PennyWise Financial
By Constantine J Kitrinos, CPFA - Managing Partner | Wealth Advisor
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Episodes: 118
Description
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
| Episode | Date |
|---|---|
|
Battlefield to the Ballot Box: Jared Hudson on Finance, Freedom, and Alabama
|
Apr 22, 2026 |
|
The Wealth Playbook
|
Mar 19, 2026 |
|
Bombs, Budgets, and Backflips
|
Mar 17, 2026 |
|
The "Deep Freeze" Market Update
|
Feb 05, 2026 |
|
How Beautiful is the OBBB? The "Tax Colonel" Reveals All
|
Dec 18, 2025 |
|
Back in Business (and Better Health) with Dr. Camarata
|
Oct 23, 2025 |
|
Rolling with the Punches
|
Sep 24, 2025 |
|
Mortgage, Money & Making it Happen
|
Sep 11, 2025 |
|
The Market's Midterm: A Back-to-School Check-Up
|
Sep 05, 2025 |
|
End-of-Life Support Co-Pilot with Compassion
|
May 28, 2025 |
|
Trump's Tariffs: Don't Panic, Plan Smart
|
Apr 07, 2025 |
|
Tariffs, Regulation & Rhetoric, Oh MY! 🤯
|
Apr 07, 2025 |
|
Climbing the ladder and hopping over it
|
Apr 03, 2024 |
|
Love is in the Air. Does it last?
|
Mar 27, 2024 |
|
Building Your Nest Egg, Not a Nursery
|
Mar 11, 2024 |
|
Tax Time Turbulence😲
|
Feb 25, 2024 |
|
Beyond The Buffet
|
Feb 14, 2024 |
|
Finding Fitness that Fits You | Physical & Mental Wellness at its Core
|
Feb 06, 2024 |
|
A warm cup of appreciation
|
Jan 31, 2024 |
|
Put the bears into hibernation
|
Dec 13, 2023 |
|
Spill the Tea on Estate Planning
|
Dec 06, 2023 |
|
Say Goodbye to Housing Headaches
|
Nov 29, 2023 |
|
The Right Guide to Navigate The Senior Care Maze
|
Nov 21, 2023 |
|
What Your Insurance Broker Isn't Telling You
|
Nov 13, 2023 |
|
Haircuts Belong in The Barber Shop
|
Nov 03, 2023 |
|
Economics, Aliens, Politics & Working Out | Barbershop Talk Preview
|
Nov 02, 2023 |
|
Crack the Code on Healthcare in Retirement
|
Oct 25, 2023 |
|
D.E.B.T. Free or Die Trying | The Marcus Garrett Story
|
Oct 16, 2023 |
|
Garbage Plates, Interest Rates & A Side of Mac Salad
|
Oct 04, 2023 |
|
Trucks Food & Shelter
|
Sep 21, 2023 |
|
Risk-Free Is "Bull"
|
Aug 23, 2023 |
|
Risk-Free is "Bull" Trailer
|
Aug 23, 2023 |
|
Putting Profit First
|
Jul 13, 2023 |
|
Shred like a Pro
|
Apr 20, 2023 |
|
What is value?
|
Mar 08, 2023 |
|
I think I can, I think
|
Jan 18, 2023 |
|
Seatbelts Optional
|
Jan 11, 2023 |
|
Santa, Answer Your Phone!
|
Dec 21, 2022 |
|
No time to say goodbye - I'm late
|
Dec 14, 2022 |
|
The Hard Way or The Easy Way
|
Nov 30, 2022 |
|
Everything Must Go
|
Nov 22, 2022 |
|
The fall is over
|
Nov 16, 2022 |
|
Slow dance into Recession
|
Nov 09, 2022 |
|
Business Owners Know How to Stack
|
Oct 12, 2022 |
|
Don't Get Emotional! (feat. David Georgiev)
|
Sep 28, 2022 |
|
What's Going On?
|
Sep 22, 2022 |
|
Our Values
|
Sep 13, 2022 |
|
Debt Free, Now What?
|
Aug 31, 2022 |
|
Planning as a Business Owner
|
Aug 24, 2022 |
|
How We Can Help YOU
|
Aug 17, 2022 |
|
Law and Order (feat. Marcus Kroll)
|
Aug 10, 2022 |
|
Job Changing Made Easy
|
Aug 04, 2022 |
|
Kid play for now
|
Jul 28, 2022 |
|
It's Getting Better
|
Jul 20, 2022 |
|
Make Good Choices
|
Jul 13, 2022 |
|
Bears and Bulls
|
Jul 06, 2022 |
|
Retirement Plans for Business Owners
|
Jun 29, 2022 |
|
Inheriting Money
|
Jun 23, 2022 |
|
The Recipe for Lower Taxes when you Retire
|
Jun 15, 2022 |
|
Loosen up or Pull in Tight
|
Jun 08, 2022 |
|
Education Bank
|
Jun 01, 2022 |
|
Find your Zen
|
May 26, 2022 |
|
Stay The Course
|
May 19, 2022 |
|
Strength in Numbers
|
Apr 27, 2022 |
|
Be the Boss of your "Stuff"
|
Mar 23, 2022 |
|
Don't give up - not now!
|
Mar 17, 2022 |
|
Bear Market Territory
|
Mar 09, 2022 |
|
Premium or Unleaded
|
Mar 02, 2022 |
|
Collateral Damage
|
Feb 24, 2022 |
|
Inflated or just a little Bloated
|
Feb 16, 2022 |
|
Laces out, Tight spirals and Strategy Wins
|
Feb 10, 2022 |
|
Beyond a Shadow of a Doubt
|
Feb 02, 2022 |
|
The Sky is Falling
|
Jan 26, 2022 |
|
Know when stocks are on fire or profits just burning up
|
Jan 19, 2022 |
|
New Year, New You - Again!
|
Jan 13, 2022 |
|
Memory Lane
|
Dec 23, 2021 |
|
Year-End Chores
|
Dec 09, 2021 |
|
Let's see what you're made of
|
Dec 08, 2021 |
|
The Cat's Meow
|
Oct 14, 2021 |
|
Heading into the last 3 months
|
Sep 30, 2021 |
|
Market Slamming on the brakes
|
Sep 23, 2021 |
|
Aim high & know more
|
Sep 16, 2021 |
|
Live from the Mayan
|
Sep 14, 2021 |
|
A helping hand
|
Aug 19, 2021 |
|
Toss me a bone
|
Aug 12, 2021 |
|
Home vs. Away
|
Aug 05, 2021 |
|
Summer, The Olympics & The Market
|
Jul 29, 2021 |
|
⁉ A look under the hood
|
Jul 22, 2021 |
|
Parenthood - The Journey | The Cost | The Reward
|
Jul 15, 2021 |
|
Fill it up please
|
Jul 08, 2021 |
|
Make your business shine 🌟
|
Jul 01, 2021 |
|
Our 3 "P" Soup - People, Product, Process
|
Jun 24, 2021 |
|
Real estate Profits & Pitfalls
|
Jun 18, 2021 |
|
Crypto and Digital Currency Talk
|
Jun 10, 2021 |
|
Terminology & the investable world outside of stocks
|
Jun 09, 2021 |
|
Time to get outta Dodge!
|
May 21, 2021 |
|
Retirement Plans & Employment
|
May 06, 2021 |
|
COVID Round 2? | Market Turbulence
|
Apr 29, 2021 |
|
Relief Package & What it means
|
Mar 12, 2021 |
|
Market shifts and what we're doing
|
Mar 04, 2021 |
|
"Dirty" Finance
|
Feb 26, 2021 |
|
Employer Benefits
|
Feb 12, 2021 |
|
More than just partners
|
Feb 04, 2021 |
|
Rearview
|
Jan 28, 2021 |
|
Farewell for now
|
Aug 07, 2020 |
|
Help for business is here
|
Jul 24, 2020 |
|
Family Protection
|
Jul 18, 2020 |
|
Leaving your "Stuff" to family
|
Jul 10, 2020 |
|
And rotate
|
Jun 26, 2020 |
|
Tech and Trading
|
Jun 12, 2020 |
|
Restaurants feel the COVID burn
|
May 29, 2020 |
|
Insurance amid the pandemic
|
May 15, 2020 |
|
Borrowing right now
|
May 01, 2020 |
|
Benefits Partners you can trust
|
Apr 17, 2020 |
|
Looking beyond
|
Mar 24, 2020 |
|
Election Year portfolio renovations
|
Feb 15, 2020 |
|
Secure Act & Politics
|
Jan 27, 2020 |
|
PennyWise Financial Podcast Introduction by Managing Partner Constantine J Kitrinos, CPFA
|
Jan 26, 2020 |