Ep 2: Our Financial Planning Process

The Audible Advisor with Spiros Vassilakos

#Trading #Business #Spiros Vassilakos #Retirement #Financial Planning #Florida #401k #Money #Investing #Athenian #MBA #Entrepreneur #IRA

31:01

National Geographic photographer and conservationist Jaime Rojo has spent decades capturing the beauty and fragility of the monarch butterfly. Their epic migration is one of nature’s most breathtaking spectacles, but their survival is under threat. In this episode, Jaime shares how his passion for photography and conservation led him to document the monarchs’ journey. He and host Brian Lowery discuss the deeper story behind his award-winning images, one about resilience, connection, and the urgent need to protect our natural world. See Jaime's story on the monarch butterflies at his website: rojovisuals.com , and follow Brian Lowery at knowwhatyousee.com .…

3年之前 15:42

MP3•单集首页

What is Spiros’ financial planning philosophy? How is he helping people with their financial futures?
A lot of clients come to us with a focus on four elements: family, career, lifestyle, and money. Our goal is to always help you reach those aspirations through a financial plan that reflects those dreams.

It’s always our hope you feel part of our family, we never want you to think of financial planning as a transaction. Education is one of our most important values. We want our clients to understand their plans and to have confidence in their financial future. On today’s episode, we’ll discuss our planning philosophy and process at Athenian Private Client Group.

What We Discuss Today:

1:30 – Focusing on the four elements

3:13 – What is our philosophy?

4:49 – What is your ‘why’?

5:53 – Spiros’ goal as an advisor

7:58 – What is the ‘how’?

9:12 – Financial virtues profile

11:37 – The first thing we do

12:05 – Behavioral finance side

Get Additional Information:
https://theaudibleadvisor.com/

Have questions or want to get your financial plan started? Here's how to contact us:

Website: https://theaudibleadvisor.com/

Phone: (727) 754-8418

Email: svassilakos@athenianpcg.com

Watch the show on YouTube: https://bit.ly/3VmzCUx

32集单集

Ep 2: Our Financial Planning Process

The Audible Advisor with Spiros Vassilakos

published 3年之前

MP3•单集首页

What We Discuss Today:

1:30 – Focusing on the four elements

3:13 – What is our philosophy?

4:49 – What is your ‘why’?

5:53 – Spiros’ goal as an advisor

7:58 – What is the ‘how’?

9:12 – Financial virtues profile

11:37 – The first thing we do

12:05 – Behavioral finance side

Get Additional Information:
https://theaudibleadvisor.com/

Have questions or want to get your financial plan started? Here's how to contact us:

Website: https://theaudibleadvisor.com/

Phone: (727) 754-8418

Email: svassilakos@athenianpcg.com

Watch the show on YouTube: https://bit.ly/3VmzCUx

32集单集

#Trading #Business #Spiros Vassilakos #Retirement #Financial Planning #Florida #401k #Money #Investing #Athenian #MBA #Entrepreneur #IRA

所有剧集

1
Importance of the Behavioral Approach to Wealth Management & Financial Planning 14:56

大约1年之前14:56

14:56

Behavioral finance plays a crucial role in the financial planning we do at the Athenian Private Client Group and it’s part of the Human Element Program we roll out for clients. Today we want to explore the psychology of finance, explain our approach, and look at the role it plays in investing. Here’s what we discuss in this episode: 0:00 – Intro 0:35 – Psychology of finance 2:27 – The questionnaire 4:34 – Observations 6:40 – Behaviors impacting investments 8:28 – The role of an advisor 11:35 – The first steps Have questions or want to get your financial plan started? Here's how to contact us: Website: https://theaudibleadvisor.com/ Phone: (727) 754-8418 Email: svassilakos@athenianpcg.com Watch the show on YouTube: https://bit.ly/3VmzCUx…

1
Steering Clear of Retirement Stress 13:29

大约1年之前13:29

13:29

When we think of retirement, we often imagine a life free of stress, full of leisure and relaxation. However, the truth is that retirement can be one of the most stressful events in a person's life. In this episode, we’ll look at the ways to proactively deal with the stress surrounding the retirement process. Here’s what we discuss in this episode: 0:00 – Intro 1:31 – Adjusting to a new lifestyle after retirement 3:00 – Embracing new opportunities in retirement 4:50 – Changing priorities over the course of retirement 8:07 – Keeping a sense of perspective 9:52 – The importance of having a good advisor Have questions or want to get your financial plan started? Here's how to contact us: Website: https://theaudibleadvisor.com/ Phone: (727) 754-8418 Email: svassilakos@athenianpcg.com Watch the show on YouTube: https://bit.ly/3VmzCUx…

1
Retirement Questions That Baby Boomers Are Asking 17:26

大约1年之前17:26

17:26

Each generation is currently navigating a unique part of the retirement planning experience. Right now, the baby boomers are retiring every day at record numbers. This major life event comes with a handful of financial planning questions that every baby boomer should be asking, and today we’ll do our best to provide some answers. Here’s what we discuss in this episode: 0:00 – Intro 1:37 – Managing risk of market volatility 3:17 – Turning saving into retirement income 5:18 – Healthcare costs 7:19 – Passing along your wealth 9:52 – Maximizing Social Security benefits 12:06 – Downsizing or relocating in retirement Have questions or want to get your financial plan started? Here's how to contact us: Website: https://theaudibleadvisor.com/ Phone: (727) 754-8418 Email: svassilakos@athenianpcg.com Watch the show on YouTube: https://bit.ly/3VmzCUx…

1
Don’t Make These Income Planning Mistakes 17:27

大约1年之前17:27

17:27

Are you planning for your retirement with the confidence that you're making all the right moves? In today's episode, we'll unveil the crucial income planning mistakes that could jeopardize your retirement and show you how to craft a financial plan that's built to last decades, not just years. One of the most challenging aspects of retirement is transitioning from a regular paycheck to creating your own income, but it can be made easier by working with a financial advisor. We’ll give you a look into our income planning process and explain why these mistakes could cost you. Tune in to ensure your retirement strategy is foolproof against common pitfalls and ready to secure your financial future. Here’s what we discuss in this episode: 0:00 – Intro 0:45 – Importance of income planning 2:34 – Longevity 4:33 – Social Security 6:27 – Bonds 8:06 – Inflation 10:26 – Lifetime income streams 13:56 – Review and adjust Have questions or want to get your financial plan started? Here's how to contact us: Website: https://theaudibleadvisor.com/ Phone: (727) 754-8418 Email: svassilakos@athenianpcg.com Watch the show on YouTube: https://bit.ly/3VmzCUx…

1
The Questions You Must Ask Your Financial Advisor 16:52

大约1年之前16:52

16:52

Have you ever wondered what questions to ask your financial advisor, or why those questions are crucial? In today’s episode, we’re tackling exactly that. We're discussing the vital questions that bring transparency and depth to your financial advisory relationship. It's about getting clarity on how advisors work, what they specialize in, and how they align with your financial goals. These are the questions you MUST ask your financial advisor. We explain why each of these items is important for identifying an advisor that will be a good fit and explain how we answer these questions from the people we meet with. Here’s what we discuss in this episode: 00:00 - Introduction and Importance of Asking the Right Questions 01:19 - How Do You Get Paid? 03:59 - Investment Philosophy 05:03 - Advisor's Strengths and Specialties 06:59 - Establishing Communication Expectations 07:32 - Working with the Advisor or Their Team 09:16 - Educational Resources and Workshops 13:00 - Emergency Situations and Succession Planning 14:04 - Initial Meeting Process Have questions or want to get your financial plan started? Here's how to contact us: Website: https://theaudibleadvisor.com/ Phone: (727) 754-8418 Email: svassilakos@athenianpcg.com Watch the show on YouTube: https://bit.ly/3VmzCUx…

1
Patience Pays: The Power of Delayed Gratification 19:03

大约1年之前19:03

19:03

Sometimes it’s hard to make financial sacrifices when the reward might not be seen until several years in the future. Today we’ll talk about some of the situations where you might be inclined to take the immediate benefit, when you should really consider the delayed rewards. Here’s what we discuss in this episode: 0:00 – Intro 2:00 – 401k match 3:28 – Tax-deferred accounts 5:17 – Emergency fund 6:18 – Cash out retirement plan early 8:47 – Delaying home maintenance 10:23 – Social Security 12:53 – Health 14:36 – Wrong advisor Have questions or want to get your financial plan started? Here's how to contact us: Website: https://theaudibleadvisor.com/ Phone: (727) 754-8418 Email: svassilakos@athenianpcg.com Watch the show on YouTube: https://bit.ly/3VmzCUx…

1
Retirement Planning Is Harder Than It Used To Be 22:41

大约1年之前22:41

22:41

Every generation likes to talk about how much harder things used to be when they were kids. Like all of the people who used to have to walk five miles to school, in the snow, uphill both ways. But they had at least one thing that was EASIER…and that was retirement planning. Let’s talk about why on today’s episode. Here’s what we discuss in this episode: 0:00 – Intro 2:01 – Job and company loyalty 3:39 – Personal Savings 5:15 – Housing market 7:14 – Investing 9:24 – Interest rates 11:16 – Healthcare costs 13:35 – Life expectancy 14:51 – Social Security 16:40 – Sandwich generation 18:20 – Financial Literacy Have questions or want to get your financial plan started? Here's how to contact us: Website: https://theaudibleadvisor.com/ Phone: (727) 754-8418 Email: svassilakos@athenianpcg.com Watch the show on YouTube: https://bit.ly/3VmzCUx…

1
Ep 25: The Market Outlook for 2023 19:03

2年之前19:03

19:03

Market volatility became the norm in 2022. Are we in for more of the same in 2023? We’ll talk about the market outlook for the next 12 months, plus share tips on how you can best prepare for potential future volatility. Here’s a little of what you’ll learn on this episode: Mergers & Acquisitions says “signs point to more market volatility in 2023”. Here are our thoughts. (2:32) Should you have a different growth strategy considering the market predictions for 2023? (8:22) The difference between a plan and emotion-based decision-making. (11:45) Have questions or want to get your financial plan started? Here's how to contact us: Website: https://theaudibleadvisor.com/ Phone: (727) 754-8418 Email: svassilakos@athenianpcg.com Watch the show on YouTube: https://bit.ly/3VmzCUx…

1
Ep 24: Making Smart Decisions During Major Life Events 19:07

2年之前19:07

19:07

Most of us will have made a financial mistake or two in our lifetime, some small, and some big. It’s much easier to make a big mistake when major life changes occur and emotions are at a high. Let’s explore some of the things you should be thinking about to make smart financial decisions when you encounter some of the most significant events in your life. Here’s a little of what you’ll learn on this episode: What should I do with my 401(k) when changing jobs? (2:13) How does divorce impact financial decisions? (4:32) An inheritance can go to waste if you don’t know what to do with your money . (8:26) Have questions or want to get your financial plan started? Here's how to contact us: Website: https://theaudibleadvisor.com/ Phone: (727) 754-8418 Email: svassilakos@athenianpcg.com Watch the show on YouTube: https://bit.ly/3VmzCUx…

1
Ep 23: Is There Greener Grass On The Other Side? 18:00

2年之前18:00

18:00

Sometimes you need to find a new financial advisor. Other times, you might think you need a new advisor, but really, you’re just guilty of thinking that the grass is greener on the other side. Today we’re sharing some common scenarios and whether they’re legitimate reasons for leaving your advisor. We’ll share some hypothetical scenarios and see if any of these apply to you. Here’s a little of what you’ll learn on this episode: · Should I leave an advisor who made a mistake? (2:25) · Should I leave an advisor who doesn’t have as much time for me? (5:06) · Should I leave an advisor who is not very engaging and outgoing? (7:41) Have questions or want to get your financial plan started? Here's how to contact us: Website: https://theaudibleadvisor.com/ Phone: (727) 754-8418 Email: svassilakos@athenianpcg.com Watch the show on YouTube: https://bit.ly/3VmzCUx…

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Ep 22: Warning Signs - How To Spot Problems In Your Financial Life 19:48

2年之前19:48

19:48

Just like the lights on your dashboard can indicate if something is wrong with your car (like low tire pressure or leaking oil), there are indicators in your financial life that might point out that you have a problem that needs to be addressed. On this episode, we’re going to give you five different warning signs that should drive you to meet with a financial professional. It might end up that you don’t need to take any further action, but the sooner you can get on top of an issue, the better off you’ll be over time. Here’s a little of what you’ll learn on this episode: · How we help clients determine how much it will cost to fund their retirement lifestyle. (2:16) · Why you shouldn’t get hung up on your net worth or a certain account balance. (4:51) · Planning for your retirement won’t be the same as it was for your parents. (8:56) · The 5 things we tell people to do during times of market volatility. (12:57) · Why healthcare expenses might be harder to plan for than you expected. (15:20) Have questions or want to get your financial plan started? Here's how to contact us: Website: https://theaudibleadvisor.com/ Phone: (727) 754-8418 Email: svassilakos@athenianpcg.com Watch the show on YouTube: https://bit.ly/3VmzCUx…

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Ep 21: The Money Gridiron - What Football Teaches Us About Retirement Planning 17:32

2年之前17:32

17:32

At this time of year, you can find football on TV almost every night of the week. Many of our clients are cheering on the Bucs each week along with the entire city as we hope for another championship season. You might not realize it but football can teach us quite a bit about financial planning. So, let’s take some concepts from the game of football and apply them to our retirement. You might watch the game a little differently next time after listening to this episode. Here’s a little of what you’ll learn on this episode: · What is the financial red zone and why is it critical for planning? (2:12) · Running a ‘hurry-up’ offense could create financial problems. (4:39) · How to get your financial plan to the victory formation. (8:14) · How coaching makes a huge difference in money like football. (12:26) Have questions or want to get your financial plan started? Here's how to contact us: Website: https://theaudibleadvisor.com/ Phone: (727) 754-8418 Email: svassilakos@athenianpcg.com Watch the show on YouTube: https://bit.ly/3VmzCUx…

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Ep 20: Going Against the Grain 19:41

2年之前19:41

19:41

Being a good advisor isn’t about winning a popularity contest or just saying the same things that everyone else in the industry says. It’s about giving the best advice that you can for each individual situation. On today’s show, we’re going to peel back the curtain to discuss some areas where a good financial advisor’s opinions might go against the grain with mainstream ideas in the industry. Join us on today’s episode to learn more about these topics: ·· What is the appropriate amount of risk for a retiree? (2:58) · Here are different ways you can use life insurance throughout your life. (5:34) · Is there such a thing as good debt? (8:13) · Is an annuity right for you? Find out here. ( 12:04) Donate to the Florida Disaster Fund: www.Floridadisasterfund.org https://www.volunteerflorida.org For more, visit us online: https://theaudibleadvisor.com/ Have questions or want to get your financial plan started? Here's how to contact us: Website: https://theaudibleadvisor.com/ Phone: (727) 754-8418 Email: svassilakos@athenianpcg.com Watch the show on YouTube: https://bit.ly/3VmzCUx…

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Ep 19: Can’t Get No Satisfaction… Or Can You? 14:56

2年之前14:56

14:56

Want to know the secrets to experiencing satisfaction in retirement? We’ve discovered five key situations to which your financial plan needs to lead you. If you can key in on these five points, you’ll have a high chance to achieve retirement satisfaction. Having satisfaction in retirement could mean many things. What it really boils down to is needing to take the proper steps to prepare yourself, so you enter into retirement confident and at ease. Join us on today’s episode to learn more about these topics: · The mindset shift that could help you to have peace of mind in retirement. (1:47) · Here are ways you can diversify your income to give you a supplement to your retirement. (3:40) · How to gain confidence in your retirement plan. (4:49) · Why you need to account for future healthcare costs. (7:36) For more, visit us online: https://theaudibleadvisor.com/ Have questions or want to get your financial plan started? Here's how to contact us: Website: https://theaudibleadvisor.com/ Phone: (727) 754-8418 Email: svassilakos@athenianpcg.com Watch the show on YouTube: https://bit.ly/3VmzCUx…

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Ep 18: Answering Your Financial Questions 14:58

3年之前14:58