PennyWise Financial Podcast Por Constantine J Kitrinos CPFA - Managing Partner | Wealth Advisor arte de portada

PennyWise Financial

PennyWise Financial

De: Constantine J Kitrinos CPFA - Managing Partner | Wealth Advisor
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PennyWise Financial Podcast is a literacy segment designed to provide knowledge and education on all things financial. Advisors from the firm, Monarch Wealth Management, LLC provide tips, insight and introduce strategies from a diverse background of topics. Show Contributions by clients, business owners, and colleagues. Partners: Constantine J Kitrinos and David T Georgiev Advisors: Diana C Lougen and Mark R Ziemba II Operations Manager: Jason T Georgiev www.monarchwealthmanagement.comConstantine J Kitrinos, CPFA - Managing Partner | Wealth Advisor
Episodios
  • End-of-Life Support Co-Pilot with Compassion
    May 28 2025

    Navigating End-of-Life: Compassionate Guidance with Jean Oswald |In this incredibly important episode of the Pennywise Financial Podcast, host Constantine J. Kitrinos sits down with Jean Oswald, the owner of Compassionate Consulting in Rochester, NY. End-of-life planning and navigating difficult healthcare decisions can feel like an overwhelming whirlwind for families. That's where Jean steps in. With years of experience as a Registered Nurse and an extensive background in guiding families through these challenging times, Jean offers invaluable insights and a truly compassionate perspective. Join us as Jean shares her wealth of knowledge, providing practical resources and helping us understand how to comprehend complex medical terminology in the context of our specific situations. This episode is a must-listen for anyone facing end-of-life decisions, whether for themselves or a loved one. Jean's empathetic approach and deep understanding make this a truly illuminating and supportive conversation. Key Takeaways: Understanding the complexities of end-of-life planning.Insights from an experienced RN on navigating difficult healthcare decisions.Resources and strategies for families dealing with hospice and other end-of-life care.Tips for comprehending medical terminology and its impact on your unique situation. About Our Guest: Jean Oswald is the owner of Compassionate Consulting in Rochester, NY, dedicated to helping families with end-of-life planning and making informed, difficult decisions with empathy and clarity.

    Connect with Jean through the various options belowWebsite: https://compassionateconsulting.com/Text: 585-454-9679Email: compassionateconsulting@gmail.com Newsletter Signup: https://bit.ly/3VQeMemBook: https://a.co/d/3J5UwSrTo set up a free "tell me what's going on" Zoom call: https://bit.ly/3qYCwOyTo follow on Social Media: https://www.facebook.com/CompassionateConsulting/ and https://www.instagram.com/compassionateconsulting/

    /#EndofLifePlanning #HospiceCare #FamilySupport #MedicalDecisions #CompassionateConsulting #RegisteredNurse #FinancialPodcast #ConstantineJKitrinos #JeanOswald #HealthcarePlanning #RochesterNY #Podcast #FinancialLiteracy

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    30 m
  • Trump's Tariffs: Don't Panic, Plan Smart
    Apr 7 2025

    Are the new tariffs shaking up your investment strategy? Wondering how the current administration's policies will affect your portfolio? On this episode of Pennywise Financial, broadcasting from Brighton, we address these critical questions head-on. We analyze the radical changes in tariff policy and provide a clear framework for understanding their impact. We'll also take a look back at moments in time that felt like the absolute peak of uncertainty, offering valuable perspective for today's market. Tune in to gain clarity and control over your financial future.#tariffs #investing #personalfinance #economy #marketnews #biden #pennywisefinancial #brightonny #financialplanning #investmentstrategy Subscribe for more financial insights! Reach out with questions or to schedule a meeting 👇https://www.monarchwealthmanagement.com/constantine

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    42 m
  • Tariffs, Regulation & Rhetoric, Oh MY! 🤯
    Apr 7 2025

    In an abridged podcast episode, I cut through the financial jargon and deliver a concise breakdown of what's happening in the stock market right now.Recorded live from Brighton, NY, on this beautiful Thursday, April 3rd, 2025, this isn't your typical doom-and-gloom news report. Instead, I'm focusing on providing you with the clear, actionable insights you need to navigate the current landscape with confidence.I briefly touch on the following:The Key Market Movers: What were the significant economic indicators, earnings reports, or global events that shaped the market today? I'll give you the highlights without overwhelming you with unnecessary details.Understanding the Volatility: Let's face it, the market can feel like a rollercoaster. We'll discuss the factors contributing to any recent ups and downs and put them into perspective.Your Portfolio Strategy: More importantly, we'll talk about you. How might these market shifts impact your long-term financial goals? I'll offer my expert perspective on staying the course and making informed decisions.

    The Golden Rule: Ignore the Noise! In today's hyper-connected world, it's easy to get caught up in sensational headlines and fearmongering. This episode is your essential reminder to tune out the short-term distractions and focus on your personalized financial plan.Whether you're a seasoned investor or just starting your wealth-building journey, this quick update is designed to empower you with knowledge and help you maintain a calm and rational approach to your finances.Don't let the daily headlines derail your long-term success!Tune in now to get your dose of financial clarity and stay on track to achieving your goals.#StockMarketUpdate #FinancialAdvice #WealthManagement #Investing #Podcast #FinancePodcast #IgnoreTheNoise #LongTermInvesting #FinancialPlanning #WealthAdvisor #FinancialConsultant #BrightonNY #MarketAnalysis #MoneyTips #InvestmentStrategyThe following music was used for this media project:Music: Back Roads In The Afternoon by Justin Allan ArnoldFreedownload: ⁠https://filmmusic.io/song/11209-back-...License (CC BY 4.0): ⁠https://filmmusic.io/standard-license

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    13 m
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