Roman Chiokadze RICP FSCP, Wealth Manager with Ventura Wealth Management

05/25/2025

Today we honor and remember the brave men and women who gave their lives in service to our country. We are forever grateful for their sacrifice and the freedoms they have secured for us.

04/17/2025

The announcement of a reciprocal U.S. trade policy rattled global markets last week. With fresh tariffs now front and center, our Global Market Strategy team is updating their U.S. economic scenarios to reflect what they see as a decisive shift in risks. Learn more in this week's :
https://bit.ly/3YBCU6O

04/15/2025

Looking for a little more certainty with your money?
Check out this guaranteed interest rate.
Contact me today!

03/27/2025

Smart cash flow management can have a bigger impact on your retirement savings than simply earning more. Don’t let common mistakes derail your future. Check out this article on three cash flow pitfalls to avoid—and how to enjoy life now while still saving for the future.
Want to maximize your retirement strategy? Let’s talk!
https://bit.ly/4hTwJCa

03/15/2025

Here are seven ideas Baby Boomers can consider to help make the most of their financial resources for retirement.

03/14/2025

Learn about the low-buy challenge whose purpose is to redirect saved money toward meaningful financial goals and move toward underconsumption.

Low-buy challenges help stop overconsumption in its tracks. To get started, identify your pain points, set realistic goals and track your progress to see the best results.

03/13/2025

Julia Hermann from the Global Market Strategy team at New York Life Investments discusses the model from the Atlanta Fed, a live tracker of GDP growth, showing a dramatic swing due to trade dynamics. Watch the video, then click here to learn more:
https://bit.ly/4kPpyxi

03/13/2025

You've worked hard to build a comfortable retirement. Be sure to safeguard that investment! Join Ed Slott on March 18 at 7 PM ET for his latest consumer seminar to hear about planning strategies that you can leverage to help protect your retirement funds from taxes. Don’t miss this chance to secure your financial future! Register now at: https://bit.ly/3R6RtLz

03/13/2025

APR (Annual Percentage Rate) affects every loan you take—mortgages, credit cards, auto loans, and more. Understanding it can help you make smarter financial choices. Check out this helpful article to learn how APR works and how to secure better rates!
Need guidance on life insurance and financial strategies? I'm here to help!
Article is for information purposes. Contact your bank, credit card company, or your loan provider for guidance regarding your specific situation.
https://bit.ly/4bSO9xd

03/13/2025

You've worked hard to build a comfortable retirement. Be sure to safeguard that investment! Join Ed Slott on March 18 at 3PM ET for his latest consumer seminar to hear about planning strategies that you can leverage to help protect your retirement funds from taxes. Don’t miss this chance to secure your financial future! Register now at: https://bit.ly/4hrQ2SJ

02/28/2025

ICYMI: In this week's , the Global Market Strategy team at New York Life Investments breaks down the latest inflation data, how the Fed and markets are responding, and what it all means for investors navigating a higher-for-longer rate environment: https://bit.ly/3Xn5dWl

02/27/2025

The Global Market Strategy team of New York Life Investments reveals 2025's black swan events, from tech breakthroughs to geopolitical tensions. Watch now!