The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing https://www.iheart.com/podcast/47-financial-quarterback-josh-27246763/ en Jalinski Advisory Group Inc. Step into the financial end zone with "The Financial Quarterback® with Josh Jalinski," your weekly playbook for help in mastering the financial game, protecting your wealth, and securing your retirement. Each episode dives into crucial topics like retirement planning, financial strategies, and estate planning, offering straightforward, actionable advice to shield your wealth from higher taxes and market risks. It's the financial guidance you've been searching for, delivered in a 30-minute format that fits perfectly into your busy life. Host Josh Jalinski, the force behind the podcast, is not just any financial advisor. Recognized by Forbes as one of the "Best-In-State Wealth Advisors 2023" and "America's Top Financial Security Professionals 2023," Josh brings a wealth of knowledge and a unique approach to financial advice. As the founder and CEO of the Jalinski Advisory Group, his radical honesty and friend-in-the-business demeanor have made him a trusted voice in finance, regularly featured on CNBC, Fox Business News, CBS News, and Bloomberg. But the insights don't stop there. On Mondays, we bring you the best of Josh's weekend radio show, "The Financial Quarterback®" on 710 AM WOR in New York City. This isn't your ordinary financial talk; it's a live adventure with real-time listener call-ins, cutting-edge topical segments, and expert guests, all delivered with the excitement only live radio can offer. It's where finance meets fun, turning the start of your week into an engaging financial spectacle. Dive deeper with Josh on his YouTube channel at The Financial Quarterback® for video episodes and shorts. Subscribe on Apple Podcasts, Spotify, or your favorite podcast platform and lock in every episode. With new releases every Monday and Wednesday, "The Financial Quarterback® with Josh Jalinski" is your playbook for helping bulletproof your finances, from retirement savings to lifelong wealth protection. https://megaphone.imgix.net/podcasts/8d76ac28-0fc8-11ee-aca7-67d4f12bbddb/image/3000x3000-Logo-financial_quarterback_Final.png?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing https://www.iheart.com/podcast/47-financial-quarterback-josh-27246763/ no episodic Protect Your Money and Retirement for Business and Investing Josh Jalinski Step into the financial end zone with "The Financial Quarterback® with Josh Jalinski," your weekly playbook for help in mastering the financial game, protecting your wealth, and securing your retirement. Each episode dives into crucial topics like retirement planning, financial strategies, and estate planning, offering straightforward, actionable advice to shield your wealth from higher taxes and market risks. It's the financial guidance you've been searching for, delivered in a 30-minute format that fits perfectly into your busy life. Host Josh Jalinski, the force behind the podcast, is not just any financial advisor. Recognized by Forbes as one of the "Best-In-State Wealth Advisors 2023" and "America's Top Financial Security Professionals 2023," Josh brings a wealth of knowledge and a unique approach to financial advice. As the founder and CEO of the Jalinski Advisory Group, his radical honesty and friend-in-the-business demeanor have made him a trusted voice in finance, regularly featured on CNBC, Fox Business News, CBS News, and Bloomberg. But the insights don't stop there. On Mondays, we bring you the best of Josh's weekend radio show, "The Financial Quarterback®" on 710 AM WOR in New York City. This isn't your ordinary financial talk; it's a live adventure with real-time listener call-ins, cutting-edge topical segments, and expert guests, all delivered with the excitement only live radio can offer. It's where finance meets fun, turning the start of your week into an engaging financial spectacle. Dive deeper with Josh on his YouTube channel at The Financial Quarterback® for video episodes and shorts. Subscribe on Apple Podcasts, Spotify, or your favorite podcast platform and lock in every episode. With new releases every Monday and Wednesday, "The Financial Quarterback® with Josh Jalinski" is your playbook for helping bulletproof your finances, from retirement savings to lifelong wealth protection. Step into the financial end zone with "The Financial Quarterback® with Josh Jalinski," your weekly playbook for help in mastering the financial game, protecting your wealth, and securing your retirement. Each episode dives into crucial topics like retirement planning, financial strategies, and estate planning, offering straightforward, actionable advice to shield your wealth from higher taxes and market risks. It's the financial guidance you've been searching for, delivered in a 30-minute format that fits perfectly into your busy life.


Host Josh Jalinski, the force behind the podcast, is not just any financial advisor. Recognized by Forbes as one of the "Best-In-State Wealth Advisors 2023" and "America's Top Financial Security Professionals 2023," Josh brings a wealth of knowledge and a unique approach to financial advice. As the founder and CEO of the Jalinski Advisory Group, his radical honesty and friend-in-the-business demeanor have made him a trusted voice in finance, regularly featured on CNBC, Fox Business News, CBS News, and Bloomberg.


But the insights don't stop there. On Mondays, we bring you the best of Josh's weekend radio show, "The Financial Quarterback®" on 710 AM WOR in New York City. This isn't your ordinary financial talk; it's a live adventure with real-time listener call-ins, cutting-edge topical segments, and expert guests, all delivered with the excitement only live radio can offer. It's where finance meets fun, turning the start of your week into an engaging financial spectacle.


Dive deeper with Josh on his YouTube channel at The Financial Quarterback® for video episodes and shorts. Subscribe on Apple Podcasts, Spotify, or your favorite podcast platform and lock in every episode. With new releases every Monday and Wednesday, "The Financial Quarterback® with Josh Jalinski" is your playbook for helping bulletproof your finances, from retirement savings to lifelong wealth protection.

]]> Josh Jalinski podcast@jalinski.com https://feeds.megaphone.fm/NGGLU3847999865 Cash vs. Locked-In Rates: How to Stop Leaving Money on the Table Should you stay liquid or lock in today’s rates? It’s one of the biggest questions facing investors right now... and getting it wrong could cost you. In this episode, Josh walks through the pros and cons of cash, high-yield savings accounts, and fixed-rate strategies, including how to think about opportunity cost, declining rates, and smart allocation. Learn how to structure your money with the right balance of flexibility, income, and long-term growth without making an all-or-nothing bet. Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going! Tue, 28 Apr 2026 12:37:00 -0000 full Josh Jalinski Should you stay liquid or lock in today’s rates? It’s one of the biggest questions facing investors right now... and getting it wrong could cost you. In this episode, Josh walks through the pros and cons of cash, high-yield savings accounts, and fixed-rate strategies, including how to think about opportunity cost, declining rates, and smart allocation. Learn how to structure your money with the right balance of flexibility, income, and long-term growth without making an all-or-nothing bet. Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going! Should you stay liquid or lock in today’s rates? It’s one of the biggest questions facing investors right now... and getting it wrong could cost you.

In this episode, Josh walks through the pros and cons of cash, high-yield savings accounts, and fixed-rate strategies, including how to think about opportunity cost, declining rates, and smart allocation. Learn how to structure your money with the right balance of flexibility, income, and long-term growth without making an all-or-nothing bet.

Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going!

]]> 1160 no No Estate Plan? Here’s What Happens to Your Money and Your Family Most people assume their money will automatically go to their loved ones, but without a proper estate plan, that’s often not what happens. In this episode, Josh breaks down what actually happens when there’s no plan in place: from delays and legal complications to unintended outcomes that can impact your family for years. More importantly, we walk through how to take control now, avoid costly mistakes, and make sure what you’ve built is protected. Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going! Tue, 21 Apr 2026 11:12:00 -0000 full Josh Jalinski Most people assume their money will automatically go to their loved ones, but without a proper estate plan, that’s often not what happens. In this episode, Josh breaks down what actually happens when there’s no plan in place: from delays and legal complications to unintended outcomes that can impact your family for years. More importantly, we walk through how to take control now, avoid costly mistakes, and make sure what you’ve built is protected. Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going! Most people assume their money will automatically go to their loved ones, but without a proper estate plan, that’s often not what happens. In this episode, Josh breaks down what actually happens when there’s no plan in place: from delays and legal complications to unintended outcomes that can impact your family for years. More importantly, we walk through how to take control now, avoid costly mistakes, and make sure what you’ve built is protected.

Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going!

]]> 789 no Why Your Financial Goals Aren’t Working (And What to Do Instead) Most people have financial goals... but no real plan to reach them. In this episode, Josh breaks down why working harder with your money isn’t enough without structure, and how the “financial junk drawer” mindset keeps people stuck. You’ll learn how to prioritize your goals, build a strong financial foundation, and create a strategy that actually moves you forward. Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going! Tue, 14 Apr 2026 12:38:00 -0000 full Josh Jalinski Most people have financial goals... but no real plan to reach them. In this episode, Josh breaks down why working harder with your money isn’t enough without structure, and how the “financial junk drawer” mindset keeps people stuck. You’ll learn how to prioritize your goals, build a strong financial foundation, and create a strategy that actually moves you forward. Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going! Most people have financial goals... but no real plan to reach them. In this episode, Josh breaks down why working harder with your money isn’t enough without structure, and how the “financial junk drawer” mindset keeps people stuck. You’ll learn how to prioritize your goals, build a strong financial foundation, and create a strategy that actually moves you forward.

Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going!

]]> 716 no Private Equity in Your 401(k): Opportunity or Trap? Wall Street wants into your 401(k), bringing private equity and crypto with it. But is that opportunity… or a trap? In this episode, Josh breaks down what these investments really are, the hidden risks (fees, complexity, and liquidity), and why more options don’t always mean better outcomes. Before you chase what’s new, make sure you understand what’s at stake. Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going! Tue, 07 Apr 2026 19:42:00 -0000 full Josh Jalinski Wall Street wants into your 401(k), bringing private equity and crypto with it. But is that opportunity… or a trap? In this episode, Josh breaks down what these investments really are, the hidden risks (fees, complexity, and liquidity), and why more options don’t always mean better outcomes. Before you chase what’s new, make sure you understand what’s at stake. Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going! Wall Street wants into your 401(k), bringing private equity and crypto with it. But is that opportunity… or a trap? In this episode, Josh breaks down what these investments really are, the hidden risks (fees, complexity, and liquidity), and why more options don’t always mean better outcomes. Before you chase what’s new, make sure you understand what’s at stake.

Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going!

]]> 1192 The Retirement Gift Trap: How Helping Your Kids Could Hurt Your Future Helping your kids or grandkids financially feels like the right thing to do... but what if that generosity comes at a hidden cost? Josh breaks down the surprising tax consequences of pulling money from your 401(k), how it can trigger higher Medicare premiums, and why timing matters more than you think. Learn smarter strategies to give with intention without putting your own retirement at risk. Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going! Tue, 31 Mar 2026 15:19:00 -0000 full Josh Jalinski Helping your kids or grandkids financially feels like the right thing to do... but what if that generosity comes at a hidden cost? Josh breaks down the surprising tax consequences of pulling money from your 401(k), how it can trigger higher Medicare premiums, and why timing matters more than you think. Learn smarter strategies to give with intention without putting your own retirement at risk. Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going! Helping your kids or grandkids financially feels like the right thing to do... but what if that generosity comes at a hidden cost? Josh breaks down the surprising tax consequences of pulling money from your 401(k), how it can trigger higher Medicare premiums, and why timing matters more than you think. Learn smarter strategies to give with intention without putting your own retirement at risk.

Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going!

]]> 768 no How Much Should You Spend on Travel in Retirement? Many retirees finally have the time to travel... but how much should you actually spend? Josh explains why baby boomers are spending more on vacations than any generation before them, the biggest travel mistakes retirees make, and how to build travel into your financial plan so you can enjoy life without putting your retirement at risk. Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going! Fri, 20 Mar 2026 19:07:00 -0000 full Josh Jalinski Many retirees finally have the time to travel... but how much should you actually spend? Josh explains why baby boomers are spending more on vacations than any generation before them, the biggest travel mistakes retirees make, and how to build travel into your financial plan so you can enjoy life without putting your retirement at risk. Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going! Many retirees finally have the time to travel... but how much should you actually spend? Josh explains why baby boomers are spending more on vacations than any generation before them, the biggest travel mistakes retirees make, and how to build travel into your financial plan so you can enjoy life without putting your retirement at risk.

Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going!

]]> 1052 no How the Iran Conflict Could Hit Your Wallet: Oil, Gas Prices, and Inflation If conflict escalates in the Middle East, Americans often feel the impact quickly, especially at the gas pump. Josh explains why tensions involving Iran can send oil prices higher, how that affects inflation and consumer spending, and what it could mean for retirees and investors. Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going! Tue, 10 Mar 2026 16:39:00 -0000 full Josh Jalinski If conflict escalates in the Middle East, Americans often feel the impact quickly, especially at the gas pump. Josh explains why tensions involving Iran can send oil prices higher, how that affects inflation and consumer spending, and what it could mean for retirees and investors. Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going! If conflict escalates in the Middle East, Americans often feel the impact quickly, especially at the gas pump. Josh explains why tensions involving Iran can send oil prices higher, how that affects inflation and consumer spending, and what it could mean for retirees and investors.

Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going!

]]> 832 New Retirement Proposals Explained: Tax Strategy, TSP Concerns and Protecting Your Wealth Retirement security took center stage in the latest State of the Union, but what do the proposed changes really mean for your money? In this episode, Josh breaks down the proposed government-backed retirement accounts, the promise of matching contributions, and the potential long-term risks investors should consider. From tax diversification and Roth strategy to Social Security reliance and asset protection planning, this conversation goes beyond headlines and focuses on what truly builds lasting financial independence. Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going! Wed, 04 Mar 2026 18:11:00 -0000 full Josh Jalinski Retirement security took center stage in the latest State of the Union, but what do the proposed changes really mean for your money? In this episode, Josh breaks down the proposed government-backed retirement accounts, the promise of matching contributions, and the potential long-term risks investors should consider. From tax diversification and Roth strategy to Social Security reliance and asset protection planning, this conversation goes beyond headlines and focuses on what truly builds lasting financial independence. Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going! Retirement security took center stage in the latest State of the Union, but what do the proposed changes really mean for your money?

In this episode, Josh breaks down the proposed government-backed retirement accounts, the promise of matching contributions, and the potential long-term risks investors should consider. From tax diversification and Roth strategy to Social Security reliance and asset protection planning, this conversation goes beyond headlines and focuses on what truly builds lasting financial independence.

Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going!

]]> 1530 no The Money Mistakes That Quietly Drain Your Wealth The biggest threats to your financial future aren’t always market crashes or major expenses, they’re the everyday spending habits you barely notice. In this episode, we explore the common money mistakes that quietly chip away at your wealth, from social spending pressure and lifestyle creep to generosity without boundaries. Learn how small financial decisions compound over time, how to recognize hidden money leaks, and how to take control of your spending without guilt so you can stay focused on your long-term goals. Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going! Tue, 24 Feb 2026 15:41:00 -0000 full Josh Jalinski The biggest threats to your financial future aren’t always market crashes or major expenses, they’re the everyday spending habits you barely notice. In this episode, we explore the common money mistakes that quietly chip away at your wealth, from social spending pressure and lifestyle creep to generosity without boundaries. Learn how small financial decisions compound over time, how to recognize hidden money leaks, and how to take control of your spending without guilt so you can stay focused on your long-term goals. Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going! The biggest threats to your financial future aren’t always market crashes or major expenses, they’re the everyday spending habits you barely notice. In this episode, we explore the common money mistakes that quietly chip away at your wealth, from social spending pressure and lifestyle creep to generosity without boundaries. Learn how small financial decisions compound over time, how to recognize hidden money leaks, and how to take control of your spending without guilt so you can stay focused on your long-term goals.

Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going!

]]> 905 no The Hidden Risk of One-Size-Fits-All Financial Advice Rules of thumb work... until they don’t. In this episode, Josh unpacks why one-size-fits-all financial rules often fail, how generic advice can quietly create risk, and what changes once you’ve already “won the game” financially. Plus, we explore why personalization matters, how risk tolerance should evolve over time, and why the goal isn’t more money, it’s clarity and confidence. Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going! Tue, 10 Feb 2026 15:30:00 -0000 full Josh Jalinski Rules of thumb work... until they don’t. In this episode, Josh unpacks why one-size-fits-all financial rules often fail, how generic advice can quietly create risk, and what changes once you’ve already “won the game” financially. Plus, we explore why personalization matters, how risk tolerance should evolve over time, and why the goal isn’t more money, it’s clarity and confidence. Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going! Rules of thumb work... until they don’t. In this episode, Josh unpacks why one-size-fits-all financial rules often fail, how generic advice can quietly create risk, and what changes once you’ve already “won the game” financially. Plus, we explore why personalization matters, how risk tolerance should evolve over time, and why the goal isn’t more money, it’s clarity and confidence.

Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going!

]]> 1799 no Can You Retire Early? The Income Bridge Most People Miss Many people are closer to early retirement than they realize, but they’re missing one critical piece: income planning. Josh walks through how income bridges work, why timing matters more than hitting a magic number, and how to think about retirement cash flow before Social Security kicks in. This episode is for anyone who feels financially “close,” but not confident enough to make the leap. Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going! Tue, 03 Feb 2026 14:13:00 -0000 full Josh Jalinski Many people are closer to early retirement than they realize, but they’re missing one critical piece: income planning. Josh walks through how income bridges work, why timing matters more than hitting a magic number, and how to think about retirement cash flow before Social Security kicks in. This episode is for anyone who feels financially “close,” but not confident enough to make the leap. Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going! Many people are closer to early retirement than they realize, but they’re missing one critical piece: income planning. Josh walks through how income bridges work, why timing matters more than hitting a magic number, and how to think about retirement cash flow before Social Security kicks in. This episode is for anyone who feels financially “close,” but not confident enough to make the leap.

Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going!

]]> 836 no Why the 4% Rule Is Broken And What Really Determines Safe Retirement Income Now For decades, the 4% rule has been treated as gospel for retirement planning... But is it still safe? Josh breaks down why the traditional withdrawal rule may no longer work in today’s market, how Social Security and guaranteed income change the math, and what really determines whether your money lasts as long as you do. Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going! Thu, 29 Jan 2026 16:07:00 -0000 full Josh Jalinski For decades, the 4% rule has been treated as gospel for retirement planning... But is it still safe? Josh breaks down why the traditional withdrawal rule may no longer work in today’s market, how Social Security and guaranteed income change the math, and what really determines whether your money lasts as long as you do. Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going! For decades, the 4% rule has been treated as gospel for retirement planning... But is it still safe? Josh breaks down why the traditional withdrawal rule may no longer work in today’s market, how Social Security and guaranteed income change the math, and what really determines whether your money lasts as long as you do.

Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going!


]]> 1439 no The AI Boom Retirement Trap: Why Record Markets Can Still Wreck Your Retirement The market is hitting record highs and AI stocks are soaring, but for retirees, this may actually be one of the most dangerous environments in years. In this episode, Josh explains why booming markets don’t automatically mean financial safety, how portfolio concentration and the sequence of returns can quietly threaten retirement income, and why income planning matters more than account balance alone. If you’re retired or approaching retirement, this conversation could completely change how you think about your money. Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going! Thu, 08 Jan 2026 16:27:00 -0000 full Josh Jalinski The market is hitting record highs and AI stocks are soaring, but for retirees, this may actually be one of the most dangerous environments in years. In this episode, Josh explains why booming markets don’t automatically mean financial safety, how portfolio concentration and the sequence of returns can quietly threaten retirement income, and why income planning matters more than account balance alone. If you’re retired or approaching retirement, this conversation could completely change how you think about your money. Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going! The market is hitting record highs and AI stocks are soaring, but for retirees, this may actually be one of the most dangerous environments in years. In this episode, Josh explains why booming markets don’t automatically mean financial safety, how portfolio concentration and the sequence of returns can quietly threaten retirement income, and why income planning matters more than account balance alone. If you’re retired or approaching retirement, this conversation could completely change how you think about your money.

Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going!

]]> 1012 no Retire Smart: Why Waiting Could Transform Your Financial Future Are you thinking about retiring in 2026? Before you hand in your laptop, there are critical financial factors to consider. In this episode, Josh breaks down why delaying retirement (even by just a year or two) can dramatically improve your financial security. We'll also discuss key considerations including cash flow planning, Social Security strategies, healthcare costs, market volatility, and tax implications. Whether you’re mapping out your dream retirement or just curious about the smartest timing for stepping away from work, this episode will give you actionable insights to retire with confidence and peace of mind. Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going! Fri, 19 Dec 2025 21:09:00 -0000 full Josh Jalinski Are you thinking about retiring in 2026? Before you hand in your laptop, there are critical financial factors to consider. In this episode, Josh breaks down why delaying retirement (even by just a year or two) can dramatically improve your financial security. We'll also discuss key considerations including cash flow planning, Social Security strategies, healthcare costs, market volatility, and tax implications. Whether you’re mapping out your dream retirement or just curious about the smartest timing for stepping away from work, this episode will give you actionable insights to retire with confidence and peace of mind. Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going! Are you thinking about retiring in 2026? Before you hand in your laptop, there are critical financial factors to consider. In this episode, Josh breaks down why delaying retirement (even by just a year or two) can dramatically improve your financial security.

We'll also discuss key considerations including cash flow planning, Social Security strategies, healthcare costs, market volatility, and tax implications. Whether you’re mapping out your dream retirement or just curious about the smartest timing for stepping away from work, this episode will give you actionable insights to retire with confidence and peace of mind.

Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going!

]]> 777 no Left in the Dark: The Financial Mistake Couples Can’t Afford to Make When one spouse controls the finances and the other zones out, the consequences can be devastating. In this episode, Josh reveals why financial secrecy puts couples at risk both emotionally and financially, and how shared transparency can protect both your relationship and your retirement. We also discuss how “financial infidelity” destroys trust, and lay out practical steps couples can take right now to protect the surviving spouse, strengthen communication, and build true financial security together. Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going! Wed, 17 Dec 2025 19:38:00 -0000 full Josh Jalinski When one spouse controls the finances and the other zones out, the consequences can be devastating. In this episode, Josh reveals why financial secrecy puts couples at risk both emotionally and financially, and how shared transparency can protect both your relationship and your retirement. We also discuss how “financial infidelity” destroys trust, and lay out practical steps couples can take right now to protect the surviving spouse, strengthen communication, and build true financial security together. Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going! When one spouse controls the finances and the other zones out, the consequences can be devastating. In this episode, Josh reveals why financial secrecy puts couples at risk both emotionally and financially, and how shared transparency can protect both your relationship and your retirement. We also discuss how “financial infidelity” destroys trust, and lay out practical steps couples can take right now to protect the surviving spouse, strengthen communication, and build true financial security together.

Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going!

]]> 1136 no The Biggest Estate Planning Mistakes and How to Avoid Them Estate planning isn’t just for the wealthy, it’s for anyone who wants to protect what they’ve built. Josh is breaking down 13 essential estate planning moves that can shield your family from unnecessary taxes, lawsuits, probate, and even financial disaster. Whether you’re married, single, retired, or still building your wealth, this episode offers critical guidance to ensure your wishes are honored and your loved ones stay protected. Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going! Tue, 09 Dec 2025 15:04:00 -0000 full Josh Jalinski Estate planning isn’t just for the wealthy, it’s for anyone who wants to protect what they’ve built. Josh is breaking down 13 essential estate planning moves that can shield your family from unnecessary taxes, lawsuits, probate, and even financial disaster. Whether you’re married, single, retired, or still building your wealth, this episode offers critical guidance to ensure your wishes are honored and your loved ones stay protected. Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going! Estate planning isn’t just for the wealthy, it’s for anyone who wants to protect what they’ve built. Josh is breaking down 13 essential estate planning moves that can shield your family from unnecessary taxes, lawsuits, probate, and even financial disaster. Whether you’re married, single, retired, or still building your wealth, this episode offers critical guidance to ensure your wishes are honored and your loved ones stay protected.

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]]> 1796 no The Millennial Debt Spiral: Causes, Consequences, and Solutions Millennial debt has quietly surged, and many people would rather talk about their weight or politics than their balances. Josh digs into the psychology behind money shame, why overspending feels so normal, and the simple behavioral strategies that can transform your financial life. If you’re feeling overwhelmed, this conversation will give you clarity, confidence, and a real plan to move forward. Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going! Wed, 03 Dec 2025 16:38:00 -0000 full Josh Jalinski Millennial debt has quietly surged, and many people would rather talk about their weight or politics than their balances. Josh digs into the psychology behind money shame, why overspending feels so normal, and the simple behavioral strategies that can transform your financial life. If you’re feeling overwhelmed, this conversation will give you clarity, confidence, and a real plan to move forward. Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going! Millennial debt has quietly surged, and many people would rather talk about their weight or politics than their balances. Josh digs into the psychology behind money shame, why overspending feels so normal, and the simple behavioral strategies that can transform your financial life. If you’re feeling overwhelmed, this conversation will give you clarity, confidence, and a real plan to move forward.

Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going!

]]> 1308 no Consistency Over Perfection: The Real Secret to Building Wealth If you’ve ever tried (and failed) to stick to the “perfect budget,” you’re not alone. Today Josh dives into why perfectionism ruins more financial plans than bad investments, and how real people succeed by being consistent instead. We're talking about why old-school envelope budgeting still works, how to avoid lifestyle creep, and why paying yourself first beats any complicated system. This is a fun, practical conversation about money habits, discipline, and the psychology of wealth perfect for anyone looking to clean up their finances without overhauling their entire life. Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going! Fri, 28 Nov 2025 20:21:00 -0000 full Josh Jalinski If you’ve ever tried (and failed) to stick to the “perfect budget,” you’re not alone. Today Josh dives into why perfectionism ruins more financial plans than bad investments, and how real people succeed by being consistent instead. We're talking about why old-school envelope budgeting still works, how to avoid lifestyle creep, and why paying yourself first beats any complicated system. This is a fun, practical conversation about money habits, discipline, and the psychology of wealth perfect for anyone looking to clean up their finances without overhauling their entire life. Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going! If you’ve ever tried (and failed) to stick to the “perfect budget,” you’re not alone. Today Josh dives into why perfectionism ruins more financial plans than bad investments, and how real people succeed by being consistent instead. We're talking about why old-school envelope budgeting still works, how to avoid lifestyle creep, and why paying yourself first beats any complicated system. This is a fun, practical conversation about money habits, discipline, and the psychology of wealth perfect for anyone looking to clean up their finances without overhauling their entire life.

Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going!

]]> 1565 no The Pay Yourself Rule: Creating Your Own Retirement Paycheck Today Josh is explaining the Pay Yourself Rule: a simple framework for turning your nest egg into a reliable retirement paycheck. Learn how to automate income, avoid costly mistakes, and protect your savings from market volatility, all while building a plan that supports both your needs and your lifestyle goals. Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going! Tue, 25 Nov 2025 21:38:00 -0000 full Josh Jalinski Today Josh is explaining the Pay Yourself Rule: a simple framework for turning your nest egg into a reliable retirement paycheck. Learn how to automate income, avoid costly mistakes, and protect your savings from market volatility, all while building a plan that supports both your needs and your lifestyle goals. Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going! Today Josh is explaining the Pay Yourself Rule: a simple framework for turning your nest egg into a reliable retirement paycheck. Learn how to automate income, avoid costly mistakes, and protect your savings from market volatility, all while building a plan that supports both your needs and your lifestyle goals.

Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going!

]]> 1038 no Why Your Taxes Might Increase in Retirement — and Potential Solutions From RMDs and Roth conversions to Medicare IRMAA and year-end bonuses, Josh is breaking down how simple income decisions can trigger thousands in extra taxes, and how to avoid it. If you're 5–10 years from retirement and want to keep more of what you’ve earned... You don't want to miss this. Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going! Wed, 19 Nov 2025 15:47:00 -0000 full Josh Jalinski From RMDs and Roth conversions to Medicare IRMAA and year-end bonuses, Josh is breaking down how simple income decisions can trigger thousands in extra taxes, and how to avoid it. If you're 5–10 years from retirement and want to keep more of what you’ve earned... You don't want to miss this. Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going! From RMDs and Roth conversions to Medicare IRMAA and year-end bonuses, Josh is breaking down how simple income decisions can trigger thousands in extra taxes, and how to avoid it. If you're 5–10 years from retirement and want to keep more of what you’ve earned... You don't want to miss this.

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]]> 1736 no The Hidden Tax Advantages of Real Estate Investing Real estate remains one of the most powerful long-term wealth strategies. Josh breaks down how leverage, depreciation, and 1031 exchanges can help you grow faster, pay less in taxes, and protect against inflation... Plus, the common mistakes investors make. Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going! Tue, 11 Nov 2025 17:34:00 -0000 full Josh Jalinski Real estate remains one of the most powerful long-term wealth strategies. Josh breaks down how leverage, depreciation, and 1031 exchanges can help you grow faster, pay less in taxes, and protect against inflation... Plus, the common mistakes investors make. Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going! Real estate remains one of the most powerful long-term wealth strategies. Josh breaks down how leverage, depreciation, and 1031 exchanges can help you grow faster, pay less in taxes, and protect against inflation... Plus, the common mistakes investors make.

Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going!

]]> 2601 Retire at 45? The FIRE Movement Myths No One Talks About You always hear talk about retiring early... but is it actually realistic? From savings rates and side hustles to emotional readiness and the risk of post-retirement depression, Josh explores the pros and cons of the FIRE movement, and blind spots people forget to plan for. Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going! Tue, 04 Nov 2025 17:08:00 -0000 full Josh Jalinski You always hear talk about retiring early... but is it actually realistic? From savings rates and side hustles to emotional readiness and the risk of post-retirement depression, Josh explores the pros and cons of the FIRE movement, and blind spots people forget to plan for. Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going! You always hear talk about retiring early... but is it actually realistic? From savings rates and side hustles to emotional readiness and the risk of post-retirement depression, Josh explores the pros and cons of the FIRE movement, and blind spots people forget to plan for.

Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going!

]]> 1868 no Safety, Income, Growth: Building a Smarter Retirement Plan 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. Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going! Thu, 30 Oct 2025 20:40:00 -0000 full Josh Jalinski 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. Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going! 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.

Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going!

]]> 1293 no Millionaire Habits: The Real Keys to Retiring Early Can the average person really retire early, or is that dream reserved for the ultra-wealthy? Josh breaks down some of the habits self-made millionaires use to achieve financial freedom ahead of schedule. From keeping housing and car costs low to cooking at home and minimizing student debt, we discuss how small lifestyle choices can add up to millions over time. Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going! Fri, 24 Oct 2025 19:56:00 -0000 full Josh Jalinski Can the average person really retire early, or is that dream reserved for the ultra-wealthy? Josh breaks down some of the habits self-made millionaires use to achieve financial freedom ahead of schedule. From keeping housing and car costs low to cooking at home and minimizing student debt, we discuss how small lifestyle choices can add up to millions over time. Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going! Can the average person really retire early, or is that dream reserved for the ultra-wealthy? Josh breaks down some of the habits self-made millionaires use to achieve financial freedom ahead of schedule. From keeping housing and car costs low to cooking at home and minimizing student debt, we discuss how small lifestyle choices can add up to millions over time.

Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going!

]]> 1843 Gold Rush 2.0: Is Your Money Losing Value? Gold is soaring, Bitcoin’s booming, and confidence in the dollar is slipping... So what does that mean for your money and your legacy? Josh breaks down the new “debasement trade,” why investors are fleeing fiat currency, and how everyday savers can protect their wealth through smart diversification. From gold ETFs to digital assets and balanced portfolios, learn how to build an anti-fragile plan that weathers inflation and uncertainty. Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going! Wed, 22 Oct 2025 18:20:00 -0000 full Josh Jalinski Gold is soaring, Bitcoin’s booming, and confidence in the dollar is slipping... So what does that mean for your money and your legacy? Josh breaks down the new “debasement trade,” why investors are fleeing fiat currency, and how everyday savers can protect their wealth through smart diversification. From gold ETFs to digital assets and balanced portfolios, learn how to build an anti-fragile plan that weathers inflation and uncertainty. Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going! Gold is soaring, Bitcoin’s booming, and confidence in the dollar is slipping... So what does that mean for your money and your legacy? Josh breaks down the new “debasement trade,” why investors are fleeing fiat currency, and how everyday savers can protect their wealth through smart diversification. From gold ETFs to digital assets and balanced portfolios, learn how to build an anti-fragile plan that weathers inflation and uncertainty.

Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going!

]]> 2054 Permission to Spend: How to Enjoy Retirement Without the Guilt Today we're tackling one of retirement’s biggest challenges: giving yourself permission to actually enjoy your money. From clients afraid to spend, to strategies for balancing growth with security, Josh breaks down how to shift from saving to living. Discover how a real financial plan can help you spend confidently, protect your legacy, and make your retirement truly rewarding. Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going! Tue, 14 Oct 2025 21:32:00 -0000 full Josh Jalinski Today we're tackling one of retirement’s biggest challenges: giving yourself permission to actually enjoy your money. From clients afraid to spend, to strategies for balancing growth with security, Josh breaks down how to shift from saving to living. Discover how a real financial plan can help you spend confidently, protect your legacy, and make your retirement truly rewarding. Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going! Today we're tackling one of retirement’s biggest challenges: giving yourself permission to actually enjoy your money. From clients afraid to spend, to strategies for balancing growth with security, Josh breaks down how to shift from saving to living. Discover how a real financial plan can help you spend confidently, protect your legacy, and make your retirement truly rewarding.

Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going!

]]> 2769 no Smart Social Security Moves & What Every Generation Can Learn About Investing We're diving into two powerful conversations that every listener can relate to: how to retire confidently and how to invest wisely, no matter your age. Josh tackles real-life retirement planning, how to decide when to take Social Security, how to balance taxes and income, and what Boomers, Gen X, Millennials, and Gen Z can teach each other about building wealth. Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going! Tue, 07 Oct 2025 16:33:00 -0000 full Josh Jalinski We're diving into two powerful conversations that every listener can relate to: how to retire confidently and how to invest wisely, no matter your age. Josh tackles real-life retirement planning, how to decide when to take Social Security, how to balance taxes and income, and what Boomers, Gen X, Millennials, and Gen Z can teach each other about building wealth. Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going! We're diving into two powerful conversations that every listener can relate to: how to retire confidently and how to invest wisely, no matter your age. Josh tackles real-life retirement planning, how to decide when to take Social Security, how to balance taxes and income, and what Boomers, Gen X, Millennials, and Gen Z can teach each other about building wealth.

Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going!

]]> 1658 no 4 Money Habits to Skip in Your 20s (and What to Do Instead) Today we're uncovering the costly habits that can derail your finances in your twenties, and how avoiding them can set you up for long-term success. From lifestyle creep and convenience spending to housing choices and travel trade-offs, Josh shares the strategies he used to build wealth early, along with timeless lessons on compounding and delayed gratification. Whether you’re in your twenties now, or guiding kids and grandkids through theirs, these insights can help anyone build a stronger financial foundation. Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going! Tue, 30 Sep 2025 14:33:00 -0000 full Josh Jalinski Today we're uncovering the costly habits that can derail your finances in your twenties, and how avoiding them can set you up for long-term success. From lifestyle creep and convenience spending to housing choices and travel trade-offs, Josh shares the strategies he used to build wealth early, along with timeless lessons on compounding and delayed gratification. Whether you’re in your twenties now, or guiding kids and grandkids through theirs, these insights can help anyone build a stronger financial foundation. Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going! Today we're uncovering the costly habits that can derail your finances in your twenties, and how avoiding them can set you up for long-term success. From lifestyle creep and convenience spending to housing choices and travel trade-offs, Josh shares the strategies he used to build wealth early, along with timeless lessons on compounding and delayed gratification. Whether you’re in your twenties now, or guiding kids and grandkids through theirs, these insights can help anyone build a stronger financial foundation.

Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going!

]]> 1673 no The Fed Cuts Rates: What It Really Means for Your Money Rates are down, but the story isn’t as simple as cheaper mortgages. Josh is unpacking the Fed’s latest cut, explaining how it ripples through savings accounts, credit cards, housing, retirement planning and more. From refinancing to locking in higher yields, find out how to adjust your financial strategy before the window closes. Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going! Fri, 26 Sep 2025 18:58:00 -0000 full Josh Jalinski Rates are down, but the story isn’t as simple as cheaper mortgages. Josh is unpacking the Fed’s latest cut, explaining how it ripples through savings accounts, credit cards, housing, retirement planning and more. From refinancing to locking in higher yields, find out how to adjust your financial strategy before the window closes. Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going! Rates are down, but the story isn’t as simple as cheaper mortgages. Josh is unpacking the Fed’s latest cut, explaining how it ripples through savings accounts, credit cards, housing, retirement planning and more. From refinancing to locking in higher yields, find out how to adjust your financial strategy before the window closes.

Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going!

]]> 2316 no Retirement Risk: The New Frontier of 401(k) Investing We're taking a dive into an executive order shaking up 401(k) plans, exploring the risks and rewards of adding crypto, private equity, and hedge funds to retirement portfolios. Josh also breaks down the implications of a major AI infrastructure deal and what it signals for investors. Plus, with $7 trillion sitting in money market funds, Josh explains why cash might be a trap, and how long-term investors can position themselves for the next market rally. Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going! Tue, 23 Sep 2025 18:11:00 -0000 full Josh Jalinski We're taking a dive into an executive order shaking up 401(k) plans, exploring the risks and rewards of adding crypto, private equity, and hedge funds to retirement portfolios. Josh also breaks down the implications of a major AI infrastructure deal and what it signals for investors. Plus, with $7 trillion sitting in money market funds, Josh explains why cash might be a trap, and how long-term investors can position themselves for the next market rally. Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going! We're taking a dive into an executive order shaking up 401(k) plans, exploring the risks and rewards of adding crypto, private equity, and hedge funds to retirement portfolios. Josh also breaks down the implications of a major AI infrastructure deal and what it signals for investors. Plus, with $7 trillion sitting in money market funds, Josh explains why cash might be a trap, and how long-term investors can position themselves for the next market rally.

Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going!

]]> 1084 no Why Do So Many Americans Feel Broke? A new survey shows that one in three Americans feel worse off financially than a year ago. From rising housing costs to growing debt and the cultural shift toward frugality, Josh explores why financial stress is climbing and how financial literacy (and a return to practical money habits) can help families fight back. Plus, Josh shares his insights on emergency funds, the housing crunch, and why countercultural approaches to money may be the key to resilience. Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going! Fri, 19 Sep 2025 07:07:00 -0000 full Josh Jalinski A new survey shows that one in three Americans feel worse off financially than a year ago. From rising housing costs to growing debt and the cultural shift toward frugality, Josh explores why financial stress is climbing and how financial literacy (and a return to practical money habits) can help families fight back. Plus, Josh shares his insights on emergency funds, the housing crunch, and why countercultural approaches to money may be the key to resilience. Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going! A new survey shows that one in three Americans feel worse off financially than a year ago. From rising housing costs to growing debt and the cultural shift toward frugality, Josh explores why financial stress is climbing and how financial literacy (and a return to practical money habits) can help families fight back. Plus, Josh shares his insights on emergency funds, the housing crunch, and why countercultural approaches to money may be the key to resilience.

Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going!

]]> 2508 no From Tech Boom to Retirement Bills: Are You Ready? What's to make of the latest economic signals? From blockbuster tech earnings and shaky market breadth to rising healthcare costs in retirement, Josh is covering it all. Learn what sectors may thrive if growth slows, how to prepare your portfolio for seasonal weakness, and why planning ahead for medical expenses could be just as important as saving for retirement itself. Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going! Mon, 15 Sep 2025 18:28:00 -0000 full Josh Jalinski What's to make of the latest economic signals? From blockbuster tech earnings and shaky market breadth to rising healthcare costs in retirement, Josh is covering it all. Learn what sectors may thrive if growth slows, how to prepare your portfolio for seasonal weakness, and why planning ahead for medical expenses could be just as important as saving for retirement itself. Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going! What's to make of the latest economic signals? From blockbuster tech earnings and shaky market breadth to rising healthcare costs in retirement, Josh is covering it all. Learn what sectors may thrive if growth slows, how to prepare your portfolio for seasonal weakness, and why planning ahead for medical expenses could be just as important as saving for retirement itself.

Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going!

]]> 964 no Buy Now or Wait? Real Estate in a Shifting Market If you've been hesitant on buying real estate because of the housing market, you'll want to listen to this episode, as we tackle one of today’s biggest money questions: should you buy a home now or wait for prices to cool? Josh breaks down how regional housing trends, mortgage rates, and supply shortages shape affordability, and why real estate is never a one-size-fits-all decision! Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going! Mon, 08 Sep 2025 21:13:00 -0000 full Josh Jalinski If you've been hesitant on buying real estate because of the housing market, you'll want to listen to this episode, as we tackle one of today’s biggest money questions: should you buy a home now or wait for prices to cool? Josh breaks down how regional housing trends, mortgage rates, and supply shortages shape affordability, and why real estate is never a one-size-fits-all decision! Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going! If you've been hesitant on buying real estate because of the housing market, you'll want to listen to this episode, as we tackle one of today’s biggest money questions: should you buy a home now or wait for prices to cool? Josh breaks down how regional housing trends, mortgage rates, and supply shortages shape affordability, and why real estate is never a one-size-fits-all decision!

Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going!

]]> 1112 no The Retail Trading Boom: Bubble or Breakthrough? Retail traders are reshaping Wall Street, AI-driven tools are fueling market momentum, and margin debt has crossed $1 trillion... But is this bullish enthusiasm or the next bubble in the making? Josh breaks down what’s behind the surge, the risks of leveraged trading, and why human judgment still matters in an AI-driven investing world. Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going! Tue, 26 Aug 2025 20:21:00 -0000 full Josh Jalinski Retail traders are reshaping Wall Street, AI-driven tools are fueling market momentum, and margin debt has crossed $1 trillion... But is this bullish enthusiasm or the next bubble in the making? Josh breaks down what’s behind the surge, the risks of leveraged trading, and why human judgment still matters in an AI-driven investing world. Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going! Retail traders are reshaping Wall Street, AI-driven tools are fueling market momentum, and margin debt has crossed $1 trillion... But is this bullish enthusiasm or the next bubble in the making? Josh breaks down what’s behind the surge, the risks of leveraged trading, and why human judgment still matters in an AI-driven investing world.

Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going!

]]> 1144 no Everyday Habits That Build Extraordinary Wealth Do you know an “everyday millionaire”? Someone who built financial independence through simple habits like saving consistently, driving modest cars, and resisting the pressure to keep up with the Joneses? Today Josh is unpacking the real path to wealth: not windfalls, not luck, but steady discipline. Plus, Josh turns to the next generation, sharing practical ways to teach kids about money, gratitude, and negotiation, from the envelope method to real-world lessons like estate sales and Roth IRAs for teens. Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going! Thu, 21 Aug 2025 17:28:00 -0000 full Josh Jalinski Do you know an “everyday millionaire”? Someone who built financial independence through simple habits like saving consistently, driving modest cars, and resisting the pressure to keep up with the Joneses? Today Josh is unpacking the real path to wealth: not windfalls, not luck, but steady discipline. Plus, Josh turns to the next generation, sharing practical ways to teach kids about money, gratitude, and negotiation, from the envelope method to real-world lessons like estate sales and Roth IRAs for teens. Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going! Do you know an “everyday millionaire”? Someone who built financial independence through simple habits like saving consistently, driving modest cars, and resisting the pressure to keep up with the Joneses? Today Josh is unpacking the real path to wealth: not windfalls, not luck, but steady discipline. Plus, Josh turns to the next generation, sharing practical ways to teach kids about money, gratitude, and negotiation, from the envelope method to real-world lessons like estate sales and Roth IRAs for teens.

Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going!

]]> 1923 no Making Your Money Work for You in Retirement From dividend stocks to reverse mortgages, annuities, and even little-known strategies like Qualified Longevity Annuity Contracts, Josh breaks down 11 ways to turn your nest egg into steady paychecks for life. Plus, we debunk reverse mortgage myths and share tips to maximize income, reduce taxes, and secure your retirement future. Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going! Wed, 13 Aug 2025 20:31:00 -0000 full Josh Jalinski From dividend stocks to reverse mortgages, annuities, and even little-known strategies like Qualified Longevity Annuity Contracts, Josh breaks down 11 ways to turn your nest egg into steady paychecks for life. Plus, we debunk reverse mortgage myths and share tips to maximize income, reduce taxes, and secure your retirement future. Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going! From dividend stocks to reverse mortgages, annuities, and even little-known strategies like Qualified Longevity Annuity Contracts, Josh breaks down 11 ways to turn your nest egg into steady paychecks for life. Plus, we debunk reverse mortgage myths and share tips to maximize income, reduce taxes, and secure your retirement future.

Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going!


]]> 2571 no Why the Fed’s Next Move Could Shake Your 401(k) With sharp revisions to the May and June jobs reports and growing pressure for rate cuts, Josh dissects what this could mean for interest rates, inflation, and your portfolio. Josh also explores why President Trump might be trying to shift blame ahead of a possible downturn, critiques the Federal Reserve’s role in the economy, and the discussion turns toward strategies to protect your retirement nest egg. Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going! Thu, 07 Aug 2025 18:30:00 -0000 full Josh Jalinski With sharp revisions to the May and June jobs reports and growing pressure for rate cuts, Josh dissects what this could mean for interest rates, inflation, and your portfolio. Josh also explores why President Trump might be trying to shift blame ahead of a possible downturn, critiques the Federal Reserve’s role in the economy, and the discussion turns toward strategies to protect your retirement nest egg. Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going! With sharp revisions to the May and June jobs reports and growing pressure for rate cuts, Josh dissects what this could mean for interest rates, inflation, and your portfolio. Josh also explores why President Trump might be trying to shift blame ahead of a possible downturn, critiques the Federal Reserve’s role in the economy, and the discussion turns toward strategies to protect your retirement nest egg.

Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going!

]]> 2726 no Is It Time to Let Your Financial Hair Down? From smart retirement planning to the realities of car leasing, Josh is covering it all. He does a deep dive into how strategic income planning can slash your tax bill in retirement and even shares practical tips on stretching IRA benefits, the pros and cons of leasing vs. owning a car, and how real estate investments can play a role in tax strategy. And is the Tesla Cybertruck worth the hype? Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going! Tue, 05 Aug 2025 20:31:00 -0000 full Josh Jalinski From smart retirement planning to the realities of car leasing, Josh is covering it all. He does a deep dive into how strategic income planning can slash your tax bill in retirement and even shares practical tips on stretching IRA benefits, the pros and cons of leasing vs. owning a car, and how real estate investments can play a role in tax strategy. And is the Tesla Cybertruck worth the hype? Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going! From smart retirement planning to the realities of car leasing, Josh is covering it all. He does a deep dive into how strategic income planning can slash your tax bill in retirement and even shares practical tips on stretching IRA benefits, the pros and cons of leasing vs. owning a car, and how real estate investments can play a role in tax strategy. And is the Tesla Cybertruck worth the hype?

Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going!

]]> 2757 no Retirement Mistakes You Can’t Afford to Make Breaking down the surprising ways retirees can optimize income and reduce taxes in light of the new “One Big Beautiful Bill.” From the real value of annuities and dividend strategies to decoding the new senior deduction, Josh brings clarity to the confusing world of retirement planning. Plus, hear his hot takes on Trump’s latest EU trade moves, the myth of the 4% rule, and the latest two-minute drill on risk tolerance and smart investing as life expectancy grows! Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going! Fri, 01 Aug 2025 15:00:00 -0000 full Josh Jalinski Breaking down the surprising ways retirees can optimize income and reduce taxes in light of the new “One Big Beautiful Bill.” From the real value of annuities and dividend strategies to decoding the new senior deduction, Josh brings clarity to the confusing world of retirement planning. Plus, hear his hot takes on Trump’s latest EU trade moves, the myth of the 4% rule, and the latest two-minute drill on risk tolerance and smart investing as life expectancy grows! Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going! Breaking down the surprising ways retirees can optimize income and reduce taxes in light of the new “One Big Beautiful Bill.” From the real value of annuities and dividend strategies to decoding the new senior deduction, Josh brings clarity to the confusing world of retirement planning. Plus, hear his hot takes on Trump’s latest EU trade moves, the myth of the 4% rule, and the latest two-minute drill on risk tolerance and smart investing as life expectancy grows!

Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going!

]]> 2475 no What Are Meme Stocks? An In-Depth Look at Trendy Investing From choosing between term and whole life insurance to deciding whether to rent or buy, Josh breaks down real-life scenarios and offers practical tips. He also discusses meme stocks vs. 401(k)s, the value of working with a financial advisor, and the overlooked risks in estate planning. Plus, learn about Roth conversion strategies, protecting your wealth, and how to align your investments with your values. Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going! Tue, 29 Jul 2025 18:00:00 -0000 full Josh Jalinski From choosing between term and whole life insurance to deciding whether to rent or buy, Josh breaks down real-life scenarios and offers practical tips. He also discusses meme stocks vs. 401(k)s, the value of working with a financial advisor, and the overlooked risks in estate planning. Plus, learn about Roth conversion strategies, protecting your wealth, and how to align your investments with your values. Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going! From choosing between term and whole life insurance to deciding whether to rent or buy, Josh breaks down real-life scenarios and offers practical tips. He also discusses meme stocks vs. 401(k)s, the value of working with a financial advisor, and the overlooked risks in estate planning. Plus, learn about Roth conversion strategies, protecting your wealth, and how to align your investments with your values.

Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going!

]]> 2376 no How to Think Like a Smart Investor in the Age of AI and Bitcoin Is President Trump’s $92 billion AI and energy initiative a visionary investment, or a fiscal time bomb? Josh breaks down what the AI investment plan could mean for tech, energy, and your portfolio. Plus, Josh tackles the rise of Bitcoin ETFs, explains what actually backs crypto, and shares key lessons from Gene Hackman’s estate mess on why proper planning matters. Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going! Fri, 25 Jul 2025 16:35:00 -0000 full Josh Jalinski Is President Trump’s $92 billion AI and energy initiative a visionary investment, or a fiscal time bomb? Josh breaks down what the AI investment plan could mean for tech, energy, and your portfolio. Plus, Josh tackles the rise of Bitcoin ETFs, explains what actually backs crypto, and shares key lessons from Gene Hackman’s estate mess on why proper planning matters. Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going! Is President Trump’s $92 billion AI and energy initiative a visionary investment, or a fiscal time bomb? Josh breaks down what the AI investment plan could mean for tech, energy, and your portfolio.

Plus, Josh tackles the rise of Bitcoin ETFs, explains what actually backs crypto, and shares key lessons from Gene Hackman’s estate mess on why proper planning matters.

Can't get enough of The Financial Quarterback?

Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going!


]]> 2602 no Is the 60/40 Portfolio Dead? Four New Strategies for Retirement Still betting your future on the classic 60/40 portfolio? You might want to rethink that. In this episode of The Financial Quarterback, Josh Jalinski dives into the changing dynamics of retirement planning. With inflation, rising rates, and market volatility reshaping the game, Josh reveals four modern portfolio strategies that go beyond outdated financial rules. Whether you're nearing retirement or just starting to invest smart, this episode delivers a playbook you can actually use. Plus, Josh tackles the high-earner trap: why so many professionals still feel broke—and what to do about it. What You’ll Learn How to create a volatility buffer to protect against market swings What “GSI” (Guaranteed Streams of Income) really means—and how to use it How strategic and tactical allocation differ—and why you might need both Why high earners often feel broke, and how to avoid lifestyle creep Key Topics Discussed Why the 60/40 portfolio is struggling in today’s economy Real-life examples of annuity strategies and income planning Retirement tips for those in their 50s and 60s still building wealth Why your kid’s $450 baseball bat might be wrecking your financial future The emotional side of money—and why “no regrets” planning matters Show Resources The Financial Quarterback – Official Site Retirement Reality Check by Josh Jalinski (Amazon) Thu, 17 Jul 2025 20:52:00 -0000 Is the 60/40 Portfolio Dead? Four New Strategies for Retirement full Josh Jalinski Still betting your future on the classic 60/40 portfolio? You might want to rethink that. In this episode of The Financial Quarterback, Josh Jalinski dives into the changing dynamics of retirement planning. With inflation, rising rates, and market volatility reshaping the game, Josh reveals four modern portfolio strategies that go beyond outdated financial rules. Whether you're nearing retirement or just starting to invest smart, this episode delivers a playbook you can actually use. Plus, Josh tackles the high-earner trap: why so many professionals still feel broke—and what to do about it. What You’ll Learn How to create a volatility buffer to protect against market swings What “GSI” (Guaranteed Streams of Income) really means—and how to use it How strategic and tactical allocation differ—and why you might need both Why high earners often feel broke, and how to avoid lifestyle creep Key Topics Discussed Why the 60/40 portfolio is struggling in today’s economy Real-life examples of annuity strategies and income planning Retirement tips for those in their 50s and 60s still building wealth Why your kid’s $450 baseball bat might be wrecking your financial future The emotional side of money—and why “no regrets” planning matters Show Resources The Financial Quarterback – Official Site Retirement Reality Check by Josh Jalinski (Amazon) Still betting your future on the classic 60/40 portfolio? You might want to rethink that.
In this episode of The Financial Quarterback, Josh Jalinski dives into the changing dynamics of retirement planning. With inflation, rising rates, and market volatility reshaping the game, Josh reveals four modern portfolio strategies that go beyond outdated financial rules. Whether you're nearing retirement or just starting to invest smart, this episode delivers a playbook you can actually use. Plus, Josh tackles the high-earner trap: why so many professionals still feel broke—and what to do about it.


What You’ll Learn

  • How to create a volatility buffer to protect against market swings
  • What “GSI” (Guaranteed Streams of Income) really means—and how to use it
  • How strategic and tactical allocation differ—and why you might need both
  • Why high earners often feel broke, and how to avoid lifestyle creep

Key Topics Discussed

  • Why the 60/40 portfolio is struggling in today’s economy
  • Real-life examples of annuity strategies and income planning
  • Retirement tips for those in their 50s and 60s still building wealth
  • Why your kid’s $450 baseball bat might be wrecking your financial future
  • The emotional side of money—and why “no regrets” planning matters

Show Resources

The Financial Quarterback – Official Site

Retirement Reality Check by Josh Jalinski (Amazon)

]]> 1443 no Big Beautiful Law and how it may affect You In this episode, Josh takes a peek at the new law and provides some insights of how this may affect you and your family. He breaks down the intricacies of the latest tax legislation, the Big Beautiful Bill. He dives into the bill's impact on estate planning, individual taxes, and business provisions, offering practical advice on how to leverage these changes for your financial benefit. Whether you're worried about inflation, frustrated with taxes, or looking to optimize your investments, this podcast will equip you with the knowledge and strategies to help you secure your financial future. Tune in and kick off your financial game plan with Josh Jalinski, the Financial Quarterback. Wed, 09 Jul 2025 11:00:00 -0000 full Josh Jalinski Josh takes a peek at the new law and provides some insights of how this may affect you and your family In this episode, Josh takes a peek at the new law and provides some insights of how this may affect you and your family. He breaks down the intricacies of the latest tax legislation, the Big Beautiful Bill. He dives into the bill's impact on estate planning, individual taxes, and business provisions, offering practical advice on how to leverage these changes for your financial benefit. Whether you're worried about inflation, frustrated with taxes, or looking to optimize your investments, this podcast will equip you with the knowledge and strategies to help you secure your financial future. Tune in and kick off your financial game plan with Josh Jalinski, the Financial Quarterback. In this episode, Josh takes a peek at the new law and provides some insights of how this may affect you and your family. He breaks down the intricacies of the latest tax legislation, the Big Beautiful Bill. He dives into the bill's impact on estate planning, individual taxes, and business provisions, offering practical advice on how to leverage these changes for your financial benefit. Whether you're worried about inflation, frustrated with taxes, or looking to optimize your investments, this podcast will equip you with the knowledge and strategies to help you secure your financial future. Tune in and kick off your financial game plan with Josh Jalinski, the Financial Quarterback.

]]> 2318 no Can Policy Save America’s Aging Population? w/ Teresa Ghilarducci (Economist) What do today’s tax policies really mean for the future of Social Security and retirement? Economist Teresa Ghilarducci joins Josh to break down a wave of new proposals, including the Trump-backed MAGA accounts and tax cuts on tips and Social Security income. Together, they dig into what these changes signal for long-term economic stability, especially for working families and retirees. The two cover the unraveling crisis in long-term care, the decline of sustainable retirement plans, and how Medicaid struggles to fill the gaps. Teresa shares her perspective on the shift away from defined benefit pensions, the rise of 401ks, and why America’s aging population demands a new approach to policy. Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going. For more on Teresa's work, visit her faculty page at The New School and explore her research at the Schwartz Center for Economic Policy Analysis. Wed, 18 Jun 2025 10:00:00 -0000 full Josh Jalinski What do today’s tax policies really mean for the future of Social Security and retirement? Economist Teresa Ghilarducci joins Josh to break down a wave of new proposals, including the Trump-backed MAGA accounts and tax cuts on tips and Social Security income. Together, they dig into what these changes signal for long-term economic stability, especially for working families and retirees. The two cover the unraveling crisis in long-term care, the decline of sustainable retirement plans, and how Medicaid struggles to fill the gaps. Teresa shares her perspective on the shift away from defined benefit pensions, the rise of 401ks, and why America’s aging population demands a new approach to policy. Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going. For more on Teresa's work, visit her faculty page at The New School and explore her research at the Schwartz Center for Economic Policy Analysis. What do today’s tax policies really mean for the future of Social Security and retirement? Economist Teresa Ghilarducci joins Josh to break down a wave of new proposals, including the Trump-backed MAGA accounts and tax cuts on tips and Social Security income. Together, they dig into what these changes signal for long-term economic stability, especially for working families and retirees.

The two cover the unraveling crisis in long-term care, the decline of sustainable retirement plans, and how Medicaid struggles to fill the gaps. Teresa shares her perspective on the shift away from defined benefit pensions, the rise of 401ks, and why America’s aging population demands a new approach to policy.

Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going.

For more on Teresa's work, visit her faculty page at The New School and explore her research at the Schwartz Center for Economic Policy Analysis.

]]> 3682 no Gold, Uranium, and Global Escape Routes w/ Doug Casey (International Man) What happens when you stop thinking nationally and start thinking globally? Josh sits down with legendary investor and bestselling author Doug Casey for a conversation that spans borders, currencies, and ideologies. Doug shares his journey from early investment risk-taker to global citizen, offering sharp takes on the future of bitcoin, the real value of gold and uranium, and how to think clearly in times of political and financial chaos. He challenges conventional wisdom on education, warns of creeping government overreach, and makes the case for why your passport might be your most important financial tool. Can’t get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going! Check out more of Doug’s work at Internationalman.com and listen to Doug Casey’s Take wherever you get your podcasts. Wed, 11 Jun 2025 10:00:00 -0000 full Josh Jalinski What happens when you stop thinking nationally and start thinking globally? Josh sits down with legendary investor and bestselling author Doug Casey for a conversation that spans borders, currencies, and ideologies. Doug shares his journey from early investment risk-taker to global citizen, offering sharp takes on the future of bitcoin, the real value of gold and uranium, and how to think clearly in times of political and financial chaos. He challenges conventional wisdom on education, warns of creeping government overreach, and makes the case for why your passport might be your most important financial tool. Can’t get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going! Check out more of Doug’s work at Internationalman.com and listen to Doug Casey’s Take wherever you get your podcasts. What happens when you stop thinking nationally and start thinking globally? Josh sits down with legendary investor and bestselling author Doug Casey for a conversation that spans borders, currencies, and ideologies.

Doug shares his journey from early investment risk-taker to global citizen, offering sharp takes on the future of bitcoin, the real value of gold and uranium, and how to think clearly in times of political and financial chaos. He challenges conventional wisdom on education, warns of creeping government overreach, and makes the case for why your passport might be your most important financial tool.

Can’t get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going!

Check out more of Doug’s work at Internationalman.com and listen to Doug Casey’s Take wherever you get your podcasts.

]]> 3330 no From Football Star to Self-Made Investor w/ Former NFL Safety Glover Quin What does it take to walk away from the NFL on your own terms, financially and personally? Josh sits down with former NFL safety Glover Quin for a wide-ranging conversation about football, money, and building a life after the league. From growing up in Mississippi to leading the Detroit Lions defense, Glover shares the mindset that helped him live on just 30% of his NFL salary, invest wisely, and avoid the financial pitfalls that trap so many athletes. They talk about the emotional toll of retirement, the power of long-term planning, and what it means to find purpose beyond the game. Glover opens up about the strategies that worked, the ones that didn’t, and how he’s redefining success as an entrepreneur and family man. Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going! Explore Glover Quin’s framing work at gqframes.com, and follow them on Instagram @gqframes. Wed, 04 Jun 2025 10:00:00 -0000 full Josh Jalinski What does it take to walk away from the NFL on your own terms, financially and personally? Josh sits down with former NFL safety Glover Quin for a wide-ranging conversation about football, money, and building a life after the league. From growing up in Mississippi to leading the Detroit Lions defense, Glover shares the mindset that helped him live on just 30% of his NFL salary, invest wisely, and avoid the financial pitfalls that trap so many athletes. They talk about the emotional toll of retirement, the power of long-term planning, and what it means to find purpose beyond the game. Glover opens up about the strategies that worked, the ones that didn’t, and how he’s redefining success as an entrepreneur and family man. Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going! Explore Glover Quin’s framing work at gqframes.com, and follow them on Instagram @gqframes. What does it take to walk away from the NFL on your own terms, financially and personally? Josh sits down with former NFL safety Glover Quin for a wide-ranging conversation about football, money, and building a life after the league. From growing up in Mississippi to leading the Detroit Lions defense, Glover shares the mindset that helped him live on just 30% of his NFL salary, invest wisely, and avoid the financial pitfalls that trap so many athletes.

They talk about the emotional toll of retirement, the power of long-term planning, and what it means to find purpose beyond the game. Glover opens up about the strategies that worked, the ones that didn’t, and how he’s redefining success as an entrepreneur and family man.

Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going!


Explore Glover Quin’s framing work at gqframes.com, and follow them on Instagram @gqframes.

]]> 5133 no LIVE RADIO SHOW: The Hidden Price of Social Security, Stealth Taxes, and Bitcoin in Your Plan + Listener Q&A! What’s really eating away at your Social Security check? In this live radio show, Josh breaks down how Social Security gets taxed, why so many retirees get caught off guard, and what you can do to protect your income. He explains the history of the program, the rise of stealth taxes, and how proposed policies could reshape your retirement. Along the way, callers weigh in with questions about Roth conversions, annuities, bitcoin, and more, giving Josh a chance to connect the dots between retirement strategy and real financial concerns. Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going! Mon, 02 Jun 2025 10:00:00 -0000 full Josh Jalinski What’s really eating away at your Social Security check? In this live radio show, Josh breaks down how Social Security gets taxed, why so many retirees get caught off guard, and what you can do to protect your income. He explains the history of the program, the rise of stealth taxes, and how proposed policies could reshape your retirement. Along the way, callers weigh in with questions about Roth conversions, annuities, bitcoin, and more, giving Josh a chance to connect the dots between retirement strategy and real financial concerns. Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going! What’s really eating away at your Social Security check? In this live radio show, Josh breaks down how Social Security gets taxed, why so many retirees get caught off guard, and what you can do to protect your income. He explains the history of the program, the rise of stealth taxes, and how proposed policies could reshape your retirement.

Along the way, callers weigh in with questions about Roth conversions, annuities, bitcoin, and more, giving Josh a chance to connect the dots between retirement strategy and real financial concerns.


Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going!

]]> 6534 no Ep 63 – 13 Rules That Set the Foundation for Wealth What are the rules that separate financial stability from chaos? Josh breaks down 13 guiding principles that help shape stronger habits, smarter decisions, and a more durable approach to money. It’s about clarity, consistency, and knowing which rules actually matter. Then in Extra Points, Josh weighs in on Mississippi’s push to eliminate state income tax and what that move could mean for your planning. Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going! Wed, 28 May 2025 10:00:00 -0000 full Josh Jalinski What are the rules that separate financial stability from chaos? Josh breaks down 13 guiding principles that help shape stronger habits, smarter decisions, and a more durable approach to money. It’s about clarity, consistency, and knowing which rules actually matter. Then in Extra Points, Josh weighs in on Mississippi’s push to eliminate state income tax and what that move could mean for your planning. Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going! What are the rules that separate financial stability from chaos? Josh breaks down 13 guiding principles that help shape stronger habits, smarter decisions, and a more durable approach to money. It’s about clarity, consistency, and knowing which rules actually matter.

Then in Extra Points, Josh weighs in on Mississippi’s push to eliminate state income tax and what that move could mean for your planning.


Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going!

]]> 2275 no Ep 32 - The One-Yard Line of Your Financial Future Are you ready to cross the goal line into retirement? Josh dives into the critical five-year period before retirement, guiding you through essential strategies to secure your financial future. He kicks off with the importance of mapping out retirement goals and emphasizes the benefits of catch-up contributions for those aged 50 and above. Josh then explores the advantages of rolling over old 401(k) plans into IRAs for better investment flexibility, along with the triple tax benefits of Health Savings Accounts (HSAs) for healthcare expenses. Josh tackles Medicare, breaking down the different parts and explaining when to sign up to avoid penalties. He also shares tax-smart strategies like Roth conversions to optimize your retirement savings. Later in the episode, Josh plays a game of "Head to Head," putting retirement strategies to the test. Then in "Extra Points," he compares the best and worst states to retire in based on Bankrate’s latest rankings. 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! Mon, 26 May 2025 09:10:00 -0000 full Josh Jalinski Are you ready to cross the goal line into retirement? Josh dives into the critical five-year period before retirement, guiding you through essential strategies to secure your financial future. He kicks off with the importance of mapping out retirement goals and emphasizes the benefits of catch-up contributions for those aged 50 and above. Josh then explores the advantages of rolling over old 401(k) plans into IRAs for better investment flexibility, along with the triple tax benefits of Health Savings Accounts (HSAs) for healthcare expenses. Josh tackles Medicare, breaking down the different parts and explaining when to sign up to avoid penalties. He also shares tax-smart strategies like Roth conversions to optimize your retirement savings. Later in the episode, Josh plays a game of "Head to Head," putting retirement strategies to the test. Then in "Extra Points," he compares the best and worst states to retire in based on Bankrate’s latest rankings. 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! Are you ready to cross the goal line into retirement? Josh dives into the critical five-year period before retirement, guiding you through essential strategies to secure your financial future. He kicks off with the importance of mapping out retirement goals and emphasizes the benefits of catch-up contributions for those aged 50 and above. Josh then explores the advantages of rolling over old 401(k) plans into IRAs for better investment flexibility, along with the triple tax benefits of Health Savings Accounts (HSAs) for healthcare expenses.


Josh tackles Medicare, breaking down the different parts and explaining when to sign up to avoid penalties. He also shares tax-smart strategies like Roth conversions to optimize your retirement savings. Later in the episode, Josh plays a game of "Head to Head," putting retirement strategies to the test. Then in "Extra Points," he compares the best and worst states to retire in based on Bankrate’s latest rankings.


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!

]]> 2328 no Ep 62 - What Modell’s Got Wrong About the Future of Retail What can the fall of a sporting goods giant teach us about the future of retail? In part two of the e-commerce series, Josh takes on the case of Modell’s and how digital disruption and changing consumer habits reshaped the sporting goods industry. He looks at how companies like Nike pulled ahead by doubling down on digital access and rethinking the in-store experience. Josh also explores how younger shoppers are driving new expectations around convenience, personalization, and tech integration. From augmented reality and voice commerce to automation and blockchain, this episode unpacks the innovations shaping what comes next for retail. Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going! Wed, 21 May 2025 10:00:00 -0000 full Josh Jalinski What can the fall of a sporting goods giant teach us about the future of retail? In part two of the e-commerce series, Josh takes on the case of Modell’s and how digital disruption and changing consumer habits reshaped the sporting goods industry. He looks at how companies like Nike pulled ahead by doubling down on digital access and rethinking the in-store experience. Josh also explores how younger shoppers are driving new expectations around convenience, personalization, and tech integration. From augmented reality and voice commerce to automation and blockchain, this episode unpacks the innovations shaping what comes next for retail. Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going! What can the fall of a sporting goods giant teach us about the future of retail? In part two of the e-commerce series, Josh takes on the case of Modell’s and how digital disruption and changing consumer habits reshaped the sporting goods industry. He looks at how companies like Nike pulled ahead by doubling down on digital access and rethinking the in-store experience.

Josh also explores how younger shoppers are driving new expectations around convenience, personalization, and tech integration. From augmented reality and voice commerce to automation and blockchain, this episode unpacks the innovations shaping what comes next for retail.


Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going!

]]> 2003 no The Real Economics of Pro Sports Today w/ Joe Favorito (Sports Media Strategist) What happens when business, media, and sports collide? Josh sits down with Joe Favorito, one of the most respected voices in sports communications, to break down how the business of sports is evolving and what’s really driving the money behind the games. With decades of experience at the Knicks, WTA, and USTA, Joe brings insight into how organizations build fan loyalty, navigate private equity pressure, and balance financial success with community connection. From NIL deals and athlete financial literacy to the rising cost of live games and the growing momentum around niche sports, Joe shares how storytelling, strategy, and smart positioning are shaping the future. He and Josh explore how technology is changing the way we watch, where the investment opportunities are, and what it takes to build something that lasts. Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going! Check out Joe Favorito's work: 🌐 joefavorito.com Mon, 19 May 2025 10:00:00 -0000 full Josh Jalinski What happens when business, media, and sports collide? Josh sits down with Joe Favorito, one of the most respected voices in sports communications, to break down how the business of sports is evolving and what’s really driving the money behind the games. With decades of experience at the Knicks, WTA, and USTA, Joe brings insight into how organizations build fan loyalty, navigate private equity pressure, and balance financial success with community connection. From NIL deals and athlete financial literacy to the rising cost of live games and the growing momentum around niche sports, Joe shares how storytelling, strategy, and smart positioning are shaping the future. He and Josh explore how technology is changing the way we watch, where the investment opportunities are, and what it takes to build something that lasts. Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going! Check out Joe Favorito's work: 🌐 joefavorito.com What happens when business, media, and sports collide? Josh sits down with Joe Favorito, one of the most respected voices in sports communications, to break down how the business of sports is evolving and what’s really driving the money behind the games. With decades of experience at the Knicks, WTA, and USTA, Joe brings insight into how organizations build fan loyalty, navigate private equity pressure, and balance financial success with community connection.

From NIL deals and athlete financial literacy to the rising cost of live games and the growing momentum around niche sports, Joe shares how storytelling, strategy, and smart positioning are shaping the future. He and Josh explore how technology is changing the way we watch, where the investment opportunities are, and what it takes to build something that lasts.

Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going!


Check out Joe Favorito's work:
🌐 joefavorito.com

]]> 3629 no Ep 61 - Can Small Businesses Survive the E-Commerce Boom? What happens when convenience overtakes connection? Josh explores the explosive rise of e-commerce and what it means for small businesses trying to keep up. From the early days of online shopping to today's mobile and AI-driven landscape, he breaks down how consumer habits have shifted and why the in-person experience still holds value. He digs into the pressure facing local retailers, the lasting impact of the pandemic on shopping behavior, and how hybrid models are changing the future of commerce, offering new ways to compete without losing the personal touch that matters most. Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going! Wed, 14 May 2025 10:00:00 -0000 full Josh Jalinski What happens when convenience overtakes connection? Josh explores the explosive rise of e-commerce and what it means for small businesses trying to keep up. From the early days of online shopping to today's mobile and AI-driven landscape, he breaks down how consumer habits have shifted and why the in-person experience still holds value. He digs into the pressure facing local retailers, the lasting impact of the pandemic on shopping behavior, and how hybrid models are changing the future of commerce, offering new ways to compete without losing the personal touch that matters most. Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going! What happens when convenience overtakes connection? Josh explores the explosive rise of e-commerce and what it means for small businesses trying to keep up. From the early days of online shopping to today's mobile and AI-driven landscape, he breaks down how consumer habits have shifted and why the in-person experience still holds value.


He digs into the pressure facing local retailers, the lasting impact of the pandemic on shopping behavior, and how hybrid models are changing the future of commerce, offering new ways to compete without losing the personal touch that matters most.


Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going!

]]> 2027 no Ep 18 - The Impact of War on the US Economy How do wartime economies shape your finances? Josh explores this by diving deep into the impact of both former and current military conflicts on national and personal financial landscapes. From World War II's industrial mobilization to today's geopolitical tensions involving Ukraine, Israel, and Taiwan, Josh provides a historical analysis with contemporary relevance. Josh explores how wartime economies drive government spending, technological advancements, and societal shifts. He discusses the massive economic shifts driven by military conflicts, emphasizing the importance of strategic financial planning amidst global uncertainties. Topics include the debate between isolationism and interventionism in U.S. foreign policy, the impact of U.S. military spending on national debt, and how to audit Pentagon spending for financial accountability. Then in "Extra Points" , Josh answers a listener's question about investment strategies during uncertain times, offering insights on the resilience of stocks and the importance of diversification. 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! Mon, 12 May 2025 04:25:00 -0000 full Josh Jalinski How do wartime economies shape your finances? Josh explores this by diving deep into the impact of both former and current military conflicts on national and personal financial landscapes. From World War II's industrial mobilization to today's geopolitical tensions involving Ukraine, Israel, and Taiwan, Josh provides a historical analysis with contemporary relevance. Josh explores how wartime economies drive government spending, technological advancements, and societal shifts. He discusses the massive economic shifts driven by military conflicts, emphasizing the importance of strategic financial planning amidst global uncertainties. Topics include the debate between isolationism and interventionism in U.S. foreign policy, the impact of U.S. military spending on national debt, and how to audit Pentagon spending for financial accountability. Then in "Extra Points" , Josh answers a listener's question about investment strategies during uncertain times, offering insights on the resilience of stocks and the importance of diversification. 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! How do wartime economies shape your finances? Josh explores this by diving deep into the impact of both former and current military conflicts on national and personal financial landscapes. From World War II's industrial mobilization to today's geopolitical tensions involving Ukraine, Israel, and Taiwan, Josh provides a historical analysis with contemporary relevance.

Josh explores how wartime economies drive government spending, technological advancements, and societal shifts. He discusses the massive economic shifts driven by military conflicts, emphasizing the importance of strategic financial planning amidst global uncertainties. Topics include the debate between isolationism and interventionism in U.S. foreign policy, the impact of U.S. military spending on national debt, and how to audit Pentagon spending for financial accountability.

Then in "Extra Points" , Josh answers a listener's question about investment strategies during uncertain times, offering insights on the resilience of stocks and the importance of diversification.


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!

]]> 2357 no Episode 60 - The Truth About Wealth What if the real path to wealth isn’t flashy, fast, or found online? Josh breaks down why true wealth is built through time, discipline, and patience, not viral hacks or high-risk bets. He explores how compound growth works over decades, why emotional control matters more than market timing, and what it really means to be wealthy beyond just a number in your bank account. Josh shares lessons from his own experience as an advisor, revealing how conservative investing, diversification, and financial protection form the backbone of real, lasting success. From avoiding lifestyle creep to redefining wealth as time and emotional freedom, this episode pushes back against the noise and gets to the heart of what building wealth actually looks like. Then in 'Extra Points,' Josh reacts to the growing student loan debt crisis, highlighting how rising balances and broken promises around forgiveness are reshaping the financial futures of millions. Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going! Wed, 07 May 2025 10:00:00 -0000 full Josh Jalinski What if the real path to wealth isn’t flashy, fast, or found online? Josh breaks down why true wealth is built through time, discipline, and patience, not viral hacks or high-risk bets. He explores how compound growth works over decades, why emotional control matters more than market timing, and what it really means to be wealthy beyond just a number in your bank account. Josh shares lessons from his own experience as an advisor, revealing how conservative investing, diversification, and financial protection form the backbone of real, lasting success. From avoiding lifestyle creep to redefining wealth as time and emotional freedom, this episode pushes back against the noise and gets to the heart of what building wealth actually looks like. Then in 'Extra Points,' Josh reacts to the growing student loan debt crisis, highlighting how rising balances and broken promises around forgiveness are reshaping the financial futures of millions. Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going! What if the real path to wealth isn’t flashy, fast, or found online? Josh breaks down why true wealth is built through time, discipline, and patience, not viral hacks or high-risk bets. He explores how compound growth works over decades, why emotional control matters more than market timing, and what it really means to be wealthy beyond just a number in your bank account. Josh shares lessons from his own experience as an advisor, revealing how conservative investing, diversification, and financial protection form the backbone of real, lasting success. From avoiding lifestyle creep to redefining wealth as time and emotional freedom, this episode pushes back against the noise and gets to the heart of what building wealth actually looks like.

Then in 'Extra Points,' Josh reacts to the growing student loan debt crisis, highlighting how rising balances and broken promises around forgiveness are reshaping the financial futures of millions.


Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going!

]]> 2632 no LIVE RADIO SHOW: Why Panic Selling Fails, Diversification Strategies, and Draft-Day Lessons + Listener Q&A! Josh kicks off the live show with a breakdown of the latest market headlines, from tariff tensions to shaky investor sentiment, and shares why staying balanced in both mindset and portfolio choices is key during times of volatility. He explains how to keep perspective when the market gets noisy and why a steady approach often outperforms reactive moves. Listeners call in with questions about the role of gold and silver during inflation, how to handle 401(k) transfers, when to use annuities, and whether Roth or traditional IRAs make more sense right now. Later in the show, Josh draws a parallel between smart investing and the NFL draft, showing how preparation and long-term thinking lead to better results. Original Air Date: April 26, 2025 Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going! Mon, 05 May 2025 10:00:00 -0000 full Josh Jalinski Josh kicks off the live show with a breakdown of the latest market headlines, from tariff tensions to shaky investor sentiment, and shares why staying balanced in both mindset and portfolio choices is key during times of volatility. He explains how to keep perspective when the market gets noisy and why a steady approach often outperforms reactive moves. Listeners call in with questions about the role of gold and silver during inflation, how to handle 401(k) transfers, when to use annuities, and whether Roth or traditional IRAs make more sense right now. Later in the show, Josh draws a parallel between smart investing and the NFL draft, showing how preparation and long-term thinking lead to better results. Original Air Date: April 26, 2025 Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going! Josh kicks off the live show with a breakdown of the latest market headlines, from tariff tensions to shaky investor sentiment, and shares why staying balanced in both mindset and portfolio choices is key during times of volatility. He explains how to keep perspective when the market gets noisy and why a steady approach often outperforms reactive moves.

Listeners call in with questions about the role of gold and silver during inflation, how to handle 401(k) transfers, when to use annuities, and whether Roth or traditional IRAs make more sense right now. Later in the show, Josh draws a parallel between smart investing and the NFL draft, showing how preparation and long-term thinking lead to better results.


Original Air Date: April 26, 2025


Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going!

]]> 6433 no Episode 59 - The Real Reason Roth IRAs Are Trending What makes the Roth IRA one of the most powerful tools in personal finance? Josh breaks it all down, explaining how this tax-advantaged account can help build lasting wealth, avoid future tax hikes, and give you more control over your money. He walks through the key rules—like income limits, tax-free withdrawal qualifications, and the five-year rule—so you can understand exactly how to use a Roth IRA to your advantage. Josh also explains strategies like the Backdoor Roth for high earners, and how investing in high-growth assets within a Roth can supercharge long-term gains. The Roth IRA might just be your financial Swiss Army knife after listening to this one. Then in 'Extra Points,' Josh reacts to Elon Musk’s bold move to integrate X with X AI, breaking down what this private deal could mean for the future of media, AI, and investment strategy. Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going! Wed, 30 Apr 2025 10:00:00 -0000 full Josh Jalinski What makes the Roth IRA one of the most powerful tools in personal finance? Josh breaks it all down, explaining how this tax-advantaged account can help build lasting wealth, avoid future tax hikes, and give you more control over your money. He walks through the key rules—like income limits, tax-free withdrawal qualifications, and the five-year rule—so you can understand exactly how to use a Roth IRA to your advantage. Josh also explains strategies like the Backdoor Roth for high earners, and how investing in high-growth assets within a Roth can supercharge long-term gains. The Roth IRA might just be your financial Swiss Army knife after listening to this one. Then in 'Extra Points,' Josh reacts to Elon Musk’s bold move to integrate X with X AI, breaking down what this private deal could mean for the future of media, AI, and investment strategy. Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going! What makes the Roth IRA one of the most powerful tools in personal finance? Josh breaks it all down, explaining how this tax-advantaged account can help build lasting wealth, avoid future tax hikes, and give you more control over your money. He walks through the key rules—like income limits, tax-free withdrawal qualifications, and the five-year rule—so you can understand exactly how to use a Roth IRA to your advantage.


Josh also explains strategies like the Backdoor Roth for high earners, and how investing in high-growth assets within a Roth can supercharge long-term gains. The Roth IRA might just be your financial Swiss Army knife after listening to this one.


Then in 'Extra Points,' Josh reacts to Elon Musk’s bold move to integrate X with X AI, breaking down what this private deal could mean for the future of media, AI, and investment strategy.


Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going!



]]> 2139 no The Story Behind Epstein and Private Equity’s Rise w/ William D. Cohan (Puck News) What do Jeffrey Epstein, private equity-owned insurance, and AI have in common? Josh sits down with bestselling author, co-founder of the media company Puck, and financial journalist William D. Cohan to unpack the forces shaping today’s financial landscape. Bill breaks down the rise of Apollo Global Management, its connections to controversial figures, and the risks that come with firms like Athene controlling massive swaths of retirement assets. They dig into the structural flaws in private equity-backed insurers, the dangers of borrowing short and lending long, and how rising interest rates could expose cracks in the system. Josh and Bill also explore how AI is reshaping investment banking and journalism, and why the debate over intellectual property, automation, and job security is just getting started. Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going! Check out Bill Cohan's work: Power Failure: The Rise and Fall of an American Icon – Buy the book Puck – puck.news Mon, 28 Apr 2025 10:00:00 -0000 full Josh Jalinski What do Jeffrey Epstein, private equity-owned insurance, and AI have in common? Josh sits down with bestselling author, co-founder of the media company Puck, and financial journalist William D. Cohan to unpack the forces shaping today’s financial landscape. Bill breaks down the rise of Apollo Global Management, its connections to controversial figures, and the risks that come with firms like Athene controlling massive swaths of retirement assets. They dig into the structural flaws in private equity-backed insurers, the dangers of borrowing short and lending long, and how rising interest rates could expose cracks in the system. Josh and Bill also explore how AI is reshaping investment banking and journalism, and why the debate over intellectual property, automation, and job security is just getting started. Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going! Check out Bill Cohan's work: Power Failure: The Rise and Fall of an American Icon – Buy the book Puck – puck.news What do Jeffrey Epstein, private equity-owned insurance, and AI have in common? Josh sits down with bestselling author, co-founder of the media company Puck, and financial journalist William D. Cohan to unpack the forces shaping today’s financial landscape. Bill breaks down the rise of Apollo Global Management, its connections to controversial figures, and the risks that come with firms like Athene controlling massive swaths of retirement assets.


They dig into the structural flaws in private equity-backed insurers, the dangers of borrowing short and lending long, and how rising interest rates could expose cracks in the system. Josh and Bill also explore how AI is reshaping investment banking and journalism, and why the debate over intellectual property, automation, and job security is just getting started.


Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going!


Check out Bill Cohan's work:


Power Failure: The Rise and Fall of an American Icon – Buy the book


Puck – puck.news

]]> 4287 no LIVE RADIO SHOW: Making Sense of Market Volatility and Economic Change + Listener Q&A! Are the markets flashing warning signs or presenting rare opportunities? Josh kicks off the show with a deep dive into the latest market turmoil, breaking down how volatility, interest rates, and global headlines are shaking investor confidence. He explores the power of strategic and tactical diversification, the importance of time in the market, and why even bear sentiment can point toward future gains. Callers weigh in with questions on everything from recession-proof investments and 401(k) loans to the real value of bonds, annuities, and long-term planning. Josh also shares quick takes on China trade tensions, financial anxiety, and even the economics behind pop culture and politics. Original Air Date: April 19th, 2025 Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going! Wed, 23 Apr 2025 10:00:00 -0000 full Josh Jalinski Are the markets flashing warning signs or presenting rare opportunities? Josh kicks off the show with a deep dive into the latest market turmoil, breaking down how volatility, interest rates, and global headlines are shaking investor confidence. He explores the power of strategic and tactical diversification, the importance of time in the market, and why even bear sentiment can point toward future gains. Callers weigh in with questions on everything from recession-proof investments and 401(k) loans to the real value of bonds, annuities, and long-term planning. Josh also shares quick takes on China trade tensions, financial anxiety, and even the economics behind pop culture and politics. Original Air Date: April 19th, 2025 Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going! Are the markets flashing warning signs or presenting rare opportunities? Josh kicks off the show with a deep dive into the latest market turmoil, breaking down how volatility, interest rates, and global headlines are shaking investor confidence. He explores the power of strategic and tactical diversification, the importance of time in the market, and why even bear sentiment can point toward future gains.


Callers weigh in with questions on everything from recession-proof investments and 401(k) loans to the real value of bonds, annuities, and long-term planning. Josh also shares quick takes on China trade tensions, financial anxiety, and even the economics behind pop culture and politics.


Original Air Date: April 19th, 2025


Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going!

]]> 6465 no LIVE REACTION: Josh Breaks Down Powell’s Economic Outlook ​Did Jerome Powell just shift the economic narrative? Josh reacts in real time to Powell’s April 15 remarks at the Economic Club of Chicago, breaking down his comments on inflation, tariffs, and the growing risks in private credit markets. He questions whether Powell’s outlook reflects neutral policy or political influence, especially in light of ongoing tension with former President Trump.​ Josh contrasts Powell’s inflation concerns with falling prices in areas like oil and groceries, challenges the Fed’s stance on tariffs, and examines the potential impact of unregulated private lending on future market stability. He also explores the growing friction between Powell and Trump, and what that could mean for future policy.​ Audio sourced from Powell’s April 15, 2025 speech at the Economic Club of Chicago: https://www.federalreserve.gov/newsevents/speech/powell20250416a.htm ​ Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going! Mon, 21 Apr 2025 10:00:00 -0000 full Josh Jalinski ​Did Jerome Powell just shift the economic narrative? Josh reacts in real time to Powell’s April 15 remarks at the Economic Club of Chicago, breaking down his comments on inflation, tariffs, and the growing risks in private credit markets. He questions whether Powell’s outlook reflects neutral policy or political influence, especially in light of ongoing tension with former President Trump.​ Josh contrasts Powell’s inflation concerns with falling prices in areas like oil and groceries, challenges the Fed’s stance on tariffs, and examines the potential impact of unregulated private lending on future market stability. He also explores the growing friction between Powell and Trump, and what that could mean for future policy.​ Audio sourced from Powell’s April 15, 2025 speech at the Economic Club of Chicago: https://www.federalreserve.gov/newsevents/speech/powell20250416a.htm ​ Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going! ​Did Jerome Powell just shift the economic narrative? Josh reacts in real time to Powell’s April 15 remarks at the Economic Club of Chicago, breaking down his comments on inflation, tariffs, and the growing risks in private credit markets. He questions whether Powell’s outlook reflects neutral policy or political influence, especially in light of ongoing tension with former President Trump.​


Josh contrasts Powell’s inflation concerns with falling prices in areas like oil and groceries, challenges the Fed’s stance on tariffs, and examines the potential impact of unregulated private lending on future market stability. He also explores the growing friction between Powell and Trump, and what that could mean for future policy.​


Audio sourced from Powell’s April 15, 2025 speech at the Economic Club of Chicago: https://www.federalreserve.gov/newsevents/speech/powell20250416a.htm

​

Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going!

]]> 2181 no Ep 58 - What Baseball Stats Can Teach You About Money Are baseball stats the secret to smarter investing? Josh steps up to the plate with a fresh, fun take on personal finance through the lens of America’s favorite pastime. From on-base percentage to wins above replacement, he draws comparisons between your favorite stats and core financial strategies. Whether it’s knowing when to swing big or play it safe, Josh shows how the logic behind baseball’s most trusted numbers can help guide your money moves. Then in 'Extra Points,' Josh unpacks what it means when private equity firms start buying stakes in your favorite team, like the recent move with the San Francisco Giants Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going! Wed, 16 Apr 2025 10:00:00 -0000 full Josh Jalinski Are baseball stats the secret to smarter investing? Josh steps up to the plate with a fresh, fun take on personal finance through the lens of America’s favorite pastime. From on-base percentage to wins above replacement, he draws comparisons between your favorite stats and core financial strategies. Whether it’s knowing when to swing big or play it safe, Josh shows how the logic behind baseball’s most trusted numbers can help guide your money moves. Then in 'Extra Points,' Josh unpacks what it means when private equity firms start buying stakes in your favorite team, like the recent move with the San Francisco Giants Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going! Are baseball stats the secret to smarter investing? Josh steps up to the plate with a fresh, fun take on personal finance through the lens of America’s favorite pastime. From on-base percentage to wins above replacement, he draws comparisons between your favorite stats and core financial strategies. Whether it’s knowing when to swing big or play it safe, Josh shows how the logic behind baseball’s most trusted numbers can help guide your money moves.

Then in 'Extra Points,' Josh unpacks what it means when private equity firms start buying stakes in your favorite team, like the recent move with the San Francisco Giants


Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going!

]]> 2115 no Why Defense Wins in Wealth Building w/ Curtis May (Practical Wealth Advisors) Is playing financial defense smarter than chasing big returns? Josh welcomes Curtis May, creator of Practical Wealth Advisors and host of the Practical Wealth Show, to explore why protecting assets and mastering financial fundamentals matter more than flashy investment tactics. They dive into Curtis's contrarian philosophy, challenging mainstream ideas like "buy term and invest the difference," and discuss how continuous education and clear financial principles help investors avoid costly mistakes. Josh and Curtis also talk through the power of plugging financial leaks, the value of liquidity, and why investing in your own knowledge is the foundation for lasting wealth. Drawing inspiration from events like the Infinite Banking Think Tank, they unpack practical strategies designed to help fortify your financial future. Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going! Check out Curtis May: Website: practicalwealthadvisors.com Podcast: The Practical Wealth Show Mon, 14 Apr 2025 10:00:00 -0000 full Josh Jalinski Is playing financial defense smarter than chasing big returns? Josh welcomes Curtis May, creator of Practical Wealth Advisors and host of the Practical Wealth Show, to explore why protecting assets and mastering financial fundamentals matter more than flashy investment tactics. They dive into Curtis's contrarian philosophy, challenging mainstream ideas like "buy term and invest the difference," and discuss how continuous education and clear financial principles help investors avoid costly mistakes. Josh and Curtis also talk through the power of plugging financial leaks, the value of liquidity, and why investing in your own knowledge is the foundation for lasting wealth. Drawing inspiration from events like the Infinite Banking Think Tank, they unpack practical strategies designed to help fortify your financial future. Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going! Check out Curtis May: Website: practicalwealthadvisors.com Podcast: The Practical Wealth Show Is playing financial defense smarter than chasing big returns? Josh welcomes Curtis May, creator of Practical Wealth Advisors and host of the Practical Wealth Show, to explore why protecting assets and mastering financial fundamentals matter more than flashy investment tactics. They dive into Curtis's contrarian philosophy, challenging mainstream ideas like "buy term and invest the difference," and discuss how continuous education and clear financial principles help investors avoid costly mistakes.

Josh and Curtis also talk through the power of plugging financial leaks, the value of liquidity, and why investing in your own knowledge is the foundation for lasting wealth. Drawing inspiration from events like the Infinite Banking Think Tank, they unpack practical strategies designed to help fortify your financial future.


Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going!


Check out Curtis May:


Website: practicalwealthadvisors.com


Podcast: The Practical Wealth Show

]]> 3601 no Ep 57 - Why the Tooth Fairy Is Paying Less Than Ever How much should the Tooth Fairy leave under the pillow in 2025, and what does that tell us about the state of the economy? Josh dives into how inflation is creeping into even the smallest corners of American life, including the Tooth Fairy’s wallet. He breaks down the latest data on falling Tooth Fairy payouts, what it says about inflation, and how parents can turn these moments into financial lessons for their kids. Plus, he shares tips on using allowances to teach responsibility without letting kids fall into bad money habits. Then in 'Extra Points,' Josh weighs in on Southwest Airlines shaking up their free bag and open seating policy and how it could hit your travel budget. Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going! Wed, 09 Apr 2025 10:00:00 -0000 full Josh Jalinski How much should the Tooth Fairy leave under the pillow in 2025, and what does that tell us about the state of the economy? Josh dives into how inflation is creeping into even the smallest corners of American life, including the Tooth Fairy’s wallet. He breaks down the latest data on falling Tooth Fairy payouts, what it says about inflation, and how parents can turn these moments into financial lessons for their kids. Plus, he shares tips on using allowances to teach responsibility without letting kids fall into bad money habits. Then in 'Extra Points,' Josh weighs in on Southwest Airlines shaking up their free bag and open seating policy and how it could hit your travel budget. Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going! How much should the Tooth Fairy leave under the pillow in 2025, and what does that tell us about the state of the economy? Josh dives into how inflation is creeping into even the smallest corners of American life, including the Tooth Fairy’s wallet. He breaks down the latest data on falling Tooth Fairy payouts, what it says about inflation, and how parents can turn these moments into financial lessons for their kids. Plus, he shares tips on using allowances to teach responsibility without letting kids fall into bad money habits. Then in 'Extra Points,' Josh weighs in on Southwest Airlines shaking up their free bag and open seating policy and how it could hit your travel budget.


Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going!

]]> 1444 no Why DIY Investors Still Need a Plan w/ CFP Jon Luskin Is your financial plan more complicated than it needs to be? Josh sits down with Jon Luskin, CFP and board member at the John Bogle Center for Financial Literacy, to unpack why simplicity might be the most overlooked strategy in personal finance. Known for helping DIY investors cut through the noise, Jon shares why single-fund solutions like target date and balanced funds can go further than bloated portfolios filled with unnecessary holdings. They cover the foundations of smart financial planning, from term life and disability insurance to revocable living trusts and emergency letters. Jon explains how to protect yourself with the right insurance, how to avoid overthinking your portfolio, and why simplicity doesn’t mean sacrificing results. It means staying focused on what really matters. Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going! Mon, 07 Apr 2025 10:00:00 -0000 full Josh Jalinski Is your financial plan more complicated than it needs to be? Josh sits down with Jon Luskin, CFP and board member at the John Bogle Center for Financial Literacy, to unpack why simplicity might be the most overlooked strategy in personal finance. Known for helping DIY investors cut through the noise, Jon shares why single-fund solutions like target date and balanced funds can go further than bloated portfolios filled with unnecessary holdings. They cover the foundations of smart financial planning, from term life and disability insurance to revocable living trusts and emergency letters. Jon explains how to protect yourself with the right insurance, how to avoid overthinking your portfolio, and why simplicity doesn’t mean sacrificing results. It means staying focused on what really matters. Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going! Is your financial plan more complicated than it needs to be? Josh sits down with Jon Luskin, CFP and board member at the John Bogle Center for Financial Literacy, to unpack why simplicity might be the most overlooked strategy in personal finance. Known for helping DIY investors cut through the noise, Jon shares why single-fund solutions like target date and balanced funds can go further than bloated portfolios filled with unnecessary holdings. They cover the foundations of smart financial planning, from term life and disability insurance to revocable living trusts and emergency letters. Jon explains how to protect yourself with the right insurance, how to avoid overthinking your portfolio, and why simplicity doesn’t mean sacrificing results. It means staying focused on what really matters.


Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going!

]]> 2776 no Ep 56 - How Eggflation Became the Symbol of America’s Money Problem Why are eggs still so expensive—and will prices ever go back down? Josh breaks down why everyday goods like eggs, gas, and groceries cost so much more today. He looks at the real drivers behind inflation and how it’s hitting your wallet in ways you might not expect. Plus, Josh plays a round of "The Price Ain’t Right," comparing what key items cost in 1980 versus today to show just how far your dollar stretches. Then in 'Extra Points,' Josh weighs in on the state of tipping culture in America and how it’s adding to inflation pressures at the checkout counter. Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going! Wed, 02 Apr 2025 10:00:00 -0000 full Josh Jalinski Why are eggs still so expensive—and will prices ever go back down? Josh breaks down why everyday goods like eggs, gas, and groceries cost so much more today. He looks at the real drivers behind inflation and how it’s hitting your wallet in ways you might not expect. Plus, Josh plays a round of "The Price Ain’t Right," comparing what key items cost in 1980 versus today to show just how far your dollar stretches. Then in 'Extra Points,' Josh weighs in on the state of tipping culture in America and how it’s adding to inflation pressures at the checkout counter. Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going! Why are eggs still so expensive—and will prices ever go back down? Josh breaks down why everyday goods like eggs, gas, and groceries cost so much more today. He looks at the real drivers behind inflation and how it’s hitting your wallet in ways you might not expect. Plus, Josh plays a round of "The Price Ain’t Right," comparing what key items cost in 1980 versus today to show just how far your dollar stretches. Then in 'Extra Points,' Josh weighs in on the state of tipping culture in America and how it’s adding to inflation pressures at the checkout counter.


Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going!




]]> 2504 How to Retire Without Running Out of Money w/ Fritz Gilbert (The Retirement Manifesto) How do you build a retirement that’s financially secure and personally fulfilling? Josh sits down with retirement expert Fritz Gilbert, founder of The Retirement Manifesto and author of Keys to a Successful Retirement, to break down the financial and emotional side of life after work. Fritz shares his own journey from corporate America to an early retirement in the Appalachian Mountains, where he now writes, volunteers, and helps others navigate the transition. He and Josh dive into strategies for managing market downturns, the importance of a diversified withdrawal plan, and why so many retirees underspend out of fear. They also tackle the psychology of retirement: how to stay engaged, find purpose, and avoid the common traps that can lead to financial and emotional stress. Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going! Mon, 31 Mar 2025 10:00:00 -0000 full Josh Jalinski How do you build a retirement that’s financially secure and personally fulfilling? Josh sits down with retirement expert Fritz Gilbert, founder of The Retirement Manifesto and author of Keys to a Successful Retirement, to break down the financial and emotional side of life after work. Fritz shares his own journey from corporate America to an early retirement in the Appalachian Mountains, where he now writes, volunteers, and helps others navigate the transition. He and Josh dive into strategies for managing market downturns, the importance of a diversified withdrawal plan, and why so many retirees underspend out of fear. They also tackle the psychology of retirement: how to stay engaged, find purpose, and avoid the common traps that can lead to financial and emotional stress. Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going! How do you build a retirement that’s financially secure and personally fulfilling? Josh sits down with retirement expert Fritz Gilbert, founder of The Retirement Manifesto and author of Keys to a Successful Retirement, to break down the financial and emotional side of life after work.

Fritz shares his own journey from corporate America to an early retirement in the Appalachian Mountains, where he now writes, volunteers, and helps others navigate the transition. He and Josh dive into strategies for managing market downturns, the importance of a diversified withdrawal plan, and why so many retirees underspend out of fear. They also tackle the psychology of retirement: how to stay engaged, find purpose, and avoid the common traps that can lead to financial and emotional stress.


Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going!

]]> 2841 no Ep 55 - How Companies Killed Pensions and Passed the Bill to You Are pensions a relic of the past? Josh dives into the rapid decline of pensions and what it means for retirement planning today. With companies slashing pension plans to cut costs and boost stock prices, workers are now forced to rely on 401(k)s and other personal savings. Josh breaks down why pensions are disappearing, the challenges facing public sector plans, and how retirees can build their own steady income streams. From annuities to dividend stocks and bonds, he explores ways to replace the security pensions once provided. Then in 'Extra Points,' Josh looks at the Boeing strike over pensions and what it reveals about the future of retirement benefits. Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going! Wed, 26 Mar 2025 10:00:00 -0000 full Josh Jalinski Are pensions a relic of the past? Josh dives into the rapid decline of pensions and what it means for retirement planning today. With companies slashing pension plans to cut costs and boost stock prices, workers are now forced to rely on 401(k)s and other personal savings. Josh breaks down why pensions are disappearing, the challenges facing public sector plans, and how retirees can build their own steady income streams. From annuities to dividend stocks and bonds, he explores ways to replace the security pensions once provided. Then in 'Extra Points,' Josh looks at the Boeing strike over pensions and what it reveals about the future of retirement benefits. Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going! Are pensions a relic of the past? Josh dives into the rapid decline of pensions and what it means for retirement planning today. With companies slashing pension plans to cut costs and boost stock prices, workers are now forced to rely on 401(k)s and other personal savings. Josh breaks down why pensions are disappearing, the challenges facing public sector plans, and how retirees can build their own steady income streams. From annuities to dividend stocks and bonds, he explores ways to replace the security pensions once provided. Then in 'Extra Points,' Josh looks at the Boeing strike over pensions and what it reveals about the future of retirement benefits.


Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going!

]]> 2021 no [LIVE RADIO SHOW] Inflation's Slowing, Job Cuts Are Rising, and Debt is Piling Up + Listener Q&A! What does it take to stay financially grounded when everything feels uncertain? In this live radio episode, Josh breaks down how to plan smart in the face of inflation, market swings, and government waste. He covers the rise in 401k millionaires, red flags in Medicare Advantage plans, and the latest shifts in crypto and gold ETFs. He also touches on Tesla’s recent headlines and what they mean for your portfolio. Later in the show, Josh takes live caller questions on CPA red flags, IRS audits, car lease sticker shock, hybrid vehicle decisions, and Social Security updates. Original Air Date: March 1, 2025 Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going! Mon, 24 Mar 2025 10:00:00 -0000 full Josh Jalinski What does it take to stay financially grounded when everything feels uncertain? In this live radio episode, Josh breaks down how to plan smart in the face of inflation, market swings, and government waste. He covers the rise in 401k millionaires, red flags in Medicare Advantage plans, and the latest shifts in crypto and gold ETFs. He also touches on Tesla’s recent headlines and what they mean for your portfolio. Later in the show, Josh takes live caller questions on CPA red flags, IRS audits, car lease sticker shock, hybrid vehicle decisions, and Social Security updates. Original Air Date: March 1, 2025 Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going! What does it take to stay financially grounded when everything feels uncertain? In this live radio episode, Josh breaks down how to plan smart in the face of inflation, market swings, and government waste. He covers the rise in 401k millionaires, red flags in Medicare Advantage plans, and the latest shifts in crypto and gold ETFs. He also touches on Tesla’s recent headlines and what they mean for your portfolio. Later in the show, Josh takes live caller questions on CPA red flags, IRS audits, car lease sticker shock, hybrid vehicle decisions, and Social Security updates.


Original Air Date: March 1, 2025


Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going!

]]> 4153 no Ep 54 - Who Really Controls Your Money After You’re Gone? Should you lock your assets away in an irrevocable trust, or keep things flexible with a revocable one? Josh breaks down revocable vs. irrevocable trusts, showing how they impact taxes, inheritance, and asset protection. He lays out pros, cons, and real-world uses of these estate planning tools. From avoiding probate to shielding wealth from taxes and creditors, he gets into the strategies that can help keep your money where you want it, without unnecessary complications. Then in Extra Points, Josh takes a look at Rupert Murdoch’s family trust and the good and bad in how the media mogul structured his empire for the next generation. Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going! Wed, 19 Mar 2025 10:00:00 -0000 full Josh Jalinski Should you lock your assets away in an irrevocable trust, or keep things flexible with a revocable one? Josh breaks down revocable vs. irrevocable trusts, showing how they impact taxes, inheritance, and asset protection. He lays out pros, cons, and real-world uses of these estate planning tools. From avoiding probate to shielding wealth from taxes and creditors, he gets into the strategies that can help keep your money where you want it, without unnecessary complications. Then in Extra Points, Josh takes a look at Rupert Murdoch’s family trust and the good and bad in how the media mogul structured his empire for the next generation. Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going! Should you lock your assets away in an irrevocable trust, or keep things flexible with a revocable one? Josh breaks down revocable vs. irrevocable trusts, showing how they impact taxes, inheritance, and asset protection. He lays out pros, cons, and real-world uses of these estate planning tools. From avoiding probate to shielding wealth from taxes and creditors, he gets into the strategies that can help keep your money where you want it, without unnecessary complications.


Then in Extra Points, Josh takes a look at Rupert Murdoch’s family trust and the good and bad in how the media mogul structured his empire for the next generation.


Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going!

]]> 2373 no Economist Harry Dent Predicts a 2008-Level Market Crash—Or Worse What happens when the biggest financial bubble in history finally bursts? Josh sits down with economist and bestselling author Harry Dent to break down his latest predictions for a massive market downturn between 2025 and 2027. Dent explains why recessions aren’t just inevitable, they’re necessary. They dive into the consequences of runaway debt, the real state of the stock and real estate markets, and why failing businesses need to collapse for true innovation to thrive. Dent also shares his thoughts on how millennials might eventually fuel the next economic boom, but only if the system gets the reset it needs. Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going! Mon, 17 Mar 2025 10:00:00 -0000 full Josh Jalinski What happens when the biggest financial bubble in history finally bursts? Josh sits down with economist and bestselling author Harry Dent to break down his latest predictions for a massive market downturn between 2025 and 2027. Dent explains why recessions aren’t just inevitable, they’re necessary. They dive into the consequences of runaway debt, the real state of the stock and real estate markets, and why failing businesses need to collapse for true innovation to thrive. Dent also shares his thoughts on how millennials might eventually fuel the next economic boom, but only if the system gets the reset it needs. Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going! What happens when the biggest financial bubble in history finally bursts? Josh sits down with economist and bestselling author Harry Dent to break down his latest predictions for a massive market downturn between 2025 and 2027. Dent explains why recessions aren’t just inevitable, they’re necessary. They dive into the consequences of runaway debt, the real state of the stock and real estate markets, and why failing businesses need to collapse for true innovation to thrive. Dent also shares his thoughts on how millennials might eventually fuel the next economic boom, but only if the system gets the reset it needs.


Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going!

]]> 3479 Ep 53 - Wedding Bliss or Financial Miss? The Marriage Money Debate Is wedding bliss really about love, or is it about money too? Josh breaks down what couples need to know about merging finances, from joint accounts to budgeting, and why money fights are one of the biggest reasons marriages fail. He dives into financial transparency, the do’s and don’ts of managing money together, and how to avoid the biggest mistakes couples make. Then in 'Extra Points,' Josh shares some of the wildest stories of couples battling over money, from secret credit cards to full-blown financial betrayals. Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going! Wed, 12 Mar 2025 10:00:00 -0000 full Josh Jalinski Is wedding bliss really about love, or is it about money too? Josh breaks down what couples need to know about merging finances, from joint accounts to budgeting, and why money fights are one of the biggest reasons marriages fail. He dives into financial transparency, the do’s and don’ts of managing money together, and how to avoid the biggest mistakes couples make. Then in 'Extra Points,' Josh shares some of the wildest stories of couples battling over money, from secret credit cards to full-blown financial betrayals. Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going! Is wedding bliss really about love, or is it about money too? Josh breaks down what couples need to know about merging finances, from joint accounts to budgeting, and why money fights are one of the biggest reasons marriages fail. He dives into financial transparency, the do’s and don’ts of managing money together, and how to avoid the biggest mistakes couples make.


Then in 'Extra Points,' Josh shares some of the wildest stories of couples battling over money, from secret credit cards to full-blown financial betrayals.


Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going!

]]> 2095 no Why Your Kids Have No Clue About Money w/ Bobbi Rebell (Financial Wellness Strategies) How do you raise financially responsible kids when schools barely teach them about money? Josh explores this with Bobbi Rebell, CFP®, founder of Financial Wellness Strategies and bestselling author of Launching Financial Grownups. Bobbi shares her journey from New York finance pro to Florida-based financial educator, and why she’s so passionate about helping parents teach real-world money skills at home. She and Josh dig into the challenges young adults face today, from soaring housing costs to credit score confusion, and why so many are struggling to gain financial independence. They also talk about how parents can guide without enabling, balancing support with teaching self-sufficiency, and give practical strategies for handling money talks at home, aligning financial values between spouses, and preparing the next generation for success. Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going! Mon, 10 Mar 2025 10:00:00 -0000 full Josh Jalinski How do you raise financially responsible kids when schools barely teach them about money? Josh explores this with Bobbi Rebell, CFP®, founder of Financial Wellness Strategies and bestselling author of Launching Financial Grownups. Bobbi shares her journey from New York finance pro to Florida-based financial educator, and why she’s so passionate about helping parents teach real-world money skills at home. She and Josh dig into the challenges young adults face today, from soaring housing costs to credit score confusion, and why so many are struggling to gain financial independence. They also talk about how parents can guide without enabling, balancing support with teaching self-sufficiency, and give practical strategies for handling money talks at home, aligning financial values between spouses, and preparing the next generation for success. Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going! How do you raise financially responsible kids when schools barely teach them about money? Josh explores this with Bobbi Rebell, CFP®, founder of Financial Wellness Strategies and bestselling author of Launching Financial Grownups.

Bobbi shares her journey from New York finance pro to Florida-based financial educator, and why she’s so passionate about helping parents teach real-world money skills at home. She and Josh dig into the challenges young adults face today, from soaring housing costs to credit score confusion, and why so many are struggling to gain financial independence. They also talk about how parents can guide without enabling, balancing support with teaching self-sufficiency, and give practical strategies for handling money talks at home, aligning financial values between spouses, and preparing the next generation for success.

Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going!

]]> 2786 Ep 52 - Who Killed Social Security — And Can It Be Saved? What does Social Security really look like heading into 2025? Josh breaks down the financial strain facing the system, what Congress might do to fix it (or not), and what it all means for retirees trying to plan ahead. He breaks down how political gridlock, inflation, and shifting demographics are all putting pressure on the system, and shares strategies for making the most of your benefits, why delaying might make sense, and how small business owners could get caught in the crossfire of future reforms. Then in 'Extra Points,' Josh finally watches The Godfather for the first time, and the crew gets into it—what he loved, what surprised him, and whether it really lives up to all the hype. Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going! Wed, 05 Mar 2025 11:00:00 -0000 full Josh Jalinski What does Social Security really look like heading into 2025? Josh breaks down the financial strain facing the system, what Congress might do to fix it (or not), and what it all means for retirees trying to plan ahead. He breaks down how political gridlock, inflation, and shifting demographics are all putting pressure on the system, and shares strategies for making the most of your benefits, why delaying might make sense, and how small business owners could get caught in the crossfire of future reforms. Then in 'Extra Points,' Josh finally watches The Godfather for the first time, and the crew gets into it—what he loved, what surprised him, and whether it really lives up to all the hype. Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going! What does Social Security really look like heading into 2025? Josh breaks down the financial strain facing the system, what Congress might do to fix it (or not), and what it all means for retirees trying to plan ahead. He breaks down how political gridlock, inflation, and shifting demographics are all putting pressure on the system, and shares strategies for making the most of your benefits, why delaying might make sense, and how small business owners could get caught in the crossfire of future reforms.

Then in 'Extra Points,' Josh finally watches The Godfather for the first time, and the crew gets into it—what he loved, what surprised him, and whether it really lives up to all the hype.

Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going!

]]> 2464 Are Private Equity Firms Coming for Your Retirement? w/ Barry Dyke (Pirates of Manhattan) What’s really happening with private equity, and why does it matter for your retirement? Josh sits down with bestselling author and financial truth-teller Barry Dyke to unravel the hidden risks behind private equity firms taking over public assets, insurance companies, and even your retirement savings. Barry breaks down how firms like BlackRock are chasing profits through private equity deals, despite suffering massive losses like their $600 million flop with Altrity. Josh & Barry then get into how this profit-first mentality leaves regular investors exposed to unnecessary risks — and why Barry believes annuities could actually help fix America’s broken retirement system. The two lay out how other countries have built better retirements, why transparency matters more than ever, and why your financial security should never depend on Wall Street’s appetite for risky bets. Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going! Mon, 03 Mar 2025 11:00:00 -0000 full Josh Jalinski What’s really happening with private equity, and why does it matter for your retirement? Josh sits down with bestselling author and financial truth-teller Barry Dyke to unravel the hidden risks behind private equity firms taking over public assets, insurance companies, and even your retirement savings. Barry breaks down how firms like BlackRock are chasing profits through private equity deals, despite suffering massive losses like their $600 million flop with Altrity. Josh & Barry then get into how this profit-first mentality leaves regular investors exposed to unnecessary risks — and why Barry believes annuities could actually help fix America’s broken retirement system. The two lay out how other countries have built better retirements, why transparency matters more than ever, and why your financial security should never depend on Wall Street’s appetite for risky bets. Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going! What’s really happening with private equity, and why does it matter for your retirement? Josh sits down with bestselling author and financial truth-teller Barry Dyke to unravel the hidden risks behind private equity firms taking over public assets, insurance companies, and even your retirement savings. Barry breaks down how firms like BlackRock are chasing profits through private equity deals, despite suffering massive losses like their $600 million flop with Altrity.

Josh & Barry then get into how this profit-first mentality leaves regular investors exposed to unnecessary risks — and why Barry believes annuities could actually help fix America’s broken retirement system. The two lay out how other countries have built better retirements, why transparency matters more than ever, and why your financial security should never depend on Wall Street’s appetite for risky bets.

Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going!

]]> 3378 Gold Trading, Inflation, and the Market Crash No One Sees Coming w/ Economist Steve Hanke Is the stock market a bubble waiting to pop? Josh sits down with renowned economist Steve Hanke, a professor of applied economics at Johns Hopkins University and an expert in currency trading and financial policy. Hanke shares his take on why the market is overbought, overpriced, and overhyped, offering insights into contrarian strategies like sentiment-based gold trading. Josh and Steve also discuss the inefficiencies of government spending, the lasting economic damage of COVID lockdowns, and why Hanke is firmly against tariffs. The two also breaks down the role of commercial banks in money creation and previews his upcoming book, Making Money Work. Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going! Wed, 26 Feb 2025 11:00:00 -0000 full Josh Jalinski Is the stock market a bubble waiting to pop? Josh sits down with renowned economist Steve Hanke, a professor of applied economics at Johns Hopkins University and an expert in currency trading and financial policy. Hanke shares his take on why the market is overbought, overpriced, and overhyped, offering insights into contrarian strategies like sentiment-based gold trading. Josh and Steve also discuss the inefficiencies of government spending, the lasting economic damage of COVID lockdowns, and why Hanke is firmly against tariffs. The two also breaks down the role of commercial banks in money creation and previews his upcoming book, Making Money Work. Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going! Is the stock market a bubble waiting to pop? Josh sits down with renowned economist Steve Hanke, a professor of applied economics at Johns Hopkins University and an expert in currency trading and financial policy. Hanke shares his take on why the market is overbought, overpriced, and overhyped, offering insights into contrarian strategies like sentiment-based gold trading.

Josh and Steve also discuss the inefficiencies of government spending, the lasting economic damage of COVID lockdowns, and why Hanke is firmly against tariffs. The two also breaks down the role of commercial banks in money creation and previews his upcoming book, Making Money Work.

Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going!

]]> 3976 [LIVE RADIO SHOW] DEI in Corporate America, Billionaire Tax Breaks, and Marriage Money Mistakes + Listener Q&A! Are government spending plans helping or hurting your wallet? In this live radio episode, Josh takes calls from listeners on everything from estate planning and tax strategies to the latest economic policies shaping personal finances. The conversation covers Warren Buffett’s estate planning philosophy, the tax advantages of ETFs over mutual funds, and the debate over DEI initiatives in corporate America. Listeners call in with questions about financial compatibility in marriage, whether prenups make sense, and how AI is shifting the job market. The episode also digs into government spending proposals, mortgage decisions, and what tax changes could mean for investments. Original Air date: February 22, 2025 Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going! Mon, 24 Feb 2025 11:00:00 -0000 full Josh Jalinski Are government spending plans helping or hurting your wallet? In this live radio episode, Josh takes calls from listeners on everything from estate planning and tax strategies to the latest economic policies shaping personal finances. The conversation covers Warren Buffett’s estate planning philosophy, the tax advantages of ETFs over mutual funds, and the debate over DEI initiatives in corporate America. Listeners call in with questions about financial compatibility in marriage, whether prenups make sense, and how AI is shifting the job market. The episode also digs into government spending proposals, mortgage decisions, and what tax changes could mean for investments. Original Air date: February 22, 2025 Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going! Are government spending plans helping or hurting your wallet? In this live radio episode, Josh takes calls from listeners on everything from estate planning and tax strategies to the latest economic policies shaping personal finances. The conversation covers Warren Buffett’s estate planning philosophy, the tax advantages of ETFs over mutual funds, and the debate over DEI initiatives in corporate America.

Listeners call in with questions about financial compatibility in marriage, whether prenups make sense, and how AI is shifting the job market. The episode also digs into government spending proposals, mortgage decisions, and what tax changes could mean for investments.

Original Air date: February 22, 2025


Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going!

]]> 6468 Ep 51 - Is the Government’s Budget Just One Big Meme? Where is your tax money really going? Josh digs into the latest revelations about government spending, from nonprofit funding to media influence, and what it all means for the economy and taxpayers. With political spending ramping up, he breaks down the financial impact and whether federal oversight is keeping up. Then in Extra Points, X’s AI chatbot, Grok, takes some shots at the show—because apparently, even artificial intelligence has opinions. Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going! Wed, 19 Feb 2025 11:00:00 -0000 full Josh Jalinski Where is your tax money really going? Josh digs into the latest revelations about government spending, from nonprofit funding to media influence, and what it all means for the economy and taxpayers. With political spending ramping up, he breaks down the financial impact and whether federal oversight is keeping up. Then in Extra Points, X’s AI chatbot, Grok, takes some shots at the show—because apparently, even artificial intelligence has opinions. Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going! Where is your tax money really going? Josh digs into the latest revelations about government spending, from nonprofit funding to media influence, and what it all means for the economy and taxpayers. With political spending ramping up, he breaks down the financial impact and whether federal oversight is keeping up.

Then in Extra Points, X’s AI chatbot, Grok, takes some shots at the show—because apparently, even artificial intelligence has opinions.

Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going!

]]> 1393 [LIVE RADIO SHOW] High-Interest Rates, Government Audits, and the Biggest Retirement Risks + Listener Q&A! What’s really going on with the economy today? In this live radio episode, Josh takes caller questions on everything from market volatility to tax strategies, breaking down what’s really happening in the current markets. With inflation, interest rates, and tariffs making headlines, he offers his unfiltered take on how these policies could shake up portfolios and financial plans. Callers also ask questions about annuities, Social Security planning, and how to build a stable retirement income. Josh also dives into government inefficiencies, BlackRock CEO pay, and whether Bitcoin holds up in a world of central bank digital currencies. Air Date: February 15th, 2025 Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going! Mon, 17 Feb 2025 11:00:00 -0000 full Josh Jalinski What’s really going on with the economy today? In this live radio episode, Josh takes caller questions on everything from market volatility to tax strategies, breaking down what’s really happening in the current markets. With inflation, interest rates, and tariffs making headlines, he offers his unfiltered take on how these policies could shake up portfolios and financial plans. Callers also ask questions about annuities, Social Security planning, and how to build a stable retirement income. Josh also dives into government inefficiencies, BlackRock CEO pay, and whether Bitcoin holds up in a world of central bank digital currencies. Air Date: February 15th, 2025 Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going! What’s really going on with the economy today? In this live radio episode, Josh takes caller questions on everything from market volatility to tax strategies, breaking down what’s really happening in the current markets. With inflation, interest rates, and tariffs making headlines, he offers his unfiltered take on how these policies could shake up portfolios and financial plans.

Callers also ask questions about annuities, Social Security planning, and how to build a stable retirement income. Josh also dives into government inefficiencies, BlackRock CEO pay, and whether Bitcoin holds up in a world of central bank digital currencies.


Air Date: February 15th, 2025


Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going!


]]> 6446 Ep 50 - The Tariff Debate: Will Trump’s Plan Help or Hurt? Are tariffs the key to reviving American industry or just another tax in disguise? Josh dives into Trump’s latest proposed tariffs, weighing their impact on the economy, inflation, and everyday Americans. With off-the-cuff analysis, he explores whether protectionist policies can truly boost U.S. businesses or if free trade is still king. Along the way, he breaks down the history of tariffs, their role in global trade, and why some believe they could replace income taxes altogether. Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going! Wed, 12 Feb 2025 11:00:00 -0000 full Josh Jalinski Are tariffs the key to reviving American industry or just another tax in disguise? Josh dives into Trump’s latest proposed tariffs, weighing their impact on the economy, inflation, and everyday Americans. With off-the-cuff analysis, he explores whether protectionist policies can truly boost U.S. businesses or if free trade is still king. Along the way, he breaks down the history of tariffs, their role in global trade, and why some believe they could replace income taxes altogether. Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going! Are tariffs the key to reviving American industry or just another tax in disguise? Josh dives into Trump’s latest proposed tariffs, weighing their impact on the economy, inflation, and everyday Americans. With off-the-cuff analysis, he explores whether protectionist policies can truly boost U.S. businesses or if free trade is still king. Along the way, he breaks down the history of tariffs, their role in global trade, and why some believe they could replace income taxes altogether.

Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going!

]]> 2043 Money, Purpose, and the Legacy You Leave Behind w/ George Cisneros 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 generational wealth transfer, the power of real estate-centric planning, and why most people are unknowingly limiting their own financial future. Plus, a conversation on faith and finance—how stewardship and generosity aren’t just principles but key strategies for long-term success. Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going! Mon, 10 Feb 2025 11:00:00 -0000 full Josh Jalinski 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 generational wealth transfer, the power of real estate-centric planning, and why most people are unknowingly limiting their own financial future. Plus, a conversation on faith and finance—how stewardship and generosity aren’t just principles but key strategies for long-term success. Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going! 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 generational wealth transfer, the power of real estate-centric planning, and why most people are unknowingly limiting their own financial future. Plus, a conversation on faith and finance—how stewardship and generosity aren’t just principles but key strategies for long-term success.


Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going!

]]> 1902 Ep 49 - Building a Retirement Paycheck That Lasts How do you turn your retirement savings into a steady paycheck? Josh guides us through the shift from building wealth to making it last. From dynamic withdrawal strategies to tax-smart income planning, he lays out how inflation, healthcare costs, and market volatility can impact your financial future—and what you can do to stay protected. Then in 'Extra Points,' Josh answers a listener question about navigating retirement with limited savings. Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going! Wed, 05 Feb 2025 11:00:00 -0000 full Josh Jalinski How do you turn your retirement savings into a steady paycheck? Josh guides us through the shift from building wealth to making it last. From dynamic withdrawal strategies to tax-smart income planning, he lays out how inflation, healthcare costs, and market volatility can impact your financial future—and what you can do to stay protected. Then in 'Extra Points,' Josh answers a listener question about navigating retirement with limited savings. Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going! How do you turn your retirement savings into a steady paycheck? Josh guides us through the shift from building wealth to making it last. From dynamic withdrawal strategies to tax-smart income planning, he lays out how inflation, healthcare costs, and market volatility can impact your financial future—and what you can do to stay protected. Then in 'Extra Points,' Josh answers a listener question about navigating retirement with limited savings.


Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going!

]]> 2232 FROM THE ARCHIVES: Ed Slott Breaks Down the Roth IRA Loophole Billionaires Use Are you making costly mistakes with your IRA? Josh revisits a conversation with Ed Slott, one of the country’s top IRA and retirement tax experts. Known as America’s IRA Expert, Ed has built a career helping people avoid costly tax mistakes when managing their retirement savings. With retirement planning constantly evolving, his insights remain as relevant today as ever, especially with ongoing tax policy debates and the increasing importance of Roth IRAs. Josh and Ed break down the tax traps hiding in traditional retirement accounts, why Roth IRAs can be a game-changer, and how permanent life insurance might be the most underrated financial tool in retirement planning. They also touch on real-world examples—like Peter Thiel’s massive Roth IRA—showing just how powerful tax-free strategies can be when used correctly. Original Air Date: September 4th, 2021 Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going! Mon, 03 Feb 2025 11:00:00 -0000 full Josh Jalinski Are you making costly mistakes with your IRA? Josh revisits a conversation with Ed Slott, one of the country’s top IRA and retirement tax experts. Known as America’s IRA Expert, Ed has built a career helping people avoid costly tax mistakes when managing their retirement savings. With retirement planning constantly evolving, his insights remain as relevant today as ever, especially with ongoing tax policy debates and the increasing importance of Roth IRAs. Josh and Ed break down the tax traps hiding in traditional retirement accounts, why Roth IRAs can be a game-changer, and how permanent life insurance might be the most underrated financial tool in retirement planning. They also touch on real-world examples—like Peter Thiel’s massive Roth IRA—showing just how powerful tax-free strategies can be when used correctly. Original Air Date: September 4th, 2021 Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going! Are you making costly mistakes with your IRA? Josh revisits a conversation with Ed Slott, one of the country’s top IRA and retirement tax experts. Known as America’s IRA Expert, Ed has built a career helping people avoid costly tax mistakes when managing their retirement savings. With retirement planning constantly evolving, his insights remain as relevant today as ever, especially with ongoing tax policy debates and the increasing importance of Roth IRAs.

Josh and Ed break down the tax traps hiding in traditional retirement accounts, why Roth IRAs can be a game-changer, and how permanent life insurance might be the most underrated financial tool in retirement planning. They also touch on real-world examples—like Peter Thiel’s massive Roth IRA—showing just how powerful tax-free strategies can be when used correctly.


Original Air Date: September 4th, 2021


Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going!


]]> 3332 Ep 48 - Could an Annuity Be Your Retirement Game-Changer? Annuities—love them or hate them, they’re everywhere in retirement planning. Josh breaks down exactly what annuities are, how they work, and whether they actually make sense for your financial future. From fixed to variable to indexed annuities, he covers the different types, how insurance companies use them, and the key factors to watch out for—like fees, surrender charges, and payout structures. He also digs into why annuities can feel like a pension and whether they’re the right fit for retirement security or just another sales pitch. Then in 'Extra Points,' Josh looks at the classic lottery winner dilemma—should you take the lump sum or the annuity payout? He lays out the numbers, the risks, and why the right choice depends on more than just the jackpot size. Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. Loving the show? Drop a 5-star rating and leave a review—your feedback fuels the game plan! Wed, 29 Jan 2025 11:00:00 -0000 full Josh Jalinski Annuities—love them or hate them, they’re everywhere in retirement planning. Josh breaks down exactly what annuities are, how they work, and whether they actually make sense for your financial future. From fixed to variable to indexed annuities, he covers the different types, how insurance companies use them, and the key factors to watch out for—like fees, surrender charges, and payout structures. He also digs into why annuities can feel like a pension and whether they’re the right fit for retirement security or just another sales pitch. Then in 'Extra Points,' Josh looks at the classic lottery winner dilemma—should you take the lump sum or the annuity payout? He lays out the numbers, the risks, and why the right choice depends on more than just the jackpot size. Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. Loving the show? Drop a 5-star rating and leave a review—your feedback fuels the game plan! Annuities—love them or hate them, they’re everywhere in retirement planning. Josh breaks down exactly what annuities are, how they work, and whether they actually make sense for your financial future. From fixed to variable to indexed annuities, he covers the different types, how insurance companies use them, and the key factors to watch out for—like fees, surrender charges, and payout structures. He also digs into why annuities can feel like a pension and whether they’re the right fit for retirement security or just another sales pitch.

Then in 'Extra Points,' Josh looks at the classic lottery winner dilemma—should you take the lump sum or the annuity payout? He lays out the numbers, the risks, and why the right choice depends on more than just the jackpot size.


Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. Loving the show? Drop a 5-star rating and leave a review—your feedback fuels the game plan!

]]> 3290 How Politics and the Economy Collide—And What It Means for You w/ Charles Wheelan (Naked Economics) What happens when politics and economics collide? Josh sits down with Charles Wheelan, economist, Dartmouth professor, and author of the best-selling Naked Economics series, to explore the financial and political forces shaping our world. From ranked choice voting to the realities of inflation, global risks, and government spending, Charles breaks down why these issues matter and how they affect everything from your investments to your daily life. Josh and Charles get into the push for political reform, the challenges of balancing capitalism and democracy, and why some economic myths just won’t die. They also take a detour into Charles’ experiences traveling the world, how different cultures handle money, and what his time in the Amazon taught him about life and economics. 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! Mon, 27 Jan 2025 11:00:00 -0000 full Josh Jalinski What happens when politics and economics collide? Josh sits down with Charles Wheelan, economist, Dartmouth professor, and author of the best-selling Naked Economics series, to explore the financial and political forces shaping our world. From ranked choice voting to the realities of inflation, global risks, and government spending, Charles breaks down why these issues matter and how they affect everything from your investments to your daily life. Josh and Charles get into the push for political reform, the challenges of balancing capitalism and democracy, and why some economic myths just won’t die. They also take a detour into Charles’ experiences traveling the world, how different cultures handle money, and what his time in the Amazon taught him about life and economics. 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! What happens when politics and economics collide? Josh sits down with Charles Wheelan, economist, Dartmouth professor, and author of the best-selling Naked Economics series, to explore the financial and political forces shaping our world. From ranked choice voting to the realities of inflation, global risks, and government spending, Charles breaks down why these issues matter and how they affect everything from your investments to your daily life.

Josh and Charles get into the push for political reform, the challenges of balancing capitalism and democracy, and why some economic myths just won’t die. They also take a detour into Charles’ experiences traveling the world, how different cultures handle money, and what his time in the Amazon taught him about life and economics.


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!

]]> 4294 Ep 47 - How to Avoid Costly Tax Errors and Maximize Deductions How can small business owners make the most of their tax deductions? Josh continues with his small business tax series, focusing on the crucial topic of deductions and the mistakes entrepreneurs need to avoid. From home office write-offs to maximizing tax credits, he unpacks strategies to help reduce taxable income while staying compliant. Josh also highlights the importance of accurate record-keeping and shares practical tips to simplify tax prep and sidestep common errors. Then in 'Extra Points,' the team discusses Taylor Swift’s Eras Tour and its surprising impact on small businesses, sparking a debate about the intersection of culture and commerce. Can’t get enough of The Financial Quarterback? Click ‘Follow’ to stay in the game with every new episode. Loving the show? Drop us a 5-star rating and let us know what you think—it’s your feedback that fuels the playbook! Wed, 22 Jan 2025 11:00:00 -0000 full Josh Jalinski How can small business owners make the most of their tax deductions? Josh continues with his small business tax series, focusing on the crucial topic of deductions and the mistakes entrepreneurs need to avoid. From home office write-offs to maximizing tax credits, he unpacks strategies to help reduce taxable income while staying compliant. Josh also highlights the importance of accurate record-keeping and shares practical tips to simplify tax prep and sidestep common errors. Then in 'Extra Points,' the team discusses Taylor Swift’s Eras Tour and its surprising impact on small businesses, sparking a debate about the intersection of culture and commerce. Can’t get enough of The Financial Quarterback? Click ‘Follow’ to stay in the game with every new episode. Loving the show? Drop us a 5-star rating and let us know what you think—it’s your feedback that fuels the playbook! How can small business owners make the most of their tax deductions? Josh continues with his small business tax series, focusing on the crucial topic of deductions and the mistakes entrepreneurs need to avoid. From home office write-offs to maximizing tax credits, he unpacks strategies to help reduce taxable income while staying compliant. Josh also highlights the importance of accurate record-keeping and shares practical tips to simplify tax prep and sidestep common errors.

Then in 'Extra Points,' the team discusses Taylor Swift’s Eras Tour and its surprising impact on small businesses, sparking a debate about the intersection of culture and commerce.

Can’t get enough of The Financial Quarterback? Click ‘Follow’ to stay in the game with every new episode. Loving the show? Drop us a 5-star rating and let us know what you think—it’s your feedback that fuels the playbook!

]]> 1548 Beating the IRS at Their Own Game w/ Dan Pilla (Pilla Tax) What’s your best defense against the IRS? Josh brings back renowned tax litigation expert Dan Pilla to uncover strategies for navigating today’s complex tax landscape. As the head of Pilla Tax and author of 14 books on tax-related issues, Dan shares his decades of experience fighting and winning cases against the IRS. Together, they dive into expiring provisions of the Tax Cuts and Jobs Act, rising IRS audits, and how small business owners and individuals can protect themselves with proper documentation and smart planning. Josh and Dan break down home office and mileage deductions, year-end tax-saving strategies, and common pitfalls that could trigger IRS scrutiny. They also explore how to navigate disputes with the IRS, from wage levies to appeals, and the importance of staying proactive with your tax strategy. Can’t get enough of The Financial Quarterback? Click 'Subscribe' to never miss a play. Loving the show? Drop us a 5-star rating and share your thoughts in a review. Your feedback fuels the game plan! Tue, 21 Jan 2025 19:53:44 -0000 full Josh Jalinski What’s your best defense against the IRS? Josh brings back renowned tax litigation expert Dan Pilla to uncover strategies for navigating today’s complex tax landscape. As the head of Pilla Tax and author of 14 books on tax-related issues, Dan shares his decades of experience fighting and winning cases against the IRS. Together, they dive into expiring provisions of the Tax Cuts and Jobs Act, rising IRS audits, and how small business owners and individuals can protect themselves with proper documentation and smart planning. Josh and Dan break down home office and mileage deductions, year-end tax-saving strategies, and common pitfalls that could trigger IRS scrutiny. They also explore how to navigate disputes with the IRS, from wage levies to appeals, and the importance of staying proactive with your tax strategy. Can’t get enough of The Financial Quarterback? Click 'Subscribe' to never miss a play. Loving the show? Drop us a 5-star rating and share your thoughts in a review. Your feedback fuels the game plan! What’s your best defense against the IRS? Josh brings back renowned tax litigation expert Dan Pilla to uncover strategies for navigating today’s complex tax landscape. As the head of Pilla Tax and author of 14 books on tax-related issues, Dan shares his decades of experience fighting and winning cases against the IRS. Together, they dive into expiring provisions of the Tax Cuts and Jobs Act, rising IRS audits, and how small business owners and individuals can protect themselves with proper documentation and smart planning.

Josh and Dan break down home office and mileage deductions, year-end tax-saving strategies, and common pitfalls that could trigger IRS scrutiny. They also explore how to navigate disputes with the IRS, from wage levies to appeals, and the importance of staying proactive with your tax strategy.

Can’t get enough of The Financial Quarterback? Click 'Subscribe' to never miss a play. Loving the show? Drop us a 5-star rating and share your thoughts in a review. Your feedback fuels the game plan!

]]> 3567 Ep 46 - Structuring Your Small Business to Save on Taxes How should small business owners navigate the maze of taxes? It's tax prep month on The Financial Quarterback Podcast, and Josh begins by laying out the groundwork for small business tax management. From picking the right structure—LLC or S Corp—to the critical role of keeping accurate records, he unpacks what entrepreneurs need to know before deductions and strategies take center stage in the next episode. Along the way, Josh explores key tax categories like income and self-employment taxes and emphasizes the value of hiring a trustworthy financial team to avoid costly mistakes. Then in 'Extra Points,' Josh shares his thoughts on Netflix’s decision to build a $900 million studio in New Jersey. What does this mean for small businesses in the area? And how do these massive tax breaks stack up against what everyday entrepreneurs face? 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! Wed, 15 Jan 2025 11:00:00 -0000 full Josh Jalinski How should small business owners navigate the maze of taxes? It's tax prep month on The Financial Quarterback Podcast, and Josh begins by laying out the groundwork for small business tax management. From picking the right structure—LLC or S Corp—to the critical role of keeping accurate records, he unpacks what entrepreneurs need to know before deductions and strategies take center stage in the next episode. Along the way, Josh explores key tax categories like income and self-employment taxes and emphasizes the value of hiring a trustworthy financial team to avoid costly mistakes. Then in 'Extra Points,' Josh shares his thoughts on Netflix’s decision to build a $900 million studio in New Jersey. What does this mean for small businesses in the area? And how do these massive tax breaks stack up against what everyday entrepreneurs face? 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! How should small business owners navigate the maze of taxes? It's tax prep month on The Financial Quarterback Podcast, and Josh begins by laying out the groundwork for small business tax management. From picking the right structure—LLC or S Corp—to the critical role of keeping accurate records, he unpacks what entrepreneurs need to know before deductions and strategies take center stage in the next episode. Along the way, Josh explores key tax categories like income and self-employment taxes and emphasizes the value of hiring a trustworthy financial team to avoid costly mistakes.

Then in 'Extra Points,' Josh shares his thoughts on Netflix’s decision to build a $900 million studio in New Jersey. What does this mean for small businesses in the area? And how do these massive tax breaks stack up against what everyday entrepreneurs face?

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!

]]> 2059 The Most Overlooked Tax Breaks for Small Businesses w/ Mark Kohler What’s the cost of procrastinating on your taxes? Josh explores this with CPA, attorney, and financial strategist Mark J. Kohler, host of The Main Street Business Podcast. Known for helping entrepreneurs and families navigate tax, legal, and wealth-building strategies, Mark breaks down actionable tips like leveraging S Corporations, family board meetings, and Roth IRAs for kids, while sharing his expertise on year-end tax moves and financial planning essentials. Together, Josh and Mark dig into why S Corporations can be a game-changer for cutting self-employment taxes, how to turn family board meetings into tax deductions, and ways to use Roth IRAs for your kids to save now and build their financial future. The two also cover year-end moves like buying vehicles or equipment for bonus depreciation, leveraging HSAs for tax benefits, and making sense of crypto taxation as it continues to evolve. Check out more from Mark Kohler on his website and his educational platform for small business owners. Can't get enough of The Financial Quarterback? Click 'Subscribe' to never miss a play. Loving the playbook? Drop us a 5-star rating and share your thoughts in a review. Your feedback fuels the game plan! Mon, 13 Jan 2025 11:00:00 -0000 full Josh Jalinski What’s the cost of procrastinating on your taxes? Josh explores this with CPA, attorney, and financial strategist Mark J. Kohler, host of The Main Street Business Podcast. Known for helping entrepreneurs and families navigate tax, legal, and wealth-building strategies, Mark breaks down actionable tips like leveraging S Corporations, family board meetings, and Roth IRAs for kids, while sharing his expertise on year-end tax moves and financial planning essentials. Together, Josh and Mark dig into why S Corporations can be a game-changer for cutting self-employment taxes, how to turn family board meetings into tax deductions, and ways to use Roth IRAs for your kids to save now and build their financial future. The two also cover year-end moves like buying vehicles or equipment for bonus depreciation, leveraging HSAs for tax benefits, and making sense of crypto taxation as it continues to evolve. Check out more from Mark Kohler on his website and his educational platform for small business owners. Can't get enough of The Financial Quarterback? Click 'Subscribe' to never miss a play. Loving the playbook? Drop us a 5-star rating and share your thoughts in a review. Your feedback fuels the game plan! What’s the cost of procrastinating on your taxes? Josh explores this with CPA, attorney, and financial strategist Mark J. Kohler, host of The Main Street Business Podcast. Known for helping entrepreneurs and families navigate tax, legal, and wealth-building strategies, Mark breaks down actionable tips like leveraging S Corporations, family board meetings, and Roth IRAs for kids, while sharing his expertise on year-end tax moves and financial planning essentials.

Together, Josh and Mark dig into why S Corporations can be a game-changer for cutting self-employment taxes, how to turn family board meetings into tax deductions, and ways to use Roth IRAs for your kids to save now and build their financial future. The two also cover year-end moves like buying vehicles or equipment for bonus depreciation, leveraging HSAs for tax benefits, and making sense of crypto taxation as it continues to evolve.

Check out more from Mark Kohler on his website and his educational platform for small business owners.

Can't get enough of The Financial Quarterback? Click 'Subscribe' to never miss a play. Loving the playbook? Drop us a 5-star rating and share your thoughts in a review. Your feedback fuels the game plan!

]]> 3171 Ep 45 - Surviving Inflation and Competition as a Small Business Owner What does it take to build and sustain a thriving small business in today’s economy? Josh breaks down the challenges small business owners face, from inflation and competition to tax strategies and cash flow management. Drawing from his own experience as a young entrepreneur, he lays out actionable steps to create a strong financial foundation for your business and navigate the complexities of running a company in a competitive market. Then in 'Extra Points,' the conversation turns to Starbucks and its recent struggles in maintaining its foothold as a giant in the coffee world. Josh and the team examine what’s going wrong for the company and what small businesses can learn from their missteps. 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! Wed, 08 Jan 2025 11:00:00 -0000 full Josh Jalinski What does it take to build and sustain a thriving small business in today’s economy? Josh breaks down the challenges small business owners face, from inflation and competition to tax strategies and cash flow management. Drawing from his own experience as a young entrepreneur, he lays out actionable steps to create a strong financial foundation for your business and navigate the complexities of running a company in a competitive market. Then in 'Extra Points,' the conversation turns to Starbucks and its recent struggles in maintaining its foothold as a giant in the coffee world. Josh and the team examine what’s going wrong for the company and what small businesses can learn from their missteps. 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! What does it take to build and sustain a thriving small business in today’s economy? Josh breaks down the challenges small business owners face, from inflation and competition to tax strategies and cash flow management. Drawing from his own experience as a young entrepreneur, he lays out actionable steps to create a strong financial foundation for your business and navigate the complexities of running a company in a competitive market.

Then in 'Extra Points,' the conversation turns to Starbucks and its recent struggles in maintaining its foothold as a giant in the coffee world. Josh and the team examine what’s going wrong for the company and what small businesses can learn from their missteps.

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!

]]> 2539 How Popular Gurus Are Failing Investors w/ David McKnight What’s the real cost of following mainstream financial gurus? Josh brings back bestselling author David McKnight to unpack his latest book, The Guru Gap: How America’s Financial Gurus Are Leading You Astray, and How to Get Back on Track. They dissect "advice" from popular figures like Dave Ramsey and Suze Orman, highlighting why their broad strategies might not work for everyone—and what you can do instead. Josh and David dig into nuanced financial strategies, including Roth conversions, annuities, and life insurance, explaining how these tools can help mitigate longevity risk and take advantage of current tax laws. They also discuss how Trump-era tax cuts impact Roth planning and why personalized advice beats generic rules of thumb every time. Plus, the two bond over the joys and challenges of raising seven kids each. 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! Mon, 06 Jan 2025 11:00:00 -0000 full Josh Jalinski What’s the real cost of following mainstream financial gurus? Josh brings back bestselling author David McKnight to unpack his latest book, The Guru Gap: How America’s Financial Gurus Are Leading You Astray, and How to Get Back on Track. They dissect "advice" from popular figures like Dave Ramsey and Suze Orman, highlighting why their broad strategies might not work for everyone—and what you can do instead. Josh and David dig into nuanced financial strategies, including Roth conversions, annuities, and life insurance, explaining how these tools can help mitigate longevity risk and take advantage of current tax laws. They also discuss how Trump-era tax cuts impact Roth planning and why personalized advice beats generic rules of thumb every time. Plus, the two bond over the joys and challenges of raising seven kids each. 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! What’s the real cost of following mainstream financial gurus? Josh brings back bestselling author David McKnight to unpack his latest book, The Guru Gap: How America’s Financial Gurus Are Leading You Astray, and How to Get Back on Track. They dissect "advice" from popular figures like Dave Ramsey and Suze Orman, highlighting why their broad strategies might not work for everyone—and what you can do instead.

Josh and David dig into nuanced financial strategies, including Roth conversions, annuities, and life insurance, explaining how these tools can help mitigate longevity risk and take advantage of current tax laws. They also discuss how Trump-era tax cuts impact Roth planning and why personalized advice beats generic rules of thumb every time. Plus, the two bond over the joys and challenges of raising seven kids each.

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!

]]> 3846 Ep 6 - America's Roman Empire: Are We Witnessing the Fall? Everyone's Talking About Their 'Roman Empire'—But What Does It Mean for America's Financial Future? Josh dives into the resurgence of the Roman Empire in today's cultural zeitgeist, questioning what this fascination reveals about our own era's concerns with debt, inflation, and the potential decline of the American empire. He draws parallels between ancient Rome's fall and the current fiscal challenges facing the United States, such as unsustainable debts and the erosion of international trust, which could threaten its status as a global superpower. Josh also examines the rise of digital currencies like Bitcoin as modern society's response to traditional currency manipulation. Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! Fri, 03 Jan 2025 07:40:00 -0000 full Josh Jalinski Everyone's Talking About Their 'Roman Empire'—But What Does It Mean for America's Financial Future? Josh dives into the resurgence of the Roman Empire in today's cultural zeitgeist, questioning what this fascination reveals about our own era's concerns with debt, inflation, and the potential decline of the American empire. He draws parallels between ancient Rome's fall and the current fiscal challenges facing the United States, such as unsustainable debts and the erosion of international trust, which could threaten its status as a global superpower. Josh also examines the rise of digital currencies like Bitcoin as modern society's response to traditional currency manipulation. Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! Everyone's Talking About Their 'Roman Empire'—But What Does It Mean for America's Financial Future? Josh dives into the resurgence of the Roman Empire in today's cultural zeitgeist, questioning what this fascination reveals about our own era's concerns with debt, inflation, and the potential decline of the American empire. He draws parallels between ancient Rome's fall and the current fiscal challenges facing the United States, such as unsustainable debts and the erosion of international trust, which could threaten its status as a global superpower. Josh also examines the rise of digital currencies like Bitcoin as modern society's response to traditional currency manipulation.


Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game!

]]> 1424 no Ep 28 - Why Taxpayers Keep Paying for Billionaire Stadiums Are taxpayer-funded sports stadiums a financial blessing or a burden? Josh dives into this hot-button issue, exploring the true economic impact and cultural significance of iconic arenas like Yankee Stadium and Fenway Park. He scrutinizes whether these massive public expenditures truly benefit the communities they claim to uplift, or if they merely line the pockets of billionaire team owners. From Milwaukee to Buffalo, Josh breaks down the promises of job creation and neighborhood revitalization, challenging the role of politicians in facilitating corporate welfare. Plus, in "Extra Points," Josh and his team debate the practicality of Ubering versus driving to a game and explore how stadium naming rights play into the larger financial picture. 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! Wed, 01 Jan 2025 06:50:00 -0000 full Josh Jalinski Are taxpayer-funded sports stadiums a financial blessing or a burden? Josh dives into this hot-button issue, exploring the true economic impact and cultural significance of iconic arenas like Yankee Stadium and Fenway Park. He scrutinizes whether these massive public expenditures truly benefit the communities they claim to uplift, or if they merely line the pockets of billionaire team owners. From Milwaukee to Buffalo, Josh breaks down the promises of job creation and neighborhood revitalization, challenging the role of politicians in facilitating corporate welfare. Plus, in "Extra Points," Josh and his team debate the practicality of Ubering versus driving to a game and explore how stadium naming rights play into the larger financial picture. 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! Are taxpayer-funded sports stadiums a financial blessing or a burden? Josh dives into this hot-button issue, exploring the true economic impact and cultural significance of iconic arenas like Yankee Stadium and Fenway Park. He scrutinizes whether these massive public expenditures truly benefit the communities they claim to uplift, or if they merely line the pockets of billionaire team owners. From Milwaukee to Buffalo, Josh breaks down the promises of job creation and neighborhood revitalization, challenging the role of politicians in facilitating corporate welfare.


Plus, in "Extra Points," Josh and his team debate the practicality of Ubering versus driving to a game and explore how stadium naming rights play into the larger financial picture.


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!

]]> 2720 no BEST OF: The 2024 Financial Draft Are you ready to draft the ultimate financial strategy? Josh kicks off this episode by breaking down how to build a well-rounded financial team, focusing on diversification and managing risk. He guides you through the importance of balancing offensive and defensive investments, ensuring that your portfolio is set up for long-term success, especially as retirement approaches. Then, it’s draft day! In the second half of the episode, Josh teams up with Producers Jim and Fisher to dive into the 2024 Financial Draft. Together, they compete to select the best financial assets—picking everything from stocks and bonds to alternative investments—as they each build their own dream portfolios. It's a high-stakes financial showdown, where the goal is to craft a winning strategy for future wealth and retirement security. 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! Mon, 30 Dec 2024 09:17:00 -0000 full Josh Jalinski Are you ready to draft the ultimate financial strategy? Josh kicks off this episode by breaking down how to build a well-rounded financial team, focusing on diversification and managing risk. He guides you through the importance of balancing offensive and defensive investments, ensuring that your portfolio is set up for long-term success, especially as retirement approaches. Then, it’s draft day! In the second half of the episode, Josh teams up with Producers Jim and Fisher to dive into the 2024 Financial Draft. Together, they compete to select the best financial assets—picking everything from stocks and bonds to alternative investments—as they each build their own dream portfolios. It's a high-stakes financial showdown, where the goal is to craft a winning strategy for future wealth and retirement security. 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! Are you ready to draft the ultimate financial strategy? Josh kicks off this episode by breaking down how to build a well-rounded financial team, focusing on diversification and managing risk. He guides you through the importance of balancing offensive and defensive investments, ensuring that your portfolio is set up for long-term success, especially as retirement approaches.


Then, it’s draft day! In the second half of the episode, Josh teams up with Producers Jim and Fisher to dive into the 2024 Financial Draft. Together, they compete to select the best financial assets—picking everything from stocks and bonds to alternative investments—as they each build their own dream portfolios. It's a high-stakes financial showdown, where the goal is to craft a winning strategy for future wealth and retirement security.


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!

]]> 2692 no Ep 44 - The Financial Quarterback Saves Christmas (& Hanukkah)! The Island of Misfit Toys is taking over the Financial Quarterback! Josh and the studio team—his self-proclaimed band of misfits—dive into Christmas and Hanukkah spending, gift-giving, and the surprising financial lessons behind the season. With Josh leading the pack like Rudolph, they break down how to balance budgets, navigate the quirks of family traditions, and find value in what truly matters. It’s a fun and spirited take on the most wonderful (and expensive) time of the year! Can’t get enough of the Financial Quarterback? Click 'Subscribe' to never miss a play. Loving the playbook? Drop us a 5-star rating and share your thoughts in a review. Your feedback fuels the game plan! Mon, 23 Dec 2024 11:00:00 -0000 full Josh Jalinski The Island of Misfit Toys is taking over the Financial Quarterback! Josh and the studio team—his self-proclaimed band of misfits—dive into Christmas and Hanukkah spending, gift-giving, and the surprising financial lessons behind the season. With Josh leading the pack like Rudolph, they break down how to balance budgets, navigate the quirks of family traditions, and find value in what truly matters. It’s a fun and spirited take on the most wonderful (and expensive) time of the year! Can’t get enough of the Financial Quarterback? Click 'Subscribe' to never miss a play. Loving the playbook? Drop us a 5-star rating and share your thoughts in a review. Your feedback fuels the game plan! The Island of Misfit Toys is taking over the Financial Quarterback! Josh and the studio team—his self-proclaimed band of misfits—dive into Christmas and Hanukkah spending, gift-giving, and the surprising financial lessons behind the season. With Josh leading the pack like Rudolph, they break down how to balance budgets, navigate the quirks of family traditions, and find value in what truly matters. It’s a fun and spirited take on the most wonderful (and expensive) time of the year!


Can’t get enough of the Financial Quarterback? Click 'Subscribe' to never miss a play. Loving the playbook? Drop us a 5-star rating and share your thoughts in a review. Your feedback fuels the game plan!

]]> 1600 Ep 43 - What Happens When Wall Street Buys Your Favorite Franchise? What happens when Wall Street takes a bite out of a Jersey institution? Josh shares his take on Blackstone's $8 billion deal to buy Jersey Mike’s. He dives into the sandwich shop’s rise from local legend to franchise powerhouse and what private equity ownership might mean for your beloved subs. Will Blackstone keep the Jersey flavor alive, or will profit margins take over? Josh doesn’t hold back as he digs into the economics, the risks, and the lessons investors can learn from this massive deal. Then, in Extra Points, Josh gives his raw thoughts on Jaguar’s controversial new rebrand—because when you’re ditching your iconic legacy for electric vehicles and a flashy new logo, it’s bound to stir up some opinions. Is the luxury brand steering into success or headed for a collision with its legacy? 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! Wed, 18 Dec 2024 11:00:00 -0000 full Josh Jalinski What happens when Wall Street takes a bite out of a Jersey institution? Josh shares his take on Blackstone's $8 billion deal to buy Jersey Mike’s. He dives into the sandwich shop’s rise from local legend to franchise powerhouse and what private equity ownership might mean for your beloved subs. Will Blackstone keep the Jersey flavor alive, or will profit margins take over? Josh doesn’t hold back as he digs into the economics, the risks, and the lessons investors can learn from this massive deal. Then, in Extra Points, Josh gives his raw thoughts on Jaguar’s controversial new rebrand—because when you’re ditching your iconic legacy for electric vehicles and a flashy new logo, it’s bound to stir up some opinions. Is the luxury brand steering into success or headed for a collision with its legacy? 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! What happens when Wall Street takes a bite out of a Jersey institution? Josh shares his take on Blackstone's $8 billion deal to buy Jersey Mike’s. He dives into the sandwich shop’s rise from local legend to franchise powerhouse and what private equity ownership might mean for your beloved subs. Will Blackstone keep the Jersey flavor alive, or will profit margins take over? Josh doesn’t hold back as he digs into the economics, the risks, and the lessons investors can learn from this massive deal.

Then, in Extra Points, Josh gives his raw thoughts on Jaguar’s controversial new rebrand—because when you’re ditching your iconic legacy for electric vehicles and a flashy new logo, it’s bound to stir up some opinions. Is the luxury brand steering into success or headed for a collision with its legacy?

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!

]]> 1736 no The Truth About Building Wealth in Stocks w/ Brian Feroldi (Long Term Mindset) How does the stock market go up, and what role does smart investing play in building wealth? Josh sits down with Brian Feroldi, financial educator, author, and host of the Youtube channel Long Term Mindset, to explore these topics. Brian discusses his journey from financial illiteracy to becoming a trusted voice in the investing world and shares insights from his book, Why Does the Stock Market Go Up? Their conversation covers the basics of wealth-building, including compound interest, the Rule of 72, and automating financial habits. Brian and Josh discuss ETFs versus mutual funds, strategies for valuing companies at different growth stages, and lessons from market icons like Warren Buffett. The two also delve into the healthcare and tech sectors, with Brian spotlighting advancements like room-temperature organ transplant technology as part of the evolving investment landscape. 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! Mon, 16 Dec 2024 11:00:00 -0000 full Josh Jalinski How does the stock market go up, and what role does smart investing play in building wealth? Josh sits down with Brian Feroldi, financial educator, author, and host of the Youtube channel Long Term Mindset, to explore these topics. Brian discusses his journey from financial illiteracy to becoming a trusted voice in the investing world and shares insights from his book, Why Does the Stock Market Go Up? Their conversation covers the basics of wealth-building, including compound interest, the Rule of 72, and automating financial habits. Brian and Josh discuss ETFs versus mutual funds, strategies for valuing companies at different growth stages, and lessons from market icons like Warren Buffett. The two also delve into the healthcare and tech sectors, with Brian spotlighting advancements like room-temperature organ transplant technology as part of the evolving investment landscape. 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! How does the stock market go up, and what role does smart investing play in building wealth? Josh sits down with Brian Feroldi, financial educator, author, and host of the Youtube channel Long Term Mindset, to explore these topics. Brian discusses his journey from financial illiteracy to becoming a trusted voice in the investing world and shares insights from his book, Why Does the Stock Market Go Up?

Their conversation covers the basics of wealth-building, including compound interest, the Rule of 72, and automating financial habits. Brian and Josh discuss ETFs versus mutual funds, strategies for valuing companies at different growth stages, and lessons from market icons like Warren Buffett. The two also delve into the healthcare and tech sectors, with Brian spotlighting advancements like room-temperature organ transplant technology as part of the evolving investment landscape.

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!

]]> 2955 Ep 42 - What Disney Tells Us About America’s Love for Consumerism How much does the magic of Disney really cost? Josh looks back on his own childhood trips to Disney while digging into how these family vacations have turned into massive money pits. From soaring ticket prices to overpriced souvenirs and meals, Josh breaks down the true cost of a Disney trip and why it’s gotten so out of control. He also shares easy tips to help families save money on their Disney adventures—like visiting during off-peak times or cutting out unnecessary extras—and throws in some fun ideas for affordable vacation alternatives. Plus, in Extra Points, Josh looks at a wild story about a Disney lawsuit and a gives a lesson about keeping your financial priorities in check before spending big. 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! Wed, 11 Dec 2024 11:00:00 -0000 full Josh Jalinski How much does the magic of Disney really cost? Josh looks back on his own childhood trips to Disney while digging into how these family vacations have turned into massive money pits. From soaring ticket prices to overpriced souvenirs and meals, Josh breaks down the true cost of a Disney trip and why it’s gotten so out of control. He also shares easy tips to help families save money on their Disney adventures—like visiting during off-peak times or cutting out unnecessary extras—and throws in some fun ideas for affordable vacation alternatives. Plus, in Extra Points, Josh looks at a wild story about a Disney lawsuit and a gives a lesson about keeping your financial priorities in check before spending big. 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! How much does the magic of Disney really cost? Josh looks back on his own childhood trips to Disney while digging into how these family vacations have turned into massive money pits. From soaring ticket prices to overpriced souvenirs and meals, Josh breaks down the true cost of a Disney trip and why it’s gotten so out of control. He also shares easy tips to help families save money on their Disney adventures—like visiting during off-peak times or cutting out unnecessary extras—and throws in some fun ideas for affordable vacation alternatives. Plus, in Extra Points, Josh looks at a wild story about a Disney lawsuit and a gives a lesson about keeping your financial priorities in check before spending big.


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!

]]> 1890 no Peter Schiff Shares Bold Predictions on Gold, Bitcoin, and the U.S. Economy What’s the real story behind gold’s rise, Bitcoin’s bubble, and the shaky state of the U.S. economy? Josh sits down with Peter Schiff, renowned economist and CEO of Euro Pacific Capital, for an unfiltered conversation that dives into it all. Peter shares his bold prediction for gold, expecting prices to soar past $3,000, and doesn’t hold back, labeling Bitcoin as a speculative bubble on the brink of collapse. Josh and Peter then break down Trump’s economic policies and tariffs, examining their potential impacts on the dollar and global trade. They also dig into the historical failures of government spending cuts, cautioning against blind faith in political reforms. The two end with strategies for tackling inflation and economic uncertainty, including smart investments in gold, foreign equities, and income-producing real estate. 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! Mon, 09 Dec 2024 11:00:00 -0000 full Josh Jalinski What’s the real story behind gold’s rise, Bitcoin’s bubble, and the shaky state of the U.S. economy? Josh sits down with Peter Schiff, renowned economist and CEO of Euro Pacific Capital, for an unfiltered conversation that dives into it all. Peter shares his bold prediction for gold, expecting prices to soar past $3,000, and doesn’t hold back, labeling Bitcoin as a speculative bubble on the brink of collapse. Josh and Peter then break down Trump’s economic policies and tariffs, examining their potential impacts on the dollar and global trade. They also dig into the historical failures of government spending cuts, cautioning against blind faith in political reforms. The two end with strategies for tackling inflation and economic uncertainty, including smart investments in gold, foreign equities, and income-producing real estate. 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! What’s the real story behind gold’s rise, Bitcoin’s bubble, and the shaky state of the U.S. economy? Josh sits down with Peter Schiff, renowned economist and CEO of Euro Pacific Capital, for an unfiltered conversation that dives into it all. Peter shares his bold prediction for gold, expecting prices to soar past $3,000, and doesn’t hold back, labeling Bitcoin as a speculative bubble on the brink of collapse.

Josh and Peter then break down Trump’s economic policies and tariffs, examining their potential impacts on the dollar and global trade. They also dig into the historical failures of government spending cuts, cautioning against blind faith in political reforms. The two end with strategies for tackling inflation and economic uncertainty, including smart investments in gold, foreign equities, and income-producing real estate.

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!

]]> 3293 no Why Bitcoin Is More Than a Cryptocurrency Revolution w/ Marty Bent (TFTC) Is Bitcoin the financial revolution that could upend traditional banking? Josh sits down with Marty Bent, managing partner at 1031 and host of TFTC: A Bitcoin Podcast, for a deep dive into the potential of digital currency. Josh and Marty discuss how Bitcoin is more than just a tech trend—it’s a monetary revolution with the potential to upend traditional finance. Marty shares his take on why nation-states, even the U.S., may soon consider holding Bitcoin reserves and how this shift could change global market dynamics. The two dissect Bitcoin’s superiority over altcoins, its unmatched decentralization, and the lessons learned from recent collapses like FTX and Celsius. They also go through potential strategies for newcomers into the crypto world, offering tips on how to start safely and understand the importance of secure, long-term investment approaches. 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! Wed, 04 Dec 2024 11:00:00 -0000 full Josh Jalinski Is Bitcoin the financial revolution that could upend traditional banking? Josh sits down with Marty Bent, managing partner at 1031 and host of TFTC: A Bitcoin Podcast, for a deep dive into the potential of digital currency. Josh and Marty discuss how Bitcoin is more than just a tech trend—it’s a monetary revolution with the potential to upend traditional finance. Marty shares his take on why nation-states, even the U.S., may soon consider holding Bitcoin reserves and how this shift could change global market dynamics. The two dissect Bitcoin’s superiority over altcoins, its unmatched decentralization, and the lessons learned from recent collapses like FTX and Celsius. They also go through potential strategies for newcomers into the crypto world, offering tips on how to start safely and understand the importance of secure, long-term investment approaches. 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! Is Bitcoin the financial revolution that could upend traditional banking? Josh sits down with Marty Bent, managing partner at 1031 and host of TFTC: A Bitcoin Podcast, for a deep dive into the potential of digital currency.

Josh and Marty discuss how Bitcoin is more than just a tech trend—it’s a monetary revolution with the potential to upend traditional finance. Marty shares his take on why nation-states, even the U.S., may soon consider holding Bitcoin reserves and how this shift could change global market dynamics. The two dissect Bitcoin’s superiority over altcoins, its unmatched decentralization, and the lessons learned from recent collapses like FTX and Celsius. They also go through potential strategies for newcomers into the crypto world, offering tips on how to start safely and understand the importance of secure, long-term investment approaches.


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!

]]> 4570 no [LIVE RADIO SHOW] Black Friday’s Economic Surge, Inflation’s Grip on America, and Maximizing Tax Savings + Listener Q&A! What’s the secret to wrapping up the year with a stronger financial game plan? Josh is live, kicking off the episode with a look at Black Friday shopping trends and their ripple effects across the economy. From there, he takes on Bitcoin’s market buzz and the surprising moves billionaires are making. He then walks through tax loss harvesting tips, explains Roth conversion bracket filling, and breaks down RMD strategies like Qualified Charitable Distributions. Josh also takes listener questions throughout the episode, bringing up everything from gifting stock to balancing risk with precious metals. He then wraps up the live show with insights into Bitcoin’s role in portfolio planning. Air Date: November 30, 2024 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! Mon, 02 Dec 2024 11:00:00 -0000 full Josh Jalinski What’s the secret to wrapping up the year with a stronger financial game plan? Josh is live, kicking off the episode with a look at Black Friday shopping trends and their ripple effects across the economy. From there, he takes on Bitcoin’s market buzz and the surprising moves billionaires are making. He then walks through tax loss harvesting tips, explains Roth conversion bracket filling, and breaks down RMD strategies like Qualified Charitable Distributions. Josh also takes listener questions throughout the episode, bringing up everything from gifting stock to balancing risk with precious metals. He then wraps up the live show with insights into Bitcoin’s role in portfolio planning. Air Date: November 30, 2024 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! What’s the secret to wrapping up the year with a stronger financial game plan? Josh is live, kicking off the episode with a look at Black Friday shopping trends and their ripple effects across the economy. From there, he takes on Bitcoin’s market buzz and the surprising moves billionaires are making. He then walks through tax loss harvesting tips, explains Roth conversion bracket filling, and breaks down RMD strategies like Qualified Charitable Distributions. Josh also takes listener questions throughout the episode, bringing up everything from gifting stock to balancing risk with precious metals. He then wraps up the live show with insights into Bitcoin’s role in portfolio planning.


Air Date: November 30, 2024


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!


]]> 6161 Ep 41 - RMD Deadlines and What Could Be at Stake for Your Retirement How do you navigate the new RMD rules without paying hefty penalties? Josh deep dives into Required Minimum Distributions (RMDs) and their impact on your retirement plan, especially as new regulations from the SECURE 2.0 Act kicked in for 2024. With RMDs now beginning at age 73, Josh explains the critical deadlines to watch and the strategies that can help you minimize tax burdens. Josh covers the severe 50% excise tax penalty for missed RMDs and offers practical ways to avoid it, like setting up automatic distributions and understanding the Required Beginning Date (RBD). He explores opportunities for Roth IRA conversions after fulfilling RMD obligations and highlights the importance of handling inherited IRAs correctly to prevent unexpected tax hits for your beneficiaries. 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! Wed, 27 Nov 2024 11:00:00 -0000 full Josh Jalinski How do you navigate the new RMD rules without paying hefty penalties? Josh deep dives into Required Minimum Distributions (RMDs) and their impact on your retirement plan, especially as new regulations from the SECURE 2.0 Act kicked in for 2024. With RMDs now beginning at age 73, Josh explains the critical deadlines to watch and the strategies that can help you minimize tax burdens. Josh covers the severe 50% excise tax penalty for missed RMDs and offers practical ways to avoid it, like setting up automatic distributions and understanding the Required Beginning Date (RBD). He explores opportunities for Roth IRA conversions after fulfilling RMD obligations and highlights the importance of handling inherited IRAs correctly to prevent unexpected tax hits for your beneficiaries. 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! How do you navigate the new RMD rules without paying hefty penalties? Josh deep dives into Required Minimum Distributions (RMDs) and their impact on your retirement plan, especially as new regulations from the SECURE 2.0 Act kicked in for 2024. With RMDs now beginning at age 73, Josh explains the critical deadlines to watch and the strategies that can help you minimize tax burdens.

Josh covers the severe 50% excise tax penalty for missed RMDs and offers practical ways to avoid it, like setting up automatic distributions and understanding the Required Beginning Date (RBD). He explores opportunities for Roth IRA conversions after fulfilling RMD obligations and highlights the importance of handling inherited IRAs correctly to prevent unexpected tax hits for your beneficiaries.

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!

]]> 1702 no [LIVE RADIO SHOW] Bitcoin Hits 100k, Buffett’s Cash Playbook, and Holiday Budgeting Tips + Listener Q&A! We’re live, and Josh is diving into the week’s biggest financial shifts, from Bitcoin’s explosive climb toward $100,000 to Warren Buffett’s surprising cash strategies. With Gary Gensler stepping down as SEC Chairman, Josh unpacks what this means for crypto regulations and institutional adoption, offering his take on the shifting landscape. Josh also takes listener calls on a range of topics, breaking down Target’s earnings slump, Walmart’s consumer trends, Social Security updates, inheritance planning, and holiday spending dilemmas. Original Air Date: November 23, 2024 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! Mon, 25 Nov 2024 11:00:00 -0000 full Josh Jalinski We’re live, and Josh is diving into the week’s biggest financial shifts, from Bitcoin’s explosive climb toward $100,000 to Warren Buffett’s surprising cash strategies. With Gary Gensler stepping down as SEC Chairman, Josh unpacks what this means for crypto regulations and institutional adoption, offering his take on the shifting landscape. Josh also takes listener calls on a range of topics, breaking down Target’s earnings slump, Walmart’s consumer trends, Social Security updates, inheritance planning, and holiday spending dilemmas. Original Air Date: November 23, 2024 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! We’re live, and Josh is diving into the week’s biggest financial shifts, from Bitcoin’s explosive climb toward $100,000 to Warren Buffett’s surprising cash strategies. With Gary Gensler stepping down as SEC Chairman, Josh unpacks what this means for crypto regulations and institutional adoption, offering his take on the shifting landscape. Josh also takes listener calls on a range of topics, breaking down Target’s earnings slump, Walmart’s consumer trends, Social Security updates, inheritance planning, and holiday spending dilemmas.


Original Air Date: November 23, 2024


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!

]]> 6405 no Ep 40 - Inside the Money Wars of the 2024 Election How does money really shape election outcomes? Josh breaks down the financials of the 2024 election, comparing Kamala Harris’s hefty campaign spending and debt with Donald Trump's cost-conscious approach. He dives into how candidates harnessed—or in some cases, missed—opportunities on social media and podcasts, transforming traditional campaigning. Then, in Extra Points, Josh looks into the story of how the satirical website The Onion acquired Alex Jones's Infowars domain—and why this unexpected twist has the internet talking. Plus, stick around until the end of the episode where Josh shares an important warning about the surging crypto market—and why buying in at the peak could be a costly mistake. Can’t get enough of The Financial Quarterback? Click 'Subscribe' to stay in the loop. Loving our game plan? Drop us a 5-star rating and share your thoughts in a review. Your feedback fuels the show! Wed, 20 Nov 2024 11:00:00 -0000 full Josh Jalinski How does money really shape election outcomes? Josh breaks down the financials of the 2024 election, comparing Kamala Harris’s hefty campaign spending and debt with Donald Trump's cost-conscious approach. He dives into how candidates harnessed—or in some cases, missed—opportunities on social media and podcasts, transforming traditional campaigning. Then, in Extra Points, Josh looks into the story of how the satirical website The Onion acquired Alex Jones's Infowars domain—and why this unexpected twist has the internet talking. Plus, stick around until the end of the episode where Josh shares an important warning about the surging crypto market—and why buying in at the peak could be a costly mistake. Can’t get enough of The Financial Quarterback? Click 'Subscribe' to stay in the loop. Loving our game plan? Drop us a 5-star rating and share your thoughts in a review. Your feedback fuels the show! How does money really shape election outcomes? Josh breaks down the financials of the 2024 election, comparing Kamala Harris’s hefty campaign spending and debt with Donald Trump's cost-conscious approach. He dives into how candidates harnessed—or in some cases, missed—opportunities on social media and podcasts, transforming traditional campaigning.

Then, in Extra Points, Josh looks into the story of how the satirical website The Onion acquired Alex Jones's Infowars domain—and why this unexpected twist has the internet talking. Plus, stick around until the end of the episode where Josh shares an important warning about the surging crypto market—and why buying in at the peak could be a costly mistake.


Can’t get enough of The Financial Quarterback? Click 'Subscribe' to stay in the loop. Loving our game plan? Drop us a 5-star rating and share your thoughts in a review. Your feedback fuels the show!

]]> 1256 no [LIVE RADIO SHOW] Election Drama’s Market Fallout, Bitcoin Frenzy, and Tax-Saving Tricks + Listener Q&A! We’re live, and Josh is talking about the financial shifts of the week, unpacking how recent political upheavals could influence the markets. As firms like Goldman Sachs put out their forecasts, Josh shares his own take, using past data to make sense of it all. He also takes listener calls, exploring topics from the impact of the new presidential cabinet on economic policies to the role of Bitcoin in today’s financial landscape and strategies for protecting your retirement from unexpected tax hits. Original Air Date: November 17, 2024 Can't get enough of the Financial Quarterback? Click 'Subscribe' to never miss a play. Loving the playbook? Drop us a 5-star rating and share your thoughts in a review. Your feedback fuels the game plan! Mon, 18 Nov 2024 11:00:00 -0000 full Josh Jalinski We’re live, and Josh is talking about the financial shifts of the week, unpacking how recent political upheavals could influence the markets. As firms like Goldman Sachs put out their forecasts, Josh shares his own take, using past data to make sense of it all. He also takes listener calls, exploring topics from the impact of the new presidential cabinet on economic policies to the role of Bitcoin in today’s financial landscape and strategies for protecting your retirement from unexpected tax hits. Original Air Date: November 17, 2024 Can't get enough of the Financial Quarterback? Click 'Subscribe' to never miss a play. Loving the playbook? Drop us a 5-star rating and share your thoughts in a review. Your feedback fuels the game plan! We’re live, and Josh is talking about the financial shifts of the week, unpacking how recent political upheavals could influence the markets. As firms like Goldman Sachs put out their forecasts, Josh shares his own take, using past data to make sense of it all. He also takes listener calls, exploring topics from the impact of the new presidential cabinet on economic policies to the role of Bitcoin in today’s financial landscape and strategies for protecting your retirement from unexpected tax hits.


Original Air Date: November 17, 2024


Can't get enough of the Financial Quarterback? Click 'Subscribe' to never miss a play. Loving the playbook? Drop us a 5-star rating and share your thoughts in a review. Your feedback fuels the game plan!

]]> 6335 no Ep 39 - Sports Betting Doesn’t Have to Wreck Your Finances (Here’s Why) Ever wondered how sports gambling stacks up against traditional investing when it comes to your financial future? Josh breaks it all down, exploring the skyrocketing popularity of sports betting since the Supreme Court’s 2018 ruling. He dives into the legal and financial landscape that’s made gambling a trillion-dollar industry and reveals the dangers that lie beneath the thrill of high-stakes wagers. Josh offers a sobering yet balanced view of the impact sports gambling can have on savings and long-term financial goals, warning of its potential to drain wealth rather than build it. He champions responsible betting practices and explains why informed investing—like choosing index funds over gambling—is a more secure path to lasting wealth. From examining the societal effects of online betting to offering savvy tips for keeping finances on track, Josh invites you to think beyond the rush of placing bets and prioritize your financial well-being. 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! Wed, 13 Nov 2024 08:10:00 -0000 full Josh Jalinski Ever wondered how sports gambling stacks up against traditional investing when it comes to your financial future? Josh breaks it all down, exploring the skyrocketing popularity of sports betting since the Supreme Court’s 2018 ruling. He dives into the legal and financial landscape that’s made gambling a trillion-dollar industry and reveals the dangers that lie beneath the thrill of high-stakes wagers. Josh offers a sobering yet balanced view of the impact sports gambling can have on savings and long-term financial goals, warning of its potential to drain wealth rather than build it. He champions responsible betting practices and explains why informed investing—like choosing index funds over gambling—is a more secure path to lasting wealth. From examining the societal effects of online betting to offering savvy tips for keeping finances on track, Josh invites you to think beyond the rush of placing bets and prioritize your financial well-being. 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! Ever wondered how sports gambling stacks up against traditional investing when it comes to your financial future? Josh breaks it all down, exploring the skyrocketing popularity of sports betting since the Supreme Court’s 2018 ruling. He dives into the legal and financial landscape that’s made gambling a trillion-dollar industry and reveals the dangers that lie beneath the thrill of high-stakes wagers.


Josh offers a sobering yet balanced view of the impact sports gambling can have on savings and long-term financial goals, warning of its potential to drain wealth rather than build it. He champions responsible betting practices and explains why informed investing—like choosing index funds over gambling—is a more secure path to lasting wealth. From examining the societal effects of online betting to offering savvy tips for keeping finances on track, Josh invites you to think beyond the rush of placing bets and prioritize your financial well-being.


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!

]]> 1909 no FROM THE ARCHIVES: Edward Collins on How to Scale Your Business and Reduce Taxes Original Air Date: July 15, 2023 Ever wondered how to future-proof your finances in an economy with rising taxes and the gig economy booming? In this episode from The Financial Quarterback Radio Show Archives, Josh sits down with Edward Collins, an influential figure in wealth management and business strategy. From an early career in the United States Department of Justice to founding a multi-state financial planning practice and co-creating Uplevel, a platform designed to empower entrepreneurs, his strategies are helpful for business owners today. As more people pivot to entrepreneurship and face evolving tax regulations, Collins’s expertise in reducing tax liabilities and maximizing cash flow is more important than ever. Josh and Edward dive into a lively discussion about the challenges and opportunities of today’s financial landscape. Edward opens up about his shift from government work to building a successful wealth management business, revealing key lessons on structuring your finances for optimal tax efficiency. The conversation takes a turn as they break down why focusing on free cash flow rather than income is essential, especially in the evolving gig and freelance economy. Edward also shares his insights on how entrepreneurs can use social media to grow their brand and create value-driven content, all while protecting their assets through strategic entity formation. 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! Mon, 11 Nov 2024 08:10:00 -0000 full Josh Jalinski Original Air Date: July 15, 2023 Ever wondered how to future-proof your finances in an economy with rising taxes and the gig economy booming? In this episode from The Financial Quarterback Radio Show Archives, Josh sits down with Edward Collins, an influential figure in wealth management and business strategy. From an early career in the United States Department of Justice to founding a multi-state financial planning practice and co-creating Uplevel, a platform designed to empower entrepreneurs, his strategies are helpful for business owners today. As more people pivot to entrepreneurship and face evolving tax regulations, Collins’s expertise in reducing tax liabilities and maximizing cash flow is more important than ever. Josh and Edward dive into a lively discussion about the challenges and opportunities of today’s financial landscape. Edward opens up about his shift from government work to building a successful wealth management business, revealing key lessons on structuring your finances for optimal tax efficiency. The conversation takes a turn as they break down why focusing on free cash flow rather than income is essential, especially in the evolving gig and freelance economy. Edward also shares his insights on how entrepreneurs can use social media to grow their brand and create value-driven content, all while protecting their assets through strategic entity formation. 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! Original Air Date: July 15, 2023


Ever wondered how to future-proof your finances in an economy with rising taxes and the gig economy booming? In this episode from The Financial Quarterback Radio Show Archives, Josh sits down with Edward Collins, an influential figure in wealth management and business strategy. From an early career in the United States Department of Justice to founding a multi-state financial planning practice and co-creating Uplevel, a platform designed to empower entrepreneurs, his strategies are helpful for business owners today. As more people pivot to entrepreneurship and face evolving tax regulations, Collins’s expertise in reducing tax liabilities and maximizing cash flow is more important than ever.


Josh and Edward dive into a lively discussion about the challenges and opportunities of today’s financial landscape. Edward opens up about his shift from government work to building a successful wealth management business, revealing key lessons on structuring your finances for optimal tax efficiency. The conversation takes a turn as they break down why focusing on free cash flow rather than income is essential, especially in the evolving gig and freelance economy. Edward also shares his insights on how entrepreneurs can use social media to grow their brand and create value-driven content, all while protecting their assets through strategic entity formation.


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!

]]> 3219 no Ep 38 - How to Spot a False Prophet in the World of Finance Are you following financial idols who might be leading you astray? Josh dives into the dangers of putting blind faith in financial gurus, dissecting the hype around popular figures and influencers on platforms like TikTok and YouTube. He breaks down common myths and misleading advice, from claims like “cash is trash” to extreme debt strategies, and emphasizes the importance of critical thinking in today’s influencer-driven financial world. The episode kicks off with a quick update on producer Fisher’s cat, Biggie Smalls, and an expensive vet scare, serving as a real-life example of why financial preparedness matters. From there, Josh analyzes advice from financial heavyweights like Warren Buffett, Robert Kiyosaki, and Dave Ramsey, offering strategies to assess the credibility of financial guidance. 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! Wed, 06 Nov 2024 08:10:00 -0000 full Josh Jalinski Are you following financial idols who might be leading you astray? Josh dives into the dangers of putting blind faith in financial gurus, dissecting the hype around popular figures and influencers on platforms like TikTok and YouTube. He breaks down common myths and misleading advice, from claims like “cash is trash” to extreme debt strategies, and emphasizes the importance of critical thinking in today’s influencer-driven financial world. The episode kicks off with a quick update on producer Fisher’s cat, Biggie Smalls, and an expensive vet scare, serving as a real-life example of why financial preparedness matters. From there, Josh analyzes advice from financial heavyweights like Warren Buffett, Robert Kiyosaki, and Dave Ramsey, offering strategies to assess the credibility of financial guidance. 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! Are you following financial idols who might be leading you astray? Josh dives into the dangers of putting blind faith in financial gurus, dissecting the hype around popular figures and influencers on platforms like TikTok and YouTube. He breaks down common myths and misleading advice, from claims like “cash is trash” to extreme debt strategies, and emphasizes the importance of critical thinking in today’s influencer-driven financial world.


The episode kicks off with a quick update on producer Fisher’s cat, Biggie Smalls, and an expensive vet scare, serving as a real-life example of why financial preparedness matters. From there, Josh analyzes advice from financial heavyweights like Warren Buffett, Robert Kiyosaki, and Dave Ramsey, offering strategies to assess the credibility of financial guidance.


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!



]]> 2779 no FROM THE ARCHIVES: Why the National Debt Is a Ticking Time Bomb w/ Peter Schiff Original Air Date: February 17, 2017 Ever wonder how mounting national debt could impact the future of the U.S. economy? In this episode from the archives, Josh Jalinski sits down with renowned economist Peter Schiff to unpack the growing debt crisis and its potential long-term effects—an issue that feels more relevant than ever in today’s economic climate. With inflation still a pressing concern and the national debt continuing to rise, Schiff’s insights into the dangers of low interest rates and excessive government spending serve as a critical wake-up call. The conversation explores global economic trends, including the challenges facing the U.S. economy and the potential fallout from unsustainable fiscal policies. Schiff also shares his strategic advice, recommending a shift toward gold and international markets to safeguard against potential market volatility. With his sharp contrarian insights, Schiff critiques government policies and advocates for free-market principles as the best path forward. 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! Mon, 04 Nov 2024 08:10:00 -0000 full Josh Jalinski Original Air Date: February 17, 2017 Ever wonder how mounting national debt could impact the future of the U.S. economy? In this episode from the archives, Josh Jalinski sits down with renowned economist Peter Schiff to unpack the growing debt crisis and its potential long-term effects—an issue that feels more relevant than ever in today’s economic climate. With inflation still a pressing concern and the national debt continuing to rise, Schiff’s insights into the dangers of low interest rates and excessive government spending serve as a critical wake-up call. The conversation explores global economic trends, including the challenges facing the U.S. economy and the potential fallout from unsustainable fiscal policies. Schiff also shares his strategic advice, recommending a shift toward gold and international markets to safeguard against potential market volatility. With his sharp contrarian insights, Schiff critiques government policies and advocates for free-market principles as the best path forward. 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! Original Air Date: February 17, 2017


Ever wonder how mounting national debt could impact the future of the U.S. economy? In this episode from the archives, Josh Jalinski sits down with renowned economist Peter Schiff to unpack the growing debt crisis and its potential long-term effects—an issue that feels more relevant than ever in today’s economic climate. With inflation still a pressing concern and the national debt continuing to rise, Schiff’s insights into the dangers of low interest rates and excessive government spending serve as a critical wake-up call.


The conversation explores global economic trends, including the challenges facing the U.S. economy and the potential fallout from unsustainable fiscal policies. Schiff also shares his strategic advice, recommending a shift toward gold and international markets to safeguard against potential market volatility. With his sharp contrarian insights, Schiff critiques government policies and advocates for free-market principles as the best path forward.


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!

]]> 3253 no Ep 37 - Is the American Dream Dead or Just More Expensive Than Ever? Is the American Dream still within reach, or has the price tag spiraled out of control? Josh breaks down the jaw-dropping $3.4 million it now costs to achieve the classic American Dream, from weddings and homeownership to raising kids and even owning pets. Josh challenges the traditional view, asking if we should redefine success in today’s world of skyrocketing costs and financial stress. Along the way, he shares practical tips to help you reshape your financial goals and manage the rising expenses of modern life. But that’s not all—something unexpected happens toward the end of the episode that shakes up the conversation, reminding us all just how unpredictable life (and money) can be. Don’t miss it! 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! Wed, 30 Oct 2024 07:10:00 -0000 full Josh Jalinski Is the American Dream still within reach, or has the price tag spiraled out of control? Josh breaks down the jaw-dropping $3.4 million it now costs to achieve the classic American Dream, from weddings and homeownership to raising kids and even owning pets. Josh challenges the traditional view, asking if we should redefine success in today’s world of skyrocketing costs and financial stress. Along the way, he shares practical tips to help you reshape your financial goals and manage the rising expenses of modern life. But that’s not all—something unexpected happens toward the end of the episode that shakes up the conversation, reminding us all just how unpredictable life (and money) can be. Don’t miss it! 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! Is the American Dream still within reach, or has the price tag spiraled out of control? Josh breaks down the jaw-dropping $3.4 million it now costs to achieve the classic American Dream, from weddings and homeownership to raising kids and even owning pets. Josh challenges the traditional view, asking if we should redefine success in today’s world of skyrocketing costs and financial stress. Along the way, he shares practical tips to help you reshape your financial goals and manage the rising expenses of modern life.


But that’s not all—something unexpected happens toward the end of the episode that shakes up the conversation, reminding us all just how unpredictable life (and money) can be. Don’t miss it!


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!

]]> 1721 no Are U.S. Stocks Headed for a Major Shift? w/ Liz Ann Sonders (Chief Investment Strategist at Schwab) Is the market heading for a crash, or can we expect a major rebound? Josh Jalinski sits down with Liz Ann Sonders, the powerhouse Chief Investment Strategist at Charles Schwab, and host of the On Investing Podcast, to get her take on where things are really heading. Josh and Liz Ann dive into the heart of today’s economic rollercoaster. From the Federal Reserve’s rate hikes to the surprising strength of the labor market, Liz Ann breaks down what’s happening behind the headlines. They discuss why market timing is a fool's game, the psychological factors driving investor decisions, and how smart diversification can be your strongest defense. 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! Mon, 28 Oct 2024 07:10:00 -0000 full Josh Jalinski Is the market heading for a crash, or can we expect a major rebound? Josh Jalinski sits down with Liz Ann Sonders, the powerhouse Chief Investment Strategist at Charles Schwab, and host of the On Investing Podcast, to get her take on where things are really heading. Josh and Liz Ann dive into the heart of today’s economic rollercoaster. From the Federal Reserve’s rate hikes to the surprising strength of the labor market, Liz Ann breaks down what’s happening behind the headlines. They discuss why market timing is a fool's game, the psychological factors driving investor decisions, and how smart diversification can be your strongest defense. 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! Is the market heading for a crash, or can we expect a major rebound? Josh Jalinski sits down with Liz Ann Sonders, the powerhouse Chief Investment Strategist at Charles Schwab, and host of the On Investing Podcast, to get her take on where things are really heading.


Josh and Liz Ann dive into the heart of today’s economic rollercoaster. From the Federal Reserve’s rate hikes to the surprising strength of the labor market, Liz Ann breaks down what’s happening behind the headlines. They discuss why market timing is a fool's game, the psychological factors driving investor decisions, and how smart diversification can be your strongest defense.


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!

]]> 4397 no Ep 36 - How to Bargain Like a Pro and Score Massive Vacation Savings Ever wondered how to get the best deal on your next vacation? Josh Jalinski dives into the secrets of slashing vacation rental costs by up to 50%. Sharing personal tips and insider tricks, Josh explains how to negotiate directly with property owners or real estate agents, book last-minute for better deals, and choose the right travel times to keep your getaway affordable. As he breaks down the vacation rental market, Josh also explores how platforms like Airbnb and VRBO are influencing housing affordability and what that means for renters. From avoiding hidden fees to finding alternative platforms for rentals, Josh offers a comprehensive guide to booking the perfect vacation at a fraction of the price. Can't get enough of the Financial Quarterback? Click 'Subscribe' to never miss a play. Loving the playbook? Drop us a 5-star rating and share your thoughts in a review. Your feedback fuels the game plan! Wed, 23 Oct 2024 07:10:00 -0000 full Josh Jalinski Ever wondered how to get the best deal on your next vacation? Josh Jalinski dives into the secrets of slashing vacation rental costs by up to 50%. Sharing personal tips and insider tricks, Josh explains how to negotiate directly with property owners or real estate agents, book last-minute for better deals, and choose the right travel times to keep your getaway affordable. As he breaks down the vacation rental market, Josh also explores how platforms like Airbnb and VRBO are influencing housing affordability and what that means for renters. From avoiding hidden fees to finding alternative platforms for rentals, Josh offers a comprehensive guide to booking the perfect vacation at a fraction of the price. Can't get enough of the Financial Quarterback? Click 'Subscribe' to never miss a play. Loving the playbook? Drop us a 5-star rating and share your thoughts in a review. Your feedback fuels the game plan! Ever wondered how to get the best deal on your next vacation? Josh Jalinski dives into the secrets of slashing vacation rental costs by up to 50%. Sharing personal tips and insider tricks, Josh explains how to negotiate directly with property owners or real estate agents, book last-minute for better deals, and choose the right travel times to keep your getaway affordable.


As he breaks down the vacation rental market, Josh also explores how platforms like Airbnb and VRBO are influencing housing affordability and what that means for renters. From avoiding hidden fees to finding alternative platforms for rentals, Josh offers a comprehensive guide to booking the perfect vacation at a fraction of the price.


Can't get enough of the Financial Quarterback? Click 'Subscribe' to never miss a play. Loving the playbook? Drop us a 5-star rating and share your thoughts in a review. Your feedback fuels the game plan!

]]> 1512 no How to Master Macro-to-Micro Strategies in Any Market w/ Samantha LaDuc (LaDuc Trading) Ever wonder how big-picture economic trends shape your everyday investment decisions? In this episode, Josh Jalinski chats with Samantha LaDuc, the mastermind behind LaDuc Trading, about how she blends macroeconomic insights with stock-picking strategies. From interest rates to sector rotation, Samantha breaks down how she navigates the markets with her unique macro-to-micro approach. As they dig into topics like the Federal Reserve’s influence on market volatility and the ripple effects of geopolitical tensions, Samantha highlights why she’s keeping a close eye on sectors like tech and energy. She shares her take on the short-term opportunities and some of the bigger risks, like labor market shifts and inflation concerns. 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! Mon, 21 Oct 2024 07:10:00 -0000 full Josh Jalinski Ever wonder how big-picture economic trends shape your everyday investment decisions? In this episode, Josh Jalinski chats with Samantha LaDuc, the mastermind behind LaDuc Trading, about how she blends macroeconomic insights with stock-picking strategies. From interest rates to sector rotation, Samantha breaks down how she navigates the markets with her unique macro-to-micro approach. As they dig into topics like the Federal Reserve’s influence on market volatility and the ripple effects of geopolitical tensions, Samantha highlights why she’s keeping a close eye on sectors like tech and energy. She shares her take on the short-term opportunities and some of the bigger risks, like labor market shifts and inflation concerns. 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! Ever wonder how big-picture economic trends shape your everyday investment decisions? In this episode, Josh Jalinski chats with Samantha LaDuc, the mastermind behind LaDuc Trading, about how she blends macroeconomic insights with stock-picking strategies. From interest rates to sector rotation, Samantha breaks down how she navigates the markets with her unique macro-to-micro approach.


As they dig into topics like the Federal Reserve’s influence on market volatility and the ripple effects of geopolitical tensions, Samantha highlights why she’s keeping a close eye on sectors like tech and energy. She shares her take on the short-term opportunities and some of the bigger risks, like labor market shifts and inflation concerns.


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!

]]> 4126 no Ep 35 - Estate Planning, Social Security’s Future & Financial Harmony in Marriage {MAILBAG EPISODE} Curious about what happens if you pass away without a will or how to navigate big financial decisions with your spouse? In part 2 of our special mailbag series, Josh tackles listener-submitted questions, including topics like estate planning, annuities, and more. Josh dives into the consequences of dying without a will, explaining the legal process and the importance of having a clear estate plan. He also breaks down different types of annuities, highlighting how they can fit into a retirement strategy. Josh then explores Social Security’s future, and discusses potential hybrid models or private accounts. He also emphasizes the need for financial compatibility in marriage, sharing tips on making informed joint decisions. Finally, he discusses how modern life insurance policies with living benefits can provide long-term care coverage. 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! Wed, 16 Oct 2024 07:10:00 -0000 full Josh Jalinski Curious about what happens if you pass away without a will or how to navigate big financial decisions with your spouse? In part 2 of our special mailbag series, Josh tackles listener-submitted questions, including topics like estate planning, annuities, and more. Josh dives into the consequences of dying without a will, explaining the legal process and the importance of having a clear estate plan. He also breaks down different types of annuities, highlighting how they can fit into a retirement strategy. Josh then explores Social Security’s future, and discusses potential hybrid models or private accounts. He also emphasizes the need for financial compatibility in marriage, sharing tips on making informed joint decisions. Finally, he discusses how modern life insurance policies with living benefits can provide long-term care coverage. 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! Curious about what happens if you pass away without a will or how to navigate big financial decisions with your spouse? In part 2 of our special mailbag series, Josh tackles listener-submitted questions, including topics like estate planning, annuities, and more.


Josh dives into the consequences of dying without a will, explaining the legal process and the importance of having a clear estate plan. He also breaks down different types of annuities, highlighting how they can fit into a retirement strategy. Josh then explores Social Security’s future, and discusses potential hybrid models or private accounts. He also emphasizes the need for financial compatibility in marriage, sharing tips on making informed joint decisions. Finally, he discusses how modern life insurance policies with living benefits can provide long-term care coverage.


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!

]]> 2233 no How Global Events Are Impacting Your Finances Right Now w/ Jim Bianco (Bianco Research) How is immigration impacting the housing market? What should we expect from inflation in the coming years? In this episode, Josh welcomes Jim Bianco, president of Bianco Research and widely respected macro strategist, to dive into these pressing financial questions. With Jim’s decades of experience in challenging traditional market views, this episode brings an insightful discussion on the real estate market, inflation, and central bank policies. Josh and Jim Bianco challenge the mainstream view on inflation, with Jim making a compelling case for why it will be more persistent than expected, driven by key factors such as housing shortages and large-scale immigration. The two explore the implications of central bank policies, the risks tied to recent rate cuts, and the impact of global economic policies like those in China. We also take live callers who ask about the future of bonds, investment strategies, and whether the U.S. stock market can sustain its bullish trend amid rising interest rates and inflation concerns. 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! Mon, 14 Oct 2024 07:10:00 -0000 full Josh Jalinski How is immigration impacting the housing market? What should we expect from inflation in the coming years? In this episode, Josh welcomes Jim Bianco, president of Bianco Research and widely respected macro strategist, to dive into these pressing financial questions. With Jim’s decades of experience in challenging traditional market views, this episode brings an insightful discussion on the real estate market, inflation, and central bank policies. Josh and Jim Bianco challenge the mainstream view on inflation, with Jim making a compelling case for why it will be more persistent than expected, driven by key factors such as housing shortages and large-scale immigration. The two explore the implications of central bank policies, the risks tied to recent rate cuts, and the impact of global economic policies like those in China. We also take live callers who ask about the future of bonds, investment strategies, and whether the U.S. stock market can sustain its bullish trend amid rising interest rates and inflation concerns. 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! How is immigration impacting the housing market? What should we expect from inflation in the coming years? In this episode, Josh welcomes Jim Bianco, president of Bianco Research and widely respected macro strategist, to dive into these pressing financial questions. With Jim’s decades of experience in challenging traditional market views, this episode brings an insightful discussion on the real estate market, inflation, and central bank policies.


Josh and Jim Bianco challenge the mainstream view on inflation, with Jim making a compelling case for why it will be more persistent than expected, driven by key factors such as housing shortages and large-scale immigration. The two explore the implications of central bank policies, the risks tied to recent rate cuts, and the impact of global economic policies like those in China. We also take live callers who ask about the future of bonds, investment strategies, and whether the U.S. stock market can sustain its bullish trend amid rising interest rates and inflation concerns.


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!

]]> 4666 no Ep 34 - Annuities, Roth Conversions & Avoiding Bad Investment Advice {MAILBAG EPISODE} Ever wondered what financial questions other listeners are asking? In part 1 of this 2-part listener Q&A special, Josh tackles a range of questions submitted by listeners, covering everything from increasing your retirement savings beyond stocks and real estate to managing 401(k) withdrawals in retirement. Josh offers insights on assessing your personal risk profile before diving into the stock market, and the best timing for Roth conversions to optimize tax efficiency. He also cautions against following unsolicited stock tips from family and friends, stressing the importance of seeking fiduciary financial advice. Plus, he breaks down wealth diversification strategies, including annuities, cash value life insurance, and bonds, as key supplements to traditional investments. 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! Wed, 09 Oct 2024 07:10:00 -0000 full Josh Jalinski Ever wondered what financial questions other listeners are asking? In part 1 of this 2-part listener Q&A special, Josh tackles a range of questions submitted by listeners, covering everything from increasing your retirement savings beyond stocks and real estate to managing 401(k) withdrawals in retirement. Josh offers insights on assessing your personal risk profile before diving into the stock market, and the best timing for Roth conversions to optimize tax efficiency. He also cautions against following unsolicited stock tips from family and friends, stressing the importance of seeking fiduciary financial advice. Plus, he breaks down wealth diversification strategies, including annuities, cash value life insurance, and bonds, as key supplements to traditional investments. 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! Ever wondered what financial questions other listeners are asking? In part 1 of this 2-part listener Q&A special, Josh tackles a range of questions submitted by listeners, covering everything from increasing your retirement savings beyond stocks and real estate to managing 401(k) withdrawals in retirement.


Josh offers insights on assessing your personal risk profile before diving into the stock market, and the best timing for Roth conversions to optimize tax efficiency. He also cautions against following unsolicited stock tips from family and friends, stressing the importance of seeking fiduciary financial advice. Plus, he breaks down wealth diversification strategies, including annuities, cash value life insurance, and bonds, as key supplements to traditional investments.


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!

]]> 1547 no The Philosophy of Money and Power w/ Robert Breedlove Is Bitcoin the Key to True Financial Freedom? Josh sits down with Robert Breedlove, a leading figure in the Bitcoin world and host of the What is Money? podcast, to tackle this issue. Breedlove, a self-proclaimed "freedom maximalist," dives deep into how Bitcoin can serve as a tool for decentralization and personal liberty. Together, they explore Bitcoin's philosophical underpinnings and its potential to reshape both financial systems and individual freedoms. The two discuss the role of private property in maintaining societal structure, the ethical pitfalls of central banking, and why Bitcoin stands out as the only truly decentralized cryptocurrency. Breedlove shares his insights into the flaws of fiat currencies and how cryptocurrencies offer a path to economic sovereignty, challenging traditional power structures. This is a must-listen for those curious about the intersection of money, philosophy, and liberty. 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! Mon, 07 Oct 2024 07:10:00 -0000 full Josh Jalinski Is Bitcoin the Key to True Financial Freedom? Josh sits down with Robert Breedlove, a leading figure in the Bitcoin world and host of the What is Money? podcast, to tackle this issue. Breedlove, a self-proclaimed "freedom maximalist," dives deep into how Bitcoin can serve as a tool for decentralization and personal liberty. Together, they explore Bitcoin's philosophical underpinnings and its potential to reshape both financial systems and individual freedoms. The two discuss the role of private property in maintaining societal structure, the ethical pitfalls of central banking, and why Bitcoin stands out as the only truly decentralized cryptocurrency. Breedlove shares his insights into the flaws of fiat currencies and how cryptocurrencies offer a path to economic sovereignty, challenging traditional power structures. This is a must-listen for those curious about the intersection of money, philosophy, and liberty. 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! Is Bitcoin the Key to True Financial Freedom? Josh sits down with Robert Breedlove, a leading figure in the Bitcoin world and host of the What is Money? podcast, to tackle this issue. Breedlove, a self-proclaimed "freedom maximalist," dives deep into how Bitcoin can serve as a tool for decentralization and personal liberty. Together, they explore Bitcoin's philosophical underpinnings and its potential to reshape both financial systems and individual freedoms.


The two discuss the role of private property in maintaining societal structure, the ethical pitfalls of central banking, and why Bitcoin stands out as the only truly decentralized cryptocurrency. Breedlove shares his insights into the flaws of fiat currencies and how cryptocurrencies offer a path to economic sovereignty, challenging traditional power structures. This is a must-listen for those curious about the intersection of money, philosophy, and liberty.


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!

]]> 3911 no The Truth About the Fed’s Emergency Rate Cut w/ Lobo Tiggre Are we heading toward a recession? Josh explores this pressing question with guest Lobo Tiggre, seasoned financial analyst and mastermind behind The Independent Speculator. Josh and Lobo break down the Federal Reserve's recent decisions, including the impact of the 50 basis points rate cut, and tackle labor market concerns, highlighting significant job data revisions that could signal an oncoming recession. Lobo also shares his expertise on commodities, advising on strategic investments in uranium, gold, and silver, while discussing the growing importance of nuclear energy amid rising demand for stable power sources. The duo also digs into how political decisions can influence market dynamics. 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! Wed, 02 Oct 2024 07:10:00 -0000 full Josh Jalinski Are we heading toward a recession? Josh explores this pressing question with guest Lobo Tiggre, seasoned financial analyst and mastermind behind The Independent Speculator. Josh and Lobo break down the Federal Reserve's recent decisions, including the impact of the 50 basis points rate cut, and tackle labor market concerns, highlighting significant job data revisions that could signal an oncoming recession. Lobo also shares his expertise on commodities, advising on strategic investments in uranium, gold, and silver, while discussing the growing importance of nuclear energy amid rising demand for stable power sources. The duo also digs into how political decisions can influence market dynamics. 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! Are we heading toward a recession? Josh explores this pressing question with guest Lobo Tiggre, seasoned financial analyst and mastermind behind The Independent Speculator.


Josh and Lobo break down the Federal Reserve's recent decisions, including the impact of the 50 basis points rate cut, and tackle labor market concerns, highlighting significant job data revisions that could signal an oncoming recession. Lobo also shares his expertise on commodities, advising on strategic investments in uranium, gold, and silver, while discussing the growing importance of nuclear energy amid rising demand for stable power sources. The duo also digs into how political decisions can influence market dynamics.


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!

]]> 3764 no [LIVE RADIO SHOW] China’s Stock Market Surge, Small Business Struggles, and 401(k) Tax Hikes + Listener Q&A! Are you skeptical about investing in foreign markets, especially in countries with volatile political landscapes? In this Sept. 28, 2024 live episode of The Financial Quarterback, Josh takes live calls from listeners, diving into their pressing questions about the Chinese stock market surge after the People’s Bank of China's stimulus measures. He explains why he’s cautious about investing in Chinese companies, citing concerns over government control and lack of transparency. As listeners call in, Josh answers questions on a variety of financial issues, including the rising taxes on 401(k) and IRA accounts, the difficulties small business owners face with hiring and regulation, and how immigration plays a critical role in today’s labor market. He also provides insights into tax strategies, highlighting the advantages of strategic Roth conversions, and stresses the importance of diversifying investment portfolios with U.S. equities, gold, and bonds. 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! Mon, 30 Sep 2024 07:10:00 -0000 full Josh Jalinski Are you skeptical about investing in foreign markets, especially in countries with volatile political landscapes? In this Sept. 28, 2024 live episode of The Financial Quarterback, Josh takes live calls from listeners, diving into their pressing questions about the Chinese stock market surge after the People’s Bank of China's stimulus measures. He explains why he’s cautious about investing in Chinese companies, citing concerns over government control and lack of transparency. As listeners call in, Josh answers questions on a variety of financial issues, including the rising taxes on 401(k) and IRA accounts, the difficulties small business owners face with hiring and regulation, and how immigration plays a critical role in today’s labor market. He also provides insights into tax strategies, highlighting the advantages of strategic Roth conversions, and stresses the importance of diversifying investment portfolios with U.S. equities, gold, and bonds. 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! Are you skeptical about investing in foreign markets, especially in countries with volatile political landscapes? In this Sept. 28, 2024 live episode of The Financial Quarterback, Josh takes live calls from listeners, diving into their pressing questions about the Chinese stock market surge after the People’s Bank of China's stimulus measures. He explains why he’s cautious about investing in Chinese companies, citing concerns over government control and lack of transparency.


As listeners call in, Josh answers questions on a variety of financial issues, including the rising taxes on 401(k) and IRA accounts, the difficulties small business owners face with hiring and regulation, and how immigration plays a critical role in today’s labor market. He also provides insights into tax strategies, highlighting the advantages of strategic Roth conversions, and stresses the importance of diversifying investment portfolios with U.S. equities, gold, and bonds.


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!

]]> 6336 no ENCORE: Ep 1 - Why Traditional Financial Planning is Failing 99% of People In the first episode of the Financial Quarterback Podcast, Josh Jalinski introduces a new playbook for financial planning. Drawing from personal experiences and the failures of traditional financial planning, Jalinski emphasizes the importance of having a financial model that accounts for wealth eroding factors. He discusses the limitations of the arithmetic formula commonly used in financial planning and introduces the concept of holistic financial planning. With a focus on protection, savings, growth, cash flow, and debt management, Jalinski provides a game plan for building and protecting wealth. Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! Wed, 25 Sep 2024 07:10:00 -0000 full Josh Jalinski In the first episode of the Financial Quarterback Podcast, Josh Jalinski introduces a new playbook for financial planning. Drawing from personal experiences and the failures of traditional financial planning, Jalinski emphasizes the importance of having a financial model that accounts for wealth eroding factors. He discusses the limitations of the arithmetic formula commonly used in financial planning and introduces the concept of holistic financial planning. With a focus on protection, savings, growth, cash flow, and debt management, Jalinski provides a game plan for building and protecting wealth. Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! In the first episode of the Financial Quarterback Podcast, Josh Jalinski introduces a new playbook for financial planning. Drawing from personal experiences and the failures of traditional financial planning, Jalinski emphasizes the importance of having a financial model that accounts for wealth eroding factors. He discusses the limitations of the arithmetic formula commonly used in financial planning and introduces the concept of holistic financial planning. With a focus on protection, savings, growth, cash flow, and debt management, Jalinski provides a game plan for building and protecting wealth.


Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game!

]]> 1915 no Can America Survive High Inflation and Housing Crises? w/ Dr. Lacy Hunt Are current economic policies leading us down a path of instability? In this episode, Josh brings back renowned economist Dr. Lacey Hunt to dissect the state of the U.S. economy. With over five decades of experience, Dr. Hunt provides a comprehensive historical analysis of economic theories, offering a fresh perspective on modern fiscal and monetary policies. Josh and Dr. Hunt delve into topics like the troubling persistence of negative net national saving, the real-world impact of government deficit spending, and the flaws of the Keynesian multiplier. The conversation takes a critical look at the Federal Reserve’s influence on the economy, the struggles of the public education system, and the growing affordability crisis in housing. They also explore broader economic risks posed by high inflation, demographic changes, and immigration policy, providing actionable insights on how these issues could shape the future. 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! Mon, 23 Sep 2024 07:10:00 -0000 full Josh Jalinski Are current economic policies leading us down a path of instability? In this episode, Josh brings back renowned economist Dr. Lacey Hunt to dissect the state of the U.S. economy. With over five decades of experience, Dr. Hunt provides a comprehensive historical analysis of economic theories, offering a fresh perspective on modern fiscal and monetary policies. Josh and Dr. Hunt delve into topics like the troubling persistence of negative net national saving, the real-world impact of government deficit spending, and the flaws of the Keynesian multiplier. The conversation takes a critical look at the Federal Reserve’s influence on the economy, the struggles of the public education system, and the growing affordability crisis in housing. They also explore broader economic risks posed by high inflation, demographic changes, and immigration policy, providing actionable insights on how these issues could shape the future. 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! Are current economic policies leading us down a path of instability? In this episode, Josh brings back renowned economist Dr. Lacey Hunt to dissect the state of the U.S. economy. With over five decades of experience, Dr. Hunt provides a comprehensive historical analysis of economic theories, offering a fresh perspective on modern fiscal and monetary policies.


Josh and Dr. Hunt delve into topics like the troubling persistence of negative net national saving, the real-world impact of government deficit spending, and the flaws of the Keynesian multiplier. The conversation takes a critical look at the Federal Reserve’s influence on the economy, the struggles of the public education system, and the growing affordability crisis in housing. They also explore broader economic risks posed by high inflation, demographic changes, and immigration policy, providing actionable insights on how these issues could shape the future.


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!

]]> 4196 no FROM THE ARCHIVES: Kevin O’Leary’s Brutal Truths for Aspiring Entrepreneurs Original Air Date: April 28, 2018 Is brutally honest feedback the key to saving entrepreneurs from financial ruin? In this episode from the archives, host Josh Jalinski sits down with Kevin O'Leary, aka Mr. Wonderful, the sharp-tongued investor from "Shark Tank" and a leading figure in the world of finance. Known for his no-nonsense approach, Kevin shares why he believes in giving entrepreneurs tough love to help them avoid costly mistakes. Josh and Kevin dive into Kevin’s investment strategies, focusing on dividend-yielding stocks, royalty deals, and the impact of the Trump tax cuts on small-cap stocks. They also discuss the importance of financial literacy, with Kevin introducing his Beanstox app to help the younger generation start investing. Kevin also emphasizes the critical role of diversification in managing investment risk. 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! Mon, 16 Sep 2024 07:10:00 -0000 full Josh Jalinski Original Air Date: April 28, 2018 Is brutally honest feedback the key to saving entrepreneurs from financial ruin? In this episode from the archives, host Josh Jalinski sits down with Kevin O'Leary, aka Mr. Wonderful, the sharp-tongued investor from "Shark Tank" and a leading figure in the world of finance. Known for his no-nonsense approach, Kevin shares why he believes in giving entrepreneurs tough love to help them avoid costly mistakes. Josh and Kevin dive into Kevin’s investment strategies, focusing on dividend-yielding stocks, royalty deals, and the impact of the Trump tax cuts on small-cap stocks. They also discuss the importance of financial literacy, with Kevin introducing his Beanstox app to help the younger generation start investing. Kevin also emphasizes the critical role of diversification in managing investment risk. 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! Original Air Date: April 28, 2018


Is brutally honest feedback the key to saving entrepreneurs from financial ruin? In this episode from the archives, host Josh Jalinski sits down with Kevin O'Leary, aka Mr. Wonderful, the sharp-tongued investor from "Shark Tank" and a leading figure in the world of finance. Known for his no-nonsense approach, Kevin shares why he believes in giving entrepreneurs tough love to help them avoid costly mistakes.


Josh and Kevin dive into Kevin’s investment strategies, focusing on dividend-yielding stocks, royalty deals, and the impact of the Trump tax cuts on small-cap stocks. They also discuss the importance of financial literacy, with Kevin introducing his Beanstox app to help the younger generation start investing. Kevin also emphasizes the critical role of diversification in managing investment risk.


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!

]]> 1865 no Bitcoin’s Role in the Next Financial Revolution w/ James Lavish Are traditional finance and Bitcoin on a collision course? Josh tackles this question head-on with guest James Lavish, managing partner of the Bitcoin Opportunity Fund. Beyond his work in the hedge fund, James is a widely respected figure in the investment community, appearing frequently on financial podcasts and contributing to financial discussions on various platforms, including Spaces. Josh and James dive into the implications of the recent dismal bond auction, exploring how it signals potential long-term structural yield hikes tied to high fiscal deficits and inflation. James shares insights into the Bitcoin Opportunity Fund’s strategy, highlighting Bitcoin’s role as a transformative asset in global finance, especially in economically challenged regions. They also dissect key recession indicators, including rising delinquency rates and reduced credit card spending, and debate the future of market volatility, Fed decisions, and the importance of a diversified investment strategy that includes BTC, gold, and Treasury Bills. 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! Mon, 09 Sep 2024 07:10:00 -0000 full Josh Jalinski Are traditional finance and Bitcoin on a collision course? Josh tackles this question head-on with guest James Lavish, managing partner of the Bitcoin Opportunity Fund. Beyond his work in the hedge fund, James is a widely respected figure in the investment community, appearing frequently on financial podcasts and contributing to financial discussions on various platforms, including Spaces. Josh and James dive into the implications of the recent dismal bond auction, exploring how it signals potential long-term structural yield hikes tied to high fiscal deficits and inflation. James shares insights into the Bitcoin Opportunity Fund’s strategy, highlighting Bitcoin’s role as a transformative asset in global finance, especially in economically challenged regions. They also dissect key recession indicators, including rising delinquency rates and reduced credit card spending, and debate the future of market volatility, Fed decisions, and the importance of a diversified investment strategy that includes BTC, gold, and Treasury Bills. 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! Are traditional finance and Bitcoin on a collision course? Josh tackles this question head-on with guest James Lavish, managing partner of the Bitcoin Opportunity Fund. Beyond his work in the hedge fund, James is a widely respected figure in the investment community, appearing frequently on financial podcasts and contributing to financial discussions on various platforms, including Spaces.


Josh and James dive into the implications of the recent dismal bond auction, exploring how it signals potential long-term structural yield hikes tied to high fiscal deficits and inflation. James shares insights into the Bitcoin Opportunity Fund’s strategy, highlighting Bitcoin’s role as a transformative asset in global finance, especially in economically challenged regions. They also dissect key recession indicators, including rising delinquency rates and reduced credit card spending, and debate the future of market volatility, Fed decisions, and the importance of a diversified investment strategy that includes BTC, gold, and Treasury Bills.


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!

]]> 3910 Ep 31 - How Your Kids Could Be Millionaires by 65 Who wants to be a millionaire?! Josh Jalinski dives into how you can set your kids up to be potential millionaires by age 65. Josh reveals powerful strategies like using Roth IRAs, life insurance, and estate planning to ensure your children’s financial futures are secure. With insights inspired by Warren Buffett, Josh breaks down wealth-building tactics that any parent can put into action today. Plus, in "Extra Points," Josh shares how Bruce Springsteen rocked his way to billionaire status—find out what you can learn from the legendary musician’s journey to financial success. 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! Wed, 04 Sep 2024 07:10:00 -0000 full Josh Jalinski Who wants to be a millionaire?! Josh Jalinski dives into how you can set your kids up to be potential millionaires by age 65. Josh reveals powerful strategies like using Roth IRAs, life insurance, and estate planning to ensure your children’s financial futures are secure. With insights inspired by Warren Buffett, Josh breaks down wealth-building tactics that any parent can put into action today. Plus, in "Extra Points," Josh shares how Bruce Springsteen rocked his way to billionaire status—find out what you can learn from the legendary musician’s journey to financial success. 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! Who wants to be a millionaire?! Josh Jalinski dives into how you can set your kids up to be potential millionaires by age 65. Josh reveals powerful strategies like using Roth IRAs, life insurance, and estate planning to ensure your children’s financial futures are secure. With insights inspired by Warren Buffett, Josh breaks down wealth-building tactics that any parent can put into action today.


Plus, in "Extra Points," Josh shares how Bruce Springsteen rocked his way to billionaire status—find out what you can learn from the legendary musician’s journey to financial success.


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!

]]> 2345 no Ep 30 - How Bill Gates Turned Tech into Trillions [Billionaire Series] Is Bill Gates’ strategy of giving away billions more powerful than his business acumen? Josh delves into the life and legacy of Microsoft co-founder Bill Gates. From Gates' early days as a Harvard dropout to building one of the most influential tech companies in the world, Josh uncovers the pivotal moments that defined Gates' career. Josh takes you through Gates’ impact on the tech industry, discussing his strategic business decisions and philanthropic ventures through the Bill and Melinda Gates Foundation. He draws lessons from Gates' journey, emphasizing the importance of strategic partnerships, diversified investments, and maintaining integrity in business. Plus, in Extra Points, Josh shares a amusing recent story about Gates’ visit to a Michelin-starred restaurant, and wraps up with a special business lesson that you won’t want to miss. 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! Wed, 28 Aug 2024 07:10:00 -0000 full Josh Jalinski Is Bill Gates’ strategy of giving away billions more powerful than his business acumen? Josh delves into the life and legacy of Microsoft co-founder Bill Gates. From Gates' early days as a Harvard dropout to building one of the most influential tech companies in the world, Josh uncovers the pivotal moments that defined Gates' career. Josh takes you through Gates’ impact on the tech industry, discussing his strategic business decisions and philanthropic ventures through the Bill and Melinda Gates Foundation. He draws lessons from Gates' journey, emphasizing the importance of strategic partnerships, diversified investments, and maintaining integrity in business. Plus, in Extra Points, Josh shares a amusing recent story about Gates’ visit to a Michelin-starred restaurant, and wraps up with a special business lesson that you won’t want to miss. 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! Is Bill Gates’ strategy of giving away billions more powerful than his business acumen? Josh delves into the life and legacy of Microsoft co-founder Bill Gates. From Gates' early days as a Harvard dropout to building one of the most influential tech companies in the world, Josh uncovers the pivotal moments that defined Gates' career.


Josh takes you through Gates’ impact on the tech industry, discussing his strategic business decisions and philanthropic ventures through the Bill and Melinda Gates Foundation. He draws lessons from Gates' journey, emphasizing the importance of strategic partnerships, diversified investments, and maintaining integrity in business. Plus, in Extra Points, Josh shares a amusing recent story about Gates’ visit to a Michelin-starred restaurant, and wraps up with a special business lesson that you won’t want to miss.


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!

]]> 1210 no Cash is King in Volatile Markets w/ Chris Vermeulen (The Technical Traders) What market trends should you really be following? In this episode, Josh Jalinski teams up with Chris Vermeulen, founder of The Technical Traders, to break down the power of technical analysis in today’s volatile market. Josh and Chris dive into Chris’s journey from a young market enthusiast to a seasoned financial strategist, revealing how his background in piloting and engineering shaped his systematic, trend-following approach to investing. Josh and Chris explore the effectiveness of technical analysis over traditional fundamentals, with Chris explaining why he only invests in assets showing strong upward trends. The discussion heats up as they dissect Chris's innovative "Asset Revesting" strategy, designed to move capital into assets that meet strict risk and volatility criteria. Josh also gets Chris’s take on the current market, where he stresses the importance of staying in cash during volatile markets and waiting for clear signals before making big moves. 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! Mon, 26 Aug 2024 07:10:00 -0000 full Josh Jalinski What market trends should you really be following? In this episode, Josh Jalinski teams up with Chris Vermeulen, founder of The Technical Traders, to break down the power of technical analysis in today’s volatile market. Josh and Chris dive into Chris’s journey from a young market enthusiast to a seasoned financial strategist, revealing how his background in piloting and engineering shaped his systematic, trend-following approach to investing. Josh and Chris explore the effectiveness of technical analysis over traditional fundamentals, with Chris explaining why he only invests in assets showing strong upward trends. The discussion heats up as they dissect Chris's innovative "Asset Revesting" strategy, designed to move capital into assets that meet strict risk and volatility criteria. Josh also gets Chris’s take on the current market, where he stresses the importance of staying in cash during volatile markets and waiting for clear signals before making big moves. 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! What market trends should you really be following? In this episode, Josh Jalinski teams up with Chris Vermeulen, founder of The Technical Traders, to break down the power of technical analysis in today’s volatile market. Josh and Chris dive into Chris’s journey from a young market enthusiast to a seasoned financial strategist, revealing how his background in piloting and engineering shaped his systematic, trend-following approach to investing.


Josh and Chris explore the effectiveness of technical analysis over traditional fundamentals, with Chris explaining why he only invests in assets showing strong upward trends. The discussion heats up as they dissect Chris's innovative "Asset Revesting" strategy, designed to move capital into assets that meet strict risk and volatility criteria. Josh also gets Chris’s take on the current market, where he stresses the importance of staying in cash during volatile markets and waiting for clear signals before making big moves.


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!

]]> 3828 no Ep 29 - Why Laddering Could Save Your Retirement Are you overlooking a powerful investment strategy that could protect your financial future? In this episode, Josh dives into the laddering strategy for bonds—a method that can help create steady income streams while managing interest rate fluctuations. He breaks down how to construct a bond ladder, making it a key tool for retirees and conservative investors looking for predictable returns. Josh also reveals potential challenges like bond defaults and higher trading costs, offering insights on how to navigate these effectively. As markets evolve, he explores how to take advantage of shifting conditions by reinvesting in the right bonds at the right time. And in the "Extra Points" segment, Josh and his team discuss whether bonds make good financial gifts or if modern alternatives like ETFs offer a better return for your loved ones. 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! Wed, 21 Aug 2024 07:10:00 -0000 full Josh Jalinski Are you overlooking a powerful investment strategy that could protect your financial future? In this episode, Josh dives into the laddering strategy for bonds—a method that can help create steady income streams while managing interest rate fluctuations. He breaks down how to construct a bond ladder, making it a key tool for retirees and conservative investors looking for predictable returns. Josh also reveals potential challenges like bond defaults and higher trading costs, offering insights on how to navigate these effectively. As markets evolve, he explores how to take advantage of shifting conditions by reinvesting in the right bonds at the right time. And in the "Extra Points" segment, Josh and his team discuss whether bonds make good financial gifts or if modern alternatives like ETFs offer a better return for your loved ones. 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! Are you overlooking a powerful investment strategy that could protect your financial future? In this episode, Josh dives into the laddering strategy for bonds—a method that can help create steady income streams while managing interest rate fluctuations. He breaks down how to construct a bond ladder, making it a key tool for retirees and conservative investors looking for predictable returns.


Josh also reveals potential challenges like bond defaults and higher trading costs, offering insights on how to navigate these effectively. As markets evolve, he explores how to take advantage of shifting conditions by reinvesting in the right bonds at the right time. And in the "Extra Points" segment, Josh and his team discuss whether bonds make good financial gifts or if modern alternatives like ETFs offer a better return for your loved ones.


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!

]]> 1861 no The Markets Are Lying to You w/ Economist David Ranson How do geopolitical risks shape inflation and the stock market? Josh dives into this with economist David Ranson, who’s renowned for his accurate inflation forecasts. David kicks off the conversation by discussing how geopolitical uncertainties can temporarily suppress energy prices, giving a false sense of cooling inflation. They also explore the predictive power of gold prices, the VIX index's impact on market behavior, and why a recession isn’t on the immediate horizon unless there's a significant economic shock. The discussion then shifts to global investment opportunities, with David highlighting promising markets like Argentina, Egypt, and Turkey, where stabilizing currencies could offer lucrative returns. The episode wraps up with a deep dive into current economic trends and what they mean for investors. 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! Mon, 19 Aug 2024 07:10:00 -0000 full Josh Jalinski How do geopolitical risks shape inflation and the stock market? Josh dives into this with economist David Ranson, who’s renowned for his accurate inflation forecasts. David kicks off the conversation by discussing how geopolitical uncertainties can temporarily suppress energy prices, giving a false sense of cooling inflation. They also explore the predictive power of gold prices, the VIX index's impact on market behavior, and why a recession isn’t on the immediate horizon unless there's a significant economic shock. The discussion then shifts to global investment opportunities, with David highlighting promising markets like Argentina, Egypt, and Turkey, where stabilizing currencies could offer lucrative returns. The episode wraps up with a deep dive into current economic trends and what they mean for investors. 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! How do geopolitical risks shape inflation and the stock market? Josh dives into this with economist David Ranson, who’s renowned for his accurate inflation forecasts. David kicks off the conversation by discussing how geopolitical uncertainties can temporarily suppress energy prices, giving a false sense of cooling inflation. They also explore the predictive power of gold prices, the VIX index's impact on market behavior, and why a recession isn’t on the immediate horizon unless there's a significant economic shock.


The discussion then shifts to global investment opportunities, with David highlighting promising markets like Argentina, Egypt, and Turkey, where stabilizing currencies could offer lucrative returns. The episode wraps up with a deep dive into current economic trends and what they mean for investors.


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!

]]> 2992 no Is a Recession Coming? Live Listener Q&A w/ George Gammon (The Rebel Capitalist) Are we on the brink of another recession? In this episode, recorded live on August 2nd, 2024, via Spaces, Josh is joined by George Gammon, the creator of "The Rebel Capitalist Show," to tackle this pressing question. Live callers ask about the Sahm Rule, and Josh and George dive into its nearly flawless record in predicting economic downturns since the 1950s. The conversation heats up as they debate yield curve inversions and their historical significance as a warning sign for recessions. The discussion expands to include critical insights into consumer behavior trends, highlighting the financial strain many face in affording everyday items, and what these indicators suggest about the economy's health. Callers also debate the effects of government spending, weighing its short-term benefits against potential long-term economic distortions. Josh and George explore investment strategies, focusing on gold, T-bills, and strategic call options as ways to navigate uncertain markets. The episode closes with an engaging conversation about inflation, deflation, and practical approaches to staying financially resilient during turbulent times. 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! Mon, 12 Aug 2024 07:10:00 -0000 full Josh Jalinski Are we on the brink of another recession? In this episode, recorded live on August 2nd, 2024, via Spaces, Josh is joined by George Gammon, the creator of "The Rebel Capitalist Show," to tackle this pressing question. Live callers ask about the Sahm Rule, and Josh and George dive into its nearly flawless record in predicting economic downturns since the 1950s. The conversation heats up as they debate yield curve inversions and their historical significance as a warning sign for recessions. The discussion expands to include critical insights into consumer behavior trends, highlighting the financial strain many face in affording everyday items, and what these indicators suggest about the economy's health. Callers also debate the effects of government spending, weighing its short-term benefits against potential long-term economic distortions. Josh and George explore investment strategies, focusing on gold, T-bills, and strategic call options as ways to navigate uncertain markets. The episode closes with an engaging conversation about inflation, deflation, and practical approaches to staying financially resilient during turbulent times. 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! Are we on the brink of another recession? In this episode, recorded live on August 2nd, 2024, via Spaces, Josh is joined by George Gammon, the creator of "The Rebel Capitalist Show," to tackle this pressing question. Live callers ask about the Sahm Rule, and Josh and George dive into its nearly flawless record in predicting economic downturns since the 1950s.


The conversation heats up as they debate yield curve inversions and their historical significance as a warning sign for recessions. The discussion expands to include critical insights into consumer behavior trends, highlighting the financial strain many face in affording everyday items, and what these indicators suggest about the economy's health.


Callers also debate the effects of government spending, weighing its short-term benefits against potential long-term economic distortions. Josh and George explore investment strategies, focusing on gold, T-bills, and strategic call options as ways to navigate uncertain markets. The episode closes with an engaging conversation about inflation, deflation, and practical approaches to staying financially resilient during turbulent times.


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!

]]> 3891 no Ep 27 - The Sequence of Return Trap and How to Avoid It Are you ready to protect your retirement from the unexpected twists of the market? Josh kicks off this episode by breaking down the concept of sequence of return risk, explaining how the timing of market gains and losses can make or break your retirement plans. He dives into practical strategies like sequence defense, utilizing asset insurance, and securing guaranteed income sources to manage these risks effectively. Plus, in "Extra Points," Josh tackles a listener question about the future of the U.S. dollar and delves into the growing influence of BRICS nations, exploring what their rise could mean for the global economy and your investments. 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! Wed, 07 Aug 2024 07:10:00 -0000 full Josh Jalinski Are you ready to protect your retirement from the unexpected twists of the market? Josh kicks off this episode by breaking down the concept of sequence of return risk, explaining how the timing of market gains and losses can make or break your retirement plans. He dives into practical strategies like sequence defense, utilizing asset insurance, and securing guaranteed income sources to manage these risks effectively. Plus, in "Extra Points," Josh tackles a listener question about the future of the U.S. dollar and delves into the growing influence of BRICS nations, exploring what their rise could mean for the global economy and your investments. 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! Are you ready to protect your retirement from the unexpected twists of the market? Josh kicks off this episode by breaking down the concept of sequence of return risk, explaining how the timing of market gains and losses can make or break your retirement plans. He dives into practical strategies like sequence defense, utilizing asset insurance, and securing guaranteed income sources to manage these risks effectively.


Plus, in "Extra Points," Josh tackles a listener question about the future of the U.S. dollar and delves into the growing influence of BRICS nations, exploring what their rise could mean for the global economy and your investments.


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!

]]> 2185 no Why Every Entrepreneur Needs a Solid Tax Plan w/ Mark Kohler Are you taking full advantage of your tax and legal strategies as a small business owner? In this episode, Josh sits down with Mark J. Kohler, a leading CPA, attorney, and financial advisor, to break down some crucial tips for anyone looking to optimize wealth and protect assets in today’s economy. As they dive into the conversation, Mark shares how his consistency and adaptability during the COVID pandemic led to his rise as a financial advisory voice on YouTube. Josh and Mark explore the importance of proactive tax planning, with Mark emphasizing how small business owners can maximize their financial stability by staying ahead of tax and legal pitfalls. The discussion then shifts to side hustles, with Mark outlining low-cost business ideas that can boost income without requiring huge upfront investments. They also tackle the benefits and potential risks of short-term real estate investments, offering advice on how to navigate regulations and maximize tax benefits. The two wrap up with a deep dive into asset protection, where Mark highlights the value of affordable, tailored legal advice to help business owners avoid unnecessary financial stress. 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! Mon, 05 Aug 2024 07:10:00 -0000 full Josh Jalinski Are you taking full advantage of your tax and legal strategies as a small business owner? In this episode, Josh sits down with Mark J. Kohler, a leading CPA, attorney, and financial advisor, to break down some crucial tips for anyone looking to optimize wealth and protect assets in today’s economy. As they dive into the conversation, Mark shares how his consistency and adaptability during the COVID pandemic led to his rise as a financial advisory voice on YouTube. Josh and Mark explore the importance of proactive tax planning, with Mark emphasizing how small business owners can maximize their financial stability by staying ahead of tax and legal pitfalls. The discussion then shifts to side hustles, with Mark outlining low-cost business ideas that can boost income without requiring huge upfront investments. They also tackle the benefits and potential risks of short-term real estate investments, offering advice on how to navigate regulations and maximize tax benefits. The two wrap up with a deep dive into asset protection, where Mark highlights the value of affordable, tailored legal advice to help business owners avoid unnecessary financial stress. 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! Are you taking full advantage of your tax and legal strategies as a small business owner? In this episode, Josh sits down with Mark J. Kohler, a leading CPA, attorney, and financial advisor, to break down some crucial tips for anyone looking to optimize wealth and protect assets in today’s economy.


As they dive into the conversation, Mark shares how his consistency and adaptability during the COVID pandemic led to his rise as a financial advisory voice on YouTube. Josh and Mark explore the importance of proactive tax planning, with Mark emphasizing how small business owners can maximize their financial stability by staying ahead of tax and legal pitfalls.


The discussion then shifts to side hustles, with Mark outlining low-cost business ideas that can boost income without requiring huge upfront investments. They also tackle the benefits and potential risks of short-term real estate investments, offering advice on how to navigate regulations and maximize tax benefits. The two wrap up with a deep dive into asset protection, where Mark highlights the value of affordable, tailored legal advice to help business owners avoid unnecessary financial stress.


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!



]]> 2495 no Ep 26 - How Warren Buffett Built His Empire [Billionaire Series] Are billionaires truly self-made, or is their success built on early privileges and opportunities? Welcome to episode one of our Billionaire Series, where each month, we highlight a billionaire, explore their journey, and uncover the financial lessons we can learn from them. This month, Josh delves into Warren Buffett's investment principles, focusing on value investing, the power of dividends, and the importance of maintaining a significant cash reserve. He explores Buffett's preference for cash-rich companies and robust brands that require minimal reinvestment. Josh emphasizes the role of privilege and early opportunities in shaping the journeys of the world's wealthiest individuals. He also examines Buffett's major holdings and his legendary frugality, offering practical tips for regular investors aiming to emulate aspects of Buffett's approach. Plus, in "Extra Points," Josh shares some of Warren Buffett's most impactful quotes and the lessons we can learn from them. 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! Wed, 31 Jul 2024 07:10:00 -0000 full Josh Jalinski Are billionaires truly self-made, or is their success built on early privileges and opportunities? Welcome to episode one of our Billionaire Series, where each month, we highlight a billionaire, explore their journey, and uncover the financial lessons we can learn from them. This month, Josh delves into Warren Buffett's investment principles, focusing on value investing, the power of dividends, and the importance of maintaining a significant cash reserve. He explores Buffett's preference for cash-rich companies and robust brands that require minimal reinvestment. Josh emphasizes the role of privilege and early opportunities in shaping the journeys of the world's wealthiest individuals. He also examines Buffett's major holdings and his legendary frugality, offering practical tips for regular investors aiming to emulate aspects of Buffett's approach. Plus, in "Extra Points," Josh shares some of Warren Buffett's most impactful quotes and the lessons we can learn from them. 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! Are billionaires truly self-made, or is their success built on early privileges and opportunities? Welcome to episode one of our Billionaire Series, where each month, we highlight a billionaire, explore their journey, and uncover the financial lessons we can learn from them. This month, Josh delves into Warren Buffett's investment principles, focusing on value investing, the power of dividends, and the importance of maintaining a significant cash reserve. He explores Buffett's preference for cash-rich companies and robust brands that require minimal reinvestment.


Josh emphasizes the role of privilege and early opportunities in shaping the journeys of the world's wealthiest individuals. He also examines Buffett's major holdings and his legendary frugality, offering practical tips for regular investors aiming to emulate aspects of Buffett's approach. Plus, in "Extra Points," Josh shares some of Warren Buffett's most impactful quotes and the lessons we can learn from them.


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!

]]> 2446 no Breaking Down the Holy Grail of Diversified Portfolios w/ Frank Vasquez Jr. (Risk Parity Radio) Are you maximizing your portfolio's potential for financial independence? In this episode, Josh welcomes Frank Vasquez Jr., host of Risk Parity Radio, for an in-depth conversation. Together, they explore Frank's journey from international arbitration to becoming a financially independent investor, sharing strategies for managing diversified portfolios. Josh and Frank delve into the importance of risk parity investing, a method designed to balance risk across various asset classes. They discuss common pitfalls like recency bias, which can skew long-term financial planning. Frank provides valuable insights on constructing portfolios that include a mix of equities, bonds, and alternative assets to ensure stability across different economic conditions. They also cover the role of long-term bonds in diversifying investments and optimizing safe withdrawal rates for retirees. The discussion rounds out with Frank sharing his passion for community involvement and his work with the Father McKenna Center in Washington, D.C. 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! Mon, 29 Jul 2024 07:10:00 -0000 full Josh Jalinski Are you maximizing your portfolio's potential for financial independence? In this episode, Josh welcomes Frank Vasquez Jr., host of Risk Parity Radio, for an in-depth conversation. Together, they explore Frank's journey from international arbitration to becoming a financially independent investor, sharing strategies for managing diversified portfolios. Josh and Frank delve into the importance of risk parity investing, a method designed to balance risk across various asset classes. They discuss common pitfalls like recency bias, which can skew long-term financial planning. Frank provides valuable insights on constructing portfolios that include a mix of equities, bonds, and alternative assets to ensure stability across different economic conditions. They also cover the role of long-term bonds in diversifying investments and optimizing safe withdrawal rates for retirees. The discussion rounds out with Frank sharing his passion for community involvement and his work with the Father McKenna Center in Washington, D.C. 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! Are you maximizing your portfolio's potential for financial independence? In this episode, Josh welcomes Frank Vasquez Jr., host of Risk Parity Radio, for an in-depth conversation. Together, they explore Frank's journey from international arbitration to becoming a financially independent investor, sharing strategies for managing diversified portfolios.


Josh and Frank delve into the importance of risk parity investing, a method designed to balance risk across various asset classes. They discuss common pitfalls like recency bias, which can skew long-term financial planning. Frank provides valuable insights on constructing portfolios that include a mix of equities, bonds, and alternative assets to ensure stability across different economic conditions. They also cover the role of long-term bonds in diversifying investments and optimizing safe withdrawal rates for retirees. The discussion rounds out with Frank sharing his passion for community involvement and his work with the Father McKenna Center in Washington, D.C.


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!


]]> 3936 no Ep 25 - Advanced Charitable Giving Strategies for Your Portfolio (PART 2) Are you leveraging advanced strategies to maximize your charitable donations? In part two of this series, Josh delves deeper into sophisticated charitable giving techniques that can enhance your philanthropic impact while providing significant tax benefits. Building on the foundations laid in part one, this episode explores advanced methods such as Qualified Charitable Distributions (QCDs), Donor-Advised Funds (DAFs), and charitable trusts. Josh breaks down how these strategies support your favorite causes while offering tax advantages. He shares advice on setting budget-friendly charitable goals and managing contributions efficiently. The episode also highlights the benefits of donating appreciated assets like stocks or property to boost tax efficiency. Plus, in "Extra Points," Josh welcomes callers, like Terrence Yang from Swan Bitcoin, to discuss the nuances of donating cryptocurrency, particularly Bitcoin, and the financial advantages of integrating such assets into your charitable activities. 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! Wed, 24 Jul 2024 07:10:00 -0000 full Josh Jalinski Are you leveraging advanced strategies to maximize your charitable donations? In part two of this series, Josh delves deeper into sophisticated charitable giving techniques that can enhance your philanthropic impact while providing significant tax benefits. Building on the foundations laid in part one, this episode explores advanced methods such as Qualified Charitable Distributions (QCDs), Donor-Advised Funds (DAFs), and charitable trusts. Josh breaks down how these strategies support your favorite causes while offering tax advantages. He shares advice on setting budget-friendly charitable goals and managing contributions efficiently. The episode also highlights the benefits of donating appreciated assets like stocks or property to boost tax efficiency. Plus, in "Extra Points," Josh welcomes callers, like Terrence Yang from Swan Bitcoin, to discuss the nuances of donating cryptocurrency, particularly Bitcoin, and the financial advantages of integrating such assets into your charitable activities. 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! Are you leveraging advanced strategies to maximize your charitable donations? In part two of this series, Josh delves deeper into sophisticated charitable giving techniques that can enhance your philanthropic impact while providing significant tax benefits. Building on the foundations laid in part one, this episode explores advanced methods such as Qualified Charitable Distributions (QCDs), Donor-Advised Funds (DAFs), and charitable trusts.


Josh breaks down how these strategies support your favorite causes while offering tax advantages. He shares advice on setting budget-friendly charitable goals and managing contributions efficiently. The episode also highlights the benefits of donating appreciated assets like stocks or property to boost tax efficiency.


Plus, in "Extra Points," Josh welcomes callers, like Terrence Yang from Swan Bitcoin, to discuss the nuances of donating cryptocurrency, particularly Bitcoin, and the financial advantages of integrating such assets into your charitable activities.


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!



]]> 1958 no Why Your Coffee Habit Isn’t Ruining Your Financial Future w/ Jared Dillian (Daily Dirt Nap) How can you achieve a stress-free financial life? In this episode, Josh Jalinski sits down with Jared Dillian, the editor of the Daily Dirt Nap and a seasoned investment strategist. Jared shares his expert insights on the latest stock market movements, the impact of recent inflation updates, and strategic approaches to managing investment volatility. Josh and Jared delve into the dynamics of large-cap tech stocks, small-cap value trades, and the shifting yield curve. Jared introduces his innovative "Awesome Portfolio," a diversified investment strategy designed to minimize financial stress. He shares practical advice from his book No Worries: How to Live a Stress-Free Financial Life, focusing on alleviating financial anxiety caused by debt and risk. The conversation also touches on Jared's experiences working at Lehman Brothers during its collapse, the relevance of Kondratiev waves and Elliott wave theory, and the future of weight loss drugs and their market implications. 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! Mon, 22 Jul 2024 07:10:00 -0000 full Josh Jalinski How can you achieve a stress-free financial life? In this episode, Josh Jalinski sits down with Jared Dillian, the editor of the Daily Dirt Nap and a seasoned investment strategist. Jared shares his expert insights on the latest stock market movements, the impact of recent inflation updates, and strategic approaches to managing investment volatility. Josh and Jared delve into the dynamics of large-cap tech stocks, small-cap value trades, and the shifting yield curve. Jared introduces his innovative "Awesome Portfolio," a diversified investment strategy designed to minimize financial stress. He shares practical advice from his book No Worries: How to Live a Stress-Free Financial Life, focusing on alleviating financial anxiety caused by debt and risk. The conversation also touches on Jared's experiences working at Lehman Brothers during its collapse, the relevance of Kondratiev waves and Elliott wave theory, and the future of weight loss drugs and their market implications. 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! How can you achieve a stress-free financial life? In this episode, Josh Jalinski sits down with Jared Dillian, the editor of the Daily Dirt Nap and a seasoned investment strategist. Jared shares his expert insights on the latest stock market movements, the impact of recent inflation updates, and strategic approaches to managing investment volatility.


Josh and Jared delve into the dynamics of large-cap tech stocks, small-cap value trades, and the shifting yield curve. Jared introduces his innovative "Awesome Portfolio," a diversified investment strategy designed to minimize financial stress. He shares practical advice from his book No Worries: How to Live a Stress-Free Financial Life, focusing on alleviating financial anxiety caused by debt and risk. The conversation also touches on Jared's experiences working at Lehman Brothers during its collapse, the relevance of Kondratiev waves and Elliott wave theory, and the future of weight loss drugs and their market implications.


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!

]]> 3146 no Ep 24 - The Power of Charitable Giving for Your Portfolio (PART 1) Are you maximizing the impact of your charitable donations? In part one of this two-part series, Josh explores the concept of tithing and how to choose the right charities to boost your financial portfolio. Josh delves into the financial and moral benefits of charitable giving, sharing personal stories and expert advice. Josh discusses the importance of selecting IRS-recognized 501c3 charities to ensure your donations are tax-deductible. He also emphasizes aligning your charitable choices with your values and experiences to make your giving more meaningful. From donor-advised funds to charitable trusts, learn how strategic giving can work harder for you while supporting causes you care about. Plus, in "Extra Points," Josh and his team share personal reflections on childhood poverty, the embarrassment it can bring, and the impact of parental sacrifice on financial planning and generosity. 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! Charity Navigator - charitynavigator.org Candid's GuideStar - guidestar.org GiveWell - givewell.org Wed, 17 Jul 2024 07:10:00 -0000 full Josh Jalinski Are you maximizing the impact of your charitable donations? In part one of this two-part series, Josh explores the concept of tithing and how to choose the right charities to boost your financial portfolio. Josh delves into the financial and moral benefits of charitable giving, sharing personal stories and expert advice. Josh discusses the importance of selecting IRS-recognized 501c3 charities to ensure your donations are tax-deductible. He also emphasizes aligning your charitable choices with your values and experiences to make your giving more meaningful. From donor-advised funds to charitable trusts, learn how strategic giving can work harder for you while supporting causes you care about. Plus, in "Extra Points," Josh and his team share personal reflections on childhood poverty, the embarrassment it can bring, and the impact of parental sacrifice on financial planning and generosity. 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! Charity Navigator - charitynavigator.org Candid's GuideStar - guidestar.org GiveWell - givewell.org Are you maximizing the impact of your charitable donations? In part one of this two-part series, Josh explores the concept of tithing and how to choose the right charities to boost your financial portfolio. Josh delves into the financial and moral benefits of charitable giving, sharing personal stories and expert advice.


Josh discusses the importance of selecting IRS-recognized 501c3 charities to ensure your donations are tax-deductible. He also emphasizes aligning your charitable choices with your values and experiences to make your giving more meaningful. From donor-advised funds to charitable trusts, learn how strategic giving can work harder for you while supporting causes you care about.


Plus, in "Extra Points," Josh and his team share personal reflections on childhood poverty, the embarrassment it can bring, and the impact of parental sacrifice on financial planning and generosity.


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!


Charity Navigator - charitynavigator.org


Candid's GuideStar - guidestar.org


GiveWell - givewell.org




]]> 2389 no How COVID Changed Money Forever w/ Felix Salmon Are financial norms changing post-COVID? In this episode, Josh chats with with Felix Salmon, Chief Financial Correspondent at Axios and host of Slate Money. They dive into Felix's unconventional journey from studying art history to becoming a prominent financial journalist. The discussion explores Felix's insights from his book, The Phoenix Economy, examining how the COVID-19 pandemic has radically altered work, life, and financial landscapes. Josh and Felix analyze the significance of the bond market as a vital indicator of economic health, contrasting it with the more volatile stock market. They also discuss the evolving dynamics of residential and commercial real estate in the wake of the pandemic, including the increasing demand for home offices and the risks associated with commercial property investments. The conversation shifts to the rise of meme stocks and their reflection of a generational shift in investment strategies. Felix shares his views on the ethical concerns surrounding donor advised funds (DAFs), questioning whether financial advisors should profit from managing charitable funds. The episode concludes with a debate on New York City's congestion pricing and its broader economic implications. 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! Mon, 15 Jul 2024 07:10:00 -0000 full Josh Jalinski Are financial norms changing post-COVID? In this episode, Josh chats with with Felix Salmon, Chief Financial Correspondent at Axios and host of Slate Money. They dive into Felix's unconventional journey from studying art history to becoming a prominent financial journalist. The discussion explores Felix's insights from his book, The Phoenix Economy, examining how the COVID-19 pandemic has radically altered work, life, and financial landscapes. Josh and Felix analyze the significance of the bond market as a vital indicator of economic health, contrasting it with the more volatile stock market. They also discuss the evolving dynamics of residential and commercial real estate in the wake of the pandemic, including the increasing demand for home offices and the risks associated with commercial property investments. The conversation shifts to the rise of meme stocks and their reflection of a generational shift in investment strategies. Felix shares his views on the ethical concerns surrounding donor advised funds (DAFs), questioning whether financial advisors should profit from managing charitable funds. The episode concludes with a debate on New York City's congestion pricing and its broader economic implications. 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! Are financial norms changing post-COVID? In this episode, Josh chats with with Felix Salmon, Chief Financial Correspondent at Axios and host of Slate Money. They dive into Felix's unconventional journey from studying art history to becoming a prominent financial journalist. The discussion explores Felix's insights from his book, The Phoenix Economy, examining how the COVID-19 pandemic has radically altered work, life, and financial landscapes.


Josh and Felix analyze the significance of the bond market as a vital indicator of economic health, contrasting it with the more volatile stock market. They also discuss the evolving dynamics of residential and commercial real estate in the wake of the pandemic, including the increasing demand for home offices and the risks associated with commercial property investments.


The conversation shifts to the rise of meme stocks and their reflection of a generational shift in investment strategies. Felix shares his views on the ethical concerns surrounding donor advised funds (DAFs), questioning whether financial advisors should profit from managing charitable funds. The episode concludes with a debate on New York City's congestion pricing and its broader economic implications.


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!

]]> 4473 Ep 23 - Is Tesla Losing Its Edge in the EV Market? Can Tesla maintain its edge amidst rising competition and internal challenges? Josh tackles this issue by delving into Tesla's current market dynamics, focusing on the stiff competition from BYD and the ongoing delays in Cybertruck deliveries. He also explores Elon Musk's ambitious plans for Tesla, including the much-hyped RoboTaxi event, and what these developments mean for investors. Josh shares his personal experiences with Tesla's service quality and discusses how these issues might impact consumer sentiment and market share. He analyzes the broader EV market, comparing Tesla with its competitors and discussing innovations in charging infrastructure. Plus, in "Extra Points," Josh tackles a caller's question about the viability of robo advisors, weighing the benefits of automated platforms against human-led advisory services. 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! Wed, 10 Jul 2024 07:10:00 -0000 full Josh Jalinski Can Tesla maintain its edge amidst rising competition and internal challenges? Josh tackles this issue by delving into Tesla's current market dynamics, focusing on the stiff competition from BYD and the ongoing delays in Cybertruck deliveries. He also explores Elon Musk's ambitious plans for Tesla, including the much-hyped RoboTaxi event, and what these developments mean for investors. Josh shares his personal experiences with Tesla's service quality and discusses how these issues might impact consumer sentiment and market share. He analyzes the broader EV market, comparing Tesla with its competitors and discussing innovations in charging infrastructure. Plus, in "Extra Points," Josh tackles a caller's question about the viability of robo advisors, weighing the benefits of automated platforms against human-led advisory services. 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! Can Tesla maintain its edge amidst rising competition and internal challenges? Josh tackles this issue by delving into Tesla's current market dynamics, focusing on the stiff competition from BYD and the ongoing delays in Cybertruck deliveries. He also explores Elon Musk's ambitious plans for Tesla, including the much-hyped RoboTaxi event, and what these developments mean for investors.


Josh shares his personal experiences with Tesla's service quality and discusses how these issues might impact consumer sentiment and market share. He analyzes the broader EV market, comparing Tesla with its competitors and discussing innovations in charging infrastructure.


Plus, in "Extra Points," Josh tackles a caller's question about the viability of robo advisors, weighing the benefits of automated platforms against human-led advisory services.


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!

]]> 1498 no Navigating the Financial Jungle w/ Coach Pete (The Financial Safari) Are you prepared for a worry-free retirement? In this episode, Josh Jelinski sits down with the renowned Coach Pete (Peter J. Daruda), founder of Capital Financial Advisory Group and host of "The Financial Safari," to delve into financial planning and retirement strategies. Josh and Coach Pete discuss the critical importance of lifetime income planning and developing a financial strategy tailored to individual needs. They dive into tax planning, balancing risk and safety, and maintaining purchasing power amidst inflation. The two explore common myths around annuities, the significance of diversification, and strategies for a happy retirement. Coach Pete also shares personal stories and insights from his 32 years in the finance industry, including his journey from dinner seminars to hosting a nationally syndicated radio show. Josh & Pete also touch on the benefits and challenges of taking a trial retirement and finding joy in helping others achieve financial happiness. 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! Mon, 08 Jul 2024 07:10:00 -0000 full Josh Jalinski Are you prepared for a worry-free retirement? In this episode, Josh Jelinski sits down with the renowned Coach Pete (Peter J. Daruda), founder of Capital Financial Advisory Group and host of "The Financial Safari," to delve into financial planning and retirement strategies. Josh and Coach Pete discuss the critical importance of lifetime income planning and developing a financial strategy tailored to individual needs. They dive into tax planning, balancing risk and safety, and maintaining purchasing power amidst inflation. The two explore common myths around annuities, the significance of diversification, and strategies for a happy retirement. Coach Pete also shares personal stories and insights from his 32 years in the finance industry, including his journey from dinner seminars to hosting a nationally syndicated radio show. Josh & Pete also touch on the benefits and challenges of taking a trial retirement and finding joy in helping others achieve financial happiness. 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! Are you prepared for a worry-free retirement? In this episode, Josh Jelinski sits down with the renowned Coach Pete (Peter J. Daruda), founder of Capital Financial Advisory Group and host of "The Financial Safari," to delve into financial planning and retirement strategies.


Josh and Coach Pete discuss the critical importance of lifetime income planning and developing a financial strategy tailored to individual needs. They dive into tax planning, balancing risk and safety, and maintaining purchasing power amidst inflation. The two explore common myths around annuities, the significance of diversification, and strategies for a happy retirement.


Coach Pete also shares personal stories and insights from his 32 years in the finance industry, including his journey from dinner seminars to hosting a nationally syndicated radio show. Josh & Pete also touch on the benefits and challenges of taking a trial retirement and finding joy in helping others achieve financial happiness.


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!

]]> 3423 [LIVE RADIO SHOW] Political Debate Impacts, Robo-Advisors, and Affordable Travel + Listener Q&A! How can political debates influence your financial future? In this live episode of "The Financial Quarterback," Josh dives into numerous financial topics, beginning with a robust discussion on the recent political debate and its potential implications for the economy, especially focusing on Social Security and inflation. Josh then answers live calls from the audience, providing practical insights on various financial products, including stocks, bonds, annuities, and index funds. One segment involves a detailed conversation about the pros and cons of robo-advisors, with Josh emphasizing the importance of human oversight in financial management. Josh also delves into vacation budgeting, offering actionable tips on how to plan budget-friendly trips without compromising on experiences. Towards the end, Josh highlights key takeaways from Jeff Bezos's entrepreneurial journey and investment strategies, rounding off with a thought-provoking discussion on how ordinary investors can apply these lessons to grow and protect their wealth. 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! Fri, 05 Jul 2024 07:10:00 -0000 full Josh Jalinski How can political debates influence your financial future? In this live episode of "The Financial Quarterback," Josh dives into numerous financial topics, beginning with a robust discussion on the recent political debate and its potential implications for the economy, especially focusing on Social Security and inflation. Josh then answers live calls from the audience, providing practical insights on various financial products, including stocks, bonds, annuities, and index funds. One segment involves a detailed conversation about the pros and cons of robo-advisors, with Josh emphasizing the importance of human oversight in financial management. Josh also delves into vacation budgeting, offering actionable tips on how to plan budget-friendly trips without compromising on experiences. Towards the end, Josh highlights key takeaways from Jeff Bezos's entrepreneurial journey and investment strategies, rounding off with a thought-provoking discussion on how ordinary investors can apply these lessons to grow and protect their wealth. 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! How can political debates influence your financial future? In this live episode of "The Financial Quarterback," Josh dives into numerous financial topics, beginning with a robust discussion on the recent political debate and its potential implications for the economy, especially focusing on Social Security and inflation.


Josh then answers live calls from the audience, providing practical insights on various financial products, including stocks, bonds, annuities, and index funds. One segment involves a detailed conversation about the pros and cons of robo-advisors, with Josh emphasizing the importance of human oversight in financial management. Josh also delves into vacation budgeting, offering actionable tips on how to plan budget-friendly trips without compromising on experiences.


Towards the end, Josh highlights key takeaways from Jeff Bezos's entrepreneurial journey and investment strategies, rounding off with a thought-provoking discussion on how ordinary investors can apply these lessons to grow and protect their wealth.


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!


]]> 6342 no Ep 22 - Why Kids Might Be Your Best Investment Yet Are kids a financial blessing or burden? Josh explores this by diving deep into the financial implications of starting and raising a family in today's economy. Challenging the prevalent notion that children are merely financial burdens, especially during economic downturns or periods of inflation, Josh uses data and personal anecdotes to illustrate how children can actually be a source of financial and emotional wealth. From tackling rising childcare costs to questioning long-held beliefs about financial readiness for parenthood, this episode covers it all. Discover why having kids might be the smartest investment you'll ever make and how to keep your finances in check while raising a family. Josh also delves into the benefits of stay-at-home parenting, potential savings from homeschooling, and innovative work-from-home arrangements that foster better family dynamics. Plus, in "Extra Points," Josh compares the rising costs of pet ownership with the expenses of raising children. 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! Wed, 03 Jul 2024 07:10:00 -0000 full Josh Jalinski Are kids a financial blessing or burden? Josh explores this by diving deep into the financial implications of starting and raising a family in today's economy. Challenging the prevalent notion that children are merely financial burdens, especially during economic downturns or periods of inflation, Josh uses data and personal anecdotes to illustrate how children can actually be a source of financial and emotional wealth. From tackling rising childcare costs to questioning long-held beliefs about financial readiness for parenthood, this episode covers it all. Discover why having kids might be the smartest investment you'll ever make and how to keep your finances in check while raising a family. Josh also delves into the benefits of stay-at-home parenting, potential savings from homeschooling, and innovative work-from-home arrangements that foster better family dynamics. Plus, in "Extra Points," Josh compares the rising costs of pet ownership with the expenses of raising children. 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! Are kids a financial blessing or burden? Josh explores this by diving deep into the financial implications of starting and raising a family in today's economy. Challenging the prevalent notion that children are merely financial burdens, especially during economic downturns or periods of inflation, Josh uses data and personal anecdotes to illustrate how children can actually be a source of financial and emotional wealth.


From tackling rising childcare costs to questioning long-held beliefs about financial readiness for parenthood, this episode covers it all. Discover why having kids might be the smartest investment you'll ever make and how to keep your finances in check while raising a family. Josh also delves into the benefits of stay-at-home parenting, potential savings from homeschooling, and innovative work-from-home arrangements that foster better family dynamics. Plus, in "Extra Points," Josh compares the rising costs of pet ownership with the expenses of raising children.


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!

]]> 2043 How Doctors Can Dodge Financial Disasters w/ Dr. Jim Dahle (White Coat Investor) Are you protecting your wealth as a high-income professional? In this episode of The Financial Quarterback, Josh is joined by Dr. Jim Dahle, practicing emergency physician and the founder of The White Coat Investor to discuss the unique financial challenges faced by doctors and high-income professionals. Dr. Dahle shares his journey from being an emergency room physician to creating the White Coat Investor blog. Josh and Dr. Dahle tackle the often-overlooked stressors of financial pressures in the medical field and how to navigate them effectively. They first dive into the importance of having comprehensive disability and term life insurance to secure financial stability. They talk about maximizing retirement accounts to take full advantage of tax benefits and straightforward asset protection strategies. Dr. Dahle provides valuable insights into common financial mistakes doctors make due to a lack of financial education and stresses the importance of proper guidance. The two also discuss practical advice on managing student loan forgiveness, smart spending habits, and the impact of car choices on long-term wealth. 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! Mon, 01 Jul 2024 07:10:00 -0000 full Josh Jalinski Are you protecting your wealth as a high-income professional? In this episode of The Financial Quarterback, Josh is joined by Dr. Jim Dahle, practicing emergency physician and the founder of The White Coat Investor to discuss the unique financial challenges faced by doctors and high-income professionals. Dr. Dahle shares his journey from being an emergency room physician to creating the White Coat Investor blog. Josh and Dr. Dahle tackle the often-overlooked stressors of financial pressures in the medical field and how to navigate them effectively. They first dive into the importance of having comprehensive disability and term life insurance to secure financial stability. They talk about maximizing retirement accounts to take full advantage of tax benefits and straightforward asset protection strategies. Dr. Dahle provides valuable insights into common financial mistakes doctors make due to a lack of financial education and stresses the importance of proper guidance. The two also discuss practical advice on managing student loan forgiveness, smart spending habits, and the impact of car choices on long-term wealth. 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! Are you protecting your wealth as a high-income professional? In this episode of The Financial Quarterback, Josh is joined by Dr. Jim Dahle, practicing emergency physician and the founder of The White Coat Investor to discuss the unique financial challenges faced by doctors and high-income professionals. Dr. Dahle shares his journey from being an emergency room physician to creating the White Coat Investor blog.


Josh and Dr. Dahle tackle the often-overlooked stressors of financial pressures in the medical field and how to navigate them effectively. They first dive into the importance of having comprehensive disability and term life insurance to secure financial stability. They talk about maximizing retirement accounts to take full advantage of tax benefits and straightforward asset protection strategies. Dr. Dahle provides valuable insights into common financial mistakes doctors make due to a lack of financial education and stresses the importance of proper guidance. The two also discuss practical advice on managing student loan forgiveness, smart spending habits, and the impact of car choices on long-term wealth.



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!



]]> 3877 no Ep 21 - The Miracle of Compound Interest Is compound interest truly the "eighth wonder of the world"? Josh explores this question by breaking down the transformative power of compound interest, a concept famously endorsed by Einstein. He emphasizes how leveraging compound interest can be a financial game-changer for investors when utilized correctly. He discusses the exponential curve of investment growth and the critical importance of starting early to maximize financial gains. Josh then introduces the Rule of 72, a fundamental principle to determine the doubling time of an investment based on its rate of return. He highlights potential setbacks that can derail this growth, such as taxes, fees, inflation, and lifestyle expenditures, stressing the importance of savvy financial planning. Then in "Extra Points," Josh addresses a caller's dilemma regarding missed Required Minimum Distributions (RMDs), providing practical advice and actionable steps for listeners facing similar issues. 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! Wed, 26 Jun 2024 07:10:00 -0000 full Josh Jalinski Is compound interest truly the "eighth wonder of the world"? Josh explores this question by breaking down the transformative power of compound interest, a concept famously endorsed by Einstein. He emphasizes how leveraging compound interest can be a financial game-changer for investors when utilized correctly. He discusses the exponential curve of investment growth and the critical importance of starting early to maximize financial gains. Josh then introduces the Rule of 72, a fundamental principle to determine the doubling time of an investment based on its rate of return. He highlights potential setbacks that can derail this growth, such as taxes, fees, inflation, and lifestyle expenditures, stressing the importance of savvy financial planning. Then in "Extra Points," Josh addresses a caller's dilemma regarding missed Required Minimum Distributions (RMDs), providing practical advice and actionable steps for listeners facing similar issues. 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! Is compound interest truly the "eighth wonder of the world"? Josh explores this question by breaking down the transformative power of compound interest, a concept famously endorsed by Einstein. He emphasizes how leveraging compound interest can be a financial game-changer for investors when utilized correctly. He discusses the exponential curve of investment growth and the critical importance of starting early to maximize financial gains.


Josh then introduces the Rule of 72, a fundamental principle to determine the doubling time of an investment based on its rate of return. He highlights potential setbacks that can derail this growth, such as taxes, fees, inflation, and lifestyle expenditures, stressing the importance of savvy financial planning.


Then in "Extra Points," Josh addresses a caller's dilemma regarding missed Required Minimum Distributions (RMDs), providing practical advice and actionable steps for listeners facing similar issues.



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!

]]> 1237 Turning Grief Into Financial Clarity w/ Carol Roth ("You Will Own Nothing") How can you ensure your legacy is well-planned and protected? In this episode of The Financial Quarterback, Josh sits down with Carol Roth, renowned television host, author financial expert and creator of the Future File system, to discuss how her innovative legacy planning tool can help secure your financial future and simplify critical end-of-life decisions. Carol shares her journey from investment banking to entrepreneurship, detailing the personal stories that inspired her to develop the Future File system. Josh and Carol delve into the practicalities of managing medical emergencies, aging, and end-of-life decisions, emphasizing how Future File can reduce stress and ensure smooth transitions for families. The two also talk about the importance of having family discussions about desires and personal property to prevent future conflicts. They explore the impact of persistent inflation on the economy, debate over interest rates, and discuss the significance of owning diverse assets like property, stocks, and precious metals. Additionally, they highlight the ongoing relevance of small businesses and the need for digital and financial literacy in today's world. 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! Resources: Future File: futurefile.com Carol Roth on X (Twitter): @caroljsroth You Will Own Nothing: Book available at major retailers The War on Small Business: Book available at major retailers Mon, 24 Jun 2024 07:10:00 -0000 full Josh Jalinski How can you ensure your legacy is well-planned and protected? In this episode of The Financial Quarterback, Josh sits down with Carol Roth, renowned television host, author financial expert and creator of the Future File system, to discuss how her innovative legacy planning tool can help secure your financial future and simplify critical end-of-life decisions. Carol shares her journey from investment banking to entrepreneurship, detailing the personal stories that inspired her to develop the Future File system. Josh and Carol delve into the practicalities of managing medical emergencies, aging, and end-of-life decisions, emphasizing how Future File can reduce stress and ensure smooth transitions for families. The two also talk about the importance of having family discussions about desires and personal property to prevent future conflicts. They explore the impact of persistent inflation on the economy, debate over interest rates, and discuss the significance of owning diverse assets like property, stocks, and precious metals. Additionally, they highlight the ongoing relevance of small businesses and the need for digital and financial literacy in today's world. 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! Resources: Future File: futurefile.com Carol Roth on X (Twitter): @caroljsroth You Will Own Nothing: Book available at major retailers The War on Small Business: Book available at major retailers How can you ensure your legacy is well-planned and protected? In this episode of The Financial Quarterback, Josh sits down with Carol Roth, renowned television host, author financial expert and creator of the Future File system, to discuss how her innovative legacy planning tool can help secure your financial future and simplify critical end-of-life decisions.


Carol shares her journey from investment banking to entrepreneurship, detailing the personal stories that inspired her to develop the Future File system. Josh and Carol delve into the practicalities of managing medical emergencies, aging, and end-of-life decisions, emphasizing how Future File can reduce stress and ensure smooth transitions for families.


The two also talk about the importance of having family discussions about desires and personal property to prevent future conflicts. They explore the impact of persistent inflation on the economy, debate over interest rates, and discuss the significance of owning diverse assets like property, stocks, and precious metals. Additionally, they highlight the ongoing relevance of small businesses and the need for digital and financial literacy in today's world.


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!


Resources:


Future File: futurefile.com

Carol Roth on X (Twitter): @caroljsroth

You Will Own Nothing: Book available at major retailers

The War on Small Business: Book available at major retailers

]]> 4068 Ep 20 - Budgeting Your Way to Wealth Ready to take control of your finances? In this episode, Josh breaks down the essentials of smart budgeting, blending classic techniques with modern strategies. Kicking things off with a deep dive into historical budgeting trends, Josh explores how budgeting practices have evolved from rigid spreadsheets to flexible, app-driven methods. He brings to life the "70-20-10 rule" and the envelope method, showcasing how these timeless strategies can still work wonders today. Josh then shifts gears to modern techniques, emphasizing the power of zero-based budgeting and the "pay yourself first" approach. He doesn’t just stop at theory—he provides actionable tips on how to incorporate these strategies into your daily routine, making budgeting less of a chore and more of a pathway to financial freedom. Then in a fun, new segment called "Ride the Wave with Dave," we chat about some fun money tales from Josh's past. From hilarious mishaps to valuable lessons learned, these stories highlight the importance of frugality and the joy of smart financial planning. 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! Wed, 19 Jun 2024 07:10:00 -0000 full Josh Jalinski Ready to take control of your finances? In this episode, Josh breaks down the essentials of smart budgeting, blending classic techniques with modern strategies. Kicking things off with a deep dive into historical budgeting trends, Josh explores how budgeting practices have evolved from rigid spreadsheets to flexible, app-driven methods. He brings to life the "70-20-10 rule" and the envelope method, showcasing how these timeless strategies can still work wonders today. Josh then shifts gears to modern techniques, emphasizing the power of zero-based budgeting and the "pay yourself first" approach. He doesn’t just stop at theory—he provides actionable tips on how to incorporate these strategies into your daily routine, making budgeting less of a chore and more of a pathway to financial freedom. Then in a fun, new segment called "Ride the Wave with Dave," we chat about some fun money tales from Josh's past. From hilarious mishaps to valuable lessons learned, these stories highlight the importance of frugality and the joy of smart financial planning. 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! Ready to take control of your finances? In this episode, Josh breaks down the essentials of smart budgeting, blending classic techniques with modern strategies. Kicking things off with a deep dive into historical budgeting trends, Josh explores how budgeting practices have evolved from rigid spreadsheets to flexible, app-driven methods. He brings to life the "70-20-10 rule" and the envelope method, showcasing how these timeless strategies can still work wonders today.


Josh then shifts gears to modern techniques, emphasizing the power of zero-based budgeting and the "pay yourself first" approach. He doesn’t just stop at theory—he provides actionable tips on how to incorporate these strategies into your daily routine, making budgeting less of a chore and more of a pathway to financial freedom.


Then in a fun, new segment called "Ride the Wave with Dave," we chat about some fun money tales from Josh's past. From hilarious mishaps to valuable lessons learned, these stories highlight the importance of frugality and the joy of smart financial planning.



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!

]]> 2434 no Why Millennial Housing Needs Will Explode the Markets w/ Ken Gronbach How do demographic shifts shape our economic future? In this episode, Josh sits down with renowned demographer Ken Gronbach to discuss the powerful influence of demographic trends on our economy, business landscape, and society. Ken shares his journey from a career in marketing to becoming a leading expert in generational shifts. The conversation kicks off with a deep dive into how different generations, including Baby Boomers, Generation X, Millennials, and Generation Z, are impacting market trends. Ken explains the crucial role of immigration in sustaining economic growth and addressing labor shortages, especially with the smaller Generation X population. Josh and Ken explore the significant housing demand driven by Millennials reaching prime home-buying age and the resulting effects on the real estate market. They also discuss economic opportunities in the Americas, contrasting with aging societies like Russia and China. 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! Mon, 17 Jun 2024 07:10:00 -0000 full Josh Jalinski How do demographic shifts shape our economic future? In this episode, Josh sits down with renowned demographer Ken Gronbach to discuss the powerful influence of demographic trends on our economy, business landscape, and society. Ken shares his journey from a career in marketing to becoming a leading expert in generational shifts. The conversation kicks off with a deep dive into how different generations, including Baby Boomers, Generation X, Millennials, and Generation Z, are impacting market trends. Ken explains the crucial role of immigration in sustaining economic growth and addressing labor shortages, especially with the smaller Generation X population. Josh and Ken explore the significant housing demand driven by Millennials reaching prime home-buying age and the resulting effects on the real estate market. They also discuss economic opportunities in the Americas, contrasting with aging societies like Russia and China. 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! How do demographic shifts shape our economic future? In this episode, Josh sits down with renowned demographer Ken Gronbach to discuss the powerful influence of demographic trends on our economy, business landscape, and society. Ken shares his journey from a career in marketing to becoming a leading expert in generational shifts.

The conversation kicks off with a deep dive into how different generations, including Baby Boomers, Generation X, Millennials, and Generation Z, are impacting market trends. Ken explains the crucial role of immigration in sustaining economic growth and addressing labor shortages, especially with the smaller Generation X population.

Josh and Ken explore the significant housing demand driven by Millennials reaching prime home-buying age and the resulting effects on the real estate market. They also discuss economic opportunities in the Americas, contrasting with aging societies like Russia and China.


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!

]]> 2784 no Ep 19 - The Greatest Wealth Transfer in History Is Here! Are you ready for the biggest financial shift of our lifetime? In this episode, Josh explores the Great Wealth Transfer, where a seismic $68 trillion is set to move from baby boomers to millennials, and details its profound effects on personal and national finances. Josh kicks off by examining how this wealth transfer is unfolding as baby boomers retire, and explores the financial implications for retirement planning and the broader economy. He highlights potential pitfalls like mismanagement by heirs, tax losses, and the critical importance of having honest family discussions and involving financial advisors for effective legacy planning. Then in "Extra Points," Josh and the team discuss why some celebrities are choosing not to leave their fortunes to their children, sparking a debate about financial independence, legacy planning, and the best ways to help ensure your wealth is preserved for future generations. 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! Wed, 12 Jun 2024 07:10:00 -0000 full Josh Jalinski Are you ready for the biggest financial shift of our lifetime? In this episode, Josh explores the Great Wealth Transfer, where a seismic $68 trillion is set to move from baby boomers to millennials, and details its profound effects on personal and national finances. Josh kicks off by examining how this wealth transfer is unfolding as baby boomers retire, and explores the financial implications for retirement planning and the broader economy. He highlights potential pitfalls like mismanagement by heirs, tax losses, and the critical importance of having honest family discussions and involving financial advisors for effective legacy planning. Then in "Extra Points," Josh and the team discuss why some celebrities are choosing not to leave their fortunes to their children, sparking a debate about financial independence, legacy planning, and the best ways to help ensure your wealth is preserved for future generations. 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! Are you ready for the biggest financial shift of our lifetime? In this episode, Josh explores the Great Wealth Transfer, where a seismic $68 trillion is set to move from baby boomers to millennials, and details its profound effects on personal and national finances.

Josh kicks off by examining how this wealth transfer is unfolding as baby boomers retire, and explores the financial implications for retirement planning and the broader economy. He highlights potential pitfalls like mismanagement by heirs, tax losses, and the critical importance of having honest family discussions and involving financial advisors for effective legacy planning.

Then in "Extra Points," Josh and the team discuss why some celebrities are choosing not to leave their fortunes to their children, sparking a debate about financial independence, legacy planning, and the best ways to help ensure your wealth is preserved for future generations.


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!

]]> 3390 Exposing Inflation and Government Spending w/ Steve Moore How do current economic policies shape our financial future? In this episode, Josh and economist Stephen Moore dive into the U.S. economy's challenges and opportunities. Moore, a former senior economic advisor to Donald Trump, shares his insights on government spending, inflation, and strategies to restore America's financial prosperity. Josh and Stephen discuss how recent government spending has driven inflation and eroded the dollar's value. The conversation covers potential policy changes, including significant government spending cuts and the Mac Penny Plan, which proposes a 1% annual reduction in government budgets to balance the budget and stimulate growth. As a strong advocate for free markets, Moore offers his views on trade policies, the Federal Reserve's role, and the global economic landscape. He emphasizes the need for a stable dollar and suggests the Federal Reserve focus solely on this goal. The episode also includes some of Moore's investment thoughts in energy sectors and data storage solutions as key growth areas. 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! Mon, 10 Jun 2024 07:10:00 -0000 full Josh Jalinski How do current economic policies shape our financial future? In this episode, Josh and economist Stephen Moore dive into the U.S. economy's challenges and opportunities. Moore, a former senior economic advisor to Donald Trump, shares his insights on government spending, inflation, and strategies to restore America's financial prosperity. Josh and Stephen discuss how recent government spending has driven inflation and eroded the dollar's value. The conversation covers potential policy changes, including significant government spending cuts and the Mac Penny Plan, which proposes a 1% annual reduction in government budgets to balance the budget and stimulate growth. As a strong advocate for free markets, Moore offers his views on trade policies, the Federal Reserve's role, and the global economic landscape. He emphasizes the need for a stable dollar and suggests the Federal Reserve focus solely on this goal. The episode also includes some of Moore's investment thoughts in energy sectors and data storage solutions as key growth areas. 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! How do current economic policies shape our financial future? In this episode, Josh and economist Stephen Moore dive into the U.S. economy's challenges and opportunities. Moore, a former senior economic advisor to Donald Trump, shares his insights on government spending, inflation, and strategies to restore America's financial prosperity.

Josh and Stephen discuss how recent government spending has driven inflation and eroded the dollar's value. The conversation covers potential policy changes, including significant government spending cuts and the Mac Penny Plan, which proposes a 1% annual reduction in government budgets to balance the budget and stimulate growth.

As a strong advocate for free markets, Moore offers his views on trade policies, the Federal Reserve's role, and the global economic landscape. He emphasizes the need for a stable dollar and suggests the Federal Reserve focus solely on this goal. The episode also includes some of Moore's investment thoughts in energy sectors and data storage solutions as key growth areas.


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!






]]> 2147 no Building Wealth and Traveling the World w/ Paula Pant (Afford Anything) How can you transform financial knowledge into actionable strategies? In this episode, Josh interviews Paula Pant, acclaimed host of the Afford Anything podcast and a seasoned real estate investor. Paula shares her journey from newspaper reporter to independent journalist and real estate mogul, offering deep insights into behavioral finance and practical investment tips. They dive into the nuances of the current real estate market, with Paula emphasizing the potential of residential real estate amidst a housing shortage while cautioning against commercial real estate investments. The discussion expands to the impact of cognitive biases like recency bias and availability heuristic on financial decisions, and how to build a diversified portfolio tailored to individual goals and risk tolerance. Paula also shares her passion for travel, discussing affordable family-friendly destinations and the benefits of immersing children in different cultures. The conversation touches on house hacking, portfolio construction, and the importance of optimizing finances for personal and family priorities. 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! Mon, 03 Jun 2024 07:10:00 -0000 full Josh Jalinski How can you transform financial knowledge into actionable strategies? In this episode, Josh interviews Paula Pant, acclaimed host of the Afford Anything podcast and a seasoned real estate investor. Paula shares her journey from newspaper reporter to independent journalist and real estate mogul, offering deep insights into behavioral finance and practical investment tips. They dive into the nuances of the current real estate market, with Paula emphasizing the potential of residential real estate amidst a housing shortage while cautioning against commercial real estate investments. The discussion expands to the impact of cognitive biases like recency bias and availability heuristic on financial decisions, and how to build a diversified portfolio tailored to individual goals and risk tolerance. Paula also shares her passion for travel, discussing affordable family-friendly destinations and the benefits of immersing children in different cultures. The conversation touches on house hacking, portfolio construction, and the importance of optimizing finances for personal and family priorities. 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! How can you transform financial knowledge into actionable strategies? In this episode, Josh interviews Paula Pant, acclaimed host of the Afford Anything podcast and a seasoned real estate investor. Paula shares her journey from newspaper reporter to independent journalist and real estate mogul, offering deep insights into behavioral finance and practical investment tips.

They dive into the nuances of the current real estate market, with Paula emphasizing the potential of residential real estate amidst a housing shortage while cautioning against commercial real estate investments. The discussion expands to the impact of cognitive biases like recency bias and availability heuristic on financial decisions, and how to build a diversified portfolio tailored to individual goals and risk tolerance.

Paula also shares her passion for travel, discussing affordable family-friendly destinations and the benefits of immersing children in different cultures. The conversation touches on house hacking, portfolio construction, and the importance of optimizing finances for personal and family priorities.


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!


]]> 3828 Ep 17 - How Pro Athlete Contracts Can Guide Your Financial Decisions How can you apply the financial strategies of pro athletes to your own financial game plan? In this episode, Josh dives into the thrilling intersection of professional sports finance and personal financial management. He explores how high-stakes decisions in the sports world can inspire you to bolster your own financial strategy. Josh kicks off by analyzing the blockbuster contracts of Fernando Tatis Jr. and Shohei Ohtani, and delving into the negotiation tactics used by legends like Derek Jeter. He discusses the financial missteps of Allen Iverson and the business savvy of athletes like LeBron James and Magic Johnson, providing insights on managing sudden wealth and strategic planning. Josh highlights the importance of planning for long-term sustainability beyond peak earning years, emphasizing education and diversification. He also touches on Shaquille O'Neal's investment strategy and how athletes manage their wealth post-career. Then in "Extra Points," Josh addresses the rising popularity of pickleball, its associated risks amongst seniors, and the importance of balancing physical health with financial planning. 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! Wed, 29 May 2024 07:10:00 -0000 full Josh Jalinski How can you apply the financial strategies of pro athletes to your own financial game plan? In this episode, Josh dives into the thrilling intersection of professional sports finance and personal financial management. He explores how high-stakes decisions in the sports world can inspire you to bolster your own financial strategy. Josh kicks off by analyzing the blockbuster contracts of Fernando Tatis Jr. and Shohei Ohtani, and delving into the negotiation tactics used by legends like Derek Jeter. He discusses the financial missteps of Allen Iverson and the business savvy of athletes like LeBron James and Magic Johnson, providing insights on managing sudden wealth and strategic planning. Josh highlights the importance of planning for long-term sustainability beyond peak earning years, emphasizing education and diversification. He also touches on Shaquille O'Neal's investment strategy and how athletes manage their wealth post-career. Then in "Extra Points," Josh addresses the rising popularity of pickleball, its associated risks amongst seniors, and the importance of balancing physical health with financial planning. 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! How can you apply the financial strategies of pro athletes to your own financial game plan? In this episode, Josh dives into the thrilling intersection of professional sports finance and personal financial management. He explores how high-stakes decisions in the sports world can inspire you to bolster your own financial strategy.

Josh kicks off by analyzing the blockbuster contracts of Fernando Tatis Jr. and Shohei Ohtani, and delving into the negotiation tactics used by legends like Derek Jeter. He discusses the financial missteps of Allen Iverson and the business savvy of athletes like LeBron James and Magic Johnson, providing insights on managing sudden wealth and strategic planning.

Josh highlights the importance of planning for long-term sustainability beyond peak earning years, emphasizing education and diversification. He also touches on Shaquille O'Neal's investment strategy and how athletes manage their wealth post-career. Then in "Extra Points," Josh addresses the rising popularity of pickleball, its associated risks amongst seniors, and the importance of balancing physical health with financial planning.


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!

]]> 2140 no The Case for Equities in Retirement w/ David Blanchett How can you make your retirement plan truly bulletproof? In this episode of The Financial Quarterback, Josh interviews retirement planning expert David Blanchett. They start by discussing the importance of understanding longevity risk and how annuities can be valuable tools to provide lifetime income. They break down the different types of annuities, including MIGAs, SPIAs, and fixed index options, and emphasize the need to work with knowledgeable advisors to make informed decisions. The conversation then moves to the four percent rule, debating its viability and highlighting the importance of personalized retirement income plans that account for individual circumstances. The two also tackles the significant impact of healthcare expenses on retirement, exploring strategies like long-term care insurance and Medicaid trusts to mitigate these costs. David shares insights on constructing diversified retirement portfolios, balancing equities and bonds, and making strategic portfolio adjustments to navigate market volatility. Josh and David also explore behavioral finance and how investor behavior can impact financial outcomes. 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! Mon, 27 May 2024 07:10:00 -0000 full Josh Jalinski How can you make your retirement plan truly bulletproof? In this episode of The Financial Quarterback, Josh interviews retirement planning expert David Blanchett. They start by discussing the importance of understanding longevity risk and how annuities can be valuable tools to provide lifetime income. They break down the different types of annuities, including MIGAs, SPIAs, and fixed index options, and emphasize the need to work with knowledgeable advisors to make informed decisions. The conversation then moves to the four percent rule, debating its viability and highlighting the importance of personalized retirement income plans that account for individual circumstances. The two also tackles the significant impact of healthcare expenses on retirement, exploring strategies like long-term care insurance and Medicaid trusts to mitigate these costs. David shares insights on constructing diversified retirement portfolios, balancing equities and bonds, and making strategic portfolio adjustments to navigate market volatility. Josh and David also explore behavioral finance and how investor behavior can impact financial outcomes. 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! How can you make your retirement plan truly bulletproof? In this episode of The Financial Quarterback, Josh interviews retirement planning expert David Blanchett. They start by discussing the importance of understanding longevity risk and how annuities can be valuable tools to provide lifetime income. They break down the different types of annuities, including MIGAs, SPIAs, and fixed index options, and emphasize the need to work with knowledgeable advisors to make informed decisions. The conversation then moves to the four percent rule, debating its viability and highlighting the importance of personalized retirement income plans that account for individual circumstances.

The two also tackles the significant impact of healthcare expenses on retirement, exploring strategies like long-term care insurance and Medicaid trusts to mitigate these costs. David shares insights on constructing diversified retirement portfolios, balancing equities and bonds, and making strategic portfolio adjustments to navigate market volatility. Josh and David also explore behavioral finance and how investor behavior can impact financial outcomes.


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!

]]> 3788 no Ep 16 - The Rise of Financial Scams: What YOU Need to Know How can you protect yourself from the ever-evolving world of financial scams? In this gripping episode, Josh tackles the alarming surge in financial fraud that cost Americans a record $10 billion last year. Josh delves into the mechanics of modern scams, offering historical insights and contemporary examples to arm you against becoming a victim. Starting with the latest FTC statistics, Josh highlights the rising tide of financial deception and the increasingly cunning tactics used by scammers. He discusses the sinister world of pig butchering scams, which lure victims with promises of financial success before exploiting them for substantial sums. Josh also explores the threat of deepfake technology, where scammers digitally mimic voices and images to defraud unsuspecting individuals. In the Extra Points segment, Josh is joined by Terrence Yang of Swan Bitcoin. Terrence sheds light on the vulnerabilities in cryptocurrency investments and the troubling use of NFTs as vehicles for scams. 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! Wed, 22 May 2024 07:10:00 -0000 full Josh Jalinski How can you protect yourself from the ever-evolving world of financial scams? In this gripping episode, Josh tackles the alarming surge in financial fraud that cost Americans a record $10 billion last year. Josh delves into the mechanics of modern scams, offering historical insights and contemporary examples to arm you against becoming a victim. Starting with the latest FTC statistics, Josh highlights the rising tide of financial deception and the increasingly cunning tactics used by scammers. He discusses the sinister world of pig butchering scams, which lure victims with promises of financial success before exploiting them for substantial sums. Josh also explores the threat of deepfake technology, where scammers digitally mimic voices and images to defraud unsuspecting individuals. In the Extra Points segment, Josh is joined by Terrence Yang of Swan Bitcoin. Terrence sheds light on the vulnerabilities in cryptocurrency investments and the troubling use of NFTs as vehicles for scams. 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! How can you protect yourself from the ever-evolving world of financial scams? In this gripping episode, Josh tackles the alarming surge in financial fraud that cost Americans a record $10 billion last year. Josh delves into the mechanics of modern scams, offering historical insights and contemporary examples to arm you against becoming a victim.

Starting with the latest FTC statistics, Josh highlights the rising tide of financial deception and the increasingly cunning tactics used by scammers. He discusses the sinister world of pig butchering scams, which lure victims with promises of financial success before exploiting them for substantial sums. Josh also explores the threat of deepfake technology, where scammers digitally mimic voices and images to defraud unsuspecting individuals.

In the Extra Points segment, Josh is joined by Terrence Yang of Swan Bitcoin. Terrence sheds light on the vulnerabilities in cryptocurrency investments and the troubling use of NFTs as vehicles for scams.


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!

]]> 1819 no Behind the Finances of MLB Stars w/ Erik Kratz (Foul Territory) How does a pro baseball player handle finances on and off the field? In this episode of The Financial Quarterback, Josh sits down with former MLB player and "Foul Territory" co-host Erik Kratz to discuss the intersection of baseball and finance. Erik shares his inspiring journey from being cut from his high school team to spending over a decade in the big leagues.He talks about the financial challenges of playing in the minor leagues and the strategic decisions required to manage wealth as a professional athlete. Then, Josh and Erik dive into the economic realities of travel sports for young athletes and their families, emphasizing the importance of financial literacy. The two also explore the financial struggles and successes of MLB players, discussing deferred contracts and the complexities of managing large sums of money. Erik shares anecdotes about balancing youth sports, family time, and financial wisdom, and they debate the viability of investment choices like real estate versus luxury cars. The episode also touches on the controversy surrounding Shohei Ohtani's alleged gambling involvement and the broader implications for athletes' financial decisions. Erik reflects on the power of compounding in long-term investments and the significance of financial stability beyond just wealth. 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! Mon, 20 May 2024 06:50:00 -0000 full Josh Jalinski How does a pro baseball player handle finances on and off the field? In this episode of The Financial Quarterback, Josh sits down with former MLB player and "Foul Territory" co-host Erik Kratz to discuss the intersection of baseball and finance. Erik shares his inspiring journey from being cut from his high school team to spending over a decade in the big leagues.He talks about the financial challenges of playing in the minor leagues and the strategic decisions required to manage wealth as a professional athlete. Then, Josh and Erik dive into the economic realities of travel sports for young athletes and their families, emphasizing the importance of financial literacy. The two also explore the financial struggles and successes of MLB players, discussing deferred contracts and the complexities of managing large sums of money. Erik shares anecdotes about balancing youth sports, family time, and financial wisdom, and they debate the viability of investment choices like real estate versus luxury cars. The episode also touches on the controversy surrounding Shohei Ohtani's alleged gambling involvement and the broader implications for athletes' financial decisions. Erik reflects on the power of compounding in long-term investments and the significance of financial stability beyond just wealth. 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! How does a pro baseball player handle finances on and off the field? In this episode of The Financial Quarterback, Josh sits down with former MLB player and "Foul Territory" co-host Erik Kratz to discuss the intersection of baseball and finance. Erik shares his inspiring journey from being cut from his high school team to spending over a decade in the big leagues.He talks about the financial challenges of playing in the minor leagues and the strategic decisions required to manage wealth as a professional athlete.

Then, Josh and Erik dive into the economic realities of travel sports for young athletes and their families, emphasizing the importance of financial literacy. The two also explore the financial struggles and successes of MLB players, discussing deferred contracts and the complexities of managing large sums of money. Erik shares anecdotes about balancing youth sports, family time, and financial wisdom, and they debate the viability of investment choices like real estate versus luxury cars.

The episode also touches on the controversy surrounding Shohei Ohtani's alleged gambling involvement and the broader implications for athletes' financial decisions. Erik reflects on the power of compounding in long-term investments and the significance of financial stability beyond just wealth.


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!

]]> 3965 no Ep 15 - Mastering Asset Allocation How can you optimize your investments to match your life stage? In this episode, Josh Jalinski dives into the crucial topic of asset allocation and its role in achieving financial stability. Josh compares the stages of a professional athlete's career to an individual's investment journey, highlighting the importance of transitioning from high-risk investments like crypto and stocks to more balanced portfolios. He discusses the necessity of evolving investment strategies with age, emphasizing how millennials and other generations can adapt their approaches to reach pivotal financial milestones. Josh also touches on the importance of estate planning in securing and transferring wealth according to one's wishes. And in Extra Points , a caller asks about the viability of the traditional 60/40 investment strategy, sparking a discussion on whether this classic approach still holds up in today's market. 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! Wed, 15 May 2024 06:50:00 -0000 full Josh Jalinski How can you optimize your investments to match your life stage? In this episode, Josh Jalinski dives into the crucial topic of asset allocation and its role in achieving financial stability. Josh compares the stages of a professional athlete's career to an individual's investment journey, highlighting the importance of transitioning from high-risk investments like crypto and stocks to more balanced portfolios. He discusses the necessity of evolving investment strategies with age, emphasizing how millennials and other generations can adapt their approaches to reach pivotal financial milestones. Josh also touches on the importance of estate planning in securing and transferring wealth according to one's wishes. And in Extra Points , a caller asks about the viability of the traditional 60/40 investment strategy, sparking a discussion on whether this classic approach still holds up in today's market. 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! How can you optimize your investments to match your life stage? In this episode, Josh Jalinski dives into the crucial topic of asset allocation and its role in achieving financial stability. Josh compares the stages of a professional athlete's career to an individual's investment journey, highlighting the importance of transitioning from high-risk investments like crypto and stocks to more balanced portfolios. He discusses the necessity of evolving investment strategies with age, emphasizing how millennials and other generations can adapt their approaches to reach pivotal financial milestones. Josh also touches on the importance of estate planning in securing and transferring wealth according to one's wishes. And in Extra Points , a caller asks about the viability of the traditional 60/40 investment strategy, sparking a discussion on whether this classic approach still holds up in today's market.


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!

]]> 1970 no Protecting Retirement Savings from Legislative Shifts w/ Bob Carlson (Retirement Watch) How can rising tax rates and changes in Social Security impact your retirement planning? In this episode, Josh is joined by Bob Carlson, editor of Retirement Watch and a seasoned expert in retirement finance. They tackle the critical issues facing retirees today, from navigating potential tax hikes and understanding Medicare changes to strategic real estate investments and the expanding role of digital currencies. Josh and Bob discuss the implications of rising tax rates and how individuals can adapt their long-term tax strategies to safeguard their financial future. They dive into the shifting landscape of Medicare, particularly Medicare Advantage plans, and offer advice on evaluating these plans during open enrollment periods. The conversation also covers the importance of realistic longevity projections in retirement planning and the impact this has on Social Security and investment decisions. Bob shares his insights on the current state of the real estate market, highlighting different asset class trends and the transformation of commercial properties into residential spaces. They also explore the world of gold investments and the implications of central bank digital currencies on personal finance. Sign up for Bob's Newsletter here 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! Mon, 13 May 2024 06:50:00 -0000 full Josh Jalinski How can rising tax rates and changes in Social Security impact your retirement planning? In this episode, Josh is joined by Bob Carlson, editor of Retirement Watch and a seasoned expert in retirement finance. They tackle the critical issues facing retirees today, from navigating potential tax hikes and understanding Medicare changes to strategic real estate investments and the expanding role of digital currencies. Josh and Bob discuss the implications of rising tax rates and how individuals can adapt their long-term tax strategies to safeguard their financial future. They dive into the shifting landscape of Medicare, particularly Medicare Advantage plans, and offer advice on evaluating these plans during open enrollment periods. The conversation also covers the importance of realistic longevity projections in retirement planning and the impact this has on Social Security and investment decisions. Bob shares his insights on the current state of the real estate market, highlighting different asset class trends and the transformation of commercial properties into residential spaces. They also explore the world of gold investments and the implications of central bank digital currencies on personal finance. Sign up for Bob's Newsletter here 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! How can rising tax rates and changes in Social Security impact your retirement planning? In this episode, Josh is joined by Bob Carlson, editor of Retirement Watch and a seasoned expert in retirement finance. They tackle the critical issues facing retirees today, from navigating potential tax hikes and understanding Medicare changes to strategic real estate investments and the expanding role of digital currencies.

Josh and Bob discuss the implications of rising tax rates and how individuals can adapt their long-term tax strategies to safeguard their financial future. They dive into the shifting landscape of Medicare, particularly Medicare Advantage plans, and offer advice on evaluating these plans during open enrollment periods. The conversation also covers the importance of realistic longevity projections in retirement planning and the impact this has on Social Security and investment decisions. Bob shares his insights on the current state of the real estate market, highlighting different asset class trends and the transformation of commercial properties into residential spaces. They also explore the world of gold investments and the implications of central bank digital currencies on personal finance.

Sign up for Bob's Newsletter here


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!

]]> 3889 no Ep 14 - Estate Planning 101 What’s the secret to ensuring your assets, like a prized guitar collection, jams on -even after you’re gone? Josh helps answer this question by breaking down the essentials of estate planning, covering everything from legal documents to protecting personal treasures. Josh begins with the fundamentals, explaining why you need airtight legal documents such as wills, living wills, powers of attorney, and healthcare directives. He emphasizes the importance of professional assistance to craft these documents correctly, which ensures your wishes are clearly defined and legally protected. The conversation then shifts to the fun part: incorporating unique assets into your estate plan. Josh shares insights on how to handle valuable personal items, using an example from our production team's own cherished guitar collection. Josh also discusses the benefits of using trusts to bypass probate and keep your estate affairs private, providing a smoother transition for your beneficiaries. 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! Wed, 08 May 2024 06:50:00 -0000 full Josh Jalinski What’s the secret to ensuring your assets, like a prized guitar collection, jams on -even after you’re gone? Josh helps answer this question by breaking down the essentials of estate planning, covering everything from legal documents to protecting personal treasures. Josh begins with the fundamentals, explaining why you need airtight legal documents such as wills, living wills, powers of attorney, and healthcare directives. He emphasizes the importance of professional assistance to craft these documents correctly, which ensures your wishes are clearly defined and legally protected. The conversation then shifts to the fun part: incorporating unique assets into your estate plan. Josh shares insights on how to handle valuable personal items, using an example from our production team's own cherished guitar collection. Josh also discusses the benefits of using trusts to bypass probate and keep your estate affairs private, providing a smoother transition for your beneficiaries. 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! What’s the secret to ensuring your assets, like a prized guitar collection, jams on -even after you’re gone? Josh helps answer this question by breaking down the essentials of estate planning, covering everything from legal documents to protecting personal treasures.

Josh begins with the fundamentals, explaining why you need airtight legal documents such as wills, living wills, powers of attorney, and healthcare directives. He emphasizes the importance of professional assistance to craft these documents correctly, which ensures your wishes are clearly defined and legally protected.

The conversation then shifts to the fun part: incorporating unique assets into your estate plan. Josh shares insights on how to handle valuable personal items, using an example from our production team's own cherished guitar collection. Josh also discusses the benefits of using trusts to bypass probate and keep your estate affairs private, providing a smoother transition for your beneficiaries.


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!

]]> 1656 Building a Diversified Investment Portfolio w/ Andrew Horowitz (The Disciplined Investor) How do Federal Reserve policies and market trends shape your investment strategy? In this episode, Josh is joined by Andrew Horowitz, seasoned financial analyst and host of "The Disciplined Investor" and the "DHUnplugged" podcasts. Together, they navigate through the complexities of inflation, the Federal Reserve's role in economic stability, Bitcoin's place in modern portfolios, and the crucial concept of diversification. Josh and Andrew start by examining how the Federal Reserve's actions influence investor behavior and market conditions. They discuss the direct impact of interest rate changes on inflation and investment strategies, emphasizing the need for investors to understand these relationships to make informed decisions. The conversation then shifts to Bitcoin, exploring its dual role as both a speculative investment and a potential hedge against inflation. The two emphasize the importance of diversification in managing risks and enhancing returns. Andrew shares his insights on integrating various asset classes into a portfolio to achieve a balanced investment approach. 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! Mon, 06 May 2024 06:50:00 -0000 full Josh Jalinski How do Federal Reserve policies and market trends shape your investment strategy? In this episode, Josh is joined by Andrew Horowitz, seasoned financial analyst and host of "The Disciplined Investor" and the "DHUnplugged" podcasts. Together, they navigate through the complexities of inflation, the Federal Reserve's role in economic stability, Bitcoin's place in modern portfolios, and the crucial concept of diversification. Josh and Andrew start by examining how the Federal Reserve's actions influence investor behavior and market conditions. They discuss the direct impact of interest rate changes on inflation and investment strategies, emphasizing the need for investors to understand these relationships to make informed decisions. The conversation then shifts to Bitcoin, exploring its dual role as both a speculative investment and a potential hedge against inflation. The two emphasize the importance of diversification in managing risks and enhancing returns. Andrew shares his insights on integrating various asset classes into a portfolio to achieve a balanced investment approach. 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! How do Federal Reserve policies and market trends shape your investment strategy? In this episode, Josh is joined by Andrew Horowitz, seasoned financial analyst and host of "The Disciplined Investor" and the "DHUnplugged" podcasts. Together, they navigate through the complexities of inflation, the Federal Reserve's role in economic stability, Bitcoin's place in modern portfolios, and the crucial concept of diversification.

Josh and Andrew start by examining how the Federal Reserve's actions influence investor behavior and market conditions. They discuss the direct impact of interest rate changes on inflation and investment strategies, emphasizing the need for investors to understand these relationships to make informed decisions. The conversation then shifts to Bitcoin, exploring its dual role as both a speculative investment and a potential hedge against inflation. The two emphasize the importance of diversification in managing risks and enhancing returns. Andrew shares his insights on integrating various asset classes into a portfolio to achieve a balanced investment approach.


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!

]]> 4248 no Ep 13 - The 4 Rules of Financial Institutions 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! Wed, 01 May 2024 06:50:00 -0000 full Josh Jalinski 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! 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!

]]> 1645 no Strategic Insurance Planning w/ Joe Saul-Sehy (Stacking Benjamins Podcast) What are the keys to unlocking the right insurance coverage for your needs? In this episode of The Financial Quarterback, Josh chats with Joe Saul-Sehy, co-host of the "Stacking Benjamins" podcast, about the best strategies for navigating the often complex world of insurance, including car, home, life, and disability coverage. Josh and Joe dive into tips on how to effectively manage risk through insurance and share critical tips for choosing policies that offer substantial protection—focusing on significant risks such as disability and the necessity of long-term care. They break down the specifics of various insurance types, discuss the shortcomings of accidental death and dismemberment insurance, and highlight the strategic benefits of combining long-term care with life insurance through riders. The discussion also covers the importance of using financial tools for better personal finance management and how smart insurance choices are integral to maintaining financial stability. 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! Mon, 29 Apr 2024 06:50:00 -0000 full Josh Jalinski What are the keys to unlocking the right insurance coverage for your needs? In this episode of The Financial Quarterback, Josh chats with Joe Saul-Sehy, co-host of the "Stacking Benjamins" podcast, about the best strategies for navigating the often complex world of insurance, including car, home, life, and disability coverage. Josh and Joe dive into tips on how to effectively manage risk through insurance and share critical tips for choosing policies that offer substantial protection—focusing on significant risks such as disability and the necessity of long-term care. They break down the specifics of various insurance types, discuss the shortcomings of accidental death and dismemberment insurance, and highlight the strategic benefits of combining long-term care with life insurance through riders. The discussion also covers the importance of using financial tools for better personal finance management and how smart insurance choices are integral to maintaining financial stability. 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! What are the keys to unlocking the right insurance coverage for your needs? In this episode of The Financial Quarterback, Josh chats with Joe Saul-Sehy, co-host of the "Stacking Benjamins" podcast, about the best strategies for navigating the often complex world of insurance, including car, home, life, and disability coverage.

Josh and Joe dive into tips on how to effectively manage risk through insurance and share critical tips for choosing policies that offer substantial protection—focusing on significant risks such as disability and the necessity of long-term care. They break down the specifics of various insurance types, discuss the shortcomings of accidental death and dismemberment insurance, and highlight the strategic benefits of combining long-term care with life insurance through riders.

The discussion also covers the importance of using financial tools for better personal finance management and how smart insurance choices are integral to maintaining financial stability.


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!

]]> 4473 no Ep 12 - The Financial Commandments: Ancient Wisdom for Today's Economy Can ancient wisdom unlock modern financial success? In this episode, Josh explores the intersection of ancient biblical commandments and contemporary financial principles during the holy season of Passover and Resurrection Sunday. He discusses how themes like integrity, hard work, and contentment drawn from the Ten Commandments can fundamentally guide sound financial planning and decision-making. Jalinski dives into the practical applications of these commandments, illustrating how avoiding debt, idolizing wealth, and respecting societal structures play pivotal roles in achieving financial stability and growth. He also highlights the importance of balancing work with rest, maintaining family ties, and conducting honest financial dealings to foster both economic well-being and a life of ethical balance. And in Extra Points, Josh presents a tailored set of "Ten Commandments of Financial Planning," offering a framework that combines these timeless principles with today's financial challenges. 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! Wed, 24 Apr 2024 06:50:00 -0000 full Josh Jalinski Can ancient wisdom unlock modern financial success? In this episode, Josh explores the intersection of ancient biblical commandments and contemporary financial principles during the holy season of Passover and Resurrection Sunday. He discusses how themes like integrity, hard work, and contentment drawn from the Ten Commandments can fundamentally guide sound financial planning and decision-making. Jalinski dives into the practical applications of these commandments, illustrating how avoiding debt, idolizing wealth, and respecting societal structures play pivotal roles in achieving financial stability and growth. He also highlights the importance of balancing work with rest, maintaining family ties, and conducting honest financial dealings to foster both economic well-being and a life of ethical balance. And in Extra Points, Josh presents a tailored set of "Ten Commandments of Financial Planning," offering a framework that combines these timeless principles with today's financial challenges. 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! Can ancient wisdom unlock modern financial success? In this episode, Josh explores the intersection of ancient biblical commandments and contemporary financial principles during the holy season of Passover and Resurrection Sunday. He discusses how themes like integrity, hard work, and contentment drawn from the Ten Commandments can fundamentally guide sound financial planning and decision-making.


Jalinski dives into the practical applications of these commandments, illustrating how avoiding debt, idolizing wealth, and respecting societal structures play pivotal roles in achieving financial stability and growth. He also highlights the importance of balancing work with rest, maintaining family ties, and conducting honest financial dealings to foster both economic well-being and a life of ethical balance. And in Extra Points, Josh presents a tailored set of "Ten Commandments of Financial Planning," offering a framework that combines these timeless principles with today's financial challenges.


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!

]]> 2301 SCAM ALERT: Defending Your Dollars w/ Sean Pyles (NerdWallet) How do you stay one step ahead of financial scammers? In this episode of The Financial Quarterback, Josh is joined by Sean Pyles of NerdWallet's Smart Money Podcast, tackles the escalating challenge of financial scams. They discuss the sophisticated tactics scammers use and share essential tips for safeguarding your investments. Together, they examine why younger generations are particularly susceptible to scams and highlight effective strategies for protection, such as multifactor authentication and unique password practices. The conversation also ventures into practical travel planning using credit card benefits and addresses the pressures young people face from inflation and soaring housing costs. 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! Mon, 22 Apr 2024 06:50:00 -0000 full Josh Jalinski How do you stay one step ahead of financial scammers? In this episode of The Financial Quarterback, Josh is joined by Sean Pyles of NerdWallet's Smart Money Podcast, tackles the escalating challenge of financial scams. They discuss the sophisticated tactics scammers use and share essential tips for safeguarding your investments. Together, they examine why younger generations are particularly susceptible to scams and highlight effective strategies for protection, such as multifactor authentication and unique password practices. The conversation also ventures into practical travel planning using credit card benefits and addresses the pressures young people face from inflation and soaring housing costs. 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! How do you stay one step ahead of financial scammers? In this episode of The Financial Quarterback, Josh is joined by Sean Pyles of NerdWallet's Smart Money Podcast, tackles the escalating challenge of financial scams. They discuss the sophisticated tactics scammers use and share essential tips for safeguarding your investments.

Together, they examine why younger generations are particularly susceptible to scams and highlight effective strategies for protection, such as multifactor authentication and unique password practices. The conversation also ventures into practical travel planning using credit card benefits and addresses the pressures young people face from inflation and soaring housing costs.


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!





]]> 3487 Ep 11 - How to Protect Your Wealth from Silent Destroyers What hidden forces are silently chipping away at your financial health? In this episode, Josh delves into the silent destroyers of wealth such as inflation, taxation, market fluctuations, and unpredictable life events. Using the vivid analogy of how mold can spoil fresh oranges, Jalinski explains how these factors can similarly erode your financial stability without warning. Jalinski introduces "macro money management" as a strategy to combat these risks. This approach emphasizes viewing financial planning through a wider lens, taking into account the dynamic and unpredictable nature of financial markets and personal circumstances. He explains the use of a game board and rule book, managed by a "macro manager," to create a financial strategy that operates more like an orchestra than a solo act, ensuring all parts work in harmony. Josh underscores the importance of collaboration among various financial specialists—tax, legal, and investment advisors—to craft a robust and cohesive financial plan that may withstand both expected and unexpected challenges. 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! Wed, 17 Apr 2024 06:50:00 -0000 full Josh Jalinski What hidden forces are silently chipping away at your financial health? In this episode, Josh delves into the silent destroyers of wealth such as inflation, taxation, market fluctuations, and unpredictable life events. Using the vivid analogy of how mold can spoil fresh oranges, Jalinski explains how these factors can similarly erode your financial stability without warning. Jalinski introduces "macro money management" as a strategy to combat these risks. This approach emphasizes viewing financial planning through a wider lens, taking into account the dynamic and unpredictable nature of financial markets and personal circumstances. He explains the use of a game board and rule book, managed by a "macro manager," to create a financial strategy that operates more like an orchestra than a solo act, ensuring all parts work in harmony. Josh underscores the importance of collaboration among various financial specialists—tax, legal, and investment advisors—to craft a robust and cohesive financial plan that may withstand both expected and unexpected challenges. 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! What hidden forces are silently chipping away at your financial health? In this episode, Josh delves into the silent destroyers of wealth such as inflation, taxation, market fluctuations, and unpredictable life events. Using the vivid analogy of how mold can spoil fresh oranges, Jalinski explains how these factors can similarly erode your financial stability without warning.

Jalinski introduces "macro money management" as a strategy to combat these risks. This approach emphasizes viewing financial planning through a wider lens, taking into account the dynamic and unpredictable nature of financial markets and personal circumstances. He explains the use of a game board and rule book, managed by a "macro manager," to create a financial strategy that operates more like an orchestra than a solo act, ensuring all parts work in harmony. Josh underscores the importance of collaboration among various financial specialists—tax, legal, and investment advisors—to craft a robust and cohesive financial plan that may withstand both expected and unexpected challenges.


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!

]]> 1641 no Is World War III on the Horizon? Economic Warning Signs w/ Gerald Celente Is World War III already unfolding in the economic arena? In this episode of The Financial Quarterback, Josh Jalinski speaks with Gerald Celente, founder of the Trends Research Institute, to explore the economic undercurrents that suggest a global conflict has begun, not with arms but with financial instruments. Celente discusses the intersection of rising digital currency adoption, the shift toward a cashless society, and the brewing storm in commercial real estate that could lead to a significant banking crisis. They delve into the potential repercussions of these shifts, including a possible stock market crash driven by commercial real estate failures. Celente emphasizes the strategic roles of gold and Bitcoin as crucial safe havens during such economic turbulence. The conversation also touches on broader societal issues, highlighting the need for a renewed focus on spirituality and meaningful purpose as antidotes to the turmoil. 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! Mon, 15 Apr 2024 06:50:00 -0000 full Josh Jalinski Is World War III already unfolding in the economic arena? In this episode of The Financial Quarterback, Josh Jalinski speaks with Gerald Celente, founder of the Trends Research Institute, to explore the economic undercurrents that suggest a global conflict has begun, not with arms but with financial instruments. Celente discusses the intersection of rising digital currency adoption, the shift toward a cashless society, and the brewing storm in commercial real estate that could lead to a significant banking crisis. They delve into the potential repercussions of these shifts, including a possible stock market crash driven by commercial real estate failures. Celente emphasizes the strategic roles of gold and Bitcoin as crucial safe havens during such economic turbulence. The conversation also touches on broader societal issues, highlighting the need for a renewed focus on spirituality and meaningful purpose as antidotes to the turmoil. 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! Is World War III already unfolding in the economic arena? In this episode of The Financial Quarterback, Josh Jalinski speaks with Gerald Celente, founder of the Trends Research Institute, to explore the economic undercurrents that suggest a global conflict has begun, not with arms but with financial instruments. Celente discusses the intersection of rising digital currency adoption, the shift toward a cashless society, and the brewing storm in commercial real estate that could lead to a significant banking crisis.

They delve into the potential repercussions of these shifts, including a possible stock market crash driven by commercial real estate failures. Celente emphasizes the strategic roles of gold and Bitcoin as crucial safe havens during such economic turbulence. The conversation also touches on broader societal issues, highlighting the need for a renewed focus on spirituality and meaningful purpose as antidotes to the turmoil.


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!

]]> 3475 no [LIVE RADIO SHOW] Unemployment, Long-Term Care, and Market Trends + Listener Q&A! Air date: 04-06-2024 What does the shifting landscape of unemployment rates, long-term care insurance, and market trends mean for your financial future? In this live edition of The Financial Quarterback, Josh tackles these topics head-on, alongside discussions on the retirement crisis, DEI funds, and the buzz around Tesla's potential robo-taxi release. Listeners call in with their pressing financial questions, from stocks and bonds to annuities and mutual funds. Key discussions include the current 3.8% unemployment rate signaling job market health, challenges in acquiring long-term care insurance for those with pre-existing conditions, and the scrutiny DEI funds face over potential political biases. Josh offers insights into preparing for retirement, the benefits of Roth IRA, and strategies for early and informed financial planning. The episode also dives into practical advice on planning for long-term care, weighing the options between self-insuring, traditional insurance, and innovative products like annuities or life insurance with long-term care riders. Amidst a broad range of financial questions, callers bring personal concerns to the forefront, from managing dementia care costs to navigating the complexities of estate planning and trusts. 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! Fri, 12 Apr 2024 06:50:00 -0000 full Josh Jalinski Air date: 04-06-2024 What does the shifting landscape of unemployment rates, long-term care insurance, and market trends mean for your financial future? In this live edition of The Financial Quarterback, Josh tackles these topics head-on, alongside discussions on the retirement crisis, DEI funds, and the buzz around Tesla's potential robo-taxi release. Listeners call in with their pressing financial questions, from stocks and bonds to annuities and mutual funds. Key discussions include the current 3.8% unemployment rate signaling job market health, challenges in acquiring long-term care insurance for those with pre-existing conditions, and the scrutiny DEI funds face over potential political biases. Josh offers insights into preparing for retirement, the benefits of Roth IRA, and strategies for early and informed financial planning. The episode also dives into practical advice on planning for long-term care, weighing the options between self-insuring, traditional insurance, and innovative products like annuities or life insurance with long-term care riders. Amidst a broad range of financial questions, callers bring personal concerns to the forefront, from managing dementia care costs to navigating the complexities of estate planning and trusts. 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! Air date: 04-06-2024


What does the shifting landscape of unemployment rates, long-term care insurance, and market trends mean for your financial future? In this live edition of The Financial Quarterback, Josh tackles these topics head-on, alongside discussions on the retirement crisis, DEI funds, and the buzz around Tesla's potential robo-taxi release. Listeners call in with their pressing financial questions, from stocks and bonds to annuities and mutual funds.


Key discussions include the current 3.8% unemployment rate signaling job market health, challenges in acquiring long-term care insurance for those with pre-existing conditions, and the scrutiny DEI funds face over potential political biases. Josh offers insights into preparing for retirement, the benefits of Roth IRA, and strategies for early and informed financial planning.


The episode also dives into practical advice on planning for long-term care, weighing the options between self-insuring, traditional insurance, and innovative products like annuities or life insurance with long-term care riders. Amidst a broad range of financial questions, callers bring personal concerns to the forefront, from managing dementia care costs to navigating the complexities of estate planning and trusts.


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!


]]> 6338 no Ep 10 - The Rules of the Financial Game (PART 2) How can you elevate your financial game to the next level? Join Josh as he tackles the remaining rules 6-9 of the financial game, focusing on advanced strategies for wealth accumulation and management. This episode covers the importance of being both a lender and an owner, the value of hard assets, and the necessity of maintaining balance and regular monitoring of your financial plan. Josh dives deep into the concept of "good debt" versus "bad debt," explaining how properly structured debt can serve as a powerful tool for building wealth, while also cautioning against the pitfalls of high-interest liabilities. He wraps up with a comprehensive review of the nine rules of wealth, providing listeners with a roadmap to financial success that includes diversification, strategic tax planning, and leveraging multiple streams of income. In extra points, Josh shines a spotlight on the phenomenon of high-income earners living paycheck to paycheck, breaking down the factors that contribute to this paradox and offering advice for breaking the cycle. Josh shares insights on the impact of living in high-cost areas and the importance of frugality and mindful spending as keys to achieving financial freedom. 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! Wed, 10 Apr 2024 06:50:00 -0000 full Josh Jalinski How can you elevate your financial game to the next level? Join Josh as he tackles the remaining rules 6-9 of the financial game, focusing on advanced strategies for wealth accumulation and management. This episode covers the importance of being both a lender and an owner, the value of hard assets, and the necessity of maintaining balance and regular monitoring of your financial plan. Josh dives deep into the concept of "good debt" versus "bad debt," explaining how properly structured debt can serve as a powerful tool for building wealth, while also cautioning against the pitfalls of high-interest liabilities. He wraps up with a comprehensive review of the nine rules of wealth, providing listeners with a roadmap to financial success that includes diversification, strategic tax planning, and leveraging multiple streams of income. In extra points, Josh shines a spotlight on the phenomenon of high-income earners living paycheck to paycheck, breaking down the factors that contribute to this paradox and offering advice for breaking the cycle. Josh shares insights on the impact of living in high-cost areas and the importance of frugality and mindful spending as keys to achieving financial freedom. 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! How can you elevate your financial game to the next level? Join Josh as he tackles the remaining rules 6-9 of the financial game, focusing on advanced strategies for wealth accumulation and management. This episode covers the importance of being both a lender and an owner, the value of hard assets, and the necessity of maintaining balance and regular monitoring of your financial plan.


Josh dives deep into the concept of "good debt" versus "bad debt," explaining how properly structured debt can serve as a powerful tool for building wealth, while also cautioning against the pitfalls of high-interest liabilities. He wraps up with a comprehensive review of the nine rules of wealth, providing listeners with a roadmap to financial success that includes diversification, strategic tax planning, and leveraging multiple streams of income.


In extra points, Josh shines a spotlight on the phenomenon of high-income earners living paycheck to paycheck, breaking down the factors that contribute to this paradox and offering advice for breaking the cycle. Josh shares insights on the impact of living in high-cost areas and the importance of frugality and mindful spending as keys to achieving financial freedom.


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!



]]> 1766 no Crushing Debt & Retiring Early w/ Dalene Higgins In this episode, Josh sits down with Dalene Higgins, a financial coach for Gen Xers and the host of the Wealth After 40 podcast. With a background in accounting and 32 years of experience in law enforcement, Dalene retired at the age of 50 and now helps others in their financial journey. She is passionate about helping Gen Xers ditch debt, save for retirement, and make their dreams a reality. Josh and Dalene uncover a range of topics, including the challenges and strategies specific to Gen Xers in financial planning, such as the debt snowball and avalanche methods for debt repayment, creating a simple yet effective budget, and the considerations involved in balancing mortgage payments with retirement savings. They also explore the practical aspects of financial wellness, including managing cash flow with a three-bucket system, the importance of aligning spending with values, and methods for finding extra money in the budget. Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! Mon, 08 Apr 2024 06:50:00 -0000 full Josh Jalinski In this episode, Josh sits down with Dalene Higgins, a financial coach for Gen Xers and the host of the Wealth After 40 podcast. With a background in accounting and 32 years of experience in law enforcement, Dalene retired at the age of 50 and now helps others in their financial journey. She is passionate about helping Gen Xers ditch debt, save for retirement, and make their dreams a reality. Josh and Dalene uncover a range of topics, including the challenges and strategies specific to Gen Xers in financial planning, such as the debt snowball and avalanche methods for debt repayment, creating a simple yet effective budget, and the considerations involved in balancing mortgage payments with retirement savings. They also explore the practical aspects of financial wellness, including managing cash flow with a three-bucket system, the importance of aligning spending with values, and methods for finding extra money in the budget. Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! In this episode, Josh sits down with Dalene Higgins, a financial coach for Gen Xers and the host of the Wealth After 40 podcast. With a background in accounting and 32 years of experience in law enforcement, Dalene retired at the age of 50 and now helps others in their financial journey. She is passionate about helping Gen Xers ditch debt, save for retirement, and make their dreams a reality.

Josh and Dalene uncover a range of topics, including the challenges and strategies specific to Gen Xers in financial planning, such as the debt snowball and avalanche methods for debt repayment, creating a simple yet effective budget, and the considerations involved in balancing mortgage payments with retirement savings. They also explore the practical aspects of financial wellness, including managing cash flow with a three-bucket system, the importance of aligning spending with values, and methods for finding extra money in the budget.


Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game!

]]> 3272 Ep 9 - The Rules of the Financial Game (PART 1) 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 next week for Part 2, where Josh Jalinski will reveal the final four rules of the game. 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! Wed, 03 Apr 2024 06:50:00 -0000 full Josh Jalinski 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 next week for Part 2, where Josh Jalinski will reveal the final four rules of the game. 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! 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 next week for Part 2, where Josh Jalinski will reveal the final four rules of the game.


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!




]]> 1863 no The Science of Happiness in Retirement w/ Kathe Kline In this episode, Josh interviews Kathe Kline, the host of the podcast "Rock Your Retirement." Kathe shares her origin story and how she transitioned from financial advisor to podcast host. She discusses the importance of planning for retirement beyond just finances and highlights the need to address aspects such as health, purpose, and relationships. The two discuss Medicare and the challenges retirees face in understanding and choosing the right coverage. Kathe emphasizes the significance of finding one's purpose in retirement and the benefits of volunteering and building social connections. The episode finishes off with a discussion on the impact of spirituality and the role it plays in retirement happiness. Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! Mon, 01 Apr 2024 06:50:00 -0000 full Josh Jalinski In this episode, Josh interviews Kathe Kline, the host of the podcast "Rock Your Retirement." Kathe shares her origin story and how she transitioned from financial advisor to podcast host. She discusses the importance of planning for retirement beyond just finances and highlights the need to address aspects such as health, purpose, and relationships. The two discuss Medicare and the challenges retirees face in understanding and choosing the right coverage. Kathe emphasizes the significance of finding one's purpose in retirement and the benefits of volunteering and building social connections. The episode finishes off with a discussion on the impact of spirituality and the role it plays in retirement happiness. Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! In this episode, Josh interviews Kathe Kline, the host of the podcast "Rock Your Retirement." Kathe shares her origin story and how she transitioned from financial advisor to podcast host. She discusses the importance of planning for retirement beyond just finances and highlights the need to address aspects such as health, purpose, and relationships. The two discuss Medicare and the challenges retirees face in understanding and choosing the right coverage. Kathe emphasizes the significance of finding one's purpose in retirement and the benefits of volunteering and building social connections. The episode finishes off with a discussion on the impact of spirituality and the role it plays in retirement happiness.


Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game!

]]> 3574 no Ep 8 - Can You Trust Social Security for Your Retirement? Is Social Security setting us up for retirement success or failure? Josh looks in to this by challenging Dave Ramsey's recent criticism of Social Security as an "epic failure." He discusses the pros and cons of taking Social Security benefits at age 62 and investing them instead. Josh emphasizes the importance of personalized financial advice and optimizing Social Security based on individual circumstances. Then, Josh brings on his production team, aka "The Island of Misfit Toys," to share their Easter and Passover traditions. For more information on Social Security benefits, check out https://maximizemysocialsecurity.com/ Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! Wed, 27 Mar 2024 06:50:00 -0000 full Josh Jalinski Is Social Security setting us up for retirement success or failure? Josh looks in to this by challenging Dave Ramsey's recent criticism of Social Security as an "epic failure." He discusses the pros and cons of taking Social Security benefits at age 62 and investing them instead. Josh emphasizes the importance of personalized financial advice and optimizing Social Security based on individual circumstances. Then, Josh brings on his production team, aka "The Island of Misfit Toys," to share their Easter and Passover traditions. For more information on Social Security benefits, check out https://maximizemysocialsecurity.com/ Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! Is Social Security setting us up for retirement success or failure? Josh looks in to this by challenging Dave Ramsey's recent criticism of Social Security as an "epic failure." He discusses the pros and cons of taking Social Security benefits at age 62 and investing them instead. Josh emphasizes the importance of personalized financial advice and optimizing Social Security based on individual circumstances. Then, Josh brings on his production team, aka "The Island of Misfit Toys," to share their Easter and Passover traditions.


For more information on Social Security benefits, check out https://maximizemysocialsecurity.com/


Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game!

]]> 1538 The Future of Gold, Uranium, and Your Wealth w/ Lobo Tiggre In this episode, Josh sits down with Lobo Tiggre, a seasoned financial advisor and expert in the resource sector, to dissect the current state of the stock market, the impact of government policies on investors, and the looming risks of inflation. Lobo sheds light on the gold and uranium markets, outlining both the opportunities and challenges that lie ahead for investors. He also delves into the concept of a hard landing and its potential repercussions on the economy. Don't miss out on this insightful episode packed with expert advice for weathering the financial storm. Subscribe to the Financial Quarterback podcast for more invaluable insights and strategies from leading financial experts. Mon, 25 Mar 2024 06:50:00 -0000 full Josh Jalinski In this episode, Josh sits down with Lobo Tiggre, a seasoned financial advisor and expert in the resource sector, to dissect the current state of the stock market, the impact of government policies on investors, and the looming risks of inflation. Lobo sheds light on the gold and uranium markets, outlining both the opportunities and challenges that lie ahead for investors. He also delves into the concept of a hard landing and its potential repercussions on the economy. Don't miss out on this insightful episode packed with expert advice for weathering the financial storm. Subscribe to the Financial Quarterback podcast for more invaluable insights and strategies from leading financial experts. In this episode, Josh sits down with Lobo Tiggre, a seasoned financial advisor and expert in the resource sector, to dissect the current state of the stock market, the impact of government policies on investors, and the looming risks of inflation. Lobo sheds light on the gold and uranium markets, outlining both the opportunities and challenges that lie ahead for investors. He also delves into the concept of a hard landing and its potential repercussions on the economy.


Don't miss out on this insightful episode packed with expert advice for weathering the financial storm. Subscribe to the Financial Quarterback podcast for more invaluable insights and strategies from leading financial experts.

]]> 4140 no Ep 7 - What if the Government Abolished Your 401K? What impact could abolishing your 401K have on your retirement savings? Josh takes a look at the contentious debate over 401K plans and their future in retirement planning. He delves into a controversial proposal suggesting the elimination of tax advantages for 401K plans to enhance Social Security funding by economist Alicia Munnell and Andrew Biggs, a senior fellow at the American Enterprise Institute. With a critical eye, he explores the implications of such changes on middle-class savers and dissects their presented arguments. Then, Josh shines a light on the inflation of cereal prices, offering insights into consumer behavior and market trends in the face of rising costs. For a deeper dive into the discussion on 401K plans and Social Security, check out this article: The Case Against 401K and IRA Retirement Tax Breaks. Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! Wed, 20 Mar 2024 06:50:00 -0000 full Josh Jalinski What impact could abolishing your 401K have on your retirement savings? Josh takes a look at the contentious debate over 401K plans and their future in retirement planning. He delves into a controversial proposal suggesting the elimination of tax advantages for 401K plans to enhance Social Security funding by economist Alicia Munnell and Andrew Biggs, a senior fellow at the American Enterprise Institute. With a critical eye, he explores the implications of such changes on middle-class savers and dissects their presented arguments. Then, Josh shines a light on the inflation of cereal prices, offering insights into consumer behavior and market trends in the face of rising costs. For a deeper dive into the discussion on 401K plans and Social Security, check out this article: The Case Against 401K and IRA Retirement Tax Breaks. Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! What impact could abolishing your 401K have on your retirement savings? Josh takes a look at the contentious debate over 401K plans and their future in retirement planning. He delves into a controversial proposal suggesting the elimination of tax advantages for 401K plans to enhance Social Security funding by economist Alicia Munnell and Andrew Biggs, a senior fellow at the American Enterprise Institute. With a critical eye, he explores the implications of such changes on middle-class savers and dissects their presented arguments. Then, Josh shines a light on the inflation of cereal prices, offering insights into consumer behavior and market trends in the face of rising costs.


For a deeper dive into the discussion on 401K plans and Social Security, check out this article: The Case Against 401K and IRA Retirement Tax Breaks.


Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game!

]]> 1541 no Investments for the Rest of Us w/ David Stein In this episode, Josh interviews David Stein, the founder and host of the podcast Money for the Rest of Us. They discuss David's background in institutional investment management and his transition to podcasting and educating individual investors. They delve into the concept of benchmarking and how it differs between institutional and individual investors. They also explore the current state of the podcasting industry and the challenges of running a successful podcast. David shares his insights on investing themes, including the importance of understanding benchmarking, the drivers of excess return, and the potential risks of overexposure to certain stocks. They also touch on the rise of ESG investing and the benefits of dividend-paying stocks and annuities. To learn more about David's work and join the Money for the Rest of Us community, visit moneyfortherestofus.com. Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! Mon, 18 Mar 2024 06:50:00 -0000 full Josh Jalinski In this episode, Josh interviews David Stein, the founder and host of the podcast Money for the Rest of Us. They discuss David's background in institutional investment management and his transition to podcasting and educating individual investors. They delve into the concept of benchmarking and how it differs between institutional and individual investors. They also explore the current state of the podcasting industry and the challenges of running a successful podcast. David shares his insights on investing themes, including the importance of understanding benchmarking, the drivers of excess return, and the potential risks of overexposure to certain stocks. They also touch on the rise of ESG investing and the benefits of dividend-paying stocks and annuities. To learn more about David's work and join the Money for the Rest of Us community, visit moneyfortherestofus.com. Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! In this episode, Josh interviews David Stein, the founder and host of the podcast Money for the Rest of Us. They discuss David's background in institutional investment management and his transition to podcasting and educating individual investors. They delve into the concept of benchmarking and how it differs between institutional and individual investors. They also explore the current state of the podcasting industry and the challenges of running a successful podcast. David shares his insights on investing themes, including the importance of understanding benchmarking, the drivers of excess return, and the potential risks of overexposure to certain stocks. They also touch on the rise of ESG investing and the benefits of dividend-paying stocks and annuities.


To learn more about David's work and join the Money for the Rest of Us community, visit moneyfortherestofus.com.


Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game!

]]> 3629 no [LIVE RADIO SHOW] Billionaire Land Grabs + Listener Q&A! Air date: 03-09-2024 On this live call-in episode of The Financial Quarterback, Josh dives into the trend of billionaires like Mark Benioff and Mark Zuckerberg acquiring vast lands in Hawaii and their implications on local communities and housing affordability. He juxtaposes these acquisitions with their recent stock sales, sparking speculation about their foresight into economic downturns. Josh also explains immediate annuities, offering insights into their role in retirement planning and the considerations for starting an automatic withdrawal program. Josh also fields multiple live callers, discussing a range of topics from Elon Musk's Twitter rebrand to NVIDIA's stock performance and the broader economic signals these actions may send. Listeners contribute with personal anecdotes and questions, touching on tax experiences in New York, conspiracy theories in Hawaii, and the intricacies of changing trust arrangements. Josh navigates these discussions with expert advice on retirement planning, emphasizing the importance of understanding immediate annuities, the strategic use of trusts, and the value of diversification in investment. Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! Fri, 15 Mar 2024 06:50:00 -0000 full Josh Jalinski Air date: 03-09-2024 On this live call-in episode of The Financial Quarterback, Josh dives into the trend of billionaires like Mark Benioff and Mark Zuckerberg acquiring vast lands in Hawaii and their implications on local communities and housing affordability. He juxtaposes these acquisitions with their recent stock sales, sparking speculation about their foresight into economic downturns. Josh also explains immediate annuities, offering insights into their role in retirement planning and the considerations for starting an automatic withdrawal program. Josh also fields multiple live callers, discussing a range of topics from Elon Musk's Twitter rebrand to NVIDIA's stock performance and the broader economic signals these actions may send. Listeners contribute with personal anecdotes and questions, touching on tax experiences in New York, conspiracy theories in Hawaii, and the intricacies of changing trust arrangements. Josh navigates these discussions with expert advice on retirement planning, emphasizing the importance of understanding immediate annuities, the strategic use of trusts, and the value of diversification in investment. Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! Air date: 03-09-2024


On this live call-in episode of The Financial Quarterback, Josh dives into the trend of billionaires like Mark Benioff and Mark Zuckerberg acquiring vast lands in Hawaii and their implications on local communities and housing affordability. He juxtaposes these acquisitions with their recent stock sales, sparking speculation about their foresight into economic downturns.

Josh also explains immediate annuities, offering insights into their role in retirement planning and the considerations for starting an automatic withdrawal program. Josh also fields multiple live callers, discussing a range of topics from Elon Musk's Twitter rebrand to NVIDIA's stock performance and the broader economic signals these actions may send.

Listeners contribute with personal anecdotes and questions, touching on tax experiences in New York, conspiracy theories in Hawaii, and the intricacies of changing trust arrangements. Josh navigates these discussions with expert advice on retirement planning, emphasizing the importance of understanding immediate annuities, the strategic use of trusts, and the value of diversification in investment.


Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game!

]]> 6455 no The Power of Cash Flow in Retirement Planning w/ Jason Parker Air date: 03/09/2024 Is your retirement playbook ready for the long game? In this episode, Josh sits down with Jason Parker, the financial advisor and podcast host behind the innovative Sound Retirement Planning. Together, they tackle the essentials of retirement planning, emphasizing cash flow management and the significance of guaranteed income for a comfortable retirement. Jason introduces his Retirement Budget Calculator, designed to help individuals estimate retirement expenses and gain financial clarity. They explore the power of diversifying investments across time segments to combat market volatility and secure a steady income stream throughout retirement. Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! Mon, 11 Mar 2024 06:50:00 -0000 full Josh Jalinski Air date: 03/09/2024 Is your retirement playbook ready for the long game? In this episode, Josh sits down with Jason Parker, the financial advisor and podcast host behind the innovative Sound Retirement Planning. Together, they tackle the essentials of retirement planning, emphasizing cash flow management and the significance of guaranteed income for a comfortable retirement. Jason introduces his Retirement Budget Calculator, designed to help individuals estimate retirement expenses and gain financial clarity. They explore the power of diversifying investments across time segments to combat market volatility and secure a steady income stream throughout retirement. Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! Air date: 03/09/2024


Is your retirement playbook ready for the long game? In this episode, Josh sits down with Jason Parker, the financial advisor and podcast host behind the innovative Sound Retirement Planning. Together, they tackle the essentials of retirement planning, emphasizing cash flow management and the significance of guaranteed income for a comfortable retirement. Jason introduces his Retirement Budget Calculator, designed to help individuals estimate retirement expenses and gain financial clarity. They explore the power of diversifying investments across time segments to combat market volatility and secure a steady income stream throughout retirement.


Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game!

]]> 3688 no 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. Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! Wed, 06 Mar 2024 07:50:00 -0000 full Josh Jalinski "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. Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! "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.


Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game!

]]> 1464 Financial Wellness Strategies w/ Bobbi Rebell Airdate: 03/02/2024 In this episode, Josh interviews Bobbi Rebell, the founder and CEO of Financial Wellness Strategies. They discuss the importance of financial wellness in the workplace and the challenges employees face when it comes to managing their finances. Bobbi shares her insights on the current state of financial wellness programs and the need for more personalized and interactive approaches. They also touch on the role of peer support and the impact of socioeconomic factors on financial wellness. The conversation concludes with a discussion on the benefits of long-form media and the importance of addressing misinformation in the financial industry. Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! Mon, 04 Mar 2024 07:50:00 -0000 full Josh Jalinski Airdate: 03/02/2024 In this episode, Josh interviews Bobbi Rebell, the founder and CEO of Financial Wellness Strategies. They discuss the importance of financial wellness in the workplace and the challenges employees face when it comes to managing their finances. Bobbi shares her insights on the current state of financial wellness programs and the need for more personalized and interactive approaches. They also touch on the role of peer support and the impact of socioeconomic factors on financial wellness. The conversation concludes with a discussion on the benefits of long-form media and the importance of addressing misinformation in the financial industry. Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! Airdate: 03/02/2024

In this episode, Josh interviews Bobbi Rebell, the founder and CEO of Financial Wellness Strategies. They discuss the importance of financial wellness in the workplace and the challenges employees face when it comes to managing their finances. Bobbi shares her insights on the current state of financial wellness programs and the need for more personalized and interactive approaches. They also touch on the role of peer support and the impact of socioeconomic factors on financial wellness. The conversation concludes with a discussion on the benefits of long-form media and the importance of addressing misinformation in the financial industry.


Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game!

]]> 3330 no Ep 4 - Defense Wins Championships: Building Your Financial Quarterback Defense They say the best offense is a good defense—what's your financial defense strategy? In this episode, Josh channels the defensive prowess of the legendary Baltimore Ravens to bolster your financial strategy. Josh dives into his 27-point game plan aimed at protecting your wealth, highlighting the necessity of thorough insurance coverage, the value of long-term disability insurance, and the fortress-like security provided by trusts. He also navigates the lease versus buy car debate, advocating for asset ownership as a cornerstone of financial stability. Prepare to fortify your financial defense to withstand any economic challenge. And keep an eye out for our next episode, where we'll explore offensive tactics to grow your wealth. Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! Wed, 28 Feb 2024 07:40:00 -0000 full Josh Jalinski They say the best offense is a good defense—what's your financial defense strategy? In this episode, Josh channels the defensive prowess of the legendary Baltimore Ravens to bolster your financial strategy. Josh dives into his 27-point game plan aimed at protecting your wealth, highlighting the necessity of thorough insurance coverage, the value of long-term disability insurance, and the fortress-like security provided by trusts. He also navigates the lease versus buy car debate, advocating for asset ownership as a cornerstone of financial stability. Prepare to fortify your financial defense to withstand any economic challenge. And keep an eye out for our next episode, where we'll explore offensive tactics to grow your wealth. Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! They say the best offense is a good defense—what's your financial defense strategy? In this episode, Josh channels the defensive prowess of the legendary Baltimore Ravens to bolster your financial strategy. Josh dives into his 27-point game plan aimed at protecting your wealth, highlighting the necessity of thorough insurance coverage, the value of long-term disability insurance, and the fortress-like security provided by trusts. He also navigates the lease versus buy car debate, advocating for asset ownership as a cornerstone of financial stability. Prepare to fortify your financial defense to withstand any economic challenge. And keep an eye out for our next episode, where we'll explore offensive tactics to grow your wealth.


Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game!

]]> 1644 no Tax Relief Tactics with Dan Pilla: Keep More Cash Airdate: 02/24/2024 In this episode, Josh sits down with Dan Pilla, a tax litigation specialist, to discuss the employee retention credit (ERC) and recent tax law changes. They cover the challenges of claiming the ERC, the IRS's crackdown on incorrect claims, and the importance of accurately assessing eligibility. The conversation also touches on the Corporate Transparency Act and its implications for small business owners, offering tips on how to save on taxes and deal with tax delinquency. Dan provides insights into strategic tax planning for 2023, emphasizing the benefits of retirement plan contributions and the pitfalls of overpaying taxes through W2 withholdings. They explore the IRS's offer and compromise program as a solution for tax delinquency, highlighting the potential for negotiating settlements based on financial hardship and the possibility of appealing IRS decisions for more favorable outcomes. Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! Mon, 26 Feb 2024 07:40:00 -0000 full Josh Jalinski Airdate: 02/24/2024 In this episode, Josh sits down with Dan Pilla, a tax litigation specialist, to discuss the employee retention credit (ERC) and recent tax law changes. They cover the challenges of claiming the ERC, the IRS's crackdown on incorrect claims, and the importance of accurately assessing eligibility. The conversation also touches on the Corporate Transparency Act and its implications for small business owners, offering tips on how to save on taxes and deal with tax delinquency. Dan provides insights into strategic tax planning for 2023, emphasizing the benefits of retirement plan contributions and the pitfalls of overpaying taxes through W2 withholdings. They explore the IRS's offer and compromise program as a solution for tax delinquency, highlighting the potential for negotiating settlements based on financial hardship and the possibility of appealing IRS decisions for more favorable outcomes. Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! Airdate: 02/24/2024

In this episode, Josh sits down with Dan Pilla, a tax litigation specialist, to discuss the employee retention credit (ERC) and recent tax law changes. They cover the challenges of claiming the ERC, the IRS's crackdown on incorrect claims, and the importance of accurately assessing eligibility. The conversation also touches on the Corporate Transparency Act and its implications for small business owners, offering tips on how to save on taxes and deal with tax delinquency.

Dan provides insights into strategic tax planning for 2023, emphasizing the benefits of retirement plan contributions and the pitfalls of overpaying taxes through W2 withholdings. They explore the IRS's offer and compromise program as a solution for tax delinquency, highlighting the potential for negotiating settlements based on financial hardship and the possibility of appealing IRS decisions for more favorable outcomes.


Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game!

]]> 2956 no Ep 3 - Shocking Economic Indicators From A Local Business Could a local restaurant's downturn be the canary in the economic coal mine? Josh tackles this question head-on. Sparked by a conversation with Peter, a local restaurant owner who's seen a shocking 30% drop in business, Josh delves into what this could mean for the broader economy and how individuals can brace for potential financial turbulence. Later in the episode, Josh challenges conventional wisdom on gifting savings bonds, advocating for more financially savvy alternatives to secure your children's future. It's an episode filled with insights that promise not just to inform but to transform your approach to personal finance. Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! Wed, 21 Feb 2024 07:40:00 -0000 full Josh Jalinski Could a local restaurant's downturn be the canary in the economic coal mine? Josh tackles this question head-on. Sparked by a conversation with Peter, a local restaurant owner who's seen a shocking 30% drop in business, Josh delves into what this could mean for the broader economy and how individuals can brace for potential financial turbulence. Later in the episode, Josh challenges conventional wisdom on gifting savings bonds, advocating for more financially savvy alternatives to secure your children's future. It's an episode filled with insights that promise not just to inform but to transform your approach to personal finance. Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! Could a local restaurant's downturn be the canary in the economic coal mine? Josh tackles this question head-on. Sparked by a conversation with Peter, a local restaurant owner who's seen a shocking 30% drop in business, Josh delves into what this could mean for the broader economy and how individuals can brace for potential financial turbulence.

Later in the episode, Josh challenges conventional wisdom on gifting savings bonds, advocating for more financially savvy alternatives to secure your children's future. It's an episode filled with insights that promise not just to inform but to transform your approach to personal finance.


Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game!

]]> 1266 Marketing Guru Jay Abraham Shares His Secrets to Risk-Free Business Growth Airdate: 02/12/2024 In this episode, Josh interviews Jay Abraham, a renowned business strategist, to delve into the insights of his new book, "Business Wealth Without Risk," co-authored with Roland Frasier. The conversation kicks off with a look at the evolving landscape of social platforms like Clubhouse and Twitter Spaces, setting the stage for a deep dive into the world of business acquisition and optimization. Jay Abraham, with his extensive background in maximizing business potential, shares the core strategies of acquiring existing businesses as a path to wealth, contrasting it with the high-risk nature of starting from scratch. The book's focus is on leveraging existing revenue systems and referral generation to boost profits, a tactic Abraham has mastered over his illustrious career. He and Roland Frasier advocate for unconventional strategies and creative partnerships that can significantly enhance a business's market reach and profitability. Abraham emphasizes the importance of understanding the multifaceted aspects of business growth, from the power of preemptive products/services to the art of exiting businesses profitably. He also touches upon the significance of referral systems in business expansion and the innovative concept of the Power Parthenon of Geometric Business Growth, which advocates for diversifying revenue sources and learning from various industries. Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! Mon, 19 Feb 2024 07:40:00 -0000 full Josh Jalinski Airdate: 02/12/2024 In this episode, Josh interviews Jay Abraham, a renowned business strategist, to delve into the insights of his new book, "Business Wealth Without Risk," co-authored with Roland Frasier. The conversation kicks off with a look at the evolving landscape of social platforms like Clubhouse and Twitter Spaces, setting the stage for a deep dive into the world of business acquisition and optimization. Jay Abraham, with his extensive background in maximizing business potential, shares the core strategies of acquiring existing businesses as a path to wealth, contrasting it with the high-risk nature of starting from scratch. The book's focus is on leveraging existing revenue systems and referral generation to boost profits, a tactic Abraham has mastered over his illustrious career. He and Roland Frasier advocate for unconventional strategies and creative partnerships that can significantly enhance a business's market reach and profitability. Abraham emphasizes the importance of understanding the multifaceted aspects of business growth, from the power of preemptive products/services to the art of exiting businesses profitably. He also touches upon the significance of referral systems in business expansion and the innovative concept of the Power Parthenon of Geometric Business Growth, which advocates for diversifying revenue sources and learning from various industries. Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! Airdate: 02/12/2024

In this episode, Josh interviews Jay Abraham, a renowned business strategist, to delve into the insights of his new book, "Business Wealth Without Risk," co-authored with Roland Frasier. The conversation kicks off with a look at the evolving landscape of social platforms like Clubhouse and Twitter Spaces, setting the stage for a deep dive into the world of business acquisition and optimization.

Jay Abraham, with his extensive background in maximizing business potential, shares the core strategies of acquiring existing businesses as a path to wealth, contrasting it with the high-risk nature of starting from scratch. The book's focus is on leveraging existing revenue systems and referral generation to boost profits, a tactic Abraham has mastered over his illustrious career. He and Roland Frasier advocate for unconventional strategies and creative partnerships that can significantly enhance a business's market reach and profitability.

Abraham emphasizes the importance of understanding the multifaceted aspects of business growth, from the power of preemptive products/services to the art of exiting businesses profitably. He also touches upon the significance of referral systems in business expansion and the innovative concept of the Power Parthenon of Geometric Business Growth, which advocates for diversifying revenue sources and learning from various industries.

Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game!

]]> 3497 Ep 2 - How to Clean Up Your Finances and Get Organized Discover the financial junk drawer mentality and how it can wreak havoc on your financial decisions. Josh explains why emotional decision-making can lead to disorganized and ineffective financial strategies. He introduces a structural model that incorporates principles, laws, and strategies to optimize your financial life. Plus, join the debate on whether it's better to buy an iPhone 15 or invest in Apple stock for long-term financial gain. Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! Wed, 14 Feb 2024 07:40:00 -0000 full Josh Jalinski Discover the financial junk drawer mentality and how it can wreak havoc on your financial decisions. Josh explains why emotional decision-making can lead to disorganized and ineffective financial strategies. He introduces a structural model that incorporates principles, laws, and strategies to optimize your financial life. Plus, join the debate on whether it's better to buy an iPhone 15 or invest in Apple stock for long-term financial gain. Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! Discover the financial junk drawer mentality and how it can wreak havoc on your financial decisions. Josh explains why emotional decision-making can lead to disorganized and ineffective financial strategies. He introduces a structural model that incorporates principles, laws, and strategies to optimize your financial life. Plus, join the debate on whether it's better to buy an iPhone 15 or invest in Apple stock for long-term financial gain.


Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game!

]]> 1866 no Dr. David Ranson's 2024 Financial Forecast: Oil, Gold, and Inflation Airdate: 02/10/2024 In this episode, Josh sits down with Dr. David Ranson, the renowned Chief Economist at HCWE, to dissect the dynamics of monetary policy, inflation, and the nuanced relationship between the money supply and economic growth. Contrary to traditional monetarist views, Dr. Ranson posits that inflation and economic vitality are not solely dictated by the quantity of money. He highlights the significant role of energy prices, especially oil, in shaping inflation trends and discusses the potential inflationary spike should oil prices stabilize at their natural levels. The conversation delves into the Federal Reserve's limited influence over long-term interest rates, the enduring stability of the gold-to-price level ratio, and the implications of these factors for future economic conditions. Dr. Ranson and Josh also explore the impact of negative net national savings on capital investment and growth, offering a critical examination of fiscal and monetary policies' effectiveness in navigating these challenges. Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! Mon, 12 Feb 2024 07:40:00 -0000 full Josh Jalinski Airdate: 02/10/2024 In this episode, Josh sits down with Dr. David Ranson, the renowned Chief Economist at HCWE, to dissect the dynamics of monetary policy, inflation, and the nuanced relationship between the money supply and economic growth. Contrary to traditional monetarist views, Dr. Ranson posits that inflation and economic vitality are not solely dictated by the quantity of money. He highlights the significant role of energy prices, especially oil, in shaping inflation trends and discusses the potential inflationary spike should oil prices stabilize at their natural levels. The conversation delves into the Federal Reserve's limited influence over long-term interest rates, the enduring stability of the gold-to-price level ratio, and the implications of these factors for future economic conditions. Dr. Ranson and Josh also explore the impact of negative net national savings on capital investment and growth, offering a critical examination of fiscal and monetary policies' effectiveness in navigating these challenges. Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! Airdate: 02/10/2024

In this episode, Josh sits down with Dr. David Ranson, the renowned Chief Economist at HCWE, to dissect the dynamics of monetary policy, inflation, and the nuanced relationship between the money supply and economic growth. Contrary to traditional monetarist views, Dr. Ranson posits that inflation and economic vitality are not solely dictated by the quantity of money. He highlights the significant role of energy prices, especially oil, in shaping inflation trends and discusses the potential inflationary spike should oil prices stabilize at their natural levels.

The conversation delves into the Federal Reserve's limited influence over long-term interest rates, the enduring stability of the gold-to-price level ratio, and the implications of these factors for future economic conditions. Dr. Ranson and Josh also explore the impact of negative net national savings on capital investment and growth, offering a critical examination of fiscal and monetary policies' effectiveness in navigating these challenges.

Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game!

]]> 3330 Lacy Hunt Breaks Down the 2024 Economic Forecast Airdate: 02/03/2023 In this episode, Josh sits down with economist Lacy Hunt to dissect the current global economy, zeroing in on consumer spending, housing, and commercial real estate. They dive into the impact of inflation, declining wages, and the troubling state of negative net national savings on the economy. Hunt shares insights on the expected downturn in consumer spending on big-ticket items in 2024, the looming challenges in the multifamily construction sector, and the oversupply crisis in commercial real estate. With a detailed analysis of labor market trends and the potential long-term effects of the federal budget deficit on economic growth, Hunt paints a stark picture of slow growth and deepening income inequality ahead. Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! Mon, 05 Feb 2024 07:40:00 -0000 full Josh Jalinski Airdate: 02/03/2023 In this episode, Josh sits down with economist Lacy Hunt to dissect the current global economy, zeroing in on consumer spending, housing, and commercial real estate. They dive into the impact of inflation, declining wages, and the troubling state of negative net national savings on the economy. Hunt shares insights on the expected downturn in consumer spending on big-ticket items in 2024, the looming challenges in the multifamily construction sector, and the oversupply crisis in commercial real estate. With a detailed analysis of labor market trends and the potential long-term effects of the federal budget deficit on economic growth, Hunt paints a stark picture of slow growth and deepening income inequality ahead. Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! Airdate: 02/03/2023

In this episode, Josh sits down with economist Lacy Hunt to dissect the current global economy, zeroing in on consumer spending, housing, and commercial real estate. They dive into the impact of inflation, declining wages, and the troubling state of negative net national savings on the economy. Hunt shares insights on the expected downturn in consumer spending on big-ticket items in 2024, the looming challenges in the multifamily construction sector, and the oversupply crisis in commercial real estate. With a detailed analysis of labor market trends and the potential long-term effects of the federal budget deficit on economic growth, Hunt paints a stark picture of slow growth and deepening income inequality ahead.

Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game!

]]> 3872 no Introducing: The Financial Quarterback Podcast Dive into "The Financial Quarterback® Podcast with Josh Jalinski," your new weekly playbook for mastering finance. Hosted by Josh Jalinski, the renowned voice behind WOR radio's "The Financial Quarterback®" show in New York, this podcast brings his Forbes-recognized expertise right to your ears. Every Wednesday, Josh unpacks the world of financial planning, covering everything from retirement strategies to estate planning, all tailored to help you navigate the complexities of today's financial landscape. But that's not all – the podcast comes alive with engaging guest conversations and a segment dedicated to your burning financial questions, making each episode a not-to-miss event. And for an extra dose of Josh's financial wisdom, swing by his YouTube channel at The Financial Quarterback®. Here, you'll find a treasure trove of video episodes and insightful content that complements the podcast. So, hit subscribe on Apple Podcasts, Spotify, or wherever you tune into podcasts, and get ready for the first episode dropping on February 7th. With "The Financial Quarterback® Podcast with Josh Jalinski," you're joining a journey towards financial enlightenment and success. Wed, 31 Jan 2024 07:50:00 -0000 trailer Josh Jalinski Dive into "The Financial Quarterback® Podcast with Josh Jalinski," your new weekly playbook for mastering finance. Hosted by Josh Jalinski, the renowned voice behind WOR radio's "The Financial Quarterback®" show in New York, this podcast brings his Forbes-recognized expertise right to your ears. Every Wednesday, Josh unpacks the world of financial planning, covering everything from retirement strategies to estate planning, all tailored to help you navigate the complexities of today's financial landscape. But that's not all – the podcast comes alive with engaging guest conversations and a segment dedicated to your burning financial questions, making each episode a not-to-miss event. And for an extra dose of Josh's financial wisdom, swing by his YouTube channel at The Financial Quarterback®. Here, you'll find a treasure trove of video episodes and insightful content that complements the podcast. So, hit subscribe on Apple Podcasts, Spotify, or wherever you tune into podcasts, and get ready for the first episode dropping on February 7th. With "The Financial Quarterback® Podcast with Josh Jalinski," you're joining a journey towards financial enlightenment and success. Dive into "The Financial Quarterback® Podcast with Josh Jalinski," your new weekly playbook for mastering finance. Hosted by Josh Jalinski, the renowned voice behind WOR radio's "The Financial Quarterback®" show in New York, this podcast brings his Forbes-recognized expertise right to your ears. Every Wednesday, Josh unpacks the world of financial planning, covering everything from retirement strategies to estate planning, all tailored to help you navigate the complexities of today's financial landscape.

But that's not all – the podcast comes alive with engaging guest conversations and a segment dedicated to your burning financial questions, making each episode a not-to-miss event. And for an extra dose of Josh's financial wisdom, swing by his YouTube channel at The Financial Quarterback®. Here, you'll find a treasure trove of video episodes and insightful content that complements the podcast. So, hit subscribe on Apple Podcasts, Spotify, or wherever you tune into podcasts, and get ready for the first episode dropping on February 7th. With "The Financial Quarterback® Podcast with Josh Jalinski," you're joining a journey towards financial enlightenment and success.

]]> 123 no Consumer Debt & Credit Strategies w/ LendingTree's Matt Schulz Airdate: 1/27/2024 In this episode, Josh interviews Matt Schulz, Chief Credit Analyst at LendingTree. They start by discussing the high levels of consumer debt and the impact of credit card interest rates. Matt emphasizes the importance of budgeting and emergency savings. The conversation shifts to strategies for managing debt in uncertain economic times. Matt shares insights on maximizing credit card rewards and the importance of using them wisely. They also touch on the challenges of credit card fraud protection and the limitations in disputing charges. Matt then highlights the need for personal finance education, especially for couples, and the role of technology in financial advice. The episode concludes with a discussion on inflation, market volatility, and diversifying investments. Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! Mon, 29 Jan 2024 07:40:00 -0000 full Josh Jalinski Airdate: 1/27/2024 In this episode, Josh interviews Matt Schulz, Chief Credit Analyst at LendingTree. They start by discussing the high levels of consumer debt and the impact of credit card interest rates. Matt emphasizes the importance of budgeting and emergency savings. The conversation shifts to strategies for managing debt in uncertain economic times. Matt shares insights on maximizing credit card rewards and the importance of using them wisely. They also touch on the challenges of credit card fraud protection and the limitations in disputing charges. Matt then highlights the need for personal finance education, especially for couples, and the role of technology in financial advice. The episode concludes with a discussion on inflation, market volatility, and diversifying investments. Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! Airdate: 1/27/2024

In this episode, Josh interviews Matt Schulz, Chief Credit Analyst at LendingTree. They start by discussing the high levels of consumer debt and the impact of credit card interest rates. Matt emphasizes the importance of budgeting and emergency savings. The conversation shifts to strategies for managing debt in uncertain economic times. Matt shares insights on maximizing credit card rewards and the importance of using them wisely. They also touch on the challenges of credit card fraud protection and the limitations in disputing charges.

Matt then highlights the need for personal finance education, especially for couples, and the role of technology in financial advice. The episode concludes with a discussion on inflation, market volatility, and diversifying investments.

Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game!

]]> 2961 no FROM THE ARCHIVES: Wade Pfau Helps You Maximize Your Retirement Mileage Original Air Date: 10-21-17 In this episode, Josh welcomed retirement researcher Wade Pfau to delve into his book, "How Much Can I Spend in Retirement? A Guide to Investment-Based Retirement Income Strategies." Pfau critiqued the traditional 4% rule as outdated due to the current low interest rates and market volatility, suggesting a more conservative 3% as a safer withdrawal rate. He underscored the importance of considering factors like longevity, lifestyle, legacy, and liquidity in retirement planning. Pfau and Jalinski discussed alternative strategies such as time segmentation, which involves creating a bond ladder for immediate expenses while investing the rest for the future. They also explored the role of annuities in providing a reliable income stream and protection against longevity risk. The episode highlighted the value financial advisors bring through behavioral coaching, tax-efficient strategies, and risk management, emphasizing that good financial advice can significantly enhance retirement income. Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! Thu, 25 Jan 2024 07:40:00 -0000 full Josh Jalinski Original Air Date: 10-21-17 In this episode, Josh welcomed retirement researcher Wade Pfau to delve into his book, "How Much Can I Spend in Retirement? A Guide to Investment-Based Retirement Income Strategies." Pfau critiqued the traditional 4% rule as outdated due to the current low interest rates and market volatility, suggesting a more conservative 3% as a safer withdrawal rate. He underscored the importance of considering factors like longevity, lifestyle, legacy, and liquidity in retirement planning. Pfau and Jalinski discussed alternative strategies such as time segmentation, which involves creating a bond ladder for immediate expenses while investing the rest for the future. They also explored the role of annuities in providing a reliable income stream and protection against longevity risk. The episode highlighted the value financial advisors bring through behavioral coaching, tax-efficient strategies, and risk management, emphasizing that good financial advice can significantly enhance retirement income. Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! Original Air Date: 10-21-17


In this episode, Josh welcomed retirement researcher Wade Pfau to delve into his book, "How Much Can I Spend in Retirement? A Guide to Investment-Based Retirement Income Strategies." Pfau critiqued the traditional 4% rule as outdated due to the current low interest rates and market volatility, suggesting a more conservative 3% as a safer withdrawal rate. He underscored the importance of considering factors like longevity, lifestyle, legacy, and liquidity in retirement planning.

Pfau and Jalinski discussed alternative strategies such as time segmentation, which involves creating a bond ladder for immediate expenses while investing the rest for the future. They also explored the role of annuities in providing a reliable income stream and protection against longevity risk. The episode highlighted the value financial advisors bring through behavioral coaching, tax-efficient strategies, and risk management, emphasizing that good financial advice can significantly enhance retirement income.


Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game!

]]> 3033 no Barry Dyke on Cryptos to Annuities Airdate: 1/20/2024 In this episode, Josh welcomes Barry Dyke to discuss the pitfalls of the stock market, mutual funds, and retirement plans. Dyke highlights the bankruptcy of companies like Eldridge Industries and NPC International, pointing out the devastating effects on employment and urging listeners to be cautious of where they invest. He warns of the risks in cryptocurrencies and SPACs, emphasizing the importance of education and working with trustworthy advisors to navigate these complex financial waters. Dyke advocates for life insurance policies and annuities as safer alternatives for retirement planning, contrasting them with the unreliable nature of Wall Street investments. He criticizes mutual funds for turning retirement plans into gambles and praises annuities for offering stability and guaranteed income, as supported by research from institutions like BlackRock. Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! Mon, 22 Jan 2024 07:40:00 -0000 full Josh Jalinski Airdate: 1/20/2024 In this episode, Josh welcomes Barry Dyke to discuss the pitfalls of the stock market, mutual funds, and retirement plans. Dyke highlights the bankruptcy of companies like Eldridge Industries and NPC International, pointing out the devastating effects on employment and urging listeners to be cautious of where they invest. He warns of the risks in cryptocurrencies and SPACs, emphasizing the importance of education and working with trustworthy advisors to navigate these complex financial waters. Dyke advocates for life insurance policies and annuities as safer alternatives for retirement planning, contrasting them with the unreliable nature of Wall Street investments. He criticizes mutual funds for turning retirement plans into gambles and praises annuities for offering stability and guaranteed income, as supported by research from institutions like BlackRock. Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! Airdate: 1/20/2024

In this episode, Josh welcomes Barry Dyke to discuss the pitfalls of the stock market, mutual funds, and retirement plans. Dyke highlights the bankruptcy of companies like Eldridge Industries and NPC International, pointing out the devastating effects on employment and urging listeners to be cautious of where they invest. He warns of the risks in cryptocurrencies and SPACs, emphasizing the importance of education and working with trustworthy advisors to navigate these complex financial waters.

Dyke advocates for life insurance policies and annuities as safer alternatives for retirement planning, contrasting them with the unreliable nature of Wall Street investments. He criticizes mutual funds for turning retirement plans into gambles and praises annuities for offering stability and guaranteed income, as supported by research from institutions like BlackRock.

Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game!

]]> 3202 Understanding Your Money Persona w/ Garrett Gunderson Airdate: 1/13/2024 In this episode, Josh welcomes Garrett Gunderson, financial coach and author of "Money Unmasked," to discuss his transition from financial advisor to financial educator and coach. Garrett shares insights from his journey, emphasizing the importance of understanding one's money persona to alleviate financial stress and improve money management. He introduces the concept of the Rockefeller method, detailing how it can be used to create and sustain generational wealth through strategies like building a family office and developing a family constitution. Garrett also delves into the economic value of certainty, the significance of cash flow in financial planning, and the success of his book "What Would the Rockefellers Do?" He discusses the differences between the Rockefeller and Vanderbilt families and the lessons learned in rewriting his book. The conversation shifts to the inspiration behind "Money Unmasked," where Garrett explains the four shadow personas and the winning side personas that influence our financial behavior. He highlights the importance of understanding these personas to reduce financial stress and make more informed decisions. The episode also covers Garrett's personal experiences with financial struggles and bankruptcy during the 2008 recession, his early success in real estate, and the dangers of overextension. He shares his belief in investor DNA and the importance of understanding your investor type to avoid common financial errors. Concluding the episode, Garrett discusses the myth of money as a zero-sum game and the importance of investing in oneself and finding fulfilling work. Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! Thu, 18 Jan 2024 07:40:00 -0000 full Josh Jalinski Airdate: 1/13/2024 In this episode, Josh welcomes Garrett Gunderson, financial coach and author of "Money Unmasked," to discuss his transition from financial advisor to financial educator and coach. Garrett shares insights from his journey, emphasizing the importance of understanding one's money persona to alleviate financial stress and improve money management. He introduces the concept of the Rockefeller method, detailing how it can be used to create and sustain generational wealth through strategies like building a family office and developing a family constitution. Garrett also delves into the economic value of certainty, the significance of cash flow in financial planning, and the success of his book "What Would the Rockefellers Do?" He discusses the differences between the Rockefeller and Vanderbilt families and the lessons learned in rewriting his book. The conversation shifts to the inspiration behind "Money Unmasked," where Garrett explains the four shadow personas and the winning side personas that influence our financial behavior. He highlights the importance of understanding these personas to reduce financial stress and make more informed decisions. The episode also covers Garrett's personal experiences with financial struggles and bankruptcy during the 2008 recession, his early success in real estate, and the dangers of overextension. He shares his belief in investor DNA and the importance of understanding your investor type to avoid common financial errors. Concluding the episode, Garrett discusses the myth of money as a zero-sum game and the importance of investing in oneself and finding fulfilling work. Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! Airdate: 1/13/2024

In this episode, Josh welcomes Garrett Gunderson, financial coach and author of "Money Unmasked," to discuss his transition from financial advisor to financial educator and coach. Garrett shares insights from his journey, emphasizing the importance of understanding one's money persona to alleviate financial stress and improve money management. He introduces the concept of the Rockefeller method, detailing how it can be used to create and sustain generational wealth through strategies like building a family office and developing a family constitution.

Garrett also delves into the economic value of certainty, the significance of cash flow in financial planning, and the success of his book "What Would the Rockefellers Do?" He discusses the differences between the Rockefeller and Vanderbilt families and the lessons learned in rewriting his book. The conversation shifts to the inspiration behind "Money Unmasked," where Garrett explains the four shadow personas and the winning side personas that influence our financial behavior. He highlights the importance of understanding these personas to reduce financial stress and make more informed decisions.

The episode also covers Garrett's personal experiences with financial struggles and bankruptcy during the 2008 recession, his early success in real estate, and the dangers of overextension. He shares his belief in investor DNA and the importance of understanding your investor type to avoid common financial errors. Concluding the episode, Garrett discusses the myth of money as a zero-sum game and the importance of investing in oneself and finding fulfilling work.

Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game!

]]> 2672 Daffy CEO Adam Nash on Tech, Taxes, and Charitable Trusts Airdate: 01/06/2024 In this episode, Josh welcomes Adam Nash, CEO and co-founder of Daffy.org, to discuss the transformative power of charitable giving through technology. Nash explains how Daffy democratizes the process of giving through its low-cost, user-friendly donor-advised fund (DAF), making it accessible for everyone to contribute to their favorite charities efficiently and receive immediate tax benefits. Nash delves into the mechanics and advantages of using a DAF, emphasizing how Daffy simplifies the giving process with features like Daffy Gifts for digital charity gift cards and Daffy Campaigns for fundraising. He shares his vision of fostering a community of givers who are informed and engaged in their philanthropic efforts. The conversation also touches on the importance of personal finance education, particularly for couples, and how technology like robo-advisors and AI is revolutionizing financial advice and planning. Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! Mon, 15 Jan 2024 07:40:00 -0000 full Josh Jalinski Airdate: 01/06/2024 In this episode, Josh welcomes Adam Nash, CEO and co-founder of Daffy.org, to discuss the transformative power of charitable giving through technology. Nash explains how Daffy democratizes the process of giving through its low-cost, user-friendly donor-advised fund (DAF), making it accessible for everyone to contribute to their favorite charities efficiently and receive immediate tax benefits. Nash delves into the mechanics and advantages of using a DAF, emphasizing how Daffy simplifies the giving process with features like Daffy Gifts for digital charity gift cards and Daffy Campaigns for fundraising. He shares his vision of fostering a community of givers who are informed and engaged in their philanthropic efforts. The conversation also touches on the importance of personal finance education, particularly for couples, and how technology like robo-advisors and AI is revolutionizing financial advice and planning. Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! Airdate: 01/06/2024

In this episode, Josh welcomes Adam Nash, CEO and co-founder of Daffy.org, to discuss the transformative power of charitable giving through technology. Nash explains how Daffy democratizes the process of giving through its low-cost, user-friendly donor-advised fund (DAF), making it accessible for everyone to contribute to their favorite charities efficiently and receive immediate tax benefits.

Nash delves into the mechanics and advantages of using a DAF, emphasizing how Daffy simplifies the giving process with features like Daffy Gifts for digital charity gift cards and Daffy Campaigns for fundraising. He shares his vision of fostering a community of givers who are informed and engaged in their philanthropic efforts. The conversation also touches on the importance of personal finance education, particularly for couples, and how technology like robo-advisors and AI is revolutionizing financial advice and planning.

Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game!

]]> 2862 FROM THE ARCHIVES: Anthony Scaramucci on Capitalizing with a Conscience Original air date 05-25-2019 In this episode, Josh welcomed Anthony Scaramucci to discuss the intricacies of the Opportunity Zone credit, a program aimed at incentivizing investments in economically distressed areas across the United States. Scaramucci broke down the benefits of deferring capital gains taxes and the potential for earning tax-free profits by investing in designated zones, while also addressing the slow progress and regulatory challenges that have hindered the program's full potential. The conversation shifted to the broader political landscape, with Scaramucci sharing his insights on the then-upcoming 2020 election and the likelihood of an infrastructure deal in the prevailing political climate. He expressed frustration with the stagnation and polarization in politics, suggesting that an infrastructure deal might be the most feasible bipartisan effort. Throughout the episode, Jalinski and Scaramucci delved into various topics, including the success of Scaramucci's book "Trump, the Blue Collar President," the state of the China trade deal, and the importance of addressing human rights abuses in international relations. As the episode concluded, Jalinski discussed the implications of including Chinese stocks in indexes and the moral issues that could be used to pressure China in trade negotiations. He also touched on the recent secure retirement bill passed by the House and its potential impact on retirement planning, particularly the "death of the stretch" provision. Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! Thu, 11 Jan 2024 07:40:00 -0000 full Josh Jalinski Original air date 05-25-2019 In this episode, Josh welcomed Anthony Scaramucci to discuss the intricacies of the Opportunity Zone credit, a program aimed at incentivizing investments in economically distressed areas across the United States. Scaramucci broke down the benefits of deferring capital gains taxes and the potential for earning tax-free profits by investing in designated zones, while also addressing the slow progress and regulatory challenges that have hindered the program's full potential. The conversation shifted to the broader political landscape, with Scaramucci sharing his insights on the then-upcoming 2020 election and the likelihood of an infrastructure deal in the prevailing political climate. He expressed frustration with the stagnation and polarization in politics, suggesting that an infrastructure deal might be the most feasible bipartisan effort. Throughout the episode, Jalinski and Scaramucci delved into various topics, including the success of Scaramucci's book "Trump, the Blue Collar President," the state of the China trade deal, and the importance of addressing human rights abuses in international relations. As the episode concluded, Jalinski discussed the implications of including Chinese stocks in indexes and the moral issues that could be used to pressure China in trade negotiations. He also touched on the recent secure retirement bill passed by the House and its potential impact on retirement planning, particularly the "death of the stretch" provision. Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! Original air date 05-25-2019

In this episode, Josh welcomed Anthony Scaramucci to discuss the intricacies of the Opportunity Zone credit, a program aimed at incentivizing investments in economically distressed areas across the United States. Scaramucci broke down the benefits of deferring capital gains taxes and the potential for earning tax-free profits by investing in designated zones, while also addressing the slow progress and regulatory challenges that have hindered the program's full potential.

The conversation shifted to the broader political landscape, with Scaramucci sharing his insights on the then-upcoming 2020 election and the likelihood of an infrastructure deal in the prevailing political climate. He expressed frustration with the stagnation and polarization in politics, suggesting that an infrastructure deal might be the most feasible bipartisan effort. Throughout the episode, Jalinski and Scaramucci delved into various topics, including the success of Scaramucci's book "Trump, the Blue Collar President," the state of the China trade deal, and the importance of addressing human rights abuses in international relations.

As the episode concluded, Jalinski discussed the implications of including Chinese stocks in indexes and the moral issues that could be used to pressure China in trade negotiations. He also touched on the recent secure retirement bill passed by the House and its potential impact on retirement planning, particularly the "death of the stretch" provision.

Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game!

]]> 3216 no Elon's Fight for Free Speech & the Surprising Science of Beards Airdate: 12/31/2023 In this episode, Josh delves into the intriguing topic of trustworthiness and its relation to facial hair, referencing a scientific study that suggests bearded individuals are perceived as more trustworthy. The conversation then takes a turn to discuss the recent controversy surrounding Elon Musk and his social media platform, X. Josh shares his perspective on X's potential to rival traditional media outlets. The discussion further explores the impact of rising interest rates and inflation on retirement planning. Josh emphasizes the critical importance of being debt-free before retirement and understanding the relationship between interest rates and the stock market. He also addresses the trend of "doom spending," highlighting the need for individuals to strike a balance between enjoying the present and preparing for the future. Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! Mon, 08 Jan 2024 07:50:00 -0000 full Josh Jalinski Airdate: 12/31/2023 In this episode, Josh delves into the intriguing topic of trustworthiness and its relation to facial hair, referencing a scientific study that suggests bearded individuals are perceived as more trustworthy. The conversation then takes a turn to discuss the recent controversy surrounding Elon Musk and his social media platform, X. Josh shares his perspective on X's potential to rival traditional media outlets. The discussion further explores the impact of rising interest rates and inflation on retirement planning. Josh emphasizes the critical importance of being debt-free before retirement and understanding the relationship between interest rates and the stock market. He also addresses the trend of "doom spending," highlighting the need for individuals to strike a balance between enjoying the present and preparing for the future. Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! Airdate: 12/31/2023

In this episode, Josh delves into the intriguing topic of trustworthiness and its relation to facial hair, referencing a scientific study that suggests bearded individuals are perceived as more trustworthy. The conversation then takes a turn to discuss the recent controversy surrounding Elon Musk and his social media platform, X. Josh shares his perspective on X's potential to rival traditional media outlets.

The discussion further explores the impact of rising interest rates and inflation on retirement planning. Josh emphasizes the critical importance of being debt-free before retirement and understanding the relationship between interest rates and the stock market. He also addresses the trend of "doom spending," highlighting the need for individuals to strike a balance between enjoying the present and preparing for the future.

Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game!

]]> 2443 no Tom Hegna on Wealth-building Secrets Airdate: 12/30/2023 In this episode, Josh is joined by Tom Hegna, a renowned retirement planning expert and author of "Who Wants to Be a Millionaire," to discuss effective strategies for building wealth and securing a comfortable retirement. Josh leads the conversation, exploring Tom's insights on the importance of a well-thought-out retirement plan, the benefits of maximizing social security, and strategies for inflation protection. Tom emphasizes the value of annuities and insurance products in ensuring a guaranteed lifetime income during retirement. Josh delves into Tom's concept of ikigai, discussing how finding one's purpose and passion in life aligns with financial success and the necessity of living within one's means. They discuss Tom's key steps to building wealth, including making more money, spending wisely, and investing in appreciating assets. Tom shares his belief that with disciplined saving and investing, nearly every American has the potential to become a millionaire. The episode also covers the critical roles of long-term care insurance and life insurance in estate planning, along with effective strategies to protect against inflation. Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! Thu, 04 Jan 2024 07:50:00 -0000 full Josh Jalinski Airdate: 12/30/2023 In this episode, Josh is joined by Tom Hegna, a renowned retirement planning expert and author of "Who Wants to Be a Millionaire," to discuss effective strategies for building wealth and securing a comfortable retirement. Josh leads the conversation, exploring Tom's insights on the importance of a well-thought-out retirement plan, the benefits of maximizing social security, and strategies for inflation protection. Tom emphasizes the value of annuities and insurance products in ensuring a guaranteed lifetime income during retirement. Josh delves into Tom's concept of ikigai, discussing how finding one's purpose and passion in life aligns with financial success and the necessity of living within one's means. They discuss Tom's key steps to building wealth, including making more money, spending wisely, and investing in appreciating assets. Tom shares his belief that with disciplined saving and investing, nearly every American has the potential to become a millionaire. The episode also covers the critical roles of long-term care insurance and life insurance in estate planning, along with effective strategies to protect against inflation. Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! Airdate: 12/30/2023

In this episode, Josh is joined by Tom Hegna, a renowned retirement planning expert and author of "Who Wants to Be a Millionaire," to discuss effective strategies for building wealth and securing a comfortable retirement. Josh leads the conversation, exploring Tom's insights on the importance of a well-thought-out retirement plan, the benefits of maximizing social security, and strategies for inflation protection. Tom emphasizes the value of annuities and insurance products in ensuring a guaranteed lifetime income during retirement.

Josh delves into Tom's concept of ikigai, discussing how finding one's purpose and passion in life aligns with financial success and the necessity of living within one's means. They discuss Tom's key steps to building wealth, including making more money, spending wisely, and investing in appreciating assets. Tom shares his belief that with disciplined saving and investing, nearly every American has the potential to become a millionaire. The episode also covers the critical roles of long-term care insurance and life insurance in estate planning, along with effective strategies to protect against inflation.

Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game!

]]> 3621 no Inflation Impact: From Grocery Prices to Annuity Complexities Airdate: 12/23/2023 In this episode, Josh Jalinski dives straight into a discussion on estate planning, emphasizing the importance of setting up Transfer on Death (TOD) accounts for a smoother transfer of assets to beneficiaries. He then addresses a listener's concern about the potential performance of the bond market, highlighting the advantages of having a trust in the current economic climate. The conversation moves to the intricacies of assigning beneficiaries in fidelity accounts and the significance of primary and contingent beneficiaries. Josh then tackles the impact of inflation on everyday expenses, providing a stark comparison of grocery prices from 1990 to the present. He then delves into the recent stock market rise, discussing the thriving annuity market in the U.S. and the complexities involved in annuity investments. Josh concludes by cautioning listeners about the hidden fees and tax implications of annuities, comparing their death benefits to those of life insurance, and advising a critical approach when considering annuities as part of a financial strategy. Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! Thu, 28 Dec 2023 07:50:00 -0000 full Josh Jalinski Airdate: 12/23/2023 In this episode, Josh Jalinski dives straight into a discussion on estate planning, emphasizing the importance of setting up Transfer on Death (TOD) accounts for a smoother transfer of assets to beneficiaries. He then addresses a listener's concern about the potential performance of the bond market, highlighting the advantages of having a trust in the current economic climate. The conversation moves to the intricacies of assigning beneficiaries in fidelity accounts and the significance of primary and contingent beneficiaries. Josh then tackles the impact of inflation on everyday expenses, providing a stark comparison of grocery prices from 1990 to the present. He then delves into the recent stock market rise, discussing the thriving annuity market in the U.S. and the complexities involved in annuity investments. Josh concludes by cautioning listeners about the hidden fees and tax implications of annuities, comparing their death benefits to those of life insurance, and advising a critical approach when considering annuities as part of a financial strategy. Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! Airdate: 12/23/2023

In this episode, Josh Jalinski dives straight into a discussion on estate planning, emphasizing the importance of setting up Transfer on Death (TOD) accounts for a smoother transfer of assets to beneficiaries. He then addresses a listener's concern about the potential performance of the bond market, highlighting the advantages of having a trust in the current economic climate. The conversation moves to the intricacies of assigning beneficiaries in fidelity accounts and the significance of primary and contingent beneficiaries.

Josh then tackles the impact of inflation on everyday expenses, providing a stark comparison of grocery prices from 1990 to the present. He then delves into the recent stock market rise, discussing the thriving annuity market in the U.S. and the complexities involved in annuity investments. Josh concludes by cautioning listeners about the hidden fees and tax implications of annuities, comparing their death benefits to those of life insurance, and advising a critical approach when considering annuities as part of a financial strategy.

Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game!

]]> 3189 BONUS CONTENT: Crunching Ohtani's Numbers: A Lesson in Net Present Value In this bonus clip, Josh Jalinski delves into the financial intricacies of Shohei Ohtani's contract with the Dodgers. He clarifies that the net present value of Ohtani's contract is actually $337,000,000, contrary to the widely reported $700 million. Josh explains that this lower valuation was strategically calculated to protect the Dodgers from salary cap taxes. He also discusses the significant impact of taxes on Ohtani's earnings, suggesting that a lump sum payment upfront would have been more financially beneficial for Ohtani. Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! Thu, 21 Dec 2023 07:50:00 -0000 full Josh Jalinski In this bonus clip, Josh Jalinski delves into the financial intricacies of Shohei Ohtani's contract with the Dodgers. He clarifies that the net present value of Ohtani's contract is actually $337,000,000, contrary to the widely reported $700 million. Josh explains that this lower valuation was strategically calculated to protect the Dodgers from salary cap taxes. He also discusses the significant impact of taxes on Ohtani's earnings, suggesting that a lump sum payment upfront would have been more financially beneficial for Ohtani. Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! In this bonus clip, Josh Jalinski delves into the financial intricacies of Shohei Ohtani's contract with the Dodgers. He clarifies that the net present value of Ohtani's contract is actually $337,000,000, contrary to the widely reported $700 million. Josh explains that this lower valuation was strategically calculated to protect the Dodgers from salary cap taxes. He also discusses the significant impact of taxes on Ohtani's earnings, suggesting that a lump sum payment upfront would have been more financially beneficial for Ohtani.


Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game!

]]> 368 Shohei Otani's Contract: A Financial Home Run or Strikeout? Airdate: 12/17/2023 In this episode, Josh discusses the potential impact of rate cuts on the economy, emphasizing the importance of the ten-year treasury rate and its effect on annuities, pensions, and mortgages. A caller's question leads Josh to analyze Shohei Otani's contract, debating its financial prudence in light of inflation. As the episode progresses, Josh fields questions from callers on various topics. He advises on the tax implications of cashing in U.S. savings bonds and navigates the complexities of Social Security spousal benefits. The conversation shifts to annuities, with Josh highlighting their increasing sales due to anticipated lower interest rates and their role in retirement planning. The episode wraps up with a discussion on McDonald's potential new drink-focused franchise, Cosmc's, and its market implications. Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! Mon, 18 Dec 2023 07:50:00 -0000 full Josh Jalinski Airdate: 12/17/2023 In this episode, Josh discusses the potential impact of rate cuts on the economy, emphasizing the importance of the ten-year treasury rate and its effect on annuities, pensions, and mortgages. A caller's question leads Josh to analyze Shohei Otani's contract, debating its financial prudence in light of inflation. As the episode progresses, Josh fields questions from callers on various topics. He advises on the tax implications of cashing in U.S. savings bonds and navigates the complexities of Social Security spousal benefits. The conversation shifts to annuities, with Josh highlighting their increasing sales due to anticipated lower interest rates and their role in retirement planning. The episode wraps up with a discussion on McDonald's potential new drink-focused franchise, Cosmc's, and its market implications. Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! Airdate: 12/17/2023

In this episode, Josh discusses the potential impact of rate cuts on the economy, emphasizing the importance of the ten-year treasury rate and its effect on annuities, pensions, and mortgages. A caller's question leads Josh to analyze Shohei Otani's contract, debating its financial prudence in light of inflation.

As the episode progresses, Josh fields questions from callers on various topics. He advises on the tax implications of cashing in U.S. savings bonds and navigates the complexities of Social Security spousal benefits. The conversation shifts to annuities, with Josh highlighting their increasing sales due to anticipated lower interest rates and their role in retirement planning. The episode wraps up with a discussion on McDonald's potential new drink-focused franchise, Cosmc's, and its market implications.

Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game!

]]> 3147 no Rethinking the 60/40 Portfolio: Bonds, Benefits, and Beyond Airdate: 12/16/2023 In this episode, Josh starts by reading an email from an excited listener inquiring about necessary documents for an upcoming meeting. He then delves into the importance of long-term care planning and protecting oneself from financial exploitation. Josh takes calls from listeners, addressing a range of financial questions. A caller's question about the tax implications of cashing in U.S. savings bonds leads to a detailed discussion. Another listener asks about Social Security spousal benefits, prompting Josh to provide insights and suggest further analysis for informed decision-making. The episode wraps up with Josh discussing the value of annuities in retirement planning. He also touches on McDonald's potential launch of a new drink-focused franchise, Cosmix, aiming to compete with Starbucks and Dunkin'. Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! Thu, 14 Dec 2023 07:50:00 -0000 full Josh Jalinski Airdate: 12/16/2023 In this episode, Josh starts by reading an email from an excited listener inquiring about necessary documents for an upcoming meeting. He then delves into the importance of long-term care planning and protecting oneself from financial exploitation. Josh takes calls from listeners, addressing a range of financial questions. A caller's question about the tax implications of cashing in U.S. savings bonds leads to a detailed discussion. Another listener asks about Social Security spousal benefits, prompting Josh to provide insights and suggest further analysis for informed decision-making. The episode wraps up with Josh discussing the value of annuities in retirement planning. He also touches on McDonald's potential launch of a new drink-focused franchise, Cosmix, aiming to compete with Starbucks and Dunkin'. Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! Airdate: 12/16/2023

In this episode, Josh starts by reading an email from an excited listener inquiring about necessary documents for an upcoming meeting. He then delves into the importance of long-term care planning and protecting oneself from financial exploitation.

Josh takes calls from listeners, addressing a range of financial questions. A caller's question about the tax implications of cashing in U.S. savings bonds leads to a detailed discussion. Another listener asks about Social Security spousal benefits, prompting Josh to provide insights and suggest further analysis for informed decision-making.

The episode wraps up with Josh discussing the value of annuities in retirement planning. He also touches on McDonald's potential launch of a new drink-focused franchise, Cosmix, aiming to compete with Starbucks and Dunkin'.

Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game!

]]> 3284 no Josh's Financial Forecast: Cryptocurrency Craze & Golden Gains Airdate; 12/10/2023 In this episode, Josh starts by addressing the recent surges in Bitcoin and gold, linking these trends to the potential approval of Bitcoin ETFs and the current economic uncertainty. A caller then shifts the focus to retirement planning for 2024, prompting Josh to offer insights on maximizing retirement contributions and evaluating healthcare options. Another listener inquires about the health of their retirement plan. Josh responds by discussing key factors like passive income, effective tax rates, cash flow ratios, and asset allocation. The conversation takes a turn when a caller questions the criticism surrounding annuities. Josh addresses this by highlighting their benefits in retirement planning, particularly in protecting against market volatility and sequence of return risk. Later, Josh discusses Roth conversions and life insurance as strategies for estate planning, advising on the need to consider overall tax implications. Callers nearing retirement bring up Medicare and Social Security options, leading Josh to emphasize the importance of timing and strategic decision-making in these areas. The episode also touches on Professor Kotlikoff's statement on Social Security clawbacks, sparking a debate on the system's fairness. Josh concludes by responding to questions about gifting savings bonds, discussing their tax implications and the benefits of alternative gifting options like brokerage accounts. Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! Mon, 11 Dec 2023 07:50:00 -0000 full Josh Jalinski Airdate; 12/10/2023 In this episode, Josh starts by addressing the recent surges in Bitcoin and gold, linking these trends to the potential approval of Bitcoin ETFs and the current economic uncertainty. A caller then shifts the focus to retirement planning for 2024, prompting Josh to offer insights on maximizing retirement contributions and evaluating healthcare options. Another listener inquires about the health of their retirement plan. Josh responds by discussing key factors like passive income, effective tax rates, cash flow ratios, and asset allocation. The conversation takes a turn when a caller questions the criticism surrounding annuities. Josh addresses this by highlighting their benefits in retirement planning, particularly in protecting against market volatility and sequence of return risk. Later, Josh discusses Roth conversions and life insurance as strategies for estate planning, advising on the need to consider overall tax implications. Callers nearing retirement bring up Medicare and Social Security options, leading Josh to emphasize the importance of timing and strategic decision-making in these areas. The episode also touches on Professor Kotlikoff's statement on Social Security clawbacks, sparking a debate on the system's fairness. Josh concludes by responding to questions about gifting savings bonds, discussing their tax implications and the benefits of alternative gifting options like brokerage accounts. Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! Airdate; 12/10/2023

In this episode, Josh starts by addressing the recent surges in Bitcoin and gold, linking these trends to the potential approval of Bitcoin ETFs and the current economic uncertainty. A caller then shifts the focus to retirement planning for 2024, prompting Josh to offer insights on maximizing retirement contributions and evaluating healthcare options.

Another listener inquires about the health of their retirement plan. Josh responds by discussing key factors like passive income, effective tax rates, cash flow ratios, and asset allocation. The conversation takes a turn when a caller questions the criticism surrounding annuities. Josh addresses this by highlighting their benefits in retirement planning, particularly in protecting against market volatility and sequence of return risk.

Later, Josh discusses Roth conversions and life insurance as strategies for estate planning, advising on the need to consider overall tax implications. Callers nearing retirement bring up Medicare and Social Security options, leading Josh to emphasize the importance of timing and strategic decision-making in these areas.

The episode also touches on Professor Kotlikoff's statement on Social Security clawbacks, sparking a debate on the system's fairness. Josh concludes by responding to questions about gifting savings bonds, discussing their tax implications and the benefits of alternative gifting options like brokerage accounts.

Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game!

]]> 2990 no Solar Savings & EV Credits w/ JJ the CPA Airdate: 12/09/2023 In this episode, Josh welcomes JJ the CPA, aka Joshua Jensen, to discuss essential year-end tax planning strategies. JJ, an expert in public accounting, highlights the advantages of investing in solar energy and electric vehicles, emphasizing the tax credits and deductions these investments offer. He underscores the importance of consulting a financial advisor, especially with the new opportunities presented by the Secure Act 2.0, which introduces a Roth component in retirement plans and offers tax credits for small businesses. The conversation shifts to the practical aspects of these investments, such as the deadlines for solar installation tax credits and the possibility of selling these credits. JJ also covers the complexities of electric vehicle tax credits, including the limitations on specific models and the impact of Section 179 depreciation for heavy vehicles. They delve into the nuances of business versus personal miles for tax deductions and the benefits of bonus depreciation. JJ and Josh also tackle the topic of retirement planning, discussing the Secure Act 2.0's implications and the mixed perceptions of 401k and retirement plans in the media. JJ passionately advocates for the misunderstood role of whole life insurance in tax planning, debunking myths and highlighting its potential as a stable investment. Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! Thu, 07 Dec 2023 07:50:00 -0000 full Josh Jalinski Airdate: 12/09/2023 In this episode, Josh welcomes JJ the CPA, aka Joshua Jensen, to discuss essential year-end tax planning strategies. JJ, an expert in public accounting, highlights the advantages of investing in solar energy and electric vehicles, emphasizing the tax credits and deductions these investments offer. He underscores the importance of consulting a financial advisor, especially with the new opportunities presented by the Secure Act 2.0, which introduces a Roth component in retirement plans and offers tax credits for small businesses. The conversation shifts to the practical aspects of these investments, such as the deadlines for solar installation tax credits and the possibility of selling these credits. JJ also covers the complexities of electric vehicle tax credits, including the limitations on specific models and the impact of Section 179 depreciation for heavy vehicles. They delve into the nuances of business versus personal miles for tax deductions and the benefits of bonus depreciation. JJ and Josh also tackle the topic of retirement planning, discussing the Secure Act 2.0's implications and the mixed perceptions of 401k and retirement plans in the media. JJ passionately advocates for the misunderstood role of whole life insurance in tax planning, debunking myths and highlighting its potential as a stable investment. Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! Airdate: 12/09/2023

In this episode, Josh welcomes JJ the CPA, aka Joshua Jensen, to discuss essential year-end tax planning strategies. JJ, an expert in public accounting, highlights the advantages of investing in solar energy and electric vehicles, emphasizing the tax credits and deductions these investments offer. He underscores the importance of consulting a financial advisor, especially with the new opportunities presented by the Secure Act 2.0, which introduces a Roth component in retirement plans and offers tax credits for small businesses.

The conversation shifts to the practical aspects of these investments, such as the deadlines for solar installation tax credits and the possibility of selling these credits. JJ also covers the complexities of electric vehicle tax credits, including the limitations on specific models and the impact of Section 179 depreciation for heavy vehicles. They delve into the nuances of business versus personal miles for tax deductions and the benefits of bonus depreciation.

JJ and Josh also tackle the topic of retirement planning, discussing the Secure Act 2.0's implications and the mixed perceptions of 401k and retirement plans in the media. JJ passionately advocates for the misunderstood role of whole life insurance in tax planning, debunking myths and highlighting its potential as a stable investment.

Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game!

]]> 3366 Dr. Laurence Kotlikoff on Exposing Social Security's Dark Reality Airdate: 12/03/2023 In this episode, Josh welcomes to the show Dr. Laurence Kotlikoff, a renowned Professor of Economics at Boston University and a New York Times best-selling author. They dive into the critical issues plaguing the Social Security system, focusing on the financial abuse and scams targeting vulnerable groups like disabled individuals, divorced spouses, and widows. Dr. Kotlikoff highlights the alarming practice of clawbacks, where Social Security demands repayment of overpaid benefits, and stresses the importance of using tools like his software, Maximize My Social Security, for accurate benefit assessment. The discussion also sheds light on Dr. Kotlikoff's newest book, which exposes the horrors and systemic failures of Social Security. They delve into examples of individuals unfairly losing benefits, the system's denial mentality, and the lack of accountability in handling clawbacks. Dr. Kotlikoff criticizes discriminatory practices within the system, especially against women, and discusses the need for legislative reform to address these deep-rooted issues. Throughout the episode, Josh and Dr. Kotlikoff explore the broader economic implications of Social Security's problems, including the potential for a Personal Security Account system as an alternative. They emphasize the role of financial advisors in protecting clients and the importance of government regulation in financial products. The conversation concludes with a strong call to action for listeners to advocate for change, highlighting the urgency of reforming the flawed Social Security system for a more secure financial future. Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! Mon, 04 Dec 2023 07:50:00 -0000 full Josh Jalinski Airdate: 12/03/2023 In this episode, Josh welcomes to the show Dr. Laurence Kotlikoff, a renowned Professor of Economics at Boston University and a New York Times best-selling author. They dive into the critical issues plaguing the Social Security system, focusing on the financial abuse and scams targeting vulnerable groups like disabled individuals, divorced spouses, and widows. Dr. Kotlikoff highlights the alarming practice of clawbacks, where Social Security demands repayment of overpaid benefits, and stresses the importance of using tools like his software, Maximize My Social Security, for accurate benefit assessment. The discussion also sheds light on Dr. Kotlikoff's newest book, which exposes the horrors and systemic failures of Social Security. They delve into examples of individuals unfairly losing benefits, the system's denial mentality, and the lack of accountability in handling clawbacks. Dr. Kotlikoff criticizes discriminatory practices within the system, especially against women, and discusses the need for legislative reform to address these deep-rooted issues. Throughout the episode, Josh and Dr. Kotlikoff explore the broader economic implications of Social Security's problems, including the potential for a Personal Security Account system as an alternative. They emphasize the role of financial advisors in protecting clients and the importance of government regulation in financial products. The conversation concludes with a strong call to action for listeners to advocate for change, highlighting the urgency of reforming the flawed Social Security system for a more secure financial future. Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! Airdate: 12/03/2023

In this episode, Josh welcomes to the show Dr. Laurence Kotlikoff, a renowned Professor of Economics at Boston University and a New York Times best-selling author. They dive into the critical issues plaguing the Social Security system, focusing on the financial abuse and scams targeting vulnerable groups like disabled individuals, divorced spouses, and widows. Dr. Kotlikoff highlights the alarming practice of clawbacks, where Social Security demands repayment of overpaid benefits, and stresses the importance of using tools like his software, Maximize My Social Security, for accurate benefit assessment.

The discussion also sheds light on Dr. Kotlikoff's newest book, which exposes the horrors and systemic failures of Social Security. They delve into examples of individuals unfairly losing benefits, the system's denial mentality, and the lack of accountability in handling clawbacks. Dr. Kotlikoff criticizes discriminatory practices within the system, especially against women, and discusses the need for legislative reform to address these deep-rooted issues.

Throughout the episode, Josh and Dr. Kotlikoff explore the broader economic implications of Social Security's problems, including the potential for a Personal Security Account system as an alternative. They emphasize the role of financial advisors in protecting clients and the importance of government regulation in financial products. The conversation concludes with a strong call to action for listeners to advocate for change, highlighting the urgency of reforming the flawed Social Security system for a more secure financial future.

Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game!

]]> 4817 no FROM THE ARCHIVES: Robert Kiyosaki Returns: Advanced Lessons in Wealth, Education, and Real Estate (PART 2) Original Air Date 10-7-17 In this episode, Josh welcomes back renowned financial expert Robert Kiyosaki (author of "Rich Dad Poor Dad") for a riveting part two discussion on The Financial Quarterback. Kiyosaki delves into the significance of building a team of experts and the educational benefits of his cashflow game in mastering financial statements and investment strategies. The conversation also covers the impending market crash, the necessity of diverse investment advice, and the crucial role of real estate education before making investments. Kiyosaki concludes with insights on leveraging tax laws for entrepreneurial success, the security of investing in tangible assets like gold and silver, and the imperative of continuous learning in the dynamic financial world. Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! Thu, 30 Nov 2023 07:56:00 -0000 full Josh Jalinski (PART 2) Original Air Date 10-7-17 In this episode, Josh welcomes back renowned financial expert Robert Kiyosaki (author of "Rich Dad Poor Dad") for a riveting part two discussion on The Financial Quarterback. Kiyosaki delves into the significance of building a team of experts and the educational benefits of his cashflow game in mastering financial statements and investment strategies. The conversation also covers the impending market crash, the necessity of diverse investment advice, and the crucial role of real estate education before making investments. Kiyosaki concludes with insights on leveraging tax laws for entrepreneurial success, the security of investing in tangible assets like gold and silver, and the imperative of continuous learning in the dynamic financial world. Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! (PART 2) Original Air Date 10-7-17


In this episode, Josh welcomes back renowned financial expert Robert Kiyosaki (author of "Rich Dad Poor Dad") for a riveting part two discussion on The Financial Quarterback. Kiyosaki delves into the significance of building a team of experts and the educational benefits of his cashflow game in mastering financial statements and investment strategies. The conversation also covers the impending market crash, the necessity of diverse investment advice, and the crucial role of real estate education before making investments. Kiyosaki concludes with insights on leveraging tax laws for entrepreneurial success, the security of investing in tangible assets like gold and silver, and the imperative of continuous learning in the dynamic financial world.


Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game!

]]> 3393 Beyond Ramsey's Rant: Jay Disberger on Retirement Rates Airdate: 11/26/2023 In this episode, Josh leads a thought-provoking discussion with Jay Disberger, the notable caller from the viral Dave Ramsey video and host of the Hopeful Financial Podcast. They delve into the heated debate sparked by Ramsey's controversial 8% retirement withdrawal rate suggestion. Josh opens by critiquing Ramsey's assumption of a 12% return and counters with more conservative market return figures. As they dissect the risks associated with an 8% withdrawal rate, Jay shares his perspective on why he challenged Ramsey's views, emphasizing the financial perils of such a high rate. The conversation shifts to the more widely accepted 4% rule, with Jay advocating for this safer approach to retirement planning. They discuss the importance of considering factors like market variability, fees, and inflation in determining a safe withdrawal rate. Josh brings in insights from Vanguard studies on advisors and index funds, adding depth to their analysis of retirement income strategies. Throughout the episode, Josh and Jay also address the broader implications of financial advice from public figures like Ramsey. They explore the potential consequences of following overly optimistic financial projections and the importance of a nuanced, individualized approach to retirement savings. Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! Mon, 27 Nov 2023 07:56:00 -0000 full Josh Jalinski Airdate: 11/26/2023 In this episode, Josh leads a thought-provoking discussion with Jay Disberger, the notable caller from the viral Dave Ramsey video and host of the Hopeful Financial Podcast. They delve into the heated debate sparked by Ramsey's controversial 8% retirement withdrawal rate suggestion. Josh opens by critiquing Ramsey's assumption of a 12% return and counters with more conservative market return figures. As they dissect the risks associated with an 8% withdrawal rate, Jay shares his perspective on why he challenged Ramsey's views, emphasizing the financial perils of such a high rate. The conversation shifts to the more widely accepted 4% rule, with Jay advocating for this safer approach to retirement planning. They discuss the importance of considering factors like market variability, fees, and inflation in determining a safe withdrawal rate. Josh brings in insights from Vanguard studies on advisors and index funds, adding depth to their analysis of retirement income strategies. Throughout the episode, Josh and Jay also address the broader implications of financial advice from public figures like Ramsey. They explore the potential consequences of following overly optimistic financial projections and the importance of a nuanced, individualized approach to retirement savings. Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! Airdate: 11/26/2023

In this episode, Josh leads a thought-provoking discussion with Jay Disberger, the notable caller from the viral Dave Ramsey video and host of the Hopeful Financial Podcast. They delve into the heated debate sparked by Ramsey's controversial 8% retirement withdrawal rate suggestion. Josh opens by critiquing Ramsey's assumption of a 12% return and counters with more conservative market return figures. As they dissect the risks associated with an 8% withdrawal rate, Jay shares his perspective on why he challenged Ramsey's views, emphasizing the financial perils of such a high rate.

The conversation shifts to the more widely accepted 4% rule, with Jay advocating for this safer approach to retirement planning. They discuss the importance of considering factors like market variability, fees, and inflation in determining a safe withdrawal rate. Josh brings in insights from Vanguard studies on advisors and index funds, adding depth to their analysis of retirement income strategies.

Throughout the episode, Josh and Jay also address the broader implications of financial advice from public figures like Ramsey. They explore the potential consequences of following overly optimistic financial projections and the importance of a nuanced, individualized approach to retirement savings.

Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game!

]]> 4322 BONUS CONTENT: Josh Reacts to Dave Ramsey's Viral Rant on the 4% Rule In this bonus episode, Josh tackles Dave Ramsey's viral call about retirement savings, dissecting Ramsey's bold stance on withdrawal rates. Ramsey dismisses the traditional 4% rate as too conservative, advocating for an 8% rate, a figure he argues is more aligned with historical market performances and inflation. Josh critically examines Ramsey's methodology, especially his optimistic 12% return assumption, and contrasts this with more realistic average stock market returns. The debate heats up as Ramsey expresses his frustration with conventional financial projections and advises listeners to save a robust 15% of their income. Josh's insightful critique extends to Ramsey's perspectives on income growth over time and the broader financial industry. Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! Thu, 23 Nov 2023 07:55:00 -0000 full Josh Jalinski In this bonus episode, Josh tackles Dave Ramsey's viral call about retirement savings, dissecting Ramsey's bold stance on withdrawal rates. Ramsey dismisses the traditional 4% rate as too conservative, advocating for an 8% rate, a figure he argues is more aligned with historical market performances and inflation. Josh critically examines Ramsey's methodology, especially his optimistic 12% return assumption, and contrasts this with more realistic average stock market returns. The debate heats up as Ramsey expresses his frustration with conventional financial projections and advises listeners to save a robust 15% of their income. Josh's insightful critique extends to Ramsey's perspectives on income growth over time and the broader financial industry. Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! In this bonus episode, Josh tackles Dave Ramsey's viral call about retirement savings, dissecting Ramsey's bold stance on withdrawal rates. Ramsey dismisses the traditional 4% rate as too conservative, advocating for an 8% rate, a figure he argues is more aligned with historical market performances and inflation. Josh critically examines Ramsey's methodology, especially his optimistic 12% return assumption, and contrasts this with more realistic average stock market returns. The debate heats up as Ramsey expresses his frustration with conventional financial projections and advises listeners to save a robust 15% of their income. Josh's insightful critique extends to Ramsey's perspectives on income growth over time and the broader financial industry.


Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game!

]]> 1565 David McKnight Debunks the 8% Withdrawal Rate Myth Airdate: 11/25/2023 In this episode, Josh is joined by David McKnight, a renowned expert in tax-free retirement strategies and author of "The Power of Zero." They dissect a viral video featuring Dave Ramsey's controversial advice on retirement withdrawals. McKnight critiques Ramsey's one-size-fits-all approach, emphasizing the need for more nuanced and personalized financial planning. He highlights the flaws in Ramsey's strategies, particularly the risky 8% withdrawal rate and the oversimplified 4% rule. McKnight also advocates for the strategic use of permanent life insurance and annuities in retirement planning, stressing their importance in mitigating longevity risk and providing tax-free income.  Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! Mon, 20 Nov 2023 05:02:00 -0000 full Josh Jalinski Airdate: 11/25/2023 In this episode, Josh is joined by David McKnight, a renowned expert in tax-free retirement strategies and author of "The Power of Zero." They dissect a viral video featuring Dave Ramsey's controversial advice on retirement withdrawals. McKnight critiques Ramsey's one-size-fits-all approach, emphasizing the need for more nuanced and personalized financial planning. He highlights the flaws in Ramsey's strategies, particularly the risky 8% withdrawal rate and the oversimplified 4% rule. McKnight also advocates for the strategic use of permanent life insurance and annuities in retirement planning, stressing their importance in mitigating longevity risk and providing tax-free income.  Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! Airdate: 11/25/2023

In this episode, Josh is joined by David McKnight, a renowned expert in tax-free retirement strategies and author of "The Power of Zero." They dissect a viral video featuring Dave Ramsey's controversial advice on retirement withdrawals. McKnight critiques Ramsey's one-size-fits-all approach, emphasizing the need for more nuanced and personalized financial planning. He highlights the flaws in Ramsey's strategies, particularly the risky 8% withdrawal rate and the oversimplified 4% rule. McKnight also advocates for the strategic use of permanent life insurance and annuities in retirement planning, stressing their importance in mitigating longevity risk and providing tax-free income. 

Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game!

]]> 3624 FROM THE ARCHIVES: Robert Kiyosaki's Wealth-Building Secrets (PART 1) Original air date 10-7-17 In this episode, Josh Jalinski welcomes guest Robert Kiyosaki (author of "Rich Dad Poor Dad") to explore the themes of Kiyosaki's recent book, "Why the Rich Get Richer." They tackle the critical role of financial education, how the wealthy use debt and taxes to their advantage, and the importance of investing in hard assets like gold and silver. Kiyosaki challenges the traditional reliance on the stock market for wealth building, warns of an imminent economic crash, and emphasizes the need for independent thinking in financial decision-making. Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! Thu, 16 Nov 2023 07:56:00 -0000 full Josh Jalinski Original air date 10-7-17 In this episode, Josh Jalinski welcomes guest Robert Kiyosaki (author of "Rich Dad Poor Dad") to explore the themes of Kiyosaki's recent book, "Why the Rich Get Richer." They tackle the critical role of financial education, how the wealthy use debt and taxes to their advantage, and the importance of investing in hard assets like gold and silver. Kiyosaki challenges the traditional reliance on the stock market for wealth building, warns of an imminent economic crash, and emphasizes the need for independent thinking in financial decision-making. Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! Original air date 10-7-17


In this episode, Josh Jalinski welcomes guest Robert Kiyosaki (author of "Rich Dad Poor Dad") to explore the themes of Kiyosaki's recent book, "Why the Rich Get Richer." They tackle the critical role of financial education, how the wealthy use debt and taxes to their advantage, and the importance of investing in hard assets like gold and silver. Kiyosaki challenges the traditional reliance on the stock market for wealth building, warns of an imminent economic crash, and emphasizes the need for independent thinking in financial decision-making.


Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game!

]]> 3185 Medicare Decisions with Danielle K. Roberts Airdate: 11/18/2023 In this episode, Josh Jalinski and Medicare specialist Danielle Kunkle Roberts, a leading authority from Boomer Benefits and author of "10 Costly Medicare Mistakes You Can’t Afford to Make," dive into the complexities of Medicare. They discuss the critical open enrollment period, contrasting Medigap and Medicare Advantage plans, and unravel the often confusing Medicare plan alphabet. The conversation also touches on the shift from Plan F to the more advantageous Plan G, the nuances of enrolling in Medigap, and the upcoming changes to Medicare Part D in 2023. Danielle brings her expertise to the table, explaining how inflation impacts healthcare costs and Medicare premiums, and the significance of income-related adjustments on premiums. They also explore the strategic use of Health Savings Accounts (HSAs) for covering Medicare expenses and wrap up the episode with insights from Danielle's book, offering essential guidance on avoiding common Medicare mistakes. Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! Mon, 13 Nov 2023 07:56:00 -0000 full Josh Jalinski Airdate: 11/18/2023 In this episode, Josh Jalinski and Medicare specialist Danielle Kunkle Roberts, a leading authority from Boomer Benefits and author of "10 Costly Medicare Mistakes You Can’t Afford to Make," dive into the complexities of Medicare. They discuss the critical open enrollment period, contrasting Medigap and Medicare Advantage plans, and unravel the often confusing Medicare plan alphabet. The conversation also touches on the shift from Plan F to the more advantageous Plan G, the nuances of enrolling in Medigap, and the upcoming changes to Medicare Part D in 2023. Danielle brings her expertise to the table, explaining how inflation impacts healthcare costs and Medicare premiums, and the significance of income-related adjustments on premiums. They also explore the strategic use of Health Savings Accounts (HSAs) for covering Medicare expenses and wrap up the episode with insights from Danielle's book, offering essential guidance on avoiding common Medicare mistakes. Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! Airdate: 11/18/2023

In this episode, Josh Jalinski and Medicare specialist Danielle Kunkle Roberts, a leading authority from Boomer Benefits and author of "10 Costly Medicare Mistakes You Can’t Afford to Make," dive into the complexities of Medicare. They discuss the critical open enrollment period, contrasting Medigap and Medicare Advantage plans, and unravel the often confusing Medicare plan alphabet. The conversation also touches on the shift from Plan F to the more advantageous Plan G, the nuances of enrolling in Medigap, and the upcoming changes to Medicare Part D in 2023. Danielle brings her expertise to the table, explaining how inflation impacts healthcare costs and Medicare premiums, and the significance of income-related adjustments on premiums. They also explore the strategic use of Health Savings Accounts (HSAs) for covering Medicare expenses and wrap up the episode with insights from Danielle's book, offering essential guidance on avoiding common Medicare mistakes.

Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game!

]]> 3019 Kevin O'Leary on Shark Savvy Investing Josh Jalinski hosts the formidable Kevin O'Leary, AKA Mr. Wonderful, to unpack his straightforward approach to investing and entrepreneurship. O'Leary, famed for his role on Shark Tank, advocates for unvarnished truth in business dealings and the strategic value of royalty deals. He shares his enthusiasm for dividend-paying stocks, crediting them for consistent market returns, and discusses how small-cap stocks stand to gain from the Trump tax cuts. Beyond investments, O'Leary is on a mission to elevate financial literacy with his Bean Stocks app, designed to demystify investing for novices with any budget. The episode moves from O'Leary's Shark Tank anecdotes and investment philosophies to personal finance tips, emphasizing the critical role of financial education in achieving long-term wealth. Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! Thu, 09 Nov 2023 07:55:00 -0000 full Josh Jalinski Josh Jalinski hosts the formidable Kevin O'Leary, AKA Mr. Wonderful, to unpack his straightforward approach to investing and entrepreneurship. O'Leary, famed for his role on Shark Tank, advocates for unvarnished truth in business dealings and the strategic value of royalty deals. He shares his enthusiasm for dividend-paying stocks, crediting them for consistent market returns, and discusses how small-cap stocks stand to gain from the Trump tax cuts. Beyond investments, O'Leary is on a mission to elevate financial literacy with his Bean Stocks app, designed to demystify investing for novices with any budget. The episode moves from O'Leary's Shark Tank anecdotes and investment philosophies to personal finance tips, emphasizing the critical role of financial education in achieving long-term wealth. Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! Josh Jalinski hosts the formidable Kevin O'Leary, AKA Mr. Wonderful, to unpack his straightforward approach to investing and entrepreneurship. O'Leary, famed for his role on Shark Tank, advocates for unvarnished truth in business dealings and the strategic value of royalty deals. He shares his enthusiasm for dividend-paying stocks, crediting them for consistent market returns, and discusses how small-cap stocks stand to gain from the Trump tax cuts. Beyond investments, O'Leary is on a mission to elevate financial literacy with his Bean Stocks app, designed to demystify investing for novices with any budget. The episode moves from O'Leary's Shark Tank anecdotes and investment philosophies to personal finance tips, emphasizing the critical role of financial education in achieving long-term wealth.


Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game!

]]> 2358 George Gammon on Real Estate, Commodities, and Beyond Airdate: 11/11/2023 This week, Josh welcomes George Gammon, a seasoned entrepreneur turned macro investing guru, to share his personal finance journey. George starts by recounting his pivot to real estate on the heels of the 2012 market, taking cues from investment mogul Jim Rogers. The conversation then shifts to George's focus on macroeconomics, the launch of his Rebel Capitalist show, and the insights gained from the frenzy of Bitcoin and Clubhouse debates. They dissect the principles of buying low and selling high, the allure of real estate for passive income, and the meticulous timing of market entry and exit. George and Josh tackle the notion of a looming commodity supercycle, eyeing opportunities in coal, copper, and uranium, and the implications of an energy crisis on demand. The episode is packed with George's firsthand experiences, from selling properties to hosting Rebel Capitalist Live events, and culminates with a strategic discussion on risk-adjusted returns, the importance of cash flow, and the potential pitfalls in the banking system. Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! Mon, 06 Nov 2023 07:55:00 -0000 full Josh Jalinski Airdate: 11/11/2023 This week, Josh welcomes George Gammon, a seasoned entrepreneur turned macro investing guru, to share his personal finance journey. George starts by recounting his pivot to real estate on the heels of the 2012 market, taking cues from investment mogul Jim Rogers. The conversation then shifts to George's focus on macroeconomics, the launch of his Rebel Capitalist show, and the insights gained from the frenzy of Bitcoin and Clubhouse debates. They dissect the principles of buying low and selling high, the allure of real estate for passive income, and the meticulous timing of market entry and exit. George and Josh tackle the notion of a looming commodity supercycle, eyeing opportunities in coal, copper, and uranium, and the implications of an energy crisis on demand. The episode is packed with George's firsthand experiences, from selling properties to hosting Rebel Capitalist Live events, and culminates with a strategic discussion on risk-adjusted returns, the importance of cash flow, and the potential pitfalls in the banking system. Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! Airdate: 11/11/2023

This week, Josh welcomes George Gammon, a seasoned entrepreneur turned macro investing guru, to share his personal finance journey. George starts by recounting his pivot to real estate on the heels of the 2012 market, taking cues from investment mogul Jim Rogers. The conversation then shifts to George's focus on macroeconomics, the launch of his Rebel Capitalist show, and the insights gained from the frenzy of Bitcoin and Clubhouse debates. They dissect the principles of buying low and selling high, the allure of real estate for passive income, and the meticulous timing of market entry and exit. George and Josh tackle the notion of a looming commodity supercycle, eyeing opportunities in coal, copper, and uranium, and the implications of an energy crisis on demand. The episode is packed with George's firsthand experiences, from selling properties to hosting Rebel Capitalist Live events, and culminates with a strategic discussion on risk-adjusted returns, the importance of cash flow, and the potential pitfalls in the banking system.

Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game!

]]> 4942 FROM THE ARCHIVES: Tony Robbins on 7 Simple Steps to Financial Freedom Original air date: 3-8-2015. In this episode from the vault, Josh welcomes Tony Robbins, renowned life strategist and bestselling author, to delve into the financial wisdom from his book "Money: Master the Game, Seven Simple Steps to Financial Freedom." Robbins demystifies intricate financial concepts, introducing listeners to asymmetrical investing's low-risk, high-reward approach, the security of annuities, and the tax advantages of life insurance. Throughout the discussion, Robbins underscores the significance of prioritizing income generation over mere asset accumulation and lays out a seven-step blueprint to financial prosperity. Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! Thu, 02 Nov 2023 06:55:00 -0000 full Josh Jalinski Original air date: 3-8-2015. In this episode from the vault, Josh welcomes Tony Robbins, renowned life strategist and bestselling author, to delve into the financial wisdom from his book "Money: Master the Game, Seven Simple Steps to Financial Freedom." Robbins demystifies intricate financial concepts, introducing listeners to asymmetrical investing's low-risk, high-reward approach, the security of annuities, and the tax advantages of life insurance. Throughout the discussion, Robbins underscores the significance of prioritizing income generation over mere asset accumulation and lays out a seven-step blueprint to financial prosperity. Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! Original air date: 3-8-2015. In this episode from the vault, Josh welcomes Tony Robbins, renowned life strategist and bestselling author, to delve into the financial wisdom from his book "Money: Master the Game, Seven Simple Steps to Financial Freedom." Robbins demystifies intricate financial concepts, introducing listeners to asymmetrical investing's low-risk, high-reward approach, the security of annuities, and the tax advantages of life insurance. Throughout the discussion, Robbins underscores the significance of prioritizing income generation over mere asset accumulation and lays out a seven-step blueprint to financial prosperity.


Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game!

]]> 1139 Tesla's Earnings Enigma, Annuity Insights, and Turning $1,000 into More Airdate: 11/05/2023 This week, Josh dives into the influence of interest rates on fixed annuities and offers guidance on optimizing a $1,000 windfall, whether it's through long-term investments, charitable contributions, or bolstering one's financial safety net. He also breaks down Tesla's latest earnings report, highlighting its strategic implications for the company's future direction. Throughout the episode, listeners chime in with their questions, prompting discussions on retirement planning nuances, the intricacies of 401(k) rollovers, and the tax considerations when transferring properties via trusts. Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! Mon, 30 Oct 2023 06:55:00 -0000 full Josh Jalinski Airdate: 11/05/2023 This week, Josh dives into the influence of interest rates on fixed annuities and offers guidance on optimizing a $1,000 windfall, whether it's through long-term investments, charitable contributions, or bolstering one's financial safety net. He also breaks down Tesla's latest earnings report, highlighting its strategic implications for the company's future direction. Throughout the episode, listeners chime in with their questions, prompting discussions on retirement planning nuances, the intricacies of 401(k) rollovers, and the tax considerations when transferring properties via trusts. Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! Airdate: 11/05/2023

This week, Josh dives into the influence of interest rates on fixed annuities and offers guidance on optimizing a $1,000 windfall, whether it's through long-term investments, charitable contributions, or bolstering one's financial safety net. He also breaks down Tesla's latest earnings report, highlighting its strategic implications for the company's future direction. Throughout the episode, listeners chime in with their questions, prompting discussions on retirement planning nuances, the intricacies of 401(k) rollovers, and the tax considerations when transferring properties via trusts.

Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game!

]]> 3101 Helping Listeners' Face Financial Fears Airdate: 11/04/2023 In this episode, Josh Jalinski evaluates the stock market's current trajectory, delves into the growing apprehension Americans have about repaying debt amidst rising inflation, and scrutinizes the ethical dilemmas of crowdfunding, particularly when used to offset the U.S.'s steep medical bills. He presents a 10-year checklist for those nearing retirement and speculates on AI's influence on retirement structures. Additionally, during a call-in segment, listeners voice their views on crowdfunding, discuss the merits of government bonds vs CDs, and explore strategies to minimize social security taxation. Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! Thu, 26 Oct 2023 06:32:00 -0000 full Josh Jalinski Airdate: 11/04/2023 In this episode, Josh Jalinski evaluates the stock market's current trajectory, delves into the growing apprehension Americans have about repaying debt amidst rising inflation, and scrutinizes the ethical dilemmas of crowdfunding, particularly when used to offset the U.S.'s steep medical bills. He presents a 10-year checklist for those nearing retirement and speculates on AI's influence on retirement structures. Additionally, during a call-in segment, listeners voice their views on crowdfunding, discuss the merits of government bonds vs CDs, and explore strategies to minimize social security taxation. Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! Airdate: 11/04/2023

In this episode, Josh Jalinski evaluates the stock market's current trajectory, delves into the growing apprehension Americans have about repaying debt amidst rising inflation, and scrutinizes the ethical dilemmas of crowdfunding, particularly when used to offset the U.S.'s steep medical bills. He presents a 10-year checklist for those nearing retirement and speculates on AI's influence on retirement structures. Additionally, during a call-in segment, listeners voice their views on crowdfunding, discuss the merits of government bonds vs CDs, and explore strategies to minimize social security taxation.

Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game!

]]> 3221 SEP IRAs vs. 401(k)s: Which Wins for Retirees Airdate: 10/29/2023 In this episode of The Financial Quarterback, Josh questions the assumption that retirees will be in a lower tax bracket and highlights potential future tax rate increases. He differentiates between SEP IRAs and qualified retirement plans, discussing their respective pros and cons. Josh also examines the choice retirees face between renting or owning a home, considering factors like home equity and housing expenses. The episode wraps up with a discussion on the impact of social security overpayments on beneficiaries. Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! Mon, 23 Oct 2023 06:30:00 -0000 full Josh Jalinski Airdate: 10/29/2023 In this episode of The Financial Quarterback, Josh questions the assumption that retirees will be in a lower tax bracket and highlights potential future tax rate increases. He differentiates between SEP IRAs and qualified retirement plans, discussing their respective pros and cons. Josh also examines the choice retirees face between renting or owning a home, considering factors like home equity and housing expenses. The episode wraps up with a discussion on the impact of social security overpayments on beneficiaries. Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! Airdate: 10/29/2023

In this episode of The Financial Quarterback, Josh questions the assumption that retirees will be in a lower tax bracket and highlights potential future tax rate increases. He differentiates between SEP IRAs and qualified retirement plans, discussing their respective pros and cons. Josh also examines the choice retirees face between renting or owning a home, considering factors like home equity and housing expenses. The episode wraps up with a discussion on the impact of social security overpayments on beneficiaries.

Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game!

]]> 2611 Tax Reduction Strategies w/ Tom Wheelwright Airdate: 10/28/2023 On today's show, Josh Jalinski is joined by Tom Wheelwright, tax expert and CEO of WealthAbility, for a detailed and practical exploration of tax strategy and financial privacy in the evolving economic landscape. Kicking off with a critical look at AI in the CPA space, the discussion progresses to evaluate the merits and drawbacks of using advanced technologies in accounting and tax planning. The duo dives into the implications and concerns stemming from the Corporate Transparency Act, providing insights into how it impacts trusts, beneficial owner disclosures, and overall financial privacy. The conversation then shifts towards strategic wealth-building, touching on the savvy use of assets, agricultural investments, and charitable deductions, with Tom providing actionable advice and real-life examples of maximizing wealth while minimizing tax liabilities. Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! Mon, 16 Oct 2023 06:30:00 -0000 full Josh Jalinski Airdate: 10/28/2023 On today's show, Josh Jalinski is joined by Tom Wheelwright, tax expert and CEO of WealthAbility, for a detailed and practical exploration of tax strategy and financial privacy in the evolving economic landscape. Kicking off with a critical look at AI in the CPA space, the discussion progresses to evaluate the merits and drawbacks of using advanced technologies in accounting and tax planning. The duo dives into the implications and concerns stemming from the Corporate Transparency Act, providing insights into how it impacts trusts, beneficial owner disclosures, and overall financial privacy. The conversation then shifts towards strategic wealth-building, touching on the savvy use of assets, agricultural investments, and charitable deductions, with Tom providing actionable advice and real-life examples of maximizing wealth while minimizing tax liabilities. Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! Airdate: 10/28/2023

On today's show, Josh Jalinski is joined by Tom Wheelwright, tax expert and CEO of WealthAbility, for a detailed and practical exploration of tax strategy and financial privacy in the evolving economic landscape. Kicking off with a critical look at AI in the CPA space, the discussion progresses to evaluate the merits and drawbacks of using advanced technologies in accounting and tax planning. The duo dives into the implications and concerns stemming from the Corporate Transparency Act, providing insights into how it impacts trusts, beneficial owner disclosures, and overall financial privacy. The conversation then shifts towards strategic wealth-building, touching on the savvy use of assets, agricultural investments, and charitable deductions, with Tom providing actionable advice and real-life examples of maximizing wealth while minimizing tax liabilities.

Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game!

]]> 3330 How Inflation is Eroding Savings & Pushing Americans into a Paycheck to Paycheck Existence Airdate: 10/22/2023 Josh busts pervasive retirement myths, starting with the often-misunderstood limitations of Social Security and Medicare, and the reality of post-retirement expenses. He then tackles the myth of guaranteed work longevity and the illusion of drastically reduced costs in retirement, followed by a crucial discussion on the necessity of diversified, savvy investing. Shifting gears, Josh addresses the financial and legal considerations for grandparents raising grandchildren, offering insights into available assistance and tax benefits. He wraps up by emphasizing the importance of regular financial check-ups, especially in the face of inflation and rising living costs, and explores why even six-figure salaries are no longer a surefire safeguard against living paycheck to paycheck. Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! Thu, 12 Oct 2023 06:30:00 -0000 full Josh Jalinski Airdate: 10/22/2023 Josh busts pervasive retirement myths, starting with the often-misunderstood limitations of Social Security and Medicare, and the reality of post-retirement expenses. He then tackles the myth of guaranteed work longevity and the illusion of drastically reduced costs in retirement, followed by a crucial discussion on the necessity of diversified, savvy investing. Shifting gears, Josh addresses the financial and legal considerations for grandparents raising grandchildren, offering insights into available assistance and tax benefits. He wraps up by emphasizing the importance of regular financial check-ups, especially in the face of inflation and rising living costs, and explores why even six-figure salaries are no longer a surefire safeguard against living paycheck to paycheck. Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! Airdate: 10/22/2023

Josh busts pervasive retirement myths, starting with the often-misunderstood limitations of Social Security and Medicare, and the reality of post-retirement expenses. He then tackles the myth of guaranteed work longevity and the illusion of drastically reduced costs in retirement, followed by a crucial discussion on the necessity of diversified, savvy investing. Shifting gears, Josh addresses the financial and legal considerations for grandparents raising grandchildren, offering insights into available assistance and tax benefits. He wraps up by emphasizing the importance of regular financial check-ups, especially in the face of inflation and rising living costs, and explores why even six-figure salaries are no longer a surefire safeguard against living paycheck to paycheck.

Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game!

]]> 3357 Social Security Snags, Retirement Riddles, and Financial Firestorms Airdate: 10/15/2023 Josh kicks things off by unraveling the intricacies of Social Security's 2024 COLA, then swiftly moves into a critical analysis of how Medicare premium hikes could potentially offset COLA benefits for retirees, followed by a thorough exploration of the strategic decision-making involved in early versus late Social Security claiming. He then pivots to dissect the tax nuances of Roth IRA conversions, and wraps up by spotlighting the daunting financial vortex faced by workers juggling credit card debt, soaring college costs, and family financial obligations, all while weaving in practical advice and exploring how employers can step up to alleviate these financial burdens through supportive initiatives and programs. Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! Mon, 09 Oct 2023 06:30:00 -0000 full Josh Jalinski Airdate: 10/15/2023 Josh kicks things off by unraveling the intricacies of Social Security's 2024 COLA, then swiftly moves into a critical analysis of how Medicare premium hikes could potentially offset COLA benefits for retirees, followed by a thorough exploration of the strategic decision-making involved in early versus late Social Security claiming. He then pivots to dissect the tax nuances of Roth IRA conversions, and wraps up by spotlighting the daunting financial vortex faced by workers juggling credit card debt, soaring college costs, and family financial obligations, all while weaving in practical advice and exploring how employers can step up to alleviate these financial burdens through supportive initiatives and programs. Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! Airdate: 10/15/2023

Josh kicks things off by unraveling the intricacies of Social Security's 2024 COLA, then swiftly moves into a critical analysis of how Medicare premium hikes could potentially offset COLA benefits for retirees, followed by a thorough exploration of the strategic decision-making involved in early versus late Social Security claiming. He then pivots to dissect the tax nuances of Roth IRA conversions, and wraps up by spotlighting the daunting financial vortex faced by workers juggling credit card debt, soaring college costs, and family financial obligations, all while weaving in practical advice and exploring how employers can step up to alleviate these financial burdens through supportive initiatives and programs.

Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game!

]]> 3385 Dissecting the Realities of Smart Spending and Saving Traps Airdate: 10/08/2023 Josh kicks off the episode by presenting the Q1 2023 average IRA and 401k balances, illustrating a notable gap in retirement savings across the board. He advocates for a 15% income saving strategy, providing listeners with a tangible target for their retirement planning. The discussion then pivots to the importance of understanding and managing risk in investments, with a focus on balancing risk tolerance and capacity. Josh shares the top CD rates for 2023, offering insights into current investment opportunities. The latter part of the episode delves into smart spending habits, where Josh explores the potential downsides of bulk buying, DIY home projects, and navigating through insurance plan options. He emphasizes the importance of distinguishing between genuine needs and perceived savings, ensuring listeners can make informed financial decisions. Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! Thu, 05 Oct 2023 06:30:00 -0000 full Josh Jalinski Airdate: 10/08/2023 Josh kicks off the episode by presenting the Q1 2023 average IRA and 401k balances, illustrating a notable gap in retirement savings across the board. He advocates for a 15% income saving strategy, providing listeners with a tangible target for their retirement planning. The discussion then pivots to the importance of understanding and managing risk in investments, with a focus on balancing risk tolerance and capacity. Josh shares the top CD rates for 2023, offering insights into current investment opportunities. The latter part of the episode delves into smart spending habits, where Josh explores the potential downsides of bulk buying, DIY home projects, and navigating through insurance plan options. He emphasizes the importance of distinguishing between genuine needs and perceived savings, ensuring listeners can make informed financial decisions. Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! Airdate: 10/08/2023

Josh kicks off the episode by presenting the Q1 2023 average IRA and 401k balances, illustrating a notable gap in retirement savings across the board. He advocates for a 15% income saving strategy, providing listeners with a tangible target for their retirement planning. The discussion then pivots to the importance of understanding and managing risk in investments, with a focus on balancing risk tolerance and capacity. Josh shares the top CD rates for 2023, offering insights into current investment opportunities. The latter part of the episode delves into smart spending habits, where Josh explores the potential downsides of bulk buying, DIY home projects, and navigating through insurance plan options. He emphasizes the importance of distinguishing between genuine needs and perceived savings, ensuring listeners can make informed financial decisions.

Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game!

]]> 3330 Cash In on Chaos: Uncovering Investment Gems & Estate Safeguards Airdate: 10/07/2023 Josh kicks things off by delving into the concept of creative destruction in capitalism, illustrating how companies that disrupt the status quo can be promising investment avenues. As he transitions into the live caller segment, he tackles a variety of questions, particularly around annuities, helping listeners understand their benefits and tax implications. A discussion on Individual Retirement Accounts (IRAs) follows, where Josh clears common confusions and offers tips to optimize them for long-term benefits. In the final segment, Josh discusses estate planning, where he shares practical advice on ensuring equal inheritances and thoughtful long-term planning.  Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! Mon, 02 Oct 2023 06:30:00 -0000 full Josh Jalinski Airdate: 10/07/2023 Josh kicks things off by delving into the concept of creative destruction in capitalism, illustrating how companies that disrupt the status quo can be promising investment avenues. As he transitions into the live caller segment, he tackles a variety of questions, particularly around annuities, helping listeners understand their benefits and tax implications. A discussion on Individual Retirement Accounts (IRAs) follows, where Josh clears common confusions and offers tips to optimize them for long-term benefits. In the final segment, Josh discusses estate planning, where he shares practical advice on ensuring equal inheritances and thoughtful long-term planning.  Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! Airdate: 10/07/2023

Josh kicks things off by delving into the concept of creative destruction in capitalism, illustrating how companies that disrupt the status quo can be promising investment avenues. As he transitions into the live caller segment, he tackles a variety of questions, particularly around annuities, helping listeners understand their benefits and tax implications. A discussion on Individual Retirement Accounts (IRAs) follows, where Josh clears common confusions and offers tips to optimize them for long-term benefits. In the final segment, Josh discusses estate planning, where he shares practical advice on ensuring equal inheritances and thoughtful long-term planning. 

Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game!

]]> 2882 Investing for Longevity: Diverse Strategies for a Prosperous Future Airdate: 10/01/2023 Josh discusses a range of financial topics like retirement planning, investment strategies, and tax considerations. Josh emphasizes the importance of understanding one's risk profile and diversifying investments. He explores the idea of risk pooling in retirement income planning and talks about the benefits of lifetime annuities. The discussion moves forward as listeners ask questions about IRA contributions, inherited IRA distributions, and TSP loans. Josh also touches on the possibility of working into old age and how increasing life expectancy impacts retirement planning. The conversation takes a turn when a caller inquires about relocating for tax benefits, leading to a discussion about the financial advantages of moving to Delaware versus the emotional cost of being far from family. In the final segment, callers ask about the rules surrounding Required Minimum Distributions (RMDs) from retirement accounts. Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! Fri, 29 Sep 2023 06:30:00 -0000 full Josh Jalinski Airdate: 10/01/2023 Josh discusses a range of financial topics like retirement planning, investment strategies, and tax considerations. Josh emphasizes the importance of understanding one's risk profile and diversifying investments. He explores the idea of risk pooling in retirement income planning and talks about the benefits of lifetime annuities. The discussion moves forward as listeners ask questions about IRA contributions, inherited IRA distributions, and TSP loans. Josh also touches on the possibility of working into old age and how increasing life expectancy impacts retirement planning. The conversation takes a turn when a caller inquires about relocating for tax benefits, leading to a discussion about the financial advantages of moving to Delaware versus the emotional cost of being far from family. In the final segment, callers ask about the rules surrounding Required Minimum Distributions (RMDs) from retirement accounts. Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! Airdate: 10/01/2023

Josh discusses a range of financial topics like retirement planning, investment strategies, and tax considerations. Josh emphasizes the importance of understanding one's risk profile and diversifying investments. He explores the idea of risk pooling in retirement income planning and talks about the benefits of lifetime annuities. The discussion moves forward as listeners ask questions about IRA contributions, inherited IRA distributions, and TSP loans. Josh also touches on the possibility of working into old age and how increasing life expectancy impacts retirement planning. The conversation takes a turn when a caller inquires about relocating for tax benefits, leading to a discussion about the financial advantages of moving to Delaware versus the emotional cost of being far from family. In the final segment, callers ask about the rules surrounding Required Minimum Distributions (RMDs) from retirement accounts.

Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game!

]]> 3051 Are You Overlooking These Tax-Exempt Income Sources? Airdate: 09/30/2023 Josh dives into the advantages and drawbacks of different tax-exempt income sources such as Roth IRAs, municipal bonds, and permanent life insurance, emphasizing the value of building tax-exempt income for potential future tax hikes. He guides listeners on smart financing for expenses like home repairs by considering factors like interest rates and tax implications. When a listener asks about CD rates, Josh transitions to discuss concerns about stock market fluctuations and buying opportunities. The conversation takes a turn as a cautionary tale about long-term care insurance is shared by a caller, leading Josh to explain the options for long-term care insurance, especially in your 70s. He also offers advice on asset allocation for older individuals, stressing the importance of having an equity component to fight inflation. Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! Thu, 28 Sep 2023 06:30:00 -0000 full Josh Jalinski Airdate: 09/30/2023 Josh dives into the advantages and drawbacks of different tax-exempt income sources such as Roth IRAs, municipal bonds, and permanent life insurance, emphasizing the value of building tax-exempt income for potential future tax hikes. He guides listeners on smart financing for expenses like home repairs by considering factors like interest rates and tax implications. When a listener asks about CD rates, Josh transitions to discuss concerns about stock market fluctuations and buying opportunities. The conversation takes a turn as a cautionary tale about long-term care insurance is shared by a caller, leading Josh to explain the options for long-term care insurance, especially in your 70s. He also offers advice on asset allocation for older individuals, stressing the importance of having an equity component to fight inflation. Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! Airdate: 09/30/2023

Josh dives into the advantages and drawbacks of different tax-exempt income sources such as Roth IRAs, municipal bonds, and permanent life insurance, emphasizing the value of building tax-exempt income for potential future tax hikes. He guides listeners on smart financing for expenses like home repairs by considering factors like interest rates and tax implications. When a listener asks about CD rates, Josh transitions to discuss concerns about stock market fluctuations and buying opportunities. The conversation takes a turn as a cautionary tale about long-term care insurance is shared by a caller, leading Josh to explain the options for long-term care insurance, especially in your 70s. He also offers advice on asset allocation for older individuals, stressing the importance of having an equity component to fight inflation.

Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game!

]]> 3108 Is Tax Diversification Your Golden Ticket to a Stress-Free Retirement? Airdate: 09/24/2023 Josh dives into the necessity of tax planning in retirement, shedding light on the looming impact of shifting tax laws. He accentuates the importance of a flexible retirement distribution strategy to weather market volatility and adapt to lifestyle changes. By exploring tax diversification and employing tax-exempt income sources, Josh demonstrates how to substantially mitigate tax liabilities. He delves into utilizing tax deductions and credits like cost segregation studies and solar tax credits as potent tools to offset tax burdens. Callers contribute to the discussion with their worries about Medicaid and nursing home costs, and question the balance between Social Security and IRA for property investment. Through detailed breakdowns of strategic bracket management and generating tax-exempt income, Josh provides a robust roadmap for attaining a tax-efficient retirement. Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! Mon, 25 Sep 2023 06:30:00 -0000 full Josh Jalinski Airdate: 09/24/2023 Josh dives into the necessity of tax planning in retirement, shedding light on the looming impact of shifting tax laws. He accentuates the importance of a flexible retirement distribution strategy to weather market volatility and adapt to lifestyle changes. By exploring tax diversification and employing tax-exempt income sources, Josh demonstrates how to substantially mitigate tax liabilities. He delves into utilizing tax deductions and credits like cost segregation studies and solar tax credits as potent tools to offset tax burdens. Callers contribute to the discussion with their worries about Medicaid and nursing home costs, and question the balance between Social Security and IRA for property investment. Through detailed breakdowns of strategic bracket management and generating tax-exempt income, Josh provides a robust roadmap for attaining a tax-efficient retirement. Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! Airdate: 09/24/2023

Josh dives into the necessity of tax planning in retirement, shedding light on the looming impact of shifting tax laws. He accentuates the importance of a flexible retirement distribution strategy to weather market volatility and adapt to lifestyle changes. By exploring tax diversification and employing tax-exempt income sources, Josh demonstrates how to substantially mitigate tax liabilities. He delves into utilizing tax deductions and credits like cost segregation studies and solar tax credits as potent tools to offset tax burdens. Callers contribute to the discussion with their worries about Medicaid and nursing home costs, and question the balance between Social Security and IRA for property investment. Through detailed breakdowns of strategic bracket management and generating tax-exempt income, Josh provides a robust roadmap for attaining a tax-efficient retirement.

Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game!

]]> 3194 Is the IRS Holding Back Your Retirement Dreams? Airdate: 09/23/2023 Dive in with Josh as he first tackles the ripple effects of the IRS's recent decision to delay 401k catch-up contributions. For high earners, this shift could be a game-changer. What's next on the horizon? As many inch closer to retirement, Josh lays out a comprehensive blueprint, starting with the nuances of selecting the ideal health insurance and then transitioning into strategic investment shifts crucial for the pre-retirement phase. The episode heats up with a spirited debate on the pros and cons of paperless tax filing. Listen in as a concerned caller shares firsthand hesitations about the digital evolution. Then, a timely detour into the world of Social Security as another listener grapples with the perennial question: when is the optimal time to claim benefits? Rounding off, Josh spotlights the top 10 rapidly escalating expenses that older Americans should have on their radar. Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! Thu, 21 Sep 2023 06:30:00 -0000 full Josh Jalinski Airdate: 09/23/2023 Dive in with Josh as he first tackles the ripple effects of the IRS's recent decision to delay 401k catch-up contributions. For high earners, this shift could be a game-changer. What's next on the horizon? As many inch closer to retirement, Josh lays out a comprehensive blueprint, starting with the nuances of selecting the ideal health insurance and then transitioning into strategic investment shifts crucial for the pre-retirement phase. The episode heats up with a spirited debate on the pros and cons of paperless tax filing. Listen in as a concerned caller shares firsthand hesitations about the digital evolution. Then, a timely detour into the world of Social Security as another listener grapples with the perennial question: when is the optimal time to claim benefits? Rounding off, Josh spotlights the top 10 rapidly escalating expenses that older Americans should have on their radar. Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! Airdate: 09/23/2023

Dive in with Josh as he first tackles the ripple effects of the IRS's recent decision to delay 401k catch-up contributions. For high earners, this shift could be a game-changer. What's next on the horizon? As many inch closer to retirement, Josh lays out a comprehensive blueprint, starting with the nuances of selecting the ideal health insurance and then transitioning into strategic investment shifts crucial for the pre-retirement phase. The episode heats up with a spirited debate on the pros and cons of paperless tax filing. Listen in as a concerned caller shares firsthand hesitations about the digital evolution. Then, a timely detour into the world of Social Security as another listener grapples with the perennial question: when is the optimal time to claim benefits? Rounding off, Josh spotlights the top 10 rapidly escalating expenses that older Americans should have on their radar.

Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game!

]]> 2990 "When's the Best Date to Retire? Navigating IRS Changes, Financial Blueprints, and More In this episode, Josh delves into the IRS's delay on 401k catch-up contributions and what it means for high earners. As retirement approaches, he outlines key steps, from health insurance to investment strategy shifts. The hot topic of paperless tax filing is debated, with a caller sharing firsthand concerns. Another listener poses a pressing question about the optimal time to take Social Security benefits. Then, Josh highlights the top 10 fastest-growing costs for older Americans. Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! Mon, 18 Sep 2023 06:33:00 -0000 full Josh Jalinski In this episode, Josh delves into the IRS's delay on 401k catch-up contributions and what it means for high earners. As retirement approaches, he outlines key steps, from health insurance to investment strategy shifts. The hot topic of paperless tax filing is debated, with a caller sharing firsthand concerns. Another listener poses a pressing question about the optimal time to take Social Security benefits. Then, Josh highlights the top 10 fastest-growing costs for older Americans. Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! In this episode, Josh delves into the IRS's delay on 401k catch-up contributions and what it means for high earners. As retirement approaches, he outlines key steps, from health insurance to investment strategy shifts. The hot topic of paperless tax filing is debated, with a caller sharing firsthand concerns. Another listener poses a pressing question about the optimal time to take Social Security benefits. Then, Josh highlights the top 10 fastest-growing costs for older Americans.

Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game!

]]> 3018 Why Are So Many American Seniors Living in Poverty? Airdate: 09/09/2023 Josh starts by talking about some of the biggest headlines in the finance world this week: Larry Fink, CEO of BlackRock Investing, said he'll no longer use the buzzword "ESG" (Environmental, Social, and Governance) investing. Then he shares guidance on estate planning for couples, and how to stay out of poverty in retirement. Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! Tue, 15 Aug 2023 21:47:00 -0000 full Josh Jalinski Airdate: 09/09/2023 Josh starts by talking about some of the biggest headlines in the finance world this week: Larry Fink, CEO of BlackRock Investing, said he'll no longer use the buzzword "ESG" (Environmental, Social, and Governance) investing. Then he shares guidance on estate planning for couples, and how to stay out of poverty in retirement. Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! Airdate: 09/09/2023

Josh starts by talking about some of the biggest headlines in the finance world this week: Larry Fink, CEO of BlackRock Investing, said he'll no longer use the buzzword "ESG" (Environmental, Social, and Governance) investing. Then he shares guidance on estate planning for couples, and how to stay out of poverty in retirement.

Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game!

]]> 2977 Listeners Ask About Wind Farms, When to Tip, and More Airdate: 09/02/2023 A listener asks Josh about his perspective on the wind farms in New Jersey, and their impact on whales. Another listener wants to know who to tip — the letter carrier? Uber driver? — and how much to give. Josh also receives a question about a new bill that impacts seniors on social security, and their taxes. Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! Tue, 15 Aug 2023 14:26:00 -0000 full Josh Jalinski Airdate: 09/02/2023 A listener asks Josh about his perspective on the wind farms in New Jersey, and their impact on whales. Another listener wants to know who to tip — the letter carrier? Uber driver? — and how much to give. Josh also receives a question about a new bill that impacts seniors on social security, and their taxes. Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! Airdate: 09/02/2023

A listener asks Josh about his perspective on the wind farms in New Jersey, and their impact on whales. Another listener wants to know who to tip — the letter carrier? Uber driver? — and how much to give. Josh also receives a question about a new bill that impacts seniors on social security, and their taxes.

Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game!

]]> 3230 What The IRA's New Rules Mean for Your Money, Plus Listener Questions Airdate: 08/27/2023 Josh talks about new rules from the IRA, and how they impact retirement planning. He also talks about stagflation, and what it could mean for a portfolio. Then he answers listener questions including: I'm 71 years old. At what age do I have to start taking the minimum required distribution from the Roth IRA? When should you sell, in the dividend reinvestment program (DRIP)? When a minor inherits your Roth, do they have to pay taxes, or spend the money within a certain amount of time? How should one invest in oil? Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! Mon, 14 Aug 2023 21:06:00 -0000 full Josh Jalinski Airdate: 08/27/2023 Josh talks about new rules from the IRA, and how they impact retirement planning. He also talks about stagflation, and what it could mean for a portfolio. Then he answers listener questions including: I'm 71 years old. At what age do I have to start taking the minimum required distribution from the Roth IRA? When should you sell, in the dividend reinvestment program (DRIP)? When a minor inherits your Roth, do they have to pay taxes, or spend the money within a certain amount of time? How should one invest in oil? Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! Airdate: 08/27/2023

Josh talks about new rules from the IRA, and how they impact retirement planning. He also talks about stagflation, and what it could mean for a portfolio. Then he answers listener questions including: I'm 71 years old. At what age do I have to start taking the minimum required distribution from the Roth IRA? When should you sell, in the dividend reinvestment program (DRIP)? When a minor inherits your Roth, do they have to pay taxes, or spend the money within a certain amount of time? How should one invest in oil?

Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game!

]]> 3201 How to Shift Your Mindset from Saving to Spending, and Other Listener Questions Airdate: 08/26/2023 Josh starts by talking about the legal battles Tesla is facing. Then he answers listener questions including one from a 75-year-old who asks, how do you shift your mindset from accumulating wealth throughout your lifetime, to spending and having fun in your golden years? Another listener asks: should I pay off my college debt with my 401(k) plan? Also, what's the best rate you could get for a fixed annuity from an insurance company? Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! Tue, 08 Aug 2023 20:52:00 -0000 full Josh Jalinski Airdate: 08/26/2023 Josh starts by talking about the legal battles Tesla is facing. Then he answers listener questions including one from a 75-year-old who asks, how do you shift your mindset from accumulating wealth throughout your lifetime, to spending and having fun in your golden years? Another listener asks: should I pay off my college debt with my 401(k) plan? Also, what's the best rate you could get for a fixed annuity from an insurance company? Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! Airdate: 08/26/2023

Josh starts by talking about the legal battles Tesla is facing. Then he answers listener questions including one from a 75-year-old who asks, how do you shift your mindset from accumulating wealth throughout your lifetime, to spending and having fun in your golden years? Another listener asks: should I pay off my college debt with my 401(k) plan? Also, what's the best rate you could get for a fixed annuity from an insurance company?

Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game!

]]> 2463 Fed Rate Hikes, The Mistake Parents Make That Hurts Their Children's Finances, and More Airdate: 08/20/2023 Josh was just awarded one of Forbes "America's Top Financial Security Professionals 2023", for the third year in a row (ever since the award was created). Then he covers a few different stories, including: What can we make of the recent rate hikes? How has COVID changed retirement expectations? And, the mistake that parents are making when it comes to their children's financial independence. Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! Tue, 01 Aug 2023 01:04:00 -0000 full Josh Jalinski Airdate: 08/20/2023 Josh was just awarded one of Forbes "America's Top Financial Security Professionals 2023", for the third year in a row (ever since the award was created). Then he covers a few different stories, including: What can we make of the recent rate hikes? How has COVID changed retirement expectations? And, the mistake that parents are making when it comes to their children's financial independence. Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! Airdate: 08/20/2023

Josh was just awarded one of Forbes "America's Top Financial Security Professionals 2023", for the third year in a row (ever since the award was created). Then he covers a few different stories, including: What can we make of the recent rate hikes? How has COVID changed retirement expectations? And, the mistake that parents are making when it comes to their children's financial independence.

Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game!

]]> 3075 Is This Market Value A Mirage? w/ Dr. Laurence Kotlikoff Airdate: 08/19/2023 Josh is joined by fan favorite Economist Professor Laurence J. Kotlikoff, Professor of Economics at Boston University, and best selling author of Get What's Yours and Money Magic. Together they the reality of the current economic market and the reality of a recession. Plus, did the Fed pull of the soft landing or is the current market valuation a mirage? Also, are parent plus student loans worth the debt tidal wave post graduation? And the importance of knowing what your social security pay out should be, to avoid being under or over paid. Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! Sat, 29 Jul 2023 14:00:00 -0000 full Josh Jalinski Airdate: 08/19/2023 Josh is joined by fan favorite Economist Professor Laurence J. Kotlikoff, Professor of Economics at Boston University, and best selling author of Get What's Yours and Money Magic. Together they the reality of the current economic market and the reality of a recession. Plus, did the Fed pull of the soft landing or is the current market valuation a mirage? Also, are parent plus student loans worth the debt tidal wave post graduation? And the importance of knowing what your social security pay out should be, to avoid being under or over paid. Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! Airdate: 08/19/2023

Josh is joined by fan favorite Economist Professor Laurence J. Kotlikoff, Professor of Economics at Boston University, and best selling author of Get What's Yours and Money Magic. Together they the reality of the current economic market and the reality of a recession. Plus, did the Fed pull of the soft landing or is the current market valuation a mirage? Also, are parent plus student loans worth the debt tidal wave post graduation? And the importance of knowing what your social security pay out should be, to avoid being under or over paid.

Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game!

]]> 3068 How to Use Tax-Loss Harvesting Part 2, Plus Listener Questions Airdate: 08/13/2023 In this part two on Tax-loss harvesting, Josh continues to discuss the strategy of selling a winning stock against a bad stock, and some of the issues that can complicate this. Then he answers listener questions, including: Is it wise to invest in tobacco farming? How can we prepare for the digital dollar? Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! Tue, 25 Jul 2023 10:00:00 -0000 full Josh Jalinski Airdate: 08/13/2023 In this part two on Tax-loss harvesting, Josh continues to discuss the strategy of selling a winning stock against a bad stock, and some of the issues that can complicate this. Then he answers listener questions, including: Is it wise to invest in tobacco farming? How can we prepare for the digital dollar? Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! Airdate: 08/13/2023

In this part two on Tax-loss harvesting, Josh continues to discuss the strategy of selling a winning stock against a bad stock, and some of the issues that can complicate this. Then he answers listener questions, including: Is it wise to invest in tobacco farming? How can we prepare for the digital dollar?

Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game!

]]> 2930 How to Use Volatility to Your Advantage, Plus Listener Questions Airdate: 08/12/2023 Josh offers his perspective on how to plan during volatility. Then he answers listener questions live, including: how should investors respond to the top stocks in the Nasdaq reshuffling? Is it better to hold index funds as mutual funds, or as ETFs? Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! Mon, 24 Jul 2023 22:02:00 -0000 full Josh Jalinski Airdate: 08/12/2023 Josh offers his perspective on how to plan during volatility. Then he answers listener questions live, including: how should investors respond to the top stocks in the Nasdaq reshuffling? Is it better to hold index funds as mutual funds, or as ETFs? Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! Airdate: 08/12/2023

Josh offers his perspective on how to plan during volatility. Then he answers listener questions live, including: how should investors respond to the top stocks in the Nasdaq reshuffling? Is it better to hold index funds as mutual funds, or as ETFs?

Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game!

]]> 3142 How to Use Tax-Loss Harvesting Part 1, Plus Listener Questions Airdate: 08/06/2023 Josh starts out by reflecting on whether the seven-year market cycle has changed. Then he talks about what Tax-loss harvesting is, and when he might recommend it to a client as part of their financial planning strategy. Next, he answers listener questions live, including: how will the Ukraine war, and the election, cause a recession? When you're in your 70s and risk-averse, but still want to invest, how much should you put in the stock market vs. other places? Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! Mon, 24 Jul 2023 21:42:00 -0000 full Josh Jalinski Airdate: 08/06/2023 Josh starts out by reflecting on whether the seven-year market cycle has changed. Then he talks about what Tax-loss harvesting is, and when he might recommend it to a client as part of their financial planning strategy. Next, he answers listener questions live, including: how will the Ukraine war, and the election, cause a recession? When you're in your 70s and risk-averse, but still want to invest, how much should you put in the stock market vs. other places? Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! Airdate: 08/06/2023

Josh starts out by reflecting on whether the seven-year market cycle has changed. Then he talks about what Tax-loss harvesting is, and when he might recommend it to a client as part of their financial planning strategy. Next, he answers listener questions live, including: how will the Ukraine war, and the election, cause a recession? When you're in your 70s and risk-averse, but still want to invest, how much should you put in the stock market vs. other places?

Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game!

]]> 3211 Are We Out of the Economic Woods? Airdate: 07/29/2023 Josh starts by sharing his unfiltered perspective on the companies who said they would leave Russia as a result of the war in Ukraine, but haven't. Then he answers listener questions including: can you retire on dividend paying stocks? And if so, what's a reasonable level of dividend-paying stock to go for? Lastly, are we headed for a recession? Or are we panicking unnecessarily? Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! Tue, 18 Jul 2023 23:08:00 -0000 Are We Out of the Economic Woods? full Josh Jalinski Airdate: 07/29/2023 Josh starts by sharing his unfiltered perspective on the companies who said they would leave Russia as a result of the war in Ukraine, but haven't. Then he answers listener questions including: can you retire on dividend paying stocks? And if so, what's a reasonable level of dividend-paying stock to go for? Lastly, are we headed for a recession? Or are we panicking unnecessarily? Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! Airdate: 07/29/2023

Josh starts by sharing his unfiltered perspective on the companies who said they would leave Russia as a result of the war in Ukraine, but haven't. Then he answers listener questions including: can you retire on dividend paying stocks? And if so, what's a reasonable level of dividend-paying stock to go for? Lastly, are we headed for a recession? Or are we panicking unnecessarily?

Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game!

]]> 2970 Arming Small Business Owners When Going Against the IRS with Dan Pilla Airdate: 07/23/2023 Josh is joined by Tax Expert in IRS procedure and advocate of taxpayer rights, Dan Pilla - Tax Litigation Consultant and Author. Josh and Dan do a deep dive on how to navigate the incredibly complex world of tax litigation. With more than 40 years of experience helping people solve their IRS problems Dan doles out the strategies he advises small business owners to use when fighting for their rights in audits with the IRS. Plus, tips on how small business owners can protect themselves and ensure they don't get hit with an audit or fine. Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! Sat, 08 Jul 2023 15:00:00 -0000 full Josh Jalinski Airdate: 07/23/2023 Josh is joined by Tax Expert in IRS procedure and advocate of taxpayer rights, Dan Pilla - Tax Litigation Consultant and Author. Josh and Dan do a deep dive on how to navigate the incredibly complex world of tax litigation. With more than 40 years of experience helping people solve their IRS problems Dan doles out the strategies he advises small business owners to use when fighting for their rights in audits with the IRS. Plus, tips on how small business owners can protect themselves and ensure they don't get hit with an audit or fine. Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! Airdate: 07/23/2023

Josh is joined by Tax Expert in IRS procedure and advocate of taxpayer rights, Dan Pilla - Tax Litigation Consultant and Author.

Josh and Dan do a deep dive on how to navigate the incredibly complex world of tax litigation. With more than 40 years of experience helping people solve their IRS problems Dan doles out the strategies he advises small business owners to use when fighting for their rights in audits with the IRS. Plus, tips on how small business owners can protect themselves and ensure they don't get hit with an audit or fine.

Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game!

]]> 3255 Transferring Generational Wealth w/ Ernest Fenton Airdate: 07/22/2023 Josh is joined by Estate Planning specialist, Attorney Ernest B. Fenton, the founder and Managing Partner of the Law Office of Ernest B. Fenton, and author of Your Level Up Guide to Asset Protection Trusts, and Estate Planning. Together they discuss the difference between building financial independence and transferring wealth through generations, with strategies that show how to create your family legacy, and make sure your wealth lasts for generations. Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! Sat, 08 Jul 2023 14:00:00 -0000 full Josh Jalinski Airdate: 07/22/2023 Josh is joined by Estate Planning specialist, Attorney Ernest B. Fenton, the founder and Managing Partner of the Law Office of Ernest B. Fenton, and author of Your Level Up Guide to Asset Protection Trusts, and Estate Planning. Together they discuss the difference between building financial independence and transferring wealth through generations, with strategies that show how to create your family legacy, and make sure your wealth lasts for generations. Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! Airdate: 07/22/2023

Josh is joined by Estate Planning specialist, Attorney Ernest B. Fenton, the founder and Managing Partner of the Law Office of Ernest B. Fenton, and author of Your Level Up Guide to Asset Protection Trusts, and Estate Planning. Together they discuss the difference between building financial independence and transferring wealth through generations, with strategies that show how to create your family legacy, and make sure your wealth lasts for generations.

Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game!

]]> 3269 Finding Purpose In Retirement w/ Tony Hixon Airdate: 07/16/2023 Josh is joined by Tony Hixon, Co-Founder and Chief Operating Officer of Hixon Zuercher Capital Management, and author of Stepping Stones. Tony's book is a personal story about his mother's experience with retirement and her life after a long fruitful career. Tony and Josh chat about the importance of finding purpose in retirement to balance the goal of financial stability. Tony's book focuses not only on making sure your retirement finances support your goals in retirement, but also looking for new direction in this next phase of life after you've stepped away from your career.  Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! Sun, 02 Jul 2023 00:12:00 -0000 full Josh Jalinski Airdate: 07/16/2023 Josh is joined by Tony Hixon, Co-Founder and Chief Operating Officer of Hixon Zuercher Capital Management, and author of Stepping Stones. Tony's book is a personal story about his mother's experience with retirement and her life after a long fruitful career. Tony and Josh chat about the importance of finding purpose in retirement to balance the goal of financial stability. Tony's book focuses not only on making sure your retirement finances support your goals in retirement, but also looking for new direction in this next phase of life after you've stepped away from your career.  Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! Airdate: 07/16/2023

Josh is joined by Tony Hixon, Co-Founder and Chief Operating Officer of Hixon Zuercher Capital Management, and author of Stepping Stones. Tony's book is a personal story about his mother's experience with retirement and her life after a long fruitful career. Tony and Josh chat about the importance of finding purpose in retirement to balance the goal of financial stability. Tony's book focuses not only on making sure your retirement finances support your goals in retirement, but also looking for new direction in this next phase of life after you've stepped away from your career. 

Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game!

]]> 3059 Financial Literacy Will Protect You and Your Kids w/ Bobbi Rebell Airdate: 07/15/2023 Bobbi Rebell, CFP®, Financial Journalist, author and podcast host joins Josh once again to chat investment and retirement goals. Plus, raising financially aware children and the best ways to help your kids understand and become financially literate. Check out her latest book Launching Financial Grownups: Live Your Richest Life by Helping Your (Almost) Adult Kids Become Everyday Money Smart. Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! Sat, 01 Jul 2023 14:00:00 -0000 full Josh Jalinski Airdate: 07/15/2023 Bobbi Rebell, CFP®, Financial Journalist, author and podcast host joins Josh once again to chat investment and retirement goals. Plus, raising financially aware children and the best ways to help your kids understand and become financially literate. Check out her latest book Launching Financial Grownups: Live Your Richest Life by Helping Your (Almost) Adult Kids Become Everyday Money Smart. Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! Airdate: 07/15/2023

Bobbi Rebell, CFP®, Financial Journalist, author and podcast host joins Josh once again to chat investment and retirement goals. Plus, raising financially aware children and the best ways to help your kids understand and become financially literate. Check out her latest book Launching Financial Grownups: Live Your Richest Life by Helping Your (Almost) Adult Kids Become Everyday Money Smart.

Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game!

]]> 3148 Is The Fed The Arsonist Causing Inflation? Airdate: 07/09/2023 Josh is joined by Nikolai G. Wenzel, Libertarian Author, Professor of Economics at Universidad de las Hespérides and Associate Research Faculty Member of the American Institute for Economic Research. He is a research fellow of the Institut Economique Molinari (Paris, France) and a member of the Mont Pelerin Society. Together they discuss the current market performance, economic conditions and global trends affecting investing. Plus, the inflation debate and the Fed's strategy to abate it, and whether their actions ignited it. Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! Sun, 25 Jun 2023 14:00:00 -0000 full Josh Jalinski Airdate: 07/09/2023 Josh is joined by Nikolai G. Wenzel, Libertarian Author, Professor of Economics at Universidad de las Hespérides and Associate Research Faculty Member of the American Institute for Economic Research. He is a research fellow of the Institut Economique Molinari (Paris, France) and a member of the Mont Pelerin Society. Together they discuss the current market performance, economic conditions and global trends affecting investing. Plus, the inflation debate and the Fed's strategy to abate it, and whether their actions ignited it. Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! Airdate: 07/09/2023

Josh is joined by Nikolai G. Wenzel, Libertarian Author, Professor of Economics at Universidad de las Hespérides and Associate Research Faculty Member of the American Institute for Economic Research. He is a research fellow of the Institut Economique Molinari (Paris, France) and a member of the Mont Pelerin Society.

Together they discuss the current market performance, economic conditions and global trends affecting investing. Plus, the inflation debate and the Fed's strategy to abate it, and whether their actions ignited it.

Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game!

]]> 3292 We're Not In A Recession, It's Worse w/ David Ranson Airdate: 07/08/2023 David Ranson returns to join Josh on the show. He is President and Director of Research at HCWE Inc., former professor of Economics, and assistant to the Treasury Secretary William E. Simon. David has been one of the few who was actually accurate in his prediction on inflation. Also, his thoughts on our current state of stagflation, the weak economic outlook over the next few years, and the stability of precious metals. Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! Sun, 25 Jun 2023 13:35:00 -0000 full Josh Jalinski Airdate: 07/08/2023 David Ranson returns to join Josh on the show. He is President and Director of Research at HCWE Inc., former professor of Economics, and assistant to the Treasury Secretary William E. Simon. David has been one of the few who was actually accurate in his prediction on inflation. Also, his thoughts on our current state of stagflation, the weak economic outlook over the next few years, and the stability of precious metals. Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! Airdate: 07/08/2023

David Ranson returns to join Josh on the show. He is President and Director of Research at HCWE Inc., former professor of Economics, and assistant to the Treasury Secretary William E. Simon.

David has been one of the few who was actually accurate in his prediction on inflation. Also, his thoughts on our current state of stagflation, the weak economic outlook over the next few years, and the stability of precious metals.

Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game!

]]> 3200 Uplevel Your Small Business w/ Edward Collins Airdate: 07/02/2023 Josh is joined by Edward Collins, entrepreneur and CFP Specializing in Tax Planning and Generational Wealth Building Strategies for Entrepreneurs. He is founder of Collins-Lambert Integrated Wealth Management, and the creator of Up Level Entrepreneur, a program Edward created to help business owners achieve financial freedom by teaching them the secrets of wealth protection, wealth creation, and wealth accumulation. Edward and Josh discuss the entrepreneurial mindset and the challenges small businesses face today. Plus, strategies for small businesses to keep more of their money and invest in themselves. Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! Sat, 24 Jun 2023 15:00:00 -0000 full Josh Jalinski Airdate: 07/02/2023 Josh is joined by Edward Collins, entrepreneur and CFP Specializing in Tax Planning and Generational Wealth Building Strategies for Entrepreneurs. He is founder of Collins-Lambert Integrated Wealth Management, and the creator of Up Level Entrepreneur, a program Edward created to help business owners achieve financial freedom by teaching them the secrets of wealth protection, wealth creation, and wealth accumulation. Edward and Josh discuss the entrepreneurial mindset and the challenges small businesses face today. Plus, strategies for small businesses to keep more of their money and invest in themselves. Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! Airdate: 07/02/2023

Josh is joined by Edward Collins, entrepreneur and CFP Specializing in Tax Planning and Generational Wealth Building Strategies for Entrepreneurs. He is founder of Collins-Lambert Integrated Wealth Management, and the creator of Up Level Entrepreneur, a program Edward created to help business owners achieve financial freedom by teaching them the secrets of wealth protection, wealth creation, and wealth accumulation.

Edward and Josh discuss the entrepreneurial mindset and the challenges small businesses face today. Plus, strategies for small businesses to keep more of their money and invest in themselves.

Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game!

]]> 3321 Lacy Hunt on How The American Consumer (and Economy) Is Depressed https://www.spreaker.com/user/9809137/fqb-podcast-061823 Airdate: 07/01/2023 Josh is joined by the always wise and highly insightful Dr. Lacy Hunt Ph.D, Financial author, internationally known economist, and Executive Vice President and Chief Economist of Hoisington Investment Management Company. Josh and Lacy discuss the incessant inflation effect on the American economy, plus the depressing effect in consumer spending in the U.S.. Also, real estate conditions across the country and the role of regionalization. Finally, the question of whether or not we're in or heading towards recession. Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! Sun, 18 Jun 2023 14:22:00 -0000 full Josh Jalinski Airdate: 07/01/2023 Josh is joined by the always wise and highly insightful Dr. Lacy Hunt Ph.D, Financial author, internationally known economist, and Executive Vice President and Chief Economist of Hoisington Investment Management Company. Josh and Lacy discuss the incessant inflation effect on the American economy, plus the depressing effect in consumer spending in the U.S.. Also, real estate conditions across the country and the role of regionalization. Finally, the question of whether or not we're in or heading towards recession. Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! Airdate: 07/01/2023

Josh is joined by the always wise and highly insightful Dr. Lacy Hunt Ph.D, Financial author, internationally known economist, and Executive Vice President and Chief Economist of Hoisington Investment Management Company.

Josh and Lacy discuss the incessant inflation effect on the American economy, plus the depressing effect in consumer spending in the U.S.. Also, real estate conditions across the country and the role of regionalization. Finally, the question of whether or not we're in or heading towards recession.

Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game!

]]> 3104 no Building Generational Wealth w/ James Hughes https://www.spreaker.com/user/9809137/fqb-podcast-061723-10am Airdate: 06/25/2023 Josh is joined by James Hughes, retired estate planning lawyer/expert and author of numerous books including Family Wealth: Keeping It in the Family, and of Family. Together they discuss how to align your family goals with your financial goals, and the importance of putting family first when planning generational wealth. Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! Sat, 17 Jun 2023 16:08:00 -0000 full Josh Jalinski Airdate: 06/25/2023 Josh is joined by James Hughes, retired estate planning lawyer/expert and author of numerous books including Family Wealth: Keeping It in the Family, and of Family. Together they discuss how to align your family goals with your financial goals, and the importance of putting family first when planning generational wealth. Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! Airdate: 06/25/2023

Josh is joined by James Hughes, retired estate planning lawyer/expert and author of numerous books including Family Wealth: Keeping It in the Family, and of Family. Together they discuss how to align your family goals with your financial goals, and the importance of putting family first when planning generational wealth.

Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game!

]]> 3221 no 8% Returns ARE Possible w/ Tom Jacobs https://www.spreaker.com/user/9809137/fqb-podcast-061723-9am Airdate: 06/24/2023 Josh is joined by Tom Jacobs, Partner & Investment Advisor at Huckleberry Capital Management, and co-author of How To Retire On Dividends. Together Josh and Tom discuss various investment strategies and that it is possible to earn 8% or more on returns without high risk. Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! Sat, 17 Jun 2023 15:50:00 -0000 full Josh Jalinski Airdate: 06/24/2023 Josh is joined by Tom Jacobs, Partner & Investment Advisor at Huckleberry Capital Management, and co-author of How To Retire On Dividends. Together Josh and Tom discuss various investment strategies and that it is possible to earn 8% or more on returns without high risk. Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! Airdate: 06/24/2023

Josh is joined by Tom Jacobs, Partner & Investment Advisor at Huckleberry Capital Management, and co-author of How To Retire On Dividends. Together Josh and Tom discuss various investment strategies and that it is possible to earn 8% or more on returns without high risk.

Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game!

]]> 3291 no A Guide to Saving Money, Grow Savings, and Start Investing https://www.spreaker.com/user/9809137/fqb-podcast-061123 Airdate: 06/17/2023 Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! Sun, 11 Jun 2023 16:12:00 -0000 full Josh Jalinski Airdate: 06/17/2023 Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! Airdate: 06/17/2023

Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game!

]]> 3019 no Are We Really in a Recession? w/ David Ranson https://www.spreaker.com/user/9809137/fqb-podcast-061023-10am Airdate: 06/11/2023 David Ranson returns to join Josh on the show. He is President and Director of Research at HCWE Inc., former professor of Economics, and assistant to the Treasury Secretary William E. Simon. David has been one of the few who was actually accurate in his prediction on inflation. Also, his thoughts on our current state of stagflation, the weak economic outlook over the next few years, and the stability of precious metals. Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! Sat, 10 Jun 2023 18:54:00 -0000 full Josh Jalinski Airdate: 06/11/2023 David Ranson returns to join Josh on the show. He is President and Director of Research at HCWE Inc., former professor of Economics, and assistant to the Treasury Secretary William E. Simon. David has been one of the few who was actually accurate in his prediction on inflation. Also, his thoughts on our current state of stagflation, the weak economic outlook over the next few years, and the stability of precious metals. Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! Airdate: 06/11/2023

David Ranson returns to join Josh on the show. He is President and Director of Research at HCWE Inc., former professor of Economics, and assistant to the Treasury Secretary William E. Simon.

David has been one of the few who was actually accurate in his prediction on inflation. Also, his thoughts on our current state of stagflation, the weak economic outlook over the next few years, and the stability of precious metals.

Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game!

]]> 3201 no Are We Headed Back to A Bull Market? https://www.spreaker.com/user/9809137/fqb-podcast-061023-9am Airdate: 06/10/2023 Josh has some advice on ensuring a financially sound retirement, since many Americans aren't sure that's a realistic possibility. Plus, how to take advantage of current higher interest investment vehicles, and advice on Medicare. Also, Josh is skeptical that we're headed toward a new bull market, and being smart about when to take Social Security. Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! Sat, 10 Jun 2023 18:23:00 -0000 full Josh Jalinski Airdate: 06/10/2023 Josh has some advice on ensuring a financially sound retirement, since many Americans aren't sure that's a realistic possibility. Plus, how to take advantage of current higher interest investment vehicles, and advice on Medicare. Also, Josh is skeptical that we're headed toward a new bull market, and being smart about when to take Social Security. Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! Airdate: 06/10/2023

Josh has some advice on ensuring a financially sound retirement, since many Americans aren't sure that's a realistic possibility. Plus, how to take advantage of current higher interest investment vehicles, and advice on Medicare. Also, Josh is skeptical that we're headed toward a new bull market, and being smart about when to take Social Security.

Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game!

]]> 3170 no Preserving Small Businesses Through Succession w/ Julie Charlestein https://www.spreaker.com/user/9809137/fqb-podcast-060423-9am Airdate: 06/04/2023 Josh is joined by Julie Charlestein, Philadelphia-based business leader and healthcare innovator who serves as the fourth-generation CEO of Premier Dental, and author of her new Wall Street Journal bestseller HOW TO LEAD YOUR FAMILY BUSINESS: Excelling Through Unexpected Crises, Choices, and Challenges (Available now). Josh and Julie discuss the importance of family run businesses and how to properly set a succession plan as businesses change hands among family, to avoid infighting and the loss of generational wealth. Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! Sun, 04 Jun 2023 14:28:00 -0000 full Josh Jalinski Airdate: 06/04/2023 Josh is joined by Julie Charlestein, Philadelphia-based business leader and healthcare innovator who serves as the fourth-generation CEO of Premier Dental, and author of her new Wall Street Journal bestseller HOW TO LEAD YOUR FAMILY BUSINESS: Excelling Through Unexpected Crises, Choices, and Challenges (Available now). Josh and Julie discuss the importance of family run businesses and how to properly set a succession plan as businesses change hands among family, to avoid infighting and the loss of generational wealth. Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! Airdate: 06/04/2023

Josh is joined by Julie Charlestein, Philadelphia-based business leader and healthcare innovator who serves as the fourth-generation CEO of Premier Dental, and author of her new Wall Street Journal bestseller HOW TO LEAD YOUR FAMILY BUSINESS: Excelling Through Unexpected Crises, Choices, and Challenges (Available now).

Josh and Julie discuss the importance of family run businesses and how to properly set a succession plan as businesses change hands among family, to avoid infighting and the loss of generational wealth.


Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game!

]]> 3196 no Getting to Zero Tax Bracket w/ David McKnight https://www.spreaker.com/user/9809137/fqb-podcast-060323-10am Airdate: 06/03/2023 Fan favorite tax strategist and best selling author David McKnight is back with Josh. Together they discuss David's step by step process to get the zero tax bracket in retirement. It's no secret that tax rates are only going up and getting to the zero tax bracket is how to preserve your wealth. Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! Sat, 03 Jun 2023 18:32:00 -0000 full Josh Jalinski Airdate: 06/03/2023 Fan favorite tax strategist and best selling author David McKnight is back with Josh. Together they discuss David's step by step process to get the zero tax bracket in retirement. It's no secret that tax rates are only going up and getting to the zero tax bracket is how to preserve your wealth. Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game! Airdate: 06/03/2023

Fan favorite tax strategist and best selling author David McKnight is back with Josh. Together they discuss David's step by step process to get the zero tax bracket in retirement. It's no secret that tax rates are only going up and getting to the zero tax bracket is how to preserve your wealth.

Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game!

]]> 3296 no