The Financial Quarterback® Podcast: Your Game Plan to Protect Your Money and Retirement
iHeart Podcast Network
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-minute format that fits perfectly into your busy life. Host Josh Jalinski, the force behind the podcast, is not just any financial advisor. Recognized by Forbes as one of the "Best-In-State Wealth Advisors 2023" and "America's Top Financial Security Professionals 2023," Josh brings a wealth of knowledge and a unique approach to financial advice. As the founder and CEO of the Jalinski Advisory Group, his radical honesty and friend-in-the-business demeanor have made him a trusted voice in finance, regularly featured on CNBC, Fox Business News, CBS News, and Bloomberg. But the insights don't stop there. On Mondays, we bring you the best of Josh's weekend radio show, "The Financial Quarterback®" on 710 AM WOR in New York City. This isn't your ordinary financial talk; it's a live adventure with real-time listener call-ins, cutting-edge topical segments, and expert guests, all delivered with the excitement only live radio can offer. It's where finance meets fun, turning the start of your week into an engaging financial spectacle. Dive deeper with Josh on his YouTube channel at The Financial Quarterback® for video episodes and shorts. Subscribe on Apple Podcasts, Spotify, or your favorite podcast platform and lock in every episode. With new releases every Monday and Wednesday, "The Financial Quarterback® Podcast with Josh Jalinski" is your playbook for helping bulletproof your finances, from retirement savings to lifelong wealth protection.
Location:
United States
Networks:
iHeart Podcast Network
Description:
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-minute format that fits perfectly into your busy life. Host Josh Jalinski, the force behind the podcast, is not just any financial advisor. Recognized by Forbes as one of the "Best-In-State Wealth Advisors 2023" and "America's Top Financial Security Professionals 2023," Josh brings a wealth of knowledge and a unique approach to financial advice. As the founder and CEO of the Jalinski Advisory Group, his radical honesty and friend-in-the-business demeanor have made him a trusted voice in finance, regularly featured on CNBC, Fox Business News, CBS News, and Bloomberg. But the insights don't stop there. On Mondays, we bring you the best of Josh's weekend radio show, "The Financial Quarterback®" on 710 AM WOR in New York City. This isn't your ordinary financial talk; it's a live adventure with real-time listener call-ins, cutting-edge topical segments, and expert guests, all delivered with the excitement only live radio can offer. It's where finance meets fun, turning the start of your week into an engaging financial spectacle. Dive deeper with Josh on his YouTube channel at The Financial Quarterback® for video episodes and shorts. Subscribe on Apple Podcasts, Spotify, or your favorite podcast platform and lock in every episode. With new releases every Monday and Wednesday, "The Financial Quarterback® Podcast with Josh Jalinski" is your playbook for helping bulletproof your finances, from retirement savings to lifelong wealth protection.
Language:
English
Episodes
Ep 48 - Could an Annuity Be Your Retirement Game-Changer?
1/29/2025
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—like fees, surrender charges, and payout structures. He also digs into why annuities can feel like a pension and whether they’re the right fit for retirement security or just another sales pitch. Then in 'Extra Points,' Josh looks at the classic lottery winner dilemma—should you take the lump sum or the annuity payout? He lays out the numbers, the risks, and why the right choice depends on more than just the jackpot size. Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. Loving the show? Drop a 5-star rating and leave a review—your feedback fuels the game plan!
Duration:00:54:50
How Politics and the Economy Collide—And What It Means for You w/ Charles Wheelan (Naked Economics)
1/27/2025
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 down why these issues matter and how they affect everything from your investments to your daily life. Josh and Charles get into the push for political reform, the challenges of balancing capitalism and democracy, and why some economic myths just won’t die. They also take a detour into Charles’ experiences traveling the world, how different cultures handle money, and what his time in the Amazon taught him about life and economics. 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!
Duration:01:11:34
Ep 47 - How to Avoid Costly Tax Errors and Maximize Deductions
1/22/2025
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 also highlights the importance of accurate record-keeping and shares practical tips to simplify tax prep and sidestep common errors. Then in 'Extra Points,' the team discusses Taylor Swift’s Eras Tour and its surprising impact on small businesses, sparking a debate about the intersection of culture and commerce. Can’t get enough of The Financial Quarterback? Click ‘Follow’ to stay in the game with every new episode. Loving the show? Drop us a 5-star rating and let us know what you think—it’s your feedback that fuels the playbook!
Duration:00:25:48
Beating the IRS at Their Own Game w/ Dan Pilla (Pilla Tax)
1/20/2025
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 expiring provisions of the Tax Cuts and Jobs Act, rising IRS audits, and how small business owners and individuals can protect themselves with proper documentation and smart planning. Josh and Dan break down home office and mileage deductions, year-end tax-saving strategies, and common pitfalls that could trigger IRS scrutiny. They also explore how to navigate disputes with the IRS, from wage levies to appeals, and the importance of staying proactive with your tax strategy. Can’t get enough of The Financial Quarterback? Click 'Subscribe' to never miss a play. Loving the show? Drop us a 5-star rating and share your thoughts in a review. Your feedback fuels the game plan!
Duration:00:59:27
Ep 46 - Structuring Your Small Business to Save on Taxes
1/15/2025
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 deductions and strategies take center stage in the next episode. Along the way, Josh explores key tax categories like income and self-employment taxes and emphasizes the value of hiring a trustworthy financial team to avoid costly mistakes. Then in 'Extra Points,' Josh shares his thoughts on Netflix’s decision to build a $900 million studio in New Jersey. What does this mean for small businesses in the area? And how do these massive tax breaks stack up against what everyday entrepreneurs face? 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!
Duration:00:34:19
The Most Overlooked Tax Breaks for Small Businesses w/ Mark Kohler
1/13/2025
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 meetings, and Roth IRAs for kids, while sharing his expertise on year-end tax moves and financial planning essentials. Together, Josh and Mark dig into why S Corporations can be a game-changer for cutting self-employment taxes, how to turn family board meetings into tax deductions, and ways to use Roth IRAs for your kids to save now and build their financial future. The two also cover year-end moves like buying vehicles or equipment for bonus depreciation, leveraging HSAs for tax benefits, and making sense of crypto taxation as it continues to evolve. Check out more from Mark Kohler on his website and his educational platform for small business owners. Can't get enough of The Financial Quarterback? Click 'Subscribe' to never miss a play. Loving the playbook? Drop us a 5-star rating and share your thoughts in a review. Your feedback fuels the game plan!
Duration:00:52:51
Ep 45 - Surviving Inflation and Competition as a Small Business Owner
1/8/2025
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 your business and navigate the complexities of running a company in a competitive market. Then in 'Extra Points,' the conversation turns to Starbucks and its recent struggles in maintaining its foothold as a giant in the coffee world. Josh and the team examine what’s going wrong for the company and what small businesses can learn from their missteps. 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!
Duration:00:42:19
How Popular Gurus Are Failing Investors w/ David McKnight
1/4/2025
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 strategies might not work for everyone—and what you can do instead. Josh and David dig into nuanced financial strategies, including Roth conversions, annuities, and life insurance, explaining how these tools can help mitigate longevity risk and take advantage of current tax laws. They also discuss how Trump-era tax cuts impact Roth planning and why personalized advice beats generic rules of thumb every time. Plus, the two bond over the joys and challenges of raising seven kids each. 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!
Duration:01:04:06
Ep 44 - The Financial Quarterback Saves Christmas (& Hanukkah)!
12/23/2024
The Island of Misfit Toys is taking over the Financial Quarterback! Josh and the studio team—his self-proclaimed band of misfits—dive into Christmas and Hanukkah spending, gift-giving, and the surprising financial lessons behind the season. With Josh leading the pack like Rudolph, they break down how to balance budgets, navigate the quirks of family traditions, and find value in what truly matters. It’s a fun and spirited take on the most wonderful (and expensive) time of the year! Can’t get enough of the Financial Quarterback? Click 'Subscribe' to never miss a play. Loving the playbook? Drop us a 5-star rating and share your thoughts in a review. Your feedback fuels the game plan!
Duration:00:26:40
Ep 43 - What Happens When Wall Street Buys Your Favorite Franchise?
12/18/2024
What happens when Wall Street takes a bite out of a Jersey institution? Josh shares his take on Blackstone's $8 billion deal to buy Jersey Mike’s. He dives into the sandwich shop’s rise from local legend to franchise powerhouse and what private equity ownership might mean for your beloved subs. Will Blackstone keep the Jersey flavor alive, or will profit margins take over? Josh doesn’t hold back as he digs into the economics, the risks, and the lessons investors can learn from this massive deal. Then, in Extra Points, Josh gives his raw thoughts on Jaguar’s controversial new rebrand—because when you’re ditching your iconic legacy for electric vehicles and a flashy new logo, it’s bound to stir up some opinions. Is the luxury brand steering into success or headed for a collision with its legacy? 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!
Duration:00:28:56
The Truth About Building Wealth in Stocks w/ Brian Feroldi (Long Term Mindset)
12/16/2024
How does the stock market go up, and what role does smart investing play in building wealth? Josh sits down with Brian Feroldi, financial educator, author, and host of the Youtube channel Long Term Mindset, to explore these topics. Brian discusses his journey from financial illiteracy to becoming a trusted voice in the investing world and shares insights from his book, Why Does the Stock Market Go Up? Their conversation covers the basics of wealth-building, including compound interest, the Rule of 72, and automating financial habits. Brian and Josh discuss ETFs versus mutual funds, strategies for valuing companies at different growth stages, and lessons from market icons like Warren Buffett. The two also delve into the healthcare and tech sectors, with Brian spotlighting advancements like room-temperature organ transplant technology as part of the evolving investment landscape. 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!
Duration:00:49:15
Ep 42 - What Disney Tells Us About America’s Love for Consumerism
12/11/2024
How much does the magic of Disney really cost? Josh looks back on his own childhood trips to Disney while digging into how these family vacations have turned into massive money pits. From soaring ticket prices to overpriced souvenirs and meals, Josh breaks down the true cost of a Disney trip and why it’s gotten so out of control. He also shares easy tips to help families save money on their Disney adventures—like visiting during off-peak times or cutting out unnecessary extras—and throws in some fun ideas for affordable vacation alternatives. Plus, in Extra Points, Josh looks at a wild story about a Disney lawsuit and a gives a lesson about keeping your financial priorities in check before spending big. 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!
Duration:00:31:30
Peter Schiff Shares Bold Predictions on Gold, Bitcoin, and the U.S. Economy
12/9/2024
What’s the real story behind gold’s rise, Bitcoin’s bubble, and the shaky state of the U.S. economy? Josh sits down with Peter Schiff, renowned economist and CEO of Euro Pacific Capital, for an unfiltered conversation that dives into it all. Peter shares his bold prediction for gold, expecting prices to soar past $3,000, and doesn’t hold back, labeling Bitcoin as a speculative bubble on the brink of collapse. Josh and Peter then break down Trump’s economic policies and tariffs, examining their potential impacts on the dollar and global trade. They also dig into the historical failures of government spending cuts, cautioning against blind faith in political reforms. The two end with strategies for tackling inflation and economic uncertainty, including smart investments in gold, foreign equities, and income-producing real estate. 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!
Duration:00:54:53
Why Bitcoin Is More Than a Cryptocurrency Revolution w/ Marty Bent (TFTC)
12/4/2024
Is Bitcoin the financial revolution that could upend traditional banking? Josh sits down with Marty Bent, managing partner at 1031 and host of TFTC: A Bitcoin Podcast, for a deep dive into the potential of digital currency. Josh and Marty discuss how Bitcoin is more than just a tech trend—it’s a monetary revolution with the potential to upend traditional finance. Marty shares his take on why nation-states, even the U.S., may soon consider holding Bitcoin reserves and how this shift could change global market dynamics. The two dissect Bitcoin’s superiority over altcoins, its unmatched decentralization, and the lessons learned from recent collapses like FTX and Celsius. They also go through potential strategies for newcomers into the crypto world, offering tips on how to start safely and understand the importance of secure, long-term investment approaches. 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!
Duration:01:16:10
[LIVE RADIO SHOW] Black Friday’s Economic Surge, Inflation’s Grip on America, and Maximizing Tax Savings + Listener Q&A!
12/2/2024
What’s the secret to wrapping up the year with a stronger financial game plan? Josh is live, kicking off the episode with a look at Black Friday shopping trends and their ripple effects across the economy. From there, he takes on Bitcoin’s market buzz and the surprising moves billionaires are making. He then walks through tax loss harvesting tips, explains Roth conversion bracket filling, and breaks down RMD strategies like Qualified Charitable Distributions. Josh also takes listener questions throughout the episode, bringing up everything from gifting stock to balancing risk with precious metals. He then wraps up the live show with insights into Bitcoin’s role in portfolio planning. Air Date: November 30, 2024 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!
Duration:01:42:41
Ep 41 - RMD Deadlines and What Could Be at Stake for Your Retirement
11/27/2024
How do you navigate the new RMD rules without paying hefty penalties? Josh deep dives into Required Minimum Distributions (RMDs) and their impact on your retirement plan, especially as new regulations from the SECURE 2.0 Act kicked in for 2024. With RMDs now beginning at age 73, Josh explains the critical deadlines to watch and the strategies that can help you minimize tax burdens. Josh covers the severe 50% excise tax penalty for missed RMDs and offers practical ways to avoid it, like setting up automatic distributions and understanding the Required Beginning Date (RBD). He explores opportunities for Roth IRA conversions after fulfilling RMD obligations and highlights the importance of handling inherited IRAs correctly to prevent unexpected tax hits for your beneficiaries. 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!
Duration:00:28:22
[LIVE RADIO SHOW] Bitcoin Hits 100k, Buffett’s Cash Playbook, and Holiday Budgeting Tips + Listener Q&A!
11/25/2024
We’re live, and Josh is diving into the week’s biggest financial shifts, from Bitcoin’s explosive climb toward $100,000 to Warren Buffett’s surprising cash strategies. With Gary Gensler stepping down as SEC Chairman, Josh unpacks what this means for crypto regulations and institutional adoption, offering his take on the shifting landscape. Josh also takes listener calls on a range of topics, breaking down Target’s earnings slump, Walmart’s consumer trends, Social Security updates, inheritance planning, and holiday spending dilemmas. Original Air Date: November 23, 2024 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!
Duration:01:46:45
Ep 40 - Inside the Money Wars of the 2024 Election
11/20/2024
How does money really shape election outcomes? Josh breaks down the financials of the 2024 election, comparing Kamala Harris’s hefty campaign spending and debt with Donald Trump's cost-conscious approach. He dives into how candidates harnessed—or in some cases, missed—opportunities on social media and podcasts, transforming traditional campaigning. Then, in Extra Points, Josh looks into the story of how the satirical website The Onion acquired Alex Jones's Infowars domain—and why this unexpected twist has the internet talking. Plus, stick around until the end of the episode where Josh shares an important warning about the surging crypto market—and why buying in at the peak could be a costly mistake. Can’t get enough of The Financial Quarterback? Click 'Subscribe' to stay in the loop. Loving our game plan? Drop us a 5-star rating and share your thoughts in a review. Your feedback fuels the show!
Duration:00:20:56
Ep 39 - Sports Betting Doesn’t Have to Wreck Your Finances (Here’s Why)
11/13/2024
Ever wondered how sports gambling stacks up against traditional investing when it comes to your financial future? Josh breaks it all down, exploring the skyrocketing popularity of sports betting since the Supreme Court’s 2018 ruling. He dives into the legal and financial landscape that’s made gambling a trillion-dollar industry and reveals the dangers that lie beneath the thrill of high-stakes wagers. Josh offers a sobering yet balanced view of the impact sports gambling can have on savings and long-term financial goals, warning of its potential to drain wealth rather than build it. He champions responsible betting practices and explains why informed investing—like choosing index funds over gambling—is a more secure path to lasting wealth. From examining the societal effects of online betting to offering savvy tips for keeping finances on track, Josh invites you to think beyond the rush of placing bets and prioritize your financial well-being. 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!
Duration:00:31:49
FROM THE ARCHIVES: Edward Collins on How to Scale Your Business and Reduce Taxes
11/11/2024
Original Air Date: July 15, 2023 Ever wondered how to future-proof your finances in an economy with rising taxes and the gig economy booming? In this episode from The Financial Quarterback Radio Show Archives, Josh sits down with Edward Collins, an influential figure in wealth management and business strategy. From an early career in the United States Department of Justice to founding a multi-state financial planning practice and co-creating Uplevel, a platform designed to empower entrepreneurs, his strategies are helpful for business owners today. As more people pivot to entrepreneurship and face evolving tax regulations, Collins’s expertise in reducing tax liabilities and maximizing cash flow is more important than ever. Josh and Edward dive into a lively discussion about the challenges and opportunities of today’s financial landscape. Edward opens up about his shift from government work to building a successful wealth management business, revealing key lessons on structuring your finances for optimal tax efficiency. The conversation takes a turn as they break down why focusing on free cash flow rather than income is essential, especially in the evolving gig and freelance economy. Edward also shares his insights on how entrepreneurs can use social media to grow their brand and create value-driven content, all while protecting their assets through strategic entity formation. 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!
Duration:00:53:39