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Advisors On Call | Wave AI Podcast Notes

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Advisors On Call

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.

16 episodes

Episodes

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Considering a New Advisor? Make Sure They Answer These Important Questions!

00:45:284/15/2025

Protecting Your Assets From Tariff Turmoil

00:44:474/8/2025

Primer Introduction to Advisors on Call - What We Do and How We're Different

00:44:344/1/2025

Market Turmoil - Surviving and Thriving in Times Like These

00:44:293/25/2025

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

00:45:023/18/2025

Tariff Inflation Concerns and Avoiding New Retiree Mistakes

00:44:223/10/2025

The Advantage of Financial Planning for Business Owners and Early Estate Planning for Milllenials and Gen Z

00:44:563/1/2025

Retirement Readiness: What if You're Not Saving Enough?

00:45:252/22/2025

The Advantage of In-Service Rollovers vs Regular Employer Retirement Accounts

00:44:512/18/2025

Preparing for Early Retirement and Alternative Investments 101

00:44:242/11/2025

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