The Financial Quarterback® Podcast with Josh Jalinski

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 recession. Lobo also shares his expertise on commodities, advising on strategic investments in uranium, gold, and silver, while discussing the growing importance of nuclear energy amid rising demand for stable power sources. The duo also digs into how political decisions can influence market dynamics.

Can't get enough of the Financial Quarterback? Click 'Subscribe' to never miss a play. New episodes touchdown right here! Loving the playbook? Drop us a 5-star rating and share your thoughts in a review. Your feedback fuels the game plan!

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 Chinese companies, citing concerns over government control and lack of transparency.

As listeners call in, Josh answers questions on a variety of financial issues, including the rising taxes on 401(k) and IRA accounts, the difficulties small business owners face with hiring and regulation, and how immigration plays a critical role in today’s labor market. He also provides insights into tax strategies, highlighting the advantages of strategic Roth conversions, and stresses the importance of diversifying investment portfolios with U.S. equities, gold, and bonds.

Can't get enough of the Financial Quarterback? Click 'Subscribe' to never miss a play. New episodes touchdown right here! Loving the playbook? Drop us a 5-star rating and share your thoughts in a review. Your feedback fuels the game plan!

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 planning and introduces the concept of holistic financial planning. With a focus on protection, savings, growth, cash flow, and debt management, Jalinski provides a game plan for building and protecting wealth.

Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game!

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 like the troubling persistence of negative net national saving, the real-world impact of government deficit spending, and the flaws of the Keynesian multiplier. The conversation takes a critical look at the Federal Reserve’s influence on the economy, the struggles of the public education system, and the growing affordability crisis in housing. They also explore broader economic risks posed by high inflation, demographic changes, and immigration policy, providing actionable insights on how these issues could shape the future.

Can't get enough of The Financial Quarterback? Click 'Subscribe' to never miss a play. New episodes touchdown right here! Loving the playbook? Drop us a 5-star rating and share your thoughts in a review. Your feedback fuels the game plan!

Are you ready to draft the ultimate financial strategy? Josh kicks off this episode by breaking down how to build a well-rounded financial team, focusing on diversification and managing risk. He guides you through the importance of balancing offensive and defensive investments, ensuring that your portfolio is set up for long-term success, especially as retirement approaches.

Then, it’s draft day! In the second half of the episode, Josh teams up with Producers Jim and Fisher to dive into the 2024 Financial Draft. Together, they compete to select the best financial assets—picking everything from stocks and bonds to alternative investments—as they each build their own dream portfolios. It's a high-stakes financial showdown, where the goal is to craft a winning strategy for future wealth and retirement security.

Can't get enough of the Financial Quarterback? Click 'Subscribe' to never miss a play. New episodes touchdown right here! Loving the playbook? Drop us a 5-star rating and share your thoughts in a review. Your feedback fuels the game plan!

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 tough love to help them avoid costly mistakes.

Josh and Kevin dive into Kevin’s investment strategies, focusing on dividend-yielding stocks, royalty deals, and the impact of the Trump tax cuts on small-cap stocks. They also discuss the importance of financial literacy, with Kevin introducing his Beanstox app to help the younger generation start investing. Kevin also emphasizes the critical role of diversification in managing investment risk.

Can't get enough of the Financial Quarterback? Click 'Subscribe' to never miss a play. New episodes touchdown right here! Loving the playbook? Drop us a 5-star rating and share your thoughts in a review. Your feedback fuels the game 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) plans into IRAs for better investment flexibility, along with the triple tax benefits of Health Savings Accounts (HSAs) for healthcare expenses.

Josh tackles Medicare, breaking down the different parts and explaining when to sign up to avoid penalties. He also shares tax-smart strategies like Roth conversions to optimize your retirement savings. Later in the episode, Josh plays a game of "Head to Head," putting retirement strategies to the test. Then in "Extra Points," he compares the best and worst states to retire in based on Bankrate’s latest rankings.

Can't get enough of the Financial Quarterback? Click 'Subscribe' to never miss a play. New episodes touchdown right here! Loving the playbook? Drop us a 5-star rating and share your thoughts in a review. Your feedback fuels the game plan!

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 and James dive into the implications of the recent dismal bond auction, exploring how it signals potential long-term structural yield hikes tied to high fiscal deficits and inflation. James shares insights into the Bitcoin Opportunity Fund’s strategy, highlighting Bitcoin’s role as a transformative asset in global finance, especially in economically challenged regions. They also dissect key recession indicators, including rising delinquency rates and reduced credit card spending, and debate the future of market volatility, Fed decisions, and the importance of a diversified investment strategy that includes BTC, gold, and Treasury Bills.

Can't get enough of the Financial Quarterback? Click 'Subscribe' to never miss a play. New episodes touchdown right here! Loving the playbook? Drop us a 5-star rating and share your thoughts in a review. Your feedback fuels the game plan!

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.

Plus, in "Extra Points," Josh shares how Bruce Springsteen rocked his way to billionaire status—find out what you can learn from the legendary musician’s journey to financial success.

Can't get enough of the Financial Quarterback? Click 'Subscribe' to never miss a play. New episodes touchdown right here! Loving the playbook? Drop us a 5-star rating and share your thoughts in a review. Your feedback fuels the game plan!

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, discussing his strategic business decisions and philanthropic ventures through the Bill and Melinda Gates Foundation. He draws lessons from Gates' journey, emphasizing the importance of strategic partnerships, diversified investments, and maintaining integrity in business. Plus, in Extra Points, Josh shares a amusing recent story about Gates’ visit to a Michelin-starred restaurant, and wraps up with a special business lesson that you won’t want to miss.

Can't get enough of the Financial Quarterback? Click 'Subscribe' to never miss a play. New episodes touchdown right here! Loving the playbook? Drop us a 5-star rating and share your thoughts in a review. Your feedback fuels the game plan!