Shows / 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 Investing
Step into the financial end zone with "The Financial Quarterback® with Josh Jalinski," your weekly playbook for help in mastering the financial game, protecting your wealth, and securing your retirement. Each episode dives into crucial topics like retirement planning, financial strategies, and estate planning, offering straightforward, actionable advice to shield your wealth from higher taxes and market risks. It's the financial guidance you've been searching for, delivered in a 30-minute…
Episodes
- The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing
Cash In on Chaos: Uncovering Investment Gems & Estate Safeguards
Airdate: 10/07/2023 Josh kicks things off by delving into the concept of creative destruction in capitalism, illustrating how companies that disrupt the status…
- The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing
Investing for Longevity: Diverse Strategies for a Prosperous Future
Airdate: 10/01/2023 Josh discusses a range of financial topics like retirement planning, investment strategies, and tax considerations. Josh emphasizes the…
- The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing
Are You Overlooking These Tax-Exempt Income Sources?
Airdate: 09/30/2023 Josh dives into the advantages and drawbacks of different tax-exempt income sources such as Roth IRAs, municipal bonds, and permanent life…
- The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing
Is Tax Diversification Your Golden Ticket to a Stress-Free Retirement?
Airdate: 09/24/2023 Josh dives into the necessity of tax planning in retirement, shedding light on the looming impact of shifting tax laws. He accentuates the…
- The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing
Is the IRS Holding Back Your Retirement Dreams?
Airdate: 09/23/2023 Dive in with Josh as he first tackles the ripple effects of the IRS's recent decision to delay 401k catch-up contributions. For high…
- 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 More
In this episode, Josh delves into the IRS's delay on 401k catch-up contributions and what it means for high earners. As retirement approaches, he outlines key…
- The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing
Why Are So Many American Seniors Living in Poverty?
Airdate: 09/09/2023 Josh starts by talking about some of the biggest headlines in the finance world this week: Larry Fink, CEO of BlackRock Investing, said…
- The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing
Listeners Ask About Wind Farms, When to Tip, and More
Airdate: 09/02/2023 A listener asks Josh about his perspective on the wind farms in New Jersey, and their impact on whales. Another listener wants to know who…
- The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing
What The IRA's New Rules Mean for Your Money, Plus Listener Questions
Airdate: 08/27/2023 Josh talks about new rules from the IRA, and how they impact retirement planning. He also talks about stagflation, and what it could mean…
- The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing
How to Shift Your Mindset from Saving to Spending, and Other Listener Questions
Airdate: 08/26/2023 Josh starts by talking about the legal battles Tesla is facing. Then he answers listener questions including one from a 75-year-old who…
- The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing
Fed Rate Hikes, The Mistake Parents Make That Hurts Their Children's Finances, and More
Airdate: 08/20/2023 Josh was just awarded one of Forbes "America's Top Financial Security Professionals 2023", for the third year in a row (ever since the…
- The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing
Is This Market Value A Mirage? w/ Dr. Laurence Kotlikoff
Airdate: 08/19/2023 Josh is joined by fan favorite Economist Professor Laurence J. Kotlikoff, Professor of Economics at Boston University, and best selling…
- The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing
How to Use Tax-Loss Harvesting Part 2, Plus Listener Questions
Airdate: 08/13/2023 In this part two on Tax-loss harvesting, Josh continues to discuss the strategy of selling a winning stock against a bad stock, and some of…
- The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing
How to Use Volatility to Your Advantage, Plus Listener Questions
Airdate: 08/12/2023 Josh offers his perspective on how to plan during volatility. Then he answers listener questions live, including: how should investors…
- The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing
How to Use Tax-Loss Harvesting Part 1, Plus Listener Questions
Airdate: 08/06/2023 Josh starts out by reflecting on whether the seven-year market cycle has changed. Then he talks about what Tax-loss harvesting is, and when…
- The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing
Are We Out of the Economic Woods?
Airdate: 07/29/2023 Josh starts by sharing his unfiltered perspective on the companies who said they would leave Russia as a result of the war in Ukraine, but…
- The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing
Arming Small Business Owners When Going Against the IRS with Dan Pilla
Airdate: 07/23/2023 Josh is joined by Tax Expert in IRS procedure and advocate of taxpayer rights, Dan Pilla - Tax Litigation Consultant and Author. Josh and…
- The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing
Transferring Generational Wealth w/ Ernest Fenton
Airdate: 07/22/2023 Josh is joined by Estate Planning specialist, Attorney Ernest B. Fenton, the founder and Managing Partner of the Law Office of Ernest B…
- The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing
Finding Purpose In Retirement w/ Tony Hixon
Airdate: 07/16/2023 Josh is joined by Tony Hixon, Co-Founder and Chief Operating Officer of Hixon Zuercher Capital Management, and author of Stepping Stones…
- The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing
Financial Literacy Will Protect You and Your Kids w/ Bobbi Rebell
Airdate: 07/15/2023 Bobbi Rebell, CFP®, Financial Journalist, author and podcast host joins Josh once again to chat investment and retirement goals. Plus…
- The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing
Is The Fed The Arsonist Causing Inflation?
Airdate: 07/09/2023 Josh is joined by Nikolai G. Wenzel, Libertarian Author, Professor of Economics at Universidad de las Hespérides and Associate Research…
- The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing
We're Not In A Recession, It's Worse w/ David Ranson
Airdate: 07/08/2023 David Ranson returns to join Josh on the show. He is President and Director of Research at HCWE Inc., former professor of Economics, and…
- The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing
Uplevel Your Small Business w/ Edward Collins
Airdate: 07/02/2023 Josh is joined by Edward Collins, entrepreneur and CFP Specializing in Tax Planning and Generational Wealth Building Strategies for…
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 Depressed
Airdate: 07/01/2023 Josh is joined by the always wise and highly insightful Dr. Lacy Hunt Ph.D, Financial author, internationally known economist, and…
The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and InvestingBuilding Generational Wealth w/ James Hughes
Airdate: 06/25/2023 Josh is joined by James Hughes, retired estate planning lawyer/expert and author of numerous books including Family Wealth: Keeping It in…
The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing8% Returns ARE Possible w/ Tom Jacobs
Airdate: 06/24/2023 Josh is joined by Tom Jacobs, Partner & Investment Advisor at Huckleberry Capital Management, and co-author of How To Retire On Dividends…
The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and InvestingA Guide to Saving Money, Grow Savings, and Start Investing
Airdate: 06/17/2023 Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if…
The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and InvestingAre We Really in a Recession? w/ David Ranson
Airdate: 06/11/2023 David Ranson returns to join Josh on the show. He is President and Director of Research at HCWE Inc., former professor of Economics, and…
The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and InvestingAre We Headed Back to A Bull Market?
Airdate: 06/10/2023 Josh has some advice on ensuring a financially sound retirement, since many Americans aren't sure that's a realistic possibility. Plus, how…
The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and InvestingPreserving Small Businesses Through Succession w/ Julie Charlestein
Airdate: 06/04/2023 Josh is joined by Julie Charlestein, Philadelphia-based business leader and healthcare innovator who serves as the fourth-generation CEO of…
The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and InvestingGetting to Zero Tax Bracket w/ David McKnight
Airdate: 06/03/2023 Fan favorite tax strategist and best selling author David McKnight is back with Josh. Together they discuss David's step by step process to…