Planning To Retire ציבורי
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Step into the financial end zone with "The Financial Quarterback® Podcast with Josh Jalinski," your weekly playbook for help in mastering the financial game, protecting your wealth, and securing your retirement. Each episode dives into crucial topics like retirement planning, financial strategies, and estate planning, offering straightforward, actionable advice to shield your wealth from higher taxes and market risks. It's the financial guidance you've been searching for, delivered in a 30-m ...
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Terry Martine answers your retirement planning questions. There are other "financial" podcasts, but only one that focuses on teaching you how to manage your own finances. It's one thing to hear about a lot of theory, but we discuss specific strategies people are using today. Are you curious about what your retirement will look like? Do you have enough money saved to retire at 65? Maybe you want to retire before 65? Even if you have a financial planner, we will give you the tools to build you ...
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Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
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show series
 
What does it take to stay financially grounded when everything feels uncertain? In this live radio episode, Josh breaks down how to plan smart in the face of inflation, market swings, and government waste. He covers the rise in 401k millionaires, red flags in Medicare Advantage plans, and the latest shifts in crypto and gold ETFs. He also touches o…
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Should you lock your assets away in an irrevocable trust, or keep things flexible with a revocable one? Josh breaks down revocable vs. irrevocable trusts, showing how they impact taxes, inheritance, and asset protection. He lays out pros, cons, and real-world uses of these estate planning tools. From avoiding probate to shielding wealth from taxes …
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What happens when the biggest financial bubble in history finally bursts? Josh sits down with economist and bestselling author Harry Dent to break down his latest predictions for a massive market downturn between 2025 and 2027. Dent explains why recessions aren’t just inevitable, they’re necessary. They dive into the consequences of runaway debt, t…
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Is wedding bliss really about love, or is it about money too? Josh breaks down what couples need to know about merging finances, from joint accounts to budgeting, and why money fights are one of the biggest reasons marriages fail. He dives into financial transparency, the do’s and don’ts of managing money together, and how to avoid the biggest mist…
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How do you raise financially responsible kids when schools barely teach them about money? Josh explores this with Bobbi Rebell, CFP®, founder of Financial Wellness Strategies and bestselling author of Launching Financial Grownups. Bobbi shares her journey from New York finance pro to Florida-based financial educator, and why she’s so passionate abo…
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What does Social Security really look like heading into 2025? Josh breaks down the financial strain facing the system, what Congress might do to fix it (or not), and what it all means for retirees trying to plan ahead. He breaks down how political gridlock, inflation, and shifting demographics are all putting pressure on the system, and shares stra…
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What’s really happening with private equity, and why does it matter for your retirement? Josh sits down with bestselling author and financial truth-teller Barry Dyke to unravel the hidden risks behind private equity firms taking over public assets, insurance companies, and even your retirement savings. Barry breaks down how firms like BlackRock are…
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Is the stock market a bubble waiting to pop? Josh sits down with renowned economist Steve Hanke, a professor of applied economics at Johns Hopkins University and an expert in currency trading and financial policy. Hanke shares his take on why the market is overbought, overpriced, and overhyped, offering insights into contrarian strategies like sent…
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Are government spending plans helping or hurting your wallet? In this live radio episode, Josh takes calls from listeners on everything from estate planning and tax strategies to the latest economic policies shaping personal finances. The conversation covers Warren Buffett’s estate planning philosophy, the tax advantages of ETFs over mutual funds, …
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Where is your tax money really going? Josh digs into the latest revelations about government spending, from nonprofit funding to media influence, and what it all means for the economy and taxpayers. With political spending ramping up, he breaks down the financial impact and whether federal oversight is keeping up. Then in Extra Points, X’s AI chatb…
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What’s really going on with the economy today? In this live radio episode, Josh takes caller questions on everything from market volatility to tax strategies, breaking down what’s really happening in the current markets. With inflation, interest rates, and tariffs making headlines, he offers his unfiltered take on how these policies could shake up …
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Are tariffs the key to reviving American industry or just another tax in disguise? Josh dives into Trump’s latest proposed tariffs, weighing their impact on the economy, inflation, and everyday Americans. With off-the-cuff analysis, he explores whether protectionist policies can truly boost U.S. businesses or if free trade is still king. Along the …
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Is your financial plan working for you, or are you just chasing returns? Josh sits down with financial advisor George Cisneros to break down a different approach—one built on stewardship, multi-generational synergy, and maximizing the velocity of money. He shares his journey from growing up in a Wall Street-area restaurant family to becoming a fina…
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How do you turn your retirement savings into a steady paycheck? Josh guides us through the shift from building wealth to making it last. From dynamic withdrawal strategies to tax-smart income planning, he lays out how inflation, healthcare costs, and market volatility can impact your financial future—and what you can do to stay protected. Then in '…
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Are you making costly mistakes with your IRA? Josh revisits a conversation with Ed Slott, one of the country’s top IRA and retirement tax experts. Known as America’s IRA Expert, Ed has built a career helping people avoid costly tax mistakes when managing their retirement savings. With retirement planning constantly evolving, his insights remain as …
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Annuities—love them or hate them, they’re everywhere in retirement planning. Josh breaks down exactly what annuities are, how they work, and whether they actually make sense for your financial future. From fixed to variable to indexed annuities, he covers the different types, how insurance companies use them, and the key factors to watch out for—li…
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What happens when politics and economics collide? Josh sits down with Charles Wheelan, economist, Dartmouth professor, and author of the best-selling Naked Economics series, to explore the financial and political forces shaping our world. From ranked choice voting to the realities of inflation, global risks, and government spending, Charles breaks …
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How can small business owners make the most of their tax deductions? Josh continues with his small business tax series, focusing on the crucial topic of deductions and the mistakes entrepreneurs need to avoid. From home office write-offs to maximizing tax credits, he unpacks strategies to help reduce taxable income while staying compliant. Josh als…
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What’s your best defense against the IRS? Josh brings back renowned tax litigation expert Dan Pilla to uncover strategies for navigating today’s complex tax landscape. As the head of Pilla Tax and author of 14 books on tax-related issues, Dan shares his decades of experience fighting and winning cases against the IRS. Together, they dive into expir…
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How should small business owners navigate the maze of taxes? It's tax prep month on The Financial Quarterback Podcast, and Josh begins by laying out the groundwork for small business tax management. From picking the right structure—LLC or S Corp—to the critical role of keeping accurate records, he unpacks what entrepreneurs need to know before dedu…
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What’s the cost of procrastinating on your taxes? Josh explores this with CPA, attorney, and financial strategist Mark J. Kohler, host of The Main Street Business Podcast. Known for helping entrepreneurs and families navigate tax, legal, and wealth-building strategies, Mark breaks down actionable tips like leveraging S Corporations, family board me…
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What does it take to build and sustain a thriving small business in today’s economy? Josh breaks down the challenges small business owners face, from inflation and competition to tax strategies and cash flow management. Drawing from his own experience as a young entrepreneur, he lays out actionable steps to create a strong financial foundation for …
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What’s the real cost of following mainstream financial gurus? Josh brings back bestselling author David McKnight to unpack his latest book, The Guru Gap: How America’s Financial Gurus Are Leading You Astray, and How to Get Back on Track. They dissect "advice" from popular figures like Dave Ramsey and Suze Orman, highlighting why their broad strateg…
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Everyone's Talking About Their 'Roman Empire'—But What Does It Mean for America's Financial Future? Josh dives into the resurgence of the Roman Empire in today's cultural zeitgeist, questioning what this fascination reveals about our own era's concerns with debt, inflation, and the potential decline of the American empire. He draws parallels betwee…
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Are taxpayer-funded sports stadiums a financial blessing or a burden? Josh dives into this hot-button issue, exploring the true economic impact and cultural significance of iconic arenas like Yankee Stadium and Fenway Park. He scrutinizes whether these massive public expenditures truly benefit the communities they claim to uplift, or if they merely…
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