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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

01:07:59

Back in Business (and Better Health) with Dr. Camarata

PennyWise Financial ·

2025/10/23

Wavelengths, Wellness, and Witty Adjustments are topic of conversation with our guest, Dr. Sam Camarata. Tune in for an incredibly energetic and uplifting conversation with Dr. Sam from Camarata Chiropractic and Family Wellness Center! This isn't your typical health chat—Dr. Sam brings his infectious joy to the mic as we dive deep into the world of proactive wellness and high-performance living.What We Crack Open:Vibe Check! Dr. Sam kicks off the episode by discussing the "wavelengths"

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01:16:10

Rolling with the Punches

PennyWise Financial ·

2025/09/24

From Marketing to the Mat. Join Constantine and Dave as they talk with Phil Misetti of Shogun West BJJ. Phil gets real about the struggles of being a self-employed business owner, why he left the corporate world behind, and how his strong ties to his community and church guide his approach to business. We also explore the deeper reasons why so many people are joining the BJJ world today.Guest Info:Website: https://www.shogunwestbjj.comEmail: info@shogunwestbjj.com

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01:00:45

Mortgage, Money & Making it Happen

PennyWise Financial ·

2025/09/11

It's all about "Friction, Full Gamut and Buy Now." Tune in and you'll know too. Navigating the world of mortgages and real estate can be a challenge, but in this episode, we're here to help! I'm joined by the fantastic Matthew Merrick from AnnieMac Home Mortgage and managing partner David Georgiev from Monarch Wealth Management, LLC for a fun and insightful conversation.We cover everything you need to know, from the current state of mortgage rates and the loan process to

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00:30:31

The Market's Midterm: A Back-to-School Check-Up

PennyWise Financial ·

2025/09/05

This week on Pennywise Financial, we're heading back to school and taking a serious look at the market's report card! 🍎 I'm joined by my partner in financial crime from Monarch Wealth Management, LLC to give you our post-mid-year check-up.We'll break down the factors that could send the market to the principal's office and those that show we're on a path to a stellar grade. From the top-performing sectors that are leading the class to the political influences that are making

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00:29:48

End-of-Life Support Co-Pilot with Compassion

PennyWise Financial ·

2025/05/28

Navigating End-of-Life: Compassionate Guidance with Jean Oswald |In this incredibly important episode of the Pennywise Financial Podcast, host Constantine J. Kitrinos sits down with Jean Oswald, the owner of Compassionate Consulting in Rochester, NY. End-of-life planning and navigating difficult healthcare decisions can feel like an overwhelming whirlwind for families. That's where Jean steps in. With years of experience as a Registered Nurse and an extensive background in guiding families

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00:41:55

Trump's Tariffs: Don't Panic, Plan Smart

PennyWise Financial ·

2025/04/07

Are the new tariffs shaking up your investment strategy? Wondering how the current administration's policies will affect your portfolio? On this episode of Pennywise Financial, broadcasting from Brighton, we address these critical questions head-on. We analyze the radical changes in tariff policy and provide a clear framework for understanding their impact. We'll also take a look back at moments in time that felt like the absolute peak of uncertainty, offering valuable perspective for

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00:13:09

Tariffs, Regulation & Rhetoric, Oh MY! 🤯

PennyWise Financial ·

2025/04/07

In an abridged podcast episode, I cut through the financial jargon and deliver a concise breakdown of what's happening in the stock market right now.Recorded live from Brighton, NY, on this beautiful Thursday, April 3rd, 2025, this isn't your typical doom-and-gloom news report. Instead, I'm focusing on providing you with the clear, actionable insights you need to navigate the current landscape with confidence.I briefly touch on the following:The Key Market Movers: What were the significant economic

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00:45:19

Climbing the ladder and hopping over it

PennyWise Financial ·

2024/04/03

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

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00:29:35

Love is in the Air. Does it last?

PennyWise Financial ·

2024/03/27

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

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00:43:28

Building Your Nest Egg, Not a Nursery

PennyWise Financial ·

2024/03/11

Rethinking Legacy - The Child-Free Journey with Dr. Jay ZigmontHost: Constantine J Kitrinos, CPFA | Managing Partner | Wealth Advisor Guest: Dr. Jay Zigmont, MBA, CFP | Found & CEO Guest Website: https://childfreewealth.com This 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

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00:56:00

Tax Time Turbulence😲

PennyWise Financial ·

2024/02/25

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,

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00:58:10

Beyond The Buffet

PennyWise Financial ·

2024/02/14

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

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00:32:59

Finding Fitness that Fits You | Physical & Mental...

PennyWise Financial ·

2024/02/06

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

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00:20:30

A warm cup of appreciation

PennyWise Financial ·

2024/01/31

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

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00:28:20

Put the bears into hibernation

PennyWise Financial ·

2023/12/13

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:

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00:53:46

Spill the Tea on Estate Planning

PennyWise Financial ·

2023/12/06

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:

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00:45:15

Say Goodbye to Housing Headaches

PennyWise Financial ·

2023/11/29

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

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00:40:22

The Right Guide to Navigate The Senior Care Maze

PennyWise Financial ·

2023/11/21

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 |

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00:38:04

What Your Insurance Broker Isn't Telling You

PennyWise Financial ·

2023/11/13

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

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00:39:30

Haircuts Belong in The Barber Shop

PennyWise Financial ·

2023/11/03

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

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113 results

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