Ep 37 - Is the American Dream Dead or Just More Expensive Than Ever?

The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing

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Treść dostarczona przez Josh Jalinski. Cała zawartość podcastów, w tym odcinki, grafika i opisy podcastów, jest przesyłana i udostępniana bezpośrednio przez Josh Jalinski lub jego partnera na platformie podcastów. Jeśli uważasz, że ktoś wykorzystuje Twoje dzieło chronione prawem autorskim bez Twojej zgody, możesz postępować zgodnie z procedurą opisaną tutaj https://pl.player.fm/legal.

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We're trying something different this week: a full post-show breakdown of every episode in the latest season of Black Mirror! Ari Romero is joined by Tudum's Black Mirror expert, Keisha Hatchett, to give you all the nuance, the insider commentary, and the details you might have missed in this incredible new season. Plus commentary from creator & showrunner Charlie Brooker! SPOILER ALERT: We're talking about the new season in detail and revealing key plot points. If you haven't watched yet, and you don't want to know what happens, turn back now! You can watch all seven seasons of Black Mirror now in your personalized virtual theater . Follow Netflix Podcasts and read more about Black Mirror on Tudum.com .…

rok temu 28:41

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Is the American Dream still within reach, or has the price tag spiraled out of control? Josh breaks down the jaw-dropping $3.4 million it now costs to achieve the classic American Dream, from weddings and homeownership to raising kids and even owning pets. Josh challenges the traditional view, asking if we should redefine success in today’s world of skyrocketing costs and financial stress. Along the way, he shares practical tips to help you reshape your financial goals and manage the rising expenses of modern life.

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

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

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#Business #Trading #Business News #News #710 WOR #Saving Money

Ep 37 - Is the American Dream Dead or Just More Expensive Than Ever?

The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing

21 subscribers

published rok temu

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MP3•Źródło odcinka

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

197 odcinków

#Business #Trading #Business News #News #710 WOR #Saving Money

ทุกตอน

1
Ep 58 - What Baseball Stats Can Teach You About Money 35:15

2 dni temu35:15

35:15

Are baseball stats the secret to smarter investing? Josh steps up to the plate with a fresh, fun take on personal finance through the lens of America’s favorite pastime. From on-base percentage to wins above replacement, he draws comparisons between your favorite stats and core financial strategies. Whether it’s knowing when to swing big or play it safe, Josh shows how the logic behind baseball’s most trusted numbers can help guide your money moves. Then in 'Extra Points,' Josh unpacks what it means when private equity firms start buying stakes in your favorite team, like the recent move with the San Francisco Giants Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going!…

1
Why Defense Wins in Wealth Building w/ Curtis May (Practical Wealth Advisors) 1:00:01

4 dni temu1:00:01

1:00:01

Is playing financial defense smarter than chasing big returns? Josh welcomes Curtis May, creator of Practical Wealth Advisors and host of the Practical Wealth Show , to explore why protecting assets and mastering financial fundamentals matter more than flashy investment tactics. They dive into Curtis's contrarian philosophy, challenging mainstream ideas like "buy term and invest the difference," and discuss how continuous education and clear financial principles help investors avoid costly mistakes. Josh and Curtis also talk through the power of plugging financial leaks, the value of liquidity, and why investing in your own knowledge is the foundation for lasting wealth. Drawing inspiration from events like the Infinite Banking Think Tank, they unpack practical strategies designed to help fortify your financial future. Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going! Check out Curtis May: Website: practicalwealthadvisors.com Podcast: The Practical Wealth Show…

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Ep 57 - Why the Tooth Fairy Is Paying Less Than Ever 24:04

9 dni temu24:04

24:04

How much should the Tooth Fairy leave under the pillow in 2025, and what does that tell us about the state of the economy? Josh dives into how inflation is creeping into even the smallest corners of American life, including the Tooth Fairy’s wallet. He breaks down the latest data on falling Tooth Fairy payouts, what it says about inflation, and how parents can turn these moments into financial lessons for their kids. Plus, he shares tips on using allowances to teach responsibility without letting kids fall into bad money habits. Then in 'Extra Points,' Josh weighs in on Southwest Airlines shaking up their free bag and open seating policy and how it could hit your travel budget. Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going!…

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Why DIY Investors Still Need a Plan w/ CFP Jon Luskin 46:16

11 dni temu46:16

46:16

Is your financial plan more complicated than it needs to be? Josh sits down with Jon Luskin , CFP and board member at the John Bogle Center for Financial Literacy, to unpack why simplicity might be the most overlooked strategy in personal finance. Known for helping DIY investors cut through the noise, Jon shares why single-fund solutions like target date and balanced funds can go further than bloated portfolios filled with unnecessary holdings. They cover the foundations of smart financial planning, from term life and disability insurance to revocable living trusts and emergency letters. Jon explains how to protect yourself with the right insurance, how to avoid overthinking your portfolio, and why simplicity doesn’t mean sacrificing results. It means staying focused on what really matters. Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going!…

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Ep 56 - How Eggflation Became the Symbol of America’s Money Problem 41:44

16 dni temu41:44

41:44

Why are eggs still so expensive—and will prices ever go back down? Josh breaks down why everyday goods like eggs, gas, and groceries cost so much more today. He looks at the real drivers behind inflation and how it’s hitting your wallet in ways you might not expect. Plus, Josh plays a round of "The Price Ain’t Right," comparing what key items cost in 1980 versus today to show just how far your dollar stretches. Then in 'Extra Points,' Josh weighs in on the state of tipping culture in America and how it’s adding to inflation pressures at the checkout counter. Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going!…

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How to Retire Without Running Out of Money w/ Fritz Gilbert (The Retirement Manifesto) 47:21

18 dni temu47:21

47:21

How do you build a retirement that’s financially secure and personally fulfilling? Josh sits down with retirement expert Fritz Gilbert, founder of The Retirement Manifesto and author of Keys to a Successful Retirement , to break down the financial and emotional side of life after work. Fritz shares his own journey from corporate America to an early retirement in the Appalachian Mountains, where he now writes, volunteers, and helps others navigate the transition. He and Josh dive into strategies for managing market downturns, the importance of a diversified withdrawal plan, and why so many retirees underspend out of fear. They also tackle the psychology of retirement: how to stay engaged, find purpose, and avoid the common traps that can lead to financial and emotional stress. Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going!…

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Ep 55 - How Companies Killed Pensions and Passed the Bill to You 33:41

23 dni temu33:41

33:41

Are pensions a relic of the past? Josh dives into the rapid decline of pensions and what it means for retirement planning today. With companies slashing pension plans to cut costs and boost stock prices, workers are now forced to rely on 401(k)s and other personal savings. Josh breaks down why pensions are disappearing, the challenges facing public sector plans, and how retirees can build their own steady income streams. From annuities to dividend stocks and bonds, he explores ways to replace the security pensions once provided. Then in 'Extra Points,' Josh looks at the Boeing strike over pensions and what it reveals about the future of retirement benefits. Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going!…

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[LIVE RADIO SHOW] Inflation's Slowing, Job Cuts Are Rising, and Debt is Piling Up + Listener Q&A! 1:09:13

25 dni temu1:09:13

1:09:13

What does it take to stay financially grounded when everything feels uncertain? In this live radio episode, Josh breaks down how to plan smart in the face of inflation, market swings, and government waste. He covers the rise in 401k millionaires, red flags in Medicare Advantage plans, and the latest shifts in crypto and gold ETFs. He also touches on Tesla’s recent headlines and what they mean for your portfolio. Later in the show, Josh takes live caller questions on CPA red flags, IRS audits, car lease sticker shock, hybrid vehicle decisions, and Social Security updates. Original Air Date: March 1, 2025 Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going!…

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Ep 54 - Who Really Controls Your Money After You’re Gone? 39:33

30 dni temu39:33

39:33

Should you lock your assets away in an irrevocable trust, or keep things flexible with a revocable one? Josh breaks down revocable vs. irrevocable trusts, showing how they impact taxes, inheritance, and asset protection. He lays out pros, cons, and real-world uses of these estate planning tools. From avoiding probate to shielding wealth from taxes and creditors, he gets into the strategies that can help keep your money where you want it, without unnecessary complications. Then in Extra Points , Josh takes a look at Rupert Murdoch’s family trust and the good and bad in how the media mogul structured his empire for the next generation. Can't get enough of The Financial Quarterback ? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going!…

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Economist Harry Dent Predicts a 2008-Level Market Crash—Or Worse 57:59

5 weeks temu57:59

57:59

What happens when the biggest financial bubble in history finally bursts? Josh sits down with economist and bestselling author Harry Dent to break down his latest predictions for a massive market downturn between 2025 and 2027. Dent explains why recessions aren’t just inevitable, they’re necessary. They dive into the consequences of runaway debt, the real state of the stock and real estate markets, and why failing businesses need to collapse for true innovation to thrive. Dent also shares his thoughts on how millennials might eventually fuel the next economic boom, but only if the system gets the reset it needs. Can't get enough of The Financial Quarterback ? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going!…

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Ep 53 - Wedding Bliss or Financial Miss? The Marriage Money Debate 34:55

5 weeks temu34:55

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

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Why Your Kids Have No Clue About Money w/ Bobbi Rebell (Financial Wellness Strategies) 46:26

6 weeks temu46:26

46:26

How do you raise financially responsible kids when schools barely teach them about money? Josh explores this with Bobbi Rebell, CFP®, founder of Financial Wellness Strategies and bestselling author of Launching Financial Grownups . Bobbi shares her journey from New York finance pro to Florida-based financial educator, and why she’s so passionate about helping parents teach real-world money skills at home. She and Josh dig into the challenges young adults face today, from soaring housing costs to credit score confusion, and why so many are struggling to gain financial independence. They also talk about how parents can guide without enabling, balancing support with teaching self-sufficiency, and give practical strategies for handling money talks at home, aligning financial values between spouses, and preparing the next generation for success. Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going!…

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Ep 52 - Who Killed Social Security — And Can It Be Saved? 41:04

6 weeks temu41:04

41:04

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

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Are Private Equity Firms Coming for Your Retirement? w/ Barry Dyke (Pirates of Manhattan) 56:18

7 weeks temu56:18

56:18

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

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Gold Trading, Inflation, and the Market Crash No One Sees Coming w/ Economist Steve Hanke 1:06:16

7 weeks temu1:06:16

1:06:16

Is the stock market a bubble waiting to pop? Josh sits down with renowned economist Steve Hanke, a professor of applied economics at Johns Hopkins University and an expert in currency trading and financial policy. Hanke shares his take on why the market is overbought, overpriced, and overhyped, offering insights into contrarian strategies like sentiment-based gold trading. Josh and Steve also discuss the inefficiencies of government spending, the lasting economic damage of COVID lockdowns, and why Hanke is firmly against tariffs. The two also breaks down the role of commercial banks in money creation and previews his upcoming book, Making Money Work . Can't get enough of The Financial Quarterback ? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going!…

The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing

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[LIVE RADIO SHOW] DEI in Corporate America, Billionaire Tax Breaks, and Marriage Money Mistakes + Listener Q&A! 1:47:48

8 weeks temu1:47:48

1:47:48

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

The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing

1
Ep 51 - Is the Government’s Budget Just One Big Meme? 23:13

8 weeks temu23:13

23:13

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

The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing

1
[LIVE RADIO SHOW] High-Interest Rates, Government Audits, and the Biggest Retirement Risks + Listener Q&A! 1:47:26

9 weeks temu1:47:26

1:47:26

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

The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing

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Ep 50 - The Tariff Debate: Will Trump’s Plan Help or Hurt? 34:03

9 weeks temu34:03

34:03

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

The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing

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Money, Purpose, and the Legacy You Leave Behind w/ George Cisneros 31:42

10 weeks temu31:42

31:42

Is your financial plan working for you, or are you just chasing returns? Josh sits down with financial advisor George Cisneros to break down a different approach—one built on stewardship, multi-generational synergy, and maximizing the velocity of money. He shares his journey from growing up in a Wall Street-area restaurant family to becoming a financial advisor, offering a fresh perspective on wealth beyond just accumulation. Josh & George discuss how traditional financial planning often falls short, why projections can lead people astray, and how coordinating advisors can unlock greater financial potential. They dive into the challenges of generational wealth transfer, the power of real estate-centric planning, and why most people are unknowingly limiting their own financial future. Plus, a conversation on faith and finance—how stewardship and generosity aren’t just principles but key strategies for long-term success. Can't get enough of The Financial Quarterback ? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going!…

The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing

1
Ep 49 - Building a Retirement Paycheck That Lasts 37:12

10 weeks temu37:12

37:12

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

The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing

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FROM THE ARCHIVES: Ed Slott Breaks Down the Roth IRA Loophole Billionaires Use 55:32

11 weeks temu55:32

55:32

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

The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing

1
Ep 48 - Could an Annuity Be Your Retirement Game-Changer? 54:50

11 weeks temu54:50

54:50

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

The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing

1
How Politics and the Economy Collide—And What It Means for You w/ Charles Wheelan (Naked Economics) 1:11:34

12 weeks temu1:11:34

1:11:34

What happens when politics and economics collide? Josh sits down with Charles Wheelan, economist, Dartmouth professor, and author of the best-selling Naked Economics series, to explore the financial and political forces shaping our world. From ranked choice voting to the realities of inflation, global risks, and government spending, Charles breaks down why these issues matter and how they affect everything from your investments to your daily life. Josh and Charles get into the push for political reform, the challenges of balancing capitalism and democracy, and why some economic myths just won’t die. They also take a detour into Charles’ experiences traveling the world, how different cultures handle money, and what his time in the Amazon taught him about life and economics. Can't get enough of The Financial Quarterback ? Click 'Subscribe' to never miss a play. New episodes touchdown right here! Loving the playbook? Drop us a 5-star rating and share your thoughts in a review. Your feedback fuels the game plan!…

The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing

1
Ep 47 - How to Avoid Costly Tax Errors and Maximize Deductions 25:48

12 weeks temu25:48

25:48

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

The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing

1
Beating the IRS at Their Own Game w/ Dan Pilla (Pilla Tax) 59:27

12 weeks temu59:27

59:27

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

The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing

1
Ep 46 - Structuring Your Small Business to Save on Taxes 34:19

13 weeks temu34:19

34:19

How should small business owners navigate the maze of taxes? It's tax prep month on The Financial Quarterback Podcast, and Josh begins by laying out the groundwork for small business tax management. From picking the right structure—LLC or S Corp—to the critical role of keeping accurate records, he unpacks what entrepreneurs need to know before deductions and strategies take center stage in the next episode. Along the way, Josh explores key tax categories like income and self-employment taxes and emphasizes the value of hiring a trustworthy financial team to avoid costly mistakes. Then in 'Extra Points,' Josh shares his thoughts on Netflix’s decision to build a $900 million studio in New Jersey. What does this mean for small businesses in the area? And how do these massive tax breaks stack up against what everyday entrepreneurs face? Can’t get enough of the Financial Quarterback? Click 'Subscribe' to never miss a play. New episodes touchdown right here! Loving the playbook? Drop us a 5-star rating and share your thoughts in a review. Your feedback fuels the game plan!…

The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing

1
The Most Overlooked Tax Breaks for Small Businesses w/ Mark Kohler 52:51

14 weeks temu52:51

52:51

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

The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing

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Ep 45 - Surviving Inflation and Competition as a Small Business Owner 42:19

14 weeks temu42:19

42:19

What does it take to build and sustain a thriving small business in today’s economy? Josh breaks down the challenges small business owners face, from inflation and competition to tax strategies and cash flow management. Drawing from his own experience as a young entrepreneur, he lays out actionable steps to create a strong financial foundation for your business and navigate the complexities of running a company in a competitive market. Then in 'Extra Points,' the conversation turns to Starbucks and its recent struggles in maintaining its foothold as a giant in the coffee world. Josh and the team examine what’s going wrong for the company and what small businesses can learn from their missteps. Can't get enough of the Financial Quarterback? Click 'Subscribe' to never miss a play. New episodes touchdown right here! Loving the playbook? Drop us a 5-star rating and share your thoughts in a review. Your feedback fuels the game plan!…

The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing

1
How Popular Gurus Are Failing Investors w/ David McKnight 1:04:06

15 weeks temu1:04:06

1:04:06

What’s the real cost of following mainstream financial gurus? Josh brings back bestselling author David McKnight to unpack his latest book, The Guru Gap: How America’s Financial Gurus Are Leading You Astray, and How to Get Back on Track . They dissect "advice" from popular figures like Dave Ramsey and Suze Orman, highlighting why their broad strategies might not work for everyone—and what you can do instead. Josh and David dig into nuanced financial strategies, including Roth conversions, annuities, and life insurance, explaining how these tools can help mitigate longevity risk and take advantage of current tax laws. They also discuss how Trump-era tax cuts impact Roth planning and why personalized advice beats generic rules of thumb every time. Plus, the two bond over the joys and challenges of raising seven kids each. Can’t get enough of The Financial Quarterback ? Click ‘Subscribe’ to never miss a play. New episodes touchdown right here! Loving the playbook? Drop us a 5-star rating and share your thoughts in a review. Your feedback fuels the game plan!…

The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing

1
Ep 6 - America's Roman Empire: Are We Witnessing the Fall? 23:44

15 weeks temu23:44

23:44

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

The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing

1
Ep 28 - Why Taxpayers Keep Paying for Billionaire Stadiums 45:20

15 weeks temu45:20

45:20

Are taxpayer-funded sports stadiums a financial blessing or a burden? Josh dives into this hot-button issue, exploring the true economic impact and cultural significance of iconic arenas like Yankee Stadium and Fenway Park. He scrutinizes whether these massive public expenditures truly benefit the communities they claim to uplift, or if they merely line the pockets of billionaire team owners. From Milwaukee to Buffalo, Josh breaks down the promises of job creation and neighborhood revitalization, challenging the role of politicians in facilitating corporate welfare. Plus, in "Extra Points," Josh and his team debate the practicality of Ubering versus driving to a game and explore how stadium naming rights play into the larger financial picture. Can't get enough of the Financial Quarterback? Click 'Subscribe' to never miss a play. New episodes touchdown right here! Loving the playbook? Drop us a 5-star rating and share your thoughts in a review. Your feedback fuels the game plan!…

The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing

1
BEST OF: The 2024 Financial Draft 44:52

16 weeks temu44:52

44:52

Are you ready to draft the ultimate financial strategy? Josh kicks off this episode by breaking down how to build a well-rounded financial team, focusing on diversification and managing risk. He guides you through the importance of balancing offensive and defensive investments, ensuring that your portfolio is set up for long-term success, especially as retirement approaches. Then, it’s draft day! In the second half of the episode, Josh teams up with Producers Jim and Fisher to dive into the 2024 Financial Draft. Together, they compete to select the best financial assets—picking everything from stocks and bonds to alternative investments—as they each build their own dream portfolios. It's a high-stakes financial showdown, where the goal is to craft a winning strategy for future wealth and retirement security. Can't get enough of the Financial Quarterback? Click 'Subscribe' to never miss a play. New episodes touchdown right here! Loving the playbook? Drop us a 5-star rating and share your thoughts in a review. Your feedback fuels the game plan!…

The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing

1
Ep 44 - The Financial Quarterback Saves Christmas (& Hanukkah)! 26:40

17 weeks temu26:40

26:40

The Island of Misfit Toys is taking over the Financial Quarterback! Josh and the studio team—his self-proclaimed band of misfits—dive into Christmas and Hanukkah spending, gift-giving, and the surprising financial lessons behind the season. With Josh leading the pack like Rudolph, they break down how to balance budgets, navigate the quirks of family traditions, and find value in what truly matters. It’s a fun and spirited take on the most wonderful (and expensive) time of the year! Can’t get enough of the Financial Quarterback? Click 'Subscribe' to never miss a play. Loving the playbook? Drop us a 5-star rating and share your thoughts in a review. Your feedback fuels the game plan!…

The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing

1
Ep 43 - What Happens When Wall Street Buys Your Favorite Franchise? 28:56

17 weeks temu28:56

28:56

What happens when Wall Street takes a bite out of a Jersey institution? Josh shares his take on Blackstone's $8 billion deal to buy Jersey Mike’s. He dives into the sandwich shop’s rise from local legend to franchise powerhouse and what private equity ownership might mean for your beloved subs. Will Blackstone keep the Jersey flavor alive, or will profit margins take over? Josh doesn’t hold back as he digs into the economics, the risks, and the lessons investors can learn from this massive deal. Then, in Extra Points, Josh gives his raw thoughts on Jaguar’s controversial new rebrand—because when you’re ditching your iconic legacy for electric vehicles and a flashy new logo, it’s bound to stir up some opinions. Is the luxury brand steering into success or headed for a collision with its legacy? Can't get enough of the Financial Quarterback? Click 'Subscribe' to never miss a play. New episodes touchdown right here! Loving the playbook? Drop us a 5-star rating and share your thoughts in a review. Your feedback fuels the game plan!…

The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing

1
The Truth About Building Wealth in Stocks w/ Brian Feroldi (Long Term Mindset) 49:15

18 weeks temu49:15

49:15

How does the stock market go up, and what role does smart investing play in building wealth? Josh sits down with Brian Feroldi, financial educator, author, and host of the Youtube channel Long Term Mindset , to explore these topics. Brian discusses his journey from financial illiteracy to becoming a trusted voice in the investing world and shares insights from his book, Why Does the Stock Market Go Up? Their conversation covers the basics of wealth-building, including compound interest, the Rule of 72, and automating financial habits. Brian and Josh discuss ETFs versus mutual funds, strategies for valuing companies at different growth stages, and lessons from market icons like Warren Buffett. The two also delve into the healthcare and tech sectors, with Brian spotlighting advancements like room-temperature organ transplant technology as part of the evolving investment landscape. Can't get enough of the Financial Quarterback? Click 'Subscribe' to never miss a play. New episodes touchdown right here! Loving the playbook? Drop us a 5-star rating and share your thoughts in a review. Your feedback fuels the game plan!…

The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing

1
Ep 42 - What Disney Tells Us About America’s Love for Consumerism 31:30

18 weeks temu31:30

31:30

How much does the magic of Disney really cost? Josh looks back on his own childhood trips to Disney while digging into how these family vacations have turned into massive money pits. From soaring ticket prices to overpriced souvenirs and meals, Josh breaks down the true cost of a Disney trip and why it’s gotten so out of control. He also shares easy tips to help families save money on their Disney adventures—like visiting during off-peak times or cutting out unnecessary extras—and throws in some fun ideas for affordable vacation alternatives. Plus, in Extra Points, Josh looks at a wild story about a Disney lawsuit and a gives a lesson about keeping your financial priorities in check before spending big. Can't get enough of the Financial Quarterback? Click 'Subscribe' to never miss a play. New episodes touchdown right here! Loving the playbook? Drop us a 5-star rating and share your thoughts in a review. Your feedback fuels the game plan!…

The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing

1
Peter Schiff Shares Bold Predictions on Gold, Bitcoin, and the U.S. Economy 54:53

19 weeks temu54:53

54:53

What’s the real story behind gold’s rise, Bitcoin’s bubble, and the shaky state of the U.S. economy? Josh sits down with Peter Schiff, renowned economist and CEO of Euro Pacific Capital, for an unfiltered conversation that dives into it all. Peter shares his bold prediction for gold, expecting prices to soar past $3,000, and doesn’t hold back, labeling Bitcoin as a speculative bubble on the brink of collapse. Josh and Peter then break down Trump’s economic policies and tariffs, examining their potential impacts on the dollar and global trade. They also dig into the historical failures of government spending cuts, cautioning against blind faith in political reforms. The two end with strategies for tackling inflation and economic uncertainty, including smart investments in gold, foreign equities, and income-producing real estate. Can't get enough of the Financial Quarterback? Click 'Subscribe' to never miss a play. New episodes touchdown right here! Loving the playbook? Drop us a 5-star rating and share your thoughts in a review. Your feedback fuels the game plan!…

The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing

1
Why Bitcoin Is More Than a Cryptocurrency Revolution w/ Marty Bent (TFTC) 1:16:10

19 weeks temu1:16:10

1:16:10

Is Bitcoin the financial revolution that could upend traditional banking? Josh sits down with Marty Bent, managing partner at 1031 and host of TFTC: A Bitcoin Podcast , for a deep dive into the potential of digital currency. Josh and Marty discuss how Bitcoin is more than just a tech trend—it’s a monetary revolution with the potential to upend traditional finance. Marty shares his take on why nation-states, even the U.S., may soon consider holding Bitcoin reserves and how this shift could change global market dynamics. The two dissect Bitcoin’s superiority over altcoins, its unmatched decentralization, and the lessons learned from recent collapses like FTX and Celsius. They also go through potential strategies for newcomers into the crypto world, offering tips on how to start safely and understand the importance of secure, long-term investment approaches. Can't get enough of the Financial Quarterback? Click 'Subscribe' to never miss a play. New episodes touchdown right here! Loving the playbook? Drop us a 5-star rating and share your thoughts in a review. Your feedback fuels the game plan!…

The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing

1
[LIVE RADIO SHOW] Black Friday’s Economic Surge, Inflation’s Grip on America, and Maximizing Tax Savings + Listener Q&A! 1:42:41

20 weeks temu1:42:41

1:42:41

What’s the secret to wrapping up the year with a stronger financial game plan? Josh is live, kicking off the episode with a look at Black Friday shopping trends and their ripple effects across the economy. From there, he takes on Bitcoin’s market buzz and the surprising moves billionaires are making. He then walks through tax loss harvesting tips, explains Roth conversion bracket filling, and breaks down RMD strategies like Qualified Charitable Distributions. Josh also takes listener questions throughout the episode, bringing up everything from gifting stock to balancing risk with precious metals. He then wraps up the live show with insights into Bitcoin’s role in portfolio planning. Air Date: November 30, 2024 Can’t get enough of the Financial Quarterback? Click 'Subscribe' to never miss a play. New episodes touchdown right here! Loving the playbook? Drop us a 5-star rating and share your thoughts in a review. Your feedback fuels the game plan!…

The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing

1
Ep 41 - RMD Deadlines and What Could Be at Stake for Your Retirement 28:22

20 weeks temu28:22

28:22

How do you navigate the new RMD rules without paying hefty penalties? Josh deep dives into Required Minimum Distributions (RMDs) and their impact on your retirement plan, especially as new regulations from the SECURE 2.0 Act kicked in for 2024. With RMDs now beginning at age 73, Josh explains the critical deadlines to watch and the strategies that can help you minimize tax burdens. Josh covers the severe 50% excise tax penalty for missed RMDs and offers practical ways to avoid it, like setting up automatic distributions and understanding the Required Beginning Date (RBD). He explores opportunities for Roth IRA conversions after fulfilling RMD obligations and highlights the importance of handling inherited IRAs correctly to prevent unexpected tax hits for your beneficiaries. Can't get enough of the Financial Quarterback? Click 'Subscribe' to never miss a play. New episodes touchdown right here! Loving the playbook? Drop us a 5-star rating and share your thoughts in a review. Your feedback fuels the game plan!…

The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing

1
[LIVE RADIO SHOW] Bitcoin Hits 100k, Buffett’s Cash Playbook, and Holiday Budgeting Tips + Listener Q&A! 1:46:45

21 weeks temu1:46:45

1:46:45

We’re live, and Josh is diving into the week’s biggest financial shifts, from Bitcoin’s explosive climb toward $100,000 to Warren Buffett’s surprising cash strategies. With Gary Gensler stepping down as SEC Chairman, Josh unpacks what this means for crypto regulations and institutional adoption, offering his take on the shifting landscape. Josh also takes listener calls on a range of topics, breaking down Target’s earnings slump, Walmart’s consumer trends, Social Security updates, inheritance planning, and holiday spending dilemmas. Original Air Date: November 23, 2024 Can't get enough of the Financial Quarterback? Click 'Subscribe' to never miss a play. New episodes touchdown right here! Loving the playbook? Drop us a 5-star rating and share your thoughts in a review. Your feedback fuels the game plan!…

The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing

1
Ep 40 - Inside the Money Wars of the 2024 Election 20:56

21 weeks temu20:56

20:56

How does money really shape election outcomes? Josh breaks down the financials of the 2024 election, comparing Kamala Harris’s hefty campaign spending and debt with Donald Trump's cost-conscious approach. He dives into how candidates harnessed—or in some cases, missed—opportunities on social media and podcasts, transforming traditional campaigning. Then, in Extra Points, Josh looks into the story of how the satirical website The Onion acquired Alex Jones's Infowars domain—and why this unexpected twist has the internet talking. Plus, stick around until the end of the episode where Josh shares an important warning about the surging crypto market—and why buying in at the peak could be a costly mistake. Can’t get enough of The Financial Quarterback? Click 'Subscribe' to stay in the loop. Loving our game plan? Drop us a 5-star rating and share your thoughts in a review. Your feedback fuels the show!…

The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing

1
[LIVE RADIO SHOW] Election Drama’s Market Fallout, Bitcoin Frenzy, and Tax-Saving Tricks + Listener Q&A! 1:45:35

22 weeks temu1:45:35

1:45:35

We’re live, and Josh is talking about the financial shifts of the week, unpacking how recent political upheavals could influence the markets. As firms like Goldman Sachs put out their forecasts, Josh shares his own take, using past data to make sense of it all. He also takes listener calls, exploring topics from the impact of the new presidential cabinet on economic policies to the role of Bitcoin in today’s financial landscape and strategies for protecting your retirement from unexpected tax hits. Original Air Date: November 17, 2024 Can't get enough of the Financial Quarterback? Click 'Subscribe' to never miss a play. Loving the playbook? Drop us a 5-star rating and share your thoughts in a review. Your feedback fuels the game plan!…

The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing

1
Ep 39 - Sports Betting Doesn’t Have to Wreck Your Finances (Here’s Why) 31:49

22 weeks temu31:49

31:49

Ever wondered how sports gambling stacks up against traditional investing when it comes to your financial future? Josh breaks it all down, exploring the skyrocketing popularity of sports betting since the Supreme Court’s 2018 ruling. He dives into the legal and financial landscape that’s made gambling a trillion-dollar industry and reveals the dangers that lie beneath the thrill of high-stakes wagers. Josh offers a sobering yet balanced view of the impact sports gambling can have on savings and long-term financial goals, warning of its potential to drain wealth rather than build it. He champions responsible betting practices and explains why informed investing—like choosing index funds over gambling—is a more secure path to lasting wealth. From examining the societal effects of online betting to offering savvy tips for keeping finances on track, Josh invites you to think beyond the rush of placing bets and prioritize your financial well-being. Can't get enough of the Financial Quarterback? Click 'Subscribe' to never miss a play. New episodes touchdown right here! Loving the playbook? Drop us a 5-star rating and share your thoughts in a review. Your feedback fuels the game plan!…

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The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing « »
Ep 37 - Is the American Dream Dead or Just More Expensive Than Ever?