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:
The Importance of a Fiduciary Advisor Especially in Uncertain Times.
In this conversation, Greg Ramirez and Jackie Selby discuss the importance of adapting financial plans to current economic conditions, the influence of AI on market dynamics, and the necessity of portfolio diversification. They emphasize the significance of maintaining a positive mindset during unc…
47:15
Making Financial Assumptions During a Down Market Could Be Costly!
Greg Ramirez discusses what could be costly assumptions people make in a down market environment. Do you have a plan to retire? Did you know there are many pieces of the puzzle which can fit together nicely with the help of Greg. Call NOW. 562-269-1007.
47:04
With Volatility On Your Mind, it's Time to Call in a PRO!
Could "Alternative Investments" be in your future? Greg Ramirez discusses how the old stock/bond mix may be outdated for the more current retiree. If you have inflationary concerns to do with your money, call Greg! He's ON CALL for you! Advisors On Call 562-269-1007.
47:10
Considering a New Advisor? Make Sure They Answer These Important Questions!
Considering a New Advisor? Make Sure They Answer These Important Questions! See omnystudio.com/listener for privacy information.
45:58
Protecting Your Assets From Tariff Turmoil
Protecting Your Assets From Tariff Turmoil See omnystudio.com/listener for privacy information.
45:49
Primer Introduction to Advisors on Call - What We Do and How We're Different
Primer Introduction to Advisors on Call - What We Do and How We're Different See omnystudio.com/listener for privacy information.
45:35
Market Turmoil - Surviving and Thriving in Times Like These
Market Turmoil - Surviving and Thriving in Times Like These See omnystudio.com/listener for privacy information.
45:30
There's No Time Like the Present to Ditch the Old 60-40 Investment Strategy
There's No Time Like the Present to Ditch the Old 60-40 Investment Strategy See omnystudio.com/listener for privacy information.
46:04
Tariff Inflation Concerns and Avoiding New Retiree Mistakes
Tariff Inflation Concerns and Avoiding New Retiree Mistakes See omnystudio.com/listener for privacy information.
45:24
The Advantage of Financial Planning for Business Owners and Early Estate Planning for Milllenials and Gen Z
The Advantage of Financial Planning for Business Owners and Early Estate Planning for Milllenials and Gen Z See omnystudio.com/listener for privacy information.
45:58