Episodios

  • Episode 59 - The Real Reason Roth IRAs Are Trending

    Episode 59 - The Real Reason Roth IRAs Are Trending
    Apr 30 2025
    What makes the Roth IRA one of the most powerful tools in personal finance? Josh breaks it all down, explaining how this tax-advantaged account can help build lasting wealth, avoid future tax hikes, and give you more control over your money. He walks through the key rules—like income limits, tax-free withdrawal qualifications, and the five-year rule—so you can understand exactly how to use a Roth IRA to your advantage. Josh also explains strategies like the Backdoor Roth for high earners, and how investing in high-growth assets within a Roth can supercharge long-term gains. The Roth IRA might just be your financial Swiss Army knife after listening to this one. Then in 'Extra Points,' Josh reacts to Elon Musk’s bold move to integrate X with X AI, breaking down what this private deal could mean for the future of media, AI, and investment strategy. 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!
    Más Menos
    36 m
  • The Story Behind Epstein and Private Equity’s Rise w/ William D. Cohan (Puck News)

    The Story Behind Epstein and Private Equity’s Rise w/ William D. Cohan (Puck News)
    Apr 28 2025
    What do Jeffrey Epstein, private equity-owned insurance, and AI have in common? Josh sits down with bestselling author, co-founder of the media company Puck, and financial journalist William D. Cohan to unpack the forces shaping today’s financial landscape. Bill breaks down the rise of Apollo Global Management, its connections to controversial figures, and the risks that come with firms like Athene controlling massive swaths of retirement assets. They dig into the structural flaws in private equity-backed insurers, the dangers of borrowing short and lending long, and how rising interest rates could expose cracks in the system. Josh and Bill also explore how AI is reshaping investment banking and journalism, and why the debate over intellectual property, automation, and job security is just getting started. 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! Check out Bill Cohan's work: Power Failure: The Rise and Fall of an American Icon – Buy the book Puck – puck.news
    Más Menos
    1 h y 11 m
  • LIVE RADIO SHOW: Making Sense of Market Volatility and Economic Change + Listener Q&A!

    LIVE RADIO SHOW: Making Sense of Market Volatility and Economic Change + Listener Q&A!
    Apr 23 2025
    Are the markets flashing warning signs or presenting rare opportunities? Josh kicks off the show with a deep dive into the latest market turmoil, breaking down how volatility, interest rates, and global headlines are shaking investor confidence. He explores the power of strategic and tactical diversification, the importance of time in the market, and why even bear sentiment can point toward future gains. Callers weigh in with questions on everything from recession-proof investments and 401(k) loans to the real value of bonds, annuities, and long-term planning. Josh also shares quick takes on China trade tensions, financial anxiety, and even the economics behind pop culture and politics. Original Air Date: April 19th, 2025 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!
    Más Menos
    1 h y 48 m
  • LIVE REACTION: Josh Breaks Down Powell’s Economic Outlook

    LIVE REACTION: Josh Breaks Down Powell’s Economic Outlook
    Apr 21 2025
    ​Did Jerome Powell just shift the economic narrative? Josh reacts in real time to Powell’s April 15 remarks at the Economic Club of Chicago, breaking down his comments on inflation, tariffs, and the growing risks in private credit markets. He questions whether Powell’s outlook reflects neutral policy or political influence, especially in light of ongoing tension with former President Trump.​ Josh contrasts Powell’s inflation concerns with falling prices in areas like oil and groceries, challenges the Fed’s stance on tariffs, and examines the potential impact of unregulated private lending on future market stability. He also explores the growing friction between Powell and Trump, and what that could mean for future policy.​ Audio sourced from Powell’s April 15, 2025 speech at the Economic Club of Chicago: https://www.federalreserve.gov/newsevents/speech/powell20250416a.htm ​ 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!
    Más Menos
    36 m
  • Ep 58 - What Baseball Stats Can Teach You About Money

    Ep 58 - What Baseball Stats Can Teach You About Money
    Apr 16 2025
    Are baseball stats the secret to smarter investing? Josh steps up to the plate with a fresh, fun take on personal finance through the lens of America’s favorite pastime. From on-base percentage to wins above replacement, he draws comparisons between your favorite stats and core financial strategies. Whether it’s knowing when to swing big or play it safe, Josh shows how the logic behind baseball’s most trusted numbers can help guide your money moves. Then in 'Extra Points,' Josh unpacks what it means when private equity firms start buying stakes in your favorite team, like the recent move with the San Francisco Giants 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!
    Más Menos
    35 m
  • Why Defense Wins in Wealth Building w/ Curtis May (Practical Wealth Advisors)

    Why Defense Wins in Wealth Building w/ Curtis May (Practical Wealth Advisors)
    Apr 14 2025
    Is playing financial defense smarter than chasing big returns? Josh welcomes Curtis May, creator of Practical Wealth Advisors and host of the Practical Wealth Show, to explore why protecting assets and mastering financial fundamentals matter more than flashy investment tactics. They dive into Curtis's contrarian philosophy, challenging mainstream ideas like "buy term and invest the difference," and discuss how continuous education and clear financial principles help investors avoid costly mistakes. Josh and Curtis also talk through the power of plugging financial leaks, the value of liquidity, and why investing in your own knowledge is the foundation for lasting wealth. Drawing inspiration from events like the Infinite Banking Think Tank, they unpack practical strategies designed to help fortify your financial 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! Check out Curtis May: Website: practicalwealthadvisors.com Podcast: The Practical Wealth Show
    Más Menos
    1 h
  • Ep 57 - Why the Tooth Fairy Is Paying Less Than Ever

    Ep 57 - Why the Tooth Fairy Is Paying Less Than Ever
    Apr 9 2025
    How much should the Tooth Fairy leave under the pillow in 2025, and what does that tell us about the state of the economy? Josh dives into how inflation is creeping into even the smallest corners of American life, including the Tooth Fairy’s wallet. He breaks down the latest data on falling Tooth Fairy payouts, what it says about inflation, and how parents can turn these moments into financial lessons for their kids. Plus, he shares tips on using allowances to teach responsibility without letting kids fall into bad money habits. Then in 'Extra Points,' Josh weighs in on Southwest Airlines shaking up their free bag and open seating policy and how it could hit your travel budget. 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!
    Más Menos
    24 m
  • Why DIY Investors Still Need a Plan w/ CFP Jon Luskin

    Why DIY Investors Still Need a Plan w/ CFP Jon Luskin
    Apr 7 2025
    Is your financial plan more complicated than it needs to be? Josh sits down with Jon Luskin, CFP and board member at the John Bogle Center for Financial Literacy, to unpack why simplicity might be the most overlooked strategy in personal finance. Known for helping DIY investors cut through the noise, Jon shares why single-fund solutions like target date and balanced funds can go further than bloated portfolios filled with unnecessary holdings. They cover the foundations of smart financial planning, from term life and disability insurance to revocable living trusts and emergency letters. Jon explains how to protect yourself with the right insurance, how to avoid overthinking your portfolio, and why simplicity doesn’t mean sacrificing results. It means staying focused on what really 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!
    Más Menos
    46 m
adbl_web_global_use_to_activate_webcro768_stickypopup