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Advisors On Call

Advisors On Call

De : Greg Ramirez
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À propos de ce contenu audio

Fiduciary Wealth Manager, Greg Ramirez has 25 years of experience in financial services. In his Advisors On Call Podcast, Greg shares his knowledge and wealth-building strategies that resonate with individuals and business owners at all stages of their retirement journey. Straight talk and actionable strategies for building wealth and generating income in retirement with Greg Ramirez and Advisors On Call.

 

 

Investment advisory services are offered through Greg Ramirez at Advisors on Call, a state registered investment advisor. The investment ideas and financial vehicles discussed here should not be considered personalized investment advice nor are these recommendations to buy or sell any particular investment or product and the information you hear should not be considered tax or legal advice.Individuals should first consult with competent tax,legal, accounting, and other professionals regarding the applicability and suitability of any investment ideas. Certain investment ideas contain substantial risk, are ill-liquid, and may only be appropriate for accredited investors.Past performance is not a guarantee of future results. All investments will fluctuate and when redeemed may be worth less than when originally invested. Any comments regarding safe and secure investments and guaranteed income streams refer only to fixed insurance products.They do not refer in any way to securities or investment advisory products. Fixed insurance and annuity product guarantees are subject to the claims-paying ability of the issuing company.None are offered or sold through Greg Ramirez at Advisors On Call.

Direction Economie Finances privées Management et direction
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    Épisodes
    • Why a diversified portfolio could save your retirement...
      Mar 20 2023

      Diversification is considered one of the golden rules of investing. Founder of Advisors On Call Greg Ramirez explains why a diversified portfolio may be essential for a successful retirement.

      See omnystudio.com/listener for privacy information.

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      11 min
    • Do you really need an Estate Plan? You may be surprised by the answer.
      Feb 28 2023

      An estate plan can cover everything from healthcare to precious family heirlooms. Greg Ramirez is the founder of Advisors On Call. He explains what makes up an estate plan and why having one could be critically important for you and for those you leave behind.

      See omnystudio.com/listener for privacy information.

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      11 min
    • What are annuities? How do they work? Greg Ramirez breaks it all down...
      Feb 22 2023

      If you have ever wondered what annuities are and why they seem to be getting so much attention right now, Greg Ramirez founder of Advisors On Call has the answers. 

      See omnystudio.com/listener for privacy information.

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      12 min
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