Advisors on Call with Greg Ramirez
Advisors on Call with Greg Ramirez
Welcome to Advisors on Call, Southern California's premier weekly radio show dedicated to helping you achieve the SoCal dream with confidence and financial peace of mind in retirement! Hosted by Greg Ramirez—a seasoned financial advisor, registered investment adviser, and fiduciary with 25 years of financial industry experience—each episode offers valuable insights and actionable strategies to sec…Social links:
Inherited IRA rules are getting harder to ignore.
In this episode, Greg Ramirez discusses the complexities of inherited IRAs, strategies for tax mitigation, and the importance of diversification and proper planning for retirement and estate management. Call Greg for a no-cost consultation for your fiancial needs at 562-269-1007 or click here.
54:58
Planning for the Future of Your Money.
In this episode, Greg Ramirez discusses the importance of confidence resets in retirement planning, the need for professional portfolio analysis, and how to prepare for longer lifespans and unexpected curveballs in life. Call Greg for a no-cost consultation at 562-269-1007 or click here to schedul…
55:14
Tax Planning, Estate Planning and Scams...oh my!
In this episode, Greg Ramirez discusses the latest changes in retirement planning, tax strategies, and the importance of insurance and digital estate planning. Learn how to optimize your retirement assets and avoid scams with expert advice. Call 562-269-1007 to schedule an appointment with Greg, o…
42:43
Rules, Rules, Rules!
In this episode, Greg Ramirez discusses essential strategies for retirement planning, including the pitfalls of target date funds, the importance of diversification, and how to effectively manage taxes and income streams for a secure retirement. Call Greg for a no-cost consultation at 562-269-1007…
46:47
Retire Early? How to Build a Solid Financial Plan.
In this episode, Greg Ramirez discusses essential strategies for retirement planning, including the pitfalls of target date funds, the importance of diversification, and how to effectively manage taxes and income streams for a secure retirement. Call Greg Ramirez for a no-cost consultation at 562-…
47:01
Rebalancing Your Investments: When and How to Do It.
In this episode, Greg Ramirez shares expert insights on diversified investment strategies, portfolio rebalancing, and estate planning to optimize your financial future. Learn practical tips to manage risk, reduce taxes, and leverage assets effectively. Call Greg for a Portfolio Xray at 562-269-100…
56:42
Asset allocation strategies for retirement.
Greg Ramirez from Advisors on Call shares essential strategies for retirement planning, including asset allocation, long-term care, and decision-making for the later years. Discover how to prepare for a secure and comfortable retirement at any age. 562-269-1007 call or text.
47:09
Strategies for consolidating retirement accounts.
Greg Ramirez shares expert insights on retirement planning, income streams, long-term care, and managing financial surprises. Discover practical strategies to secure your financial future and avoid common pitfalls. Call Greg for a "Portfolio Xray" at no cost to you 562-269-1007.
56:27
How AI Is Reshaping Personal Finance and Investing.
In this comprehensive episode, Greg Ramirez discusses current economic trends, investment strategies, the impact of AI on finance, and essential retirement planning tips. Listeners will learn how to navigate high interest rates, inflation, and technological changes to secure their financial future.…
55:12
How to Avoid Financial Scams and Protect Your Assets.
Greg Ramirez shares expert insights on retirement planning, debt management, and avoiding scams. Learn how to leverage your assets, protect your savings, and plan for a secure financial future with practical strategies and professional advice. Call 562-269-1007 to get your free "Portfolio XRay".
55:33