PennyWise Financial

PennyWise Financial

Constantine J Kitrinos, CPFA - Managing Partner | Wealth Advisor

Episodes 117
Avg. Duration 37m
Activity Active
Since Jan 2020
Latest Episode Mar 2026

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Publishing Details

Schedule
Weekly
Format
Episodic
Consistency
58%
Hosting
anchor.fm

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About This Podcast

PennyWise Financial Podcast is a literacy segment designed to provide knowledge and education on all things financial. Advisors from the firm, Monarch Wealth Management, LLC provide tips, insight and introduce strategies from a diverse background of topics. Show Contributions by clients, business owners, and colleagues. Partners: Constantine J Kitrinos and David T Georgiev Advisors: Diana C Lougen and Mark R Ziemba II Operations Manager: Jason T Georgiev www.monarchwealthmanagement.com

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Recent Episodes

S8E119 The Wealth Playbook

Mar 19, 2026 41m

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

Mar 17, 2026 28m

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

Feb 05, 2026 25m

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

Dec 18, 2025 1h 4m

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

Oct 23, 2025 1h 7m

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

Sep 24, 2025 1h 16m

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

Sep 11, 2025 1h

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

Sep 05, 2025 30m

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

May 28, 2025 29m

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

Apr 07, 2025 41m

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! 🤯

Apr 07, 2025 13m

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

Apr 03, 2024 45m

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?

Mar 27, 2024 29m

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

Mar 11, 2024 43m

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😲

Feb 25, 2024 56m

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

Feb 14, 2024 58m

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

Feb 06, 2024 32m

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

Jan 31, 2024 20m

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

Dec 13, 2023 28m

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

Dec 06, 2023 53m

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

How many episodes does PennyWise Financial have?

PennyWise Financial has published 117 episodes since January 2020, covering topics in Education.

Is PennyWise Financial still active?

PennyWise Financial is currently active with new episodes weekly. Average episode length is 37m.

How do I contact PennyWise Financial for sponsorship or guest appearances?

Sign up on Grep.FM to access contact details for PennyWise Financial, including email and social media links.

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