ABOUT THIS PODCAST 🔗
Join Spiros Vassilakos, CEO & Private Wealth Advisor with Athenian Private Client Group in Tarpon Springs, FL, as he provides informative financial and retirement planning insights on every episode. You'll learn about how to properly invest while growing your wealth, education on the markets and how it can affect your investment portfolio, provide planning strategies that meet your lifestyle, everything from 401(k)s and IRAs to mutual funds and EFT's.
Spend about 15 minutes with Spiros each show to educate and increase your money wisdom, while building a virtual financial roadmap to get you closer to achieving your financial goals.
If you have questions, contact Spiros at 727-754-8418 or
schedule an in-person or virtual call Discovery Meeting at https://calendly.com/athenianpcg/discoverymeeting
Hosts:
Update frequency:
every 22 days
Average audio length:
17 minutes
English
United States
32 episodes
since Jan. 12, 2022
episodic
IN THIS PODCAST 🔗
LATEST EPISODE 🔗
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. Her…
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Search past episodes of The Audible Advisor with Spiros Vassilakos.
PREVIOUS EPISODES 🔗
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 ret…
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 toda…
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, n…
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 cla…
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 discus…
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 …
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 & Acquisitio…
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 e…
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.…
Disclaimer: The podcast and artwork embedded on this page are from Spiros Vassilakos, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
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