A Conversation with Charles Forte Jr., MBA

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 portfolio healthy - no heartbreak guaranteed!

Rethinking Legacy - The Child-Free Journey with Dr. Jay Zigmont

Tax deadline lowdown: Don't miss out! Get the latest on filing deadlines and extensions.

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 incredible satisfaction of building something from the ground up. Whether you're a seasoned business owner or just daydreaming about launching your own venture, this episode is packed with valuable insights and inspiration.

So, grab your notebook, put on your thinking cap, and get ready to learn from a true Pennywise pro. Let's get this party started (financially speaking, of course)!

Co-Host: David T Georgiev, MBA, CKA ⁠⁠

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.

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 mix a little quality time with some business.

The link mentioned in this episode with information on how and where to go to freeze your credit

https://bit.ly/KeepItSafeHolidays2023

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: www.khjlaw.com

Guest Email: [email protected]

The following music was used for this media project:

Music: Back Roads In The Afternoon by Justin Allan Arnold

Freedownload: https://filmmusic.io/song/11209-back-roads-in-the-afternoonLicense (CC BY 4.0): https://filmmusic.io/standard-license

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.