Advisors On Call
Advisors On Call
Playlist by Advisors On CallGreg Ramirez offers financial services specifically for the Self Employed, Business Owners, Doctors and High Net Worth Individuals with remedies for Tax Savings, Retirement Planning, Estate Planning, …Follow the podcast:
67 clip(s) in playlist
Increased Longevity of Living
In this episode of Advisors on Call, Greg Ramirez emphasizes that saving money until age 65 or 67 is just the foundation of a retirement plan, and that it's crucial to make adjustments as life throws curveballs. Greg shares his own experience of changing his recommendations over the years due to ma…
47:42
When You're Tired of Money Managing
In this episode of Advisors on Call, Greg Ramirez discusses the importance of planning for long-term care and wealth transfer. He shares a personal story about his parents' experiences and the lessons he learned about the need for a plan. Greg emphasizes the importance of having a trust, powers of …
47:32
Solving The Longevity Question
In this episode of Advisors on Call, Greg Ramirez shares valuable insights on navigating retirement income. He discusses the importance of having a plan in place to ensure a steady income stream, especially in the face of market fluctuations. Greg emphasizes the need for diversification, highlighti…
47:41
Who Is Really Managing Your Portfolio
In this episode of Advisors on Call, Greg Ramirez shares his insights on navigating market uncertainty and inflation. He emphasizes the importance of having a plan in place, especially during times of geopolitical tension. Greg discusses the benefits of alternative investments, such as interval fun…
47:43
The Right Plan Needs the Right Frame of Mind
In this episode of Advisors on Call, Greg Ramirez shares his expertise on navigating market volatility and retirement planning. He discusses the importance of diversification, especially during uncertain times, and how it can help protect your portfolio from significant losses. Greg also talks abou…
47:40
Perfroming Your Portfiolio X-Ray
In this episode of Advisors on Call, Greg Ramirez tackles the idea of retiring at 40, a notion that's often touted on social media but may not be as feasible as it seems. He shares a real-life example of a client who's planning to retire at 50, highlighting the importance of income for life vehicle…
47:02
Importance of Interval Funds
In this episode of Advisors on Call, host Greg Ramirez discusses the impact of global tensions on retirement planning. He explains how geopolitical events, like the Iran crisis, can affect oil prices, market volatility, and inflation, making it crucial for retirees to review their strategy. Greg sh…
48:01
A Financial Advisor Makes The Most Cents
In this episode of Advisors on Call, Greg Ramirez shares his expertise on navigating the complexities of retirement planning. He discusses the importance of having a portfolio ready for a 30-year retirement, emphasizing the need for income for life and long-term care policies. Greg also touches on …
47:36
Never Outlive Your Money
In this episode of Advisors on Call, Greg Ramirez shares valuable insights on retirement planning and wealth management. He discusses Warren Buffett's straightforward retirement rule and how it applies to everyday investors, emphasizing the importance of diversification and minimizing risk. Greg al…
47:39
The Best and Worst Retirement Decisions
In this episode of Advisors on Call, Greg Ramirez shares expert advice on navigating retirement planning. He discusses the importance of having a long-term care policy, explaining how it can provide income tax-free benefits and serve as a life insurance policy if not used. Greg also talks about the…
47:39