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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

19:52

Private Equity in Your 401(k): Opportunity or Trap?

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

2026/04/07

Wall Street wants into your 401(k), bringing private equity and crypto with it. But is that opportunity… or a trap? In this episode, Josh breaks down what these investments really are, the hidden risks (fees, complexity, and liquidity), and why more options don’t always mean better outcomes. Before you chase what’s new, make sure you understand what’s at stake.Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star

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12:48

The Retirement Gift Trap: How Helping Your Kids Could...

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

2026/03/31

Helping your kids or grandkids financially feels like the right thing to do... but what if that generosity comes at a hidden cost? Josh breaks down the surprising tax consequences of pulling money from your 401(k), how it can trigger higher Medicare premiums, and why timing matters more than you think. Learn smarter strategies to give with intention without putting your own retirement at risk.Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re

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17:32

How Much Should You Spend on Travel in Retirement?

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

2026/03/20

Many retirees finally have the time to travel... but how much should you actually spend? Josh explains why baby boomers are spending more on vacations than any generation before them, the biggest travel mistakes retirees make, and how to build travel into your financial plan so you can enjoy life without putting your retirement at risk.Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it

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13:52

How the Iran Conflict Could Hit Your Wallet: Oil, Gas...

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

2026/03/10

If conflict escalates in the Middle East, Americans often feel the impact quickly, especially at the gas pump. Josh explains why tensions involving Iran can send oil prices higher, how that affects inflation and consumer spending, and what it could mean for retirees and investors.Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going!

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25:30

New Retirement Proposals Explained: Tax Strategy, TSP...

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

2026/03/04

Retirement security took center stage in the latest State of the Union, but what do the proposed changes really mean for your money?In this episode, Josh breaks down the proposed government-backed retirement accounts, the promise of matching contributions, and the potential long-term risks investors should consider. From tax diversification and Roth strategy to Social Security reliance and asset protection planning, this conversation goes beyond headlines and focuses on what truly builds lasting

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15:05

The Money Mistakes That Quietly Drain Your Wealth

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

2026/02/24

The biggest threats to your financial future aren’t always market crashes or major expenses, they’re the everyday spending habits you barely notice. In this episode, we explore the common money mistakes that quietly chip away at your wealth, from social spending pressure and lifestyle creep to generosity without boundaries. Learn how small financial decisions compound over time, how to recognize hidden money leaks, and how to take control of your spending without guilt so you can stay focused on

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29:59

The Hidden Risk of One-Size-Fits-All Financial Advice

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

2026/02/10

Rules of thumb work... until they don’t. In this episode, Josh unpacks why one-size-fits-all financial rules often fail, how generic advice can quietly create risk, and what changes once you’ve already “won the game” financially. Plus, we explore why personalization matters, how risk tolerance should evolve over time, and why the goal isn’t more money, it’s clarity and confidence.Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show,

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13:56

Can You Retire Early? The Income Bridge Most People Miss

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

2026/02/03

Many people are closer to early retirement than they realize, but they’re missing one critical piece: income planning. Josh walks through how income bridges work, why timing matters more than hitting a magic number, and how to think about retirement cash flow before Social Security kicks in. This episode is for anyone who feels financially “close,” but not confident enough to make the leap.Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying

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23:59

Why the 4% Rule Is Broken And What Really Determines...

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

2026/01/29

For decades, the 4% rule has been treated as gospel for retirement planning... But is it still safe? Josh breaks down why the traditional withdrawal rule may no longer work in today’s market, how Social Security and guaranteed income change the math, and what really determines whether your money lasts as long as you do.Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the

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16:52

The AI Boom Retirement Trap: Why Record Markets Can...

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

2026/01/08

The market is hitting record highs and AI stocks are soaring, but for retirees, this may actually be one of the most dangerous environments in years. In this episode, Josh explains why booming markets don’t automatically mean financial safety, how portfolio concentration and the sequence of returns can quietly threaten retirement income, and why income planning matters more than account balance alone. If you’re retired or approaching retirement, this conversation could completely change how you

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12:57

Retire Smart: Why Waiting Could Transform Your...

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

2025/12/19

Are you thinking about retiring in 2026? Before you hand in your laptop, there are critical financial factors to consider. In this episode, Josh breaks down why delaying retirement (even by just a year or two) can dramatically improve your financial security.We'll also discuss key considerations including cash flow planning, Social Security strategies, healthcare costs, market volatility, and tax implications. Whether you’re mapping out your dream retirement or just curious about the smartest

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18:56

Left in the Dark: The Financial Mistake Couples Can’t...

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

2025/12/17

When one spouse controls the finances and the other zones out, the consequences can be devastating. In this episode, Josh reveals why financial secrecy puts couples at risk both emotionally and financially, and how shared transparency can protect both your relationship and your retirement. We also discuss how “financial infidelity” destroys trust, and lay out practical steps couples can take right now to protect the surviving spouse, strengthen communication, and build true financial security

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29:56

The Biggest Estate Planning Mistakes and How to Avoid...

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

2025/12/09

Estate planning isn’t just for the wealthy, it’s for anyone who wants to protect what they’ve built. Josh is breaking down 13 essential estate planning moves that can shield your family from unnecessary taxes, lawsuits, probate, and even financial disaster. Whether you’re married, single, retired, or still building your wealth, this episode offers critical guidance to ensure your wishes are honored and your loved ones stay protected.Can't get enough of The Financial Quarterback? Click ‘Subscribe’

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21:48

The Millennial Debt Spiral: Causes, Consequences, and...

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

2025/12/03

Millennial debt has quietly surged, and many people would rather talk about their weight or politics than their balances. Josh digs into the psychology behind money shame, why overspending feels so normal, and the simple behavioral strategies that can transform your financial life. If you’re feeling overwhelmed, this conversation will give you clarity, confidence, and a real plan to move forward.Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re

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26:05

Consistency Over Perfection: The Real Secret to...

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

2025/11/28

If you’ve ever tried (and failed) to stick to the “perfect budget,” you’re not alone. Today Josh dives into why perfectionism ruins more financial plans than bad investments, and how real people succeed by being consistent instead. We're talking about why old-school envelope budgeting still works, how to avoid lifestyle creep, and why paying yourself first beats any complicated system. This is a fun, practical conversation about money habits, discipline, and the psychology of wealth perfect for

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17:18

The Pay Yourself Rule: Creating Your Own Retirement...

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

2025/11/25

Today Josh is explaining the Pay Yourself Rule: a simple framework for turning your nest egg into a reliable retirement paycheck. Learn how to automate income, avoid costly mistakes, and protect your savings from market volatility, all while building a plan that supports both your needs and your lifestyle goals.Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game

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28:56

Why Your Taxes Might Increase in Retirement — and...

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

2025/11/19

From RMDs and Roth conversions to Medicare IRMAA and year-end bonuses, Josh is breaking down how simple income decisions can trigger thousands in extra taxes, and how to avoid it. If you're 5–10 years from retirement and want to keep more of what you’ve earned... You don't want to miss this.Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going!

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43:21

The Hidden Tax Advantages of Real Estate Investing

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

2025/11/11

Real estate remains one of the most powerful long-term wealth strategies. Josh breaks down how leverage, depreciation, and 1031 exchanges can help you grow faster, pay less in taxes, and protect against inflation... Plus, the common mistakes investors make. Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going!

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31:08

Retire at 45? The FIRE Movement Myths No One Talks About

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

2025/11/04

You always hear talk about retiring early... but is it actually realistic? From savings rates and side hustles to emotional readiness and the risk of post-retirement depression, Josh explores the pros and cons of the FIRE movement, and blind spots people forget to plan for. Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going!

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21:33

Safety, Income, Growth: Building a Smarter Retirement...

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

2025/10/30

Today we're breaking down a real world case study that might hit close to home for you if you're nearing retirement... Linda just sold her business and wants safety, but her cash is now exposed to taxes, inflation, and falling interest rates. Josh explains the SIG framework (Safety, Income, Growth) and explains how municipal bonds, annuities, and selective equities can protect purchasing power while reducing tax drag in retirement.Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so

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241 results

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