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 episode, Greg Ramirez discusses the complexities of inherited IRAs, strategies for tax mitigation, and the importance of diversification and proper planning for retirement and estate management. Call Greg for a no-cost consultation for your fiancial needs at 562-269-1007 or click here.
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In this episode, Greg Ramirez discusses the importance of confidence resets in retirement planning, the need for professional portfolio analysis, and how to prepare for longer lifespans and unexpected curveballs in life. Call Greg for a no-cost consultation at 562-269-1007 or click here to schedule!
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In this episode, Greg Ramirez discusses the latest changes in retirement planning, tax strategies, and the importance of insurance and digital estate planning. Learn how to optimize your retirement assets and avoid scams with expert advice. Call 562-269-1007 to schedule an appointment with Greg, or click here. No Cost. No Obligation.
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In this episode, Greg Ramirez discusses essential strategies for retirement planning, including the pitfalls of target date funds, the importance of diversification, and how to effectively manage taxes and income streams for a secure retirement. Call Greg for a no-cost consultation at 562-269-1007. Or click here!
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In this episode, Greg Ramirez discusses essential strategies for retirement planning, including the pitfalls of target date funds, the importance of diversification, and how to effectively manage taxes and income streams for a secure retirement. Call Greg Ramirez for a no-cost consultation at 562-269-1007 or click here.
See omnystudio.com/listener for privacy information.
In this episode, Greg Ramirez shares expert insights on diversified investment strategies, portfolio rebalancing, and estate planning to optimize your financial future. Learn practical tips to manage risk, reduce taxes, and leverage assets effectively. Call Greg for a Portfolio Xray at 562-269-1007.
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Greg Ramirez from Advisors on Call shares essential strategies for retirement planning, including asset allocation, long-term care, and decision-making for the later years. Discover how to prepare for a secure and comfortable retirement at any age. 562-269-1007 call or text.
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Greg Ramirez shares expert insights on retirement planning, income streams, long-term care, and managing financial surprises. Discover practical strategies to secure your financial future and avoid common pitfalls. Call Greg for a "Portfolio Xray" at no cost to you 562-269-1007.
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In this comprehensive episode, Greg Ramirez discusses current economic trends, investment strategies, the impact of AI on finance, and essential retirement planning tips. Listeners will learn how to navigate high interest rates, inflation, and technological changes to secure their financial future. Call Greg at 562-269-1007 to schedule a "Portfolio Xray" at no cost to you.
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Greg Ramirez shares expert insights on retirement planning, debt management, and avoiding scams. Learn how to leverage your assets, protect your savings, and plan for a secure financial future with practical strategies and professional advice. Call 562-269-1007 to get your free "Portfolio XRay".
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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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