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Money, Purpose, and the Legacy You Leave Behind w/ George Cisneros

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Manage episode 465957485 series 1471652
Content provided by Josh Jalinski. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Josh Jalinski or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Is your financial plan working for you, or are you just chasing returns? Josh sits down with financial advisor George Cisneros to break down a different approach—one built on stewardship, multi-generational synergy, and maximizing the velocity of money. He shares his journey from growing up in a Wall Street-area restaurant family to becoming a financial advisor, offering a fresh perspective on wealth beyond just accumulation.

Josh & George discuss how traditional financial planning often falls short, why projections can lead people astray, and how coordinating advisors can unlock greater financial potential. They dive into the challenges of generational wealth transfer, the power of real estate-centric planning, and why most people are unknowingly limiting their own financial future. Plus, a conversation on faith and finance—how stewardship and generosity aren’t just principles but key strategies for long-term success.

Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going!

  continue reading

201 episodes

Artwork
iconShare
 
Manage episode 465957485 series 1471652
Content provided by Josh Jalinski. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Josh Jalinski or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Is your financial plan working for you, or are you just chasing returns? Josh sits down with financial advisor George Cisneros to break down a different approach—one built on stewardship, multi-generational synergy, and maximizing the velocity of money. He shares his journey from growing up in a Wall Street-area restaurant family to becoming a financial advisor, offering a fresh perspective on wealth beyond just accumulation.

Josh & George discuss how traditional financial planning often falls short, why projections can lead people astray, and how coordinating advisors can unlock greater financial potential. They dive into the challenges of generational wealth transfer, the power of real estate-centric planning, and why most people are unknowingly limiting their own financial future. Plus, a conversation on faith and finance—how stewardship and generosity aren’t just principles but key strategies for long-term success.

Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going!

  continue reading

201 episodes

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