The Audible Advisor with Spiros Vassilakos

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. read less

Ep 16: What They’re Saying - Analyzing Advice On Surviving A Bear Market
Aug 4 2022
Ep 16: What They’re Saying - Analyzing Advice On Surviving A Bear Market
Most people are a bit concerned about the current bear market we are facing. Whether this lasts for a few months or years are yet to be seen, but there is plenty of opinions going around in the media. If you’ve never handled a bear market or if you are closer to retirement, who should you be listening to when it comes to protecting your portfolio? On today’s episode, we’ll break down a few of these expert opinions and decide whether we agree or disagree with their advice. Join us on today’s episode as we break down these expert opinions:· Phil Orlando expects the market to dip another 10% over the summer. He favors value stocks over growth stocks and clarifies that holding cash is an attractive option for investors. (2:32)· Sam Robson says the bear market is a fantastic opportunity for long-term investors. (5:40)· Bill Stone says there is a silver lining with the stock market: the market is bound to have a strong rebound eventually. (7:11) · Be aware of making emotional decisions during turbulent times. (10:11) Do these financial experts have a point? Probably all of them do, but it’s all about having a customized and detailed plan that fits your retirement needs. Listen to today’s episode to learn Spiro’s advice and opinions on the current bear market. For more tools, visit us online at questions or want to get your financial plan started? Here's how to contact us: Website: Phone: (727) 754-8418Email: AthenianPCG@Cambridgesecure.com
Ep 9: When Guessing at Retirement’s Most Important Questions Goes Wrong
Apr 21 2022
Ep 9: When Guessing at Retirement’s Most Important Questions Goes Wrong
If you aren’t working with an advisor you could end up guessing a lot when it comes to planning for retirement. On today’s episode, we are going to break down some of retirement’s most important questions and what can go wrong if you end up guessing at them. Do you know how much income you’ll need in retirement? You need enough to last throughout retirement and reach your goals, but you probably don’t want to work longer than necessary. How much do you need to save for those major purchases and how is that different than emergency funds? If you know you’ll be paying for a child’s wedding or your house needs some new appliances, it’s always a good idea to budget those things into your overall retirement plan. Join us today as we explore these questions and why planning is almost always better than guessing. What We Discuss Today:0:39 – Do a lot of people guess?1:23 – How much income do you need?4:36 – How much do you need for major purchases?6:59 – Do you go over these things with pre-retirees?8:01 – How much is inflation impacting you over time?10:00 – What typical percentage of inflation do we plan for?11:09 – How much will healthcare be in the future?14:15 – Covering healthcare in retirement 15:26 – Working with an advisor instead of guessing Get Additional Information: questions or want to get your financial plan started? Here's how to contact us: Website: Phone: (727) 754-8418Email: AthenianPCG@Cambridgesecure.com