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Josh Jalinski

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The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing
The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and InvestingIs the 60/40 Portfolio Dead? Four New Strategies for RetirementStill 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rising rates, and market volatility reshaping the game, Josh reveals four modern portfolio strategies that go beyond outdated financial rules.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 Le...
2025-07-1724 minThe Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing
The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and InvestingBig Beautiful Law and how it may affect YouIn 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...
2025-07-0938 minThe Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing
The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and InvestingEp 32 - The One-Yard Line of Your Financial FutureAre 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...
2025-05-2638 minThe Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing
The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and InvestingEp 18 - The Impact of War on the US EconomyHow 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...
2025-05-1239 minThe Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing
The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and InvestingEpisode 60 - The Truth About WealthWhat 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 an...
2025-05-0743 minThe Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing
The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and InvestingEpisode 59 - The Real Reason Roth IRAs Are TrendingWhat 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 gain...
2025-04-3035 minThe Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing
The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and InvestingLIVE 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 stabi...
2025-04-2136 minThe Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing
The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and InvestingEp 58 - What Baseball Stats Can Teach You About MoneyAre 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...
2025-04-1635 minThe Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing
The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and InvestingEp 56 - How Eggflation Became the Symbol of America’s Money ProblemWhy 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 inflatio...
2025-04-0241 minThe Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing
The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and InvestingEp 55 - How Companies Killed Pensions and Passed the Bill to YouAre 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...
2025-03-2633 minThe Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing
The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and InvestingEp 46 - Structuring Your Small Business to Save on TaxesHow 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 Poin...
2025-01-1534 minThe Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing
The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and InvestingEp 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 tr...
2025-01-0323 minThe Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing
The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and InvestingEp 28 - Why Taxpayers Keep Paying for Billionaire StadiumsAre 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...
2025-01-0145 minThe Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing
The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and InvestingEp 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...
2024-12-1828 minThe Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing
The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and InvestingEp 42 - What Disney Tells Us About America’s Love for ConsumerismHow 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...
2024-12-1131 minThe Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing
The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and InvestingEp 41 - RMD Deadlines and What Could Be at Stake for Your RetirementHow 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...
2024-11-2728 minThe Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing
The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing[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, 2024Can't get enough of the Finan...
2024-11-251h 46The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing
The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and InvestingEp 40 - Inside the Money Wars of the 2024 ElectionHow 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 m...
2024-11-2020 minThe Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing
The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and InvestingEp 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 cham...
2024-11-1331 minThe Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing
The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and InvestingFROM THE ARCHIVES: Why the National Debt Is a Ticking Time Bomb w/ Peter SchiffOriginal Air Date: February 17, 2017Ever 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.T...
2024-11-0454 minThe Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing
The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and InvestingAre 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 ps...
2024-10-281h 13The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing
The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and InvestingEp 36 - How to Bargain Like a Pro and Score Massive Vacation SavingsEver 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...
2024-10-2325 minThe Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing
The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and InvestingHow 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...
2024-10-211h 08The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing
The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and InvestingEp 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 ac...
2024-10-1637 minThe Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing
The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and InvestingENCORE: Ep 1 - Why Traditional Financial Planning is Failing 99% of PeopleIn 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...
2024-09-2531 minThe Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing
The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and InvestingFROM THE ARCHIVES: Kevin O’Leary’s Brutal Truths for Aspiring EntrepreneursOriginal Air Date: April 28, 2018Is 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 Tr...
2024-09-1631 minThe Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing
The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and InvestingEp 31 - How Your Kids Could Be Millionaires by 65Who 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.
2024-09-0439 minThe Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing
The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and InvestingEp 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...
2024-08-2820 minThe Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing
The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and InvestingCash 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...
2024-08-261h 03The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing
The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and InvestingEp 29 - Why Laddering Could Save Your RetirementAre 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 re...
2024-08-2131 minThe Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing
The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and InvestingIs 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...
2024-08-121h 04The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing
The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and InvestingEp 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...
2024-07-3140 minThe Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing
The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and InvestingEp 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...
2024-07-2432 minThe Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing
The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and InvestingWhy 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...
2024-07-2252 minThe Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing
The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and InvestingEp 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...
2024-07-1739 minThe Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing
The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and InvestingEp 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...
2024-07-1024 minThe Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing
The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and InvestingNavigating 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...
2024-07-0857 minThe Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing
The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing[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...
2024-07-051h 45The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing
The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and InvestingEp 22 - Why Kids Might Be Your Best Investment YetAre 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...
2024-07-0334 minThe Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing
The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and InvestingEp 21 - The Miracle of Compound InterestIs 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...
2024-06-2620 minThe Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing
The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and InvestingEp 20 - Budgeting Your Way to WealthReady 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 st...
2024-06-1940 minThe Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing
The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and InvestingEp 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.
2024-06-1256 minThe Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing
The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and InvestingEp 17 - How Pro Athlete Contracts Can Guide Your Financial DecisionsHow 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...
2024-05-2935 minThe Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing
The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and InvestingEp 16 - The Rise of Financial Scams: What YOU Need to KnowHow 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...
2024-05-2230 minThe Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing
The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and InvestingEp 15 - Mastering Asset AllocationHow 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...
2024-05-1532 minThe Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing
The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and InvestingEp 14 - Estate Planning 101What’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: inco...
2024-05-0827 minThe Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing
The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and InvestingBuilding 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...
2024-05-061h 10The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing
The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and InvestingEp 13 - The 4 Rules of Financial InstitutionsHow 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 st...
2024-05-0127 minThe Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing
The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and InvestingStrategic 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, di...
2024-04-291h 14The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing
The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and InvestingEp 12 - The Financial Commandments: Ancient Wisdom for Today's EconomyCan 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...
2024-04-2438 minThe Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing
The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and InvestingEp 11 - How to Protect Your Wealth from Silent DestroyersWhat 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...
2024-04-1727 minThe Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing
The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and InvestingIs World War III on the Horizon? Economic Warning Signs w/ Gerald CelenteIs 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...
2024-04-1557 minThe Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing
The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing[LIVE RADIO SHOW] Unemployment, Long-Term Care, and Market Trends + Listener Q&A!Air date: 04-06-2024What 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...
2024-04-121h 45The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing
The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and InvestingEp 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...
2024-04-1029 minThe Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing
The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and InvestingCrushing Debt & Retiring Early w/ Dalene HigginsIn 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...
2024-04-0854 minThe Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing
The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and InvestingEp 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...
2024-04-0331 minThe Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing
The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and InvestingEp 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/
2024-03-2725 minThe Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing
The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and InvestingEp 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...
2024-03-2025 minThe Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing
The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing[LIVE RADIO SHOW] Billionaire Land Grabs + Listener Q&A!Air date: 03-09-2024On 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...
2024-03-151h 47The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing
The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and InvestingEp 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...
2024-03-0624 minThe Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing
The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and InvestingEp 4 - Defense Wins Championships: Building Your Financial Quarterback DefenseThey 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 fo...
2024-02-2827 minThe Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing
The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and InvestingEp 3 - Shocking Economic Indicators From A Local BusinessCould 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...
2024-02-2121 minThe Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing
The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and InvestingDr. David Ranson's 2024 Financial Forecast: Oil, Gold, and InflationAirdate: 02/10/2024In 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...
2024-02-1255 minThe Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing
The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and InvestingIntroducing: The Financial Quarterback PodcastDive 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...
2024-01-3102 minThe Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing
The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and InvestingFROM THE ARCHIVES: Wade Pfau Helps You Maximize Your Retirement MileageOriginal Air Date: 10-21-17In 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...
2024-01-2550 minThe Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing
The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and InvestingFROM THE ARCHIVES: Anthony Scaramucci on Capitalizing with a ConscienceOriginal air date 05-25-2019In 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 in...
2024-01-1153 minThe Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing
The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and InvestingElon's Fight for Free Speech & the Surprising Science of BeardsAirdate: 12/31/2023In 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...
2024-01-0840 minThe Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing
The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and InvestingTom Hegna on Wealth-building SecretsAirdate: 12/30/2023In 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...
2024-01-041h 00The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing
The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and InvestingInflation Impact: From Grocery Prices to Annuity ComplexitiesAirdate: 12/23/2023In 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...
2023-12-2853 minThe Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing
The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and InvestingBONUS CONTENT: Crunching Ohtani's Numbers: A Lesson in Net Present ValueIn 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...
2023-12-2106 minThe Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing
The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and InvestingShohei Otani's Contract: A Financial Home Run or Strikeout?Airdate: 12/17/2023In 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...
2023-12-1852 minThe Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing
The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and InvestingRethinking the 60/40 Portfolio: Bonds, Benefits, and BeyondAirdate: 12/16/2023In 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...
2023-12-1454 minThe Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing
The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and InvestingJosh's Financial Forecast: Cryptocurrency Craze & Golden GainsAirdate; 12/10/2023In 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...
2023-12-1149 minThe Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing
The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and InvestingSolar Savings & EV Credits w/ JJ the CPAAirdate: 12/09/2023In 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...
2023-12-0756 minThe Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing
The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and InvestingDr. Laurence Kotlikoff on Exposing Social Security's Dark RealityAirdate: 12/03/2023In 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...
2023-12-041h 20The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing
The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and InvestingBeyond Ramsey's Rant: Jay Disberger on Retirement RatesAirdate: 11/26/2023In 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...
2023-11-271h 12The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing
The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and InvestingBONUS CONTENT: Josh Reacts to Dave Ramsey's Viral Rant on the 4% RuleIn 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...
2023-11-2326 minThe Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing
The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and InvestingFROM THE ARCHIVES: Robert Kiyosaki's Wealth-Building Secrets (PART 1)Original air date 10-7-17In 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.
2023-11-1653 minThe Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing
The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and InvestingMedicare Decisions with Danielle K. RobertsAirdate: 11/18/2023In 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 in...
2023-11-1350 minThe Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing
The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and InvestingKevin O'Leary on Shark Savvy InvestingJosh 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...
2023-11-0939 minThe Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing
The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and InvestingGeorge Gammon on Real Estate, Commodities, and BeyondAirdate: 11/11/2023This 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...
2023-11-061h 22The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing
The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and InvestingHelping Listeners' Face Financial FearsAirdate: 11/04/2023In 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...
2023-10-2653 minThe Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing
The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and InvestingSEP IRAs vs. 401(k)s: Which Wins for RetireesAirdate: 10/29/2023In 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...
2023-10-2343 minThe Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing
The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and InvestingTax Reduction Strategies w/ Tom WheelwrightAirdate: 10/28/2023On 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...
2023-10-1655 minThe Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing
The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and InvestingHow Inflation is Eroding Savings & Pushing Americans into a Paycheck to Paycheck ExistenceAirdate: 10/22/2023Josh 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...
2023-10-1255 minThe Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing
The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and InvestingDissecting the Realities of Smart Spending and Saving TrapsAirdate: 10/08/2023Josh 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...
2023-10-0555 minThe Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing
The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and InvestingCash In on Chaos: Uncovering Investment Gems & Estate SafeguardsAirdate: 10/07/2023Josh 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. 
2023-10-0248 minThe Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing
The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and InvestingInvesting for Longevity: Diverse Strategies for a Prosperous FutureAirdate: 10/01/2023Josh 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...
2023-09-2950 minThe Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing
The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and InvestingAre You Overlooking These Tax-Exempt Income Sources?Airdate: 09/30/2023Josh 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...
2023-09-2851 minThe Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing
The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and InvestingIs Tax Diversification Your Golden Ticket to a Stress-Free Retirement?Airdate: 09/24/2023Josh 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...
2023-09-2553 minThe Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing
The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and InvestingIs the IRS Holding Back Your Retirement Dreams?Airdate: 09/23/2023Dive 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...
2023-09-2149 minThe Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing
The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing"When's the Best Date to Retire? Navigating IRS Changes, Financial Blueprints, and MoreIn 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...
2023-09-1850 minThe Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing
The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and InvestingListeners Ask About Wind Farms, When to Tip, and MoreAirdate: 09/02/2023A 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...
2023-08-1553 minThe Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing
The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and InvestingArming Small Business Owners When Going Against the IRS with Dan PillaAirdate: 07/23/2023Josh 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...
2023-07-0854 minThe Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing
The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and InvestingFinding Purpose In Retirement w/ Tony HixonAirdate: 07/16/2023Josh 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. 
2023-07-0250 minThe Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing
The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and InvestingUplevel Your Small Business w/ Edward CollinsAirdate: 07/02/2023Josh 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...
2023-06-2455 minThe Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing
The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and InvestingLacy Hunt on How The American Consumer (and Economy) Is DepressedAirdate: 07/01/2023Josh 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...
2023-06-1851 minThe Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing
The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing8% Returns ARE Possible w/ Tom JacobsAirdate: 06/24/2023Josh 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!
2023-06-1754 minThe Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing
The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and InvestingAre We Headed Back to A Bull Market?Airdate: 06/10/2023Josh 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...
2023-06-1052 minThe Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing
The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and InvestingPreserving Small Businesses Through Succession w/ Julie CharlesteinAirdate: 06/04/2023Josh 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...
2023-06-0453 min