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

Greg 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, Generational Wealth Planning, Long Term Care and Life Insurance Planning.  

Greg 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, Generational Wealth Planning, Long Term Care and Life Insurance Planning.

Advisors On Call

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In this episode of Advisors on Call, Greg Ramirez touches on the impact of technology on retirement planning, including the benefits of long-term care and the need to reassess what retirement means in today's modern era. 

In this episode of Advisors on Call, Greg Ramirez touches on the impact of technology on retirement planning, including the benefits of long-term care and the need to reassess what retirement means in today's modern era.&nbsp;

Rewriting The Retirement Script

https://api.omny.fm/orgs/a7b0bd27-d748-4fbe-ab3b-a6fa0049bcf6/clips/2eb90e1c-f452-438e-813f-b3ed0161f810/transcript

The Key With Inheriting Money

https://api.omny.fm/orgs/a7b0bd27-d748-4fbe-ab3b-a6fa0049bcf6/clips/3998024a-d52e-4da0-bbf5-b3df016c0a61/transcript

More Than One Way To Skin Tax Mitigation

More Than One Way To Skin Tax Mitigation

https://api.omny.fm/orgs/a7b0bd27-d748-4fbe-ab3b-a6fa0049bcf6/clips/7f1ea944-3720-44f2-b368-b3d80180ce95/transcript

There's No Time Like the Present to Ditch the Old 60-40 Investment Strategy

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