Ep 9 - The Rules of the Financial Game (PART 1)

How do you turn financial uncertainty into a winning strategy? Join Josh this week as he unpacks his "Rules of the Financial Game," focusing on the first five rules. Josh explores foundational concepts for understanding your financial position, discusses the pros and cons of robo-advisors versus personalized financial advice, and introduces approaches for asset optimization. He also unpacks strategies like the "coordination review" and "money strategy design," offering insights on how to approach asset and liability management. Later, Josh answers a listener's question about CD penalties and rate changes. Make sure to come back next week for Part 2, where Josh Jalinski will reveal the final four rules of the game. Can't get enough of the Financial Quarterback? Click 'Subscribe' to never miss a play. New episodes touchdown right here! Loving the playbook? Drop us a 5-star rating and share your thoughts in a review. Your feedback fuels the game plan!