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 118 episodes available.

PennyWise Financial episodes:

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
October 14, 2021 The Cat's Meow
The stock market has some scratching their head looking for answers. It's time to take a look at the disconnect between main street and Wallstreet. We scroll through various sectors of the market and look to find the Cat's next meow. Because of the recent market jitters, it can become frustrating to know exactly what to do and how to make money. On previous episodes we talk in general about positions we see going down, but here we talk more on the areas that look to benefit from the market conditions now and moving forward.
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
28min
September 30, 2021 Heading into the last 3 months
You don't have to be left alone to look at your statements, see losses and not hear from your advisor on the market and the outlook. Jason and I touch on some of our clients fears and relevance of market returns in the final quarter of the year. We reference LPL Research among other things like interest rates and the sensitivity of bonds and fixed income as we enter a new phase of interest rates and inflation.
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
37min
September 23, 2021 Market Slamming on the brakes
The market may have spooked you a little these past few weeks, but we're not so sure this is cause for alarm and may just be one of many head fakes that are yet to come. It's funny how short-term our memories can be when it comes to investment returns. In one breathe we wonder if it's possible to get a 20% or great return this year and a week of tumbling stocks makes us wonder if our "stuff" is still safe! We navigate through some of the items on the laundry list of reasons the market may be bobbing and weaving this month.

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
September 16, 2021 Aim high & know more
You're a client, a podcast subscriber, a blog post member, a newsletter recipient and you know everything we do and don't do as a firm; right? We're finding that even long-time clients don't know all of our capabilities, especially as we continue to grow and add more areas where we can help. Tune in to hear some questions from the audience which includes current clients and some prospects to give you a better understanding of where we can help and where we can't.

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
38min
September 14, 2021 Live from the Mayan
Hear what we learned from our trip to the Mayan. We chat with business owners, travelers, hotel & tourism employees and get a different perspective on the industry and where things are headed in the upcoming years. There are a few stocks that come to mind when we traveled and had the opportunity to learn more about them, how they've performed, and a glimpse into their future.

Host: Constantine J Kitrinos, CPFA
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
30min
August 19, 2021 A helping hand
We celebrate a special birthday for our very own Jason Georgiev | Branch Operations Manager and so, so much more! Topics for discussion include inflation, Retirement Plan help, when to sell or buy stocks, and how much is enough. Know when to hold 'em and when to fold 'em.

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 118 episodes available.