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.  Or click here!

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.&nbsp; Call Greg for a no-cost consultation at 562-269-1007.&nbsp; Or <a href="https://advisorsoncall.com">click here</a>!

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

Rules, Rules, Rules!  

The investment approach that built your savings may need a fresh look when work ends. Greg Ramirez and Jackie Selby discuss rebalancing, retirement tax decisions, and the questions that come with working after claiming Social Security.

Call or text 562-269-1007 to discuss your questions. Advisors on Call with Greg Ramirez.

The investment approach that built your savings may need a fresh look when work ends. Greg Ramirez and Jackie Selby discuss rebalancing, retirement tax decisions, and the questions that come with working after claiming Social Security.Call or text 562-269-1007 to discuss your questions. <a href="https://www.advisorsoncall.com/">Advisors on Call with Greg Ramirez</a>.

Greg Ramirez discusses rebalancing, taxes and working while receiving Social Security.

Rebalance Your Retirement Plan as Life Changes

Greg Ramirez and Jackie Selby look beyond the size of a retirement account to the expenses that continue after work ends, including property taxes and home repairs. They also discuss preparing for care needs and choosing people who can carry out financial and personal decisions.

Call or text 562-269-1007 to discuss your questions. Advisors on Call with Greg Ramirez.

Greg Ramirez and Jackie Selby look beyond the size of a retirement account to the expenses that continue after work ends, including property taxes and home repairs. They also discuss preparing for care needs and choosing people who can carry out financial and personal decisions.Call or text 562-269-1007 to discuss your questions. <a href="https://www.advisorsoncall.com/">Advisors on Call with Greg Ramirez</a>.

Greg Ramirez discusses ongoing household costs, care planning and preparing trusted people to handle important decisions.

The Retirement Expenses Your Account Balance Does Not Show

Having enough saved does not always make spending in retirement feel comfortable. Greg Ramirez and Jackie Selby discuss turning savings into an income plan, preparing for the loss of a spouse’s Social Security or pension income, and keeping big purchases from undermining that plan.

To request a Portfolio X-ray, call or text 562-269-1007 or visit Advisors on Call.

Having enough saved does not always make spending in retirement feel comfortable. Greg Ramirez and Jackie Selby discuss turning savings into an income plan, preparing for the loss of a spouse’s Social Security or pension income, and keeping big purchases from undermining that plan.To request a Portfolio X-ray, call or text 562-269-1007 or visit <a href="https://www.advisorsoncall.com/">Advisors on Call</a>.

Greg Ramirez discusses retirement spending confidence, survivor income and a plan for making savings last through life’s changes.

Rules, Rules, Rules!

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