Ep 5 - Unleashing Your Financial Offense: Strategies for Savings and Growth

"From Defense to Offense: Is Your Financial Game Plan Championship-Worthy?"

In this episode, Josh shifts from defense to offense, completing his exploration of the 27-point financial game plan. After laying down a solid defense, it's time to charge forward with strategies to grow your wealth. Josh dives into savings and investment tactics that form the core of a winning financial offense. From the basics of budgeting with a wealth coordination account to the complexities of navigating annuities and Roth accounts, he covers the field. The episode highlights the power of diversification, with a playbook that includes everything from treasury bonds to real estate investments, and underscores the importance of fixed annuities for securing a reliable retirement income. Tune in to ensure your financial strategy is set for both defense and victory.

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