Safety, Income, Growth: Building a Smarter Retirement Plan
30 de outubro de 2025 • 21min
The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing
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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.
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