Advisors On Call
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 planning, tax minimization, strategic income management, thoughtful estate planning, tailored insurance solutions, and proactive long-term care strategies. Advisors on Call equips you with the tools and clarity needed to live your best SoCal life without ever worrying about outliving your money!
Episodes
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 diversification. They emphasize the significance of maintaining a positive mindset during uncertain times and the role of fiduciary advisors in managing investments. The discussion also covers strategies for creating personal pen...
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 of Greg. Call NOW. 562-269-1007.
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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 Greg Ramirez discusses how the old stock/bond mix may be outdated for the more current retiree.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 ON CALL for you! Advisors On Call 562-269-1007.
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Considering a New Advisor? Make Sure They Answer These Important Questions!
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Protecting Your Assets From Tariff Turmoil
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Primer Introduction to Advisors on Call - What We Do and How We're Different
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Market Turmoil - Surviving and Thriving in Times Like These
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There's No Time Like the Present to Ditch the Old 60-40 Investment Strategy
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Tariff Inflation Concerns and Avoiding New Retiree Mistakes
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The Advantage of Financial Planning for Business Owners and Early Estate Planning for Milllenials and Gen Z
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Retirement Readiness: What if You're Not Saving Enough?
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The Advantage of In-Service Rollovers vs Regular Employer Retirement Accounts
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Preparing for Early Retirement and Alternative Investments 101
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Generational Wealth Transfer--The Importance of Estate Planning for You and Your Loved Ones
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Greg Addresses Mid-Career Concerns About Saving for Retirement
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New Year, New Plan, New Co-host!
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Advisors On Call with Scott Taylor
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