Advisors On Call

Cumulus Media Local

Greg Ramirez offers financial services specifically for the Self Employed, Business Owners, Doctors and High Net Worth Individuals with remedies for Tax Savings, Retirement Planning, Estate Planning, Generational Wealth Planning, Long Term Care and Life Insurance Planning.  

  1. HACE 3 DÍAS

    The Best and Worst Retirement Decisions

    In this episode of Advisors on Call, Greg Ramirez shares expert advice on navigating retirement planning. He discusses the importance of having a long-term care policy, explaining how it can provide income tax-free benefits and serve as a life insurance policy if not used. Greg also talks about the benefits of an index universal life (IUL) policy, which can offer a guaranteed death benefit, cash value growth, and tax-free income. He emphasizes the need for consistency and patience when investing in an IUL policy, which can take 7-10 years to reach its full potential. See omnystudio.com/listener for privacy information.

    48 min

  2. 3 MAR

    Tailoring To Your Retirement Needs

    Tailoring To Your Retirement Needs See omnystudio.com/listener for privacy information.

    48 min

  3. 24 FEB

    Slowing Down vs Ramping Up

    Slowing Down vs Ramping Up See omnystudio.com/listener for privacy information.

    46 min

  4. 20 FEB

    Not The Time To Procrastinate

    See omnystudio.com/listener for privacy information.

    45 min

  5. 10 FEB

    Rewriting The Retirement Script

    In this episode of Advisors on Call, Greg Ramirez touches on the impact of technology on retirement planning, including the benefits of long-term care and the need to reassess what retirement means in today's modern era.  See omnystudio.com/listener for privacy information.

    43 min

  6. 27 ENE

    The Key With Inheriting Money

    The Key With Inheriting Money See omnystudio.com/listener for privacy information.

    46 min

  7. 20 ENE

    More Than One Way To Skin Tax Mitigation

    More Than One Way To Skin Tax Mitigation See omnystudio.com/listener for privacy information.

    46 min

  8. 13 ENE

    Earning Your Retirement

    Earning Your Retirement See omnystudio.com/listener for privacy information.

    46 min
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Greg Ramirez offers financial services specifically for the Self Employed, Business Owners, Doctors and High Net Worth Individuals with remedies for Tax Savings, Retirement Planning, Estate Planning, Generational Wealth Planning, Long Term Care and Life Insurance Planning.  

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