The Financial Quarterback: Inside The Huddle: Recent Episodes
The Financial Quarterback
Every week Josh Jalinski, The Financial Quarterback, brings you the latest in financial news and education, with expert guests that discuss financial strategies for wealth preservation.
Josh Jalinski, The Financial Quarterback, is joined by Dawn Dahlby, a Certified Financial Planner who manages the wealth of high-net-worth individuals. She is the self-proclaimed first Behavioral Financial Advisor, and the Founder and President of Relevé Financial Group, a multi-million-dollar advisory firm.
As a fiduciary with over 20 years of experience providing financial advice, Dawn has not only led her clients from moderate incomes to affluence, but she has helped them become genuinely "Wellthy." Her proprietary approach helps people learn to save for tomorrow without sacrificing living today by merging the most effective teachings of self-help with finance to create a unique focus on “spending freedom.”
In this segment, Dawn and Josh talk about steps to save on taxes.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter, and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check.
Josh Jalinski, The Financial Quarterback, is joined by Dawn Dahlby, a Certified Financial Planner who manages the wealth of high-net-worth individuals. She is the self-proclaimed first Behavioral Financial Advisor, and the Founder and President of Relevé Financial Group, a multi-million-dollar advisory firm.
As a fiduciary with over 20 years of experience providing financial advice, Dawn has not only led her clients from moderate incomes to affluence, but she has helped them become genuinely "Wellthy." Her proprietary approach helps people learn to save for tomorrow without sacrificing living today by merging the most effective teachings of self-help with finance to create a unique focus on “spending freedom.”
In this segment, Dawn and Josh talk about fighting the impulse to sell at the wrong time.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter, and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check.
Josh Jalinski, The Financial Quarterback, is joined by Dawn Dahlby, a Certified Financial Planner who manages the wealth of high-net-worth individuals. She is the self-proclaimed first Behavioral Financial Advisor, and the Founder and President of Relevé Financial Group, a multi-million-dollar advisory firm.
As a fiduciary with over 20 years of experience providing financial advice, Dawn has not only led her clients from moderate incomes to affluence, but she has helped them become genuinely "Wellthy." Her proprietary approach helps people learn to save for tomorrow without sacrificing living today by merging the most effective teachings of self-help with finance to create a unique focus on “spending freedom.”
In this segment, Dawn and Josh discuss how to discover your financial motivation.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter, and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check.
Josh Jalinski, The Financial Quarterback, is joined by Ken Gronbach, nationally recognized author, expert, and futurist in Demography and Generational Marketing. He makes the science of shifting demography come alive with real-life examples relevant to today’s culture, business climate, and economy.
In this segment, Ken and Josh discuss how demographics shift demand.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter, and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback, is joined by Ken Gronbach, nationally recognized author, expert, and futurist in Demography and Generational Marketing. He makes the science of shifting demography come alive with real-life examples relevant to today’s culture, business climate, and economy.
In this segment, Ken and Josh discuss the demographic breakdown of each country and why the U.S. is the best place to live.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter, and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback, is joined by Ken Gronbach, nationally recognized author, expert, and futurist in Demography and Generational Marketing. He makes the science of shifting demography come alive with real-life examples relevant to today’s culture, business climate, and economy.
In this segment, Ken and Josh talk about home builder stocks and how building materials are a good deal right now.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter, and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback offers you ten tips for saving money.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter, and YouTube. Visit Jalinski.org for more
Josh Jalinski, The Financial Quarterback offers you 3 finance tips for first-time investors.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter, and YouTube. Visit Jalinski.org for more
Josh Jalinski, The Financial Quarterback offers you 3 finance tips if you're under 30 years old.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter, and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback, is joined by Matt Schulz is chief credit analyst at LendingTree. Matt has been covering the personal finance space for more than a decade. He is a nationally recognized expert on credit cards, “buy now, pay later” loans, personal loans, credit scoring and reporting, small business lending, and other aspects of personal finance.
In this segment, Matt Schulz says that new cycles impact Gen Z investors the most.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter, and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback, is joined by Matt Schulz is chief credit analyst at LendingTree. Matt has been covering the personal finance space for more than a decade. He is a nationally recognized expert on credit cards, “buy now, pay later” loans, personal loans, credit scoring and reporting, small business lending, and other aspects of personal finance.
In this segment, Matt Schulz explains why men are two times more likely to pull their money out than women.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter, and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback, is joined by Matt Schulz is chief credit analyst at LendingTree. Matt has been covering the personal finance space for more than a decade. He is a nationally recognized expert on credit cards, “buy now, pay later” loans, personal loans, credit scoring and reporting, small business lending, and other aspects of personal finance.
In this segment, Matt and Josh talk about why Gen Z is shooting themselves in the foot by pulling out investments funds
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter, and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback, is joined by Matt Schulz is chief credit analyst at LendingTree. Matt has been covering the personal finance space for more than a decade. He is a nationally recognized expert on credit cards, “buy now, pay later” loans, personal loans, credit scoring and reporting, small business lending, and other aspects of personal finance.
In this segment, Josh and Matt discuss the idea that Democrats tend to let their financial decisions be more affected by news and current events.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter, and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback, is joined by Barry Habib, mortgage industry expert, bestselling author, and founder and CEO of MBS Highway. Barry is also a well-known professional speaker and TV commentator on the Mortgage and Real Estate markets. Barry personally originated over $2 billion dollars during his mortgage sales career.
In this segment, Barry and Josh talk about the housing market right now and whether it's safe to buy a home.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter, and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback, is joined by Barry Habib, mortgage industry expert, bestselling author, and founder and CEO of MBS Highway. Barry is also a well-known professional speaker and TV commentator on the Mortgage and Real Estate markets. Barry personally originated over $2 billion dollars during his mortgage sales career.
In this segment, Barry and Josh discuss why unemployment is usually a good indicator of a recession.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter, and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback, is joined by Barry Habib, mortgage industry expert, bestselling author, and founder and CEO of MBS Highway. Barry is also a well-known professional speaker and TV commentator on the Mortgage and Real Estate markets. Barry personally originated over $2 billion dollars during his mortgage sales career.
In this segment, guest Barry Habib explains what actually defines a recession. And Barry says that we are likely to say that we're in a recession since we're nearing the end of the second quarter. Listen to find out why!
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter, and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback, is joined by David McKnight. David has helped put thousands of Americans on the road to the zero percent tax bracket. He has made frequent appearances in Forbes, USA Today, New York Times, CBS Radio, Bloomberg Radio, Huffington Post, Reuters, CNBC, Yahoo Finance, Nasdaq.com, Investor’s Business Daily, MarketWatch, and numerous other national publications. His bestselling book The Power of Zero has sold over 140,000 copies and is the #2 most-sold business book in the world. The Power of Zero was recently made into a full-length documentary film, also entitled The Power of Zero. As the President of David McKnight & Company, he mentors hundreds of financial advisors from across the country who specialize in The Power of Zero retirement approach.
In this segment, David explains why "the baby boomer dilemma" is really just a question of whether to pay taxes now or postpone them as much as possible, in order to get the tax rates that happen down the road.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter, and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback, is joined by David McKnight. David has helped put thousands of Americans on the road to the zero percent tax bracket. He has made frequent appearances in Forbes, USA Today, New York Times, CBS Radio, Bloomberg Radio, Huffington Post, Reuters, CNBC, Yahoo Finance, Nasdaq.com, Investor’s Business Daily, MarketWatch, and numerous other national publications. His bestselling book The Power of Zero has sold over 140,000 copies and is the #2 most-sold business book in the world. The Power of Zero was recently made into a full-length documentary film, also entitled The Power of Zero. As the President of David McKnight & Company, he mentors hundreds of financial advisors from across the country who specialize in The Power of Zero retirement approach.
In this segment, Josh and David define what "tax location" is and then they discuss how people can take advantage of tax location within their investments.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter, and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback, is joined by David McKnight. David has helped put thousands of Americans on the road to the zero percent tax bracket. He has made frequent appearances in Forbes, USA Today, New York Times, CBS Radio, Bloomberg Radio, Huffington Post, Reuters, CNBC, Yahoo Finance, Nasdaq.com, Investor’s Business Daily, MarketWatch, and numerous other national publications. His bestselling book The Power of Zero has sold over 140,000 copies and is the #2 most-sold business book in the world. The Power of Zero was recently made into a full-length documentary film, also entitled The Power of Zero. As the President of David McKnight & Company, he mentors hundreds of financial advisors from across the country who specialize in The Power of Zero retirement approach.
In this segment, Josh and David discuss the impact of rising taxes and why people should act quickly to take advantage of historically low tax rates.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter, and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback, is joined by David McKnight. David has helped put thousands of Americans on the road to the zero percent tax bracket. He has made frequent appearances in Forbes, USA Today, New York Times, CBS Radio, Bloomberg Radio, Huffington Post, Reuters, CNBC, Yahoo Finance, Nasdaq.com, Investor’s Business Daily, MarketWatch, and numerous other national publications. His bestselling book The Power of Zero has sold over 140,000 copies and is the #2 most-sold business book in the world. The Power of Zero was recently made into a full-length documentary film, also entitled The Power of Zero. As the President of David McKnight & Company, he mentors hundreds of financial advisors from across the country who specialize in The Power of Zero retirement approach.
In this segment, David shares with us how to get into the zero percent tax bracket and what the strategies are that include multiple strings of tax-free income.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter, and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback, is joined by Chartered Philanthropic Advisor, Les Winston, Founder of SocialSeCharity.org. He specializes in utilizing Section 664 of the tax code to build endowments and lower tax bills and has over 25 years of experience. He joins us to discuss tax strategies with a focus on A Little-Known Tax Break The Rich Use in Section 664 - also known as 'SocialSeCHARITY' and how middle-income earners can use it too!
In this segment, Josh and Les talk about Section 664 of the tax code and how it works as a tax strategy.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter, and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback, is joined by Chartered Philanthropic Advisor, Les Winston, Founder of SocialSeCharity.org. He specializes in utilizing Section 664 of the tax code to build endowments and lower tax bills and has over 25 years of experience. He joins us to discuss tax strategies with a focus on A Little-Known Tax Break The Rich Use in Section 664 - also known as 'SocialSeCHARITY' and how middle-income earners can use it too!
In this segment, Josh and Les discuss how the average person can use a charitable remainder trust as a tax strategy.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter, and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback, is joined by Chartered Philanthropic Advisor, Les Winston, Founder of SocialSeCharity.org. He specializes in utilizing Section 664 of the tax code to build endowments and lower tax bills and has over 25 years of experience. He joins us to discuss tax strategies with a focus on A Little-Known Tax Break The Rich Use in Section 664 - also known as 'SocialSeCHARITY' and how middle-income earners can use it too!
In this segment, Josh and Les talk about the benefits of the "pooled income fund."
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter, and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback, is joined by Chartered Philanthropic Advisor, Les Winston, Founder of SocialSeCharity.org. He specializes in utilizing Section 664 of the tax code to build endowments and lower tax bills and has over 25 years of experience. He joins us to discuss tax strategies with a focus on A Little-Known Tax Break The Rich Use in Section 664 - also known as 'SocialSeCHARITY' and how middle-income earners can use it too!
In this segment, Josh and Les discuss the benefits of a charitable remainder trust for single people or people without children.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter, and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback, is joined by Bobbi Rebell, CFP®, author of Launching Financial Grownups: Live Your Richest Life by Helping Your (Almost) Adult Kids Become Everyday Money Smart. Bobbi is also the host of the critically acclaimed Money Tips for Financial Grownups podcast, which has more than 700,000 downloads. Bobbi was also a global business news anchor and personal finance columnist at Reuters and held various journalist positions at top news outlets including CNBC, CNN, and PBS.
In this segment, Bobbi and Josh talk about parents putting up their guard rales in order to protect their kids.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter, and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback, is joined by Bobbi Rebell, CFP®, author of Launching Financial Grownups: Live Your Richest Life by Helping Your (Almost) Adult Kids Become Everyday Money Smart. Bobbi is also the host of the critically acclaimed Money Tips for Financial Grownups podcast, which has more than 700,000 downloads. Bobbi was also a global business news anchor and personal finance columnist at Reuters and held various journalist positions at top news outlets including CNBC, CNN, and PBS.
In this segment, Bobbi says listen to your kids and let them be their own person.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter, and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback, is joined by Bobbi Rebell, CFP®, author of Launching Financial Grownups: Live Your Richest Life by Helping Your (Almost) Adult Kids Become Everyday Money Smart. Bobbi is also the host of the critically acclaimed Money Tips for Financial Grownups podcast, which has more than 700,000 downloads. Bobbi was also a global business news anchor and personal finance columnist at Reuters and held various journalist positions at top news outlets including CNBC, CNN, and PBS.
In this segment, Bobbi and Josh talk about ways to talk to your kids about money.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter, and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback, is joined by Bobbi Rebell, CFP®, author of Launching Financial Grownups: Live Your Richest Life by Helping Your (Almost) Adult Kids Become Everyday Money Smart. Bobbi is also the host of the critically acclaimed Money Tips for Financial Grownups podcast, which has more than 700,000 downloads. Bobbi was also a global business news anchor and personal finance columnist at Reuters and held various journalist positions at top news outlets including CNBC, CNN, and PBS.
In this segment, Bobbi and Josh talk about the cultural changes which occur among kids today.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter, and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback, is joined by Marty Davidoff, Partner-in-Charge of the National Tax Controversy Practice for Prager Metis, who has more than 40 years of tax experience. Marty is actively working with clients to resolve tax disputes while helping to mitigate risks against the evolving landscape. Marty has experience in business start-ups, tax planning for both individuals and businesses, and the taxation of S-corporations and limited liability companies.
In this segment, Marty and Josh talk about ways that crypto investors can save money on taxes.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter, and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback, is joined by David Ranson, President and Director of Research at HCWE Inc. Prior to becoming a general partner of H.C. Wainwright & Co. in 1977, Mr. Ranson taught economics at the University of Chicago Graduate School of Business. He has been an assistant to then-Treasury Secretary William E. Simon and a member of George P. Shultz’s personal staff at the Office of Management and Budget. Prior to his service in Washington, he was a member of the Boston Consulting Group.
In this segment, David and Josh talk about why inflation could be a permanent issue.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter, and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback, is joined by David Ranson, President and Director of Research at HCWE Inc. Prior to becoming a general partner of H.C. Wainwright & Co. in 1977, Mr. Ranson taught economics at the University of Chicago Graduate School of Business. He has been an assistant to then-Treasury Secretary William E. Simon and a member of George P. Shultz’s personal staff at the Office of Management and Budget. Prior to his service in Washington, he was a member of the Boston Consulting Group.
In this segment, David and Josh discuss the importance of asset allocation.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter, and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback, is joined by David Ranson, President and Director of Research at HCWE Inc. Prior to becoming a general partner of H.C. Wainwright & Co. in 1977, Mr. Ranson taught economics at the University of Chicago Graduate School of Business. He has been an assistant to then-Treasury Secretary William E. Simon and a member of George P. Shultz’s personal staff at the Office of Management and Budget. Prior to his service in Washington, he was a member of the Boston Consulting Group.
In this segment, David and Josh discuss how the fed raising rates doesn't actually affect the economy.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter, and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback, is joined by David Ranson, President and Director of Research at HCWE Inc. Prior to becoming a general partner of H.C. Wainwright & Co. in 1977, Mr. Ranson taught economics at the University of Chicago Graduate School of Business. He has been an assistant to then-Treasury Secretary William E. Simon and a member of George P. Shultz’s personal staff at the Office of Management and Budget. Prior to his service in Washington, he was a member of the Boston Consulting Group.
In this segment, Josh and David discuss how the price of gold in the futures market can predict economic performance.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter, and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback, is joined by Marty Davidoff, Partner-in-Charge of the National Tax Controversy Practice for Prager Metis, who has more than 40 years of tax experience. Marty is actively working with clients to resolve tax disputes while helping to mitigate risks against the evolving landscape. Marty has experience in business start-ups, tax planning for both individuals and businesses, and the taxation of S-corporations and limited liability companies.
In this segment, Marty and Josh talk about the tax advice for those moving from a high tax state to a low state tax.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter, and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback, is joined by Marty Davidoff, Partner-in-Charge of the National Tax Controversy Practice for Prager Metis, who has more than 40 years of tax experience. Marty is actively working with clients to resolve tax disputes while helping to mitigate risks against the evolving landscape. Marty has experience in business start-ups, tax planning for both individuals and businesses, and the taxation of S-corporations and limited liability companies.
In this segment, Josh and Marty discuss what advice they have for those being audited this year.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter, and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback, is joined by Marty Davidoff, Partner-in-Charge of the National Tax Controversy Practice for Prager Metis, who has more than 40 years of tax experience. Marty is actively working with clients to resolve tax disputes while helping to mitigate risks against the evolving landscape. Marty has experience in business start-ups, tax planning for both individuals and businesses, and the taxation of S-corporations and limited liability companies.
In this segment, Marty talks to Josh about tax advice for cryptocurrency investors. What do they plan for tax season? How is classified?
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter, and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback, is joined by David Blanchett, Ph.D., CFA, CFP®, Managing Director and Head of Retirement Research for PGIM DC Solutions. PGIM is the global investment management business of Prudential Financial, Inc. In this role, he develops research and innovative solutions to help improve retirement outcomes for investors. He is also currently an Adjunct Professor of Wealth Management at The American College of Financial Services and a Research Fellow for the Alliance for Lifetime Income.
In this segment, David shares some tips on building a more efficient retirement strategy and how having good help from a financial advisor is the key to success in your retirement.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter, and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback, is joined by David Blanchett, Ph.D., CFA, CFP®, Managing Director and Head of Retirement Research for PGIM DC Solutions. PGIM is the global investment management business of Prudential Financial, Inc. In this role, he develops research and innovative solutions to help improve retirement outcomes for investors. He is also currently an Adjunct Professor of Wealth Management at The American College of Financial Services and a Research Fellow for the Alliance for Lifetime Income.
In this segment, Josh and David talk about annuities 'today' and how the rules of retirement have changed.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter, and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback, is joined by David Blanchett, Ph.D., CFA, CFP®, Managing Director and Head of Retirement Research for PGIM DC Solutions. PGIM is the global investment management business of Prudential Financial, Inc. In this role, he develops research and innovative solutions to help improve retirement outcomes for investors. He is also currently an Adjunct Professor of Wealth Management at The American College of Financial Services and a Research Fellow for the Alliance for Lifetime Income.
In this segment, Josh and David talk about how retirement is a series of goals and how it's important to segment out those goals.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter, and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback, is joined by David Blanchett, PhD, CFA, CFP®, Managing Director and Head of Retirement Research for PGIM DC Solutions. PGIM is the global investment management business of Prudential Financial, Inc. In this role, he develops research and innovative solutions to help improve retirement outcomes for investors. He is also currently an Adjunct Professor of Wealth Management at The American College of Financial Services and a Research Fellow for the Alliance for Lifetime Income.
In this segment, Josh and David talk about David's article Guaranteed Income: A License to Spend and how balance is so important when it comes to spending in retirement.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter, and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback, is joined by Robert Breedlove, self-proclaimed freedom maximalist, author, and host of the What Is Money Podcast. Robert explores truth, power, freedom, money, economics, virtue, sovereignty, philosophy, and other enigmas of existence.
In this segment, Robert advocates for people to learn about bitcoin.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter, and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback, is joined by Robert Breedlove, self-proclaimed freedom maximalist, author, and host of the What Is Money Podcast. Robert explores truth, power, freedom, money, economics, virtue, sovereignty, philosophy, and other enigmas of existence.
This segment discusses state-ism and how it's the only business that doesn't derive its revenue from mutual voluntary exchange. Listen to Robert to understand why he believes that Taxation is theft.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter, and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback, is joined by Robert Breedlove, self-proclaimed freedom maximalist, author, and host of the What Is Money Podcast. Robert explores truth, power, freedom, money, economics, virtue, sovereignty, philosophy, and other enigmas of existence.
Robert defines freedom maximalism in this segment and how bitcoin is the first tool to enforce freedom.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter, and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback, is joined by James Lang, Investment advisor, CPA and president of Lang Financial Group. He is a nationally-recognized IRA, 401(k) and retirement plan distribution expert, and author of numerous books including The IRA and Retirement Plan Owner’s Guide to Beating the New Death Tax: 6 Proven Strategies to Protect Your Family from The SECURE Act.
In this segment, Josh and James discuss how the SECURE act can be so devastating to retirees and what James writes about in his new book: The IRA and Retirement Plan Owner’s Guide to Beating the New Death Tax: 6 Proven Strategies to Protect Your Family from The SECURE Act.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter, and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback, is joined by James Lang, Investment advisor, CPA, and president of Lang Financial Group. He is a nationally-recognized IRA, 401(k) and retirement plan distribution expert, and author of numerous books including The IRA and Retirement Plan Owner’s Guide to Beating the New Death Tax: 6 Proven Strategies to Protect Your Family from The SECURE Act.
In this segment, Josh and James discuss strategies to counteract the bad in the MIGHT act and go from taxable to non-taxable.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter, and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback, is joined by James Lang, Investment advisor, CPA and president of Lang Financial Group. He is a nationally-recognized IRA, 401(k) and retirement plan distribution expert, and author of numerous books including The IRA and Retirement Plan Owner’s Guide to Beating the New Death Tax: 6 Proven Strategies to Protect Your Family from The SECURE Act
In this segment, Josh and James talk about the 457 retirement plan and how you can double the income in your retirement fund.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter, and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback, is joined by Dr. Lacy Hunt Ph.D., Financial author, internationally known economist, and Executive Vice President and Chief Economist of Hoisington Investment Management Company. He joins us to discuss his thoughts on inflation/deflation and our current economic state.
Wasatch-Hoisington U.S. Treasury Fund® (WHOSX)
In this segment, Josh and Lacy discuss inventories as another element in the picture of inflation and how there's a massive shift of "just in case" inventory policies happening right now.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter, and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback, is joined by Dr. Lacy Hunt Ph.D., Financial author, internationally known economist, and Executive Vice President and Chief Economist of Hoisington Investment Management Company. He joins us to discuss his thoughts on inflation/deflation and our current economic state.
Wasatch-Hoisington U.S. Treasury Fund® (WHOSX)
In this segment, Josh asks Lacy to elaborate on real treasury bond yields and how negative real yields are associated with recessions. The real yield is the nominal yield of a bond minus the rate of inflation.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter, and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback, is joined by Dr. Lacy Hunt Ph.D., Financial author, internationally known economist, and Executive Vice President and Chief Economist of Hoisington Investment Management Company. He joins us to discuss his thoughts on inflation/deflation and our current economic state.
Wasatch-Hoisington U.S. Treasury Fund® (WHOSX)
In this segment, Josh asks Lacy when it's likely that we'll begin to see deflation and how there is still a huge proportion of the American household in financial stress.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter, and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback, is joined by Mark Yusko, Founder, CEO, and Chief Investment Officer of Morgan Creek Capital Management. Prior to forming Morgan Creek in 2004, Mark was President, Chief Investment Officer, and Founder of UNC Management Company, the Endowment investment office for the University of North Carolina at Chapel Hill, from 1998 to 2004. Until 1998, Mark was the Senior Investment Director for the University of Notre Dame Investment Office where he joined as the Assistant Investment Officer in October of 1993.
In this segment, Josh and Mark talk about Zoom and how it has contributed to the market since Covid.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter, and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback, is joined by Mark Yusko, Founder, CEO, and Chief Investment Officer of Morgan Creek Capital Management. Prior to forming Morgan Creek in 2004, Mark was President, Chief Investment Officer, and Founder of UNC Management Company, the Endowment investment office for the University of North Carolina at Chapel Hill, from 1998 to 2004. Until 1998, Mark was the Senior Investment Director for the University of Notre Dame Investment Office where he joined as the Assistant Investment Officer in October of 1993.
In this segment, Josh and Mark discuss the rise of the Chinese empire and their plans to become a global superpower with chips and AI.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter, and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback, is joined by Mark Yusko, Founder, CEO, and Chief Investment Officer of Morgan Creek Capital Management. Prior to forming Morgan Creek in 2004, Mark was President, Chief Investment Officer, and Founder of UNC Management Company, the Endowment investment office for the University of North Carolina at Chapel Hill, from 1998 to 2004. Until 1998, Mark was the Senior Investment Director for the University of Notre Dame Investment Office where he joined as the Assistant Investment Officer in October of 1993.
In this segment, Josh and Mark talk about the ability to create wealth in today's world.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter, and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback, is joined by Mark Yusko, Founder, CEO, and Chief Investment Officer of Morgan Creek Capital Management. Prior to forming Morgan Creek in 2004, Mark was President, Chief Investment Officer, and Founder of UNC Management Company, the Endowment investment office for the University of North Carolina at Chapel Hill, from 1998 to 2004. Until 1998, Mark was the Senior Investment Director for the University of Notre Dame Investment Office where he joined as the Assistant Investment Officer in October of 1993.
In this segment, Josh and Mark discuss Bitcoin and how it's considered digital gold. Will bitcoin accelerate the decline of the American Empire? Listen and find out.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter, and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback, is joined by Jeff Snider, Head of Global Research at Alhambra Investments. He is not an economist, which is probably why he's been able to develop a working model of the global monetary system. His research is unique and informative in ways an economist would never consider.
In this segment, Josh and Jeff discuss the realities of the flawed monetary system.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter, and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback, is joined by Jeff Snider, Head of Global Research at Alhambra Investments. He is not an economist, which is probably why he's been able to develop a working model of the global monetary system. His research is unique and informative in ways an economist would never consider.
In this segment, Jeff Snider gives us his theory on the Eurodollar.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter, and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback, is joined by Jeff Snider, Head of Global Research at Alhambra Investments. He is not an economist, which is probably why he's been able to develop a working model of the global monetary system. His research is unique and informative in ways an economist would never consider.
In this segment, Josh and Jeff discuss how to fix the broken monetary system AND how bitcoin might be a solution.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter, and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback, is joined by Jeff Snider, Head of Global Research at Alhambra Investments. He is not an economist, which is probably why he's been able to develop a working model of the global monetary system. His research is unique and informative in ways an economist would never consider.
In this segment, Josh and Jeff discuss how the central bank policy affects asset markets.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter, and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback, is joined by Jeff Snider, Head of Global Research at Alhambra Investments. He is not an economist, which is probably why he's been able to develop a working model of the global monetary system. His research is unique and informative in ways an economist would never consider.
In this segment, a caller asks Jeff what effect if any, the transition away from libor is going to have on the Eurodollar system
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter, and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback, is joined by Laurence Kotlikoff, Professor of Economics at Boston University, President of Economic Security Planning, Inc, and author of Get What's Yours, The Revised Secrets to Maximizing Your Social Security.
He joins Josh to discuss the status of the economy including inflation, unemployment, interest rates, and social security. Plus, his upcoming book Money Magic: An Economist's Secrets to More Money, Less Risk, and a Better Life, which is due out on Jan 4th, 2022.
In this segment, Josh and Laurence discuss some of the various ways people can raise their living standards in 2022.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter, and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback, is joined by Laurence Kotlikoff, Professor of Economics at Boston University, President of Economic Security Planning, Inc, and author of Get What's Yours, The Revised Secrets to Maximizing Your Social Security.
He joins Josh to discuss the status of the economy including inflation, unemployment, interest rates, and social security. Plus, his upcoming book Money Magic: An Economist's Secrets to More Money, Less Risk, and a Better Life, which is due out on Jan 4th, 2022.
In this segment, Josh and Laurence discuss some financial shockers in Laurence's new book where he explains why the poor should hold stock and the rich should hold bonds. Listen to find out!
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter, and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback, is joined by Laurence Kotlikoff, Professor of Economics at Boston University, President of Economic Security Planning, Inc, and author of Get What's Yours, The Revised Secrets to Maximizing Your Social Security.
He joins Josh to discuss the status of the economy including inflation, unemployment, interest rates, and social security. Plus, his upcoming book Money Magic: An Economist's Secrets to More Money, Less Risk, and a Better Life, which is due out on Jan 4th, 2022.
In this segment, Josh and Laurence talk about what tips there are for widows who lose their spouses before the full retirement age.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter, and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback, is joined by Laurence Kotlikoff, Professor of Economics at Boston University, President of Economic Security Planning, Inc, and author of Get What's Yours, The Revised Secrets to Maximizing Your Social Security.
He joins Josh to discuss the status of the economy including inflation, unemployment, interest rates, and social security. Plus, his upcoming book Money Magic: An Economist's Secrets to More Money, Less Risk, and a Better Life, which is due out on Jan 4th, 2022.
In this segment, Josh and Laurence share some of the secrets to maximizing your social security.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter, and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback, is joined by Laurence Kotlikoff, Professor of Economics at Boston University, President of Economic Security Planning, Inc, and author of Get What's Yours, The Revised Secrets to Maximizing Your Social Security.
He joins Josh to discuss the status of the economy including inflation, unemployment, interest rates, and social security. Plus, his upcoming book Money Magic: An Economist's Secrets to More Money, Less Risk, and a Better Life, which is due out on Jan 4th, 2022.
In this segment, Josh and Laurence discuss why it's not the money managing tool that matters it's the advisor and how they use it
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter, and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback, is joined by Barbara Weltman, attorney, author, and public speaker who has been called "the guru of small business taxes” by The Wall Street Journal. She is a nationally recognized expert on tax and small business and a member of the J.K. Lasser Institute Team of Editors & Writers. She joins us to discuss end-of-year tax planning for individuals and small businesses. Her new book J.K. Lasser’s Small Business Taxes 2022, just came out. She also serves as Staples.com’s Small Business Tax Expert and is a member of the Small Business Advocate Brain Trust. She serves on the advisory boards for Small Business & Entrepreneurship (SBE) Council and is an adjunct professor at Manhattanville College, where she teaches Principles of Entrepreneurship.
In this segment, Josh and Barbara talk about why people should make sure to take their qualified charitable distribution (QCD) and RMD because different rules apply and you don't want to be hit with that tax bill.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter, and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback, is joined by Barbara Weltman, attorney, author, and public speaker who has been called "the guru of small business taxes” by The Wall Street Journal. She is a nationally recognized expert on tax and small business and a member of the J.K. Lasser Institute Team of Editors & Writers. She joins us to discuss end-of-year tax planning for individuals and small businesses. Her new book J.K. Lasser’s Small Business Taxes 2022, just came out. She also serves as Staples.com’s Small Business Tax Expert and is a member of the Small Business Advocate Brain Trust. She serves on the advisory boards for Small Business & Entrepreneurship (SBE) Council and is an adjunct professor at Manhattanville College, where she teaches Principles of Entrepreneurship.
In this segment, Josh and Barbara discuss enhanced standard deductions and offer some tips for taking advantage of the tax benefits.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter, and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback, is joined by Barbara Weltman, attorney, author, and public speaker who has been called "the guru of small business taxes” by The Wall Street Journal. She is a nationally recognized expert on tax and small business and a member of the J.K. Lasser Institute Team of Editors & Writers. She joins us to discuss end-of-year tax planning for individuals and small businesses. Her new book J.K. Lasser’s Small Business Taxes 2022, just came out. She also serves as Staples.com’s Small Business Tax Expert and is a member of the Small Business Advocate Brain Trust. She serves on the advisory boards for Small Business & Entrepreneurship (SBE) Council and is an adjunct professor at Manhattanville College, where she teaches Principles of Entrepreneurship.
In this segment, Josh and Barbara talk about the build-back better plan and what small businesses need to be prepared for.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter, and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback, is joined by Barbara Weltman, attorney, author, and public speaker who has been called "the guru of small business taxes” by The Wall Street Journal. She is a nationally recognized expert on tax and small business and a member of the J.K. Lasser Institute Team of Editors & Writers. She joins us to discuss end-of-year tax planning for individuals and small businesses. Her new book J.K. Lasser’s Small Business Taxes 2022, just came out. She also serves as Staples.com’s Small Business Tax Expert and is a member of the Small Business Advocate Brain Trust. She serves on the advisory boards for Small Business & Entrepreneurship (SBE) Council and is an adjunct professor at Manhattanville College, where she teaches Principles of Entrepreneurship.
In this segment, Josh and Barbara discuss some of the tax tips that small businesses need to be aware including retirement plans, year-end bonuses, and benefits.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter, and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback, is joined by Barbara Weltman, attorney, author, and public speaker who has been called "the guru of small business taxes” by The Wall Street Journal. She is a nationally recognized expert on tax and small business and a member of the J.K. Lasser Institute Team of Editors & Writers. She joins us to discuss end-of-year tax planning for individuals and small businesses. Her new book J.K. Lasser’s Small Business Taxes 2022, just came out. She also serves as Staples.com’s Small Business Tax Expert and is a member of the Small Business Advocate Brain Trust. She serves on the advisory boards for Small Business & Entrepreneurship (SBE) Council and is an adjunct professor at Manhattanville College, where she teaches Principles of Entrepreneurship.
In this segment, Josh and Barbara talk about the loans and grant programs that became available as part of pandemic relief efforts and how small businesses can take advantage of the tax deductions.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter, and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback, is joined by Tom Wheelwright, CPA, CEO of WealthAbility, Best-Selling Author of Tax-Free Wealth, and Entrepreneur Magazine Contributor. Tom is best known for making taxes fun, easy and understandable, and specializes in helping entrepreneurs and investors build wealth through practical and strategic ways that permanently reduce taxes. As a Rich Dad Advisor to Robert Kiyosaki (Rich Dad Poor Dad), Tom frequently speaks at conferences worldwide to entrepreneurs on these topics. His work has been featured in The Wall Street Journal, Forbes, Accounting Today, Investor’s Business Daily, Consumer Reports, USA TODAY, FOX & Friends, CBS 5 News Phoenix, ABC News Radio, NPR, and many more http://wealthability.com
In this segment, Josh and Tom talk about the government's plans to regulate and tax cryptocurrency in the near future.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter, and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback, is joined by Tom Wheelwright, CPA, CEO of WealthAbility, Best-Selling Author of Tax-Free Wealth, and Entrepreneur Magazine Contributor. Tom is best known for making taxes fun, easy and understandable, and specializes in helping entrepreneurs and investors build wealth through practical and strategic ways that permanently reduce taxes. As a Rich Dad Advisor to Robert Kiyosaki (Rich Dad Poor Dad), Tom frequently speaks at conferences worldwide to entrepreneurs on these topics. His work has been featured in The Wall Street Journal, Forbes, Accounting Today, Investor’s Business Daily, Consumer Reports, USA TODAY, FOX & Friends, CBS 5 News Phoenix, ABC News Radio, NPR, and many more http://wealthability.com
In this segment, Josh and Tom discuss the tax changes to look out for in the infrastructure bill.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter, and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback, is joined by Tom Wheelwright, CPA, CEO of WealthAbility, Best-Selling Author of Tax-Free Wealth, and Entrepreneur Magazine Contributor. Tom is best known for making taxes fun, easy and understandable, and specializes in helping entrepreneurs and investors build wealth through practical and strategic ways that permanently reduce taxes. As a Rich Dad Advisor to Robert Kiyosaki (Rich Dad Poor Dad), Tom frequently speaks at conferences worldwide to entrepreneurs on these topics. His work has been featured in The Wall Street Journal, Forbes, Accounting Today, Investor’s Business Daily, Consumer Reports, USA TODAY, FOX & Friends, CBS 5 News Phoenix, ABC News Radio, NPR, and many more http://wealthability.com
In this segment, Josh and Tom talk about real estate tax breaks.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter, and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback, is joined by Tom Wheelwright, CPA, CEO of WealthAbility, Best-Selling Author of Tax-Free Wealth, and Entrepreneur Magazine Contributor. Tom is best known for making taxes fun, easy and understandable, and specializes in helping entrepreneurs and investors build wealth through practical and strategic ways that permanently reduce taxes. As a Rich Dad Advisor to Robert Kiyosaki (Rich Dad Poor Dad), Tom frequently speaks at conferences worldwide to entrepreneurs on these topics. His work has been featured in The Wall Street Journal, Forbes, Accounting Today, Investor’s Business Daily, Consumer Reports, USA TODAY, FOX & Friends, CBS 5 News Phoenix, ABC News Radio, NPR, and many more http://wealthability.com
In this segment, Josh and Tom discuss how Section 1202 of the infrastructure bill will affect small business owners.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter, and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback, is joined by Tom Wheelwright, CPA, CEO of WealthAbility, Best-Selling Author of Tax-Free Wealth, and Entrepreneur Magazine Contributor. Tom is best known for making taxes fun, easy and understandable, and specializes in helping entrepreneurs and investors build wealth through practical and strategic ways that permanently reduce taxes. As a Rich Dad Advisor to Robert Kiyosaki (Rich Dad Poor Dad), Tom frequently speaks at conferences worldwide to entrepreneurs on these topics. His work has been featured in The Wall Street Journal, Forbes, Accounting Today, Investor’s Business Daily, Consumer Reports, USA TODAY, FOX & Friends, CBS 5 News Phoenix, ABC News Radio, NPR, and many more http://wealthability.com
In this segment, Josh and Tom talk about what end-of-year tax strategies people should take advantage of.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter, and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback, is joined by Hon. David M. Walker, former Comptroller General of the United States (1998-2008), Admiral William Crowe Chair Distinguished Visiting Professor of Economics at the U.S. Naval Academy, and internationally recognized fiscal responsibility, government transformation, and retirement security expert. He is the author of a National Bestseller book entitled Comeback America: Turning the Country Around and Restoring Fiscal Responsibility, and recently published a follow-up book entitled America in 2040: Still a Superpower?
In this segment, Josh and David Walker talk about the realities of the debt ceiling argument.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter, and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback, is joined by Hon. David M. Walker, former Comptroller General of the United States (1998-2008), Admiral William Crowe Chair Distinguished Visiting Professor of Economics at the U.S. Naval Academy, and internationally recognized fiscal responsibility, government transformation, and retirement security expert. He is the author of a National Bestseller book entitled Comeback America: Turning the Country Around and Restoring Fiscal Responsibility, and recently published a follow-up book entitled America in 2040: Still a Superpower?
In this segment, Josh and David Walker discuss the fiscal impact of Covid 19 and future fiscal impacts
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter, and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback, is joined by Hon. David M. Walker, former Comptroller General of the United States (1998-2008), Admiral William Crowe Chair Distinguished Visiting Professor of Economics at the U.S. Naval Academy, and internationally recognized fiscal responsibility, government transformation, and retirement security expert. He is the author of a National Bestseller book entitled Comeback America: Turning the Country Around and Restoring Fiscal Responsibility, and recently published a follow-up book entitled America in 2040: Still a Superpower?
In this segment, Josh and David Walker talk about the dangers of modern monetary theorists and how the leadership in this country hasn't been fiscally responsible since the early 1990s.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter, and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback, is joined by Hon. David M. Walker, former Comptroller General of the United States (1998-2008), Admiral William Crowe Chair Distinguished Visiting Professor of Economics at the U.S. Naval Academy, and internationally recognized fiscal responsibility, government transformation, and retirement security expert. He is the author of a National Bestseller book entitled Comeback America: Turning the Country Around and Restoring Fiscal Responsibility, and recently published a follow-up book entitled America in 2040: Still a Superpower?
In this segment, Josh and David Walker discuss the 6 principles we need for fiscal reform.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter, and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback, is joined by Dr. Richard Smith CEO of TradeSmith and TradeStops, and Chairman of the Board and CEO of the Foundation for the Study of Cycles. With his background in mathematical theories of uncertainty combined with his own investing and trading experience, Dr. Smith understands risk management and how to use it as a self-directed investor to master the market.
In this segment, Josh and Dr. Smith discuss risk management tools.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter, and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback, is joined by Dr. Richard Smith CEO of TradeSmith and TradeStops, and Chairman of the Board and CEO of the Foundation for the Study of Cycles. With his background in mathematical theories of uncertainty combined with his own investing and trading experience, Dr. Smith understands risk management and how to use it as a self-directed investor to master the market.
In this segment, Josh and Dr. Smith talk about uncorrelated assets to watch out for with Dr. Richard Smith
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter, and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback, is joined by Dr. Richard Smith CEO of TradeSmith and TradeStops, and Chairman of the Board and CEO of the Foundation for the Study of Cycles. With his background in mathematical theories of uncertainty combined with his own investing and trading experience, Dr. Smith understands risk management and how to use it as a self-directed investor to master the market.
In this segment, Josh and Dr. Smith discuss how to hedge ourselves against risk.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter, and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback, is joined by David McKnight. His bestselling book The Power of Zero has sold over 140,000 copies and the updated and revised version was published by Penguin Random House. When it was launched in September of 2018, it finished the week as the #2 most-sold business book in the world. This book was recently made into a full-length documentary film, also entitled The Power of Zero. As the President of David McKnight & Company, he mentors hundreds of financial advisors from across the country who specialize in The Power of Zero retirement approach.
In this segment, David points out that the best way for President Biden to raise taxes on the top 1% is to just let the Trump tax codes expire in 2026.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter, and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback, is joined by David McKnight. His bestselling book The Power of Zero has sold over 140,000 copies and the updated and revised version was published by Penguin Random House. When it was launched in September of 2018, it finished the week as the #2 most-sold business book in the world. This book was recently made into a full-length documentary film, also entitled The Power of Zero. As the President of David McKnight & Company, he mentors hundreds of financial advisors from across the country who specialize in The Power of Zero retirement approach.
In this segment, David and Josh what we should do about planning for retirement in the interim while we wait for tax increases to get rolled out. Listen to what David says you can do to shield yourself from these rising tax increases.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter, and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback, is joined by David McKnight. His bestselling book The Power of Zero has sold over 140,000 copies and the updated and revised version was published by Penguin Random House. When it was launched in September of 2018, it finished the week as the #2 most-sold business book in the world. This book was recently made into a full-length documentary film, also entitled The Power of Zero. As the President of David McKnight & Company, he mentors hundreds of financial advisors from across the country who specialize in The Power of Zero retirement approach.
In this segment, David and Josh talk about how we are in the midst of inflation right now and how printing money is only as good as the economy keeping pace. But what's the cost going to be for servicing the national debt?
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter, and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback, is joined by David McKnight. His bestselling book The Power of Zero has sold over 140,000 copies and the updated and revised version was published by Penguin Random House. When it was launched in September of 2018, it finished the week as the #2 most-sold business book in the world. This book was recently made into a full-length documentary film, also entitled The Power of Zero. As the President of David McKnight & Company, he mentors hundreds of financial advisors from across the country who specialize in The Power of Zero retirement approach.
In this segment, David talks about the idea that the Fed can just print its way out of our financial problems. David says there is a fiscal gap and we're over-promised on social security, Medicare, Medicaid, and interest in the national debt. It's the threat of modern monetary theory!
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter, and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback, is joined by David McKnight. His bestselling book The Power of Zero has sold over 140,000 copies and the updated and the revised version was published by Penguin Random House. When it was launched in September of 2018, it finished the week as the #2 most-sold business book in the world. This book was recently made into a full-length documentary film, also entitled The Power of Zero. As the President of David McKnight & Company, he mentors hundreds of financial advisors from across the country who specialize in The Power of Zero retirement approach.
In this segment, David and Josh talk about the principles for constructing the proper life insurance plan and how it's important to approach it like you would a marriage and look be absolutely certain of your goals before you sign up for a lifetime proposition.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter, and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback, is joined by David McKnight. His bestselling book The Power of Zero has sold over 140,000 copies and the updated and revised version was published by Penguin Random House. When it was launched in September of 2018, it finished the week as the #2 most-sold business book in the world. This book was recently made into a full-length documentary film, also entitled The Power of Zero. As the President of David McKnight & Company, he mentors hundreds of financial advisors from across the country who specialize in The Power of Zero retirement approach.
In this segment, David and Josh talk about how to get tax-free income for life and remove longevity risk from your retirement plan so you don't run out of money before you run out of life. How do you effectively remove longevity risk from your retirement plan? Listen and learn from some of David's examples.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter, and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback, is joined by David McKnight. His bestselling book The Power of Zero has sold over 140,000 copies and the updated and revised version was published by Penguin Random House. When it was launched in September of 2018, it finished the week as the #2 most-sold business book in the world. This book was recently made into a full-length documentary film, also entitled The Power of Zero. As the President of David McKnight & Company, he mentors hundreds of financial advisors from across the country who specialize in The Power of Zero retirement approach.
In this segment, David and Josh talk about how tax rates down the road, will have to double in order for 95% of the country to keep their retirement's solvent. The IRS gets to vote annually on how much of the profits they get to keep from your IRAs and 401ks so it's important that our assets are situated in the right kind of tax-free accounts. Listen and find out what David McKnight writes about this in his book The Power of Zero.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter, and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback, is joined by Jeff Snider, Head of Global Research at Alhambra Investments. He is not an economist, which is probably why he's been able to develop a working model of the global monetary system. His research is unique and informative in ways an economist would never consider. He joins us to discuss his thoughts on inflation/deflation and our current economic state.
In this segment, Josh and Jeff talk about how the U.S. is getting into a "disinflation" growth pattern where the economy isn't the worst it could be but it's also unable to grow.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter, and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback, is joined by Jeff Snider, Head of Global Research at Alhambra Investments. He is not an economist, which is probably why he's been able to develop a working model of the global monetary system. His research is unique and informative in ways an economist would never consider. He joins us to discuss his thoughts on inflation/deflation and our current economic state.
In this segment, Josh and Jeff discuss inflation and whether it's transitory or if we're headed for some type of "stagflation."
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter, and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback, is joined by Jeff Snider, Head of Global Research at Alhambra Investments. He is not an economist, which is probably why he's been able to develop a working model of the global monetary system. His research is unique and informative in ways an economist would never consider. He joins us to discuss his thoughts on inflation/deflation and our current economic state.
In this segment, Josh and Jeff take a deeper dive into what the Eurodollar truly is and how it compares to Bitcoin.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter, and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback, is joined by Jeff Snider, Head of Global Research at Alhambra Investments. He is not an economist, which is probably why he's been able to develop a working model of the global monetary system. His research is unique and informative in ways an economist would never consider. He joins us to discuss his thoughts on inflation/deflation and our current economic state.
In this segment, Josh and Jeff discuss how the fed gave up the money business a long time ago because of the Eurodollar, the global reserve currency system.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter, and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback, is joined by Jeff Snider, Head of Global Research at Alhambra Investments. He is not an economist, which is probably why he's been able to develop a working model of the global monetary system. His research is unique and informative in ways an economist would never consider. He joins us to discuss his thoughts on inflation/deflation and our current economic state.
In this segment, Josh and Jeff discuss how the fed is not "the lender of last resort," and how that is not their monetary policy.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter, and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback is joined by Dr. Lacy Hunt, an internationally known economist, author of two books, and Executive Vice President and Chief Economist of Hoisington Investment Management Company. Lacy has written numerous articles in leading magazines, periodicals, and scholarly journals including The Wall Street Journal, The New York Times, the Journal of Finance, the Financial Analysts Journal and the Journal of Portfolio Management.
In this segment, Lacy and Josh talk about the how the stock market is gaining all-time highs but does that mean the economy is doing well?
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback is joined by Dr. Lacy Hunt, an internationally known economist, author of two books, and Executive Vice President and Chief Economist of Hoisington Investment Management Company. Lacy has written numerous articles in leading magazines, periodicals, and scholarly journals including The Wall Street Journal, The New York Times, the Journal of Finance, the Financial Analysts Journal and the Journal of Portfolio Management.
In this segment, Lacy explains what happens when there are Government debt finance projects and how they affect the economy, long-term.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback is joined by Dr. Lacy Hunt, an internationally known economist, author of two books, and Executive Vice President and Chief Economist of Hoisington Investment Management Company. Lacy has written numerous articles in leading magazines, periodicals, and scholarly journals including The Wall Street Journal, The New York Times, the Journal of Finance, the Financial Analysts Journal and the Journal of Portfolio Management.
In this segment, Josh and Lacy discuss home prices right now and how they're roughly 30% higher than household income. Is now a good time to buy a house? You decide.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback is joined by Dr. Lacy Hunt, an internationally known economist, author of two books, and Executive Vice President and Chief Economist of Hoisington Investment Management Company. Lacy has written numerous articles in leading magazines, periodicals, and scholarly journals including The Wall Street Journal, The New York Times, the Journal of Finance, the Financial Analysts Journal and the Journal of Portfolio Management.
In this segment, Dr. Lacy Hunt explains where the global economy is now and why it's facing a difficult path forward. Extreme over-indebtedness!
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback is joined by Dr. Lacy Hunt, an internationally known economist, author of two books, and Executive Vice President and Chief Economist of Hoisington Investment Management Company. Lacy has written numerous articles in leading magazines, periodicals, and scholarly journals including The Wall Street Journal, The New York Times, the Journal of Finance, the Financial Analysts Journal and the Journal of Portfolio Management.
In this segment, Josh and Lacy discuss Bitcoin, Gold bonds, inflation, and demand and supply. What happens to the economy when the government sector rises and the private sector has less of the pie?
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback, is joined by Jae W. Oh, a nationally recognized Medicare expert. Jae’s book, Maximize Your Medicare (2019 edition), is available in print and ebook formats. Jae is the Managing Principal of GH2 Benefits, LLC, a full-provider of the widest range of financial products and services. He is a Certified Financial Planner, Chartered Life Underwriter, a Chartered Financial Consultant, and a licensed insurance producer in multiple states. He is the founder and current Chairman of the Great Humanity Healthcare Foundation, created to provide financial relief to insured persons that are overburdened by medical debt. Jae has served in management roles in securities markets on three continents.
In this segment, Josh and Jae talk about the Medicare advantages and disadvantages in lieu of recent changes since the pandemic.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter, and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback, is joined by Jae W. Oh, a nationally recognized Medicare expert. Jae’s book, Maximize Your Medicare (2019 edition), is available in print and ebook formats. Jae is the Managing Principal of GH2 Benefits, LLC, a full-provider of the widest range of financial products and services. He is a Certified Financial Planner, Chartered Life Underwriter, a Chartered Financial Consultant, and a licensed insurance producer in multiple states. He is the founder and current Chairman of the Great Humanity Healthcare Foundation, created to provide financial relief to insured persons that are overburdened by medical debt. Jae has served in management roles in securities markets on three continents.
In this segment, Josh and Jae continue their discussions about Medicare and break down the Biden administration's 3.5 trillion dollar infrastructure plan and how it affects Medicare.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter, and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback, is joined by Jae W. Oh, a nationally recognized Medicare expert. Jae’s book, Maximize Your Medicare (2019 edition), is available in print and ebook formats. Jae is the Managing Principal of GH2 Benefits, LLC, a full-provider of the widest range of financial products and services. He is a Certified Financial Planner, Chartered Life Underwriter, a Chartered Financial Consultant, and a licensed insurance producer in multiple states. He is the founder and current Chairman of the Great Humanity Healthcare Foundation, created to provide financial relief to insured persons that are overburdened by medical debt. Jae has served in management roles in securities markets on three continents.
In this segment, Josh and Jae say that if you're struggling and living on social security, medicare advantages are much better than they used to be.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter, and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback, is joined by Jae W. Oh, a nationally recognized Medicare expert. Jae’s book, Maximize Your Medicare (2019 edition), is available in print and ebook formats. Jae is the Managing Principal of GH2 Benefits, LLC, a full-provider of the widest range of financial products and services. He is a Certified Financial Planner, Chartered Life Underwriter, a Chartered Financial Consultant, and a licensed insurance producer in multiple states. He is the founder and current Chairman of the Great Humanity Healthcare Foundation, created to provide financial relief to insured persons that are overburdened by medical debt. Jae has served in management roles in securities markets on three continents.
In this segment, Jae explains Advanced premium tax credits and how they can benefit your health insurance in retirement.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter, and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback, is joined by Jae W. Oh, a nationally recognized Medicare expert. Jae’s book, Maximize Your Medicare (2019 edition), is available in print and ebook formats. Jae is the Managing Principal of GH2 Benefits, LLC, a full-provider of the widest range of financial products and services. He is a Certified Financial Planner, Chartered Life Underwriter, a Chartered Financial Consultant, and a licensed insurance producer in multiple states. He is the founder and current Chairman of the Great Humanity Healthcare Foundation, created to provide financial relief to insured persons that are overburdened by medical debt. Jae has served in management roles in securities markets on three continents.
In this segment, Josh and Jae discuss why Medicare seems likes it's overlooked but also how the options are totally within the buyer's favor.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter, and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback, is joined by Jae W. Oh, a nationally recognized Medicare expert. Jae’s book, Maximize Your Medicare (2019 edition), is available in print and ebook formats. Jae is the Managing Principal of GH2 Benefits, LLC, a full-provider of the widest range of financial products and services. He is a Certified Financial Planner, Chartered Life Underwriter, a Chartered Financial Consultant, and a licensed insurance producer in multiple states. He is the founder and current Chairman of the Great Humanity Healthcare Foundation, created to provide financial relief to insured persons that are overburdened by medical debt. Jae has served in management roles in securities markets on three continents.
In this segment, Josh and Jae discuss how the pandemic has affected medicare and what the government has done to change the timeline for retirement.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter, and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback, is joined by Stan Harley, advanced Technical, Quantitative and Financial Research Consultant at HCM Business Analytics. His career has spanned investment advisory services, defense/aerospace, and military service. Since 1995, Stan has published The Harley Market Letter and its companion publication, The Harley Market Letter UPDATE Service that provides advanced technical analysis of the stock market, bonds, precious metals, and other sectors of interest.
In this segment, Stan talks about calculating risks in your retirement planning and how it compares to the risks he took while flying as a fighter pilot in the airforce.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter, and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback, is joined by Stan Harley, advanced Technical, Quantitative and Financial Research Consultant at HCM Business Analytics. His career has spanned investment advisory services, defense/aerospace, and military service. Since 1995, Stan has published The Harley Market Letter and its companion publication, The Harley Market Letter UPDATE Service that provides advanced technical analysis of the stock market, bonds, precious metals, and other sectors of interest.
In this segment, Stan and Josh discuss interest rates and the stock market. Stan says that now we're nearing the 40-year interest rate cycle so now is the time to lock in the 30-year rates!
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter, and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback, is joined by Laurence Kotlikoff, Professor of Economics at Boston University, President of Economic Security Planning, Inc, and author of Get What's Yours, The Revised Secrets to Maximizing Your Social Security. Laurence also has a new book coming out in January called: Money Magic: An Economist's Secrets to More Money, Less Risk, and a Better Life which you can pre-order now!
In this segment, Laurence tells us how economists say we can't time the market for return but we SHOULD time the market for risk.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter, and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback, is joined by Laurence Kotlikoff, Professor of Economics at Boston University, President of Economic Security Planning, Inc, and author of Get What's Yours, The Revised Secrets to Maximizing Your Social Security. Laurence also has a new book coming out in January called: Money Magic: An Economist's Secrets to More Money, Less Risk, and a Better Life which you can pre-order now!
In this segment, Laurence and Josh discuss the long-term value of the U.S. dollar as the U.S. Treasury department expands their money printing while at the same time the Fed is borrowing money.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter, and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback, is joined by Laurence Kotlikoff, Professor of Economics at Boston University, President of Economic Security Planning, Inc, and author of Get What's Yours, The Revised Secrets to Maximizing Your Social Security. Laurence also has a new book coming out in January called: Money Magic: An Economist's Secrets to More Money, Less Risk, and a Better Life which you can pre-order now!
In this segment, Laurence talks about dealing with financial risks and how to withstand shocks so you don't have to lower your living standards in your retirement.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter, and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback, is joined by Laurence Kotlikoff, Professor of Economics at Boston University, President of Economic Security Planning, Inc, and author of Get What's Yours, The Revised Secrets to Maximizing Your Social Security. Laurence also has a new book coming out in January called: Money Magic: An Economist's Secrets to More Money, Less Risk, and a Better Life which you can pre-order now!
In this segment, Laurence and Josh discuss the cost of college tuition these days, and how many middle-class income families are eligible to take advantage of some significant discounts.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter, and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback, is joined by R. DAVID RANSON, Director of research at HCWE & Co., an independent investment research firm now located in Cambria, California. Originally the economic-investment research arm of H.C. Wainwright & Company of Boston, Massachusetts, Wainwright Economics became an independent operation in 1978 and has since been renamed HCWE. Prior to becoming a general partner of H.C. Wainwright, Mr. Ranson joined Director George P. Shultz's personal staff at the Office of Management and Budget, served as an assistant to then-Treasury Secretary William E. Simon, and taught economics at the University of Chicago Graduate School of Business. He is a Fellow of the Institute for Applied Economics, Global Health and Business Enterprise at Johns Hopkins University in Baltimore. His work has appeared in the Wall Street Journal, The New York Times, Forbes, and other notable publications. Mr. Ranson holds M.A. and B.Sc. degrees from Queen's College, Oxford, and an M.B.A. in finance and a Ph.D. in business economics from the University of Chicago
In this segment, David talks about "credit spreads" and opportunities for investing in the future.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter, and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback, is joined by R. DAVID RANSON, Director of research at HCWE & Co., an independent investment research firm now located in Cambria, California. Originally the economic-investment research arm of H.C. Wainwright & Company of Boston, Massachusetts, Wainwright Economics became an independent operation in 1978 and has since been renamed HCWE. Prior to becoming a general partner of H.C. Wainwright, Mr. Ranson joined Director George P. Shultz's personal staff at the Office of Management and Budget, served as an assistant to then-Treasury Secretary William E. Simon, and taught economics at the University of Chicago Graduate School of Business. He is a Fellow of the Institute for Applied Economics, Global Health and Business Enterprise at Johns Hopkins University in Baltimore. His work has appeared in the Wall Street Journal, The New York Times, Forbes, and other notable publications. Mr. Ranson holds M.A. and B.Sc. degrees from Queen's College, Oxford, and an M.B.A. in finance and a Ph.D. in business economics from the University of Chicago
In this segment, Josh and David discuss whether inflation is permanent or if it's transitory and what the reasons are.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter, and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback, is joined by R. DAVID RANSON, Director of research at HCWE & Co., an independent investment research firm now located in Cambria, California. Originally the economic-investment research arm of H.C. Wainwright & Company of Boston, Massachusetts, Wainwright Economics became an independent operation in 1978 and has since been renamed HCWE. Prior to becoming a general partner of H.C. Wainwright, Mr. Ranson joined Director George P. Shultz's personal staff at the Office of Management and Budget, served as an assistant to then-Treasury Secretary William E. Simon, and taught economics at the University of Chicago Graduate School of Business. He is a Fellow of the Institute for Applied Economics, Global Health and Business Enterprise at Johns Hopkins University in Baltimore. His work has appeared in the Wall Street Journal, The New York Times, Forbes, and other notable publications. Mr. Ranson holds M.A. and B.Sc. degrees from Queen's College, Oxford, and an M.B.A. in finance and a Ph.D. in business economics from the University of Chicago
In this segment, Josh and David talk about the futures market and how the dollar and many other currencies around the world, are losing value.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter, and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback, is joined by R. DAVID RANSON, Director of research at HCWE & Co., an independent investment research firm now located in Cambria, California. Originally the economic-investment research arm of H.C. Wainwright & Company of Boston, Massachusetts, Wainwright Economics became an independent operation in 1978 and has since been renamed HCWE. Prior to becoming a general partner of H.C. Wainwright, Mr. Ranson joined Director George P. Shultz's personal staff at the Office of Management and Budget, served as an assistant to then-Treasury Secretary William E. Simon, and taught economics at the University of Chicago Graduate School of Business. He is a Fellow of the Institute for Applied Economics, Global Health and Business Enterprise at Johns Hopkins University in Baltimore. His work has appeared in the Wall Street Journal, The New York Times, Forbes, and other notable publications. Mr. Ranson holds M.A. and B.Sc. degrees from Queen's College, Oxford, and an M.B.A. in finance and a Ph.D. in business economics from the University of Chicago
In this segment, Josh and David discuss infrastructure spending and how it's not an efficient way to boost the economy.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter, and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback, is joined by R. DAVID RANSON, Director of research at HCWE & Co., an independent investment research firm now located in Cambria, California. Originally the economic-investment research arm of H.C. Wainwright & Company of Boston, Massachusetts, Wainwright Economics became an independent operation in 1978 and has since been renamed HCWE. Prior to becoming a general partner of H.C. Wainwright, Mr. Ranson joined Director George P. Shultz's personal staff at the Office of Management and Budget, served as an assistant to then Treasury Secretary William E. Simon, and taught economics at the University of Chicago Graduate School of Business. He is a Fellow of the Institute for Applied Economics, Global Health and Business Enterprise at Johns Hopkins University in Baltimore. His work has appeared in the Wall Street Journal, The New York Times, Forbes, and other notable publications. Mr. Ranson holds M.A. and B.Sc. degrees from Queen's College, Oxford, and an M.B.A. in finance and a Ph.D. in business economics from the University of Chicago
In this segment, Josh and David talk about how public confidence in the dollar is essential when considering inflation.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter, and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback, is joined by R. DAVID RANSON, Director of research at HCWE & Co., an independent investment research firm now located in Cambria, California. Originally the economic-investment research arm of H.C. Wainwright & Company of Boston, Massachusetts, Wainwright Economics became an independent operation in 1978 and has since been renamed HCWE. Prior to becoming a general partner of H.C. Wainwright, Mr. Ranson joined Director George P. Shultz's personal staff at the Office of Management and Budget, served as an assistant to then Treasury Secretary William E. Simon, and taught economics at the University of Chicago Graduate School of Business. He is a Fellow of the Institute for Applied Economics, Global Health and Business Enterprise at Johns Hopkins University in Baltimore. His work has appeared in the Wall Street Journal, The New York Times, Forbes, and other notable publications. Mr. Ranson holds M.A. and B.Sc. degrees from Queen's College, Oxford, and an M.B.A. in finance and a Ph.D. in business economics from the University of Chicago
In this segment, Josh and David talk about how gold futures are falling and they're moving in parallel with Bitcoin.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter, and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback, is joined by R. DAVID RANSON, Director of research at HCWE & Co., an independent investment research firm now located in Cambria, California. Originally the economic-investment research arm of H.C. Wainwright & Company of Boston, Massachusetts, Wainwright Economics became an independent operation in 1978 and has since been renamed HCWE. Prior to becoming a general partner of H.C. Wainwright, Mr. Ranson joined Director George P. Shultz's personal staff at the Office of Management and Budget, served as an assistant to then Treasury Secretary William E. Simon, and taught economics at the University of Chicago Graduate School of Business. He is a Fellow of the Institute for Applied Economics, Global Health and Business Enterprise at Johns Hopkins University in Baltimore. His work has appeared in the Wall Street Journal, The New York Times, Forbes, and other notable publications. Mr. Ranson holds M.A. and B.Sc. degrees from Queen's College, Oxford, and an M.B.A. in finance and a Ph.D. in business economics from the University of Chicago
In this segment, Josh and David discuss the idea of "crowding out," how this affects the GDP.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter, and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback, is joined by Greg Racki, estate planning attorney and Director of Estate Planning at Ligris. He has been practicing in the field of estate planning for 15 years and was named a Super Lawyers, Rising Star, in 2021 and a "Five Star Professional" in Boston Magazine in 2015. His practice is dedicated exclusively to estate planning for individuals and their families, from simple wills to complex tax minimization strategies using various trusts products.
In this segment, Greg says the most important reason to set up a trust isn't for the tax savings or the grantor trust moves you can make, it's so the right people are in charge of your money after you die. But are your kids the right people?
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter, and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback, is joined by Greg Racki, estate planning attorney and Director of Estate Planning at Ligris. He has been practicing in the field of estate planning for 15 years and was named a Super Lawyers, Rising Star, in 2021 and a "Five Star Professional" in Boston Magazine in 2015. His practice is dedicated exclusively to estate planning for individuals and their families, from simple wills to complex tax minimization strategies using various trusts products.
In this segment, Greg explains how if you don't have enough cash for liquid assets that can be sold to pay off your estate tax bill then your only options are too bounce your last check OR consider life insurance.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter, and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback, is joined by Greg Racki, estate planning attorney and Director of Estate Planning at Ligris. He has been practicing in the field of estate planning for 15 years and was named a Super Lawyers, Rising Star, in 2021 and a "Five Star Professional" in Boston Magazine in 2015. His practice is dedicated exclusively to estate planning for individuals and their families, from simple wills to complex tax minimization strategies using various trusts products.
In this segment, Josh and Greg talk about the potential outcomes when you don't choose the right people to control your money after you pass away. Trust company? Family member? Bank? What are the options? Listen to find out.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter, and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback, is joined by Greg Racki, estate planning attorney and Director of Estate Planning at Ligris. He has been practicing in the field of estate planning for 15 years and was named a Super Lawyers, Rising Star, in 2021 and a "Five Star Professional" in Boston Magazine in 2015. His practice is dedicated exclusively to estate planning for individuals and their families, from simple wills to complex tax minimization strategies using various trusts products.
In this segment, Greg talks about what the possibilities could be if Biden eliminates the "step-up" basis for high-income earners or people with significant assets. Maybe all of the estate plan changes will fall off the table if there is no consensus between Republicans and Democrats.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter, and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback, is joined by Greg Racki, estate planning attorney and Director of Estate Planning at Ligris. He has been practicing in the field of estate planning for 15 years and was named a Super Lawyers, Rising Star, in 2021 and a "Five Star Professional" in Boston Magazine in 2015. His practice is dedicated exclusively to estate planning for individuals and their families, from simple wills to complex tax minimization strategies using various trusts products.
In this segment, Greg and Josh talk about something called "grantor trusts" which may not be allowed next year, AND how we could potentially see a significant drop in the federal state tax exemption amount. There could be some moves to make if you plan to give away assets so listen and find out!
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter, and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback, is joined by Barry James Dyke, President of Castle Asset Management, and author of Guaranteed Income and Pirates of Manhattan 1 and 2. In celebration of life insurance awareness month, he joins us to discuss the benefits of life insurance as an investment tool and the misconceptions and misinformation in the public about it. Plus, if any investor should be aware of market changes due to the pandemic.
In this segment, Barry explains why some major banks are offloading retirement and pension risks to life insurance companies. Can you guess why they would want to do this?
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter, and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback, is joined by Barry James Dyke, President of Castle Asset Management, and author of Guaranteed Income and Pirates of Manhattan 1 and 2. In celebration of life insurance awareness month, he joins us to discuss the benefits of life insurance as an investment tool and the misconceptions and misinformation in the public about it. Plus, if any investor should be aware of market changes due to the pandemic.
In this segment, Barry and Josh where the world sits in terms of the retirement system. Can you guess which country is the best?
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter, and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback, is joined by Barry James Dyke, President of Castle Asset Management, and author of Guaranteed Income and Pirates of Manhattan 1 and 2. In celebration of life insurance awareness month, he joins us to discuss the benefits of life insurance as an investment tool and the misconceptions and misinformation in the public about it. Plus, if any investor should be aware of market changes due to the pandemic.
In this segment, Barry explains how the market interplays with more conservative assets such as insurance and annuities and what a conservative portfolio might look like.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter, and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback, is joined by Barry James Dyke, President of Castle Asset Management, and author of Guaranteed Income and Pirates of Manhattan 1 and 2. In celebration of life insurance awareness month, he joins us to discuss the benefits of life insurance as an investment tool and the misconceptions and misinformation in the public about it. Plus, if any investor should be aware of market changes due to the pandemic.
In this segment, Barry and Josh discuss how mutual funds take exorbitant risks investing in private equity firms including life insurance companies.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter, and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback, is joined by Danielle Roberts is the co-founder of Boomer Benefits, a top-producing insurance agency that serves tens of thousands of clients each year across 48 states and is one of the most widely recognized brands in the Medicare insurance industry. In 2020, she wrote the best-selling book 10 Costly Medicare Mistakes You Can’t Afford to Make, which helps beneficiaries avoid critical but all too common Medicare pitfalls. Danielle is also a passionate advocate for the National Association of Health Underwriters, where she has served as a past president of the Fort Worth chapter and is currently the Medicare chairperson for the Texas chapter.
In this segment, Danielle gives some good advice when you "jump to G," and how the rules change from state to state.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter, and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback, is joined by Danielle Roberts is the co-founder of Boomer Benefits, a top-producing insurance agency that serves tens of thousands of clients each year across 48 states and is one of the most widely recognized brands in the Medicare insurance industry. In 2020, she wrote the best-selling book 10 Costly Medicare Mistakes You Can’t Afford to Make, which helps beneficiaries avoid critical but all too common Medicare pitfalls. Danielle is also a passionate advocate for the National Association of Health Underwriters, where she has served as a past president of the Fort Worth chapter and is currently the Medicare chairperson for the Texas chapter.
In this segment, Danielle gives us some important dates to remember in the Medicare timeline and what changes people should consider making to their Medicare plan along the way.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter, and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback, is joined by Danielle Roberts is the co-founder of Boomer Benefits, a top-producing insurance agency that serves tens of thousands of clients each year across 48 states and is one of the most widely recognized brands in the Medicare insurance industry. In 2020, she wrote the best-selling book 10 Costly Medicare Mistakes You Can’t Afford to Make, which helps beneficiaries avoid critical but all too common Medicare pitfalls. Danielle is also a passionate advocate for the National Association of Health Underwriters, where she has served as a past president of the Fort Worth chapter and is currently the Medicare chairperson for the Texas chapter.
In this segment, Danielle and Josh discuss how Medicare has changed since the pandemic and the rise of telehealth appointments.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback, is joined by Ed Slott, CPA and America's IRA Expert. He is a nationally recognized IRA distribution expert, a professional speaker, and the creator of several public television specials. He is also the author of numerous best-selling books including his latest, The New Retirement Savings Timebomb.
In this segment, Ed provides us with some tips about Roth IRAs. How can young people capitalize on the Roth?
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback, is joined by Ed Slott, CPA and America's IRA Expert. He is a nationally recognized IRA distribution expert, a professional speaker, and the creator of several public television specials. He is also the author of numerous best-selling books including his latest, The New Retirement Savings Timebomb.
In this segment, Ed and Josh talk about how life insurance can be a great tool to use for retirement savings and how it's not used nearly enough. How can people take advantage of this "super Roth?"
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback, is joined by Ed Slott, CPA and America's IRA Expert. He is a nationally recognized IRA distribution expert, a professional speaker, and the creator of several public television specials. He is also the author of numerous best-selling books including his latest, The New Retirement Savings Timebomb.
In this segment, Ed and Josh discuss the new threats to your retirement savings and how there are more tax problems on the horizon. What can people do to save smart and avoid the ticking tax timebomb? Better check out this segment and find out.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback, is joined by Ed Slott, CPA and America's IRA Expert. He is a nationally recognized IRA distribution expert, a professional speaker, and the creator of several public television specials. He is also the author of numerous best-selling books including his latest, The New Retirement Savings Timebomb.
In this segment, Ed's explains why he's a big Roth fan and how the complex tax rules require specialized knowledge and understanding so you can move your money from a 'forever tax' to a 'never tax.' Listen and find out!
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback, is joined by Ed Slott, CPA and America's IRA Expert. He is a nationally recognized IRA distribution expert, a professional speaker, and the creator of several public television specials. He is also the author of numerous best-selling books including his latest, The New Retirement Savings Timebomb.
In this segment, Ed describes how Peter Thiel, German-American billionaire/entrepreneur/venture capitalist and co-founder of PayPal plus the first outside investor in Facebook, became a billionaire by contributing to his Roth IRA. Listen to find out what methods he used.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback, is joined by Owen Beiny. Owen Beiny (Beenie), a.k.a. The Points Partner, spent 15 years as a CEO traveling across the globe and has learned how to use benefits efficiently, for air miles, upgrades and benefits to excel his travel, and now helps others do the same as the founder of The Points Partner.
In this segment, Owen describes why co-branded credit cards are a scam unless you're a frequent flyer. The average day person flying does not need to sign up for co-branded credit cards.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback, is joined by Owen Beiny. Owen Beiny (Beenie), a.k.a. The Points Partner, spent 15 years as a CEO traveling across the globe and has learned how to use benefits efficiently, for air miles, upgrades and benefits to excel his travel, and now helps others do the same as the founder of The Points Partner.
In this segment, Owen breaks down the 7 to 1 equation RE-credit card points and how they can apply when you fly.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback, is joined by Owen Beiny. Owen Beiny (Beenie), a.k.a. The Points Partner, spent 15 years as a CEO traveling across the globe and has learned how to use benefits efficiently, for air miles, upgrades and benefits to excel his travel, and now helps others do the same as the founder of The Points Partner.
In this segment, Josh and Owen discuss why it's usually not a good idea to take out credit cards for department stores such as Target, Starbucks or even Amazon. While there are cash backs involved they never seem worth it. Listen to find out more!
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback, is joined by Owen Beiny. Owen Beiny (Beenie), a.k.a. The Points Partner, spent 15 years as a CEO traveling across the globe and has learned how to use benefits efficiently, for air miles, upgrades and benefits to excel his travel, and now helps others do the same as the founder of The Points Partner.
In this segment, Josh and Owen discuss the conversion aspect of using your credit card points to convert to cash. Owen says "you don't know what you don't know," so listen to find out what tips Owen says will you help you understand how to maximize your credit card points.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback, is joined by Owen Beiny. Owen Beiny (Beenie), a.k.a. The Points Partner, spent 15 years as a CEO traveling across the globe and has learned how to use benefits efficiently, for air miles, upgrades and benefits to excel his travel, and now helps others do the same as the founder of The Points Partner.
In this segment, Owen explains how to choose the right credit card for your needs. The first step is to look at where you're spending your money. Listen to this segment to find out the next steps!
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback, is joined by Mackey McNeill. Mackey is CEO and President of MACKEY, a Cincinnati-based firm offering family-owned businesses an invaluable and innovative combination of coaching and CFO-level financial expertise to increase their chances of a successful succession. She helps small businesses and families transfer wealth through generations. Mackey is a CPA/PFS and an RIA. She's also an author of multiple books covering finance including her latest, The Prosperity Playbook: A Proven Formula for Strategic, Profitable Family Business Succession, which discusses turning a family-owned business over to the next generation and preserving wealth through generations.
In this segment, Mackey shares with Josh, some steps business owners can take to be prepared for when they're ready to sell their business.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback, is joined by Mackey McNeill. Mackey is CEO and President of MACKEY, a Cincinnati-based firm offering family-owned businesses an invaluable and innovative combination of coaching and CFO-level financial expertise to increase their chances of a successful succession. She helps small businesses and families transfer wealth through generations. Mackey is a CPA/PFS and an RIA. She's also an author of multiple books covering finance including her latest, The Prosperity Playbook: A Proven Formula for Strategic, Profitable Family Business Succession, which discusses turning a family-owned business over to the next generation and preserving wealth through generations.
In this segment, Josh and Mackey talk about what's in the toolbox of data that you need in order to see your business.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback, is joined by Mackey McNeill. Mackey is CEO and President of MACKEY, a Cincinnati-based firm offering family-owned businesses an invaluable and innovative combination of coaching and CFO-level financial expertise to increase their chances of a successful succession. She helps small businesses and families transfer wealth through generations. Mackey is a CPA/PFS and an RIA. She's also an author of multiple books covering finance including her latest, The Prosperity Playbook: A Proven Formula for Strategic, Profitable Family Business Succession, which discusses turning a family-owned business over to the next generation and preserving wealth through generations.
In this segment, Mackey offers some insight into how you can get your business to a selling point. She makes some great suggestions so listen in to find out.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback, is joined by Mackey McNeill. Mackey is CEO and President of MACKEY, a Cincinnati-based firm offering family-owned businesses an invaluable and innovative combination of coaching and CFO-level financial expertise to increase their chances of a successful succession. She helps small businesses and families transfer wealth through generations. Mackey is a CPA/PFS and an RIA. She's also an author of multiple books covering finance including her latest, The Prosperity Playbook: A Proven Formula for Strategic, Profitable Family Business Succession, which discusses turning a family-owned business over to the next generation and preserving wealth through generations.
In this segment, Josh and Mackey discuss what hurdles you can see when you're either selling a business or transferring ownership of a business. Have a plan!
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback, is joined by Jae W. Oh, author of the book Maximize Your Medicare 2020-2021 Edition: Qualify for Benefits, Protect Your Health, and Minimize Your Costs. Jae W. Oh is a nationally recognized Medicare expert, frequently quoted in the national press, including on USA Today, Dow Jones, cnbc, and Nasdaq.com, as well as on radio talk shows nationwide. He has a Master’s Degree in Business Administration (MBA) with concentrations in Accounting and Finance from the University of Chicago, and a Bachelors of Arts (BA) degree in Economics and Political Science from the University of Michigan, Ann Arbor.
In this segment, Josh and Jae discuss how many people are delaying retirement because of healthcare costs.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback, is joined by Jae W. Oh, author of the book Maximize Your Medicare 2020-2021 Edition: Qualify for Benefits, Protect Your Health, and Minimize Your Costs. Jae W. Oh is a nationally recognized Medicare expert, frequently quoted in the national press, including on USA Today, Dow Jones, cnbc, and Nasdaq.com, as well as on radio talk shows nationwide. He has a Master’s Degree in Business Administration (MBA) with concentrations in Accounting and Finance from the University of Chicago, and a Bachelors of Arts (BA) degree in Economics and Political Science from the University of Michigan, Ann Arbor.
In this segment, Josh and Jae discuss the American Rescue Plan, what it means, and why it's important to sign up before the deadline on August 15th.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback talks to a caller about whether I Bonds could be a good investment in the case of long-term inflation.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback does a very special show on Father's Day, 2021, to commemorate the life and legacy of Bill Jalinski, Josh's dad, sharing memories from Josh's past and describing what kind of influence he had on Josh's life and career success.
In this segment, a listener calls into the show and then inspires Josh to share some additional stories about his own father and how he influenced Josh once he became a father.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter and YouTube. Visit Jaliniski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback does a very special show on Father's Day, 2021, to commemorate the life and legacy of Bill Jalinski, Josh's dad, sharing memories from Josh's past and describing what kind of influence he had on Josh's life and career success.
In this segment, Josh takes a call from a listener who shares some great financial advice from her dad and Josh sympathizes with her loss.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter and YouTube. Visit Jaliniski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback does a very special show on Father's Day, 2021, to commemorate the life and legacy of Bill Jalinski, Josh's dad, sharing memories from Josh's past and describing what kind of influence he had on Josh's life and career success.
In this segment, long-time caller, Gordon, calls into the show and asks for Josh's thoughts on China's recent announcement that they'll be relaxing their "one-child policy," and how that has and will, likely affect their economy.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter and YouTube. Visit Jaliniski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback does a very special show on Father's Day, 2021, to commemorate the life and legacy of Bill Jalinski, Josh's dad, sharing memories from Josh's past and describing what kind of influence he had on Josh's life and career success.
In this segment, Josh says that the "traditional portfolio design" looks better than what we have right now and he also takes a call from a listener who shares the best piece of financial advice they got from their dad.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter and YouTube. Visit Jaliniski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback does a very special show on Father's Day, 2021, to commemorate the life and legacy of Bill Jalinski, Josh's dad, sharing memories from Josh's past and describing what kind of influence he had on Josh's life and career success.
In this segment, Josh remembers his dad, Bill Jalinski, on Father's Day 2021 and pays tribute to him.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter and YouTube. Visit Jaliniski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback is joined by David Peters, founder of the David Peters Financial Group and Peters Tax Preparation & Consulting, PC. David has over fourteen years of experience in financial services, including 3 years in the hedge fund industry and six years in the insurance industry. David was the first-ever Chief Financial Officer at Compare.com - a position he held for more than three years.
In this segment, David explains how the supply-demand is connected to labor shortages and how the artificial stimulus has hindered certain areas of the economy. Are the words of Milton Freidman ringing true?
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback is joined by David Peters, founder of the David Peters Financial Group and Peters Tax Preparation & Consulting, PC. David has over fourteen years of experience in financial services, including 3 years in the hedge fund industry and six years in the insurance industry. David was the first-ever Chief Financial Officer at Compare.com - a position he held for more than three years.
In this segment, David and Josh discuss what happens when the Govt. interferes and pumps too much money into the economy. What are the negative impacts and how long will it last?
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback is joined by David Peters, founder of the David Peters Financial Group and Peters Tax Preparation & Consulting, PC. David has over fourteen years of experience in financial services, including 3 years in the hedge fund industry and six years in the insurance industry. David was the first-ever Chief Financial Officer at Compare.com - a position he held for more than three years.
In this segment, a caller asks Josh for some advice as he plans for his children to inherit money he has saved in the S&P 500. What can he do to avoid paying as much tax on the dividends? Listen to find out.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback talks to a long-time caller about volatility buffers and gives him some options to look at as far as where to invest your money so that it's not ethered to the market.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback explains what the difference is between SEP IRAs and Solo 401(k)s. He breaks it down by explaining what each of these means and when they can be good options to consider.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback takes a call from a listener who is looking for some advice about investment strategies as they plan to retire in a few years.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback takes a call from a listener who has some questions about Target-date funds. Josh shares his thoughts and opinions about target-date funds and talks about why they're not always the best choice for someone planning to use them in their retirement portfolio.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback talks about Elizabeth Warren is urging the Senate committee on finance to investigate how wealthy Americans are avoiding paying taxes.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback talks about how the wealthy are borrowing against their portfolios, taking advantage of low-interest rates, buying, borrowing, and then dying to avoid high capital gains tax.
In this segment, Josh explains why he thinks the solution here is to force companies to pay a dividend.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter, and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback answers a caller's question on retirement accounts.
In this segment, caller Ken brings up the subject of data between averages and medians in retirement and asks Josh for his insight. Will you outlive your money or will your money outlive you?
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback is joined by Anna Byrne who is the founding partner of Eckert Byrne LLC. With over 25 years of experience, Anna’s decision to establish Eckert Byrne LLC stemmed from a desire to create estate plans that encompass more than just the transfer of tangible assets. Her life experience as a young widow revealed a need to pass on wisdom and values to help those left behind. She has committed more than a decade to create a team that shares this vision. She joins us to discuss her new book The Inheritor’s Guide, in which she provides a detailed roadmap for managing estate, tax, and financial issues following the loss of one’s parents and shows adult children how to become a steward of their parent's legacy.
In this segment, Anna talks about what the biggest issues are when someone dies, regardless of how much money people are left with.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback is joined by Anna Byrne who is the founding partner of Eckert Byrne LLC. With over 25 years of experience, Anna’s decision to establish Eckert Byrne LLC stemmed from a desire to create estate plans that encompass more than just the transfer of tangible assets. Her life experience as a young widow revealed a need to pass on wisdom and values to help those left behind. She has committed more than a decade to create a team that shares this vision. She joins us to discuss her new book The Inheritor’s Guide, in which she provides a detailed roadmap for managing estate, tax, and financial issues following the loss of one’s parents and shows adult children how to become a steward of their parent's legacy.
In this segment, Anna talks about how important it is to understand the whole landscape of your finances in cases where people experience loss, and what you need to do to in order to get all of your ducks in a row.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback is joined by Anna Byrne who is the founding partner of Eckert Byrne LLC. With over 25 years of experience, Anna’s decision to establish Eckert Byrne LLC stemmed from a desire to create estate plans that encompass more than just the transfer of tangible assets. Her life experience as a young widow revealed a need to pass on wisdom and values to help those left behind. She has committed more than a decade to create a team that shares this vision. She joins us to discuss her new book The Inheritor’s Guide, in which she provides a detailed roadmap for managing estate, tax, and financial issues following the loss of one’s parents and shows adult children how to become a steward of their parent's legacy.
In this segment, Anna shares with Josh's listeners her top 3 tips for people who are dealing with loss and need to understand their personal finances so they can manage their future planning and take the necessary steps to succeed.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback is joined by Barbara Weltman, attorney, author, and public speaker and also known as "the guru of small business taxes” by The Wall Street Journal. She is a nationally recognized expert on tax and small business and a member of the J.K. Lasser Institute Team of Editors & Writers. Her latest book J.K. Lasser’s Small Business Taxes 2020 (for 2019 returns and year-round tax planning) is out now. She also serves as Staples.com’s Small Business Tax Expert. She is a member of the Small Business Advocate Brain Trust and serves on the advisory boards for Small Business & Entrepreneurship (SBE) Council, WE-Inc., My Venture Pad, and Boardroom’s Bottom Line/Personal. She is an adjunct professor at Manhattanville College, where she teaches Principles of Entrepreneurship.
In this segment, Barbara advises listeners on which tax records small businesses need to make sure they keep. Find out what documents are critical to retain for the IRS!
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback is joined by Barbara Weltman, attorney, author, and public speaker and also known as "the guru of small business taxes” by The Wall Street Journal. She is a nationally recognized expert on tax and small business and a member of the J.K. Lasser Institute Team of Editors & Writers. Her latest book J.K. Lasser’s Small Business Taxes 2020 (for 2019 returns and year-round tax planning) is out now. She also serves as Staples.com’s Small Business Tax Expert. She is a member of the Small Business Advocate Brain Trust and serves on the advisory boards for Small Business & Entrepreneurship (SBE) Council, WE-Inc., My Venture Pad, and Boardroom’s Bottom Line/Personal. She is an adjunct professor at Manhattanville College, where she teaches Principles of Entrepreneurship.
In this segment, Barbara and Josh discuss the tax changes that small businesses should be aware of and what tax breaks they can take advantage of right now, and which targeted group of people could potentially benefit the most.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback is joined by Barbara Weltman, attorney, author, and public speaker and also known as "the guru of small business taxes” by The Wall Street Journal. She is a nationally recognized expert on tax and small business and a member of the J.K. Lasser Institute Team of Editors & Writers. Her latest book J.K. Lasser’s Small Business Taxes 2020 (for 2019 returns and year-round tax planning) is out now. She also serves as Staples.com’s Small Business Tax Expert. She is a member of the Small Business Advocate Brain Trust and serves on the advisory boards for Small Business & Entrepreneurship (SBE) Council, WE-Inc., My Venture Pad, and Boardroom’s Bottom Line/Personal. She is an adjunct professor at Manhattanville College, where she teaches Principles of Entrepreneurship.
In this segment, Barbara shares with us some of the great tax advantages available right now on both the income tax side and the employment tax side that weren't available before Covid. Listen to find out what the best incentives are and what you should pay attention to.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback is joined by Katie L. S. Von Kohorn, a partner at Casner & Edwards, LLP, specializing in trusts & estates and exempt organizations. Her practice focuses on estate planning, estate and trust administration, charitable giving, and advising exempt organizations. Katie also serves as a trustee of numerous trusts, and she works extensively on the investment, tax, and legal aspects of trusts, as well as with the varied interests of trust beneficiaries.
In this segment, Katie talks about gifting trusts to individuals and what the cap is for various relatives and family members. What does Katie usually do for her clients and what does she recommend and why? Listen to find out!
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback is joined by Katie L. S. Von Kohorn, a partner at Casner & Edwards, LLP, specializing in trusts & estates and exempt organizations. Her practice focuses on estate planning, estate and trust administration, charitable giving, and advising exempt organizations. Katie also serves as a trustee of numerous trusts, and she works extensively on the investment, tax, and legal aspects of trusts, as well as with the varied interests of trust beneficiaries.
In this segment, Katie explains what an irrevocable living trust is and what it means for estate planning after you die. Listen to find out what Katie recommends you do.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback is joined by Katie L. S. Von Kohorn, a partner at Casner & Edwards, LLP, specializing in trusts & estates and exempt organizations. Her practice focuses on estate planning, estate and trust administration, charitable giving, and advising exempt organizations. Katie also serves as a trustee of numerous trusts, and she works extensively on the investment, tax, and legal aspects of trusts, as well as with the varied interests of trust beneficiaries.
In this segment, Katie shares with Josh's callers, some tips for ways to communicate to your kids about how you're choosing to handle your estate plans and how it affects them.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback is joined by Katie L. S. Von Kohorn, a partner at Casner & Edwards, LLP, specializing in trusts & estates and exempt organizations. Her practice focuses on estate planning, estate and trust administration, charitable giving, and advising exempt organizations. Katie also serves as a trustee of numerous trusts, and she works extensively on the investment, tax, and legal aspects of trusts, as well as with the varied interests of trust beneficiaries.
In this segment, Katie talks about walking your kids through the process of estate decision-making and the various methods in which her clients typically will proceed.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback is joined by Jeff Schnepper, a tax expert and author of several books on finance and taxation, including How to Pay Zero Estate Taxes and all twenty-eight previous editions of How to Pay Zero Taxes. He's also Microsoft’s MSN MONEY tax expert, Chief Legal Counsel for Estate Planning of Delaware Valley, Inc., an economics editor for USA Today and is tax counsel for Haran, Watson & Company.
In this segment, Jeff breaks down how the child care tax credit works with earned income.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback is joined by Jeff Schnepper, a tax expert and author of several books on finance and taxation, including How to Pay Zero Estate Taxes and all twenty-eight previous editions of How to Pay Zero Taxes. He's also Microsoft’s MSN MONEY tax expert, Chief Legal Counsel for Estate Planning of Delaware Valley, Inc., an economics editor for USA Today and is tax counsel for Haran, Watson & Company.
In this segment, Jeff talks about the recent capital gains tax increases for people who have an annual income above a million dollars but also what that means for those whos income is less than a million per year.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback is joined by Jeff Schnepper, a tax expert and author of several books on finance and taxation, including How to Pay Zero Estate Taxes and all twenty-eight previous editions of How to Pay Zero Taxes. He's also Microsoft’s MSN MONEY tax expert, Chief Legal Counsel for Estate Planning of Delaware Valley, Inc., an economics editor for USA Today and is tax counsel for Haran, Watson & Company.
In this segment, Jeff summarizes some of the new tax laws and gives some advice for small business owners.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback is joined by Mark Yusko, Founder, CEO, and Chief Investment Officer of Morgan Creek Capital Management.
In this segment, Mark talks about what Blockchain Technology is, and how it works with cryptocurrency. Listen in as he breaks it down.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback is joined by Stan Harley Advanced Technical, Quantitative, and Financial Research Consultant at HCM Business Analytics. His career has spanned investment advisory services, defense/aerospace, and military service. Since 1995, Stan has published The Harley Market Letter and its companion publication, The Harley Market Letter UPDATE Service that provides advanced technical analysis of the stock market, bonds, precious metals, and other sectors of interest.
In this segment, Stan explains why he thinks that we're not yet at a secular peak but we're likely to get there in the, not too distant future.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback is joined by Stan Harley Advanced Technical, Quantitative, and Financial Research Consultant at HCM Business Analytics. His career has spanned investment advisory services, defense/aerospace, and military service. Since 1995, Stan has published The Harley Market Letter and its companion publication, The Harley Market Letter UPDATE Service that provides advanced technical analysis of the stock market, bonds, precious metals, and other sectors of interest.
In this segment, Stan and Josh discuss the psychoanalysis between the Nasdaq and the S&P 500 and how it can affect the market.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback is joined by Stan Harley Advanced Technical, Quantitative, and Financial Research Consultant at HCM Business Analytics. His career has spanned investment advisory services, defense/aerospace, and military service. Since 1995, Stan has published The Harley Market Letter and its companion publication, The Harley Market Letter UPDATE Service that provides advanced technical analysis of the stock market, bonds, precious metals, and other sectors of interest.
In this segment, Stan and Josh discuss whether or not there is a political risk to the market when there's a lot of federal spending.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback is joined by Stan Harley Advanced Technical, Quantitative, and Financial Research Consultant at HCM Business Analytics. His career has spanned investment advisory services, defense/aerospace, and military service. Since 1995, Stan has published The Harley Market Letter and its companion publication, The Harley Market Letter UPDATE Service that provides advanced technical analysis of the stock market, bonds, precious metals, and other sectors of interest.
In this segment, Stan talks about what's going on with the Nasdaq and the current state of it's performance right now.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback is joined by Mark Yusko, Founder, CEO, and Chief Investment Officer of Morgan Creek Capital Management.
In this segment, Mark talks about how centralized finance is being developed for cryptocurrency to help protect our digital assets.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback is joined by Mark Yusko, Founder, CEO, and Chief Investment Officer of Morgan Creek Capital Management.
In this segment, Mark talks about how we rely on computer code for everything in our lives, and that financial currency will eventually be the same.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback is joined by Mark Yusko, Founder, CEO and Chief Investment Officer of Morgan Creek Capital Management.
In this segment, Mark talks about the infrastructure around moving to an all "digital" market where everything is driven by blockchain technology.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback is joined by George Friedman, Founder and Chairman of Geopolitical Futures, a company dedicated to forecasting the course of the international system (www.geopoliticalfutures.com). He is an internationally recognized strategist on global affairs who has been called “the creator of the field of geopolitical forecasting.”
In this segment, George says that the post-covid global economy resembles a post-war economy. How are other countries going to handle this period of "post-war" reconstruction?
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback is joined by George Friedman, Founder and Chairman of Geopolitical Futures, a company dedicated to forecasting the course of the international system (www.geopoliticalfutures.com). He is an internationally recognized strategist on global affairs who has been called “the creator of the field of geopolitical forecasting.”
In this segment, George talks about the supply shortages happening world-wide and how this will affect our economic system going forward.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback is joined by George Friedman, Founder and Chairman of Geopolitical Futures, a company dedicated to forecasting the course of the international system (www.geopoliticalfutures.com). He is an internationally recognized strategist on global affairs who has been called “the creator of the field of geopolitical forecasting.”
In this segment, Josh and George discuss where the U.S. economy could be headed and whether or not we'll see another depression or could it lead to a post-war boom. Listen and find out!
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback is joined by Laurence Kotlikoff Professor of Economics at Boston University, president of Economic Security Planning, and a New York Times best-selling author. His columns, articles, and books cover personal finance, generational policy, climate policy, inequality, tax reform, Social Security, banking, robotization, growth, and much more.
In this segment, Professor Laurence Kotlikoff shares some financial tips and advice to help you get ahead of inflation.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback is joined by Laurence Kotlikoff Professor of Economics at Boston University, president of Economic Security Planning, and a New York Times best-selling author. His columns, articles, and books cover personal finance, generational policy, climate policy, inequality, tax reform, Social Security, banking, robotization, growth, and much more.
In this segment, Josh and Professor Laurence Kotlikoff discuss why we need to take shelter from inflation.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback is joined by Laurence Kotlikoff Professor of Economics at Boston University, president of Economic Security Planning, and a New York Times best-selling author. His columns, articles, and books cover personal finance, generational policy, climate policy, inequality, tax reform, Social Security, banking, robotization, growth, and much more.
In this segment, Professor Kotlikoff explains why he thinks that inflation is wearing us down.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback is joined by Laurence Kotlikoff Professor of Economics at Boston University, president of Economic Security Planning, and a New York Times best-selling author. His columns, articles, and books cover personal finance, generational policy, climate policy, inequality, tax reform, Social Security, banking, robotization, growth, and much more.
In this segment, Professor Kotlikoff explains to Josh why he thinks that we need fundamental tax reform in this country.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback is joined by Laurence Kotlikoff Professor of Economics at Boston University, president of Economic Security Planning, and a New York Timesbest-selling author. His columns, articles, and books cover personal finance, generational policy, climate policy, inequality, tax reform, Social Security, banking, robotization, growth, and much more.
In this segment, Josh and Laurence discuss the great inflation-deflation debate.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback is joined by David Ranson, President of H. C. Wainwright & Co. of Boston, Massachusetts, Wainwright Economics became an independent operation in 1978 and has since been renamed HCWE. David Ranson is a Fellow of the Institute for Applied Economics, Global Health and Business Enterprise at Johns Hopkins University in Baltimore. He has addressed audiences and published articles on a wide range of economic and investment topics and has provided testimony to a number of Congressional committees. His work has been mentioned or appeared in the Wall Street Journal, the New York Times, Barron’s, the Economist, Forbes, the Christian Science Monitor, and other publications. He holds M.A. and B.Sc. degrees from Queen’s College, Oxford, and an M.B.A. in finance and a Ph.D. in business economics from the University of Chicago.
In this segment, Josh and David talk about the other indicators of forewarning inflation.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback is joined by David Ranson, President of H. C. Wainwright & Co. of Boston, Massachusetts, Wainwright Economics became an independent operation in 1978 and has since been renamed HCWE. David Ranson is a Fellow of the Institute for Applied Economics, Global Health and Business Enterprise at Johns Hopkins University in Baltimore. He has addressed audiences and published articles on a wide range of economic and investment topics and has provided testimony to a number of Congressional committees. His work has been mentioned or appeared in the Wall Street Journal, the New York Times, Barron’s, the Economist, Forbes, the Christian Science Monitor, and other publications. He holds M.A. and B.Sc. degrees from Queen’s College, Oxford, and an M.B.A. in finance and a Ph.D. in business economics from the University of Chicago.
In this segment, Josh and David talk about why the U.S. dollar is falling and how that's measured by the price of gold.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback is joined by David Ranson, President of H. C. Wainwright & Co. of Boston, Massachusetts, Wainwright Economics became an independent operation in 1978 and has since been renamed HCWE. David Ranson is a Fellow of the Institute for Applied Economics, Global Health and Business Enterprise at Johns Hopkins University in Baltimore. He has addressed audiences and published articles on a wide range of economic and investment topics and has provided testimony to a number of Congressional committees. His work has been mentioned or appeared in the Wall Street Journal, the New York Times, Barron’s, the Economist, Forbes, the Christian Science Monitor, and other publications. He holds M.A. and B.Sc. degrees from Queen’s College, Oxford, and an M.B.A. in finance and a Ph.D. in business economics from the University of Chicago.
In this segment, Josh and David talk about the overall inflation prediction and how the U.S. Government may need to step in to help.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback is joined by David Ranson, President of H. C. Wainwright & Co. of Boston, Massachusetts, Wainwright Economics became an independent operation in 1978 and has since been renamed HCWE. David Ranson is a Fellow of the Institute for Applied Economics, Global Health and Business Enterprise at Johns Hopkins University in Baltimore. He has addressed audiences and published articles on a wide range of economic and investment topics and has provided testimony to a number of Congressional committees. His work has been mentioned or appeared in the Wall Street Journal, the New York Times, Barron’s, the Economist, Forbes, the Christian Science Monitor, and other publications. He holds M.A. and B.Sc. degrees from Queen’s College, Oxford, and an M.B.A. in finance and a Ph.D. in business economics from the University of Chicago.
In this segment, Josh and David talk about how the price of gold is rising and how this can forecast inflation to come.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback is joined by David Ranson, President of H. C. Wainwright & Co. of Boston, Massachusetts, Wainwright Economics became an independent operation in 1978 and has since been renamed HCWE. David Ranson is a Fellow of the Institute for Applied Economics, Global Health and Business Enterprise at Johns Hopkins University in Baltimore. He has addressed audiences and published articles on a wide range of economic and investment topics and has provided testimony to a number of Congressional committees. His work has been mentioned or appeared in the Wall Street Journal, the New York Times, Barron’s, the Economist, Forbes, the Christian Science Monitor, and other publications. He holds M.A. and B.Sc. degrees from Queen’s College, Oxford, and an M.B.A. in finance and a Ph.D. in business economics from the University of Chicago.
In this segment, Josh and David discuss whether or not, we're in hyperinflation which would mean that inflation isn't going away for a while.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback is joined by Tom Hegna, economist, author, and retirement expert. Tom is a former First Vice President at New York Life, retired Lieutenant Colonel, economist and author of multiple books. Tom has delivered over 5,000 seminars on his signature "Paychecks and Playchecks" retirement approach, helping Baby Boomers and seniors retire the "optimal" way. His latest book Tom Hegna's Guide to Social Security and Medicare 2020: Income Maximization Strategies is a 36-page booklet that explains why Americans should maximize their Social Security retirement benefits and provides useful advice, tips, and websites you can use to increase your lifetime income from the Social Security Administration.
In this segment, Josh's guest Tom Hegna talk about why long term care insurance is so important and why people are advised to purchase life insurance.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback is joined by Tom Hegna, economist, author, and retirement expert. Tom is a former First Vice President at New York Life, retired Lieutenant Colonel, economist and author of multiple books. Tom has delivered over 5,000 seminars on his signature "Paychecks and Playchecks" retirement approach, helping Baby Boomers and seniors retire the "optimal" way. His latest book Tom Hegna's Guide to Social Security and Medicare 2020: Income Maximization Strategies is a 36-page booklet that explains why Americans should maximize their Social Security retirement benefits and provides useful advice, tips, and websites you can use to increase your lifetime income from the Social Security Administration.
In this segment, Josh and Tom discuss why right now, it's the best time to buy annuities.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback is joined by Tom Hegna, economist, author, and retirement expert. Tom is a former First Vice President at New York Life, retired Lieutenant Colonel, economist and author of multiple books. Tom has delivered over 5,000 seminars on his signature "Paychecks and Playchecks" retirement approach, helping Baby Boomers and seniors retire the "optimal" way. His latest book Tom Hegna's Guide to Social Security and Medicare 2020: Income Maximization Strategies is a 36-page booklet that explains why Americans should maximize their Social Security retirement benefits and provides useful advice, tips, and websites you can use to increase your lifetime income from the Social Security Administration.
In this segment, Tom Hegna explains why you can't retire optimally without an annuity in the portfolio.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback is joined by Tom Hegna, economist, author, and retirement expert. Tom is a former First Vice President at New York Life, retired Lieutenant Colonel, economist and author of multiple books. Tom has delivered over 5,000 seminars on his signature "Paychecks and Playchecks" retirement approach, helping Baby Boomers and seniors retire the "optimal" way. His latest book Tom Hegna's Guide to Social Security and Medicare 2020: Income Maximization Strategies is a 36-page booklet that explains why Americans should maximize their Social Security retirement benefits and provides useful advice, tips, and websites you can use to increase your lifetime income from the Social Security Administration.
In this segment, Josh and Tom break down the sequence of returns risk and how it can wipe out a retirement portfolio.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback is joined by Tom Hegna, economist, author, and retirement expert. Tom is a former First Vice President at New York Life, retired Lieutenant Colonel, economist and author of multiple books. Tom has delivered over 5,000 seminars on his signature "Paychecks and Playchecks" retirement approach, helping Baby Boomers and seniors retire the "optimal" way. His latest book Tom Hegna's Guide to Social Security and Medicare 2020: Income Maximization Strategies is a 36-page booklet that explains why Americans should maximize their Social Security retirement benefits and provides useful advice, tips, and websites you can use to increase your lifetime income from the Social Security Administration.
In this segment, Josh's guest, Tom Hegna talks about "Paychecks and Playchecks" and why it's important to have guaranteed lifetime income.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback is joined by Toby Mathis, founding Partner, Attorney, Author & Business Tax Expert. Toby is a founding partner of Anderson Law Group and current manager of Anderson’s Las Vegas office. In his work as an attorney, he has focused exclusively in areas of small business, taxation, and trusts. Toby was the host of the longest-running local business radio program on KNUU in Las Vegas “The BOSS Business Brief” and he has a new book, Infinity Investing: How The Rich Get Richer And How You Can Do The Same
In this segment, Toby talks about how we have an epidemic of debt going on in our society right now, and how a lot of young people are getting in way over their heads and working for a liability.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback is joined by Toby Mathis, founding Partner, Attorney, Author & Business Tax Expert. Toby is a founding partner of Anderson Law Group and current manager of Anderson’s Las Vegas office. In his work as an attorney, he has focused exclusively in areas of small business, taxation, and trusts. Toby was the host of the longest-running local business radio program on KNUU in Las Vegas “The BOSS Business Brief” and he has a new book, Infinity Investing: How The Rich Get Richer And How You Can Do The Same
In this segment, Josh and Toby discuss "the Amazon model" and how times have changed when it comes to the investing model.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback is joined by Toby Mathis, founding Partner, Attorney, Author & Business Tax Expert. Toby is a founding partner of Anderson Law Group and current manager of Anderson’s Las Vegas office. In his work as an attorney, he has focused exclusively in areas of small business, taxation, and trusts. Toby was the host of the longest-running local business radio program on KNUU in Las Vegas “The BOSS Business Brief” and he has a new book, Infinity Investing: How The Rich Get Richer And How You Can Do The Same
In this segment, Toby talks about being a business owner and how to pass economic values to future generations without the risk of them squandering money in a reckless manner or killing their hunger for success.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback is joined by Toby Mathis, founding Partner, Attorney, Author & Business Tax Expert. Toby is a founding partner of Anderson Law Group and current manager of Anderson’s Las Vegas office. In his work as an attorney, he has focused exclusively in areas of small business, taxation, and trusts. Toby was the host of the longest-running local business radio program on KNUU in Las Vegas “The BOSS Business Brief” and he has a new book, Infinity Investing: How The Rich Get Richer And How You Can Do The Same
In this segment, Toby gives us a simple tip for someone who wants to do income planning.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback is joined by Toby Mathis, founding Partner, Attorney, Author & Business Tax Expert. Toby is a founding partner of Anderson Law Group and current manager of Anderson’s Las Vegas office. In his work as an attorney, he has focused exclusively in areas of small business, taxation, and trusts. Toby was the host of the longest-running local business radio program on KNUU in Las Vegas “The BOSS Business Brief” and he has a new book, Infinity Investing: How The Rich Get Richer And How You Can Do The Same
In this segment, Toby gives us a sneak peek from his new book: Infinity Investing: How The Rich Get Richer And How You Can Do The Same and reveals some of the big differences between the wealthy mindset and the poor mindset.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback is joined by Dr. Richard Smith, the Doctor of Uncertainty. Dr. Richard Smith is the CEO of TradeSmith and TradeStops and also, Chairman of the Board and CEO of the Foundation for the Study of Cycles. He has made it his life’s work to learn how to master risk and in his upcoming book, The Risk Manifesto, Dr. Richard Smith explores the psychology of investing and how fear of loss drives even the most experienced investors to make mistakes.
In this segment, Josh tells a caller why he should get term convertible life insurance and what the benefits are.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback is joined by Dr. Richard Smith, the Doctor of Uncertainty. Dr. Richard Smith is the CEO of TradeSmith and TradeStops and also, Chairman of the Board and CEO of the Foundation for the Study of Cycles. He has made it his life’s work to learn how to master risk and in his upcoming book, The Risk Manifesto, Dr. Richard Smith explores the psychology of investing and how fear of loss drives even the most experienced investors to make mistakes.
In this segment, Josh takes a call and talks about why IPOs are risky for the average person and why we don't want to have to bail out Bitcoin.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback is joined by Dr. Richard Smith, the Doctor of Uncertainty. Dr. Richard Smith is the CEO of TradeSmith and TradeStops and also, Chairman of the Board and CEO of the Foundation for the Study of Cycles. He has made it his life’s work to learn how to master risk and in his upcoming book, The Risk Manifesto, Dr. Richard Smith explores the psychology of investing and how fear of loss drives even the most experienced investors to make mistakes.
In this segment, Josh and Dr. Richard Smith share their predictions about crypto tax and what the benefits could be.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback is joined by Dr. Richard Smith, the Doctor of Uncertainty. Dr. Richard Smith is the CEO of TradeSmith and TradeStops and also, Chairman of the Board and CEO of the Foundation for the Study of Cycles. He has made it his life’s work to learn how to master risk and in his upcoming book, The Risk Manifesto, Dr. Richard Smith explores the psychology of investing and how fear of loss drives even the most experienced investors to make mistakes.
In this segment, Dr. Richard Smith and Josh get into the background about NFTs and why he thinks they're valuable.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback is joined by Dr. Richard Smith, the Doctor of Uncertainty. Dr. Richard Smith is the CEO of TradeSmith and TradeStops and also, Chairman of the Board and CEO of the Foundation for the Study of Cycles. He has made it his life’s work to learn how to master risk and in his upcoming book, The Risk Manifesto, Dr. Richard Smith explores the psychology of investing and how fear of loss drives even the most experienced investors to make mistakes.
In this segment, Dr. Richard Smith discusses the concerns about the centralization of crypto and the value of blockchain.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitterand YouTube. Visit Jalinski.orgfor more information, and pick up his latest book, Retirement Reality Checknow.
Josh Jalinski, The Financial Quarterback is joined by Dr. Richard Smith, the Doctor of Uncertainty. Dr. Richard Smith is the CEO of TradeSmith and TradeStops and also, Chairman of the Board and CEO of the Foundation for the Study of Cycles. He has made it his life’s work to learn how to master risk and in his upcoming book, The Risk Manifesto, Dr. Richard Smith explores the psychology of investing and how fear of loss drives even the most experienced investors to make mistakes.
In this segment, Josh's guest; Dr. Richard Smith tells us the type of stocks the average person should consider when investing with exposure to blockchain.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback is joined by Dr. Richard Smith, the Doctor of Uncertainty. Dr. Richard Smith is the CEO of TradeSmith and TradeStops and also, Chairman of the Board and CEO of the Foundation for the Study of Cycles. He has made it his life’s work to learn how to master risk and in his upcoming book, The Risk Manifesto, Dr. Richard Smith explores the psychology of investing and how fear of loss drives even the most experienced investors to make mistakes.
In this segment, Josh brings up the recent comments from Peter Thiel, German-American billionaire entrepreneur, venture capitalist, and a co-founder of PayPal, and why the average person thinks that Bitcoin can't be hacked.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback is joined by Dr. Richard Smith, the Doctor of Uncertainty. Dr. Richard Smith is the CEO of TradeSmith and TradeStops and also, Chairman of the Board and CEO of the Foundation for the Study of Cycles. He has made it his life’s work to learn how to master risk and in his upcoming book, The Risk Manifesto, Dr. Richard Smith explores the psychology of investing and how fear of loss drives even the most experienced investors to make mistakes.
In this segment, Josh asks Dr. Richard Smith if we're in a crypto bubble and why we should be cautious and vigilant in terms of our investments right now.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback is joined by Dr. Richard Smith, the Doctor of Uncertainty. Dr. Richard Smith is the CEO of TradeSmith and TradeStops and also, Chairman of the Board and CEO of the Foundation for the Study of Cycles. He has made it his life’s work to learn how to master risk and in his upcoming book, The Risk Manifesto, Dr. Richard Smith explores the psychology of investing and how fear of loss drives even the most experienced investors to make mistakes.
In this segment, Dr. Richard Smith's discusses with Josh why he thinks we should embrace NFT's (Non-fungible tokens) and why they're a big deal for future markets.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback is joined by Dr. Lacy Hunt, an internationally known economist, author of two books, and Executive Vice President and Chief Economist of Hoisington Investment Management Company. Lacy has written numerous articles in leading magazines, periodicals, and scholarly journals including The Wall Street Journal, The New York Times, the Journal of Finance, the Financial Analysts Journal and the Journal of Portfolio Management.
In this segment, Josh and Lacy talk about the market's counterpoint to deflation right now and what we can do about it. Is this hyper-inflation before deflation? What have we learned?
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback is joined by Dr. Lacy Hunt, an internationally known economist, author of two books, and Executive Vice President and Chief Economist of Hoisington Investment Management Company. Lacy has written numerous articles in leading magazines, periodicals, and scholarly journals including The Wall Street Journal, The New York Times, the Journal of Finance, the Financial Analysts Journal and the Journal of Portfolio Management.
In this segment, Josh's guest Lacy Hunt talks to us about the GDP measure in today's current market situation and why many of our aggregate economic indicators are not a true measure of the economy's underlining strength.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback is joined by Dr. Lacy Hunt, an internationally known economist, author of two books, and Executive Vice President and Chief Economist of Hoisington Investment Management Company. Lacy has written numerous articles in leading magazines, periodicals, and scholarly journals including The Wall Street Journal, The New York Times, the Journal of Finance, the Financial Analysts Journal and the Journal of Portfolio Management.
In this segment, Josh and Lacy talk about why there's going to be an upcoming price war even though the cost of goods has already gone up and supply chains are replenished. What's the factor?
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback is joined by Dr. Lacy Hunt, an internationally known economist, author of two books, and Executive Vice President and Chief Economist of Hoisington Investment Management Company. Lacy has written numerous articles in leading magazines, periodicals, and scholarly journals including The Wall Street Journal, The New York Times, the Journal of Finance, the Financial Analysts Journal and the Journal of Portfolio Management.
In this segment, Josh's guest, Lacy Hunt, explains how population growth stimulates economic activity and how a rapidly growing birthrate can both help and hurt when there is a deterioration of the demographics in all of the world's major markets
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback is joined byDr. Lacy Hunt, an internationally known economist, author of two books, and Executive Vice President and Chief Economist of Hoisington Investment Management Company. Lacy has written numerous articles in leading magazines, periodicals, and scholarly journals including The Wall Street Journal, The New York Times, the Journal of Finance, the Financial Analysts Journal and the Journal of Portfolio Management.
In this segment, Josh and Lacy discuss what happens when the Fed increases the money supply and the velocity of money falls. Listen and find out how Bitcoin fits in!
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback is joined by Louis W Pierro, founder, and principal of Pierro, Connor & Strauss, LLC. Louis's law, practices in the areas of Estate Planning, Estate and Trust Administration, Business Succession Planning, Elder Law and Special Needs Planning. Mr. Pierro has been selected to the Best Lawyers in America, The Best Lawyers in New York, Super Lawyers of the Hudson Valley, Top 25 Lawyers in Upstate New York, NY Times Top Attorneys in NY, and he was selected by his peers as “2018 Lawyer of the Year” for Elder Law in New York’s Capital Region.
In this segment, Josh's guest; Louis W Pierro provides a background on the estate tax exemption, the reductions, and why it's being indexed for inflation.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback is joined by Louis W Pierro, founder, and principal of Pierro, Connor & Strauss, LLC. Louis's law, practices in the areas of Estate Planning, Estate and Trust Administration, Business Succession Planning, Elder Law and Special Needs Planning. Mr. Pierro has been selected to the Best Lawyers in America, The Best Lawyers in New York, Super Lawyers of the Hudson Valley, Top 25 Lawyers in Upstate New York, NY Times Top Attorneys in NY, and he was selected by his peers as “2018 Lawyer of the Year” for Elder Law in New York’s Capital Region.
In this segment, Louis describes the fundamentals of estate planning including some helpful advice for married couples. Don't miss it!
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback is joined by Louis W Pierro, founder, and principal of Pierro, Connor & Strauss, LLC. Louis's law, practices in the areas of Estate Planning, Estate and Trust Administration, Business Succession Planning, Elder Law and Special Needs Planning. Mr. Pierro has been selected to the Best Lawyers in America, The Best Lawyers in New York, Super Lawyers of the Hudson Valley, Top 25 Lawyers in Upstate New York, NY Times Top Attorneys in NY, and he was selected by his peers as “2018 Lawyer of the Year” for Elder Law in New York’s Capital Region.
In this segment, Josh and Louis talk about the corporate tax rate increase and whether President Biden should extend the QBI (Qualify Business Income Deduction) to ALL small businesses.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback is joined by Louis W Pierro, founder, and principal of Pierro, Connor & Strauss, LLC. Louis's law, practices in the areas of Estate Planning, Estate and Trust Administration, Business Succession Planning, Elder Law and Special Needs Planning. Mr. Pierro has been selected to the Best Lawyers in America, The Best Lawyers in New York, Super Lawyers of the Hudson Valley, Top 25 Lawyers in Upstate New York, NY Times Top Attorneys in NY, and he was selected by his peers as “2018 Lawyer of the Year” for Elder Law in New York’s Capital Region.
In this segment, Josh and Louis discuss the coming income tax increase and a new tax law called the "secure act". Listen to this segment to find out how you should consider structuring IRAs because of the looming income tax increases.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback is joined by Harry Dent best-selling author and one of the most outspoken financial editors in America. Harry received his MBA from Harvard Business School before joining Bain & Company as a Fortune 100 business consultant. He has written numerous bestselling books over the last few decades, from The Great Boom Ahead in 1992 to his latest book: Spending Waves: The Scientific Key To Predicting Market Behavior for the Next 20 Years, where he shares decades of extensive research covering over 200 businesses across 14 different industries to give readers insight into business and investment trends for the years ahead.
In this segment, Josh and Harry breakdown "the mother of all bubbles" happening right now - Govt debt, bitcoin, real estate, the stock market. The mother of all bear markets is coming, but when? Listen to find out what Josh and Harry's predictions are.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback is joined by Harry Dent best-selling author and one of the most outspoken financial editors in America. Harry received his MBA from Harvard Business School before joining Bain & Company as a Fortune 100 business consultant. He has written numerous bestselling books over the last few decades, from The Great Boom Ahead in 1992 to his latest book: Spending Waves: The Scientific Key To Predicting Market Behavior for the Next 20 Years, where he shares decades of extensive research covering over 200 businesses across 14 different industries to give readers insight into business and investing trends for the years ahead.
In this segment, you'll find out why Josh and Harry think that the Fed knows we're in a bubble. Listen to find out what they say.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback is joined by Harry Dent best-selling author and one of the most outspoken financial editors in America. Harry received his MBA from Harvard Business School before joining Bain & Company as a Fortune 100 business consultant. He has written numerous bestselling books over the last few decades, from The Great Boom Ahead in 1992 to his latest book: Spending Waves: The Scientific Key To Predicting Market Behavior for the Next 20 Years, where he shares decades of extensive research covering over 200 businesses across 14 different industries to give readers insight into business and investing trends for the years ahead.
In this segment, Josh and Harry talk about how last year, the Fed lent money to the corporate bond market and why Harry thinks that by late 2022/beginning of 2023 we'll see the stock market at its lowest point.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback is joined by Harry Dent best-selling author and one of the most outspoken financial editors in America. Harry received his MBA from Harvard Business School before joining Bain & Company as a Fortune 100 business consultant. He has written numerous bestselling books over the last few decades, from The Great Boom Ahead in 1992 to his latest book: Spending Waves: The Scientific Key To Predicting Market Behavior for the Next 20 Years, where he shares decades of extensive research covering over 200 businesses across 14 different industries to give readers insight into business and investing trends for the years ahead.
In this segment, Josh and Harry talk about income and equality and if falling interest rates are hurting the middle class.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback is joined by Harry Dent best-selling author and one of the most outspoken financial editors in America. Harry received his MBA from Harvard Business School before joining Bain & Company as a Fortune 100 business consultant. He has written numerous bestselling books over the last few decades, from The Great Boom Ahead in 1992 to his latest book: Spending Waves: The Scientific Key To Predicting Market Behavior for the Next 20 Years, where he shares decades of extensive research covering over 200 businesses across 14 different industries to give readers insight into business and investing trends for the years ahead.
In this segment, Harry talks about his past market predictions with Josh and they take a look at the indicators of the coming collapse.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback is joined by Harry Dent best-selling author and one of the most outspoken financial editors in America. Harry received his MBA from Harvard Business School before joining Bain & Company as a Fortune 100 business consultant. He has written numerous bestselling books over the last few decades, from The Great Boom Ahead in 1992 to his latest book: Spending Waves: The Scientific Key To Predicting Market Behavior for the Next 20 Years, where he shares decades of extensive research covering over 200 businesses across 14 different industries to give readers insight into business and investing trends for the years ahead.
In this segment, Josh presents a listener's question to Harry about where Harry sees that interest rates headed. Find out what Harry has to say about interest rates whether people should load up on treasury bonds.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback is joined by Harry Dent best-selling author and one of the most outspoken financial editors in America. Harry received his MBA from Harvard Business School before joining Bain & Company as a Fortune 100 business consultant. He has written numerous bestselling books over the last few decades, from The Great Boom Ahead in 1992 to his latest book: Spending Waves: The Scientific Key To Predicting Market Behavior for the Next 20 Years, where he shares decades of extensive research covering over 200 businesses across 14 different industries to give readers insight into business and investing trends for the years ahead.
In this segment, Josh and Harry analyze inflation vs. deflation and what happens if there is an inflationary bubble and golden stocks go up.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback is joined by Harry Dent best-selling author and one of the most outspoken financial editors in America. Harry received his MBA from Harvard Business School before joining Bain & Company as a Fortune 100 business consultant. He has written numerous bestselling books over the last few decades, from The Great Boom Ahead in 1992 to his latest book: Spending Waves: The Scientific Key To Predicting Market Behavior for the Next 20 Years, where he shares decades of extensive research covering over 200 businesses across 14 different industries to give readers insight into business and investing trends for the years ahead.
In this segment, Josh and Harry discuss index funds and how people don't realize that ETFs are in a bubble.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback is joined by “America’s CPA," JJ The CPA, National Speaker, YouTuber, Practicing CPA, and author of JJ THE CPA HERE Cracking the CPA Code.
JJ THE CPA has over 27 years of public accounting experience bringing daily videos & value to his over 43,000 subscribers on YouTube where he has amassed more than 3,500,000 views. JJ founded his own CPA firm at age 25, and still serves & advises his private clients daily. JJ also manages his life & disability income insurance practice, Jenson Insurance.
In this segment, Josh and JJ The CPA clarify for a caller who has some questions about the ERTC and whether or not, they can still claim the credit if their income was down 20% in 2020. Listen to find out!
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback is joined by “America’s CPA," JJ The CPA, National Speaker, YouTuber, Practicing CPA, and author of JJ THE CPA HERE Cracking the CPA Code.
JJ THE CPA has over 27 years of public accounting experience bringing daily videos & value to his over 43,000 subscribers on YouTube where he has amassed more than 3,500,000 views. JJ founded his own CPA firm at age 25, and still serves & advises his private clients daily. JJ also manages his life & disability income insurance practice, Jenson Insurance.
In this segment, Josh and JJ The CPA advises a caller who is a Schedule C filer who needs PPP information to help him figure out if he is eligible.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback is joined by “America’s CPA," JJ The CPA, National Speaker, YouTuber, Practicing CPA, and author of JJ THE CPA HERE Cracking the CPA Code.
JJ THE CPA has over 27 years of public accounting experience bringing daily videos & value to his over 43,000 subscribers on YouTube where he has amassed more than 3,500,000 views. JJ founded his own CPA firm at age 25, and still serves & advises his private clients daily. JJ also manages his life & disability income insurance practice, Jenson Insurance.
In this segment, JJ The CCPA gives a caller some tips for taking advantage of ERTC.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback is joined by “America’s CPA," JJ The CPA, National Speaker, YouTuber, Practicing CPA, and author of JJ THE CPA HERE Cracking the CPA Code.
JJ THE CPA has over 27 years of public accounting experience bringing daily videos & value to his over 43,000 subscribers on YouTube where he has amassed more than 3,500,000 views. JJ founded his own CPA firm at age 25, and still serves & advises his private clients daily. JJ also manages his life & disability income insurance practice, Jenson Insurance.
In this segment, Josh and JJ talk about life insurance and generational wealth building. Is life insurance truly a good thing?
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback is joined by “America’s CPA," JJ The CPA, National Speaker, YouTuber, Practicing CPA, and author of JJ THE CPA HERE Cracking the CPA Code.
JJ THE CPA has over 27 years of public accounting experience bringing daily videos & value to his over 43,000 subscribers on YouTube where he has amassed more than 3,500,000 views. JJ founded his own CPA firm at age 25, and still serves & advises his private clients daily. JJ also manages his life & disability income insurance practice, Jenson Insurance.
In this segment, we learn from JJ The CPA that you're not required to apply for forgiveness in order to get PPP2. So how long do you really have? Listen to find out!
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback is joined by “America’s CPA," JJ The CPA, National Speaker, YouTuber, Practicing CPA, and author of JJ THE CPA HERE Cracking the CPA Code.
JJ THE CPA has over 27 years of public accounting experience bringing daily videos & value to his over 43,000 subscribers on YouTube where he has amassed more than 3,500,000 views. JJ founded his own CPA firm at age 25, and still serves & advises his private clients daily. JJ also manages his life & disability income insurance practice, Jenson Insurance.
In this segment, JJ The CCPA talks about the Paycheck Protection Program (PPP) and teaches us everything we need to know. Are you ready for this?
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback is joined by “America’s CPA," JJ The CPA, National Speaker, YouTuber, Practicing CPA, and author of JJ THE CPA HERE Cracking the CPA Code.
JJ THE CPA has over 27 years of public accounting experience bringing daily videos & value to his over 43,000 subscribers on YouTube where he has amassed more than 3,500,000 views. JJ founded his own CPA firm at age 25, and still serves & advises his private clients daily. JJ also manages his life & disability income insurance practice, Jenson Insurance.
In this segment, JJ The CCPA tells us all about the Employee Retention Tax Credit (ERTC) and Josh wants to know if he should get it for his business. Find out if Josh is eligible.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback is joined by “America’s CPA," JJ The CPA, National Speaker, YouTuber, Practicing CPA, and author of JJ THE CPA HERE Cracking the CPA Code.
JJ THE CPA has over 27 years of public accounting experience bringing daily videos & value to his over 43,000 subscribers on YouTube where he has amassed more than 3,500,000 views. JJ founded his own CPA firm at age 25, and still serves & advises his private clients daily. JJ also manages his life & disability income insurance practice, Jenson Insurance.
In this segment, Josh and JJ speak with a caller who is interested in withdrawing money from their 401(k) in order to make a large down payment on a home.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback is joined by “America’s CPA," JJ The CPA, National Speaker, YouTuber, Practicing CPA, and author of JJ THE CPA HERE Cracking the CPA Code.
JJ THE CPA has over 27 years of public accounting experience bringing daily videos & value to his over 43,000 subscribers on YouTube where he has amassed more than 3,500,000 views. JJ founded his own CPA firm at age 25, and still serves & advises his private clients daily. JJ also manages his life & disability income insurance practice, Jenson Insurance.
In this segment, Josh and JJ guide a caller who says they're putting money into a Sep IRA for their employees and they have questions about whether they should use PPP money.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback is joined by “America’s #1 retirement expert” Bob Carlson, author of Where's My Money?: Secrets to Getting the Most out of Your Social Security, and editor of the monthly newsletter, Retirement Watch.
In this segment, Josh guides a caller who has some questions about hedging against inflation as they consider taking money out of mutual funds and re-investing in a rental property. Is this a good strategy?
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback is joined by “America’s #1 retirement expert” Bob Carlson, author of Where's My Money?: Secrets to Getting the Most out of Your Social Security, and editor of the monthly newsletter, Retirement Watch.
Together Josh and Bob discuss the many benefits of the STRETCH IRA that are no longer available since congress did away with it, and other dangerous legislation on the horizon.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback is joined by “America’s #1 retirement expert” Bob Carlson, author of Where's My Money?: Secrets to Getting the Most out of Your Social Security, and editor of the monthly newsletter, Retirement Watch.
Together Josh and Bob discuss the many benefits to delaying collecting social security benefits.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback is joined by “America’s #1 retirement expert” Bob Carlson, author of Where's My Money?: Secrets to Getting the Most out of Your Social Security, and editor of the monthly newsletter, Retirement Watch.
Together Josh and Bob discuss the different social security strategies available to divorcees or even widowers that aren't available single filers or married couples.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback is joined by “America’s #1 retirement expert” Bob Carlson, author of Where's My Money?: Secrets to Getting the Most out of Your Social Security, and editor of the monthly newsletter, Retirement Watch.
Together Josh and Bob discuss the various ways to protect yourself from bad legislation coming down from Washington D.C. that will affect your retirement accounts.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback is joined by “America’s #1 retirement expert” Bob Carlson, author of Where's My Money?: Secrets to Getting the Most out of Your Social Security, and editor of the monthly newsletter, Retirement Watch.
Together Josh and Bob answer a caller question about the right age to begin collecting social security.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback is joined by “America’s #1 retirement expert” Bob Carlson, author of Where's My Money?: Secrets to Getting the Most out of Your Social Security, and editor of the monthly newsletter, Retirement Watch.
Together Josh and Bob discuss the many benefits of life insurance as a wealth generator.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback is joined by “America’s #1 retirement expert” Bob Carlson, author of Where's My Money?: Secrets to Getting the Most out of Your Social Security, and editor of the monthly newsletter, Retirement Watch.
Together Josh and Bob discuss the reality of the federal government taxing retirement accounts more and more as the federal debt increases, with safe legal strategies on how to protect your portfolio from the inevitable tax increases that are on the way.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback is joined by Laurence Kotlikoff, Professor of Economics at Boston University, President of Economic Security Planning, Inc, and author of Get What's Yours, The Revised Secrets to Maximizing Your Social Security.
Together Josh and Professor Kotlikoff, guide a caller with strategies to lower a mortgage balance.
Listen live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback guides a caller on insuring their 401k.
Listen live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback is joined by Laurence Kotlikoff, Professor of Economics at Boston University, President of Economic Security Planning, Inc, and author of Get What's Yours, The Revised Secrets to Maximizing Your Social Security.
Together Josh and Professor Kotlikoff, answer the question of whether you should pay off your mortgage or keep that debt.
Listen live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback is joined by Ed Slott, CPA and America's IRA Expert. He is a nationally recognized IRA-distribution expert, a professional speaker, and the creator of several public television specials. Together Josh and Ed discuss the unrealized debt in your portfolio.
Pick up Ed's new book, The New Retirement Savings Time Bomb.
Listen live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback is joined by Ed Slott, CPA and America's IRA Expert. He is a nationally recognized IRA-distribution expert, a professional speaker, and the creator of several public television specials. Together Josh and Ed discuss the power of life insurance.
Pick up Ed's new book, The New Retirement Savings Time Bomb.
Listen live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback is joined by Ed Slott, CPA and America's IRA Expert. He is a nationally recognized IRA-distribution expert, a professional speaker, and the creator of several public television specials. Together Josh and Ed discuss the sweet spot for investing.
Pick up Ed's new book, The New Retirement Savings Time Bomb.
Listen live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback is joined by Ed Slott, CPA and America's IRA Expert. He is a nationally recognized IRA-distribution expert, a professional speaker, and the creator of several public television specials. Together Josh and Ed discuss the death of the Stretch IRA.
Pick up Ed's new book, The New Retirement Savings Time Bomb.
Listen live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski, The Financial Quarterback is joined by Ed Slott, CPA and America's IRA Expert. He is a nationally recognized IRA-distribution expert, a professional speaker, and the creator of several public television specials. Together Josh and Ed answer a caller question about naming a trust so inheritance isn't squandered.
Pick up Ed's new book, The New Retirement Savings Time Bomb.
Listen live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski the Financial Quarterback answers a caller question on contributing to a Roth IRA.
Listen live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski the Financial Quarterback answers a caller questions on inheriting IRAs and liquidating trusts.
Listen live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski the Financial Quarterback answers a caller question on alternatives to Annuities and CDs.
Listen live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh Jalinski the Financial Quarterback answers a caller question on strategies to bypass estate tax in a trust.
Listen live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Josh is joined by Mark C. Taylor, Professor, Department of Religion at Columbia University. Together they discuss the education system of today, the driving evolution of what it is becoming and where we need to take it. Mark's new book Confidence Games: Money and Markets in a World without Redemption (Religion and Postmodernism) is out now.
Josh is joined by Mark C. Taylor, Professor, Department of Religion at Columbia University. Together they discuss the relevance of Bitcoin, how it came to be and why it's relevant. Plus, the impetus that drove people (and continues to drive people) to it, and what the future of cryptocurrency is for the global monetary system. Mark's new book Confidence Games: Money and Markets in a World without Redemption (Religion and Postmodernism) is out now.
Josh is joined by Dr. Richard Smith, Chairman of the Board and CEO of the Foundation for the Study of Cycles. Known as "The Doctor of Uncertainty" by his peers, Dr. Smith has dedicated his life to comprehending market risk and empowering traders new and old to be savvy investors. Together Josh and Dr. Smith discuss trading, Robinhood, GameStop and how we actually need short sellers.