Latest / The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing
Money, Purpose, and the Legacy You Leave Behind w/ George Cisneros
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…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.