24 episodes

Join Spiros Vassilakos, President & Financial Advisor with Athenian Private Client Group in Largo, FL, as he provides you with excellent financial and retirement planning education on every episode. You'll learn about investing, the markets, proper planning strategies and everything from 401(k)s and IRAs to mutual funds and annuities. Spend about 15 minutes with Spiros each show to increase your money wisdom and get closer to achieving your financial goals. If you have questions, contact Spiros at 727-754-8418 or visit https://athenianprivateclientgroup.com for more information.

The Audible Advisor with Spiros Vassilakos Spiros Vassilakos

    • Business

Join Spiros Vassilakos, President & Financial Advisor with Athenian Private Client Group in Largo, FL, as he provides you with excellent financial and retirement planning education on every episode. You'll learn about investing, the markets, proper planning strategies and everything from 401(k)s and IRAs to mutual funds and annuities. Spend about 15 minutes with Spiros each show to increase your money wisdom and get closer to achieving your financial goals. If you have questions, contact Spiros at 727-754-8418 or visit https://athenianprivateclientgroup.com for more information.

    Ep 24: Making Smart Decisions During Major Life Events

    Ep 24: Making Smart Decisions During Major Life Events

    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 encounter some of the most significant events in your life.
    Here’s a little of what you’ll learn on this episode:
    What should I do with my 401(k) when changing jobs? (2:13)How does divorce impact financial decisions? (4:32)An inheritance can go to waste if you don’t know what to do with your money. (8:26)

    Have questions or want to get your financial plan started? Here's how to contact us:

    Website: https://theaudibleadvisor.com/
    Phone: (727) 754-8418
    Email: AthenianPCG@Cambridgesecure.com

    • 19 min
    Ep 23: Is There Greener Grass On The Other Side?

    Ep 23: Is There Greener Grass On The Other Side?

    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. We’ll share some hypothetical scenarios and see if any of these apply to you.
     
    Here’s a little of what you’ll learn on this episode:
    ·      Should I leave an advisor who made a mistake? (2:25)
    ·      Should I leave an advisor who doesn’t have as much time for me? (5:06)
    ·      Should I leave an advisor who is not very engaging and outgoing? (7:41)
    Have questions or want to get your financial plan started? Here's how to contact us:

    Website: https://theaudibleadvisor.com/
    Phone: (727) 754-8418
    Email: AthenianPCG@Cambridgesecure.com

    • 18 min
    Ep 22: Warning Signs - How To Spot Problems In Your Financial Life

    Ep 22: Warning Signs - How To Spot Problems In Your Financial Life

    Just like the lights on your dashboard can indicate if something is wrong with your car (like low tire pressure or leaking oil), there are indicators in your financial life that might point out that you have a problem that needs to be addressed. 
    On this episode, we’re going to give you five different warning signs that should drive you to meet with a financial professional. It might end up that you don’t need to take any further action, but the sooner you can get on top of an issue, the better off you’ll be over time. 
    Here’s a little of what you’ll learn on this episode: 
    ·      How we help clients determine how much it will cost to fund their retirement lifestyle. (2:16)
    ·      Why you shouldn’t get hung up on your net worth or a certain account balance.  (4:51)
    ·      Planning for your retirement won’t be the same as it was for your parents. (8:56)
    ·      The 5 things we tell people to do during times of market volatility. (12:57)
    ·      Why healthcare expenses might be harder to plan for than you expected. (15:20)



    Have questions or want to get your financial plan started? Here's how to contact us:

    Website: https://theaudibleadvisor.com/
    Phone: (727) 754-8418
    Email: AthenianPCG@Cambridgesecure.com

    • 19 min
    Ep 21: The Money Gridiron - What Football Teaches Us About Retirement Planning

    Ep 21: The Money Gridiron - What Football Teaches Us About Retirement Planning

    At this time of year, you can find football on TV almost every night of the week. Many of our clients are cheering on the Bucs each week along with the entire city as we hope for another championship season. 
    You might not realize it but football can teach us quite a bit about financial planning. So, let’s take some concepts from the game of football and apply them to our retirement. You might watch the game a little differently next time after listening to this episode.
    Here’s a little of what you’ll learn on this episode:
    ·      What is the financial red zone and why is it critical for planning? (2:12)
    ·      Running a ‘hurry-up’ offense could create financial problems. (4:39)
    ·      How to get your financial plan to the victory formation. (8:14)
    ·      How coaching makes a huge difference in money like football. (12:26)
    Have questions or want to get your financial plan started? Here's how to contact us:

    Website: https://theaudibleadvisor.com/
    Phone: (727) 754-8418
    Email: AthenianPCG@Cambridgesecure.com

    • 17 min
    Ep 20: Going Against the Grain

    Ep 20: Going Against the Grain

    Being a good advisor isn’t about winning a popularity contest or just saying the same things that everyone else in the industry says. It’s about giving the best advice that you can for each individual situation.
    On today’s show, we’re going to peel back the curtain to discuss some areas where a good financial advisor’s opinions might go against the grain with mainstream ideas in the industry.
    Join us on today’s episode to learn more about these topics:
    ··      What is the appropriate amount of risk for a retiree? (2:58)
    ·      Here are different ways you can use life insurance throughout your life. (5:34)
    ·      Is there such a thing as good debt? (8:13)
    ·      Is an annuity right for you? Find out here. (12:04)       
    Donate to the Florida Disaster Fund:
    www.Floridadisasterfund.org     https://www.volunteerflorida.org 
    For more, visit us online:  https://theaudibleadvisor.com/
    Have questions or want to get your financial plan started? Here's how to contact us:

    Website: https://theaudibleadvisor.com/
    Phone: (727) 754-8418
    Email: AthenianPCG@Cambridgesecure.com

    • 19 min
    Ep 19: Can’t Get No Satisfaction… Or Can You?

    Ep 19: Can’t Get No Satisfaction… Or Can You?

    Want to know the secrets to experiencing satisfaction in retirement? We’ve discovered five key situations to which your financial plan needs to lead you. If you can key in on these five points, you’ll have a high chance to achieve retirement satisfaction.
    Having satisfaction in retirement could mean many things. What it really boils down to is needing to take the proper steps to prepare yourself, so you enter into retirement confident and at ease.
    Join us on today’s episode to learn more about these topics:
    ·      The mindset shift that could help you to have peace of mind in retirement. (1:47)
    ·      Here are ways you can diversify your income to give you a supplement to your retirement. (3:40)
    ·      How to gain confidence in your retirement plan. (4:49)
    ·      Why you need to account for future healthcare costs. (7:36)


    For more, visit us online:  https://theaudibleadvisor.com/
    Have questions or want to get your financial plan started? Here's how to contact us:

    Website: https://theaudibleadvisor.com/
    Phone: (727) 754-8418
    Email: AthenianPCG@Cambridgesecure.com

    • 14 min

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