PennyWise Financial
Constantine J Kitrinos, CPFA - Managing Partner | Wealth Advisor
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S8E119 The Wealth Playbook
Between global conflicts, shifting interest rates, and constant media noise, it’s easy to feel like your retirement portfolio is under siege. When the headlines get scary, the temptation to "go to…
S8E118 Bombs, Budgets, and Backflips
In this packed episode of Pennywise, we navigate the intersection of a wartime economy, historic policy shifts, and the golden moments that define American excellence. From the front lines of the…
S8E116 The "Deep Freeze" Market Update
Welcome back to the show! We are kicking off Season 8 shivering in the studio because, let’s be honest, this is the coldest winter Rochester has seen in a decade. But while the temperatures are…
S7E116 How Beautiful is the OBBB? The "Tax Colonel" Reveals All
Is the "One Big Beautiful Bill" actually beautiful for your bank account, or is it just a beautiful mess?This week on Pennywise Financial, we are joined by David Young, CPA (aka "The Tax Colonel")…
S7E115 Back in Business (and Better Health) with Dr. Camarata
Wavelengths, Wellness, and Witty Adjustments are topic of conversation with our guest, Dr. Sam Camarata. Tune in for an incredibly energetic and uplifting conversation with Dr. Sam from Camarata…
S7E114 Rolling with the Punches
From Marketing to the Mat. Join Constantine and Dave as they talk with Phil Misetti of Shogun West BJJ. Phil gets real about the struggles of being a self-employed business owner, why he left the…
S7E113 Mortgage, Money & Making it Happen
It's all about "Friction, Full Gamut and Buy Now." Tune in and you'll know too. Navigating the world of mortgages and real estate can be a challenge, but in this episode, we're here to help! I'm…
S7E112 The Market's Midterm: A Back-to-School Check-Up
This week on Pennywise Financial, we're heading back to school and taking a serious look at the market's report card! 🍎 I'm joined by my partner in financial crime from Monarch Wealth Management, LLC…
S7E111 End-of-Life Support Co-Pilot with Compassion
Navigating End-of-Life: Compassionate Guidance with Jean Oswald |In this incredibly important episode of the Pennywise Financial Podcast, host Constantine J. Kitrinos sits down with Jean Oswald, the…
S7E110 Trump's Tariffs: Don't Panic, Plan Smart
Are the new tariffs shaking up your investment strategy? Wondering how the current administration's policies will affect your portfolio? On this episode of Pennywise Financial, broadcasting from…
S7E109 Tariffs, Regulation & Rhetoric, Oh MY! 🤯
In an abridged podcast episode, I cut through the financial jargon and deliver a concise breakdown of what's happening in the stock market right now.Recorded live from Brighton, NY, on this beautiful…
S6E108 Climbing the ladder and hopping over it
A Conversation with Charles Forte Jr., MBA This week on Pennywise Financial, we're thrilled to welcome Charlie, a 2023 addition to our team as a financial advisor and investment manager who brings a…
S6E107 Love is in the Air. Does it last?
Happy (slightly belated) Valentine's Day! In this special Pennywise episode, we dive headfirst into the red-hot stock market of 2024. Is it love at first sight, or a bubble waiting to burst? We…
S6E106 Building Your Nest Egg, Not a Nursery
Rethinking Legacy - The Child-Free Journey with Dr. Jay Zigmont Host: Constantine J Kitrinos, CPFA | Managing Partner | Wealth Advisor Guest: Dr. Jay Zigmont, MBA, CFP | Found & CEO Guest…
S6E105 Tax Time Turbulence😲
Tax deadline lowdown: Don't miss out! Get the latest on filing deadlines and extensions. Business owner tax strategies: Discover smart tips and tricks to maximize your deductions and minimize your…
S6E104 Beyond The Buffet
Ever wondered what it's really like to run a small business? The late nights, the constant hustle, the endless decisions? Today, we pull back the curtain with Joe Yantachka of Partyman Catering.…
S6E103 Finding Fitness that Fits You | Physical & Mental Wellness at its Core
Feeling financially lost when it comes to your health? This episode of Pennywise Financial is here to guide you towards smarter spending in the physical therapy world. Join me as I chat with Beth…
S6E102 A warm cup of appreciation
We're well into the new year and we look back on some of the most popular holiday gifts purchased as well as some of the ones under our tree. My guest is Sebastian Alexander Kitrinos and he was proud…
S5E101 Put the bears into hibernation
Daylight is scarce, shopping is rampant, and people are out and about this holiday season to close the year on a high note. Besides all the family and fun, it's also a good time for people to take a…
S5E100 Spill the Tea on Estate Planning
Having your financial house in order includes your Estate plan. Estate planning is the PennyWise thing to do. Kevin Johnson, Esq from Klafehn Heise & Johnson, PLLC joins the show to talk about…
Frequently Asked Questions
PennyWise Financial has published 117 episodes since January 2020, covering topics in Education.
PennyWise Financial is currently active with new episodes weekly. Average episode length is 37m.
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