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PODCAST

PennyWise Financial

Constantine J Kitrinos, CPFA - Managing Partner | Wealth 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 www.monarchwealthmanagement.com

education

All Episodes

00:32:27

What's Going On?

PennyWise Financial ·

2022/09/22

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

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00:24:01

Our Values

PennyWise Financial ·

2022/09/13

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

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00:50:28

Debt Free, Now What?

PennyWise Financial ·

2022/08/31

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

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00:39:09

Planning as a Business Owner

PennyWise Financial ·

2022/08/24

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

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00:44:43

How We Can Help YOU

PennyWise Financial ·

2022/08/17

Thinking about working with an advisor but don't think you have enough assets? Believe us, we understand. But there are so many options you have even with a limited budget that only stand to benefit YOU. We discuss some examples of 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

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00:46:25

Law and Order (feat. Marcus Kroll)

PennyWise Financial ·

2022/08/10

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

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00:46:23

Job Changing Made Easy

PennyWise Financial ·

2022/08/04

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

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00:19:55

Kid play for now

PennyWise Financial ·

2022/07/28

Kids, sports, allowance, and lunch money. You know - all the essential 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 #college, #investing, #inflation, and #scaryvoices in today's financial markets. Tune in and subscribe to hear this and more! Host:

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00:38:32

It's Getting Better

PennyWise Financial ·

2022/07/20

Have you been paying attention to the stock market lately? Finally, some green numbers! We discuss the market and its 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:

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00:48:35

Make Good Choices

PennyWise Financial ·

2022/07/13

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

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00:43:31

Bears and Bulls

PennyWise Financial ·

2022/07/06

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,

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00:46:11

Retirement Plans for Business Owners

PennyWise Financial ·

2022/06/29

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,

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00:39:17

Inheriting Money

PennyWise Financial ·

2022/06/23

Do you know what happens when you inherit money? you may think it's a straightforward 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, and #inheritance among other things relevant to the market right now. Tune in and subscribe to hear

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00:35:00

The Recipe for Lower Taxes when you Retire

PennyWise Financial ·

2022/06/15

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

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00:40:11

Loosen up or Pull in Tight

PennyWise Financial ·

2022/06/08

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

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00:32:40

Education Bank

PennyWise Financial ·

2022/06/01

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

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00:47:47

Find your Zen

PennyWise Financial ·

2022/05/26

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

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00:35:14

Stay The Course

PennyWise Financial ·

2022/05/19

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

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00:35:50

Strength in Numbers

PennyWise Financial ·

2022/04/27

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

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00:37:51

Be the Boss of your "Stuff"

PennyWise Financial ·

2022/03/23

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

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113 results

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