Résultats de "Constantine J Kitrinos CPFA - Managing Partner | Wealth Advisor" dans Toutes les catégories
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Make Better Wealth Decisions: How Financial Advisor's Blind Spots Can Hurt Your Investments in a Rapidly Changing World
- Auteur(s): John De Goey (a podcast covering financial literacy financial advisors & wealth)
- Production originale
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Au global
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Have you thought about how bias impacts your investing? Is your portfolio built using standard principles that might not work in a new world paradigm that features an end to the bond bull, an end to the peace dividend and the onset of tariffs and trade wars? Make Better Wealth Decisions will help you navigate investing and planning by exposing how traditional advice does not incorporate recent events. The podcast will help you: 1. Spot hidden risks in stocks due to high valuations. 2. Protect your wealth with hard assets in a stagflationary economy. 3. Adapt wisely to avoid outdated investment...
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Farm Truck Financial
- Auteur(s): Retirement Wealth Advisors
- Production originale
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Au global
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Each episode dives into the real financial issues everyday people face—rising housing costs, healthcare expenses, hurricane season realities, taxes, remodels, insurance surprises—you name it. And we’re not sugarcoating it. We bring you the truth behind the numbers, so you can feel confident, informed, and ready to move forward. Along the way, we’ll be joined by special guests from all walks of life: entrepreneurs, small business owners, everyday retirees, and people just like you. They’ll share their stories, ask the tough questions, and give us all a better understanding of how real...
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Advisor Advice
- Auteur(s): Prime Wealth Advisors
- Production originale
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Au global
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Advisor Advice by Prime Wealth delivers concise, expert insights on retirement planning, tax strategy, wealth preservation, and high-net-worth decision-making. Hosted by Orion K. Willis, ChFC®, CLU®, each episode helps you protect what you’ve built and plan what’s next—clearly, confidently, and intentionally. Whether you’re selling a business, retiring soon, or navigating market shifts, get the clarity and context you need—one smart conversation at a time.
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Plan to Prosper
- Auteur(s): Stonecrop Wealth Advisors
- Production originale
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Au global
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Plan to Prosper is a faith-driven podcast that helps Christians steward their finances with wisdom, purpose, and peace. Each episode offers practical financial guidance rooted in timeless biblical principles. This isn’t about get-rich-quick strategies or prosperity gospel promises. It’s about honoring God with your money, planning with diligence, and building lasting wealth for future generations. Whether you’re just starting your financial journey or looking to align your finances with your faith, Plan to Prosper brings clarity, encouragement, and eternal perspective.
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Where You're Invested
- Auteur(s): Petersen Hastings Wealth Advisors
- Production originale
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Welcome to Where You’re Invested, a podcast by Petersen Hastings Wealth Advisors. With over 60 years of fiduciary experience, we believe real wealth is about aligning your finances with what matters most. Our team of advisors, including Dave Ramsey SmartVestor Pros, break down key financial topics and share practical strategies to help you invest with confidence. Whether you're planning for retirement or just getting started, this podcast offers insights to help you stay informed, empowered, and focused on your future.
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ANCIENT WEALTH SECRETS: Timeless Financial Wisdom for Modern Prosperity
- Auteur(s): LifeTree Wealth Advisors LLC
- Production originale
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Discover powerful financial strategies that built generational wealth throughout history. Join financial advisor and biblical scholar Bob Lampkin as he shares Hebrew money principles used by successful families for centuries. LEARN: Time-tested wealth strategies, historical investment wisdom, proven financial systems, diversification methods that create stability. Educational content exploring ancient financial principles applied to modern situations. Perfect for entrepreneurs and investors seeking alternative perspectives on money management. New episodes weekly!
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Inevitable Wealth
- Auteur(s): Liberty One Wealth Advisors
- Production originale
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Au global
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Welcome to Inevitable Wealth from Liberty One Wealth Advisors, a conversation around your financial decision-making and events around the globe.Liberty One Wealth Advisors is registered as an investment adviser with the Securities and Exchange Commission (SEC). Any opinions expressed are derived from sources generally believed to be reliable and is provided for informational purposes only. It does not constitute any form of advice or recommendation to buy or sell any securities, adopt any investment strategy discussed or invest in any specific product. Nothing contained in this video ...
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The Blue Oceans Retirement Podcast
- Auteur(s): David Little Senior Wealth Advisor with Blue Oceans Private Wealth of iA Private Wealth
- Production originale
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Au global
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Welcome to The Blue Oceans Retirement Podcast, where we help you prepare for the next chapter of your life. Whether you're already retired or just thinking about it, this show is for you.Join our host, David Little, Senior Wealth Advisor with Blue Oceans Private Wealth at iA Private Wealth Inc., as he guides you through the financial and mental aspects of retirement. From setting retirement goals and creating a budget to navigating the emotional challenges of leaving the workforce, David covers it all.Tune in each month for professional advice, real-life stories, and practical tips to help you...
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Flippin Off Podcast
- Auteur(s): New Wealth Advisors Club
- Production originale
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Au global
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Flippin Off is a journey through flipping houses, real estate investment and helping people: creating and collaborating on real estate deals, fresh approaches to old challenges, new ways to think about real estate opportunities. Based on real world examples shared by actual real estate investors from the New Wealth Advisors Club, each show is centered on a common theme - such as creative financing, short sales, fix and flips, wholesale, probate, bankruptcy, lease options, mentoring or coaching. Flippin Off is hosted by Dave Boswell and Melina Boswell, founders of NWAC.
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On the Right Side of the Market™
- Auteur(s): Mark Scheffler Senior VP Wealth Senior Advisor Johnson Financial Group
- Production originale
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Investing is pretty straightforward: the more time you spend on the right side of the market, the more likely you are to be successful. Join Mark Scheffler, Senior VP Wealth Manager at Johnson Financial Group for fresh market commentary, current investment trends and recent market turns. Investing involves risk. Past performance isn’t a guarantee of future returns. Nothing in our commentary constitutes investment advice tailored to any specific person. Information has been obtained from sources believed to be reliable, but the accuracy of the information cannot be guaranteed.
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Plant. Harvest. Prosper.
- Auteur(s): Financial Harvest Wealth Advisors
- Production originale
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Au global
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Objective, independent financial insights to help you make better decisions about markets, inflation, cryptocurrency, even raising financially responsible children. Money isn’t everything, but it IS a required tool for attaining the flexibility you need to enjoy a good life, no matter how you define it. Host Kellen Williams, CFP®, Licensed Investment Advisor, plus appearances by Financial Harvest Wealth Advisors Founders, David & Katie Witter and other industry experts. All information is intended to be used for educational purposes only & does not constitute tax, legal, or investment ...
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PennyWise Financial
- Auteur(s): Constantine J Kitrinos CPFA - Managing Partner | Wealth Advisor
- Production originale
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Au global
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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.com
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Digging In
- Auteur(s): Rooted Wealth Advisors
- Production originale
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Au global
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Digging In is a show about Relationships and Retirement. Digging In is presented by Rooted Wealth Advisors and seeks to "Dig In" to what matters most to people as they get closer to and enter into retirement. The show features a cast of Fiduciary Licensed Financial Advisors, including Founder Zach Gray, who share their experiences and expertise in the realm of planning for retirement.
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InvestTalk
- Auteur(s): Hosts Justin Klein & Luke Guerrero CFA | Wealth Managers and Investment Advisors
- Production originale
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Au global
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Navigating today's global economy and deciphering investment choices can be an intricate endeavor. The influx of opinions and ever-shifting financial data adds to the challenge. For those committed to success, staying informed through market education and unbiased guidance is paramount.This realization has led an increasing number of individuals to integrate KPP Financial's 'InvestTalk' radio program and podcast into their investment strategies.InvestTalk, a daily program, delves into a range of pertinent investment subjects while addressing listener queries. Powered by KPP Financial in Irvine...
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The Educating Investors Podcast
- Auteur(s): Scott Pederson Financial Advisor Harmony Wealth Management LLC
- Production originale
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Au global
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The goal of this podcast is to help to educate as many individuals as possible on markets, the economy, and financial planning topics. Educated Investors = Successful Investors
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Inflection Points
- Auteur(s): Alliance Wealth Advisors
- Production originale
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Au global
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Histoire
As advisors, we help our clients navigate life’s big decisions. Often, this means asking the right questions- not rushing to provide answers or relying solely on math equations, spreadsheets, or algorithms. In a world dominated by technology and shrinking attention spans, we believe meaningful conversations and strong relationships matter more than ever. This idea inspired our podcast, where we interview business owners and high-performers about the pivotal decisions that shaped their lives.Now, we are embracing this concept further by renaming the podcast Inflection Points. Each episode ...
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The Confident Wealth Podcast
- Auteur(s): Pete Bush & Bill Bush: Horizon Wealth Management Financial Advisors
- Production originale
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The Confident Wealth Podcast is a production of Horizon Financial Group. Each episode explores tips, strategies, and perspectives for building, maintaining, and growing CONFIDENCE in your financial life. Registered Representatives offering securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and a Registered Investment Adviser. Cetera is under separate ownership from any other named entity. 15015 Jamestown Boulevard, Suite 100, Baton Rouge, LA 70810
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Your Money Momentum
- Auteur(s): Global Wealth Advisors
- Production originale
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Au global
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Your Money Momentum delivers information on personal financial planning, investing, and wealth management with our engaging hosts, Certified Financial Planner™ Professionals Tom Kennedy and Kevin M. Curley, II from Global Wealth Advisors in Texas. Every other Friday, Tom and Kevin will bring you 30 minutes of discussion, strategy, and practical advice aimed at building momentum with your money. We’ll bring you market observations and interviews showcasing real-life examples to help you accumulate, preserve and protect wealth, and stay on track in meeting your retirement goals. The variety ...
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Life Imagined Radio
- Auteur(s): James River Wealth Advisors
- Production originale
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Au global
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Life Imagined Radio is a podcast offering information on life span planning for exceptional families. It is possible to get comprehensive planning that is available in one place. The podcast discusses how listeners can gain access to professionals that can help them find the services they need for their children, from government benefits and specialists, to care providers. Equally important is having access to the financial resources and planning to make sure all of that will be available over the life span of both children and their parents. Life Imagined Radio is hosted by Chuck Clement, ...
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