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! 📈🔥

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 of The J&J Show. 

#JJShow #Podcast #Finance #WealthManagement #Q4Trends

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!

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. 💼🤖

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

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!

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

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 #YourTotalSolution #WealthManagement #FinanceTips

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.