Podcast
The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing
Hosted by Josh Jalinski · EN
Step into the financial end zone with "The Financial Quarterback® with Josh Jalinski," your weekly playbook for help in mastering the financial game, protecting your wealth, and securing your retirement. Each episode dives into crucial topics like retirement planning, financial strategies, and estate planning, offering straightforward, actionable advice to shield your wealth from higher taxes and market risks. It's the financial guidance you've been searching for, delivered in a 30-minute format that fits perfectly into your busy life.
Host Josh Jalinski, the force behind the podcast, is not just any financial advisor. Recognized by Forbes as one of the "Best-In-State Wealth Advisors 2023" and "America's Top Financial Security Professionals 2023," Josh brings a wealth of knowledge and a unique approach to financial advice. As the founder and CEO of the Jalinski Advisory Group, his radical honesty and friend-in-the-business demeanor have made him a trusted voice in finance, regularly featured on CNBC, Fox Business News, CBS News, and Bloomberg.
But the insights don't stop there. On Mondays, we bring you the best of Josh's weekend radio show, "The Financial Quarterback®" on 710 AM WOR in New York City. This isn't your ordinary financial talk; it's a live adventure with real-time listener call-ins, cutting-edge topical segments, and expert guests, all delivered with the excitement only live radio can offer. It's where finance meets fun, turning the start of your week into an engaging financial spectacle.
Dive deeper with Josh on his YouTube channel at The Financial Quarterback® for video episodes and shorts. Subscribe on Apple Podcasts, Spotify, or your favorite podcast platform and lock in every episode. With new releases every Monday and Wednesday, "The Financial Quarterback® with Josh Jalinski" is your playbook for helping bulletproof your finances, from retirement savings to lifelong wealth protection.
27episodes
Episodes
Newest firstAll episodes
Worried You Missed the AI Boom? Here’s What Most Investors Still Don’t See
4d ago00:18:02Tap to summarizeMost investors think AI investing starts and ends with tech stocks like Nvidia. But what if the biggest long-term winners are actually in energy, infrastructure, utilities, and data centers? In this episode, Josh breaks down the broader economic impact of artificial intelligence, the dangers of chasing hype, and how smart investors can position themselves for long-term growth while managing risk and volatility. 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!
Transcribe →Why So Many Americans Feel Unprepared for Retirement (And What to Do About It)
2w ago00:22:22Tap to summarizeYou’ve worked hard, saved money, and checked the boxes... So why does retirement still feel uncertain? Josh breaks down the hidden gaps in retirement planning, why many Americans nearing retirement still feel financially stressed, and how to build a coordinated plan for income, liquidity, taxes, healthcare, and long-term security. Plus: the shocking retirement savings statistic that reveals just how unprepared many people really are. 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!
Transcribe →Index Fund Risks Explained: Are You Too Concentrated?
3w ago00:19:19Tap to summarizeEveryone says “just buy the index”... but what if that strategy is riskier than it looks? In this episode, Josh breaks down how a handful of mega-cap stocks are driving the market and why that could leave investors more exposed than they realize. Learn what true diversification looks like today, and how to avoid hidden risks in your portfolio! 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!
Transcribe →Cash vs. Locked-In Rates: How to Stop Leaving Money on the Table
4w ago00:19:20Tap to summarizeShould you stay liquid or lock in today’s rates? It’s one of the biggest questions facing investors right now... and getting it wrong could cost you. In this episode, Josh walks through the pros and cons of cash, high-yield savings accounts, and fixed-rate strategies, including how to think about opportunity cost, declining rates, and smart allocation. Learn how to structure your money with the right balance of flexibility, income, and long-term growth without making an all-or-nothing bet. 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!
Transcribe →No Estate Plan? Here’s What Happens to Your Money and Your Family
Apr 2100:13:09Tap to summarizeMost people assume their money will automatically go to their loved ones, but without a proper estate plan, that’s often not what happens. In this episode, Josh breaks down what actually happens when there’s no plan in place: from delays and legal complications to unintended outcomes that can impact your family for years. More importantly, we walk through how to take control now, avoid costly mistakes, and make sure what you’ve built is protected. 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!
Transcribe →Why Your Financial Goals Aren’t Working (And What to Do Instead)
Apr 1400:11:56Tap to summarizeMost people have financial goals... but no real plan to reach them. In this episode, Josh breaks down why working harder with your money isn’t enough without structure, and how the “financial junk drawer” mindset keeps people stuck. You’ll learn how to prioritize your goals, build a strong financial foundation, and create a strategy that actually moves you forward. 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!
Transcribe →Private Equity in Your 401(k): Opportunity or Trap?
Apr 700:19:52Tap to summarizeWall Street wants into your 401(k), bringing private equity and crypto with it. But is that opportunity… or a trap? In this episode, Josh breaks down what these investments really are, the hidden risks (fees, complexity, and liquidity), and why more options don’t always mean better outcomes. Before you chase what’s new, make sure you understand what’s at stake. 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!
Transcribe →The Retirement Gift Trap: How Helping Your Kids Could Hurt Your Future
Mar 3100:12:48Tap to summarizeHelping your kids or grandkids financially feels like the right thing to do... but what if that generosity comes at a hidden cost? Josh breaks down the surprising tax consequences of pulling money from your 401(k), how it can trigger higher Medicare premiums, and why timing matters more than you think. Learn smarter strategies to give with intention without putting your own retirement at risk. 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!
Transcribe →How Much Should You Spend on Travel in Retirement?
Mar 2000:17:32Tap to summarizeMany retirees finally have the time to travel... but how much should you actually spend? Josh explains why baby boomers are spending more on vacations than any generation before them, the biggest travel mistakes retirees make, and how to build travel into your financial plan so you can enjoy life without putting your retirement at risk. 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!
Transcribe →How the Iran Conflict Could Hit Your Wallet: Oil, Gas Prices, and Inflation
Mar 1000:13:52Tap to summarizeIf conflict escalates in the Middle East, Americans often feel the impact quickly, especially at the gas pump. Josh explains why tensions involving Iran can send oil prices higher, how that affects inflation and consumer spending, and what it could mean for retirees and investors. 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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