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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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Spill the Tea on Estate Planning
PennyWise Financial
53 minutes 46 seconds
1 year ago
Spill the Tea on Estate Planning

Having your financial house in order includes your Estate plan. Estate planning is the PennyWise thing to do. Kevin Johnson, Esq from Klafehn Heise & Johnson, PLLC joins the show to talk about helping clients and some of the biggest misconceptions people have about our judicial system.

Host: ⁠⁠⁠⁠Constantine J Kitrinos, CPFA ⁠⁠ ⁠⁠

Guest: Kevin Johnson, ESQ | Klafehn Heise & Johnson, PLLC

Co-Host: David T Georgiev, MBA, CKA


Website: ⁠⁠⁠⁠www.monarchwealthmanagement.com

⁠⁠⁠⁠Guest Website: www.khjlaw.com

Guest Email: reception@khjlaw.com

The following music was used for this media project:

Music: Back Roads In The Afternoon by Justin Allan Arnold

Freedownload: https://filmmusic.io/song/11209-back-roads-in-the-afternoonLicense (CC BY 4.0): https://filmmusic.io/standard-license

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