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Podcast: The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing
Episode: Ep 9 - The Rules of the Financial Game (PART 1)
Description: 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...