Safety, Income, Growth: Building a Smarter Retirement Plan

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!