Podcast
Advisors On Call
Hosted by KABC | CMLS Los Angeles · EN
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.
35episodes
Episodes
Newest firstAll episodes
Increased Longevity of Living
3w ago00:47:43Tap to summarizeIn 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 market evolution and discusses the need to consider factors like inflation, longevity, and healthcare costs. He also talks about the benefits of diversifying investments and the importance of having a fiduciary advisor.See omnystudio.com/listener for privacy information.
Transcribe →When You're Tired of Money Managing
4w ago00:47:33Tap to summarizeIn 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 attorney, and a clear plan in place to ensure that loved ones are taken care of. He also talks about the benefits of diversification and the role of insurance in creating a secure income stream for retirement.See omnystudio.com/listener for privacy information.
Transcribe →Solving The Longevity Question
Apr 2900:47:41Tap to summarizeIn 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, highlighting the benefits of income for life products and alternative investments. He also addresses common misconceptions about retirement income, including the idea that size doesn't matter, and explains how to create a sustainable income stream that keeps pace with inflation.See omnystudio.com/listener for privacy information.
Transcribe →Who Is Really Managing Your Portfolio
Apr 2100:47:43Tap to summarizeIn 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 funds and real estate-related investments, which can provide a steady income stream and protect against market fluctuations. He also stresses the need for proper diversification and warns against putting all eggs in one basket. With his 29 years of experience, Greg offers practical advice on how to stay ahead of the curve and achieve financial peace of mind.See omnystudio.com/listener for privacy information.
Transcribe →The Right Plan Needs the Right Frame of Mind
Apr 1400:47:40Tap to summarizeIn 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 about the benefits of alternative investments, such as interval funds and insurance, in providing a steady income stream. He shares a personal story of a client who achieved financial security through a customized plan, and emphasizes the value of having a trusted advisor to guide you through life's financial challenges.See omnystudio.com/listener for privacy information.
Transcribe →Perfroming Your Portfiolio X-Ray
Apr 900:47:03Tap to summarizeIn 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 vehicles and the need to consider factors like healthcare costs and social security. Greg also discusses the risks of relying too heavily on a portfolio for income and the benefits of diversifying investments.See omnystudio.com/listener for privacy information.
Transcribe →Importance of Interval Funds
Mar 3100:48:01Tap to summarizeIn 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 shares strategies to protect against sequence of returns risk, including diversification, alternative investments, and income for life. He also emphasizes the importance of having a financial buffer, tax planning, and regular reviews to ensure a secure retirement. With his 29 years of experience, Greg provides valuable insights and guidance for retirees navigating uncertain times.See omnystudio.com/listener for privacy information.
Transcribe →A Financial Advisor Makes The Most Cents
Mar 2400:47:37Tap to summarizeIn 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 the impact of technology on longevity, highlighting the benefits of monitoring health metrics at home. He encourages listeners to consider their financial advisor's approach, stressing the value of actively managing portfolios and diversifying assets. With a focus on practical advice and real-life examples, Greg helps listeners make informed decisions about their financial futures.See omnystudio.com/listener for privacy information.
Transcribe →Never Outlive Your Money
Mar 1700:47:39Tap to summarizeIn 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 also addresses the four key things to consider when building a retirement plan: insurance, equities, interval funds, and alternative investments. He explains how alternative investments, such as real estate and income for life, can provide a guaranteed income stream and reduce reliance on the market.See omnystudio.com/listener for privacy information.
Transcribe →The Best and Worst Retirement Decisions
Mar 1000:47:40Tap to summarizeIn 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 benefits of an index universal life (IUL) policy, which can offer a guaranteed death benefit, cash value growth, and tax-free income. He emphasizes the need for consistency and patience when investing in an IUL policy, which can take 7-10 years to reach its full potential.See omnystudio.com/listener for privacy information.
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