PennyWise Financial

What is value?


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People have a prudent duty to analyze expenses, budget and adjust accordingly. This is becoming more and more important as the economy continues to weaken and we take inventory of the products and services we're paying for. A few things we can't live without are food, shelter, and Netflix, so that means everything else is labeled a "luxury". All kidding aside, these are desperate times for many - especially those on a fixed income, and near, or in retirement. Those folks are not going to have more time for their portfolio's to grow fast enough or have the ability to work and make more money. Income for that segment of the population is struggling to find ways so they can survive in their retirement years with dignity due to the rate of inflated costs they're seeing at the grocery stores and other compulsory living expenses. One of those costs can be advisory fees. The next consideration is cost vs value and this is something addressed on this episode of the podcast. It's an independent opinion and an important one.

Tune in and subscribe to hear this and more! #invest #grow #protect #stocks #bonds #alternatives #retirement #interestrates #mortgage #cost #value #advisor #fees


Host: Constantine J Kitrinos, CPFA  

Co-Host: Jason T Georgiev 

Website: www.monarchwealthmanagement.com


Credit below for music used in commercials intros/outros etc.


Intro

Welcome to the Show by Kevin MacLeod

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Commercials

Grand Dark Waltz Allegretto by Kevin MacLeod

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Valse Gymnopedie by Kevin MacLeod

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Disclosure

On Hold For You by Kevin MacLeod

Link: https://incompetech.filmmusic.io/song/6928-on-hold-for-you

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