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

From choosing between term and whole life insurance to deciding whether to rent or buy, Josh breaks down real-life scenarios and offers practical tips. He also discusses meme stocks vs. 401(k)s, the value of working with a financial advisor, and the overlooked risks in estate planning. Plus, learn about Roth conversion strategies, protecting your wealth, and how to align your investments with your...

Is President Trump’s $92 billion AI and energy initiative a visionary investment, or a fiscal time bomb? Josh breaks down what the AI investment plan could mean for tech, energy, and your portfolio. Plus, Josh tackles the rise of Bitcoin ETFs, explains what actually backs crypto, and shares key lessons from Gene Hackman’s estate mess on why proper planning matters. Can't get enough of The Financia...

Still betting your future on the classic 60/40 portfolio? You might want to rethink that. In this episode of The Financial Quarterback, Josh Jalinski dives into the changing dynamics of retirement planning. With inflation, rising rates, and market volatility reshaping the game, Josh reveals four modern portfolio strategies that go beyond outdated financial rules. Whether you're nearing retirement...

In this episode, Josh takes a peek at the new law and provides some insights of how this may affect you and your family. He breaks down the intricacies of the latest tax legislation, the Big Beautiful Bill. He dives into the bill's impact on estate planning, individual taxes, and business provisions, offering practical advice on how to leverage these changes for your financial benefit. Whether you...

What do today’s tax policies really mean for the future of Social Security and retirement? Economist Teresa Ghilarducci joins Josh to break down a wave of new proposals, including the Trump-backed MAGA accounts and tax cuts on tips and Social Security income. Together, they dig into what these changes signal for long-term economic stability, especially for working families and retirees. The two co...

What happens when you stop thinking nationally and start thinking globally? Josh sits down with legendary investor and bestselling author Doug Casey for a conversation that spans borders, currencies, and ideologies. Doug shares his journey from early investment risk-taker to global citizen, offering sharp takes on the future of bitcoin, the real value of gold and uranium, and how to think clearly...

What does it take to walk away from the NFL on your own terms, financially and personally? Josh sits down with former NFL safety Glover Quin for a wide-ranging conversation about football, money, and building a life after the league. From growing up in Mississippi to leading the Detroit Lions defense, Glover shares the mindset that helped him live on just 30% of his NFL salary, invest wisely, and...

What’s really eating away at your Social Security check? In this live radio show, Josh breaks down how Social Security gets taxed, why so many retirees get caught off guard, and what you can do to protect your income. He explains the history of the program, the rise of stealth taxes, and how proposed policies could reshape your retirement. Along the way, callers weigh in with questions about Roth...

What are the rules that separate financial stability from chaos? Josh breaks down 13 guiding principles that help shape stronger habits, smarter decisions, and a more durable approach to money. It’s about clarity, consistency, and knowing which rules actually matter. Then in Extra Points, Josh weighs in on Mississippi’s push to eliminate state income tax and what that move could mean for your plan...

Are you ready to cross the goal line into retirement? Josh dives into the critical five-year period before retirement, guiding you through essential strategies to secure your financial future. He kicks off with the importance of mapping out retirement goals and emphasizes the benefits of catch-up contributions for those aged 50 and above. Josh then explores the advantages of rolling over old 401(k...

What can the fall of a sporting goods giant teach us about the future of retail? In part two of the e-commerce series, Josh takes on the case of Modell’s and how digital disruption and changing consumer habits reshaped the sporting goods industry. He looks at how companies like Nike pulled ahead by doubling down on digital access and rethinking the in-store experience. Josh also explores how young...

What happens when business, media, and sports collide? Josh sits down with Joe Favorito, one of the most respected voices in sports communications, to break down how the business of sports is evolving and what’s really driving the money behind the games. With decades of experience at the Knicks, WTA, and USTA, Joe brings insight into how organizations build fan loyalty, navigate private equity pre...

What happens when convenience overtakes connection? Josh explores the explosive rise of e-commerce and what it means for small businesses trying to keep up. From the early days of online shopping to today's mobile and AI-driven landscape, he breaks down how consumer habits have shifted and why the in-person experience still holds value. He digs into the pressure facing local retailers, the lasting...

How do wartime economies shape your finances? Josh explores this by diving deep into the impact of both former and current military conflicts on national and personal financial landscapes. From World War II's industrial mobilization to today's geopolitical tensions involving Ukraine, Israel, and Taiwan, Josh provides a historical analysis with contemporary relevance. Josh explores how wartime econ...

What if the real path to wealth isn’t flashy, fast, or found online? Josh breaks down why true wealth is built through time, discipline, and patience, not viral hacks or high-risk bets. He explores how compound growth works over decades, why emotional control matters more than market timing, and what it really means to be wealthy beyond just a number in your bank account. Josh shares lessons from...

Josh kicks off the live show with a breakdown of the latest market headlines, from tariff tensions to shaky investor sentiment, and shares why staying balanced in both mindset and portfolio choices is key during times of volatility. He explains how to keep perspective when the market gets noisy and why a steady approach often outperforms reactive moves. Listeners call in with questions about the r...

What makes the Roth IRA one of the most powerful tools in personal finance? Josh breaks it all down, explaining how this tax-advantaged account can help build lasting wealth, avoid future tax hikes, and give you more control over your money. He walks through the key rules—like income limits, tax-free withdrawal qualifications, and the five-year rule—so you can understand exactly how to use a Roth...

What do Jeffrey Epstein, private equity-owned insurance, and AI have in common? Josh sits down with bestselling author, co-founder of the media company Puck, and financial journalist William D. Cohan to unpack the forces shaping today’s financial landscape. Bill breaks down the rise of Apollo Global Management, its connections to controversial figures, and the risks that come with firms like Athen...

Are the markets flashing warning signs or presenting rare opportunities? Josh kicks off the show with a deep dive into the latest market turmoil, breaking down how volatility, interest rates, and global headlines are shaking investor confidence. He explores the power of strategic and tactical diversification, the importance of time in the market, and why even bear sentiment can point toward future...

​Did Jerome Powell just shift the economic narrative? Josh reacts in real time to Powell’s April 15 remarks at the Economic Club of Chicago, breaking down his comments on inflation, tariffs, and the growing risks in private credit markets. He questions whether Powell’s outlook reflects neutral policy or political influence, especially in light of ongoing tension with former President Trump.​ Josh...

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...

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," an...

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 les...

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 bloat...

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 dol...