Episodes

  • Making Your Money Work for You in Retirement

    Making Your Money Work for You in Retirement
    Aug 13 2025
    From dividend stocks to reverse mortgages, annuities, and even little-known strategies like Qualified Longevity Annuity Contracts, Josh breaks down 11 ways to turn your nest egg into steady paychecks for life. Plus, we debunk reverse mortgage myths and share tips to maximize income, reduce taxes, and secure your retirement future. Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going!
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    43 mins
  • Why the Fed’s Next Move Could Shake Your 401(k)

    Why the Fed’s Next Move Could Shake Your 401(k)
    Aug 7 2025
    With sharp revisions to the May and June jobs reports and growing pressure for rate cuts, Josh dissects what this could mean for interest rates, inflation, and your portfolio. Josh also explores why President Trump might be trying to shift blame ahead of a possible downturn, critiques the Federal Reserve’s role in the economy, and the discussion turns toward strategies to protect your retirement nest egg. Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going!
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    45 mins
  • Is It Time to Let Your Financial Hair Down?

    Is It Time to Let Your Financial Hair Down?
    Aug 5 2025
    From smart retirement planning to the realities of car leasing, Josh is covering it all. He does a deep dive into how strategic income planning can slash your tax bill in retirement and even shares practical tips on stretching IRA benefits, the pros and cons of leasing vs. owning a car, and how real estate investments can play a role in tax strategy. And is the Tesla Cybertruck worth the hype? Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going!
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    46 mins
  • Retirement Mistakes You Can’t Afford to Make

    Retirement Mistakes You Can’t Afford to Make
    Aug 1 2025
    Breaking down the surprising ways retirees can optimize income and reduce taxes in light of the new “One Big Beautiful Bill.” From the real value of annuities and dividend strategies to decoding the new senior deduction, Josh brings clarity to the confusing world of retirement planning. Plus, hear his hot takes on Trump’s latest EU trade moves, the myth of the 4% rule, and the latest two-minute drill on risk tolerance and smart investing as life expectancy grows! Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going!
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    41 mins
  • What Are Meme Stocks? An In-Depth Look at Trendy Investing

    What Are Meme Stocks? An In-Depth Look at Trendy Investing
    Jul 29 2025
    From choosing between term and whole life insurance to deciding whether to rent or buy, Josh breaks down real-life scenarios and offers practical tips. He also discusses meme stocks vs. 401(k)s, the value of working with a financial advisor, and the overlooked risks in estate planning. Plus, learn about Roth conversion strategies, protecting your wealth, and how to align your investments with your values. Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going!
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    40 mins
  • How to Think Like a Smart Investor in the Age of AI and Bitcoin

    How to Think Like a Smart Investor in the Age of AI and Bitcoin
    Jul 25 2025
    Is President Trump’s $92 billion AI and energy initiative a visionary investment, or a fiscal time bomb? Josh breaks down what the AI investment plan could mean for tech, energy, and your portfolio. Plus, Josh tackles the rise of Bitcoin ETFs, explains what actually backs crypto, and shares key lessons from Gene Hackman’s estate mess on why proper planning matters. Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going!
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    43 mins
  • Is the 60/40 Portfolio Dead? Four New Strategies for Retirement

    Is the 60/40 Portfolio Dead? Four New Strategies for Retirement
    Jul 17 2025
    Still betting your future on the classic 60/40 portfolio? You might want to rethink that. In this episode of The Financial Quarterback, Josh Jalinski dives into the changing dynamics of retirement planning. With inflation, rising rates, and market volatility reshaping the game, Josh reveals four modern portfolio strategies that go beyond outdated financial rules. Whether you're nearing retirement or just starting to invest smart, this episode delivers a playbook you can actually use. Plus, Josh tackles the high-earner trap: why so many professionals still feel broke—and what to do about it. What You’ll Learn How to create a volatility buffer to protect against market swings What “GSI” (Guaranteed Streams of Income) really means—and how to use it How strategic and tactical allocation differ—and why you might need both Why high earners often feel broke, and how to avoid lifestyle creep Key Topics Discussed Why the 60/40 portfolio is struggling in today’s economy Real-life examples of annuity strategies and income planning Retirement tips for those in their 50s and 60s still building wealth Why your kid’s $450 baseball bat might be wrecking your financial future The emotional side of money—and why “no regrets” planning matters Show Resources The Financial Quarterback – Official Site Retirement Reality Check by Josh Jalinski (Amazon)
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    24 mins
  • Big Beautiful Law and how it may affect You

    Big Beautiful Law and how it may affect You
    Jul 9 2025
    In this episode, Josh takes a peek at the new law and provides some insights of how this may affect you and your family. He breaks down the intricacies of the latest tax legislation, the Big Beautiful Bill. He dives into the bill's impact on estate planning, individual taxes, and business provisions, offering practical advice on how to leverage these changes for your financial benefit. Whether you're worried about inflation, frustrated with taxes, or looking to optimize your investments, this podcast will equip you with the knowledge and strategies to help you secure your financial future. Tune in and kick off your financial game plan with Josh Jalinski, the Financial Quarterback.
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    39 mins