PennyWise Financial

Business Owners Know How to Stack


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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

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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

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

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PennyWise FinancialBy Constantine J Kitrinos, CPFA - Managing Partner | Wealth Advisor