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 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/

EPISODES

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.

LISTEN NOW »

On this episode, we’re going to tackle a number of questions that we’ve received recently. From using commission payments for retirement saving to tax planning to retirement savings allocations, we’ll hit on a wide variety of topics. Hopefully you’ll hear something that you’ve also wondered about during the show.

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That’s why we’ve decided to compile a list of the things we’ve been talking about with clients recently and spend some time on each of them. These are some common questions, but they’re also important for retirement and ensuring that you know what you should and should not be doing with your financial plan.

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With current market trends it’s looking likely we’ll be facing a recession. What advice should you be listening to during this time?

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Going through a divorce at any age is difficult, but doing it near or in retirement adds all sorts of additional complications.

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Let’s see if your tolerance for risk matches your financial plan.

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SPRIOS 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.

HAVE QUESTIONS FOR SPIROS? HAVE YOUR QUESTION FEATURED ON THE SHOW!

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HAVE QUESTIONS FOR SPIROS? HAVE YOUR QUESTION FEATURED ON THE SHOW!

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MORE WAYS TO CONTACT...

(727) 754-8418

AthenianPCG@Cambridgesecure.com

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