PennyWise Financial
PennyWise Financial
Constantine J Kitrinos, CPFA - Managing Partner | Wealth Advisor
Stay The Course
35 minutes Posted May 19, 2022 at 6:26 pm.
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Show notes

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


Credit below for music used in commercials intros/outros etc.


Intro

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

Link: https://filmmusic.io/song/7928-valse-gymnopedie

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Disclosure

On Hold For You by Kevin MacLeod

Link: https://incompetech.filmmusic.io/song/6928-on-hold-for-you

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