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

Is Bitcoin the Key to True Financial Freedom? Josh sits down with Robert Breedlove, a leading figure in the Bitcoin world and host of the What is Money? podcast, to tackle this issue. Breedlove, a self-proclaimed "freedom maximalist," dives deep into how Bitcoin can serve as a tool for decentralization and personal liberty. Together, they explore Bitcoin's philosophical underpinnings and its poten...

Are we heading toward a recession? Josh explores this pressing question with guest Lobo Tiggre, seasoned financial analyst and mastermind behind The Independent Speculator. Josh and Lobo break down the Federal Reserve's recent decisions, including the impact of the 50 basis points rate cut, and tackle labor market concerns, highlighting significant job data revisions that could signal an oncoming...

Are you skeptical about investing in foreign markets, especially in countries with volatile political landscapes? In this Sept. 28, 2024 live episode of The Financial Quarterback, Josh takes live calls from listeners, diving into their pressing questions about the Chinese stock market surge after the People’s Bank of China's stimulus measures. He explains why he’s cautious about investing in Chine...

In the first episode of the Financial Quarterback Podcast, Josh Jalinski introduces a new playbook for financial planning. Drawing from personal experiences and the failures of traditional financial planning, Jalinski emphasizes the importance of having a financial model that accounts for wealth eroding factors. He discusses the limitations of the arithmetic formula commonly used in financial plan...

Are current economic policies leading us down a path of instability? In this episode, Josh brings back renowned economist Dr. Lacey Hunt to dissect the state of the U.S. economy. With over five decades of experience, Dr. Hunt provides a comprehensive historical analysis of economic theories, offering a fresh perspective on modern fiscal and monetary policies. Josh and Dr. Hunt delve into topics li...

Original Air Date: April 28, 2018 Is brutally honest feedback the key to saving entrepreneurs from financial ruin? In this episode from the archives, host Josh Jalinski sits down with Kevin O'Leary, aka Mr. Wonderful, the sharp-tongued investor from "Shark Tank" and a leading figure in the world of finance. Known for his no-nonsense approach, Kevin shares why he believes in giving entrepreneurs to...

Are traditional finance and Bitcoin on a collision course? Josh tackles this question head-on with guest James Lavish, managing partner of the Bitcoin Opportunity Fund. Beyond his work in the hedge fund, James is a widely respected figure in the investment community, appearing frequently on financial podcasts and contributing to financial discussions on various platforms, including Spaces. Josh an...

Who wants to be a millionaire?! Josh Jalinski dives into how you can set your kids up to be potential millionaires by age 65. Josh reveals powerful strategies like using Roth IRAs, life insurance, and estate planning to ensure your children’s financial futures are secure. With insights inspired by Warren Buffett, Josh breaks down wealth-building tactics that any parent can put into action today. P...

Is Bill Gates’ strategy of giving away billions more powerful than his business acumen? Josh delves into the life and legacy of Microsoft co-founder Bill Gates. From Gates' early days as a Harvard dropout to building one of the most influential tech companies in the world, Josh uncovers the pivotal moments that defined Gates' career. Josh takes you through Gates’ impact on the tech industry, discu...

What market trends should you really be following? In this episode, Josh Jalinski teams up with Chris Vermeulen, founder of The Technical Traders, to break down the power of technical analysis in today’s volatile market. Josh and Chris dive into Chris’s journey from a young market enthusiast to a seasoned financial strategist, revealing how his background in piloting and engineering shaped his sys...

Are you overlooking a powerful investment strategy that could protect your financial future? In this episode, Josh dives into the laddering strategy for bonds—a method that can help create steady income streams while managing interest rate fluctuations. He breaks down how to construct a bond ladder, making it a key tool for retirees and conservative investors looking for predictable returns. Josh...

How do geopolitical risks shape inflation and the stock market? Josh dives into this with economist David Ranson, who’s renowned for his accurate inflation forecasts. David kicks off the conversation by discussing how geopolitical uncertainties can temporarily suppress energy prices, giving a false sense of cooling inflation. They also explore the predictive power of gold prices, the VIX index's i...

Are we on the brink of another recession? In this episode, recorded live on August 2nd, 2024, via Spaces, Josh is joined by George Gammon, the creator of "The Rebel Capitalist Show," to tackle this pressing question. Live callers ask about the Sahm Rule, and Josh and George dive into its nearly flawless record in predicting economic downturns since the 1950s. The conversation heats up as they deba...

Are you ready to protect your retirement from the unexpected twists of the market? Josh kicks off this episode by breaking down the concept of sequence of return risk, explaining how the timing of market gains and losses can make or break your retirement plans. He dives into practical strategies like sequence defense, utilizing asset insurance, and securing guaranteed income sources to manage thes...

Are you taking full advantage of your tax and legal strategies as a small business owner? In this episode, Josh sits down with Mark J. Kohler, a leading CPA, attorney, and financial advisor, to break down some crucial tips for anyone looking to optimize wealth and protect assets in today’s economy. As they dive into the conversation, Mark shares how his consistency and adaptability during the COVI...

Are billionaires truly self-made, or is their success built on early privileges and opportunities? Welcome to episode one of our Billionaire Series, where each month, we highlight a billionaire, explore their journey, and uncover the financial lessons we can learn from them. This month, Josh delves into Warren Buffett's investment principles, focusing on value investing, the power of dividends, an...

Are you maximizing your portfolio's potential for financial independence? In this episode, Josh welcomes Frank Vasquez Jr., host of Risk Parity Radio, for an in-depth conversation. Together, they explore Frank's journey from international arbitration to becoming a financially independent investor, sharing strategies for managing diversified portfolios. Josh and Frank delve into the importance of r...

Are you leveraging advanced strategies to maximize your charitable donations? In part two of this series, Josh delves deeper into sophisticated charitable giving techniques that can enhance your philanthropic impact while providing significant tax benefits. Building on the foundations laid in part one, this episode explores advanced methods such as Qualified Charitable Distributions (QCDs), Donor-...

How can you achieve a stress-free financial life? In this episode, Josh Jalinski sits down with Jared Dillian, the editor of the Daily Dirt Nap and a seasoned investment strategist. Jared shares his expert insights on the latest stock market movements, the impact of recent inflation updates, and strategic approaches to managing investment volatility. Josh and Jared delve into the dynamics of large...

Are you maximizing the impact of your charitable donations? In part one of this two-part series, Josh explores the concept of tithing and how to choose the right charities to boost your financial portfolio. Josh delves into the financial and moral benefits of charitable giving, sharing personal stories and expert advice. Josh discusses the importance of selecting IRS-recognized 501c3 charities to...

Are financial norms changing post-COVID? In this episode, Josh chats with with Felix Salmon, Chief Financial Correspondent at Axios and host of Slate Money. They dive into Felix's unconventional journey from studying art history to becoming a prominent financial journalist. The discussion explores Felix's insights from his book, The Phoenix Economy, examining how the COVID-19 pandemic has radicall...

Can Tesla maintain its edge amidst rising competition and internal challenges? Josh tackles this issue by delving into Tesla's current market dynamics, focusing on the stiff competition from BYD and the ongoing delays in Cybertruck deliveries. He also explores Elon Musk's ambitious plans for Tesla, including the much-hyped RoboTaxi event, and what these developments mean for investors. Josh shares...

Are you prepared for a worry-free retirement? In this episode, Josh Jelinski sits down with the renowned Coach Pete (Peter J. Daruda), founder of Capital Financial Advisory Group and host of "The Financial Safari," to delve into financial planning and retirement strategies. Josh and Coach Pete discuss the critical importance of lifetime income planning and developing a financial strategy tailored...

How can political debates influence your financial future? In this live episode of "The Financial Quarterback," Josh dives into numerous financial topics, beginning with a robust discussion on the recent political debate and its potential implications for the economy, especially focusing on Social Security and inflation. Josh then answers live calls from the audience, providing practical insights...

Are kids a financial blessing or burden? Josh explores this by diving deep into the financial implications of starting and raising a family in today's economy. Challenging the prevalent notion that children are merely financial burdens, especially during economic downturns or periods of inflation, Josh uses data and personal anecdotes to illustrate how children can actually be a source of financia...