Listen to a podcast, please open Podcast Republic app. Available on Google Play Store and Apple App Store.
Greg Ramirez offers financial services specifically for the Self Employed, Business Owners, Doctors and High Net Worth Individuals with remedies for Tax Savings, Retirement Planning, Estate Planning, Generational Wealth Planning, Long Term Care and Life Insurance Planning.
| Episode | Date |
|---|---|
|
Increased Longevity of Living
|
May 12, 2026 |
|
When You're Tired of Money Managing
|
May 05, 2026 |
|
Solving The Longevity Question
|
Apr 29, 2026 |
|
Who Is Really Managing Your Portfolio
|
Apr 21, 2026 |
|
The Right Plan Needs the Right Frame of Mind
|
Apr 14, 2026 |
|
Perfroming Your Portfiolio X-Ray
|
Apr 09, 2026 |
|
Importance of Interval Funds
|
Mar 31, 2026 |
|
A Financial Advisor Makes The Most Cents
|
Mar 24, 2026 |
|
Never Outlive Your Money
|
Mar 17, 2026 |
|
The Best and Worst Retirement Decisions
|
Mar 10, 2026 |
|
Tailoring To Your Retirement Needs
|
Mar 03, 2026 |
|
Slowing Down vs Ramping Up
|
Feb 24, 2026 |
|
Not The Time To Procrastinate
|
Feb 20, 2026 |
|
Rewriting The Retirement Script
|
Feb 10, 2026 |
|
The Key With Inheriting Money
|
Jan 27, 2026 |
|
More Than One Way To Skin Tax Mitigation
|
Jan 20, 2026 |
|
Earning Your Retirement
|
Jan 13, 2026 |
|
Know Who You Are Hiring
|
Dec 23, 2025 |
|
Don't Fear Your Future Plans
|
Dec 16, 2025 |
|
Which Policy Is Right For You
|
Dec 10, 2025 |
|
Ensuring Your Retirement Insurance
|
Dec 02, 2025 |
|
Asking The Right Questions
|
Nov 25, 2025 |
|
A Definitive Plan To Prosper
|
Nov 19, 2025 |
|
Retiring In The Real World
|
Nov 11, 2025 |
|
How To Diversify With One Call
|
Nov 04, 2025 |
|
Defining Your Legacy
|
Oct 28, 2025 |
|
Your Portfolio X-Ray
|
Oct 22, 2025 |
|
Correlating To The Market
|
Oct 15, 2025 |
|
The Secret Key To Longevity
|
Oct 08, 2025 |
|
How To Not Ruin The Life You Built
|
Sep 30, 2025 |
|
Maybe You Can Retire Tomorrow (You Just Don't Know It)
|
Sep 23, 2025 |
|
Importance Of A Portfolio X-Ray
|
Sep 16, 2025 |
|
Alternative Investment Types
|
Sep 10, 2025 |
|
Retirement Then vs NOW
|
Sep 02, 2025 |
|
Your Lump Sum Time Bomb
|
Aug 26, 2025 |
|
Gen-X Retirement Road Map
|
Aug 19, 2025 |
|
Enjoying Your Retirement
|
Aug 12, 2025 |
|
How Ready Are You For Your Retirement
|
Aug 05, 2025 |
|
A Plan For Your Nest Egg
|
Jul 29, 2025 |
|
Your Personal Saving and Investing Plan
|
Jul 22, 2025 |
|
Neglecting Your Financial Future
|
Jul 15, 2025 |
|
Six Surprising Money Mistakes
|
Jul 08, 2025 |
|
Maximizing Your 401K Roadmap
|
Jul 01, 2025 |
|
Inheriting A Big Wad Of Money
|
Jun 24, 2025 |
|
Trusts and Wills and Investments, Oh My
|
Jun 17, 2025 |
|
The Importance of Retirement Planning
|
Jun 10, 2025 |
|
Greg Ramirez Is Your Advisor On Call
|
May 27, 2025 |
|
How To Mitigate Your Losses
|
May 20, 2025 |
|
The Importance of a Fiduciary Advisor Especially in Uncertain Times
|
May 13, 2025 |
|
Don't Make Assumptions in an Economic Downturn
|
May 06, 2025 |
|
Baby Boomers and the Future of Retirement
|
Apr 22, 2025 |
|
Considering a New Advisor? Make Sure They Answer These Important Questions!
|
Apr 15, 2025 |
|
Protecting Your Assets From Tariff Turmoil
|
Apr 08, 2025 |
|
Primer Introduction to Advisors on Call - What We Do and How We're Different
|
Apr 01, 2025 |
|
Market Turmoil - Surviving and Thriving in Times Like These
|
Mar 25, 2025 |
|
There's No Time Like the Present to Ditch the Old 60-40 Investment Strategy
|
Mar 18, 2025 |
|
Tariff Inflation Concerns and Avoiding New Retiree Mistakes
|
Mar 10, 2025 |
|
The Advantage of Financial Planning for Business Owners and Early Estate Planning for Milllenials and Gen Z
|
Mar 01, 2025 |
|
Retirement Readiness: What if You're Not Saving Enough?
|
Feb 22, 2025 |
|
The Advantage of In-Service Rollovers vs Regular Employer Retirement Accounts
|
Feb 18, 2025 |
|
Preparing for Early Retirement and Alternative Investments 101
|
Feb 11, 2025 |
|
Generational Wealth Transfer--The Importance of Estate Planning for You and Your Loved Ones
|
Feb 04, 2025 |
|
Greg Addresses Mid-Career Concerns About Saving for Retirement
|
Jan 28, 2025 |
|
Don't Put All of Your Eggs in One Basket
|
Jan 23, 2025 |
|
New Year, New Plan, New Co-host!
|
Jan 15, 2025 |
|
Advisors On Call
|
Jan 07, 2025 |
|
Advisors On Call Promo
|
Nov 25, 2024 |