Welcome to the "Kinnect Podcast" where we bring together top financial experts to discuss the latest trends, strategies, and insights in the world of finance, helping you navigate your financial journey with confidence and clarity.
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Contact Info:
https://www.kinnectadvisors.com/team/andrew-casertano
Cell: 240-328-4274
Text: 410-424-7339
Book a meeting with me (https://urldefense.com/v3/__https:/outlook.office365.com/owa/calendar/FinancialPlanningKinnectAdvisors@securianlink.onmicrosoft.com/bookings/__;!!D7qffA6_gfy2!XYkYSUrF6P2WsNC7-NtuAbTohtixec4gvQp_5_7tn7OhVNGS4lkJHaxj05fpjDqjeksGlT4unVAO3aiWCpv0o0Df$)
Securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity
Exploring the World of Real Estate Securities w/ Dan Church | Ep 5
In this episode, we discuss how to add real estate investments to a investment and retirement portfolio with alternative investment specialist Dan Church from Blue Rock. If you find value in this content, please subscribe! We would also love to hear from you! Mobile: 240-328-4274 Email: Andrew@Kinnectadvisors.com https://www.kinnectadvisors.com/team/andrew-casertano https://www.facebook.com/AndrewFinacialAdvisor/ https://www.linkedin.com/in/andrew-casertano-wmcp%C2%AE-cpfa%C2%AE-70b860ab/ Boo...
28 Jan 2025
The importance of Structured Notes in a Portfolio w/ Ryan Banner
Financial advisor Ryan Banner goes into what structured notes are, how they work, and why they can be useful for growing your investment portfolio.If you find value in this content, please subscribe!We would also love to hear from you!Mobile: 240-328-4274Email: Andrew@Kinnectadvisors.comhttps://www.kinnectadvisors.com/team/andrew-casertanohttps://www.facebook.com/AndrewFinacialAdvisor/https://www.linkedin.com/in/andrew-casertano-wmcp%C2%AE-cpfa%C2%AE-70b860ab/Book a meeting with me
15 Jan 2025
Risk Mitigation Strategies w/ Scott McPeak & Brett Hughes
Andrew Casertano discusses risk mitigation strategies with industry experts Scott McPeak and Brett Hughes, revealing how life insurance, annuities, and long-term care insurance can protect your family's financial future.
8 Jan 2025
How to build a strong investment portfolio w/ Adrienne Rowles AAWS®
Today I have a very special guest, Adrienne Rowles, AAWS®. She has 25 years of experience as well as a 5 star financial advisor. She got her start working in New York during the tech bubble, and has since worked at some of the largest investment banks on Palm Beach, and is now settled in Virginia constructing portfolios for clients. In this episode, we'll dive into the role of a portfolio advisor, building strong investment portfolios, and navigating market volitility.Would love to hear from ...
5 Dec 2024
Business Planning - Stuart Kessler & Victor Folayan
Andrew Casertano sits down with business advisors Stuart Kessler & Victor Folayan to discuss when business owners should consider hiring a financial advisor specializing in business finances.
20 Nov 2024
Comprehensive Financial Planning w/ Ned Hodgman
In this episode, Ned and I dive into the importance of comprehensive financial planning as well as the importance of protection planning using life insurance and long term care, as well as the importance of retirement planning and investing.
Would love to hear from you!
Mobile: 240-328-4274
Email: Andrew@Kinnectadvisors.com
https://www.kinnectadvisors.com/team/andrew-casertano
https://www.facebook.com/AndrewFinacialAdvisor/
https://www.linkedin.com/in/andrew-casertano-wmcp%C2%AE-cpfa%C2%AE-70b860ab/
Book a meeting with me (https://outlook.office365.com/owa/calendar/FinancialPlanningKinnectAdvisors@securianlink.onmicrosoft.com/bookings/)
Podcast Authority Score: 9 / 100
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YouTube
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Engagement
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