The second quarter is underway and the market continues to face challenges across the board. We recently visited Philadelphia for our annual conference where we shared ideas on how we're positioning portfolios and what we're seeing through this year and into next. It was a great time for us to share ideas, get insights and hear from our colleagues in the field as well as from various partners and sponsors. Sam and I chat about the importance of keeping things up to date and accurate across all your investment and insurance accounts. Our case study includes a strategy we're helping clients navigate as they explore taking money out of their retirement when they haven't quite reached retirement age. Hear all this and more. Tune in and subscribe.
Host: Constantine J Kitrinos, CPFA
Co-Host: Sam Gueli
Website: www.monarchwealthmanagement.com
Credit below for music used in commercials intros/outros etc.
Intro
Welcome to the Show by Kevin MacLeod
Link: https://incompetech.filmmusic.io/song/4614-welcome-to-the-show
License: https://filmmusic.io/standard-license
Commercials
Grand Dark Waltz Allegretto by Kevin MacLeod
Link: https://filmmusic.io/song/7920-grand-dark-waltz-allegretto
License: https://filmmusic.io/standard-license
Valse Gymnopedie by Kevin MacLeod
Link: https://filmmusic.io/song/7928-valse-gymnopedie
License: https://filmmusic.io/standard-license
Disclosure
On Hold For You by Kevin MacLeod
Link: https://incompetech.filmmusic.io/song/6928-on-hold-for-you
License: https://filmmusic.io/standard-license
