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PODCAST

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 format

business investing

All Episodes

52:27

LIVE RADIO SHOW [12/17/2023] Shohei Otani's Contract:...

The Financial Quarterback®: Your Game Plan to Protect... ·

2023/12/18

In this episode, Josh discusses the potential impact of rate cuts on the economy, emphasizing the importance of the ten-year treasury rate and its effect on annuities, pensions, and mortgages. A caller's question leads Josh to analyze Shohei Otani's contract, debating its financial prudence in light of inflation. As the episode progresses, Josh fields questions from callers on various topics. He advises on the tax implications of cashing in U.S. savings bonds and navigates the complexities of Social

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54:44

LIVE RADIO SHOW [12/16/2023] Rethinking the 60/40...

The Financial Quarterback®: Your Game Plan to Protect... ·

2023/12/14

In this episode, Josh starts by reading an email from an excited listener inquiring about necessary documents for an upcoming meeting. He then delves into the importance of long-term care planning and protecting oneself from financial exploitation. Josh takes calls from listeners, addressing a range of financial questions. A caller's question about the tax implications of cashing in U.S. savings bonds leads to a detailed discussion. Another listener asks about Social Security spousal benefits,

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49:50

LIVE RADIO SHOW [12/10/2023] Josh's Financial...

The Financial Quarterback®: Your Game Plan to Protect... ·

2023/12/11

In this episode, Josh starts by addressing the recent surges in Bitcoin and gold, linking these trends to the potential approval of Bitcoin ETFs and the current economic uncertainty. A caller then shifts the focus to retirement planning for 2024, prompting Josh to offer insights on maximizing retirement contributions and evaluating healthcare options. Another listener inquires about the health of their retirement plan. Josh responds by discussing key factors like passive income, effective tax rates,

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56:06

LIVE RADIO SHOW [12/09/2023] Solar Savings & EV...

The Financial Quarterback®: Your Game Plan to Protect... ·

2023/12/07

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

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80:17

LIVE RADIO SHOW [12/03/2023] Dr. Laurence Kotlikoff...

The Financial Quarterback®: Your Game Plan to Protect... ·

2023/12/04

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

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56:33

FROM THE ARCHIVES: Robert Kiyosaki Returns: Advanced...

The Financial Quarterback®: Your Game Plan to Protect... ·

2023/11/30

(PART 2) Original Air Date 10-7-17 In this episode, Josh welcomes back renowned financial expert Robert Kiyosaki (author of "Rich Dad Poor Dad") for a riveting part two discussion on The Financial Quarterback. Kiyosaki delves into the significance of building a team of experts and the educational benefits of his cashflow game in mastering financial statements and investment strategies. The conversation also covers the impending market crash, the necessity of diverse investment advice, and the

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72:02

LIVE RADIO SHOW [11/26/2023] Beyond Ramsey's Rant:...

The Financial Quarterback®: Your Game Plan to Protect... ·

2023/11/27

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

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26:05

BONUS CONTENT: Josh Reacts to Dave Ramsey's Viral...

The Financial Quarterback®: Your Game Plan to Protect... ·

2023/11/23

In this bonus episode, Josh tackles Dave Ramsey's viral call about retirement savings, dissecting Ramsey's bold stance on withdrawal rates. Ramsey dismisses the traditional 4% rate as too conservative, advocating for an 8% rate, a figure he argues is more aligned with historical market performances and inflation. Josh critically examines Ramsey's methodology, especially his optimistic 12% return assumption, and contrasts this with more realistic average stock market returns. The debate heats up as

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60:24

LIVE RADIO SHOW [11/25/2023] David McKnight Debunks...

The Financial Quarterback®: Your Game Plan to Protect... ·

2023/11/20

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

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53:05

FROM THE ARCHIVES: Robert Kiyosaki's Wealth-Building...

The Financial Quarterback®: Your Game Plan to Protect... ·

2023/11/16

Original air date 10-7-17 In this episode, Josh Jalinski welcomes guest Robert Kiyosaki (author of "Rich Dad Poor Dad") to explore the themes of Kiyosaki's recent book, "Why the Rich Get Richer." They tackle the critical role of financial education, how the wealthy use debt and taxes to their advantage, and the importance of investing in hard assets like gold and silver. Kiyosaki challenges the traditional reliance on the stock market for wealth building, warns of an imminent economic crash, and

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50:19

LIVE RADIO SHOW [11/18/2023] Medicare Decisions with...

The Financial Quarterback®: Your Game Plan to Protect... ·

2023/11/13

In this episode, Josh Jalinski and Medicare specialist Danielle Kunkle Roberts, a leading authority from Boomer Benefits and author of "10 Costly Medicare Mistakes You Can’t Afford to Make," dive into the complexities of Medicare. They discuss the critical open enrollment period, contrasting Medigap and Medicare Advantage plans, and unravel the often confusing Medicare plan alphabet. The conversation also touches on the shift from Plan F to the more advantageous Plan G, the nuances of enrolling in

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40:31

FROM THE ARCHIVES: Kevin O'Leary on Shark Savvy...

The Financial Quarterback®: Your Game Plan to Protect... ·

2023/11/09

Original air date 1-16-2018 Josh Jalinski hosts the formidable Kevin O'Leary, AKA Mr. Wonderful, to unpack his straightforward approach to investing and entrepreneurship. O'Leary, famed for his role on Shark Tank, advocates for unvarnished truth in business dealings and the strategic value of royalty deals. He shares his enthusiasm for dividend-paying stocks, crediting them for consistent market returns, and discusses how small-cap stocks stand to gain from the Trump tax cuts. Beyond investments,

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82:22

LIVE RADIO SHOW [11/11/2023] George Gammon on Real...

The Financial Quarterback®: Your Game Plan to Protect... ·

2023/11/06

This week, Josh welcomes George Gammon, a seasoned entrepreneur turned macro investing guru, to share his personal finance journey. George starts by recounting his pivot to real estate on the heels of the 2012 market, taking cues from investment mogul Jim Rogers. The conversation then shifts to George's focus on macroeconomics, the launch of his Rebel Capitalist show, and the insights gained from the frenzy of Bitcoin and Clubhouse debates. They dissect the principles of buying low and selling high,

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18:59

FROM THE ARCHIVES: Tony Robbins on 7 Simple Steps to...

The Financial Quarterback®: Your Game Plan to Protect... ·

2023/11/02

Original air date: 3-8-2015. In this episode from the vault, Josh welcomes Tony Robbins, renowned life strategist and bestselling author, to delve into the financial wisdom from his book "Money: Master the Game, Seven Simple Steps to Financial Freedom." Robbins demystifies intricate financial concepts, introducing listeners to asymmetrical investing's low-risk, high-reward approach, the security of annuities, and the tax advantages of life insurance. Throughout the discussion, Robbins underscores

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51:41

LIVE RADIO SHOW [11/05/2023] Tesla's Earnings Enigma,...

The Financial Quarterback®: Your Game Plan to Protect... ·

2023/10/30

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

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53:41

LIVE RADIO SHOW [11/04/2023] Helping Listeners' Face...

The Financial Quarterback®: Your Game Plan to Protect... ·

2023/10/26

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

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43:31

LIVE RADIO SHOW [10/29/2023] SEP IRAs vs. 401(k)s:...

The Financial Quarterback®: Your Game Plan to Protect... ·

2023/10/23

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

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55:30

LIVE RADIO SHOW [10/28/2023] Tax Reduction Strategies...

The Financial Quarterback®: Your Game Plan to Protect... ·

2023/10/16

On today's show, Josh Jalinski is joined by Tom Wheelwright, tax expert and CEO of WealthAbility, for a detailed and practical exploration of tax strategy and financial privacy in the evolving economic landscape. Kicking off with a critical look at AI in the CPA space, the discussion progresses to evaluate the merits and drawbacks of using advanced technologies in accounting and tax planning. The duo dives into the implications and concerns stemming from the Corporate Transparency Act, providing

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55:57

LIVE RADIO SHOW [10/22/2023] How Inflation is Eroding...

The Financial Quarterback®: Your Game Plan to Protect... ·

2023/10/12

Josh busts pervasive retirement myths, starting with the often-misunderstood limitations of Social Security and Medicare, and the reality of post-retirement expenses. He then tackles the myth of guaranteed work longevity and the illusion of drastically reduced costs in retirement, followed by a crucial discussion on the necessity of diversified, savvy investing. Shifting gears, Josh addresses the financial and legal considerations for grandparents raising grandchildren, offering insights into

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56:25

LIVE RADIO SHOW [10/15/2023] Social Security Snags,...

The Financial Quarterback®: Your Game Plan to Protect... ·

2023/10/09

Josh kicks things off by unraveling the intricacies of Social Security's 2024 COLA, then swiftly moves into a critical analysis of how Medicare premium hikes could potentially offset COLA benefits for retirees, followed by a thorough exploration of the strategic decision-making involved in early versus late Social Security claiming. He then pivots to dissect the tax nuances of Roth IRA conversions, and wraps up by spotlighting the daunting financial vortex faced by workers juggling credit card debt,

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232 results

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