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Episode 13 - The 4 Rules of Financial Institutions
Manage episode 415688984 series 2971915
How do financial institutions shape your financial choices? In this episode Josh unveils the four core principles that govern the operation of banks, insurance companies, and investment firms. He explains how these rules impact your personal finance, from routine contributions to the management and distribution of funds. He also defines the range of decision-making styles in personal finance, from minimal planning to full-scale proactive financial quarterbacking.
Then in Extra Points, Josh dives into an intriguing development in the commodity market—Costco's recent venture into selling gold bars. Can this savvy investment add a gleam to your financial strategy?
Can't get enough of the Financial Quarterback? Click 'Subscribe' to never miss a play. New episodes touchdown right here! Loving the playbook? Drop us a 5-star rating and share your thoughts in a review. Your feedback fuels the game plan!
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Manage episode 415688984 series 2971915
How do financial institutions shape your financial choices? In this episode Josh unveils the four core principles that govern the operation of banks, insurance companies, and investment firms. He explains how these rules impact your personal finance, from routine contributions to the management and distribution of funds. He also defines the range of decision-making styles in personal finance, from minimal planning to full-scale proactive financial quarterbacking.
Then in Extra Points, Josh dives into an intriguing development in the commodity market—Costco's recent venture into selling gold bars. Can this savvy investment add a gleam to your financial strategy?
Can't get enough of the Financial Quarterback? Click 'Subscribe' to never miss a play. New episodes touchdown right here! Loving the playbook? Drop us a 5-star rating and share your thoughts in a review. Your feedback fuels the game plan!
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