PennyWise Financial

New Year, New You - Again!


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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

Credit below for artwork used to design Podcast Billboard

Photo by krakenimages on Unsplash

Credit for Episode artwork

Photo by Polina Kovaleva from Pexels

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