Episodes

  • Ep 44 - The Financial Quarterback Saves Christmas (& Hanukkah)!

    Ep 44 - The Financial Quarterback Saves Christmas (& Hanukkah)!
    Dec 23 2024
    The Island of Misfit Toys is taking over the Financial Quarterback! Josh and the studio team—his self-proclaimed band of misfits—dive into Christmas and Hanukkah spending, gift-giving, and the surprising financial lessons behind the season. With Josh leading the pack like Rudolph, they break down how to balance budgets, navigate the quirks of family traditions, and find value in what truly matters. It’s a fun and spirited take on the most wonderful (and expensive) time of the year! Can’t get enough of the Financial Quarterback? Click 'Subscribe' to never miss a play. Loving the playbook? Drop us a 5-star rating and share your thoughts in a review. Your feedback fuels the game plan!
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    27 mins
  • Ep 43 - What Happens When Wall Street Buys Your Favorite Franchise?

    Ep 43 - What Happens When Wall Street Buys Your Favorite Franchise?
    Dec 18 2024
    What happens when Wall Street takes a bite out of a Jersey institution? Josh shares his take on Blackstone's $8 billion deal to buy Jersey Mike’s. He dives into the sandwich shop’s rise from local legend to franchise powerhouse and what private equity ownership might mean for your beloved subs. Will Blackstone keep the Jersey flavor alive, or will profit margins take over? Josh doesn’t hold back as he digs into the economics, the risks, and the lessons investors can learn from this massive deal. Then, in Extra Points, Josh gives his raw thoughts on Jaguar’s controversial new rebrand—because when you’re ditching your iconic legacy for electric vehicles and a flashy new logo, it’s bound to stir up some opinions. Is the luxury brand steering into success or headed for a collision with its legacy? 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!
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    29 mins
  • The Truth About Building Wealth in Stocks w/ Brian Feroldi (Long Term Mindset)

    The Truth About Building Wealth in Stocks w/ Brian Feroldi (Long Term Mindset)
    Dec 16 2024
    How does the stock market go up, and what role does smart investing play in building wealth? Josh sits down with Brian Feroldi, financial educator, author, and host of the Youtube channel Long Term Mindset, to explore these topics. Brian discusses his journey from financial illiteracy to becoming a trusted voice in the investing world and shares insights from his book, Why Does the Stock Market Go Up? Their conversation covers the basics of wealth-building, including compound interest, the Rule of 72, and automating financial habits. Brian and Josh discuss ETFs versus mutual funds, strategies for valuing companies at different growth stages, and lessons from market icons like Warren Buffett. The two also delve into the healthcare and tech sectors, with Brian spotlighting advancements like room-temperature organ transplant technology as part of the evolving investment landscape. 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!
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    49 mins
  • Ep 42 - What Disney Tells Us About America’s Love for Consumerism

    Ep 42 - What Disney Tells Us About America’s Love for Consumerism
    Dec 11 2024
    How much does the magic of Disney really cost? Josh looks back on his own childhood trips to Disney while digging into how these family vacations have turned into massive money pits. From soaring ticket prices to overpriced souvenirs and meals, Josh breaks down the true cost of a Disney trip and why it’s gotten so out of control. He also shares easy tips to help families save money on their Disney adventures—like visiting during off-peak times or cutting out unnecessary extras—and throws in some fun ideas for affordable vacation alternatives. Plus, in Extra Points, Josh looks at a wild story about a Disney lawsuit and a gives a lesson about keeping your financial priorities in check before spending big. 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!
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    32 mins
  • Peter Schiff Shares Bold Predictions on Gold, Bitcoin, and the U.S. Economy

    Peter Schiff Shares Bold Predictions on Gold, Bitcoin, and the U.S. Economy
    Dec 9 2024
    What’s the real story behind gold’s rise, Bitcoin’s bubble, and the shaky state of the U.S. economy? Josh sits down with Peter Schiff, renowned economist and CEO of Euro Pacific Capital, for an unfiltered conversation that dives into it all. Peter shares his bold prediction for gold, expecting prices to soar past $3,000, and doesn’t hold back, labeling Bitcoin as a speculative bubble on the brink of collapse. Josh and Peter then break down Trump’s economic policies and tariffs, examining their potential impacts on the dollar and global trade. They also dig into the historical failures of government spending cuts, cautioning against blind faith in political reforms. The two end with strategies for tackling inflation and economic uncertainty, including smart investments in gold, foreign equities, and income-producing real estate. 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!
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    55 mins
  • Why Bitcoin Is More Than a Cryptocurrency Revolution w/ Marty Bent (TFTC)

    Why Bitcoin Is More Than a Cryptocurrency Revolution w/ Marty Bent (TFTC)
    Dec 4 2024
    Is Bitcoin the financial revolution that could upend traditional banking? Josh sits down with Marty Bent, managing partner at 1031 and host of TFTC: A Bitcoin Podcast, for a deep dive into the potential of digital currency. Josh and Marty discuss how Bitcoin is more than just a tech trend—it’s a monetary revolution with the potential to upend traditional finance. Marty shares his take on why nation-states, even the U.S., may soon consider holding Bitcoin reserves and how this shift could change global market dynamics. The two dissect Bitcoin’s superiority over altcoins, its unmatched decentralization, and the lessons learned from recent collapses like FTX and Celsius. They also go through potential strategies for newcomers into the crypto world, offering tips on how to start safely and understand the importance of secure, long-term investment approaches. 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!
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    1 hr and 16 mins
  • [LIVE RADIO SHOW] Black Friday’s Economic Surge, Inflation’s Grip on America, and Maximizing Tax Savings + Listener Q&A!

    [LIVE RADIO SHOW] Black Friday’s Economic Surge, Inflation’s Grip on America, and Maximizing Tax Savings + Listener Q&A!
    Dec 2 2024
    What’s the secret to wrapping up the year with a stronger financial game plan? Josh is live, kicking off the episode with a look at Black Friday shopping trends and their ripple effects across the economy. From there, he takes on Bitcoin’s market buzz and the surprising moves billionaires are making. He then walks through tax loss harvesting tips, explains Roth conversion bracket filling, and breaks down RMD strategies like Qualified Charitable Distributions. Josh also takes listener questions throughout the episode, bringing up everything from gifting stock to balancing risk with precious metals. He then wraps up the live show with insights into Bitcoin’s role in portfolio planning. Air Date: November 30, 2024 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!
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    1 hr and 43 mins
  • Ep 41 - RMD Deadlines and What Could Be at Stake for Your Retirement

    Ep 41 - RMD Deadlines and What Could Be at Stake for Your Retirement
    Nov 27 2024
    How do you navigate the new RMD rules without paying hefty penalties? Josh deep dives into Required Minimum Distributions (RMDs) and their impact on your retirement plan, especially as new regulations from the SECURE 2.0 Act kicked in for 2024. With RMDs now beginning at age 73, Josh explains the critical deadlines to watch and the strategies that can help you minimize tax burdens. Josh covers the severe 50% excise tax penalty for missed RMDs and offers practical ways to avoid it, like setting up automatic distributions and understanding the Required Beginning Date (RBD). He explores opportunities for Roth IRA conversions after fulfilling RMD obligations and highlights the importance of handling inherited IRAs correctly to prevent unexpected tax hits for your beneficiaries. 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!
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    28 mins