PennyWise Financial Podcast

Latest
Episodes

The Hard Way or The Easy Way

Summary Some people cringe at the thought of planning for all their “stuff” and what happens to their children. Estate planning is not an easy thing to tackle, but it’s a necessity because without a plan, the state has one for you. We’ve been helping more and more clients as they navigate a family loss.…More

Everything Must Go

Summary And the market sale continues. Black Friday deals have the ability to entice even the most cost-conscious consumer. This year it’s NOT only the large-screen TVs that come at a discount. There’s no shortage of stocks, bonds, and alternative investments that come with a 30% coupon. Will it settle the market turmoil and end…More

The fall is over

Summary Mid-Term elections are over, CPI numbers are in and the overall market is responding. Boring is out and “tech” is back in, for today that is. Fall is over and the winter is moving into the northeast. That means higher heating bills and utilities in the coming months. We continue to fight off inflation…More

Meet
Our Hosts

Managing Partner

Constantine J Kitrinos, CPFA

Host

The Podcast is a platform where I share insight on a variety of topics to complement other resources for my Monarch Wealth Management clients.  I also share content via a number of other outlets to include: Monarch Insider Newsletter, Roch Bottom Financial Analysis blog, Financial Model blog, and various social media and website posts.

Branch Operations Manager

Jason T Georgiev

Co-Host

I’m friendly, resourceful and bring the questions that you might be thinking about too. Although I’m not an expert in money management and financial planning, I get the answers we all want to know and learn about.

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Disclaimer: The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.  Securities offered through LPL Financial, Member FINRA & SIPC. Investment advice offered through Private Advisor Group, a Registered Investment Advisor.  Private Advisor Group and Monarch Wealth Management are separate entities from LPL Financial. Access to BrokerCheck. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: NY, FL, OH, TX, NC, SC, IL, AZ.