justin Allan ArnoldFree download: https://filmmusic.io/song/11597-holiday-shimmer-and-shineLicensed under CC BY 4.0: https://filmmusic.io/standard-license
Having your financial house in order includes your Estate plan. Estate planning is the PennyWise thing to do. Kevin Johnson, Esq from Klafehn Heise & Johnson, PLLC joins the show to talk about helping clients and some of the biggest misconceptions people have about our judicial system.
Host: Constantine J Kitrinos, CPFA
Guest: Kevin Johnson, ESQ | Klafehn Heise & Johnson, PLLC
Co-Host: David T Georgiev, MBA, CKA
Website: www.monarchwealthmanagement.com
Guest Website: www.khjlaw.com
Guest Email: reception@khjlaw.com
The following music was used for this media project:
Music: Back Roads In The Afternoon by Justin Allan Arnold
Freedownload: https://filmmusic.io/song/11209-back-roads-in-the-afternoonLicense (CC BY 4.0): https://filmmusic.io/standard-license
The real estate market is pretty rough for any buyer right now with a ton of obstacles making the process a little less than fun. Greg from The GC Homes Team at RemaxPlus tells us how he's helping clients navigate this tumultuous market. Headaches no more with the way Greg works with his clients and buyers. We talk economy, rates, inflation, the process, buying & selling homes, flipping, wholesale and other real estate investing topics. #realestate #investing #homebuyers #homebuying #mortgage #interestrates #inflation #sellingmyhome #buyingahome #realtor Host: Constantine J Kitrinos, CPFA Guest: Greg Castirchini | Associate Real Estate Broker | The GC Homes TeamCo-Host: David T Georgiev, MBA, CKAWebsite: www.monarchwealthmanagement.comGuest Website: www.thegchomesteam.comGuest Email: GREGG@THEGCHOMESTEAM.COM The following music was used for this media project:Music: Back Roads In The Afternoon by Justin Allan ArnoldFreedownload: https://filmmusic.io/song/11209-back-roads-in-the-afternoonLicense (CC BY 4.0): https://filmmusic.io/standard-license
Finding the right place to call home is a really tough one. For many it's a struggle because it feels like you're giving up control and sacrificing independence. That's where Holly Crocker comes in and makes the whole process better. She works with the family every step of the way to make sure you're doing the right thing. #seniorliving #seniorcommunity #seniorhousing #senioradvocate #seniorliving #seniorcitizens Host: Constantine J Kitrinos, CPFA Guest: Holly Crocker | Senior Living AdvisorWebsite: www.monarchwealthmanagement.comGuest Website: www.oasissenioradvisors.com/rochester/The following music was used for this media project:Music: Back Roads In The Afternoon by Justin Allan ArnoldFreedownload: https://filmmusic.io/song/11209-back-roads-in-the-afternoonLicense (CC BY 4.0): https://filmmusic.io/standard-license
Liz from the Liz Harley Allstate Agency in Victor joins the show to talk about the things you already know, the things you think you know, and the things you should know. We're all facing the rising cost of living but saving a few pennies to pay many, many dollars down the road never adds up. She brings years of experience and many stories to the show. Hopefully, you learn a thing or two or brush up on some things you used to know. We have some laughs with Liz but the value she brings to our clients and followers gives us even more to smile about. #insurance #protection #automobile #home #allstate #insuranceagent Host: Constantine J Kitrinos, CPFA Guest: Liz Harley | Liz Harley Allstate AgencyCo-Host: David T Georgiev, MBA, CKAWebsite: www.monarchwealthmanagement.comGuest Website: https://bit.ly/TalkToLizThe following music was used for this media project:Music: Back Roads In The Afternoon by Justin Allan ArnoldFreedownload: https://filmmusic.io/song/11209-back-roads-in-the-afternoonLicense (CC BY 4.0): https://filmmusic.io/standard-license
Today, we chat with Frank DeSantis, owner and operator of Salvatore's Barber Shop in Chili, New York. Being in a barber shop exposes you to conversations between other business owners, CEOs, and white and blue-collar employees. What a great way to get some insight into the general public's spending habits and measure the perception of the health of the economy. Frank doesn't hold back any punches and talks about how he reaches a state of Zen. #Economy #spending #money #PennyWiseFinancial #Podcast #barber #barbershop #barbershoptalk Host: Constantine J Kitrinos, CPFA Guest: Frank DeSantisCo-Host: David T Georgiev, MBA, CKAWebsite: www.monarchwealthmanagement.comGuest Website: https://chilibarbershop.comThe following music was used for this media project:Music: Back Roads In The Afternoon by Justin Allan ArnoldFreedownload: https://filmmusic.io/song/11209-back-roads-in-the-afternoonLicense (CC BY 4.0): https://filmmusic.io/standard-license
What else can you expect from a local Barber Shop Owner. Topics go all over the place and don't quite get to Aliens, but Frank was ready to talk "Aliens" if need be. Maybe next time.
Today, we chat with Frank DeSantis, owner and operator of Salvatore's Barber Shop in Chili, New York. Being in a barber shop exposes you to conversations between other business owners, CEOs, and white and blue-collar employees. What a great way to get some insight into the general public's spending habits and measure the perception of the health of the economy. Frank doesn't hold back any punches and talks about how he reaches a state of Zen. #Economy #spending #money #PennyWiseFinancial #Podcast #barber #barbershop #barbershoptalk Host: Constantine J Kitrinos, CPFA Guest: Frank DeSantisCo-Host: David T Georgiev, MBA, CKAWebsite: www.monarchwealthmanagement.comGuest Website: https://chilibarbershop.comThe following music was used for this media project:Music: Back Roads In The Afternoon by Justin Allan ArnoldFreedownload: https://filmmusic.io/song/11209-back-roads-in-the-afternoonLicense (CC BY 4.0): https://filmmusic.io/standard-license
This episode focuses on one specific topic all of us will be faced with in retirement, healthcare. Our discussion with a local expert helps us know more about the process and understand how complicated your choices can be when trying to tackle this on your own. We've all heard of Medicare and might understand some of the basics, but today's guest helps us uncover the things you may not know. Brenda Foster from the Medicare Marketplace is our guest and she delivers timely information for retirees needing to make their annual elections during the open enrollment period this year between October 15th - December 7th. It's happening and the time is now! Get the help you deserve and reach out to Brenda to educate yourself and make the best choice for your healthcare in retirement.#Medicare #Retire #Healthcare #Medigap #OpenEnrollment #PennyWiseFinancial #Podcast #ConsultantHost: Constantine J Kitrinos, CPFA Guest: Brenda FosterCo-Host: David T Georgiev, MBA, CKAWebsite: www.monarchwealthmanagement.comGuest Website: www.themedicaremarketplace.comThe following music was used for this media project:Music: Back Roads In The Afternoon by Justin Allan ArnoldFreedownload: https://filmmusic.io/song/11209-back-roads-in-the-afternoonLicense (CC BY 4.0): https://filmmusic.io/standard-license
A best-selling author, speaker, mentor, and coach gives us his story on overcoming debt and how he mentors others to do the same and much more. Marcus Garrett joins us to share some personal life experiences on how he got started with his coaching, guidance, and debt elimination programs. He is passionate about what he does and takes a different approach to just one simple process to reach success. This was a great conversation to discuss his journey and should inspire others as well. #LongTermApproach #BetterOutcomes #Invest #Grow #Protect #Debt #Plan #MarketOutlook #MarketTrends #Recession #Evolving #Economy #Stocks #Bonds #InterestRates #Energy #PennyWiseFinancial #Podcast #DebtFreeHost: Constantine J Kitrinos, CPFA Guest: Marcus Garrett | www.themarcusgarrett.comWebsite: www.monarchwealthmanagement.comThe following music was used for this media project:Music: Back Roads In The Afternoon by Justin Allan ArnoldFreedownload: https://filmmusic.io/song/11209-back-roads-in-the-afternoonLicense (CC BY 4.0): https://filmmusic.io/standard-license
We were graced by the presence of Andrew White, hailing from Philadelphia. He has been at Vanguard for over a decade and brings some good dialogue to the table. He shares his first experience with a Garbage Plate and the market outlook, the fed, interest rates and positioning. Are we in a recession? Does it make sense to jump ship out of stocks and hide in cash? He shares insight from his research team and references studies done by Vanguard about the power and impact a trusted advisor can have on an individual's financial plan. Andrew points out the difference between cost and value. Focus on the wrong thing, and you could be missing out.
Tune in and subscribe to hear this and more. #LongTermApproach #BetterOutcomes #Invest #Grow #Protect #Election #MarketOutlook #MarketTrends #Recession #Vanguard #AndrewWhite #EverChanging #Evolving #Economy #Stocks #Bonds #InterestRates #Energy #PennyWiseFinancial #PodcastHost: Constantine J Kitrinos, CPFA
Co-Host: David T Georgiev, MBA, CKA
Guest: Andrew White | Vanguard
Website: www.monarchwealthmanagement.com
The following music was used for this media project:
Music: Back Roads In The Afternoon by Justin Allan ArnoldFree
download: https://filmmusic.io/song/11209-back-roads-in-the-afternoon
License (CC BY 4.0): https://filmmusic.io/standard-license
Budgeting has never been more important than right now for many Americans across the nation. Inflation is crushing folks living on a fixed income and forcing us all to take inventory of our spending, habits and figuring out what our needs versus our wants. Today we chat with Sebastian and hear what's important from the perspective of a first grader. You'll hear everything from how he would spend his income to the things that matter most to him.
Topics were made up by him on the spot. He begged to be on the show and enjoys coming on and helping "Dad" educate and guiding clients to financial independence and happier lives.
Tune in and subscribe to hear this and more. #INCOME #BUDGETING #FINANCIALPLAN #INCOMENEEDS #SPENDING #EDUCATION #FINANCIALWELLNESS #CONSULTING #PASSIVEINCOME #CASHFLOW #SAVE #INVEST #GROW
Host: Constantine J Kitrinos, CPFA
Co-Host: Sebastian Alexander Kitrinos
Website: www.monarchwealthmanagement.com
The following music was used for this media project:
Music: Back Roads In The Afternoon by Justin Allan ArnoldFree
download: https://filmmusic.io/song/11209-back-roads-in-the-afternoon
License (CC BY 4.0): https://filmmusic.io/standard-license
Ever watch those catchy ads on TikTok, Facebook Reels, Instagram or Youtube? You know the ones that tell you everything you've ever wanted, hoped and dreamed for in an "investment". It's the account where you invest money, never lose, have guarantees, have no limits on how much you can put in, collect tax-free income for life and forget about any of the IRS rules as well because those don't apply. 🤣
Our firm has been getting more and more calls asking about these ads and what they're talking about. Watch or listen to the latest episode of PennyWise Financial to get a grip on reality and understand more the benefits those ads promote. It's NOT that the product is the issue, it's the way they're being sold.
Tune in and subscribe to hear this and more. #PROFIT #IUL #LIFEINSURANCE #DEATHBENEFIT #LEGACY #FINANCIALPLANNING #RISK #PROTECTION #RISKFREE #TAXFREE #TAX
Host: Constantine J Kitrinos, CPFA
Co-Host: David T Georgiev, MBA, CKA
Website: www.monarchwealthmanagement.com
The following music was used for this media project:
On Hold For You by Kevin MacLeod
Link: https://incompetech.filmmusic.io/song/6928-on-hold-for-you
License: https://filmmusic.io/standard-license
Music: Spirit Of Achievement [Full version] by MusicLFilesFree
download: https://filmmusic.io/song/11216-spirit-of-achievement-full-version
License (CC BY 4.0): https://filmmusic.io/standard-license
Music: Back Roads In The Afternoon by Justin Allan ArnoldFree
download: https://filmmusic.io/song/11209-back-roads-in-the-afternoon
License (CC BY 4.0): https://filmmusic.io/standard-license
This is an intro for Episode 91 | Season 5 of the PennyWise Financial Podcast Featuring David T Georgiev, MBA and host Constantine J Kitrinos, CPFA. Watch the full episode to learn more about why Constantine can't stand these ads being pushed out about a decent policy that's being "sold" in a misleading way.
It's been about 20 years since I've been in the ring but I hopped back in with the chance to spar with Rocky. Today's guest is Rocky Lalvani from Profit Comes First and he gives us a glimpse into how he helps small business owners understand, develop and maximize the most important part of their business - PROFIT!
If you're a small business owner looking to do the same, his contact information can be found below. Tune in and subscribe to hear this and more. #profit #smallbusiness #selfemployed #business #maximizepotential #consulting
Host: Constantine J Kitrinos, CPFA
Website: www.monarchwealthmanagement.com
Guest: Rocky Lalvani
Website: www.profitcomesfirst.com
The following music was used for this media project: On Hold For You by Kevin MacLeodLink: https://incompetech.filmmusic.io/song/6928-on-hold-for-you
License: https://filmmusic.io/standard-license
Music: Spirit Of Achievement [Full version] by MusicLFilesFree download: https://filmmusic.io/song/11216-spirit-of-achievement-full-version
License (CC BY 4.0): https://filmmusic.io/standard-license
Music: Back Roads In The Afternoon by Justin Allan ArnoldFree download: https://filmmusic.io/song/11209-back-roads-in-the-afternoon
License (CC BY 4.0): https://filmmusic.io/standard-license
One might question why we would have guests on the show who share similar business models or overlapping services to address the needs of our client base. The reality is, we view others in our field as colleagues, peers and people we can share ideas with and learn something new at the same time. Our firm practices and delivers all encompassing planning, but perhaps not in the same way as others. Today's guest is Adam Carroll, the founder of the Shred Method and we chat about the way he approaches a very important topic to most - debt. We learn more about his process, how it works and who he helps. Adam's system is adaptable and engaging as he works with clients throughout their journey from improving cash flow to income independence. We discuss the basic concepts and blueprint of how it all works. There are tons of resources out there that look to address financial goals, but Adam's drive, passion and ongoing engagement may be the differentiator you're looking for. It was a pleasure to have him on the show and share ideas and concepts around tackling debt and the value of improving cashflow and what it should be doing for you. His contact information can be found below.
Tune in and subscribe to hear this and more! #invest #grow #protect #stocks #bonds #retirement #income #cashflow #debt #tedex #speaker #author
Host: Constantine J Kitrinos, CPFA
Website: www.monarchwealthmanagement.com
Guest: Adam CarrollWebsite: www.theshredmethod.com
Credit below for music used in commercials intros/outros etc.
Intro
Welcome to the Show by Kevin MacLeod
Link: https://incompetech.filmmusic.io/song/4614-welcome-to-the-show
License: https://filmmusic.io/standard-license
Commercials
Grand Dark Waltz Allegretto by Kevin MacLeod
Link: https://filmmusic.io/song/7920-grand-dark-waltz-allegretto
License: https://filmmusic.io/standard-license
Valse Gymnopedie by Kevin MacLeod
Link: https://filmmusic.io/song/7928-valse-gymnopedie
License: https://filmmusic.io/standard-license
Disclosure
On Hold For You by Kevin MacLeod
Link: https://incompetech.filmmusic.io/song/6928-on-hold-for-you
License: https://filmmusic.io/standard-license
People have a prudent duty to analyze expenses, budget and adjust accordingly. This is becoming more and more important as the economy continues to weaken and we take inventory of the products and services we're paying for. A few things we can't live without are food, shelter, and Netflix, so that means everything else is labeled a "luxury". All kidding aside, these are desperate times for many - especially those on a fixed income, and near, or in retirement. Those folks are not going to have more time for their portfolio's to grow fast enough or have the ability to work and make more money. Income for that segment of the population is struggling to find ways so they can survive in their retirement years with dignity due to the rate of inflated costs they're seeing at the grocery stores and other compulsory living expenses. One of those costs can be advisory fees. The next consideration is cost vs value and this is something addressed on this episode of the podcast. It's an independent opinion and an important one.
Tune in and subscribe to hear this and more! #invest #grow #protect #stocks #bonds #alternatives #retirement #interestrates #mortgage #cost #value #advisor #fees
Host: Constantine J Kitrinos, CPFA
Co-Host: Jason T Georgiev
Website: www.monarchwealthmanagement.com
Credit below for music used in commercials intros/outros etc.
Intro
Welcome to the Show by Kevin MacLeod
Link: https://incompetech.filmmusic.io/song/4614-welcome-to-the-show
License: https://filmmusic.io/standard-license
Commercials
Grand Dark Waltz Allegretto by Kevin MacLeod
Link: https://filmmusic.io/song/7920-grand-dark-waltz-allegretto
License: https://filmmusic.io/standard-license
Valse Gymnopedie by Kevin MacLeod
Link: https://filmmusic.io/song/7928-valse-gymnopedie
License: https://filmmusic.io/standard-license
Disclosure
On Hold For You by Kevin MacLeod
Link: https://incompetech.filmmusic.io/song/6928-on-hold-for-you
License: https://filmmusic.io/standard-license
Things are putting a smile on the faces of many investors as the markets continue their consistent trend upwards. After last years volatility and losses, can these moves instill enough confidence for investors to feel better about their overall plan? We're still facing problems in the market that haven't been resolved, but can the market see past all the bad news? Earnings, consumer spending, inflation, the Fed and the war in Ukraine continue to pose a challenge for smooth sailing from this point out. Moving past COVID will reveal the new world we're living in with most back to what we would call "normal" and others that could be different forever. Cryptocurrencies could have seen their bottom as they're are trending higher despite exposing #fraud and potential issues with various wallets and storage.
Tune in and subscribe to hear this and more! #invest #grow #protect #stocks #bonds #alternatives #retirement #smallbusiness #selfemployed #realestate #cryptocurrency #interestrates #mortgage
Host: Constantine J Kitrinos, CPFA
Co-Host: Jason T Georgiev
Website: www.monarchwealthmanagement.com
Credit below for music used in commercials intros/outros etc.
Intro
Welcome to the Show by Kevin MacLeod
Link: https://incompetech.filmmusic.io/song/4614-welcome-to-the-show
License: https://filmmusic.io/standard-license
Commercials
Grand Dark Waltz Allegretto by Kevin MacLeod
Link: https://filmmusic.io/song/7920-grand-dark-waltz-allegretto
License: https://filmmusic.io/standard-license
Valse Gymnopedie by Kevin MacLeod
Link: https://filmmusic.io/song/7928-valse-gymnopedie
License: https://filmmusic.io/standard-license
Disclosure
On Hold For You by Kevin MacLeod
Link: https://incompetech.filmmusic.io/song/6928-on-hold-for-you
License: https://filmmusic.io/standard-license
Happy New Year, and welcome to the first episode of 2023! It's year five and our 86th episode under our belt. Thanks again for clients and prospects listening to and supporting the show. A New Year usually brings about change in several different ways. Don't get too cozy with rules because the only thing consistent is that they change - all the time. We barely scratch the surface and look at the Secure Act 2.0 that passed days before the new year. The act changes a number of things relating to retirement plans, distributions, penalties, and a bunch more that impact business owners. Will the act's passage make things safer, more transparent and more straightforward? To be determined. One thing it does is preserve job security for #advisors, #attorneys, and #CPAs. The markets show promise, and retail investors seem to be loosening their seat belts just a couple of days into 2023. Could this mean we might have a soft landing where seat belts are optional? The first few months should indicate if the economy and the market could somehow ease away from a recession. Don't get ready for the airbags to deploy just yet!
Tune in and subscribe to hear this and more! #invest #grow #protect #stocks #bonds #alternatives #retirementplan #smallbusiness #selfemployed #secureact #spending #rules
Host: Constantine J Kitrinos, CPFA
Co-Host: Jason T Georgiev
Website: www.monarchwealthmanagement.com
Credit below for music used in commercials intros/outros etc.
Intro
Welcome to the Show by Kevin MacLeod
Link: https://incompetech.filmmusic.io/song/4614-welcome-to-the-show
License: https://filmmusic.io/standard-license
Commercials
Grand Dark Waltz Allegretto by Kevin MacLeod
Link: https://filmmusic.io/song/7920-grand-dark-waltz-allegretto
License: https://filmmusic.io/standard-license
Valse Gymnopedie by Kevin MacLeod
Link: https://filmmusic.io/song/7928-valse-gymnopedie
License: https://filmmusic.io/standard-license
Disclosure
On Hold For You by Kevin MacLeod
Link: https://incompetech.filmmusic.io/song/6928-on-hold-for-you
License: https://filmmusic.io/standard-license
In the final episode of the year and to closeout season 4, Constantine has David and Chris on to reflect on the happenings of this year and how things might shake out in the new year. Santa Rally in the cards? There are a few trading days left in the year, but no-one can say for sure what will happen. Unemployment, interest rates, the fed, overall state of the economy, challenges and data that support a tough environment may be changing course if a few things can get buttoned up. Hear from the trio and get a different flavor of market talk as they dive into retail spending, jobs and market cycles as we navigate from peak to trough and look for support to establish a bottom.
Tune in and subscribe to hear this and more! #invest #grow #protect #stocks #bonds #alternatives #crypto #retirementplan #smallbusiness #selfemployed
Host: Constantine J Kitrinos, CPFA
Guest-Hosts: David T Georgiev and Chris Fossum
Website: www.monarchwealthmanagement.com
Credit below for music used in commercials intros/outros etc.
Intro
Welcome to the Show by Kevin MacLeod
Link: https://incompetech.filmmusic.io/song/4614-welcome-to-the-show
License: https://filmmusic.io/standard-license
Commercials
Grand Dark Waltz Allegretto by Kevin MacLeod
Link: https://filmmusic.io/song/7920-grand-dark-waltz-allegretto
License: https://filmmusic.io/standard-license
Valse Gymnopedie by Kevin MacLeod
Link: https://filmmusic.io/song/7928-valse-gymnopedie
License: https://filmmusic.io/standard-license
Disclosure
On Hold For You by Kevin MacLeod
Link: https://incompetech.filmmusic.io/song/6928-on-hold-for-you
License: https://filmmusic.io/standard-license
The end of the year is weeks away and we'll be closing the door on an awful year, but it's not over yet. People are creatures of habit and have a tendency to wait until the last minute for just about everything. Investment accounts and tax considerations are no different. This time of year is notorious for people rushing to get started on a 401(k)'s, SIMPLE IRA's, IRA contributions, RMD's, HSA contributions and any other strategy that can make a big difference in your tax planning and retirement goals.
Jason and Constantine discuss market trends and parts of the market that have left portfolio's maimed. Good ole balanced, 60/40 portfolio's that were touted as standing the test of time have reported losses nearing 20% for the year. Ouch! Working with our clients and maintaining a sharp focus on goals based planning have kept our clients on track as they work towards their goals.
Tune in and subscribe to hear this and more! #goals #invest #grow #protect #stocks #bonds #alternatives #crypto #rmd #ira #401k #hsa #rothira #retirementplan #smallbusiness #selfemployed
Host: Constantine J Kitrinos, CPFA
Co-Host: Jason T Georgiev
Website: www.monarchwealthmanagement.com
Credit below for music used in commercials intros/outros etc.
Intro
Welcome to the Show by Kevin MacLeod
Link: https://incompetech.filmmusic.io/song/4614-welcome-to-the-show
License: https://filmmusic.io/standard-license
Commercials
Grand Dark Waltz Allegretto by Kevin MacLeod
Link: https://filmmusic.io/song/7920-grand-dark-waltz-allegretto
License: https://filmmusic.io/standard-license
Valse Gymnopedie by Kevin MacLeod
Link: https://filmmusic.io/song/7928-valse-gymnopedie
License: https://filmmusic.io/standard-license
Disclosure
On Hold For You by Kevin MacLeod
Link: https://incompetech.filmmusic.io/song/6928-on-hold-for-you
License: https://filmmusic.io/standard-license
Some people cringe at the thought of planning for all their "stuff" and what happens to their children. Estate planning is not an easy thing to tackle, but it's a necessity because without a plan, the state has one for you. We've been helping more and more clients as they navigate a family loss. What it means as far as distributing money, taxes and who's in charge of it all.
Chances are you've had a couple of jobs over the years. It's important to keep track of your retirement accounts throughout the years or you could forget what you own, keep them in an account that nobody is managing and lose a ton of money. This year is a reminder for many and opening statements after years of neglect can be painful. Luckily we have a solution to help ensure we capture your old accounts and make them part of your overall financial plan.
Tune in and subscribe to hear this and more! #estateplan #will #powerofattorney #trust #probate #death #401k #403b #retirement #investment #ira #money #wealth #financialplan #retirementplan
Host: Constantine J Kitrinos, CPFA
Co-Host: Jason T Georgiev
Website: www.monarchwealthmanagement.com
Credit below for music used in commercials intros/outros etc.
Intro
Welcome to the Show by Kevin MacLeod
Link: https://incompetech.filmmusic.io/song/4614-welcome-to-the-show
License: https://filmmusic.io/standard-license
Commercials
Grand Dark Waltz Allegretto by Kevin MacLeod
Link: https://filmmusic.io/song/7920-grand-dark-waltz-allegretto
License: https://filmmusic.io/standard-license
Valse Gymnopedie by Kevin MacLeod
Link: https://filmmusic.io/song/7928-valse-gymnopedie
License: https://filmmusic.io/standard-license
Disclosure
On Hold For You by Kevin MacLeod
Link: https://incompetech.filmmusic.io/song/6928-on-hold-for-you
License: https://filmmusic.io/standard-license
And the market sale continues. Black Friday deals have the ability to entice even the most cost-conscious consumer. This year it's NOT only the large-screen TVs that come at a discount. There's no shortage of stocks, bonds, and alternative investments that come with a 30% coupon. Will it be enough to settle the market turmoil and end the bear market? Conviction, earnings, and some type of catalyst other than buying stocks cheaper than they were selling a year ago. We need a catalyst and so far there's not much hope that'll arrive due to the big sales after this Thanksgiving holiday. In the meantime, enjoy the turkey and conversations with family. A big meal and some rest may be just what the doctor ordered for the reset button to be triggered.
Tune in and subscribe to hear this and more! #blackfriday #sale #stocks #bonds #catalyst #inflation #marketloss
Host: Constantine J Kitrinos, CPFA
Co-Host: Jason T Georgiev
Website: www.monarchwealthmanagement.com
Credit below for music used in commercials intros/outros etc.
Intro
Welcome to the Show by Kevin MacLeod
Link: https://incompetech.filmmusic.io/song/4614-welcome-to-the-show
License: https://filmmusic.io/standard-license
Commercials
Grand Dark Waltz Allegretto by Kevin MacLeod
Link: https://filmmusic.io/song/7920-grand-dark-waltz-allegretto
License: https://filmmusic.io/standard-license
Valse Gymnopedie by Kevin MacLeod
Link: https://filmmusic.io/song/7928-valse-gymnopedie
License: https://filmmusic.io/standard-license
Disclosure
On Hold For You by Kevin MacLeod
Link: https://incompetech.filmmusic.io/song/6928-on-hold-for-you
License: https://filmmusic.io/standard-license
Mid-Term elections are over, CPI numbers are in and the overall market is responding. Boring is out and "tech" is back in, for today that is. Fall is over and the winter is moving into the northeast. That means higher heating bills and utilities in the coming months. We continue to fight off inflation and the fed and look for opportunities to invest. Are the cryptocurrencies setup for a big turnaround or is this when the nail gets hammered into the coffin? Trouble is knocking on the door of cryptos, miners and wallets across the globe. Hear Constantine's view on the economy in the coming months and the difference between easing off the pedal and slamming on the brakes. People are working, business are struggling to fill positions, the unemployed can't find jobs, companies are laying off and unemployment remains at record lows - what give's? The skew can tell a different story. Tune in and subscribe to hear this and more! #bonds #income #interestrates #inflation #economy #unemployment #recession #jobs Host: Constantine J Kitrinos, CPFA Co-Host: Jason T Georgiev Website: www.monarchwealthmanagement.com Credit below for music used in commercials intros/outros etc. Intro Welcome to the Show by Kevin MacLeod Link: https://incompetech.filmmusic.io/song/4614-welcome-to-the-show License: https://filmmusic.io/standard-license Commercials Grand Dark Waltz Allegretto by Kevin MacLeod Link: https://filmmusic.io/song/7920-grand-dark-waltz-allegretto License: https://filmmusic.io/standard-license Valse Gymnopedie by Kevin MacLeod Link: https://filmmusic.io/song/7928-valse-gymnopedie License: https://filmmusic.io/standard-license Disclosure On Hold For You by Kevin MacLeod Link: https://incompetech.filmmusic.io/song/6928-on-hold-for-you License: https://filmmusic.io/standard-license
The economy is slow, spending is going down and profits are beginning to shrink. Jerome Powell and the Federal Reserve are starting to smile, but is it enough? Smiles can only take you so far. Rates have been going up consistently which is helping to bring down CPI, but at this rate we're crawling into an inevitable whole called a recession. It's a slow dance which should've been more of a breakdance. You wouldn't want to punish yourself by watching either one of these hosts do any kind of dancing! Constantine and Jay touch on one of the only places that has seen profits this year, some creative income producing assets classes and how they measure up and pile on concerns about the economy. You can expect to hear about a record breaking $1.9B lottery, election results, divided government, Twitter & Elon Musk and the impacts of the daylight savings changes. Tune in and subscribe to hear this and more! #bonds #income #interestrates #inflation #economy #twitter #ElonMusk #lottery
Host: Constantine J Kitrinos, CPFA
Co-Host: Jason T Georgiev
Website: www.monarchwealthmanagement.com
Credit below for music used in commercials intros/outros etc.
Intro
Welcome to the Show by Kevin MacLeod
Link: https://incompetech.filmmusic.io/song/4614-welcome-to-the-show
License: https://filmmusic.io/standard-license
Commercials
Grand Dark Waltz Allegretto by Kevin MacLeod
Link: https://filmmusic.io/song/7920-grand-dark-waltz-allegretto
License: https://filmmusic.io/standard-license
Valse Gymnopedie by Kevin MacLeod
Link: https://filmmusic.io/song/7928-valse-gymnopedie
License: https://filmmusic.io/standard-license
Disclosure
On Hold For You by Kevin MacLeod
Link: https://incompetech.filmmusic.io/song/6928-on-hold-for-you
License: https://filmmusic.io/standard-license
Working for a company that offers benefits is great; owning your own business can be much, much better. That's right, you call all the shots, make your own schedule, set your own goals, and create a brand for yourself. It's all glitz and glam, but it doesn't come for those without the heart and dedication to make it work. A big difference between being the employer versus being the employee is the benefits package. Not all business owners know the best health plans to consider, understand life insurance, or even what retirement plan they should be considering. Some of the benefits are stackable. Yes, you can couple different plans to maximize tax deductions and savings for your retirement. Let's NOT forget about your old retirement plans and what to do with those as well. Interest rates, war, recession, fear, mid-term election, inflation, supply chain issues and a boat load of other concerns that are leaving many in panic mode. We look at things you can do right now to protect principal or reduce risk. Consider losing less than the market a win to be celebrated. Tune in and subscribe to hear this and more! #insurance #war #ukraine #finance #inflation #currentevents #bonds #fixedincome #interestrates
Host: Constantine J Kitrinos, CPFA
Co-Host: Jason T Georgiev
Website: www.monarchwealthmanagement.com
Credit below for music used in commercials intros/outros etc.
Intro
Welcome to the Show by Kevin MacLeod
Link: https://incompetech.filmmusic.io/song/4614-welcome-to-the-show
License: https://filmmusic.io/standard-license
Commercials
Grand Dark Waltz Allegretto by Kevin MacLeod
Link: https://filmmusic.io/song/7920-grand-dark-waltz-allegretto
License: https://filmmusic.io/standard-license
Valse Gymnopedie by Kevin MacLeod
Link: https://filmmusic.io/song/7928-valse-gymnopedie
License: https://filmmusic.io/standard-license
Disclosure
On Hold For You by Kevin MacLeod
Link: https://incompetech.filmmusic.io/song/6928-on-hold-for-you
License: https://filmmusic.io/standard-license
Today's episode features the one and only David Georgiev! Joining us for the last episode in September, David gives some great insight to the current landscape of the market and how to endure what is going on. The guys also stress the importance of not acting or investing emotionally. We discuss many things from #hurricaneian to insurance and much more - you never know what you're going to get when David joins! Sam, Constantine, and David chat about #investing, #marketloss, #insurance, #finance, #inflation, and #currentevents among other things relevant to the market right now. Tune in and subscribe to hear this and more!
Host: Constantine J Kitrinos, CPFA
CoHost: Sam Gueli
Guest Host: David Georgiev
Website: www.monarchwealthmanagement.com
Credit below for music used in commercials intros/outros etc.
Intro
Welcome to the Show by Kevin MacLeod
Link: https://incompetech.filmmusic.io/song/4614-welcome-to-the-show
License: https://filmmusic.io/standard-license
Commercials
Grand Dark Waltz Allegretto by Kevin MacLeod
Link: https://filmmusic.io/song/7920-grand-dark-waltz-allegretto
License: https://filmmusic.io/standard-license
Valse Gymnopedie by Kevin MacLeod
Link: https://filmmusic.io/song/7928-valse-gymnopedie
License: https://filmmusic.io/standard-license
Disclosure
On Hold For You by Kevin MacLeod
Link: https://incompetech.filmmusic.io/song/6928-on-hold-for-you
License: https://filmmusic.io/standard-license
Discussing the concerning trajectory of the stock market, we give insight to what is going on and what the future may hold. Also, we get into international stocks and if they are a reasonable bet. It's also national life insurance awareness month! What does that mean to you? Tune in to find out! Sam and Constantine chat about #internationalstocks, #marketloss, #lifeinsurance, #investing, #inflation, and #currentevents among other things relevant to the market right now. Tune in and subscribe to hear this and more!
Host: Constantine J Kitrinos, CPFA
CoHost: Sam Gueli
Website: www.monarchwealthmanagement.com
Credit below for music used in commercials intros/outros etc.
Intro
Welcome to the Show by Kevin MacLeod
Link: https://incompetech.filmmusic.io/song/4614-welcome-to-the-show
License: https://filmmusic.io/standard-license
Commercials
Grand Dark Waltz Allegretto by Kevin MacLeod
Link: https://filmmusic.io/song/7920-grand-dark-waltz-allegretto
License: https://filmmusic.io/standard-license
Valse Gymnopedie by Kevin MacLeod
Link: https://filmmusic.io/song/7928-valse-gymnopedie
License: https://filmmusic.io/standard-license
Disclosure
On Hold For You by Kevin MacLeod
Link: https://incompetech.filmmusic.io/song/6928-on-hold-for-you
License: https://filmmusic.io/standard-license
On today's episode, we discuss our values and why we work for you. We're in this together! Listen in to hear why we care about you and your future. Sam and Constantine chat about #advisors, #marketpullback, #values, #investing, #inflation, and #currentevents among other things relevant to the market right now. Tune in and subscribe to hear this and more!
Host: Constantine J Kitrinos, CPFA
CoHost: Sam Gueli
Website: www.monarchwealthmanagement.com
Credit below for music used in commercials intros/outros etc.
Intro
Welcome to the Show by Kevin MacLeod
Link: https://incompetech.filmmusic.io/song/4614-welcome-to-the-show
License: https://filmmusic.io/standard-license
Commercials
Grand Dark Waltz Allegretto by Kevin MacLeod
Link: https://filmmusic.io/song/7920-grand-dark-waltz-allegretto
License: https://filmmusic.io/standard-license
Valse Gymnopedie by Kevin MacLeod
Link: https://filmmusic.io/song/7928-valse-gymnopedie
License: https://filmmusic.io/standard-license
Disclosure
On Hold For You by Kevin MacLeod
Link: https://incompetech.filmmusic.io/song/6928-on-hold-for-you
License: https://filmmusic.io/standard-license
Are you finally debt free and wondering what your next steps are? It can be overwhelming, but don't worry! We'll help you understand exactly how you should go about investing when you're ready to. We also discuss how life insurance can be thought of as a long term investment, and student loans and debt forgiveness! Sam and Constantine chat about #debt, #marketpullback, #studentloans, #investing, #inflation, and #currentevents among other things relevant to the market right now. Tune in and subscribe to hear this and more!
Host: Constantine J Kitrinos, CPFA
CoHost: Sam Gueli
Website: www.monarchwealthmanagement.com
Credit below for music used in commercials intros/outros etc.
Intro
Welcome to the Show by Kevin MacLeod
Link: https://incompetech.filmmusic.io/song/4614-welcome-to-the-show
License: https://filmmusic.io/standard-license
Commercials
Grand Dark Waltz Allegretto by Kevin MacLeod
Link: https://filmmusic.io/song/7920-grand-dark-waltz-allegretto
License: https://filmmusic.io/standard-license
Valse Gymnopedie by Kevin MacLeod
Link: https://filmmusic.io/song/7928-valse-gymnopedie
License: https://filmmusic.io/standard-license
Disclosure
On Hold For You by Kevin MacLeod
Link: https://incompetech.filmmusic.io/song/6928-on-hold-for-you
License: https://filmmusic.io/standard-license
Are you a business owner? Have you started planning for the end of the year yet? Listen in as we discuss how working with a financial advisor is the best idea to help you with all your unique needs. We also get into some important market research topics and how they may impact things going forward. Sam and Constantine chat about #businnessowners, #marketpullback, #housingmarket, #investing, #inflation, and #currentevents among other things relevant to the market right now. Tune in and subscribe to hear this and more!
Host: Constantine J Kitrinos, CPFA
CoHost: Sam Gueli
Website: www.monarchwealthmanagement.com
Credit below for music used in commercials intros/outros etc.
Intro
Welcome to the Show by Kevin MacLeod
Link: https://incompetech.filmmusic.io/song/4614-welcome-to-the-show
License: https://filmmusic.io/standard-license
Commercials
Grand Dark Waltz Allegretto by Kevin MacLeod
Link: https://filmmusic.io/song/7920-grand-dark-waltz-allegretto
License: https://filmmusic.io/standard-license
Valse Gymnopedie by Kevin MacLeod
Link: https://filmmusic.io/song/7928-valse-gymnopedie
License: https://filmmusic.io/standard-license
Disclosure
On Hold For You by Kevin MacLeod
Link: https://incompetech.filmmusic.io/song/6928-on-hold-for-you
License: https://filmmusic.io/standard-license
Thinking about working with an advisor but don't think you have enough assets? Believe us, we understand. But there's so many options you have even with a limited budget that only stand to benefit YOU. We discuss some examples on how we can help different types of investors reach individual goals. Also, the market looks promising, as we talk about some statistics that suggest a rebound in the economy. Sam and Constantine chat about #marketrebound, #money, #budgeting, #investing, #inflation, and #currentevents among other things relevant to the market right now. Tune in and subscribe to hear this and more!
Host: Constantine J Kitrinos, CPFA
CoHost: Sam Gueli
Website: www.monarchwealthmanagement.com
Credit below for music used in commercials intros/outros etc.
Intro
Welcome to the Show by Kevin MacLeod
Link: https://incompetech.filmmusic.io/song/4614-welcome-to-the-show
License: https://filmmusic.io/standard-license
Commercials
Grand Dark Waltz Allegretto by Kevin MacLeod
Link: https://filmmusic.io/song/7920-grand-dark-waltz-allegretto
License: https://filmmusic.io/standard-license
Valse Gymnopedie by Kevin MacLeod
Link: https://filmmusic.io/song/7928-valse-gymnopedie
License: https://filmmusic.io/standard-license
Disclosure
On Hold For You by Kevin MacLeod
Link: https://incompetech.filmmusic.io/song/6928-on-hold-for-you
License: https://filmmusic.io/standard-license
Today's episode features the one and only Marcus Kroll from Kroll Law Firm! Join us as we discuss with Marcus why it's a great idea to work with an attorney and get all your loose ends straightened out. Marcus gives advice on how to take care of your money, great tax help, and plenty of other valuable tips. Tune in and subscribe to hear this and more!
Host: Constantine J Kitrinos, CPFA
CoHost: Sam Gueli
Website: www.monarchwealthmanagement.com
Credit below for music used in commercials intros/outros etc.
Intro
Welcome to the Show by Kevin MacLeod
Link: https://incompetech.filmmusic.io/song/4614-welcome-to-the-show
License: https://filmmusic.io/standard-license
Commercials
Grand Dark Waltz Allegretto by Kevin MacLeod
Link: https://filmmusic.io/song/7920-grand-dark-waltz-allegretto
License: https://filmmusic.io/standard-license
Valse Gymnopedie by Kevin MacLeod
Link: https://filmmusic.io/song/7928-valse-gymnopedie
License: https://filmmusic.io/standard-license
Disclosure
On Hold For You by Kevin MacLeod
Link: https://incompetech.filmmusic.io/song/6928-on-hold-for-you
License: https://filmmusic.io/standard-license
Looking to change jobs? You have questions, we have answers. If you're thinking about making a change and you're unsure of what to expect, don't worry! We'll walk you through everything from your 401(k) to life insurance. Also, we discuss many ways to save money including some newer age tactics such as budgeting apps. Sam and Constantine chat about #careerchange, #jobmarkets, #budgeting, #investing, #inflation, and #currentevents among other things relevant to the market right now. Tune in and subscribe to hear this and more!
Host: Constantine J Kitrinos, CPFA
Co-Host: Sam Gueli
Website: www.monarchwealthmanagement.com
Credit below for music used in commercials intros/outros etc.
Intro
Welcome to the Show by Kevin MacLeod
Link: https://incompetech.filmmusic.io/song/4614-welcome-to-the-show
License: https://filmmusic.io/standard-license
Commercials
Grand Dark Waltz Allegretto by Kevin MacLeod
Link: https://filmmusic.io/song/7920-grand-dark-waltz-allegretto
License: https://filmmusic.io/standard-license
Valse Gymnopedie by Kevin MacLeod
Link: https://filmmusic.io/song/7928-valse-gymnopedie
License: https://filmmusic.io/standard-license
Disclosure
On Hold For You by Kevin MacLeod
Link: https://incompetech.filmmusic.io/song/6928-on-hold-for-you
License: https://filmmusic.io/standard-license
Kids, sports, allowance, and lunch money. You know - all the important things to a 5 and 9-year-old. Talking to kids about finance, their understanding of what things cost, and what retirement means in their own words. Constantine invites his son Sebastian and his niece Adriana to talk "finance" and help kids and young adults learn more. This episode focuses on about #college, #investing, #inflation and #scaryvoices out in the financial markets today. Tune in and subscribe to hear this and more!
Host: Constantine J Kitrinos, CPFA
Guest Host: Sebastian Alexander Kitrinos, Class Mayor and "Kid Boss"
Guest Host: Adriana Marie Gianvecchio,
Website: www.monarchwealthmanagement.com
Credit below for music used in commercials intros/outros etc.
Intro
Welcome to the Show by Kevin MacLeod
Link: https://incompetech.filmmusic.io/song/4614-welcome-to-the-show
License: https://filmmusic.io/standard-license
Commercials
Grand Dark Waltz Allegretto by Kevin MacLeod
Link: https://filmmusic.io/song/7920-grand-dark-waltz-allegretto
License: https://filmmusic.io/standard-license
Valse Gymnopedie by Kevin MacLeod
Link: https://filmmusic.io/song/7928-valse-gymnopedie
License: https://filmmusic.io/standard-license
Disclosure
On Hold For You by Kevin MacLeod
Link: https://incompetech.filmmusic.io/song/6928-on-hold-for-you
License: https://filmmusic.io/standard-license
Have you been paying attention to the stock market lately? Finally, some green numbers! We discuss the market and it's current outlook, and why we're feeling more optimistic. Also, we dive into saving for college, including 529 plans, and current events impacting our daily lives such as inflation. Sam and Constantine chat about #marketgains, #college, #investing, #inflation, and #currentevents among other things relevant to the market right now. Tune in and subscribe to hear this and more!
Host: Constantine J Kitrinos, CPFA
Co-Host: Sam Gueli
Website: www.monarchwealthmanagement.com
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Intro Welcome to the Show by Kevin MacLeod Link: https://incompetech.filmmusic.io/song/4614-welcome-to-the-show License: https://filmmusic.io/standard-license Commercials Grand Dark Waltz Allegretto by Kevin MacLeod Link: https://filmmusic.io/song/7920-grand-dark-waltz-allegretto License: https://filmmusic.io/standard-license Valse Gymnopedie by Kevin MacLeod Link: https://filmmusic.io/song/7928-valse-gymnopedie License: https://filmmusic.io/standard-license Disclosure On Hold For You by Kevin MacLeod Link: https://incompetech.filmmusic.io/song/6928-on-hold-for-you License: https://filmmusic.io/standard-license
Have you ever thought about working with a financial advisor? When it comes to setting and achieving realistic goals, we're here to help you make the best decisions for YOU. We discuss the benefits of trusting a professional when it comes to investing. Also, we talk about Elon Musk and Twitter, inflation, gas prices, and the economy in general. Sam and Constantine chat about #financialadvisors, #twitter, #investing, and #currentevents among other things relevant to the market right now. Tune in and subscribe to hear this and more!
Host: Constantine J Kitrinos, CPFA
Co-Host: Sam Gueli
Website: www.monarchwealthmanagement.com
Credit below for music used in commercials intros/outros etc.
Intro Welcome to the Show by Kevin MacLeod Link: https://incompetech.filmmusic.io/song/4614-welcome-to-the-show License: https://filmmusic.io/standard-license Commercials Grand Dark Waltz Allegretto by Kevin MacLeod Link: https://filmmusic.io/song/7920-grand-dark-waltz-allegretto License: https://filmmusic.io/standard-license Valse Gymnopedie by Kevin MacLeod Link: https://filmmusic.io/song/7928-valse-gymnopedie License: https://filmmusic.io/standard-license Disclosure On Hold For You by Kevin MacLeod Link: https://incompetech.filmmusic.io/song/6928-on-hold-for-you License: https://filmmusic.io/standard-license
Are you nervous about your investments right now? We know it's easy to look at the recent market declines and start to worry. But in this episode, we'll tell you all about annual returns and intra-year declines and why you should be looking forward to the next six months, as investors are still confident about the stock market. Also, we discuss how a bull market can return soon and why a bear market is not as scary as you may think. Sam and Constantine chat about #bearmarkets, #bullmarkets, #investing, and #currentevents among other things relevant to the market right now. Tune in and subscribe to hear this and more.
Host: Constantine J Kitrinos, CPFA
Co-Host: Sam Gueli
Website: www.monarchwealthmanagement.com
Credit below for music used in commercials intros/outros etc.
Intro Welcome to the Show by Kevin MacLeod Link: https://incompetech.filmmusic.io/song/4614-welcome-to-the-show License: https://filmmusic.io/standard-license Commercials Grand Dark Waltz Allegretto by Kevin MacLeod Link: https://filmmusic.io/song/7920-grand-dark-waltz-allegretto License: https://filmmusic.io/standard-license Valse Gymnopedie by Kevin MacLeod Link: https://filmmusic.io/song/7928-valse-gymnopedie License: https://filmmusic.io/standard-license Disclosure On Hold For You by Kevin MacLeod Link: https://incompetech.filmmusic.io/song/6928-on-hold-for-you License: https://filmmusic.io/standard-license
Are you a business owner? What kind of retirement plan do you offer your employees? Tune in to hear about the many options you have as well as some key deadlines for your plans. Also, we talk about the crazy current events going on right now and how they tie into the market. Sam and Constantine chat about #retirement, #savings, #businessowner, and #currentevents among other things relevant to the market right now. Tune in and subscribe to hear this and more.
Host: Constantine J Kitrinos, CPFA
Co-Host: Sam Gueli
Website: www.monarchwealthmanagement.com
Credit below for music used in commercials intros/outros etc.
Intro Welcome to the Show by Kevin MacLeod Link: https://incompetech.filmmusic.io/song/4614-welcome-to-the-show License: https://filmmusic.io/standard-license Commercials Grand Dark Waltz Allegretto by Kevin MacLeod Link: https://filmmusic.io/song/7920-grand-dark-waltz-allegretto License: https://filmmusic.io/standard-license Valse Gymnopedie by Kevin MacLeod Link: https://filmmusic.io/song/7928-valse-gymnopedie License: https://filmmusic.io/standard-license Disclosure On Hold For You by Kevin MacLeod Link: https://incompetech.filmmusic.io/song/6928-on-hold-for-you License: https://filmmusic.io/standard-license
Do you know what happens when you inherit money? You may think it's a straight forward process, but there's actually a lot of choices and rules that you have to follow. Also, there may be some hope for optimism, as we'll let you in on market cycle tendencies that have investors looking forward to the second half of the year and beyond. Sam and Constantine chat about #taxes, #savings, #marketcycles, #inheritance, #estateplanning, and #lowertaxes down the road, among other things relevant to the market right now. Tune in and subscribe to hear this and more.
Host: Constantine J Kitrinos, CPFA
Co-Host: Sam Gueli
Website: www.monarchwealthmanagement.com
Credit below for music used in commercials intros/outros etc.
Intro Welcome to the Show by Kevin MacLeod Link: https://incompetech.filmmusic.io/song/4614-welcome-to-the-show License: https://filmmusic.io/standard-license Commercials Grand Dark Waltz Allegretto by Kevin MacLeod Link: https://filmmusic.io/song/7920-grand-dark-waltz-allegretto License: https://filmmusic.io/standard-license Valse Gymnopedie by Kevin MacLeod Link: https://filmmusic.io/song/7928-valse-gymnopedie License: https://filmmusic.io/standard-license Disclosure On Hold For You by Kevin MacLeod Link: https://incompetech.filmmusic.io/song/6928-on-hold-for-you License: https://filmmusic.io/standard-license
Nobody likes taxes unless, of course, you're the one collecting. So how can you make sure you're paying your fair share and no more? For starters get a good accountant, tax advisor, or CPA. We work with tons in the area and believe this is essential to planning for your future. One example you can use going forward is to square up on taxes today and collect tax-free income when you're ready to hang up your hat. Have questions about what you can or should do with your existing retirement and investments? We have solutions for that too! Sam and Constantine chat about #taxes, #savings, #ROTH, #conversions, #retirementincome, and #lowertaxes down the road, among other things relevant to the market right now. Tune in and subscribe to hear this and more.
Host: Constantine J Kitrinos, CPFA
Co-Host: Sam Gueli
Website: www.monarchwealthmanagement.com
Credit below for music used in commercials intros/outros etc.
Intro Welcome to the Show by Kevin MacLeod Link: https://incompetech.filmmusic.io/song/4614-welcome-to-the-show License: https://filmmusic.io/standard-license Commercials Grand Dark Waltz Allegretto by Kevin MacLeod Link: https://filmmusic.io/song/7920-grand-dark-waltz-allegretto License: https://filmmusic.io/standard-license Valse Gymnopedie by Kevin MacLeod Link: https://filmmusic.io/song/7928-valse-gymnopedie License: https://filmmusic.io/standard-license Disclosure On Hold For You by Kevin MacLeod Link: https://incompetech.filmmusic.io/song/6928-on-hold-for-you License: https://filmmusic.io/standard-license
By now you realize what type of investor you are. Either scared and terrified to look or tough as nails and prepared to embrace the cheaper buybacks and stocks you see on sale. We have a mixture of both client types but at the end of the day, it's about education and knowing what to expect as an investor. We do our best to keep clients abreast of what's happening and what we're doing about it so we rarely get calls about market pullbacks. Markets do this kind of stuff and it's bound to happen every so often. Everyone understands this and feels good going into an investment until you start to feel some pain. It's what you do, or don't do, that matters. We chat about #401k plans, #pretax, #posttax, #companymatch and #retirementplans. Ever wonder what they're teaching our #kids these days in school? We do too! Tune in and subscribe to hear this and more.
Host: Constantine J Kitrinos, CPFA
Co-Host: Sam Gueli
Website: www.monarchwealthmanagement.com
Credit below for music used in commercials intros/outros etc.
Intro Welcome to the Show by Kevin MacLeod Link: https://incompetech.filmmusic.io/song/4614-welcome-to-the-show License: https://filmmusic.io/standard-license Commercials Grand Dark Waltz Allegretto by Kevin MacLeod Link: https://filmmusic.io/song/7920-grand-dark-waltz-allegretto License: https://filmmusic.io/standard-license Valse Gymnopedie by Kevin MacLeod Link: https://filmmusic.io/song/7928-valse-gymnopedie License: https://filmmusic.io/standard-license Disclosure On Hold For You by Kevin MacLeod Link: https://incompetech.filmmusic.io/song/6928-on-hold-for-you License: https://filmmusic.io/standard-license
You have kids and you're a little overwhelmed and confused about how you should be saving for their education. Sure there are 529 plans, but that's only one way to save, and what if they get a scholarship or choose not to go to school? We chat about some things to consider and lay out some options you may or may not have heard before. The broader market continues to trend downward, but some technicals may indicate a reversal if we can maintain support. Gas on the mind? Of course, you're watching prices as they continue to climb, but is help on the way? Hear if the gas tax holiday may help you keep a bit more in your wallet or if it's just a bit of chatter that sounds better than it really is. Tune in and subscribe to hear this and more.
Host: Constantine J Kitrinos, CPFA Co-Host: Jason Georgiev Website: www.monarchwealthmanagement.com
Credit below for music used in commercials intros/outros etc. Intro Welcome to the Show by Kevin MacLeod Link: https://incompetech.filmmusic.io/song/4614-welcome-to-the-show License: https://filmmusic.io/standard-license
Commercials Grand Dark Waltz Allegretto by Kevin MacLeod Link: https://filmmusic.io/song/7920-grand-dark-waltz-allegretto License: https://filmmusic.io/standard-license
Valse Gymnopedie by Kevin MacLeod Link: https://filmmusic.io/song/7928-valse-gymnopedie License: https://filmmusic.io/standard-license
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We're advisors through thick and thin and you may be curious to learn more about what we do behind the scenes. Not quite as glamorous as you might think. Tons and tons and tons of research. Earnings calls, research reports, testing, trading, conference calls, financial forums, analyst meetings, talking to business owners, talking to CEOs, digging into financials, and reviewing charts. Even with all that data, time, and effort, there is no way to predict unforeseen events like COVID, war, and swift market declines. At the end of the day, we must maintain discipline and patience and educate our clients on the same. Panic has yet to reward anyone and overreacting to principal loss may feel like a heroic move, but ends very badly. We remain focused and calm in the midst of this storm as it too will pass. Tune in and subscribe.
Host: Constantine J Kitrinos, CPFA Co-Host: Sam Gueli Website: www.monarchwealthmanagement.com
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Intro Welcome to the Show by Kevin MacLeod Link: https://incompetech.filmmusic.io/song/4614-welcome-to-the-show License: https://filmmusic.io/standard-license
Commercials Grand Dark Waltz Allegretto by Kevin MacLeod Link: https://filmmusic.io/song/7920-grand-dark-waltz-allegretto License: https://filmmusic.io/standard-license
Valse Gymnopedie by Kevin MacLeod Link: https://filmmusic.io/song/7928-valse-gymnopedie License: https://filmmusic.io/standard-license
Disclosure On Hold For You by Kevin MacLeod Link: https://incompetech.filmmusic.io/song/6928-on-hold-for-you License: https://filmmusic.io/standard-license
Look out below! Moving through the second quarter and things are not improving at all. People know we do investments and insurance and we're often asked about combining the two. What does that mean? Take a listen as we touch on uses for insurance and other ways to protect your investments. Our case study involves a company buyout and retirement plan options. We kick the tires on IRA's versus 401(k) plans to compare the benefits and drawbacks of each. Hear all this and more. Tune in and subscribe.
Host: Constantine J Kitrinos, CPFA
Co-Host: Sam Gueli
Website: www.monarchwealthmanagement.com
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Intro
Welcome to the Show by Kevin MacLeod
Link: https://incompetech.filmmusic.io/song/4614-welcome-to-the-show
License: https://filmmusic.io/standard-license
Commercials
Grand Dark Waltz Allegretto by Kevin MacLeod
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Valse Gymnopedie by Kevin MacLeod
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On Hold For You by Kevin MacLeod
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The second quarter is underway and the market continues to face challenges across the board. We recently visited Philadelphia for our annual conference where we shared ideas on how we're positioning portfolios and what we're seeing through this year and into next. It was a great time for us to share ideas, get insights and hear from our colleagues in the field as well as from various partners and sponsors. Sam and I chat about the importance of keeping things up to date and accurate across all your investment and insurance accounts. Our case study includes a strategy we're helping clients navigate as they explore taking money out of their retirement when they haven't quite reached retirement age. Hear all this and more. Tune in and subscribe.
Host: Constantine J Kitrinos, CPFA
Co-Host: Sam Gueli
Website: www.monarchwealthmanagement.com
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Intro
Welcome to the Show by Kevin MacLeod
Link: https://incompetech.filmmusic.io/song/4614-welcome-to-the-show
License: https://filmmusic.io/standard-license
Commercials
Grand Dark Waltz Allegretto by Kevin MacLeod
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Valse Gymnopedie by Kevin MacLeod
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Disclosure
On Hold For You by Kevin MacLeod
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We head into the end of the first quarter and the market seems to be calming; for now. The tax deadline is around the corner, expenses continue to rise and the cost for borrowing keeps going up. Due to recent family losses, the discussion around estate planning has become front of mind. We chat about what final wishes look like, naming beneficiaries and when and where you need an attorney to help with the planning process. On the topic of rising costs, we discuss one bill you may not think of when it comes to spending more for the things that are staples in our life.
RisingCosts #Inflation #EstatePlan #Will #Trust #Beneficiaries #Attorney #FinancialPlan #Planning
Host: Constantine J Kitrinos, CPFA
Co-Host: Sam Gueli
Website: www.monarchwealthmanagement.com
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Intro
Welcome to the Show by Kevin MacLeod
Link: https://incompetech.filmmusic.io/song/4614-welcome-to-the-show
License: https://filmmusic.io/standard-license
Commercials
Grand Dark Waltz Allegretto by Kevin MacLeod
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Valse Gymnopedie by Kevin MacLeod
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Disclosure
On Hold For You by Kevin MacLeod
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The first quarter is nearing a close and to say things are off on the wrong foot would be an understatement. With that being said, things are beginning to look a little different. It might not be much, but the tide is starting to turn for the market and the trends we saw gaining momentum are loosing steam. Could this be a mere head fake? Yes - possibly, but don't give up on the market and yourself. Most of what we do has to do with coaching and planning in addition to the stock picking and money management. We've seen this story play out time and time again. The economy does face a number of headwinds, but that doesn't mean everything is losing value. Hear more from the hosts about real life questions in and around what to do right now if you're near or in retirement and depend on income from your investments. #Oil #Energy #Stocks #Inflation #Financials #Commodities #Ukraine
Host: Constantine J Kitrinos, CPFA Co-Host: Sam Gueli
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Intro Welcome to the Show by Kevin MacLeod Link: https://incompetech.filmmusic.io/song/4614-welcome-to-the-show License: https://filmmusic.io/standard-license
Commercials Grand Dark Waltz Allegretto by Kevin MacLeod Link: https://filmmusic.io/song/7920-grand-dark-waltz-allegretto License: https://filmmusic.io/standard-license
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The bite of a bear is ranked as one of the strongest amongst animals and its bite force is between a lion and a tiger. Given where we are just a couple months into the year we're all wondering if this is the beginning of a longer bear market. Only time will tell, but there are still places to make money. It's the same theme we've been talking about all year long and it seems the trend will continue and only get worse with inflation and rising rates. Kicking yourself for not buying that dream home sooner? We talk about things on the mind of our clients as they navigate the home buying process. Could the war in Ukraine slow the fed's positioning and speed to increasing rates? Here our take on things and how we've positioned clients for the near and intermediate term. #Oil #Energy #Stocks #Inflation #Financials #Commodities
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Intro
Welcome to the Show by Kevin MacLeod
Link: https://incompetech.filmmusic.io/song/4614-welcome-to-the-show
License: https://filmmusic.io/standard-license
Commercials
Grand Dark Waltz Allegretto by Kevin MacLeod
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Valse Gymnopedie by Kevin MacLeod
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On Hold For You by Kevin MacLeod
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We enter the tail end of the first quarter and hunt for any green we can. Not green energy, but any place our clients can make money. The bleeding seems to be slowing and we attempt to make sense of a shift in trends we've seen in the past five or six trading sessions. We discuss some trending investments that seem to be turning a corner and how much gas they may have left in them for the remainder of the year. Could this be the time? The bottom? Tune in to hear what we think and how we're approaching this year when putting capital to work.
Oil #Energy #Bitcoin #Crypto #Stocks #Inflation #Banks #Financials
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Intro
Welcome to the Show by Kevin MacLeod
Link: https://incompetech.filmmusic.io/song/4614-welcome-to-the-show
License: https://filmmusic.io/standard-license
Commercials
Grand Dark Waltz Allegretto by Kevin MacLeod
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Valse Gymnopedie by Kevin MacLeod
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On Hold For You by Kevin MacLeod
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Ukraine, pin action in the market, Ukraine, tax talk with Sheila Monachino from Davie Kaplan, and more Ukraine. This conflict isn't coming as a surprise to many that have been tuning in and things are really starting to heat up. The bigger question becomes how long and how much is this going to hurt portfolios? There are tons of things you could do right now that would disrupt progress for years to come so hear how we're thinking about this and what we've done to prepare for our clients. Own a business? You need to hear about this tax loophole because the window for that election is closing soon. Sheila has a lot to say about the value of working with a CPA and essential things to know for both individuals and business owners.
MidTermElection #Ukraine #Tax #CPA #Stocks #Bonds #Inflation #BusinessOwners #PTET #SALT
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Welcome to the Show by Kevin MacLeod
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Commercials
Grand Dark Waltz Allegretto by Kevin MacLeod
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Valse Gymnopedie by Kevin MacLeod
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On Hold For You by Kevin MacLeod
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We discuss current events affecting your investments, stocks, bonds and everything in-between. Everyone is wondering what kind of returns we might expect in this current environment and what we're doing now with our portfolios. Inflation is here and it looks like it's here to stay.
MidTermElection #Ukraine #Stocks #Bonds #Inflation
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Intro
Welcome to the Show by Kevin MacLeod
Link: https://incompetech.filmmusic.io/song/4614-welcome-to-the-show
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Commercials
Grand Dark Waltz Allegretto by Kevin MacLeod
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Valse Gymnopedie by Kevin MacLeod
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On Hold For You by Kevin MacLeod
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Let's get ready for some football! This episode features guest hosts Sam Gueli and Managing Partner David Georgiev. This Macedonian, Italian and Greek smorgasbord of hosts gives you a flavor of the market performance, questions from the field and some current events playing a role in your investments and your nerves. We take a look at the market momentum or lack there of, but don't chalk this up to a losing year just yet. Don't blink either. The market has been sideways for the past few trading sessions, but many times this is a way for the market to digest things before a move higher. We'll keep a close pulse on things as they develop. Sam asks the question most of you have right now and it's basically, should I sit this one out and sell now? We discuss market timing, novice blunders and good ole mistakes our clients don't make because they know the script. This weekend is the Superbowl and we're hoping for better ads a great game and good times with friends and family.
SuperBowl #401k #IRA #Stocks #Investment #FinancialAdvisor #Roc #Syracuse #Buffalo #StockMarket
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Intro Welcome to the Show by Kevin MacLeod Link: https://incompetech.filmmusic.io/song/4614-welcome-to-the-show License: https://filmmusic.io/standard-license
Commercials Grand Dark Waltz Allegretto by Kevin MacLeod Link: https://filmmusic.io/song/7920-grand-dark-waltz-allegretto License: https://filmmusic.io/standard-license
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January was a punch to the gut - plain and simple. It left more to be desired, much more to be blunt. Will Punxsutawney Phil's shadow spotting change anything about the market landscape? Hopefully this doesn't mean six more weeks of turmoil. We discuss how January was one of the worst monthly performances we've seen in some time. Sam asks about what else the firm provides beside just money management, stock picking and research and boy are we glad he asked. Listed to some of the things we help clients with everyday. Current and upcoming events could spook you or the market, but time will tell. A looming threat of conflict in Europe and the Ukraine could be a problem. Hear what we have to say about that and where we see things playing out if there is a problem.
GroundHogDay #401k #IRA #Stocks #Investment #FinancialAdvisor #Roc #Syracuse #Buffalo
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Welcome to the Show by Kevin MacLeod
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Commercials
Grand Dark Waltz Allegretto by Kevin MacLeod
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Valse Gymnopedie by Kevin MacLeod
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Disclosure
On Hold For You by Kevin MacLeod
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It might seem like everything is going to crash, investments can't seem to find their footing and the world is coming to an end. Remember, the market is cyclical, runs through it's cycles and has been repeating this pattern for years and years. The question becomes how long and how deep will this market head as we start off the year deep in the red. Constantine discusses the current market conditions and which indices have held up better than others. Jason touches on how he helps current teachers, nurses and physicians navigate the paperwork needed to get help with their 403b plan or retirement account. Sam dissects our latest blog post regarding areas of the market that got hurt and how we're responding to prospects and current client with questions about the market right now.
401k #403b #457 #TSP #TSA #RETIREMENTPLAN #STOCKMARKET #HOWTOINVEST
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Welcome to the Show by Kevin MacLeod
Link: https://incompetech.filmmusic.io/song/4614-welcome-to-the-show
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Commercials
Grand Dark Waltz Allegretto by Kevin MacLeod
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License: https://filmmusic.io/standard-license
Valse Gymnopedie by Kevin MacLeod
Link: https://filmmusic.io/song/7928-valse-gymnopedie
License: https://filmmusic.io/standard-license
Disclosure
On Hold For You by Kevin MacLeod
Link: https://incompetech.filmmusic.io/song/6928-on-hold-for-you
License: https://filmmusic.io/standard-license
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The new year is not off to a hot start with all three major indices in the red. Whether it's tension in the Ukraine, rising rates or inflation, a buzzsaw is out to get certain areas of the market and specific bond positions. It's no surprise that the tech sector is down the most and we expect this trend to continue in the near term. Where to go and what to do? Jason and I discuss questions from existing clients, what's on their mind and what you should be thinking about. Investment allocation doesn't mean owning houses in every neighborhood - especially the bad one's. How does Ukraine and other geo political factors impacts sectors of the market and where are the opportunities?
Host: Constantine J Kitrinos, CPFA
Co-Host: Jason T Georgiev
Link: https://www.monarchwealthmanagement.com
Credit below for music used in commercials intros/outros etc.
Intro Welcome to the Show by Kevin MacLeod
Link: https://incompetech.filmmusic.io/song/4614-welcome-to-the-show
License: https://filmmusic.io/standard-license
Commercials
Grand Dark Waltz Allegretto by Kevin MacLeod
Link: https://filmmusic.io/song/7920-grand-dark-waltz-allegretto
License: https://filmmusic.io/standard-license
Valse Gymnopedie by Kevin MacLeod
Link: https://filmmusic.io/song/7928-valse-gymnopedie
License: https://filmmusic.io/standard-license
Disclosure On Hold For You by Kevin MacLeod
Link: https://incompetech.filmmusic.io/song/6928-on-hold-for-you
License: https://filmmusic.io/standard-license
Credit below for artwork used to design Podcast Billboard
Photo by krakenimages on Unsplash
It's a new year and that means most of us have some New Year's resolutions that are underway. That means the typical "I need to lose 10lbs" or something like that. For some it means budgeting or spending change. Either way, it's a great time to take a deep breathe, reassess what happened last year and begin the journey of self betterment.
Speaking of betterment, we have a new employee! That's right, Sam Gueli has officially accepted a position at the firm and has started the licensing process. We are thrilled to have him part of the team and cannot wait to grow the strength of our bench. Join us in welcoming Sam and cheers to our clients who have supported our growth. Without your trust and support, we could not continue our expansion.
Host: Constantine J Kitrinos, CPFA
Co-Host: Sam Gueli
Link: https://www.monarchwealthmanagement.com
Credit below for music used in commercials intros/outros etc.
Intro Welcome to the Show by Kevin MacLeod
Link: https://incompetech.filmmusic.io/song/4614-welcome-to-the-show
License: https://filmmusic.io/standard-license
Commercials
Grand Dark Waltz Allegretto by Kevin MacLeod
Link: https://filmmusic.io/song/7920-grand-dark-waltz-allegretto
License: https://filmmusic.io/standard-license
Valse Gymnopedie by Kevin MacLeod
Link: https://filmmusic.io/song/7928-valse-gymnopedie
License: https://filmmusic.io/standard-license
Disclosure On Hold For You by Kevin MacLeod
Link: https://incompetech.filmmusic.io/song/6928-on-hold-for-you
License: https://filmmusic.io/standard-license
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Photo by krakenimages on Unsplash
Credit for Episode artwork
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With only a few days left in the year, we focus on a reminder of what's happened through the ups and downs of 2021. Looking in the rearview mirror will give us some perspective on what was and what might happen in the new year. We'll take a stroll down memory lane and begin to formulate guidance for the new year among some of the supply chain, unemployment, and inflationary issues that aren't over yet.
Host: Constantine J Kitrinos, CPFA
Co-Host: Jason T Georgiev
Link: https://www.monarchwealthmanagement.com
Credit below for music used in commercials intros/outros etc.
Intro Welcome to the Show by Kevin MacLeod
Link: https://incompetech.filmmusic.io/song/4614-welcome-to-the-show
License: https://filmmusic.io/standard-license
Commercials
Grand Dark Waltz Allegretto by Kevin MacLeod
Link: https://filmmusic.io/song/7920-grand-dark-waltz-allegretto
License: https://filmmusic.io/standard-license
Valse Gymnopedie by Kevin MacLeod
Link: https://filmmusic.io/song/7928-valse-gymnopedie
License: https://filmmusic.io/standard-license
Disclosure On Hold For You by Kevin MacLeod
Link: https://incompetech.filmmusic.io/song/6928-on-hold-for-you
License: https://filmmusic.io/standard-license
Credit below for artwork used to design Podcast Billboard
Photo by krakenimages on Unsplash
Credit for Episode artwork
Photo by Marlene Leppänen from Pexels
It's almost the end of the year and that means a time crunch for many of us. Our business is very cyclical which means that we're crazy busy at certain times of the year for various reasons and this time of year happens to be one of those. Why the craze in December of all times? We talk about that, some strategies on tax-deferred versus tax-free, retirement accounts, and some stuff you should be thinking about right now.
Host: Constantine J Kitrinos, CPFA
Co-Host: Jason T Georgiev
Link: https://www.monarchwealthmanagement.com
Credit below for music used in commercials intros/outros etc.
Intro Welcome to the Show by Kevin MacLeod
Link: https://incompetech.filmmusic.io/song/4614-welcome-to-the-show
License: https://filmmusic.io/standard-license
Commercials
Grand Dark Waltz Allegretto by Kevin MacLeod
Link: https://filmmusic.io/song/7920-grand-dark-waltz-allegretto
License: https://filmmusic.io/standard-license
Valse Gymnopedie by Kevin MacLeod
Link: https://filmmusic.io/song/7928-valse-gymnopedie
License: https://filmmusic.io/standard-license
Disclosure On Hold For You by Kevin MacLeod
Link: https://incompetech.filmmusic.io/song/6928-on-hold-for-you
License: https://filmmusic.io/standard-license
Credit below for artwork used to design Podcast Billboard
Photo by krakenimages on Unsplash
Buy, sell, do nothing, laugh, cry, smile, rejoice - all the emotions of a day in the life of a trader. Good thing were investors and not traders. We chat about current happenings and different investment strategies happening now.Host: Constantine J Kitrinos, CPFA Co-Host: Jason T Georgiev Link: https://www.monarchwealthmanagement.com Credit below for music used in commercials intros/outros etc. Intro Welcome to the Show by Kevin MacLeod Link: https://incompetech.filmmusic.io/song/4614-welcome-to-the-show License: https://filmmusic.io/standard-license Commercials Grand Dark Waltz Allegretto by Kevin MacLeod Link: https://filmmusic.io/song/7920-grand-dark-waltz-allegretto License: https://filmmusic.io/standard-license Valse Gymnopedie by Kevin MacLeod Link: https://filmmusic.io/song/7928-valse-gymnopedie License: https://filmmusic.io/standard-license Disclosure On Hold For You by Kevin MacLeod Link: https://incompetech.filmmusic.io/song/6928-on-hold-for-you License: https://filmmusic.io/standard-license Credit below for artwork used to design Podcast Billboard Photo by krakenimages on Unsplash
The stock market has some scratching their head looking for answers. It's time to take a look at the disconnect between main street and Wallstreet. We scroll through various sectors of the market and look to find the Cat's next meow. Because of the recent market jitters, it can become frustrating to know exactly what to do and how to make money. On previous episodes we talk in general about positions we see going down, but here we talk more on the areas that look to benefit from the market conditions now and moving forward.
Host: Constantine J Kitrinos, CPFA
Co-Host: Jason T Georgiev
Link: https://www.monarchwealthmanagement.com
Credit below for music used in commercials intros/outros etc.
Intro
Welcome to the Show by Kevin MacLeod
Link: https://incompetech.filmmusic.io/song/4614-welcome-to-the-show
License: https://filmmusic.io/standard-license
Commercials
Grand Dark Waltz Allegretto by Kevin MacLeod
Link: https://filmmusic.io/song/7920-grand-dark-waltz-allegretto
License: https://filmmusic.io/standard-license
Valse Gymnopedie by Kevin MacLeod
Link: https://filmmusic.io/song/7928-valse-gymnopedie
License: https://filmmusic.io/standard-license
Disclosure
On Hold For You by Kevin MacLeod
Link: https://incompetech.filmmusic.io/song/6928-on-hold-for-you
License: https://filmmusic.io/standard-license
Credit below for artwork used to design Podcast Billboard
Photo by krakenimages on Unsplash
You don't have to be left alone to look at your statements, see losses and not hear from your advisor on the market and the outlook. Jason and I touch on some of our clients fears and relevance of market returns in the final quarter of the year. We reference LPL Research among other things like interest rates and the sensitivity of bonds and fixed income as we enter a new phase of interest rates and inflation.
Host: Constantine J Kitrinos, CPFA
Co-Host: Jason T Georgiev
Link: https://www.monarchwealthmanagement.com
Credit below for music used in commercials intros/outros etc.
Intro
Welcome to the Show by Kevin MacLeod
Link: https://incompetech.filmmusic.io/song/4614-welcome-to-the-show
License: https://filmmusic.io/standard-license
Commercials
Grand Dark Waltz Allegretto by Kevin MacLeod
Link: https://filmmusic.io/song/7920-grand-dark-waltz-allegretto
License: https://filmmusic.io/standard-license
Valse Gymnopedie by Kevin MacLeod
Link: https://filmmusic.io/song/7928-valse-gymnopedie
License: https://filmmusic.io/standard-license
Disclosure
On Hold For You by Kevin MacLeod
Link: https://incompetech.filmmusic.io/song/6928-on-hold-for-you
License: https://filmmusic.io/standard-license
Credit below for artwork used to design Podcast Billboard
Photo by krakenimages on Unsplash
The market may have spooked you a little these past few weeks, but we're not so sure this is cause for alarm and may just be one of many head fakes that are yet to come. It's funny how short-term our memories can be when it comes to investment returns. In one breathe we wonder if it's possible to get a 20% or great return this year and a week of tumbling stocks makes us wonder if our "stuff" is still safe! We navigate through some of the items on the laundry list of reasons the market may be bobbing and weaving this month.
Host: Constantine J Kitrinos, CPFA
Co-Host: Jason T Georgiev
Link: https://www.monarchwealthmanagement.com
Credit below for music used in commercials intros/outros etc.
Intro
Welcome to the Show by Kevin MacLeod
Link: https://incompetech.filmmusic.io/song/4614-welcome-to-the-show
License: https://filmmusic.io/standard-license
Commercials
Grand Dark Waltz Allegretto by Kevin MacLeod
Link: https://filmmusic.io/song/7920-grand-dark-waltz-allegretto
License: https://filmmusic.io/standard-license
Valse Gymnopedie by Kevin MacLeod
Link: https://filmmusic.io/song/7928-valse-gymnopedie
License: https://filmmusic.io/standard-license
Disclosure
On Hold For You by Kevin MacLeod
Link: https://incompetech.filmmusic.io/song/6928-on-hold-for-you
License: https://filmmusic.io/standard-license
Credit below for artwork used to design Podcast Billboard
Photo by krakenimages on Unsplash
You're a client, a podcast subscriber, a blog post member, a newsletter recipient and you know everything we do and don't do as a firm; right? We're finding that even long-time clients don't know all of our capabilities, especially as we continue to grow and add more areas where we can help. Tune in to hear some questions from the audience which includes current clients and some prospects to give you a better understanding of where we can help and where we can't.
Host: Constantine J Kitrinos, CPFA
Co-Host: Jason T Georgiev
Link: https://www.monarchwealthmanagement.com
Credit below for music used in commercials intros/outros etc.
Intro
Welcome to the Show by Kevin MacLeod
Link: https://incompetech.filmmusic.io/song/4614-welcome-to-the-show
License: https://filmmusic.io/standard-license
Commercials
Grand Dark Waltz Allegretto by Kevin MacLeod
Link: https://filmmusic.io/song/7920-grand-dark-waltz-allegretto
License: https://filmmusic.io/standard-license
Valse Gymnopedie by Kevin MacLeod
Link: https://filmmusic.io/song/7928-valse-gymnopedie
License: https://filmmusic.io/standard-license
Disclosure
On Hold For You by Kevin MacLeod
Link: https://incompetech.filmmusic.io/song/6928-on-hold-for-you
License: https://filmmusic.io/standard-license
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Photo by krakenimages on Unsplash
Hear what we learned from our trip to the Mayan. We chat with business owners, travelers, hotel & tourism employees and get a different perspective on the industry and where things are headed in the upcoming years. There are a few stocks that come to mind when we traveled and had the opportunity to learn more about them, how they've performed, and a glimpse into their future.
Host: Constantine J Kitrinos, CPFA
Link: https://www.monarchwealthmanagement.com
Credit below for music used in commercials intros/outros etc.
Intro
Welcome to the Show by Kevin MacLeod
Link: https://incompetech.filmmusic.io/song/4614-welcome-to-the-show
License: https://filmmusic.io/standard-license
Commercials
Grand Dark Waltz Allegretto by Kevin MacLeod
Link: https://filmmusic.io/song/7920-grand-dark-waltz-allegretto
License: https://filmmusic.io/standard-license
Valse Gymnopedie by Kevin MacLeod
Link: https://filmmusic.io/song/7928-valse-gymnopedie
License: https://filmmusic.io/standard-license
Disclosure
On Hold For You by Kevin MacLeod
Link: https://incompetech.filmmusic.io/song/6928-on-hold-for-you
License: https://filmmusic.io/standard-license
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Photo by krakenimages on Unsplash
We celebrate a special birthday for our very own Jason Georgiev | Branch Operations Manager and so, so much more! Topics for discussion include inflation, Retirement Plan help, when to sell or buy stocks, and how much is enough. Know when to hold 'em and when to fold 'em.
Host: Constantine J Kitrinos, CPFA
Co-Host: Jason T Georgiev
Link: https://www.monarchwealthmanagement.com
Credit below for music used in commercials intros/outros etc.
Intro
Welcome to the Show by Kevin MacLeod
Link: https://incompetech.filmmusic.io/song/4614-welcome-to-the-show
License: https://filmmusic.io/standard-license
Commercials
Grand Dark Waltz Allegretto by Kevin MacLeod
Link: https://filmmusic.io/song/7920-grand-dark-waltz-allegretto
License: https://filmmusic.io/standard-license
Valse Gymnopedie by Kevin MacLeod
Link: https://filmmusic.io/song/7928-valse-gymnopedie
License: https://filmmusic.io/standard-license
Disclosure
On Hold For You by Kevin MacLeod
Link: https://incompetech.filmmusic.io/song/6928-on-hold-for-you
License: https://filmmusic.io/standard-license
Credit below for artwork used to design Podcast Billboard
Photo by krakenimages on Unsplash
If you're going to a wedding or larger function this year hear some of the changes to expect and know what's going into the planning. Visiting restaurants, food prices, and costs are still on the rise while employment openings remain difficult to fill. If you haven't revisited the interest rate on your home or auto, you might want to look a little closer. Hear how we worked with a client recently and what they're doing to take advantage while rates remain at record low levels.
Host: Constantine J Kitrinos, CPFA
Co-Host: Jason T Georgiev
Link: https://www.monarchwealthmanagement.com
Credit below for music used in commercials intros/outros etc.
Intro
Welcome to the Show by Kevin MacLeod
Link: https://incompetech.filmmusic.io/song/4614-welcome-to-the-show
License: https://filmmusic.io/standard-license
Commercials
Grand Dark Waltz Allegretto by Kevin MacLeod
Link: https://filmmusic.io/song/7920-grand-dark-waltz-allegretto
License: https://filmmusic.io/standard-license
Valse Gymnopedie by Kevin MacLeod
Link: https://filmmusic.io/song/7928-valse-gymnopedie
License: https://filmmusic.io/standard-license
Disclosure
On Hold For You by Kevin MacLeod
Link: https://incompetech.filmmusic.io/song/6928-on-hold-for-you
License: https://filmmusic.io/standard-license
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Photo by krakenimages on Unsplash
Learn what's new with our Broker/Dealer - LPL this week, compliance in our industry, and the tools at our disposal. We revisit hot buttons for the market and the economy like the Delta variant, mask mandates, and vaccine progress. Understand why overseas markets look less expensive, could be a place to be, and how and when we're positioning our assets into areas of the market poised for growth potential with more control over the pandemic.
Host: Constantine J Kitrinos, CPFA Co-Host: Jason T Georgiev Link: https://www.monarchwealthmanagement.com
Credit below for music used in commercials intros/outros etc.
Intro Welcome to the Show by Kevin MacLeod Link: https://incompetech.filmmusic.io/song/4614-welcome-to-the-show License: https://filmmusic.io/standard-license
Commercials Grand Dark Waltz Allegretto by Kevin MacLeod Link: https://filmmusic.io/song/7920-grand-dark-waltz-allegretto License: https://filmmusic.io/standard-license
Valse Gymnopedie by Kevin MacLeod Link: https://filmmusic.io/song/7928-valse-gymnopedie License: https://filmmusic.io/standard-license
Disclosure On Hold For You by Kevin MacLeod Link: https://incompetech.filmmusic.io/song/6928-on-hold-for-you License: https://filmmusic.io/standard-license
Credit below for artwork used to design Podcast Billboard Photo by krakenimages on Unsplash
Get more info on the Child Tax Credit, the Delta Variant, Stock Market, and the Olympics. Learn more about what's to come in the months of August and September and the rest of the year. Both opportunity and some volatility could be lurking around the corner. We analyze the data and give some details on how we see positioning your portfolio during the year following an election.
Host: Constantine J Kitrinos, CPFA
Co-Host: Jason T Georgiev
Link: https://www.monarchwealthmanagement.com
Credit below for music used in commercials intros/outros etc.
Intro
Welcome to the Show by Kevin MacLeod
Link: https://incompetech.filmmusic.io/song/4614-welcome-to-the-show
License: https://filmmusic.io/standard-license
Commercials
Grand Dark Waltz Allegretto by Kevin MacLeod
Link: https://filmmusic.io/song/7920-grand-dark-waltz-allegretto
License: https://filmmusic.io/standard-license
Valse Gymnopedie by Kevin MacLeod
Link: https://filmmusic.io/song/7928-valse-gymnopedie
License: https://filmmusic.io/standard-license
Disclosure
On Hold For You by Kevin MacLeod
Link: https://incompetech.filmmusic.io/song/6928-on-hold-for-you
License: https://filmmusic.io/standard-license
Credit below for artwork used to design Podcast Billboard
Photo by krakenimages on Unsplash
People often wonder what it is we do day in and day out when we're not meeting with clients. Research, digging, understanding, formulating, forecasting, adapting, and tons and tons of data integration. Making sense of the numbers we all have access to. Knowing where to look and what to look for. It's about having a process, a philosophy, and executing decisions that will either help protect and capitalize on growth opportunities.
Host: Constantine J Kitrinos, CPFA
Co-Host: Jason T Georgiev
Link: https://www.monarchwealthmanagement.com
Credit below for music used in commercials intros/outros etc.
Intro
Welcome to the Show by Kevin MacLeod
Link: https://incompetech.filmmusic.io/song/4614-welcome-to-the-show
License: https://filmmusic.io/standard-license
Commercials
Grand Dark Waltz Allegretto by Kevin MacLeod
Link: https://filmmusic.io/song/7920-grand-dark-waltz-allegretto
License: https://filmmusic.io/standard-license
Valse Gymnopedie by Kevin MacLeod
Link: https://filmmusic.io/song/7928-valse-gymnopedie
License: https://filmmusic.io/standard-license
Disclosure
On Hold For You by Kevin MacLeod
Link: https://incompetech.filmmusic.io/song/6928-on-hold-for-you
License: https://filmmusic.io/standard-license
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I talk to one of the firm's Independent advisors based out of Buffalo, NY to discuss his unique offerings and how we work as a team on retirement plans. Mark shares some insight on what he does, his process, and how he and I work together with business owners. He shares some of his journey to parenthood and the financial aspects that he had to overcome. Tune in to hear more about Mark on both a business level as well as his personal side.
Host: Constantine J Kitrinos, CPFA
Guest: Mark R Ziemba, II AIF
Link: https://www.monarchwealthmanagement.com
Credit below for music used in commercials intros/outros etc.
Intro
Welcome to the Show by Kevin MacLeod
Link: https://incompetech.filmmusic.io/song/4614-welcome-to-the-show
License: https://filmmusic.io/standard-license
Commercials
Grand Dark Waltz Allegretto by Kevin MacLeod
Link: https://filmmusic.io/song/7920-grand-dark-waltz-allegretto
License: https://filmmusic.io/standard-license
Valse Gymnopedie by Kevin MacLeod
Link: https://filmmusic.io/song/7928-valse-gymnopedie
License: https://filmmusic.io/standard-license
Disclosure
On Hold For You by Kevin MacLeod
Link: https://incompetech.filmmusic.io/song/6928-on-hold-for-you
License: https://filmmusic.io/standard-license
Credit below for artwork used to design Podcast Billboard
Photo by krakenimages on Unsplash
Understand more about the breakdown of what you'll find in the makeup of your gas prices at the pump. Inflation and how it has a role in gas prices, the stock market, and commodities. Where things have been since the beginning of the year and where they're headed.
Host: Constantine J Kitrinos, CPFA
Co-Host: Jason T Georgiev
Link: https://www.monarchwealthmanagement.com
Credit below for music used in commercials intros/outros etc.
Intro
Welcome to the Show by Kevin MacLeod
Link: https://incompetech.filmmusic.io/song/4614-welcome-to-the-show
License: https://filmmusic.io/standard-license
Commercials
Grand Dark Waltz Allegretto by Kevin MacLeod
Link: https://filmmusic.io/song/7920-grand-dark-waltz-allegretto
License: https://filmmusic.io/standard-license
Valse Gymnopedie by Kevin MacLeod
Link: https://filmmusic.io/song/7928-valse-gymnopedie
License: https://filmmusic.io/standard-license
Disclosure
On Hold For You by Kevin MacLeod
Link: https://incompetech.filmmusic.io/song/6928-on-hold-for-you
License: https://filmmusic.io/standard-license
Credit below for artwork used to design Podcast Billboard
Photo by krakenimages on Unsplash
You're a business owner and don't have time for a long, drawn-out valuation that's expensive and a static determination of what it's worth at that moment in time. Learn how we work with existing, new, or business owners selling their business to know what it's worth. Understand the Key Performance Indicators that are enhancing or detracting your business valuation. Not selling, buying, or retiring anytime soon? You might think these don't help, but they can provide insight and guidance that is impactful for a ton of reasons. We discuss how you can get the most from your valuation.
Host: Constantine J Kitrinos, CPFA
Guest-Host: Jason T Georgiev
Link: https://www.monarchwealthmanagement.com
Credit below for music used in commercials intros/outros etc.
Intro Welcome to the Show by Kevin MacLeod
Link: https://incompetech.filmmusic.io/song/4614-welcome-to-the-show
License: https://filmmusic.io/standard-license
Commercials
Confused State by Kevin MacLeod
Link: https://incompetech.filmmusic.io/song/3538-confused-state
License: https://filmmusic.io/standard-license Happy Happy Game Show by Kevin MacLeod
Link: https://incompetech.filmmusic.io/song/3856-happy-happy-game-show
License: https://filmmusic.io/standard-license
Disclosure
On Hold For You by Kevin MacLeod
Link: https://incompetech.filmmusic.io/song/6928-on-hold-for-you
License: https://filmmusic.io/standard-license
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Photo by krakenimages on Unsplash
Our "secret" to success isn't much different from some of the most successful firms out there. That begins with the three "P's". People, Product, and Process have to be fine-tuned and repeatable so you come to expect a very high level of service and communication. Clients know most, if not all about how we communicate our strategy, investment changes, and process, but if you don't - take a listen. We walk through the new client process, how to find us, how and where we meet clients, ways we keep in touch, and how you can access your "stuff" with us and beyond. We have added a ton of tech solutions over the years to now include a mobile app, blogs, podcasts, newsletters, texting, financial planning software, access to all tax documents and reports available on-demand. Where there's a will, there's a way and we continue to get better and better all the time.
Host: Constantine J Kitrinos, CPFA
Guest-Host: Jason T Georgiev
Link: https://www.monarchwealthmanagement.com
Credit below for music used in commercials intros/outros etc.
Intro Welcome to the Show by Kevin MacLeod
Link: https://incompetech.filmmusic.io/song/4614-welcome-to-the-show
License: https://filmmusic.io/standard-license
Commercials
Confused State by Kevin MacLeod
Link: https://incompetech.filmmusic.io/song/3538-confused-state
License: https://filmmusic.io/standard-license Happy Happy Game Show by Kevin MacLeod
Link: https://incompetech.filmmusic.io/song/3856-happy-happy-game-show
License: https://filmmusic.io/standard-license
Disclosure
On Hold For You by Kevin MacLeod
Link: https://incompetech.filmmusic.io/song/6928-on-hold-for-you
License: https://filmmusic.io/standard-license
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Photo by krakenimages on Unsplash
Lisa from Geraci Realty talks through the market conditions, the buying process, how real estate reacts in a rising rate environment, and many other things. Real estate investing comes in all different shapes and sizes and profitability can vary quite a bit. Take a listen and learn more about the market right now and what's happening from an insider, my wife!
Host: Constantine J Kitrinos, CPFA
Guest-Host: Lisa Gianvecchio
Link: https://www.monarchwealthmanagement.com
Link: https://www.geracirealty.com
Credit below for music used in commercials intros/outros etc.
Intro Welcome to the Show by Kevin MacLeod
Link: https://incompetech.filmmusic.io/song/4614-welcome-to-the-show
License: https://filmmusic.io/standard-license
Commercials
Confused State by Kevin MacLeod
Link: https://incompetech.filmmusic.io/song/3538-confused-state
License: https://filmmusic.io/standard-license Happy Happy Game Show by Kevin MacLeod
Link: https://incompetech.filmmusic.io/song/3856-happy-happy-game-show
License: https://filmmusic.io/standard-license
Disclosure
On Hold For You by Kevin MacLeod
Link: https://incompetech.filmmusic.io/song/6928-on-hold-for-you
License: https://filmmusic.io/standard-license
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Photo by krakenimages on Unsplash
We've had questions thrown our way for the past several years regarding digital or cryptocurrencies. People want to know what they are, how they work, and if they should invest in them. Jason and I discuss some terminology, the background on their creation, and some of the things we can help clients with beginning a few weeks from now. Make no mistake, cryptocurrencies are NOT for the faint of heart and there is a considerable amount of implied risk. Investing in this type of asset class requires additional parameters, disclosures, and assessment to be certain it's both appropriate and understood regarding the benefits and drawbacks of exploring the asset class. Host: Constantine J Kitrinos, CPFA Co-Host: Jason T Georgiev Link: https://www.monarchwealthmanagement.com
Credit below for music used in commercials intros/outros etc. Intro Welcome to the Show by Kevin MacLeod Link: https://incompetech.filmmusic.io/song/4614-welcome-to-the-show License: https://filmmusic.io/standard-license
Commercials Confused State by Kevin MacLeod Link: https://incompetech.filmmusic.io/song/3538-confused-state License: https://filmmusic.io/standard-license Happy Happy Game Show by Kevin MacLeod Link: https://incompetech.filmmusic.io/song/3856-happy-happy-game-show License: https://filmmusic.io/standard-license
Disclosure On Hold For You by Kevin MacLeod Link: https://incompetech.filmmusic.io/song/6928-on-hold-for-you License: https://filmmusic.io/standard-license
Credit below for artwork used to design Podcast Billboard Photo by krakenimages on Unsplash
You know the stock market, you understand the basics of bonds, but listen as we describe some of the more intricate details of alternative investments and how bonds work. Fixed income might be more complex and a better market indicator than the stock market itself. Money managers have looked to the bond market for hints at where the market may head in the upcoming 6 - 12 months. Take a listen and subscribe to hear future episodes. Host: Constantine J Kitrinos, CPFA Co-Host: Jason T Goergiev Link: https://www.monarchwealthmanagement.com
Credit below for music used in commercials intros/outros etc.
Intro Welcome to the Show by Kevin MacLeod Link: https://incompetech.filmmusic.io/song/4614-welcome-to-the-show License: https://filmmusic.io/standard-license
Commercials Confused State by Kevin MacLeod Link: https://incompetech.filmmusic.io/song/3538-confused-state License: https://filmmusic.io/standard-license Happy Happy Game Show by Kevin MacLeod Link: https://incompetech.filmmusic.io/song/3856-happy-happy-game-show License: https://filmmusic.io/standard-license
Disclosure On Hold For You by Kevin MacLeod Link: https://incompetech.filmmusic.io/song/6928-on-hold-for-you License: https://filmmusic.io/standard-license
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Photo by krakenimages on Unsplash
If you're like the rest of Americans, you're thinking you can't wait for a vacation! Here's your chance to hear from an expert on what to expect and how things are done when it comes to travel in this post-pandemic era. How do you book travel these days? For those who don't use a travel agent or wonder why people still use them, you should listen to this episode. We chat with Natalie Fichera, owner and travel advisor at NJF Travel as we get to the bottom of travel planning right now. Our conversation gives us a different perspective on the travel industry and some understanding of various investable sectors and when and how much they may recover. Host: Constantine J Kitrinos, CPFA Co-Host: Natalie Fichera Link: https://www.monarchwealthmanagement.com Link: https://www.njftravel.com ------------------------------------------------------------------------------------------------------------------------------------------------------------------- Credit below for music used in commercials intros/outros etc. ------------------------------------------------------------------------------------------------------------------------------------------------------------------- Intro Welcome to the Show by Kevin MacLeod Link: https://incompetech.filmmusic.io/song/4614-welcome-to-the-show License: https://filmmusic.io/standard-license ------------------------------------------------------------------------------------------------------------------------------------------------------------------- Commercials Confused State by Kevin MacLeod Link: https://incompetech.filmmusic.io/song/3538-confused-state License: https://filmmusic.io/standard-license Happy Happy Game Show by Kevin MacLeod Link: https://incompetech.filmmusic.io/song/3856-happy-happy-game-show License: https://filmmusic.io/standard-license ------------------------------------------------------------------------------------------------------------------------------------------------------------------- Disclosure On Hold For You by Kevin MacLeod Link: https://incompetech.filmmusic.io/song/6928-on-hold-for-you License: https://filmmusic.io/standard-license ------------------------------------------------------------------------------------------------------------------------------------------------------------------- Credit below for artwork used to design Podcast Billboard ------------------------------------------------------------------------------------------------------------------------------------------------------------------- Photo by krakenimages on Unsplash
You have a retirement plan at work just like everyone else and that means what? More than likely you set up your 401(k), picked a target date fund or some individual investments, and haven't look at a statement or thought about it in a while. We meet with people who ask for help on these plans or want to know more about them. Jay and I discuss different retirement plans, how they work, and the differences in the way we help clients and business owners with respect to retirement plans. Host: Constantine J Kitrinos, CPFA Co-Host: Jason T Georgiev Link: https://www.monarchwealthmanagement.com ------------------------------------------------------------------------------------------------------------------------------------------------------------------- Credit below for music used in commercials intros/outros etc. ------------------------------------------------------------------------------------------------------------------------------------------------------------------- Intro Welcome to the Show by Kevin MacLeod Link: https://incompetech.filmmusic.io/song/4614-welcome-to-the-show License: https://filmmusic.io/standard-license ------------------------------------------------------------------------------------------------------------------------------------------------------------------- Commercials Confused State by Kevin MacLeod Link: https://incompetech.filmmusic.io/song/3538-confused-state License: https://filmmusic.io/standard-license Happy Happy Game Show by Kevin MacLeod Link: https://incompetech.filmmusic.io/song/3856-happy-happy-game-show License: https://filmmusic.io/standard-license ------------------------------------------------------------------------------------------------------------------------------------------------------------------- Disclosure On Hold For You by Kevin MacLeod Link: https://incompetech.filmmusic.io/song/6928-on-hold-for-you License: https://filmmusic.io/standard-license ------------------------------------------------------------------------------------------------------------------------------------------------------------------- Credit below for artwork used to design Podcast Billboard ------------------------------------------------------------------------------------------------------------------------------------------------------------------- Photo by krakenimages on Unsplash
We discuss my recent absence and battle with Round 2 of having COVID! What is going on with the economy, how do we invest in this turbulent market and what can you expect as a new client with the firm? These are some of the topics we discuss as we navigate the market and continue to pursue opportunity and understanding. Host: Constantine J Kitrinos, CPFA Co-Host: Jason T Georgiev Link: https://www.monarchwealthmanagement.com
Credit below for music used in commercials intros/outros etc.
Intro Welcome to the Show by Kevin MacLeod Link: https://incompetech.filmmusic.io/song/4614-welcome-to-the-show License: https://filmmusic.io/standard-license
Commercials Confused State by Kevin MacLeod Link: https://incompetech.filmmusic.io/song/3538-confused-state License: https://filmmusic.io/standard-license Happy Happy Game Show by Kevin MacLeod Link: https://incompetech.filmmusic.io/song/3856-happy-happy-game-show License: https://filmmusic.io/standard-license
Disclosure On Hold For You by Kevin MacLeod Link: https://incompetech.filmmusic.io/song/6928-on-hold-for-you License: https://filmmusic.io/standard-license
Credit below for artwork used to design Podcast Billboard
Photo by krakenimages on Unsplash
The recent Covid Relief package sparks up a contentious debate about how the bill allocates the use of funds, how they're being distributed and when the beneficiaries will receive those funds. Does the passage address the real economic need of the most beaten down businesses and those displaced from their careers beyond their control? Constantine and Jason talk through the bill highlights and only scratch the surface on where this will allocates funds. Host: Constantine J Kitrinos, CPFA Co-Host: Jason T Georgiev Link: https://www.monarchwealthmanagement.com
Credit below for music used in commercials intros/outros etc.
Intro Welcome to the Show by Kevin MacLeod Link: https://incompetech.filmmusic.io/song/4614-welcome-to-the-show License: https://filmmusic.io/standard-license
Commercials Confused State by Kevin MacLeod Link: https://incompetech.filmmusic.io/song/3538-confused-state License: https://filmmusic.io/standard-license Happy Happy Game Show by Kevin MacLeod Link: https://incompetech.filmmusic.io/song/3856-happy-happy-game-show License: https://filmmusic.io/standard-license
Disclosure On Hold For You by Kevin MacLeod Link: https://incompetech.filmmusic.io/song/6928-on-hold-for-you License: https://filmmusic.io/standard-license
Credit below for artwork used to design Podcast Billboard
Photo by krakenimages on Unsplash
The market has us on a rollercoaster ride as of late. Seems a little different than the rocket ship we've all been riding the past 12 months and has something rethinking their investment strategy. Find out what we're seeing in the market, why it's happening, and what we're doing about it.
Host: Constantine J Kitrinos, CPFA
Co-Host: Jason T Georgiev
Link: https://www.monarchwealthmanagement.com
Credit below for music used in commercials intros/outros etc.
Intro
Welcome to the Show by Kevin MacLeod
Link: https://incompetech.filmmusic.io/song/4614-welcome-to-the-show
License: https://filmmusic.io/standard-license
Commercials
Confused State by Kevin MacLeod
Link: https://incompetech.filmmusic.io/song/3538-confused-state
License: https://filmmusic.io/standard-license
Happy Happy Game Show by Kevin MacLeod
Link: https://incompetech.filmmusic.io/song/3856-happy-happy-game-show
License: https://filmmusic.io/standard-license
Disclosure
On Hold For You by Kevin MacLeod
Link: https://incompetech.filmmusic.io/song/6928-on-hold-for-you
License: https://filmmusic.io/standard-license
Ever win the lottery and have a choice between the lump sum or taking the annuity payments? We talk about one of the most hated words in our industry and why it gets such a bad wrap. You might think you know all there is to know about annuities, but take a listen and you could learn more so you have a better understanding of why friends or relatives may have them as a part of their plan. This episode isn't meant to help promote the use of annuities or to bash them; simply give more insight on what they are and highlight some of the bells and whistles they could include. We cover a ton of ground here and only scratch the surface on how these contracts could be used. Host: Constantine J Kitrinos, CPFA Co-Host: Jason T Georgiev Link: https://www.monarchwealthmanagement.com Credit below for music used in commercials intros/outros etc.
Commercials Gothamlicious by Kevin MacLeod Link: https://incompetech.filmmusic.io/song/5741-gothamlicious License: https://filmmusic.io/standard-license Ice Flow by Kevin MacLeod Link: https://incompetech.filmmusic.io/song/3898-ice-flow License: https://filmmusic.io/standard-license
Disclosure Investigations by Kevin MacLeod Link: https://incompetech.filmmusic.io/song/3924-investigations License: http://creativecommons.org/licenses/by/4.0/
We chat with an insurance Guru to talk about policies that can help protect and secure you when things don't go as planned. Learn how business owners and employees can benefit from some of the not-so-known policies and how they work. Do you know and understand all the benefits available to your business or your employees? The topics and questions we cover are real-life questions asked by clients and prospects. Host: Constantine J Kitrinos, CPFA Guest-Host: Collin Wheatley | Aflac Link: https://www.monarchwealthmanagement.com Credit below for music used in commercials intros/outros etc.
Commercials Gothamlicious by Kevin MacLeod Link: https://incompetech.filmmusic.io/song/5741-gothamlicious License: https://filmmusic.io/standard-license Ice Flow by Kevin MacLeod Link: https://incompetech.filmmusic.io/song/3898-ice-flow License: https://filmmusic.io/standard-license
Disclosure Investigations by Kevin MacLeod Link: https://incompetech.filmmusic.io/song/3924-investigations License: http://creativecommons.org/licenses/by/4.0/
In this second episode of 2021, we chat about broker-dealers, how advisors partner with them, and why clients should care. How does this new world of social media and message boards change the landscape of investing and what regulation is needed? Do you know and understand all the products and solutions we offer - chances are, probably not! The topics and questions we cover are real-life questions asked by clients and prospects. Host: Constantine J Kitrinos, CPFA Co-Host: Jason T Georgiev - Branch Operations Manager | Monarch Wealth Management Link: https://www.monarchwealthmanagement.com Credit below for music used in commercials intros/outros etc.
Commercials Gothamlicious by Kevin MacLeod Link: https://incompetech.filmmusic.io/song/5741-gothamlicious License: https://filmmusic.io/standard-license
Ice Flow by Kevin MacLeod Link: https://incompetech.filmmusic.io/song/3898-ice-flow License: https://filmmusic.io/standard-license
Disclosure Investigations by Kevin MacLeod Link: https://incompetech.filmmusic.io/song/3924-investigations License: http://creativecommons.org/licenses/by/4.0/
This first episode of 2021 features a view in the rear-view mirror to understand where we've been to better understand where we might be heading. We discuss the 2020 market, COVID vaccine, Stimulus, Retirement Planning, and get a better understanding of Health Savings Accounts (HSA's) and how to get the most bang for your buck. The topics and questions we cover are real-life questions asked by clients and prospects. Host: Constantine J Kitrinos, CPFA Co-Host: Jason T Georgiev - Branch Operations Manager | Monarch Wealth Management Link: https://www.monarchwealthmanagement.com Credit below for music used in commercials intros/outros etc. Disclosure Investigations by Kevin MacLeod Link: https://incompetech.filmmusic.io/song/3924-investigations License: http://creativecommons.org/licenses/by/4.0/
This thirteenth episode of 2020 features Janna-Rayanne and Tommy. We discuss the process, cost, and steps involved in becoming a new client. The topics and questions we cover are real-life questions asked by clients and prospects over the years.
Host: Constantine J Kitrinos
Guest Hosts: Janna-Rayanne Benraiss & Tommy Baxter | Monarch Wealth Management Interns
Link: https://www.monarchwealthmanagement.com
Credit below for music used in commercials intros/outros etc.
Disclosure
Investigations by Kevin MacLeod
Link: https://incompetech.filmmusic.io/song/3924-investigations
License: http://creativecommons.org/licenses/by/4.0/
Commercial
Easy Lemon by Kevin MacLeod
Link: https://incompetech.filmmusic.io/song/3697-easy-lemon
License: http://creativecommons.org/licenses/by/4.0/
This twelfth episode of 2020 features Dan Basch, CFO of Roberts Accounting, CPA's. We discuss PPP, EIDL, economic stimulus, accounting practices, and supporting consultative services to help bring your business to the next level.
Hosts: Constantine J Kitrinos and David T Georgiev
Guest Host: Dan Basch, CFO | Roberts Accounting, CPA's, P.C.
Link: https://www.monarchwealthmanagement.com
Link: https://www.rac-co.com/
Credit below for music used in commercials intros/outros etc.
Disclosure
Investigations by Kevin MacLeod
Link: https://incompetech.filmmusic.io/song/3924-investigations
License: http://creativecommons.org/licenses/by/4.0/
Commercial
Funkorama by Kevin MacLeod
Link: https://incompetech.filmmusic.io/song/3788-funkorama
License: http://creativecommons.org/licenses/by/4.0/
This eleventh episode of 2020 features Janna-Rayanne and Tommy. We discuss various types of family protection, tools available to use, and some benefits & drawbacks of the various options available. Do this one thing to make sure you know what you own and have the protection that's suitable for you today - listen to the show to find out more.
Host: Constantine J Kitrinos
Guest Hosts: Janna-Rayanne Benraiss & Tommy Baxter | Monarch Wealth Management Interns
Link: https://www.monarchwealthmanagement.com
Credit below for music used in commercials intros/outros etc.
Disclosure
Investigations by Kevin MacLeod
Link: https://incompetech.filmmusic.io/song/3924-investigations
License: http://creativecommons.org/licenses/by/4.0/
This tenth episode of 2020 features Marcus W. Kroll, Esq of the Kroll Law Firm. We talk about Estate planning, the impact of the Secure Act passage, and how Covid-19 is changing the way people think about planning and how new legislation allows attorneys to engage with their clients.
Hosts: Constantine J Kitrinos
Guest Host: Marcus W. Kroll, Esq
Link: https://www.kroll-lawoffice.com/
Credit below for music used in commercials intros/outros etc.
Disclosure
Investigations by Kevin MacLeod
Link: https://incompetech.filmmusic.io/song/3924-investigations
License: http://creativecommons.org/licenses/by/4.0/
COMMERCIAL
Sneaky Snitch by Kevin MacLeod
Link: https://incompetech.filmmusic.io/song/4384-sneaky-snitch
License: http://creativecommons.org/licenses/by/4.0/
This ninth episode of 2020 features Monarch Wealth Management's 2020 Interns, Janna-Rayanne Benraiss and Tommy Baxter. We talk about sector rotations, downside protection, inflation, and the challenging valuations in the current market.
Hosts: Constantine J Kitrinos and David T Georgiev
Guest Host: Janna-Rayanne Benraiss | Tommy Baxter
Link: https://www.monarchwealthmanagement.com/
Credit below for music used in commercials intros/outros etc.
Disclosure
Investigations by Kevin MacLeod
Link: https://incompetech.filmmusic.io/song/3924-investigations
License: http://creativecommons.org/licenses/by/4.0/
This eighth episode of 2020 features the owner of Basch Solutions, Justin Basch. We talk about the stock market today, trading platforms, what's important to millennial investors, and the overall landscape of the investment world. Basch Solutions is a full-service agency with robust offerings in marketing, strategy, and web design that helps new and growing businesses get to the next level.
Hosts: Constantine J Kitrinos and David T Georgiev
Guest Host: Justin Basch | Basch Solutions
Link: https://www.baschsolutions.com/
Link: https://www.monarchwealthmanagement.com/
Credit below for music used in commercials intros/outros etc.
Disclosure
Investigations by Kevin MacLeod
Link: https://incompetech.filmmusic.io/song/3924-investigations
License: http://creativecommons.org/licenses/by/4.0/
This seventh episode of 2020 features owners of Sapori Cafe & Catering, Chef Joseph Gianvecchio, and Matthew Gianvecchio. We talk about the story behind the business, how its been impacted by COVID, and learn more about some new and exciting things on the horizon. Company events, social gatherings, cooking at home, private events, and everything in between can be done by this full-service catering company. Have Sapori take your event to the next level.
Hosts: Constantine J Kitrinos and David T Georgiev
Guest Hosts: Chef | Owner Joseph Gianvecchio and Owner Matthew Gianvecchio
Link: http://sapori-rochester.com/
Link: https://www.monarchwealthmanagement.com/
Credit below for music used in commercials intros/outros etc.
Sapori Commercial
Cheery Monday by Kevin MacLeod
Link: https://incompetech.filmmusic.io/song/3495-cheery-monday
License: http://creativecommons.org/licenses/by/4.0/
Disclosure
Investigations by Kevin MacLeod
Link: https://incompetech.filmmusic.io/song/3924-investigations
License: http://creativecommons.org/licenses/by/4.0/
This sixth episode of 2020 features AJ Long and Lou George III of Specific Solutions. We discuss the insurance industry, how business is being processed, the impacts of COVID-19, and how the company helps grow your practice. Wealth Firms, Broker/Dealers, Credit Unions, and Independent Wealth advisors can utilize their services to take their insurance and annuity products to the next level.
Hosts: Constantine J Kitrinos and David T Georgiev
Expert Guest Hosts: AJ Long and Lou Georgie III
Link: https://www.specificsolutions.com/
Link: https://www.monarchwealthmanagement.com/
Credit below for music used in commercials intros/outros etc.
Specific Solutions Commercial
Ice Flow by Kevin MacLeod
Link: https://incompetech.filmmusic.io/song/3898-ice-flow
License: http://creativecommons.org/licenses/by/4.0/
Disclosure
Investigations by Kevin MacLeod
Link: https://incompetech.filmmusic.io/song/3924-investigations
License: http://creativecommons.org/licenses/by/4.0/
This fifth episode of 2020 features Matthew Merrick of Haus Capital Corp. We discuss real estate, the mortgage process, interest rates, and the impact
Hosts: Constantine J Kitrinos and David T Georgiev
Expert Guest Host: Matthew Merrick, Mortgage Loan Originator
Link: https://hauscapitalcorp.com
Link: https://www.monarchwealthmanagement.com/
Credit below for music used in commercials
Gothamlicious by Kevin MacLeod
Link: https://incompetech.filmmusic.io/song/5741-gothamlicious
License: http://creativecommons.org/licenses/by/4.0/
This fourth episode of 2020 features Brandon DiCesare of Optima Benefits & Payroll. We discuss SBA, PPP, the Coronavirus impact on local businesses and how the Optima team has communicated to its clients along the way.
Hosts: Constantine J Kitrinos and David T Georgiev
Expert Guest Host: Brandon DiCesare, Vice President Optima Benefits & Payroll
https://www.optimabenefitsgroup.com/
https://www.monarchwealthmanagement.com/
Credit below for music used in commercials
Gothamlicious by Kevin MacLeod
Link: https://incompetech.filmmusic.io/song/5741-gothamlicious
License: http://creativecommons.org/licenses/by/4.0/
This is the third episode of 2020 where we talk about politics, market outlook, the impact of the Coronavirus, Monarch Wealth Management client appreciation and learning workshops.
Hosts: Constantine J Kitrinos and David T Georgiev
www.monarchwealthmanagement.com
Guest Cam Knaub from Knaub home solutions, election year investment returns, home & auto insurance discussion and mistakes made by leaving too much cash on the sidelines.
Hosts: Constantine J Kitrinos and David T Georgiev
Guests: Cam Knaub
www.monarchwealthmanagement.com
This is the first episode of 2020 where we talk about politics, market outlook, SECURE Act, Monarch Wealth Management client appreciation and learning workshops.
Hosts: Constantine J Kitrinos and David T Georgiev
www.monarchwealthmanagement.com
Credit for Music used in this trailer. Prelude and Action by Kevin MacLeod Link: https://incompetech.filmmusic.io/song/4236-prelude-and-action License: https://filmmusic.io/standard-license