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May 19, 2022 35 min

Stay The Course

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

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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Stay The Course

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This episode is 35 minutes long.

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This episode was published on May 19, 2022.

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