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PennyWise Financial
Constantine J Kitrinos, CPFA - Managing Partner | Wealth Advisor
113 episodes
1 week ago
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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Education
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All content for PennyWise Financial is the property of Constantine J Kitrinos, CPFA - Managing Partner | Wealth Advisor and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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
Show more...
Education
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Mortgage, Money & Making it Happen
PennyWise Financial
1 hour 45 seconds
2 months ago
Mortgage, Money & Making it Happen

It's all about "Friction, Full Gamut and Buy Now." Tune in and you'll know too. Navigating the world of mortgages and real estate can be a challenge, but in this episode, we're here to help! I'm joined by the fantastic Matthew Merrick from AnnieMac Home Mortgage and managing partner David Georgiev from Monarch Wealth Management, LLC for a fun and insightful conversation.We cover everything you need to know, from the current state of mortgage rates and the loan process to understanding different types of loans and real estate trends. Whether you're a first-time homebuyer, a cash-out refinancer, or an investor looking at residential and commercial properties, Matthew shares valuable insights and advice. Tune in for a great chat that will get you up to speed on the housing market and mortgage landscape.


Matthew Merrick's contact info:

Book a meeting: https://outlook.office365.com/owa/calendar/bk_mmerrick@annie-mac.com/bookings/

Website: https://annie-mac.com/lo/mattmerrick/

Email: mmerrick@annie-mac.com

Office Phone: (585) 505-8499

Mobile Phone: (585) 509-6849

Licensed Address: 1200 Jefferson Road Suite 205 Rochester, NY 14623

PennyWise Financial
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