Financial Quarterback Josh Jalinski

Financial Quarterback Josh Jalinski

Each week Josh Jalinski The Financial Quarterback covers the latest news in finance, economics and global markets. He is joined by some of the brightest minds to discuss everything from cryptocurrency and market valuations to investment strategies, tax strategies, estate planning and more!

Episodes

March 26, 2023 55 min
Josh is joined by Danielle Roberts, co-founder of Boomer Benefits, one of the most widely recognized brands in the Medicare insurance industry. She's also the best-selling author of 10 Costly Medicare Mistakes You Can’t Afford to Make. They discuss updated medicare strategies amid the turbulent and inflation ridden economic climate we are currently in. Plus, the costly Medicare mistakes to avoid as you head into retirement.
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Josh is joined by Dr. Bora Ozkan, associate professor of finance at Temple University’s Fox School of Business, Ozkan’s research interests are corporate finance, emerging markets real estate, and business education. Josh and Bora cover the many disruption happening in fintech and. how that will effect the economy, job market and your investment strategy. Is AI replacing jobs or creating them? Is the blockchain going to save or dest...
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Josh is joined by Dr. Richard Smith, CEO of TradeSmith and TradeStops. Also, Chairman of the Board and CEO of the Foundation for the Study of Cycles. Josh and Dr. Smith discuss the current volatility in the financial climate. Plus, thoughts on the Fed's strategy to battle inflation and the effect it's having on our economy. Also, is now a good time to invest in real estate, and how to invest in a volatile market, like the current o...
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Josh explains the complex IRS inflation adjustments for this year and how to use loss harvesting. Also, when and how it's to someone's advantage to be contributing to 2 different IRS plans, and when a Roth 401k is better than an IRA. Plus, how. boomers aren't financially prepared for retirement.
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January 29, 2023 56 min
Josh answers questions and dives deep on whether crypto and gold share any similar financial risks or is one more stable than the other. Also, what's the penalty on closing out a CD and is it worth it? Plus, is the law of RMD age discrimination?
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Josh is joined by Certified Trust & Fiduciary Advisor, Chris Carosa MBA, author of The Parent's Guide To Turning Your Teen Into A Millionaire. They delve into the exact steps on how your teen can be a millionaire before the age of 18. It's easier than you think. They go through the strategy and the tools you can use to do it.
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Josh covers the ins and outs of the Protection, Savings and Growth Plan that is a strategy to retire a millionaire. He covers the various savings methods and the steps to save for emergencies, invest for the future and plan for financial security.
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Josh has some good news because even though the market is in a turbulent state, there are some solid investment opportunities with higher than average returns. The key is to diversify and lock in those opportunities now.
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January 22, 2023 54 min
Josh talks about the importance of diversification to avoid wealth erosion. Plus, the pros and cons of 401ks, and the various scenarios where your retirement nest egg can be pillaged by taxes and other wealth eroding factors.
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Josh is joined by Laurence Kotlikoff, Professor of Economics at Boston University, President of Economic Security Planning, Inc, and author of Get What's Yours, The Revised Secrets to Maximizing Your Social Security. They discuss investment planning for 2023 with some predictions on where inflation will be heading, interest rates and the performance of the Fed, plus how strategic planning for Social Security can make a huge differ...
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Josh is joined once again by crowd favorite Tom Wheelwright, CEO of WealthAbility, and Best-Selling Author and Columnist. They go in depth on tax strategies to take advantage of in 2023. Everything from real estate taxes, to crypto currency taxes, and more. This one is chock full of highlights from his latest book, Win Wealth Strategy.
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Josh covers the many changes regarding the retirement system in 2023. Including The Secure Act and more. Plus, how to achieve tax benefits from a Qualified Charitable Distribution from an IRA.
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Josh is joined by Certified Trust & Fiduciary Advisor, Chris Carosa MBA, author of The Parent's Guide To Turning Your Teen Into A Millionaire. They delve into the exact steps on how your teen can be a millionaire before the age of 18. It's easier than you think. They go through the strategy and the tools you can use to do it.
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