Strength in Numbers

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