PennyWise Financial

We discuss my recent absence and battle with Round 2 of having COVID!  What is going on with the economy, how do we invest in this turbulent market and what can you expect as a new client with the firm?  These are some of the topics we discuss as we navigate the market and continue to pursue opportunity and understanding.  Host: Constantine J Kitrinos, CPFA Co-Host: Jason T Georgiev Link: https://...

The recent Covid Relief package sparks up a contentious debate about how the bill allocates the use of funds, how they're being distributed and when the beneficiaries will receive those funds.  Does the passage address the real economic need of the most beaten down businesses and those displaced from their careers beyond their control?  Constantine and Jason talk through the bill highlights and on...

The market has us on a rollercoaster ride as of late.  Seems a little different than the rocket ship we've all been riding the past 12 months and has something rethinking their investment strategy. Find out what we're seeing in the market, why it's happening, and what we're doing about it.  Host: Constantine J Kitrinos, CPFA Co-Host: Jason T Georgiev Link: https://www.monarchwealthmanage...

Ever win the lottery and have a choice between the lump sum or taking the annuity payments? We talk about one of the most hated words in our industry and why it gets such a bad wrap. You might think you know all there is to know about annuities, but take a listen and you could learn more so you have a better understanding of why friends or relatives may have them as a part of their plan. This epis...

We chat with an insurance Guru to talk about policies that can help protect and secure you when things don't go as planned.  Learn how business owners and employees can benefit from some of the not-so-known policies and how they work.  Do you know and understand all the benefits available to your business or your employees?  The topics and questions we cover are real-life questions asked by client...

In this second episode of 2021, we chat about broker-dealers, how advisors partner with them, and why clients should care. How does this new world of social media and message boards change the landscape of investing and what regulation is needed?  Do you know and understand all the products and solutions we offer - chances are, probably not!  The topics and questions we cover are real-life questio...

This first episode of 2021 features a view in the rear-view mirror to understand where we've been to better understand where we might be heading.  We discuss the 2020 market, COVID vaccine, Stimulus, Retirement Planning, and get a better understanding of Health Savings Accounts (HSA's) and how to get the most bang for your buck. The topics and questions we cover are real-life questions asked by cl...

This thirteenth episode of 2020 features Janna-Rayanne and Tommy.  We discuss the process, cost, and steps involved in becoming a new client. The topics and questions we cover are real-life questions asked by clients and prospects over the years.  Host: Constantine J Kitrinos Guest Hosts: Janna-Rayanne Benraiss & Tommy Baxter | Monarch Wealth Management Interns Link: https://www.mona...

This twelfth episode of 2020 features Dan Basch, CFO of Roberts Accounting, CPA's. We discuss PPP, EIDL, economic stimulus, accounting practices, and supporting consultative services to help bring your business to the next level.   Hosts: Constantine J Kitrinos and David T Georgiev Guest Host: Dan Basch, CFO | Roberts Accounting, CPA's, P.C. Link: https://www.monarchwealthmanagement.com Link:...

This eleventh episode of 2020 features Janna-Rayanne and Tommy. We discuss various types of family protection, tools available to use, and some benefits & drawbacks of the various options available. Do this one thing to make sure you know what you own and have the protection that's suitable for you today - listen to the show to find out more. Host: Constantine J Kitrinos Guest Hosts: Janna-Ray...

This tenth episode of 2020 features Marcus W. Kroll, Esq of the Kroll Law Firm. We talk about Estate planning, the impact of the Secure Act passage, and how Covid-19 is changing the way people think about planning and how new legislation allows attorneys to engage with their clients.  Hosts: Constantine J Kitrinos Guest Host: Marcus W. Kroll, Esq Link: https://www.kroll-lawoffice.com/ Credit...

This ninth episode of 2020 features Monarch Wealth Management's 2020 Interns, Janna-Rayanne Benraiss and Tommy Baxter. We talk about sector rotations, downside protection, inflation, and the challenging valuations in the current market.   Hosts: Constantine J Kitrinos and David T Georgiev Guest Host: Janna-Rayanne Benraiss | Tommy Baxter Link: https://www.monarchwealthmanagement.com/ Credit b...

This eighth episode of 2020 features the owner of Basch Solutions, Justin Basch. We talk about the stock market today, trading platforms, what's important to millennial investors, and the overall landscape of the investment world. Basch Solutions is a full-service agency with robust offerings in marketing, strategy, and web design that helps new and growing businesses get to the next level. Hosts:...

This seventh episode of 2020 features owners of Sapori Cafe & Catering, Chef Joseph Gianvecchio, and Matthew Gianvecchio. We talk about the story behind the business, how its been impacted by COVID, and learn more about some new and exciting things on the horizon. Company events, social gatherings, cooking at home, private events, and everything in between can be done by this full-service cate...

This sixth episode of 2020 features AJ Long and Lou George III of Specific Solutions.  We discuss the insurance industry, how business is being processed, the impacts of COVID-19, and how the company helps grow your practice.  Wealth Firms, Broker/Dealers, Credit Unions, and Independent Wealth advisors can utilize their services to take their insurance and annuity products to the next le...

This fifth episode of 2020 features Matthew Merrick of Haus Capital Corp.  We discuss real estate, the mortgage process, interest rates, and the impact  Hosts: Constantine J Kitrinos and David T Georgiev Expert Guest Host: Matthew Merrick, Mortgage Loan Originator Link: https://hauscapitalcorp.com Link: https://www.monarchwealthmanagement.com/ Credit below for music used in commercials G...

This fourth episode of 2020 features Brandon DiCesare of Optima Benefits & Payroll.  We discuss SBA, PPP, the Coronavirus impact on local businesses and how the Optima team has communicated to its clients along the way.   Hosts: Constantine J Kitrinos and David T Georgiev Expert Guest Host: Brandon DiCesare, Vice President Optima Benefits & Payroll https://www.optimabenefitsgroup...

This is the third episode of 2020 where we talk about politics, market outlook, the impact of the Coronavirus, Monarch Wealth Management client appreciation and learning workshops. Hosts: Constantine J Kitrinos and David T Georgiev www.monarchwealthmanagement.com

Guest Cam Knaub from Knaub home solutions , election year investment returns, home & auto insurance discussion and mistakes made by leaving too much cash on the sidelines. Hosts: Constantine J Kitrinos and David T Georgiev Guests: Cam Knaub www.monarchwealthmanagement.com

This is the first episode of 2020 where we talk about politics, market outlook, SECURE Act, Monarch Wealth Management client appreciation and learning workshops.  Hosts: Constantine J Kitrinos and David T Georgiev www.monarchwealthmanagement.com

Credit for Music used in this trailer. Prelude and Action by Kevin MacLeod Link: https://incompetech.filmmusic.io/song/4236-prelude-and-action License: https://filmmusic.io/standard-license