Financial Quarterback Josh Jalinski

You Might Want To Check In With Your Financial Advisor Before Heading To The Ball Game

Josh covers some good investment vehicles worth considering in the current volatile environment. Plus, some domestic and foreign developments that could help stocks rise soon. Also, If you catch a valuable record-setting baseball, as has happened recently regarding Aaron Judge, you definitely will require a financial advisor.

It's The Golden Age of Fixed Interest Rates

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.

The Inflation Reduction Act and Your Medicare with Jae Oh

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.

Recession on the Horizon with Stan Harley

Josh is joined by market strategist Stan Harley with a market recap. Stan uses cycle theory in his economic predictions, which in today's show include a further strong short-term drop in the market, though still optimistic long-term. Also, interest rate hikes to come, but there may be a short-term pause. What's going on with real estate, Bitcoin and precious metals.

How To Stay Calm and Invest Wisely

Josh offers advice on how to stay calm and still invest wisely, even under the current volatile market conditions. Plus, how stress over money and current economic conditions is leading people to cut back on saving for retirement and other savings. Also, financial lessons to be learned from Aaron Judge's performance, and the many ways the Fed's raising of interest rates will affect you.

A Guide to Saving Money, Grow Savings, and Start Investing

The Biggest Problem For Retirees Is No Economic Model and No Financial Organization

Josh covers the importance to be prepared for possibly disability, and how to use your Health Savings Account. Plus, assets for investors to consider in this environment and spending within your means. Also, why you must wait as long as possible before taking social security, and how to avoid not having enough money in retirement.

If You've Got Money In The Bank High Interest Rates Are Your Friend

Josh discusses the meaning of the current inversion curve and his concern that the Fed may be raising rates too fast and too high, to the detriment of the economy and the stock market. Plus, how high interest rates are helping those with money in the banks. Also, what's with all the billionaires buying up so much farmland? Josh also goes over assets to look to and how to balance them.

Tom Wheelwright, C.P.A. discussing the Inflation Reduction Act and its impact on Americans

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 featur...

Long Term Care Costs Are Rising - How Do You Prepare?

The market volatility continues and Josh dives in on how you should prepare. Plus, is now thte time to buy a house? Also, Long term care costs are on the rise, so Josh talks how you should plan ahead.

Is College Even Worth It Today?

Josh dives into The Biden Administration's student loan forgiveness plan, and if college is for everyone now a days. Plus, is the Fed being too heavy handed with interest rates to fight inflation? Also, what's up with private equity firms buying up houses and billionaires buying up farmland?

Is Recession Already Here?

Josh talks stock market performance and the very real possibility of further drops. Also, can the Fed raise rates too much? Plus, is recession already here, and is college loan forgiveness a scam?

The Future of A.I. and the Economy with Martin Ford

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.

The Ins and Outs of Various IRA Rollovers

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.

Time To Stack Benjamins With Joe Saul-Sehy

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 u...

Prepping For The Inflation Reduction Act With Barbara Weltman

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.

Dr. Laurence Kotlikoff Takes Risk Off The Table With Upside Investing

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.

Is the Fed Up To The Task of Battling Inflation, With Lacy Hunt?

Dr. Lacy Hunt joins Josh for a discussion around the current inflation problems facing the American economy. Also, is a recession coming or are we already there? Plus, how bad is our debt problem, both public and private, and where are interest rates heading?

Lacy Hunt on Whether the Fed Up To The Task of Battling Inflation

Dr. Lacy Hunt joins Josh for a discussion around the current inflation problems facing the American economy. Also, is a recession coming or are we already there? Plus, how bad is our debt problem, both public and private, and where are interest rates heading?

Lacy Hunt on Whether the Fed Is Up To The Task of Battling Inflation

Dr. Lacy Hunt joins Josh for a discussion around the current inflation problems facing the American economy. Also, is a recession coming or are we already there? Plus, how bad is our debt problem, both public and private, and where are interest rates heading?

Is It Possible For Retirees To Live Off Accrued Interest?

The coming big Social Security COLA in 2023 still won't be enough for many seniors to meet their needs, so Josh offers tips on other forms of assistance available for seniors. Also, the cost of college is rapidly rising, but Josh gives advice on how to deal with that, including tax advice. Plus, lots of people seek a retirement where they live solely on accrued interest and Josh shows how to make that possible.

Wait As Long As Possible Before Taking Your Social Security

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.

Some Ways to Make College More Affordable

It's impossible to predict where the stock market is heading, however recession is looking more and more likely. Also, it's difficult to requesting an IRS private letter ruling, but not impossible. Plus, inflation is making college costs rise but Josh offers some ways to meet those costs. Finally, is it fair to cancel all college debt?

The Problem With Winning a Mega Million Jackpot

Everyone wants that Mega Million Lotto Jackpot, but there's a problem that many don't realize. It's a tax nightmare, and Josh explains. Also, consider that there's now stock bargains to be had, and Josh opposes a Labor Dept. ruling which says fiduciaries should favor environmentally sound funds. Is that the government's job?

Tom Wheelwright Shows Us How To Get The Government To Pay You To Invest With

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 inc...

Tom Wheelwright Shows Us How To Get The Government To Pay You To Invest

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 inc...

Is It Possible We're Still In A Bear Market?

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.

It's Time to Discipline Your Finances, Save Money and Free Yourself From Debt

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.

How to Prepare For Recession

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.

Should You Take a Pension Offer of One Lump Sum?

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.

Removing Financial Anxiety to Achieve Spending Freedom With Dawn Dahlby

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."

Is A Stock Market Bottom Around the Corner?

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.

Is The Fed Driving Us Towards Recession?

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.

New Laws on Retirement and How They'll Affect Your Portfolio

A Market Deep Dive with Market Rebellion's Jon Najarian

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...

Josh Answers Listener Questions and Takes A Market Deep Dive with Market Rebellion's Jon Najarian

A Guide To Save Money, Grow Savings, and Start Investing

The Roots of Our Current Inflation Problems

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.

How to Profit From Demographic Shifts with Ken Gronbach

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.

The Cost Of Raising Your Kids Just Went Up

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.

Infinite Banking Exposed

Josh dives deep on the theory of infinite banking (spanking) and the reality of it. Plus market performance as the Dow, S&P, and nasdaq are all down. Also, inflation does not seem to be subsiding and looks to be permanent.

Gen Z Democrats are Most Likely To Make Regretful Financial Emotional Decisions

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 d...

GEN Z DEMOCRATS ARE MOST LIKELY TO MAKE REGRETFUL FINANCIAL EMOTIONAL DECISIONS

Housing Market Breakdown with Barry Habib

Josh talks with Barry Habib, mortgage industry expert, bestselling author, and founder and CEO of MBS Highway. They discuss the current state of the housing and mortgage market with a deep dive into indicators of whether or not we're heading for a recession. Plus, are housing prices cooling off or will the pace stay the same? Also, is it still a safe investment to buy homes right now or will the possibility of recession depreciate an already inflated industry?

The Strategy For Volatility Is Protection + Savings = Growth

Already A Market Rebound, Breaking Down The 10 Year Rule, and the Retirees Un-Retiring

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

Are We Heading for a Summer of Pain?

Keep Emotions Out of Investing and Diversify

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.

Investors need to accept, understand and deal with volatility

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 Jalinski Talks to Jeff Snider, Head of Global Research at Alhambra Investments