J&J Show

In Episode 13 of The J&J Show, Joe Simon and Josh Yoskosky sit down with Keith Skinner, Senior Vice President & Client Portfolio Manager for Global Equities, for an insightful discussion on today's investment landscape. Keith shares his perspective on current market conditions, emerging opportunities for investors, and the economic trends shaping global markets. From navigating uncert...

Episode 12 of the J&J Show is live! 🎙️ Josh and Joe revisit the latest comings and goings of the firm, share a status update on the new DC office building, introduce some new faces joining the team, and discuss upcoming changes being made to the model portfolio. Big things are happening, tune in now for all the updates and what’s ahead. 📈 #JJShow #YTSWealthManagement #WealthManagement Disclos...

Is bigger actually better in today’s market? In this episode, hosts Joe Simon and Josh Yoskosky sit down with Michael Mack, Client Portfolio Manager at VictoryShares, to break down what’s working right now, and why smaller, more focused strategies may have the edge. Disclosures Content in this material is for general information only and not intended to provide specific advice or recommendations f...

In this episode, we welcome Bob Stein, Deputy Chief Economist at First Trust Advisors, to discuss the outlook for economic growth, why inflation is something investors should always keep an eye on, and how AI could shape the economy in the years ahead. We dive deeper into broader macro trends, market outlook, and the long-term forces influencing the economy. Disclosures Content in this material is...

A new year means new goals, and a lot of preparation behind the scenes. In Episode 9 of The J&J Show, Josh and Joe walk through how they prepare for the new year, from financial management planning to handling key administrative items at the Arlington office. They also discuss kicking off a new round of client scheduling and why organization and consistency are critical to starting the year st...

Join Joshua R. Yoskosky and Joseph Simon, CIMA® as they break down tax loss harvesting, what it is, why it matters, and how it can benefit investors. Tune in now! 📈🔥 Disclosures Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results....

Episode 7 Plus | What Advisors Are Seeing as Q4 Unfolds Part II  Episode 7 Plus is here! In this follow-up to “What Advisors Focus on Going Into Q4,” Josh and Joe dive deeper into how advisors are adapting as the quarter unfolds.  🎙️ Tune in for fresh insights, real-world stories, and a look ahead at what’s next for the rest of the year.  👉Watch now and don’t forget to subscribe for more episodes...

Episode 7 of the J&J Show is here! 📊 Josh and Joe dive into the key things financial advisors think about as we head into the fourth quarter of the year. From year-end planning to client strategies, they break down what’s on their minds to finish strong. 👉 Tune in and get an inside look at an advisor’s perspective going into Q4! Disclosures Content in this material is for general information...

Josh and Joe are back answering your most asked questions about life as a financial advisor. From “Who’s your broker dealer?” to the rise of AI in finance (and a few curveballs in between). This episode packs in insight, laughs, and great discussions. 💼🤖 Disclosures Content in this material is for general information only and not intended to provide specific advice or recommendations for any ind...

On Episode 5 of the J&J Show, Josh & Joe break down one of the most commonly asked questions in the industry and clear up the misconceptions around financial management fees. 💼📊 🎧 Tune in now and get the answers you’ve been looking for! #JJShow #FinancialManagement #MoneyTalks #Podcast Disclosures Content in this material is for general information only and not intended to provide speci...

In this episode, financial managers Joe Simon & Josh Yoskosky break down the most common and important questions people ask their financial advisor. Whether you're just getting started or looking to optimize your wealth strategy, tune in to hear our honest guidance we give to clients every day.  Got a question we didn’t cover? Drop it in the comments! Disclosures Content in this material...

In this episode of the J&J Show, we’re breaking down what it really means to be a fiduciary and why that’s just the starting point. 💼 If you’ve ever wondered what your financial advisor might be leaving out, this one’s for you. 🔍 No fluff. No gimmicks. Just real talk about money, trust, and doing business the right way. 👉 Subscribe for more financial insight from the J&J Show Disclosure...

Welcome to Episode 2 of the J&J Show! This week, we're breaking down why personalized service is at the heart of everything we do at YTS Wealth and why it matters more than ever in today’s financial world. 🔔 Subscribe for more real conversations on wealth, mindset, and client-first advice. #JJShow #WealthMadeSimple #PersonalizedService #YTSWealthManagement #FinancialPodcast #YourTotalSol...

Join Josh Yoskosky and Joe Simon, wealth managers at YTS Wealth Management, as they pull back the curtain on the world of finance. The J&J Show is all about honest conversations, real experiences, and making money management simple and relatable. Whether you're just getting started or looking to level up, this is the podcast that speaks your language. Disclosures Content in this material...