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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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Tax Time Turbulence😲
PennyWise Financial
56 minutes
1 year ago
Tax Time Turbulence😲

Tax deadline lowdown: Don't miss out! Get the latest on filing deadlines and extensions. Business owner tax strategies: Discover smart tips and tricks to maximize your deductions and minimize your tax burden. War stories and beyond: Dave shares inspiring insights from his time serving in the war and his passion for giving back through charitable ventures. Whether you're a seasoned tax pro or just starting out, this episode is packed with valuable information and down-to-earth advice. Plus, you'll get a glimpse into the heart and mind of a truly remarkable individual. Watch now and Subscribe for more financial wisdom! Leave a comment below with your biggest tax question and we'll POKE Dave for an answer ā“ Share this video with your friends and family who could use some tax help! About Dave Young, CPA: Dave Young is the owner of Young & Company CPA's in Rochester, NY. He's a dedicated tax professional with a passion for helping individuals and businesses achieve their financial goals. Beyond his expertise, Dave is a true community leader, actively involved in charitable endeavors and veterans' support groups. Don't miss out on this insightful and inspiring episode! Hit that play button now! ā–¶ļø Host: ⁠⁠⁠⁠⁠Constantine J Kitrinos, CPFA Co-Host: ⁠David T Georgiev, MBA, CKA Guest: Dave Young | Young & Company Website: ⁠⁠⁠⁠⁠www.monarchwealthmanagement.com⁠⁠⁠⁠⁠ Guest Website: https://youngandcompany.net/ The following music was used for this media project: Music: Back Roads In The Afternoon by Justin Allan ArnoldFree download: ⁠https://filmmusic.io/song/11209-back-... License (CC BY 4.0): ⁠https://filmmusic.io/standard-license⁠ #PennywisePodcast #TaxTips #RochesterNY #FINCEN #TaxDeadlines #BusinessTaxes #CharitableGiving #VeteransSupport

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