PennyWise Financial

Stay The Course


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Look out below! Moving through the second quarter and things are not improving at all. People know we do investments and insurance and we're often asked about combining the two. What does that mean? Take a listen as we touch on uses for insurance and other ways to protect your investments. Our case study involves a company buyout and retirement plan options. We kick the tires on IRA's versus 401(k) plans to compare the benefits and drawbacks of each. Hear all this and more. Tune in and subscribe.

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

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