Episodios

  • The Importance of a Fiduciary Advisor Especially in Uncertain Times.
    May 9 2025

    In this conversation, Greg Ramirez and Jackie Selby discuss the importance of adapting financial plans to current economic conditions, the influence of AI on market dynamics, and the necessity of portfolio diversification. They emphasize the significance of maintaining a positive mindset during uncertain times and the role of fiduciary advisors in managing investments. The discussion also covers strategies for creating personal pensions, the importance of long-term care insurance, and tax mitigation for retirement planning. Additionally, they highlight the growing financial empowerment of women and the need to address the wage gap. They highlight women's strengths as savers and the importance of financial planning tailored to women's needs. The discussion also covers the benefits of self-employment, the significance of understanding client relationships, and the necessity of attention to financial details. They share insights on retirement planning, common mistakes to avoid, and the importance of adapting to 21st-century investing strategies. Call Greg Ramirez at 562-269-1007 or click here

    See omnystudio.com/listener for privacy information.

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    47 m
  • Making Financial Assumptions During a Down Market Could Be Costly!
    May 3 2025

    Greg Ramirez discusses what could be costly assumptions people make in a down market environment. Do you have a plan to retire? Did you know there are many pieces of the puzzle which can fit together nicely with the help of Greg. Call NOW. 562-269-1007.

    See omnystudio.com/listener for privacy information.

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    47 m
  • With Volatility On Your Mind, it's Time to Call in a PRO!
    Apr 22 2025

    Could "Alternative Investments" be in your future? Greg Ramirez discusses how the old stock/bond mix may be outdated for the more current retiree. If you have inflationary concerns to do with your money, call Greg! He's ON CALL for you! Advisors On Call 562-269-1007.

    See omnystudio.com/listener for privacy information.

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    47 m
  • Considering a New Advisor? Make Sure They Answer These Important Questions!
    Apr 15 2025

    Considering a New Advisor? Make Sure They Answer These Important Questions!

    See omnystudio.com/listener for privacy information.

    See omnystudio.com/listener for privacy information.

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    46 m
  • Protecting Your Assets From Tariff Turmoil
    Apr 8 2025

    Protecting Your Assets From Tariff Turmoil

    See omnystudio.com/listener for privacy information.

    See omnystudio.com/listener for privacy information.

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    46 m
  • Primer Introduction to Advisors on Call - What We Do and How We're Different
    Apr 1 2025

    Primer Introduction to Advisors on Call - What We Do and How We're Different

    See omnystudio.com/listener for privacy information.

    See omnystudio.com/listener for privacy information.

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    46 m
  • Market Turmoil - Surviving and Thriving in Times Like These
    Mar 25 2025

    Market Turmoil - Surviving and Thriving in Times Like These

    See omnystudio.com/listener for privacy information.

    See omnystudio.com/listener for privacy information.

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    46 m
  • There's No Time Like the Present to Ditch the Old 60-40 Investment Strategy
    Mar 18 2025

    There's No Time Like the Present to Ditch the Old 60-40 Investment Strategy

    See omnystudio.com/listener for privacy information.

    See omnystudio.com/listener for privacy information.

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    46 m