DiscoverPennyWise FinancialNo time to say goodbye - I'm late
No time to say goodbye - I'm late

No time to say goodbye - I'm late

Update: 2022-12-14
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Description

The end of the year is weeks away and we'll be closing the door on an awful year, but it's not over yet. People are creatures of habit and have a tendency to wait until the last minute for just about everything. Investment accounts and tax considerations are no different. This time of year is notorious for people rushing to get started on a 401(k)'s, SIMPLE IRA's, IRA contributions, RMD's, HSA contributions and any other strategy that can make a big difference in your tax planning and retirement goals. 


Jason and Constantine discuss market trends and  parts of the market that have left portfolio's maimed. Good ole balanced, 60/40 portfolio's that were touted as standing the test of time have reported losses nearing 20% for the year. Ouch! Working with our clients and maintaining a sharp focus on goals based planning have kept our clients on track as they work towards their goals.   


Tune in and subscribe to hear this and more! #goals #invest #grow #protect #stocks #bonds #alternatives #crypto #rmd #ira #401k #hsa #rothira #retirementplan #smallbusiness #selfemployed




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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No time to say goodbye - I'm late

No time to say goodbye - I'm late

Constantine J Kitrinos, CPFA - Managing Partner | Wealth Advisor