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.
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