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

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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.

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Advisors On Call 4/18/25

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

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Protecting Your Assets From Tariff Turmoil

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

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Market Turmoil - Surviving and Thriving in Times Like These

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

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