Episodios

  • Retirement Risk: The New Frontier of 401(k) Investing

    Retirement Risk: The New Frontier of 401(k) Investing
    Sep 23 2025
    We're taking a dive into an executive order shaking up 401(k) plans, exploring the risks and rewards of adding crypto, private equity, and hedge funds to retirement portfolios. Josh also breaks down the implications of a major AI infrastructure deal and what it signals for investors. Plus, with $7 trillion sitting in money market funds, Josh explains why cash might be a trap, and how long-term investors can position themselves for the next market rally. 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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    18 m
  • Why Do So Many Americans Feel Broke?

    Why Do So Many Americans Feel Broke?
    Sep 19 2025
    A new survey shows that one in three Americans feel worse off financially than a year ago. From rising housing costs to growing debt and the cultural shift toward frugality, Josh explores why financial stress is climbing and how financial literacy (and a return to practical money habits) can help families fight back. Plus, Josh shares his insights on emergency funds, the housing crunch, and why countercultural approaches to money may be the key to resilience. 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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    42 m
  • From Tech Boom to Retirement Bills: Are You Ready?

    From Tech Boom to Retirement Bills: Are You Ready?
    Sep 15 2025
    What's to make of the latest economic signals? From blockbuster tech earnings and shaky market breadth to rising healthcare costs in retirement, Josh is covering it all. Learn what sectors may thrive if growth slows, how to prepare your portfolio for seasonal weakness, and why planning ahead for medical expenses could be just as important as saving for retirement itself. 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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    16 m
  • Buy Now or Wait? Real Estate in a Shifting Market

    Buy Now or Wait? Real Estate in a Shifting Market
    Sep 8 2025
    If you've been hesitant on buying real estate because of the housing market, you'll want to listen to this episode, as we tackle one of today’s biggest money questions: should you buy a home now or wait for prices to cool? Josh breaks down how regional housing trends, mortgage rates, and supply shortages shape affordability, and why real estate is never a one-size-fits-all decision! 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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    19 m
  • The Retail Trading Boom: Bubble or Breakthrough?

    The Retail Trading Boom: Bubble or Breakthrough?
    Aug 26 2025
    Retail traders are reshaping Wall Street, AI-driven tools are fueling market momentum, and margin debt has crossed $1 trillion... But is this bullish enthusiasm or the next bubble in the making? Josh breaks down what’s behind the surge, the risks of leveraged trading, and why human judgment still matters in an AI-driven investing world. 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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    19 m
  • Everyday Habits That Build Extraordinary Wealth

    Everyday Habits That Build Extraordinary Wealth
    Aug 21 2025
    Do you know an “everyday millionaire”? Someone who built financial independence through simple habits like saving consistently, driving modest cars, and resisting the pressure to keep up with the Joneses? Today Josh is unpacking the real path to wealth: not windfalls, not luck, but steady discipline. Plus, Josh turns to the next generation, sharing practical ways to teach kids about money, gratitude, and negotiation, from the envelope method to real-world lessons like estate sales and Roth IRAs for teens. 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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    32 m
  • Making Your Money Work for You in Retirement

    Making Your Money Work for You in Retirement
    Aug 13 2025
    From dividend stocks to reverse mortgages, annuities, and even little-known strategies like Qualified Longevity Annuity Contracts, Josh breaks down 11 ways to turn your nest egg into steady paychecks for life. Plus, we debunk reverse mortgage myths and share tips to maximize income, reduce taxes, and secure your retirement 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!
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    43 m
  • Why the Fed’s Next Move Could Shake Your 401(k)

    Why the Fed’s Next Move Could Shake Your 401(k)
    Aug 7 2025
    With sharp revisions to the May and June jobs reports and growing pressure for rate cuts, Josh dissects what this could mean for interest rates, inflation, and your portfolio. Josh also explores why President Trump might be trying to shift blame ahead of a possible downturn, critiques the Federal Reserve’s role in the economy, and the discussion turns toward strategies to protect your retirement nest egg. 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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    45 m