LEARN ABOUT FINANCIAL PLANNING  RETIREMENT PLANNING  LEGACY PLANNING 

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.

The Audible Advisor with Spiros Vassilakos

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

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

EPISODES

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

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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

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  Just like the lights on your dashboard can indicate if something is wrong with your car (like low tire pressure or leaking oil), there

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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

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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.

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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.

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SPIROS VASSILAKOS

MEET YOUR HOST...

For more than 20 years, Spiros has helped families and individuals, corporate executives, physicians and small business owners locally and nationally, pursue their financial goals with thoughtful, tax-sensitive investment guidance. 

Spiros is focused on helping you pursue your greatest objectives with simplicity, transparency and a disciplined process to measure your progress. His guidance is tailored to support your current lifestyle, retirement income needs and legacy goals, while making you feel comfortable at every step of the way. His passion is fueled by knowing he has made a positive difference in the lives of the families and organizations he serves.

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MORE WAYS TO CONTACT...

(727) 754-8418

AthenianPCG@Cambridgesecure.com

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