Josh Jalinski has been a Five Star Wealth Manager for the last five years in a row! He was named as an Advisor of the Year by Senior Market Advisor magazine.* He has also been selected for the Top of the Million Dollar Round Table, an association of financial professionals.

Ep 24 - The Power of Charitable Giving for Your Portfolio (PART 1)

How COVID Changed Money Forever w/ Felix Salmon

Are financial norms changing post-COVID? In this episode, Josh chats with with Felix Salmon, Chief Financial Correspondent at Axios and host of Slate Money. They dive into Felix's unconventional journey from studying art history to becoming a prominent financial journalist. The discussion explores Felix's insights from his book, The Phoenix Economy, examining how the COVID-19 pandemic has radically altered work, life, and financial landscapes. Josh and Felix analyze the significance of the bond market as a vital indicator of economic health, contrasting it with the more volatile stock market. They also discuss the evolving dynamics of residential and commercial real estate in the wake of the pandemic, including the increasing demand for home offices and the risks associated with commercial property investments. The conversation shifts to the rise of meme stocks and their reflection of a generational shift in investment strategies. Felix shares his views on the ethical concerns surrounding donor advised funds (DAFs), questioning whether financial advisors should profit from managing charitable funds. The episode concludes with a debate on New York City's congestion pricing and its broader economic implications. Can't get enough of the Financial Quarterback? Click 'Subscribe' to never miss a play. New episodes touchdown right here! Loving the playbook? Drop us a 5-star rating and share your thoughts in a review. Your feedback fuels the game plan!

Ep 23 - Is Tesla Losing Its Edge in the EV Market?

Can Tesla maintain its edge amidst rising competition and internal challenges? Josh tackles this issue by delving into Tesla's current market dynamics, focusing on the stiff competition from BYD and the ongoing delays in Cybertruck deliveries. He also explores Elon Musk's ambitious plans for Tesla, including the much-hyped RoboTaxi event, and what these developments mean for investors. Josh shares his personal experiences with Tesla's service quality and discusses how these issues might impact consumer sentiment and market share. He analyzes the broader EV market, comparing Tesla with its competitors and discussing innovations in charging infrastructure. Plus, in "Extra Points," Josh tackles a caller's question about the viability of robo advisors, weighing the benefits of automated platforms against human-led advisory services. Can't get enough of the Financial Quarterback? Click 'Subscribe' to never miss a play. New episodes touchdown right here! Loving the playbook? Drop us a 5-star rating and share your thoughts in a review. Your feedback fuels the game plan!

Navigating the Financial Jungle w/ Coach Pete (The Financial Safari)

Are you prepared for a worry-free retirement? In this episode, Josh Jelinski sits down with the renowned Coach Pete (Peter J. Daruda), founder of Capital Financial Advisory Group and host of "The Financial Safari," to delve into financial planning and retirement strategies. Josh and Coach Pete discuss the critical importance of lifetime income planning and developing a financial strategy tailored to individual needs. They dive into tax planning, balancing risk and safety, and maintaining purchasing power amidst inflation. The two explore common myths around annuities, the significance of diversification, and strategies for a happy retirement. Coach Pete also shares personal stories and insights from his 32 years in the finance industry, including his journey from dinner seminars to hosting a nationally syndicated radio show. Josh & Pete also touch on the benefits and challenges of taking a trial retirement and finding joy in helping others achieve financial happiness. Can't get enough of the Financial Quarterback? Click 'Subscribe' to never miss a play. New episodes touchdown right here! Loving the playbook? Drop us a 5-star rating and share your thoughts in a review. Your feedback fuels the game plan!

[LIVE RADIO SHOW] Political Debate Impacts, Robo-Advisors, and Affordable Travel + Listener Q&A!

How can political debates influence your financial future? In this live episode of "The Financial Quarterback," Josh dives into numerous financial topics, beginning with a robust discussion on the recent political debate and its potential implications for the economy, especially focusing on Social Security and inflation. Josh then answers live calls from the audience, providing practical insights on various financial products, including stocks, bonds, annuities, and index funds. One segment involves a detailed conversation about the pros and cons of robo-advisors, with Josh emphasizing the importance of human oversight in financial management. Josh also delves into vacation budgeting, offering actionable tips on how to plan budget-friendly trips without compromising on experiences. Towards the end, Josh highlights key takeaways from Jeff Bezos's entrepreneurial journey and investment strategies, rounding off with a thought-provoking discussion on how ordinary investors can apply these lessons to grow and protect their wealth. Can't get enough of the Financial Quarterback? Click 'Subscribe' to never miss a play. New episodes touchdown right here! Loving the playbook? Drop us a 5-star rating and share your thoughts in a review. Your feedback fuels the game plan!

Ep 22 - Why Kids Might Be Your Best Investment Yet

Are kids a financial blessing or burden? Josh explores this by diving deep into the financial implications of starting and raising a family in today's economy. Challenging the prevalent notion that children are merely financial burdens, especially during economic downturns or periods of inflation, Josh uses data and personal anecdotes to illustrate how children can actually be a source of financial and emotional wealth. From tackling rising childcare costs to questioning long-held beliefs about financial readiness for parenthood, this episode covers it all. Discover why having kids might be the smartest investment you'll ever make and how to keep your finances in check while raising a family. Josh also delves into the benefits of stay-at-home parenting, potential savings from homeschooling, and innovative work-from-home arrangements that foster better family dynamics. Plus, in "Extra Points," Josh compares the rising costs of pet ownership with the expenses of raising children. Can't get enough of the Financial Quarterback? Click 'Subscribe' to never miss a play. New episodes touchdown right here! Loving the playbook? Drop us a 5-star rating and share your thoughts in a review. Your feedback fuels the game plan!

How Doctors Can Dodge Financial Disasters w/ Dr. Jim Dahle (White Coat Investor)

Are you protecting your wealth as a high-income professional? In this episode of The Financial Quarterback, Josh is joined by Dr. Jim Dahle, practicing emergency physician and the founder of The White Coat Investor to discuss the unique financial challenges faced by doctors and high-income professionals. Dr. Dahle shares his journey from being an emergency room physician to creating the White Coat Investor blog. Josh and Dr. Dahle tackle the often-overlooked stressors of financial pressures in the medical field and how to navigate them effectively. They first dive into the importance of having comprehensive disability and term life insurance to secure financial stability. They talk about maximizing retirement accounts to take full advantage of tax benefits and straightforward asset protection strategies. Dr. Dahle provides valuable insights into common financial mistakes doctors make due to a lack of financial education and stresses the importance of proper guidance. The two also discuss practical advice on managing student loan forgiveness, smart spending habits, and the impact of car choices on long-term wealth. Can't get enough of the Financial Quarterback? Click 'Subscribe' to never miss a play. New episodes touchdown right here! Loving the playbook? Drop us a 5-star rating and share your thoughts in a review. Your feedback fuels the game plan!

Ep 21 - The Miracle of Compound Interest

Is compound interest truly the "eighth wonder of the world"? Josh explores this question by breaking down the transformative power of compound interest, a concept famously endorsed by Einstein. He emphasizes how leveraging compound interest can be a financial game-changer for investors when utilized correctly. He discusses the exponential curve of investment growth and the critical importance of starting early to maximize financial gains. Josh then introduces the Rule of 72, a fundamental principle to determine the doubling time of an investment based on its rate of return. He highlights potential setbacks that can derail this growth, such as taxes, fees, inflation, and lifestyle expenditures, stressing the importance of savvy financial planning. Then in "Extra Points," Josh addresses a caller's dilemma regarding missed Required Minimum Distributions (RMDs), providing practical advice and actionable steps for listeners facing similar issues. Can't get enough of the Financial Quarterback? Click 'Subscribe' to never miss a play. New episodes touchdown right here! Loving the playbook? Drop us a 5-star rating and share your thoughts in a review. Your feedback fuels the game plan!

Turning Grief Into Financial Clarity w/ Carol Roth ("You Will Own Nothing")

How can you ensure your legacy is well-planned and protected? In this episode of The Financial Quarterback, Josh sits down with Carol Roth, renowned television host, author financial expert and creator of the Future File system, to discuss how her innovative legacy planning tool can help secure your financial future and simplify critical end-of-life decisions. Carol shares her journey from investment banking to entrepreneurship, detailing the personal stories that inspired her to develop the Future File system. Josh and Carol delve into the practicalities of managing medical emergencies, aging, and end-of-life decisions, emphasizing how Future File can reduce stress and ensure smooth transitions for families. The two also talk about the importance of having family discussions about desires and personal property to prevent future conflicts. They explore the impact of persistent inflation on the economy, debate over interest rates, and discuss the significance of owning diverse assets like property, stocks, and precious metals. Additionally, they highlight the ongoing relevance of small businesses and the need for digital and financial literacy in today's world. Can't get enough of the Financial Quarterback? Click 'Subscribe' to never miss a play. New episodes touchdown right here! Loving the playbook? Drop us a 5-star rating and share your thoughts in a review. Your feedback fuels the game plan! Resources: Future File: futurefile.com Carol Roth on X (Twitter): @caroljsroth You Will Own Nothing: Book available at major retailers The War on Small Business: Book available at major retailers

Ep 20 - Budgeting Your Way to Wealth

Ready to take control of your finances? In this episode, Josh breaks down the essentials of smart budgeting, blending classic techniques with modern strategies. Kicking things off with a deep dive into historical budgeting trends, Josh explores how budgeting practices have evolved from rigid spreadsheets to flexible, app-driven methods. He brings to life the "70-20-10 rule" and the envelope method, showcasing how these timeless strategies can still work wonders today. Josh then shifts gears to modern techniques, emphasizing the power of zero-based budgeting and the "pay yourself first" approach. He doesn’t just stop at theory—he provides actionable tips on how to incorporate these strategies into your daily routine, making budgeting less of a chore and more of a pathway to financial freedom. Then in a fun, new segment called "Ride the Wave with Dave," we chat about some fun money tales from Josh's past. From hilarious mishaps to valuable lessons learned, these stories highlight the importance of frugality and the joy of smart financial planning. Can't get enough of the Financial Quarterback? Click 'Subscribe' to never miss a play. New episodes touchdown right here! Loving the playbook? Drop us a 5-star rating and share your thoughts in a review. Your feedback fuels the game plan!