Financial Quarterback Josh Jalinski: Recent Episodes
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Each week Josh Jalinski The Financial Quarterback covers the latest news in finance, economics and global markets. He is joined by some of the brightest minds to discuss everything from cryptocurrency and market valuations to investment strategies, tax strategies, estate planning and more!
Josh is joined by Nikolai G. Wenzel, Libertarian Author, Professor of Economics at Universidad de las Hespérides and Associate Research Faculty Member of the American Institute for Economic Research. He is a research fellow of the Institut Economique Molinari (Paris, France) and a member of the Mont Pelerin Society. Together they discuss the current market performance, economic conditions and global trends affecting investing. Plus, the inflation debate and the Fed's strategy to abate it, and whether their actions ignited it.
David Ranson returns to join Josh on the show. He is President and Director of Research at HCWE Inc., former professor of Economics, and assistant to the Treasury Secretary William E. Simon. David has been one of the few who was actually accurate in his prediction on inflation. Also, his thoughts on our current state of stagflation, the weak economic outlook over the next few years, and the stability of precious metals.
Josh is joined by Edward Collins, entrepreneur and CFP Specializing in Tax Planning and Generational Wealth Building Strategies for Entrepreneurs. He is founder of Collins-Lambert Integrated Wealth Management, and the creator of Up Level Entrepreneur, a program Edward created to help business owners achieve financial freedom by teaching them the secrets of wealth protection, wealth creation, and wealth accumulation. Edward and Josh discuss the entrepreneurial mindset and the challenges small businesses face today. Plus, strategies for small businesses to keep more of their money and invest in themselves.
Josh is joined by the always wise and highly insightful Dr. Lacy Hunt Ph.D, Financial author, internationally known economist, and Executive Vice President and Chief Economist of Hoisington Investment Management Company.
Josh and Lacy discuss the incessant inflation effect on the American economy, plus the depressing effect in consumer spending in the U.S.. Also, real estate conditions across the country and the role of regionalization. Finally, the question of whether or not we're in or heading towards recession.
Josh is joined by James Hughes, retired estate planning lawyer/expert and author of numerous books including Family Wealth: Keeping It in the Family, and of Family. Together they discuss how to align your family goals with your financial goals, and the importance of putting family first when planning generational wealth.
Josh is joined by Tom Jacobs, Partner & Investment Advisor at Huckleberry Capital Management, and co-author of How To Retire On Dividends. Together Josh and Tom discuss various investment strategies and that it is possible to earn 8% or more on returns without high risk.
David Ranson returns to join Josh on the show. He is President and Director of Research at HCWE Inc., former professor of Economics, and assistant to the Treasury Secretary William E. Simon.
David has been one of the few who was actually accurate in his prediction on inflation. Also, his thoughts on our current state of stagflation, the weak economic outlook over the next few years, and the stability of precious metals.
Josh has some advice on ensuring a financially sound retirement, since many Americans aren't sure that's a realistic possibility. Plus, how to take advantage of current higher interest investment vehicles, and advice on Medicare. Also, Josh is skeptical that we're headed toward a new bull market, and being smart about when to take Social Security.
Josh is joined by Julie Charlestein, Philadelphia-based business leader and healthcare innovator who serves as the fourth-generation CEO of Premier Dental, and author of her new Wall Street Journal bestseller HOW TO LEAD YOUR FAMILY BUSINESS: Excelling Through Unexpected Crises, Choices, and Challenges (Available now).
Josh and Julie discuss the importance of family run businesses and how to properly set a succession plan as businesses change hands among family, to avoid infighting and the loss of generational wealth.
Fan favorite tax strategist and best selling author David McKnight is back with Josh. Together they discuss David's step by step process to get the zero tax bracket in retirement. It's no secret that tax rates are only going up and getting to the zero tax bracket is how to preserve your wealth.
Josh is joined by Brett Owens, Chief Investment Strategist for Contrarian Outlook, and co-author of How To Retire On Dividends: Earn a Safe 8%, Leave Your Principal Intact.
Josh and Brett discuss how 8% and higher returns can be safely EARNED and taken as income WITHOUT WITHDRAWAL of ANY principal. Plus, how to find investment opportunities with high yields.
Josh is joined by Peter Earle, economist and writer for The American Institute of Economic Research. They dive into the de-dolarization phenomenon, the strength of bitcoin and whether or not gold is overvalued. Plus, the safe investments that are out there for investors, and the dilemma the Fed faces to battle inflation, while keeping US banks out of harm's way. Also, what is stagflation and are we on our way there?
Josh is joined once again by “America’s #1 retirement expert” Bob Carlson, editor of the popular Retirement Watch newsletter and author of Retirement Watch: The Essential Guide to Retiring in the 2020s. Together Josh and Bob unpack how to maintain financial independence in retirement, even in a decade posing new challenges to retirees.
Stan Harley, editor of the Harley Market letter, is back once again. He joins Josh for a market recap with a detailed look at the cycles that dictate performance. Together Josh and Stan discuss inflation, dollar performance, real estate and more. With risks to avoid and opportunities to seize for anyone looking to get the most out of their investments.
Josh is joined by John Seforic, Author of The Wealthy Gardener: Life Lessons on Prosperity between Father and Son. A #1 Amazon Best Seller (in the wealth and management category). Together they revisit John's book and discuss its continued relevance even in today's turbulent economic climate. The lessons learned from reaching financial independence, and passing those lessons on to his son, are still relevant today.
Josh is joined by John M. Jennings, president and chief strategist of St. Louis Trust & Family Office, a $15 billion wealth management firm, and the author of his new book, THE UNCERTAINTY SOLUTION: How to Invest with Confidence in the Face of the Unknown (Due out May 2, 2023). They delve into investment strategies and more importantly mindset for wealth preservation. The psychology of successful decision making is based in altering your behavior and letting go of fear.
Josh is joined by Gerald Celente, founder and director of the Trends Research Institute and publisher of the Trends Journal. Together they discuss the many issues our economy faces and the hurdles we need to get over to get our country back on track.
Josh is joined by Phil Anderson, legendary economic forecaster, and the world’s foremost authority in business, real estate, and commodity cycles. He is author of Cycles Trading and The Signal at Rogue Economics. They talk about the potential opportunities in real estate and positive chances that are coming your way if you are looking for real estate strategies. Plus, Phil's positive outlook on the coming market performance and the opportunities to seize.
Josh is joined by Nik Bhatia, Founder of The Bitcoin Layer, author of Layered Money, and Adjunct Professor at USC Marshall School of Business. Nik and Josh discuss the history of money and the potential of bitcoin to completely disrupt the entire financial system. Plus, how bitcoin and cryptocurrency are different, and how bitcoin fits into the future of money.
Josh talks with Greg Diamond, the editor of Ten Stock Trader, a trading service based on technical analysis for Stansberry Research. Greg has many accolades, including predicting the 2022 bear market to the day. They discuss where there is opportunity in this volatile market, and where there are risks.
Josh is joined by Forensic Accountant and Fraud Investigator Thomas Gober, who specializes in fraud investigations, forensic accounting, and consults primarily in the insurance, reinsurance and health care industries. Tom and Josh discuss Tom's work with the FBI and State Departments conducting investigations into the growing insolvency of life insurance companies. Many insurance companies have become beholden to investors rather than policy holders, and Tom talks about how to tell if your life insurance company is sound or at risk.
The debate continues as Josh and Professor Kotlikoff go deep on the flaw in our financial system, the federal government's liabilities and the overall system re-haul that is needed to fix it.
Josh is joined by fan favorite Economist Professor Laurence J. Kotlikoff, Professor of Economics at Boston University, and best selling author of Get What's Yours and Money Magic. Together they debate the solvency of US Banks and the entire US financial system. They give insight and practical strategies on where your money is safest and whether or not the banking system is the right place for your money.
The debate continues as Josh and Professor Kotlikoff go deep on the flaw in our financial system, the federal government's liabilities and the overall system re-haul that is needed to fix it.
Josh is joined by his mentor Barry Dyke, President of Castle Asset Management, and author of Guaranteed Income and Pirates of Manhattan 1 and 2. Together they discuss the fragile banking system and increasing debt of the U.S. government, and how to prepare for a weakening dollar.
Josh is joined by fan favorite Economist Professor Laurence J. Kotlikoff, Professor of Economics at Boston University, and best selling author of Get What's Yours and Money Magic. Together they debate the solvency of US Banks and the entire US financial system. They give insight and practical strategies on where your money is safest and whether or not the banking system is the right place for your money. The debate continues as Josh and Professor Kotlikoff go deep on the flaw in our financial system, the federal government's liabilities and the overall system re-haul that is needed to fix it.
Josh is joined by Peter Earle, economist and writer for The American Institute of Economic Research. Together they discuss the whether the American banking system is at risk, and whether or not we've seen the last of the bank collapses. Plus, is the US dollar being replaced as the world's reserve currency? Many countries have announced the intention to stop trading in dollars signaling a change in the world's dominant currency. How will this fair for American investors?
Chris Carosa joins Josh once again to dive deep in retirement strategy and understanding what your number is for a stress free retirement. Also, teaching your kids to become millionaires from an early age. Plus, The Secure Act 2.0.
Josh is joined by a serial entrepreneur, investor, author and Harvard Business School lecturer Matt Higgins. They discuss Matt's incredible story of growing up on welfare and government assistance to millionaire investor and entrepreneur. They discuss the mindset to overcome obstacles and the power of taking calculated risks, all which is covered in his latest book Burn The Boats.
Josh is joined by Danielle Roberts, co-founder of Boomer Benefits, one of the most widely recognized brands in the Medicare insurance industry. She's also the best-selling author of 10 Costly Medicare Mistakes You Can’t Afford to Make. They discuss updated medicare strategies amid the turbulent and inflation ridden economic climate we are currently in. Plus, the costly Medicare mistakes to avoid as you head into retirement.
Josh is joined by Dr. Bora Ozkan, associate professor of finance at Temple University’s Fox School of Business, Ozkan’s research interests are corporate finance, emerging markets real estate, and business education. Josh and Bora cover the many disruption happening in fintech and. how that will effect the economy, job market and your investment strategy. Is AI replacing jobs or creating them? Is the blockchain going to save or destroy our financial system? Is the collapse of our banking system imminent? These questions and many more are answered.
Josh is joined by Dr. Richard Smith, CEO of TradeSmith and TradeStops. Also, Chairman of the Board and CEO of the Foundation for the Study of Cycles. Josh and Dr. Smith discuss the current volatility in the financial climate. Plus, thoughts on the Fed's strategy to battle inflation and the effect it's having on our economy. Also, is now a good time to invest in real estate, and how to invest in a volatile market, like the current one.
Josh answers questions and dives deep on whether crypto and gold share any similar financial risks or is one more stable than the other. Also, what's the penalty on closing out a CD and is it worth it? Plus, is the law of RMD age discrimination?
Josh is joined by Certified Trust & Fiduciary Advisor, Chris Carosa MBA, author of The Parent's Guide To Turning Your Teen Into A Millionaire. They delve into the exact steps on how your teen can be a millionaire before the age of 18. It's easier than you think. They go through the strategy and the tools you can use to do it.
Josh covers the ins and outs of the Protection, Savings and Growth Plan that is a strategy to retire a millionaire. He covers the various savings methods and the steps to save for emergencies, invest for the future and plan for financial security.
Josh has some good news because even though the market is in a turbulent state, there are some solid investment opportunities with higher than average returns. The key is to diversify and lock in those opportunities now.
Josh talks about the importance of diversification to avoid wealth erosion. Plus, the pros and cons of 401ks, and the various scenarios where your retirement nest egg can be pillaged by taxes and other wealth eroding factors.
Josh 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. They discuss investment planning for 2023 with some predictions on where inflation will be heading, interest rates and the performance of the Fed, plus how strategic planning for Social Security can make a huge difference in retirement.
Josh has some good news because even though the market is in a turbulent state, there are some solid investment opportunities with higher than average returns. The key is to diversify and lock in those opportunities now.
Josh is joined once again by crowd favorite Tom Wheelwright, CEO of WealthAbility, and Best-Selling Author and Columnist. They go in depth on tax strategies to take advantage of in 2023. Everything from real estate taxes, to crypto currency taxes, and more. This one is chock full of highlights from his latest book, Win Wealth Strategy.
Josh covers the many changes regarding the retirement system in 2023. Including The Secure Act and more. Plus, how to achieve tax benefits from a Qualified Charitable Distribution from an IRA.
Josh is joined by Certified Trust & Fiduciary Advisor, Chris Carosa MBA, author of The Parent's Guide To Turning Your Teen Into A Millionaire. They delve into the exact steps on how your teen can be a millionaire before the age of 18. It's easier than you think. They go through the strategy and the tools you can use to do it.
Josh is joined by “America’s #1 retirement expert” Bob Carlson, editor of the Retirement Watch newsletter and website, and author of Retirement Watch: The Essential Guide to Retiring in the 2020s. Together Josh and Bob unpack how to maintain financial independence in retirement, even in a decade posing new challenges to retirees. They talk strategies and draw on Bob's years of retirement research and provide valuable insight for those approaching retirement, or those thinking long-term about how to prepare well.
Josh has some details on the Social Security COLA, including how it might connect to your Medicare premiums. Plus, some IRA moves you need to be aware of. Also, taking an RMD in a down market can be tricky. Josh offers some tips. Plus, why even millionaires are now worried about retirement financial security, and how millions of Americans are financially unprepared for retirement.
Josh talks the recession probability and where your focus should be. Market performance is unpredictable and no one has a crystal ball, but that doesn't mean you shouldn't take steps to whether the storm.
Josh is joined by John Spooner, Managing Director of Investments at a leading Wall Street firm and best selling novelist of Confessions of a Stockbroker, Smart People, and No One Ever Told Us That. John lays out some incredible wisdom on finding success, especially for the younger generation tackling this challenging new world. Plus, the mindset for successful investment and how to stand out amongst the competition.
Josh is joined by Sherman McClellan, founder of the McClellan Oscillator, one of the most in depth financial analysis tools available to the public. Sherman and Josh dissect various market performance charts and break down just how things are looking step by step. Plus, a comparison of events from the last recession to what we are seeing today and thoughts on what's to come.
Josh is joined by tax expert in IRS procedure and advocate of taxpayer rights, Dan Pilla. Dan is a tax litigation specialist with more than 40 years of experience helping people solve their IRS problems. Together they discuss what to do if you get audited, what to expect from the IRS as their budget increases and how to avoid showing up on their radar.
Josh discusses the political gridlock that will likely come with divided congressional control, and how that's good for your portfolio. Plus, more thoughts on the FTX scandal, and its effects on crypto. Plus, how gold and crypto share some traits.
Josh is joined by Dr. Frank Sorrentino, PhD author of Presidential Power and The American Political System. Together they do a deep dive analysis of the upcoming midterm elections and the candidates running against each other. Plus, how the results of the midterms will affect your finances.
Josh dives into where you can find high interest rates savings and to take advantage of these rates while you still can. Plus, investment options for young adults in today's market. Also, what to do with your RMD if you don't need the money and want to avoid additional taxes.
Josh dives into where you can find high interest rates savings and to take advantage of these rates while you still can. Plus, investment options for young adults in today's market. Also, what to do with your RMD if you don't need the money and want to avoid additional taxes.
Josh dives into diversification and whether or not investing in your 401k today is worth it. Plus, the history of the federal income tax and how that effects your retirement. Also, what other strategies should accompany your 401k.
Josh dives into diversification and whether or not investing in your 401k today is worth it. Plus, the history of the federal income tax and how that effects your retirement. Also, what other strategies should accompany your 401k.
Josh brings in the big guns and talks to the guy who literally wrote the book, quite a few to be precise, on inflation. Dr. Ranson and Josh go over strategies you can apply to battle the inflation risks currently in the market. Plus, stock market predictions and how to navigate the volatility.
Josh brings in the big guns and talks to the guy who literally wrote the book, quite a few to be precise, on inflation. Dr. Ranson and Josh go over strategies you can apply to battle the inflation risks currently in the market. Plus, stock market predictions and how to navigate the volatility.
Josh is joined by JJ The CPA to go in depth on The Inflation Reduction Act and how to take advantage of the new law, including deductions, tax incentives and whether you should apply these strategies for this fiscal year or wait until the next.
Josh is joined by JJ The CPA to go in depth on The Inflation Reduction Act and how to take advantage of the new law, including deductions, tax incentives and whether you should apply these strategies for this fiscal year or wait until the next.
Josh discusses the rare opportunity for investors right now where fixed rates are paying rates not seen since 2008. Also, T. Row Price says stay the course, but Josh disagrees. Plus, why you should need a distribution strategy to accompany your 401k of IRA.
Josh discusses the rare opportunity for investors right now where fixed rates are paying rates not seen since 2008. Also, T. Row Price says stay the course, but Josh disagrees. Plus, why you should need a distribution strategy to accompany your 401k of IRA.
Josh is joined by Jae Oh MPA, CFP Medicare Expert & Certified Financial Planner, and author of Maximize Your Medicare to discuss Medicare open enrollment and how The Inflation Reduction Act affects Medicare.
Josh is joined by Jae Oh MPA, CFP Medicare Expert & Certified Financial Planner, and author of Maximize Your Medicare to discuss Medicare open enrollment and how The Inflation Reduction Act affects Medicare.
Tom Wheelwright is a CPA, CEO of WealthAbility, Best-Selling Author of Tax-Free Wealth, and Entrepreneur Magazine Contributor. Tom is best know 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 Phoenix, ABC News Radio, NPR, and many more. https://wealthability.com
Josh is joined by Martin Ford, Futurist, Speaker, New York Times Bestselling Author and Silicon Valley Entrepreneur. He's the leading expert on Artificial Intelligence, and together they discuss the Robotics Revolution taking place, Job Automation, and the Impact of Accelerating Technology on Workplaces, the Economy and Society.
Josh goes over the details and specifics of different IRA rollover types. Also, How the IRS rules changes affect estate taxes. Plus, If you have or you are a higher earning spouse, Josh goes over why it's very important you wait as long as possible to take your social security benefits.
Joe Saul-Sehy, author, podcast host (Stacking Benjamins Podcast) and former financial advisor joins Josh to discuss his new book, Stacked: Your Super-Serious Guide to Modern Money Management. Joe has had every financial challenge you can think of. Credit card debt, student loans, starting late on retirement planning, and even IRS issues. Over the years he has successfully overcome all these issues and pulled himself up from the rubble to grow his net worth to a significant number, caught up on his retirement plan, and carved out a career for himself that didn't exist. Together Joe and Josh lay out how you can find your own financial success too.
Josh is joined by ''the guru of small business taxes,'' Barbara Weltman. She's an attorney, author, public speaker, and She is a nationally recognized expert on tax and small business, Together they break down as much detail as is available regarding the new ''Inflation Reduction Act'' which was just passed by Congress. How will this affect small business in America? What are the tax implications? How should you prepare? All these answers and more on today's show.
Josh is joined by fan favorite and regular friend of the show, Laurence Kotlikoff, Professor of Economics at Boston University, President of Economic Security Planning, Inc., and best selling author. They cover inflation, possible recession, interest rates and more. Plus, our country's unsustainable debt, the changing of national economic superiority and his latest book Money Magic. Also, the benefits of the upside investing and how it takes the risk out of financial planning.
Dr. Lacy Hunt, an internationally known economist, is Executive Vice President and Chief Economist of Hoisington Investment Management Company (HIMCO), a firm that manages $6.12 billion for pension funds, endowments, insurance companies and others.
Josh goes over the details of various types of IRA rollovers and their benefits. Also, how IRS rule changes make avoiding federal estate taxes more possible.
Josh is joined by Best Selling Author and wealth expert Tom Wheelwright. Tom is a CPA, CEO of WealthAbility, Rich Dad Advisor, entrepreneur, and international speaker. Together they discuss Tom's new book The Win-Win Wealth Strategy: 7 investments The Government Will Pay You To Make. Believe it or not the government wants your help, and it's willing to pay handsomely This discussion revolves around transforming the way you think about building wealth and challenge the paradigm that tax incentives are immoral loopholes. These strategies are backed by deep research in 15 countries, and Josh and Tom identify seven investing strategies that are A-OK with governments worldwide and will fatten your wallet while making the world a better place.
Josh has tips to retirees on physically safe houses and safe tool use, so retirement isn't ruined by accidents. Also, some bullish economic trends are happening that makes Josh think we might still be in a bear market. Plus, some advice on setting up trusts.
Josh covers information on Conduit IRA's, who they can be of use to, and how they can offer tax breaks. Also, choosing the right annuity and charitable giving. Plus, using QCD's and charitable trusts to save on taxes.
It's hard to predict exactly where the stock market is heading, but Josh gives advice on how to deal with all the eventualities, including if a recession hits.
Josh discusses the many factors to look at when considering whether to take a pension offer of one lump sum. Also, making sure that Social Security continues to pay full benefits well into the future is a problem politicians are trying to solve, with Josh not enthusiastic about Democrat ideas.
Josh is join by Dawn Dahlby, CFP, founder and President of Releve Financial Group, a multi-million dollar advisory firm. Dawn is the first self proclaimed Behavioral Financial Advisor, and she teaches her clients how to become truly "Wellthy." Josh and Dawn discuss Dawn's approach that helps people learn to save for tomorrow without having to sacrifice living today by merging the most effective teachings of self-help with finance to create a unique focus on "spending freedom."
Josh discusses whether or not a bottom is soon coming in the stock market. Also, inflation is actually starting to cool, so shouldn't the Fed start easing up on interest rate hikes? Plus, 4 rules about financial institutions that all investors should be aware of.
Josh dives into the current state of the housing market, as it appears to be deteriorating, as inflation increases and people, especially young people, are priced out. Also, is the Fed overdoing it with rate hikes, and are they driving the U.S. into recession? Plus, prices for industrial metals are falling and that may actually mean good news on the inflation front.
Josh is joined by Jon Najarian, best selling author, professional investor, and market analyst, who publishes his market observations and trade ideas on marketrebellion.com, his financial education and newsletter services company. Jon and Josh dive into the current market ecosystem, the recent bear market rally, and how the Fed is towing a line between curbing inflation and disrupting the employment rate. Plus, some thoughts on crude oil performance, coal and China's supply chain issues. Also, Jon breaks down opportunities to seize and risks to avoid.
Josh traces the sources of our current inflation crisis and talks about some of the positives to look forward to in the coming months as the economy braces itself for possible stagflation. Plus, a look at the policies that led us here by this and past administrations.
Josh is joined by Ken Gronbach, nationally recognized author, expert and futurist in the field of Demography and Generational Marketing, to discuss his research in demography and how the shifting landscape of various age groups can help predict economic growth, decline or even presidential elections.
On today's show Josh discusses how the higher Social Security cost-of-living adjustment could impact the program's funds. Also, when tax-loss harvesting makes sense...and when it doesn't. Plus, Raising a middle-class child will likely cost almost $286k, according to USDA data.
Josh talks with Matt Schulz, chief credit analyst at LendingTree, who has been covering the personal finance space for more than a decade. Lending Tree runs an annual survey about investor behavior and what affects their decisions. Many of the survey results discussed include Gen Z'ers are much more likely to make emotional financial decisions affected by current events, news cycles, and politics. The biggest take away bing nearly 40% of investors pulled money from stock market in past year due to current events, and many regret It.
It's an intense deep dive on all things financial in this episode with Josh. First, The 10-year rule under the SECURE Act is complicated, and in some cases it doesn't even apply; Josh goes into detail. Also, the stock market isn't exactly stable right now, but Josh talks about the possibility of the market turning out better than many expect. Plus, breaking down the once-a-year IRA rollover rule and making it work for you, and it seems a lot of retirees are now UN-retiring
Josh covers the latest in financial news with a look on best ways to invest in the current volatile market climate. Most importantly thoughts on long term investments and diversification. Plus, having the fortitude to keep emotions at bay and play the long game. Also covered: "Predictions" by "Experts" are rarely accurate, different types of essential insurance, revocable vs irrevocable trusts, and avoiding risky or exotic investments promoted on the internet.
Many are predicting a bear market, but Josh doesn't necessarily agree. He breaks down the volatility and the mindset to get through it. If you want some tech companies to look out for Josh has prospects. Also, Josh weighs in on the Fed's strategy dealing with inflation, and how our current economy is fairing. Plus, using IRAs for home purchases, and crypto current performance is not looking good.
Josh talks with Jeffrey Snider, Head of Global Research at Alhambra Investments about the Fed's response to rising inflation and how they are affecting the global monetary system. Plus, is the US heading down the same road is Japan and will the US economy follow suit?
Josh is joined by David Ranson, Economist and President and Director of Research at HCWE Inc. Together they go deep on the current inflation crisis and dissect the Fed's response. Plus, a look back at history and how interest rates and Fed response has affected inflation/deflation/stagflation events throughout history.
Josh is joined by Best Selling Author and tax strategist. David has helped put thousands of Americans on the road to the zero percent tax bracket. In this discussion they discuss the various methods from David's books that lay out a step-by-step plan on how to get to the 0% tax bracket in retirement. Strategies like LIRP, tax location and taking advantage of historically low tax rates today.
CPA, Best-Selling Author and CEO of WealthAbility, Tom Wheelwright is back with Josh to discuss Elon Musk's strategy to use debt to purchase Twitter. Plus, how you can use that and many other strategies high income earners to lower your tax burden and preserve your wealth. Make sure you check out Tom's book Tax-Free Wealth and learn all about strategies to lower your tax burden and pass more of your wealth on to your loved ones.
Josh talks with Chartered Philanthropic Advisor, Les Winston, Founder of Social SeCharity.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. They discuss tax strategies with a focus on A Little-Known Tax Break The Rich Use in Section 664 - also known as 'Social SeCHARITY and how middle income earners can use it too!
Josh talks with Tom Wheelwright, CPA, CEO, Best-Selling Author and Columnist, about how Americans should be approaching their taxes as we head towards the filing deadline for the year, with the passing of the Biden Administration's infrastructure bill, and what to expect from Joe Biden's tax plan.
Josh is joined by Bobbi Rebell, CFP®, Financial Journalist and 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.
Together they discuss how to raise financially smart and responsible kids, plus the differences in how generations look at money.
Josh talks with Marty Davidoff, Partner-in-Charge of the National Tax Controversy Practice for Prager Metis, who has more than 40 years of tax experience. They discuss strategies with regard to cryptocurrencies, real estate ownership, state taxes and more.
Josh is joined by David Ranson, Economist President and Director of Research at HCWE Inc. They discuss the current inflation situation in detail plus the Fed's interest rate hike and whether it will have any effect on inflation rates. Plus how Gold Futures are a good predictor to market performance, and more!
Dr. Lacy Hunt Ph.D, Financial author, internationally known economist, and Executive Vice President and Chief Economist of Hoisington Investment Management Company.
He joins Josh to discuss current inflation problems and what the Fed needs to do to counteract it. Plus, the deflation issue that is soon to come, U.S.'s sinking birth rate and why that's concerning, a 2022 economic outlook that doesn't look great, and more.
Robert Breedlove is a self proclaimed Freedom Maximalist and host of the What Is Money Podcast. He joins Josh to discuss the falsehood of Fiat currency, the power of Bitcoin as honest Money, and the principals of a true free market.
Alfredo Ortiz is the President and CEO of Job Creators Network; Jason Pye is the Freedom Works VP of Legislative Affairs; and Vicki Gunvalson is an Entrepreneur, Reality Star and Owner of Coto Insurance and Financial Services.
Wade is also Principal at McLean Asset Management and the
Founder of RetirementResearcher.com. He also discusses his
his newly released book, "How Much Can I Spend in Retirement?
A Guide to Investment-Based Retirement Income Strategies.
Robert Kiyosaki is the author of the world wide phenomenon "Rich Dad, Poor Dad", the book that changed so many people's lives and sold over 35 million copies.
Robert Reynolds is the author of "From Here to Security:How Workplace Savings Can Keep America's Promise.
Josh and Matt Zagula discuss a new book on tax minimization. As Yahoo says, "Smart Retirement", Zagula describes the strategic movement around retirement taxation, a retirement planning process known as "Smart Retirement". These techniques, developed by the author, aim to achieve the greatest net after tax retirement income possible by limiting post retirement taxation and building a retirement plan.
Josh Jalinski welcomes Edgar Wachenheim, founder and chief portfolio manager for Greenhaven Associates Inc. to discuss his new book and investing strategies.