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

EPISODE · Feb 10, 2025 · 31 MIN

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

from The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing · host Josh Jalinski

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!

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

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