Hosted by Unknown Host · 🇺🇸 US · EN-US · 19 episodes
Established thought leaders with verified media credentials.
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 pla
Unknown Host hosts Advisors On Call, a business show with 19 episodes published.
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 diversificatio
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
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 Greg Ramirez discusses how the old stock/bond mix may be outdated for the more current retiree.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
Considering a New Advisor? Make Sure They Answer These Important Questions! See omnystudio.com/listener for privacy information. See omnystudio.com/listener for privacy information.
Protecting Your Assets From Tariff Turmoil See omnystudio.com/listener for privacy information. See omnystudio.com/listener for privacy information.
Primer Introduction to Advisors on Call - What We Do and How We're Different See omnystudio.com/listener for privacy information. See omnystudio.com/listener for privacy information.
Market Turmoil - Surviving and Thriving in Times Like These See omnystudio.com/listener for privacy information. See omnystudio.com/listener for privacy information.
There's No Time Like the Present to Ditch the Old 60-40 Investment Strategy See omnystudio.com/listener for privacy information. See omnystudio.com/listener for privacy information.
Tariff Inflation Concerns and Avoiding New Retiree Mistakes See omnystudio.com/listener for privacy information. See omnystudio.com/listener for privacy information.
The Advantage of Financial Planning for Business Owners and Early Estate Planning for Milllenials and Gen Z See omnystudio.com/listener for privacy information. See omnystudio.com/listener for privacy information.
Retirement Readiness: What if You're Not Saving Enough? See omnystudio.com/listener for privacy information. See omnystudio.com/listener for privacy information.
The Advantage of In-Service Rollovers vs Regular Employer Retirement Accounts See omnystudio.com/listener for privacy information. See omnystudio.com/listener for privacy information.
Preparing for Early Retirement and Alternative Investments 101 See omnystudio.com/listener for privacy information. See omnystudio.com/listener for privacy information.
Generational Wealth Transfer--The Importance of Estate Planning for You and Your Loved Ones See omnystudio.com/listener for privacy information. See omnystudio.com/listener for privacy information.
Greg Addresses Mid-Career Concerns About Saving for Retirement See omnystudio.com/listener for privacy information. See omnystudio.com/listener for privacy information.
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New Year, New Plan, New Co-host! See omnystudio.com/listener for privacy information. See omnystudio.com/listener for privacy information.
Advisors On Call with Scott Taylor See omnystudio.com/listener for privacy information. See omnystudio.com/listener for privacy information.
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Advisors On Call is hosted by Unknown Host. The show is categorised under business and has published 19 episodes.
Advisors On Call has published 19 episodes.
Advisors On Call regularly covers business. It sits in the business category.
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Episodes of Advisors On Call average 44 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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