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Oct 12, 2022 32 min

Business Owners Know How to Stack

from PennyWise Financial Hosted by Constantine J Kitrinos, CPFA - Managing Partner | Wealth Advisor

Working for a company that offers benefits is great; owning your own business can be much, much better. That's right, you call all the shots, make your own schedule, set your own goals, and create a brand for yourself. It's all glitz and glam, but it doesn't come for those without the heart and dedication to make it work. A big difference between being the employer versus being the employee is the benefits package. Not all business owners know the best health plans to consider, understand life insurance, or even what retirement plan they should be considering. Some of the benefits are stackable. Yes, you can couple different plans to maximize tax deductions and savings for your retirement. Let's NOT forget about your old retirement plans and what to do with those as well. Interest rates, war, recession, fear, mid-term election, inflation, supply chain issues and a boat load of other concerns that are leaving many in panic mode. We look at things you can do right now to protect principal or reduce risk. Consider losing less than the market a win to be celebrated. Tune in and subscribe to hear this and more! #insurance #war #ukraine #finance #inflation #currentevents #bonds #fixedincome #interestrates 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 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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The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network The Investor's Podcast Network Hosted by Stig Brodersen, William Green, Shawn O'Malley, Daniel Mahncke, and Kyle Grieve, The Investor’s Podcast has proudly reached nearly 200 million downloads, as the world's largest stock-investing focused podcast. On the show, we study a range of businesses and their investment prospects, from Spotify to Amazon, serial acquirers like Constellation Software, deep value plays, and more, using lessons from some of the world's most famous investors, like Warren Buffett, Charlie Munger, and Howard Marks. Leverage the lessons we learned from studying, and talking to, the wo Fika with Rice Fredrik van Huynh Join Fredrik, one of Sweden's top entrepreneurs who's been seen on Forbes Magazine, BBC, Bloomberg, The New York Times, The Financial Times as he interviews some of the most inspirational and remarkable people in the world - turning their life lessons and life hacks into actionable advice you can use in your life no matter your profession or age. What's behind their secret sauce, their paths to success, their life lessons and how they overcome obstacles that stand in the way. If you're ambitious, want to grow and like to continually improve yourself each day, subscribe to the show. You'll love it. Wealth, Wine and Wisdom Andy Fenton, Jason Whitton Financial worlds collide when real estate expert Jason Whitton and sharemarket expert Andy Fenton come together each Friday for a wine. Wealth, wine and wisdom - more wine than anything else - is a relaxed retrospective look back at what’s been happening this week in the world of wealth, and what might happen next week and beyond.Andy Fenton is Managing Director at Fenton Financial. Jason Whitton is co-founder of Positive Real Estate.

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This episode was published on October 12, 2022.

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