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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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The Right Guide to Navigate The Senior Care Maze
PennyWise Financial
40 minutes 22 seconds
2 years ago
The Right Guide to Navigate The Senior Care Maze

Finding the right place to call home is a really tough one. For many it's a struggle because it feels like you're giving up control and sacrificing independence. That's where Holly Crocker comes in and makes the whole process better. She works with the family every step of the way to make sure you're doing the right thing. #seniorliving #seniorcommunity #seniorhousing #senioradvocate #seniorliving #seniorcitizens Host: ⁠⁠⁠⁠Constantine J Kitrinos, CPFA ⁠⁠ ⁠⁠ Guest: Holly Crocker | Senior Living Advisor Website: ⁠⁠⁠⁠www.monarchwealthmanagement.com⁠⁠⁠⁠ Guest Website: www.oasissenioradvisors.com/rochester/ 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-roads-in-the-afternoon License (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