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:

February 24, 2022 Collateral Damage
Ukraine, pin action in the market, Ukraine, tax talk with Sheila Monachino from Davie Kaplan, and more Ukraine. This conflict isn't coming as a surprise to many that have been tuning in and things are really starting to heat up. The bigger question becomes how long and how much is this going to hurt portfolios? There are tons of things you could do right now that would disrupt progress for years to come so hear how we're thinking about this and what we've done to prepare for our clients. Own a business? You need to hear about this tax loophole because the window for that election is closing soon. Sheila has a lot to say about the value of working with a CPA and essential things to know for both individuals and business owners.

#MidTermElection #Ukraine #Tax #CPA #Stocks #Bonds #Inflation #BusinessOwners #PTET #SALT

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
1h 2min
February 16, 2022 Inflated or just a little Bloated
We discuss current events affecting your investments, stocks, bonds and everything in-between. Everyone is wondering what kind of returns we might expect in this current environment and what we're doing now with our portfolios. Inflation is here and it looks like it's here to stay.
#MidTermElection #Ukraine #Stocks #Bonds #Inflation

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
February 10, 2022 Laces out, Tight spirals and Strategy Wins
Let's get ready for some football! This episode features guest hosts Sam Gueli and Managing Partner David Georgiev. This Macedonian, Italian and Greek smorgasbord of hosts gives you a flavor of the market performance, questions from the field and some current events playing a role in your investments and your nerves. We take a look at the market momentum or lack there of, but don't chalk this up to a losing year just yet. Don't blink either. The market has been sideways for the past few trading sessions, but many times this is a way for the market to digest things before a move higher. We'll keep a close pulse on things as they develop. Sam asks the question most of you have right now and it's basically, should I sit this one out and sell now? We discuss market timing, novice blunders and good ole mistakes our clients don't make because they know the script. This weekend is the Superbowl and we're hoping for better ads a great game and good times with friends and family.
#SuperBowl #401k #IRA #Stocks #Investment #FinancialAdvisor #Roc #Syracuse #Buffalo #StockMarket
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
February 02, 2022 Beyond a Shadow of a Doubt
January was a punch to the gut - plain and simple. It left more to be desired, much more to be blunt. Will Punxsutawney Phil's shadow spotting change anything about the market landscape? Hopefully this doesn't mean six more weeks of turmoil. We discuss how January was one of the worst monthly performances we've seen in some time. Sam asks about what else the firm provides beside just money management, stock picking and research and boy are we glad he asked. Listed to some of the things we help clients with everyday. Current and upcoming events could spook you or the market, but time will tell. A looming threat of conflict in Europe and the Ukraine could be a problem. Hear what we have to say about that and where we see things playing out if there is a problem.
#GroundHogDay #401k #IRA #Stocks #Investment #FinancialAdvisor #Roc #Syracuse #Buffalo

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
January 26, 2022 The Sky is Falling
It might seem like everything is going to crash, investments can't seem to find their footing and the world is coming to an end. Remember, the market is cyclical, runs through it's cycles and has been repeating this pattern for years and years. The question becomes how long and how deep will this market head as we start off the year deep in the red. Constantine discusses the current market conditions and which indices have held up better than others. Jason touches on how he helps current teachers, nurses and physicians navigate the paperwork needed to get help with their 403b plan or retirement account. Sam dissects our latest blog post regarding areas of the market that got hurt and how we're responding to prospects and current client with questions about the market right now.
#401k #403b #457 #TSP #TSA #RETIREMENTPLAN #STOCKMARKET #HOWTOINVEST
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 for Episode Billboard
Photo by eberhard grossgasteiger from Pexels
...more
33min
January 19, 2022 Know when stocks are on fire or profits just burning up
The new year is not off to a hot start with all three major indices in the red. Whether it's tension in the Ukraine, rising rates or inflation, a buzzsaw is out to get certain areas of the market and specific bond positions. It's no surprise that the tech sector is down the most and we expect this trend to continue in the near term. Where to go and what to do? Jason and I discuss questions from existing clients, what's on their mind and what you should be thinking about. Investment allocation doesn't mean owning houses in every neighborhood - especially the bad one's. How does Ukraine and other geo political factors impacts sectors of the market and where are the opportunities?
Host: Constantine J Kitrinos, CPFA
Co-Host: Jason T Georgiev
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
...more
35min
January 13, 2022 New Year, New You - Again!
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
...more
41min
December 23, 2021 Memory Lane
With only a few days left in the year, we focus on a reminder of what's happened through the ups and downs of 2021. Looking in the rearview mirror will give us some perspective on what was and what might happen in the new year. We'll take a stroll down memory lane and begin to formulate guidance for the new year among some of the supply chain, unemployment, and inflationary issues that aren't over yet.
Host: Constantine J Kitrinos, CPFA
Co-Host: Jason T Georgiev
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 Marlene Leppänen from Pexels
...more
42min
December 09, 2021 Year-End Chores
It's almost the end of the year and that means a time crunch for many of us. Our business is very cyclical which means that we're crazy busy at certain times of the year for various reasons and this time of year happens to be one of those. Why the craze in December of all times? We talk about that, some strategies on tax-deferred versus tax-free, retirement accounts, and some stuff you should be thinking about right now.
Host: Constantine J Kitrinos, CPFA
Co-Host: Jason T Georgiev
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
...more
40min
December 08, 2021 Let's see what you're made of
Buy, sell, do nothing, laugh, cry, smile, rejoice - all the emotions of a day in the life of a trader. Good thing were investors and not traders. We chat about current happenings and different investment strategies happening now.Host: Constantine J Kitrinos, CPFA Co-Host: Jason T Georgiev 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
...more
41min

FAQs about PennyWise Financial:

How many episodes does PennyWise Financial have?

The podcast currently has 114 episodes available.