Share
The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
…
continue reading
Manage episode 516816726 series 2971915
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.
Today we're breaking down a real world case study that might hit close to home for you if you're nearing retirement... Linda just sold her business and wants safety, but her cash is now exposed to taxes, inflation, and falling interest rates. Josh explains the SIG framework (Safety, Income, Growth) and explains how municipal bonds, annuities, and selective equities can protect purchasing power while reducing tax drag in retirement.
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!
226 episodes
))
