PennyWise Financial

By 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 ... more

· Education

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FAQs about PennyWise Financial:

How many episodes does PennyWise Financial have?

The podcast currently has 114 episodes available.

PennyWise Financial episodes:

August 24, 2022 Planning as a Business Owner
Are you a business owner? Have you started planning for the end of the year yet? Listen in as we discuss how working with a financial advisor is the best idea to help you with all your unique needs. We also get into some important market research topics and how they may impact things going forward. Sam and Constantine chat about #businnessowners, #marketpullback, #housingmarket, #investing, #inflation, and #currentevents among other things relevant to the market right now. Tune in and subscribe to hear this and more!
Host: Constantine J Kitrinos, CPFA
CoHost: Sam Gueli
Website: 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
...more
40min
August 17, 2022 How We Can Help YOU
Thinking about working with an advisor but don't think you have enough assets? Believe us, we understand. But there are so many options you have even with a limited budget that only stand to benefit YOU. We discuss some examples of how we can help different types of investors reach individual goals. Also, the market looks promising, as we talk about some statistics that suggest a rebound in the economy. Sam and Constantine chat about #marketrebound, #money, #budgeting, #investing, #inflation, and #currentevents among other things relevant to the market. Tune in and subscribe to hear this and more!
Host: Constantine J Kitrinos, CPFA
CoHost: Sam Gueli
Website: 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
...more
45min
August 10, 2022 Law and Order (feat. Marcus Kroll)
Today's episode features the one and only Marcus Kroll from Kroll Law Firm! Join us as we discuss with Marcus why it's a great idea to work with an attorney and get all your loose ends straightened out. Marcus gives advice on how to take care of your money, great tax help, and plenty of other valuable tips. Tune in and subscribe to hear this and more!
Host: Constantine J Kitrinos, CPFA
CoHost: Sam Gueli
Website: 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
...more
47min
August 04, 2022 Job Changing Made Easy
Looking to change jobs? You have questions, we have answers. If you're thinking about making a change and you're unsure of what to expect, don't worry! We'll walk you through everything from your 401(k) to life insurance. Also, we discuss many ways to save money including some newer age tactics such as budgeting apps. Sam and Constantine chat about #careerchange, #jobmarkets, #budgeting, #investing, #inflation, and #currentevents among other things relevant to the market right now. Tune in and subscribe to hear this and more!

Host: Constantine J Kitrinos, CPFA
CoHost: Sam Gueli
Website: 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
...more
47min
July 28, 2022 Kid play for now
Kids, sports, allowance, and lunch money. You know - all the essential things to a 5 and 9-year-old. Talking to kids about finance, their understanding of what things cost, and what retirement means in their own words. Constantine invites his son Sebastian and his niece Adriana to talk "finance" and help kids and young adults learn more. This episode focuses on #college, #investing, #inflation, and #scaryvoices in today's financial markets. Tune in and subscribe to hear this and more!

Host: Constantine J Kitrinos, CPFA
Guest Host: Sebastian Alexander Kitrinos, Class Mayor and "Kid Boss"
Guest Host: Adriana Marie Gianvecchio,
Website: 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
...more
20min
July 20, 2022 It's Getting Better
Have you been paying attention to the stock market lately? Finally, some green numbers! We discuss the market and its current outlook, and why we're feeling more optimistic. Also, we dive into saving for college, including 529 plans, and current events impacting our daily lives such as inflation. Sam and Constantine chat about #marketgains, #college, #investing, #inflation, and #currentevents among other things relevant to the market right now. Tune in and subscribe to hear this and more!

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
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
...more
39min
July 13, 2022 Make Good Choices
Have you ever thought about working with a financial advisor? When it comes to setting and achieving realistic goals, we're here to help you make the best decisions for YOU. We discuss the benefits of trusting a professional when it comes to investing. Also, we talk about Elon Musk and Twitter, inflation, gas prices, and the economy in general. Sam and Constantine chat about #financialadvisors, #twitter, #investing, and #currentevents among other things relevant to the market right now. Tune in and subscribe to hear this and more!
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 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
...more
49min
July 06, 2022 Bears and Bulls
Are you nervous about your investments right now? We know it's easy to look at the recent market declines and start to worry. But in this episode, we'll tell you all about annual returns and intra-year declines and why you should be looking forward to the next six months, as investors are still confident about the stock market. Also, we discuss how a bull market can return soon and why a bear market is not as scary as you may think. Sam and Constantine chat about #bearmarkets, #bullmarkets, #investing, and #currentevents among other things relevant to the market right now. Tune in and subscribe to hear this and more.
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 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
...more
44min
June 29, 2022 Retirement Plans for Business Owners
Are you a business owner? What kind of retirement plan do you offer your employees? Tune in to hear about the many options you have as well as some key deadlines for your plans. Also, we talk about the crazy current events going on right now and how they tie into the market. Sam and Constantine chat about #retirement, #savings, #businessowner, and #currentevents among other things relevant to the market right now. Tune in and subscribe to hear this and more.
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 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
...more
47min
June 23, 2022 Inheriting Money
Do you know what happens when you inherit money? you may think it's a straightforward process, but there's actually a lot of choices and rules that you have to follow. Also, there may be some hope for optimism, as we'll let you in on market cycle tendencies that have investors looking forward to the second half of the year and beyond. Sam and Constantine chat about #taxes, #savings, #marketcycles, and #inheritance among other things relevant to the market right now. Tune in and subscribe to hear this and more.
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 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
...more
40min

FAQs about PennyWise Financial:

How many episodes does PennyWise Financial have?

The podcast currently has 114 episodes available.