Want to create an interactive transcript for this episode?
Podcast: The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing
Episode: Money, Purpose, and the Legacy You Leave Behind w/ George Cisneros
Description: 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 ge...