The second quarter is underway and the market continues to face challenges across the board. We recently visited Philadelphia for our annual conference where we shared ideas on how we're positioning portfolios and what we're seeing through this year and into next. It was a great time for us to share ideas, get insights and hear from our colleagues in the field as well as from various partners and sponsors. Sam and I chat about the importance of keeping things up to date and accurate across all your investment and insurance accounts. Our case study includes a strategy we're helping clients navigate as they explore taking money out of their retirement when they haven't quite reached retirement age. 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