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…
36 clip(s)
- 1
Rebalance Your Retirement Plan as Life Changes48:00 - 2
The Retirement Expenses Your Account Balance Does Not Show48:00 - 3
Spend With Confidence: A Retirement Plan for Both Spouses48:00 - 4
The Concept of Multiple Income Streams for Retirement Income.46:14 - 5
Importance of a Comprehensive Retirement Plan.47:19 - 6
Strategies for Building Liquidity and Emergency Funds.45:35 - 7
The Importance of Spending in Retirement!47:11 - 8
Inherited IRA rules are getting harder to ignore.54:58 - 9
Planning for the Future of Your Money.55:14 - 10
Tax Planning, Estate Planning and Scams...oh my!42:43 - View more clips