Primer Introduction to Advisors on Call - What We Do and How We're Different

See omnystudio.com/listener for privacy information.

Primer Introduction to Advisors on Call - What We Do and How We're DifferentSee <a href="https://omnystudio.com/listener">omnystudio.com/listener</a> for privacy information.

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 secure your ideal retirement lifestyle.

Greg began his distinguished career advising clients at banks and leading a successful credit union investment program before founding Advisors On Call, LLC, in 2013. His mission: to provide comprehensive, collaborative wealth management solutions tailored specifically to your life goals. Whether you're envisioning endless sunny beach days, vibrant social activities, or exploring new passions, Greg and his network of professionals can help turn your dreams into reality.

Tune in weekly to discover essential financial planning insights covering retirement planning, tax minimization, strategic income management, thoughtful estate planning, tailored insurance solutions, and proactive long-term care strategies. Advisors on Call equips you with the tools and clarity needed to live your best SoCal life without ever worrying about outliving your money!

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&mdash;a seasoned financial advisor, registered investment adviser, and fiduciary with 25 years of financial industry experience&mdash;each episode offers valuable insights and actionable strategies to secure your ideal retirement lifestyle.
Greg began his distinguished career advising clients at banks and leading a successful credit union investment program before founding Advisors On Call, LLC, in 2013. His mission: to provide comprehensive, collaborative wealth management solutions tailored specifically to your life goals. Whether you're envisioning endless sunny beach days, vibrant social activities, or exploring new passions, Greg and his network of professionals can help turn your dreams into reality.
Tune in weekly to discover essential financial planning insights covering retirement planning, tax minimization, strategic income management, thoughtful estate planning, tailored insurance solutions, and proactive long-term care strategies. Advisors on Call equips you with the tools and clarity needed to live your best SoCal life without ever worrying about outliving your money!

Advisors On Call

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&mdash;a seasoned financial advisor, registered investment adviser, and fiduciary with 25 years of financial industry experience&mdash;each episode offers valuable insights and actionable strategies to secure your ideal retirement lifestyle.
Greg began his distinguished career advising clients at banks and leading a successful credit union investment program before founding Advisors On Call, LLC, in 2013. His mission: to provide comprehensive, collaborative wealth management solutions tailored specifically to your life goals. Whether you're envisioning endless sunny beach days, vibrant social activities, or exploring new passions, Greg and his network of professionals can help turn your dreams into reality.
Tune in weekly to discover essential financial planning insights covering retirement planning, tax minimization, strategic income management, thoughtful estate planning, tailored insurance solutions, and proactive long-term care strategies. Advisors on Call equips you with the tools and clarity needed to live your best SoCal life without ever worrying about outliving your money!

Advisors on Call with Greg Ramirez

Primer Introduction to Advisors on Call - What We Do and How We're Different

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 uncertain times and the role of fiduciary advisors in managing investments. The discussion also covers strategies for creating personal pensions, the importance of long-term care insurance, and tax mitigation for retirement planning. Additionally, they highlight the growing financial empowerment of women and the need to address the wage gap. They highlight women's strengths as savers and the importance of financial planning tailored to women's needs. The discussion also covers the benefits of self-employment, the significance of understanding client relationships, and the necessity of attention to financial details. They share insights on retirement planning, common mistakes to avoid, and the importance of adapting to 21st-century investing strategies.  Call Greg Ramirez at 562-269-1007 or click here

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 uncertain times and the role of fiduciary advisors in managing investments. The discussion also covers strategies for creating personal pensions, the importance of long-term care insurance, and tax mitigation for retirement planning. Additionally, they highlight the growing financial empowerment of women and the need to address the wage gap. They highlight women's strengths as savers and the importance of financial planning tailored to women's needs. The discussion also covers the benefits of self-employment, the significance of understanding client relationships, and the necessity of attention to financial details. They share insights on retirement planning, common mistakes to avoid, and the importance of adapting to 21st-century investing strategies.&nbsp; Call Greg Ramirez at 562-269-1007 or click <a href="https://www.advisorsoncall.com/">here</a>

The Importance of a Fiduciary Advisor Especially in Uncertain Times.

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.

Greg Ramirez discusses what could be costly assumptions people make in a down market environment.&nbsp; Do you have a plan to retire?&nbsp; 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.

Making Financial Assumptions During a Down Market Could Be Costly!

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.

Could "Alternative Investments" be in your future?&nbsp; Greg Ramirez discusses how the old stock/bond mix may be outdated for the more current retiree.&nbsp; If you have inflationary concerns to do with your money, call Greg!&nbsp; He's ON CALL for you!&nbsp; Advisors On Call 562-269-1007.

Primer Introduction to Advisors on Call - What We Do and How We're Different

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