What do today’s tax policies really mean for the future of Social Security and retirement? Economist Teresa Ghilarducci joins Josh to break down a wave of new proposals, including the Trump-backed MAGA accounts and tax cuts on tips and Social Security income. Together, they dig into what these changes signal for long-term economic stability, especially for working families and retirees. The two cover the unraveling crisis in long-term care, the decline of sustainable retirement plans, and how Me...
Jun 18, 2025•1 hr 1 min
What happens when you stop thinking nationally and start thinking globally? Josh sits down with legendary investor and bestselling author Doug Casey for a conversation that spans borders, currencies, and ideologies. Doug shares his journey from early investment risk-taker to global citizen, offering sharp takes on the future of bitcoin, the real value of gold and uranium, and how to think clearly in times of political and financial chaos. He challenges conventional wisdom on education, warns of ...
Jun 11, 2025•56 min
What does it take to walk away from the NFL on your own terms, financially and personally? Josh sits down with former NFL safety Glover Quin for a wide-ranging conversation about football, money, and building a life after the league. From growing up in Mississippi to leading the Detroit Lions defense, Glover shares the mindset that helped him live on just 30% of his NFL salary, invest wisely, and avoid the financial pitfalls that trap so many athletes. They talk about the emotional toll of retir...
Jun 04, 2025•1 hr 26 min
What’s really eating away at your Social Security check? In this live radio show, Josh breaks down how Social Security gets taxed, why so many retirees get caught off guard, and what you can do to protect your income. He explains the history of the program, the rise of stealth taxes, and how proposed policies could reshape your retirement. Along the way, callers weigh in with questions about Roth conversions, annuities, bitcoin, and more, giving Josh a chance to connect the dots between retireme...
Jun 02, 2025•1 hr 49 min
What are the rules that separate financial stability from chaos? Josh breaks down 13 guiding principles that help shape stronger habits, smarter decisions, and a more durable approach to money. It’s about clarity, consistency, and knowing which rules actually matter. Then in Extra Points, Josh weighs in on Mississippi’s push to eliminate state income tax and what that move could mean for your planning. Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If ...
May 28, 2025•38 min
Are you ready to cross the goal line into retirement? Josh dives into the critical five-year period before retirement, guiding you through essential strategies to secure your financial future. He kicks off with the importance of mapping out retirement goals and emphasizes the benefits of catch-up contributions for those aged 50 and above. Josh then explores the advantages of rolling over old 401(k) plans into IRAs for better investment flexibility, along with the triple tax benefits of Health Sa...
May 26, 2025•39 min
What can the fall of a sporting goods giant teach us about the future of retail? In part two of the e-commerce series, Josh takes on the case of Modell’s and how digital disruption and changing consumer habits reshaped the sporting goods industry. He looks at how companies like Nike pulled ahead by doubling down on digital access and rethinking the in-store experience. Josh also explores how younger shoppers are driving new expectations around convenience, personalization, and tech integration. ...
May 21, 2025•33 min
What happens when business, media, and sports collide? Josh sits down with Joe Favorito, one of the most respected voices in sports communications, to break down how the business of sports is evolving and what’s really driving the money behind the games. With decades of experience at the Knicks, WTA, and USTA, Joe brings insight into how organizations build fan loyalty, navigate private equity pressure, and balance financial success with community connection. From NIL deals and athlete financial...
May 19, 2025•1 hr
What happens when convenience overtakes connection? Josh explores the explosive rise of e-commerce and what it means for small businesses trying to keep up. From the early days of online shopping to today's mobile and AI-driven landscape, he breaks down how consumer habits have shifted and why the in-person experience still holds value. He digs into the pressure facing local retailers, the lasting impact of the pandemic on shopping behavior, and how hybrid models are changing the future of comme...
May 14, 2025•34 min
How do wartime economies shape your finances? Josh explores this by diving deep into the impact of both former and current military conflicts on national and personal financial landscapes. From World War II's industrial mobilization to today's geopolitical tensions involving Ukraine, Israel, and Taiwan, Josh provides a historical analysis with contemporary relevance. Josh explores how wartime economies drive government spending, technological advancements, and societal shifts. He discusses the m...
May 12, 2025•39 min
What if the real path to wealth isn’t flashy, fast, or found online? Josh breaks down why true wealth is built through time, discipline, and patience, not viral hacks or high-risk bets. He explores how compound growth works over decades, why emotional control matters more than market timing, and what it really means to be wealthy beyond just a number in your bank account. Josh shares lessons from his own experience as an advisor, revealing how conservative investing, diversification, and financi...
May 07, 2025•44 min
Josh kicks off the live show with a breakdown of the latest market headlines, from tariff tensions to shaky investor sentiment, and shares why staying balanced in both mindset and portfolio choices is key during times of volatility. He explains how to keep perspective when the market gets noisy and why a steady approach often outperforms reactive moves. Listeners call in with questions about the role of gold and silver during inflation, how to handle 401(k) transfers, when to use annuities, and ...
May 05, 2025•1 hr 47 min
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 ho...
Apr 30, 2025•36 min
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 equ...
Apr 28, 2025•1 hr 11 min
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) lo...
Apr 23, 2025•1 hr 48 min
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, challenge...
Apr 21, 2025•36 min
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 m...
Apr 16, 2025•35 min
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 mistak...
Apr 14, 2025•1 hr
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 lettin...
Apr 09, 2025•24 min
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 planni...
Apr 07, 2025•46 min
Why are eggs still so expensive—and will prices ever go back down? Josh breaks down why everyday goods like eggs, gas, and groceries cost so much more today. He looks at the real drivers behind inflation and how it’s hitting your wallet in ways you might not expect. Plus, Josh plays a round of "The Price Ain’t Right," comparing what key items cost in 1980 versus today to show just how far your dollar stretches. Then in 'Extra Points,' Josh weighs in on the state of tipping culture in America and...
Apr 02, 2025•42 min
How do you build a retirement that’s financially secure and personally fulfilling? Josh sits down with retirement expert Fritz Gilbert, founder of The Retirement Manifesto and author of Keys to a Successful Retirement, to break down the financial and emotional side of life after work. Fritz shares his own journey from corporate America to an early retirement in the Appalachian Mountains, where he now writes, volunteers, and helps others navigate the transition. He and Josh dive into strategies f...
Mar 31, 2025•47 min
Are pensions a relic of the past? Josh dives into the rapid decline of pensions and what it means for retirement planning today. With companies slashing pension plans to cut costs and boost stock prices, workers are now forced to rely on 401(k)s and other personal savings. Josh breaks down why pensions are disappearing, the challenges facing public sector plans, and how retirees can build their own steady income streams. From annuities to dividend stocks and bonds, he explores ways to replace th...
Mar 26, 2025•34 min
What does it take to stay financially grounded when everything feels uncertain? In this live radio episode, Josh breaks down how to plan smart in the face of inflation, market swings, and government waste. He covers the rise in 401k millionaires, red flags in Medicare Advantage plans, and the latest shifts in crypto and gold ETFs. He also touches on Tesla’s recent headlines and what they mean for your portfolio. Later in the show, Josh takes live caller questions on CPA red flags, IRS audits, ca...
Mar 24, 2025•1 hr 9 min
Should you lock your assets away in an irrevocable trust, or keep things flexible with a revocable one? Josh breaks down revocable vs. irrevocable trusts, showing how they impact taxes, inheritance, and asset protection. He lays out pros, cons, and real-world uses of these estate planning tools. From avoiding probate to shielding wealth from taxes and creditors, he gets into the strategies that can help keep your money where you want it, without unnecessary complications. Then in Extra Points, J...
Mar 19, 2025•40 min
What happens when the biggest financial bubble in history finally bursts? Josh sits down with economist and bestselling author Harry Dent to break down his latest predictions for a massive market downturn between 2025 and 2027. Dent explains why recessions aren’t just inevitable, they’re necessary. They dive into the consequences of runaway debt, the real state of the stock and real estate markets, and why failing businesses need to collapse for true innovation to thrive. Dent also shares his th...
Mar 17, 2025•58 min
Is wedding bliss really about love, or is it about money too? Josh breaks down what couples need to know about merging finances, from joint accounts to budgeting, and why money fights are one of the biggest reasons marriages fail. He dives into financial transparency, the do’s and don’ts of managing money together, and how to avoid the biggest mistakes couples make. Then in 'Extra Points,' Josh shares some of the wildest stories of couples battling over money, from secret credit cards to full-bl...
Mar 12, 2025•35 min
How do you raise financially responsible kids when schools barely teach them about money? Josh explores this with Bobbi Rebell, CFP®, founder of Financial Wellness Strategies and bestselling author of Launching Financial Grownups. Bobbi shares her journey from New York finance pro to Florida-based financial educator, and why she’s so passionate about helping parents teach real-world money skills at home. She and Josh dig into the challenges young adults face today, from soaring housing costs to ...
Mar 10, 2025•46 min
What does Social Security really look like heading into 2025? Josh breaks down the financial strain facing the system, what Congress might do to fix it (or not), and what it all means for retirees trying to plan ahead. He breaks down how political gridlock, inflation, and shifting demographics are all putting pressure on the system, and shares strategies for making the most of your benefits, why delaying might make sense, and how small business owners could get caught in the crossfire of future ...
Mar 05, 2025•41 min
What’s really happening with private equity, and why does it matter for your retirement? Josh sits down with bestselling author and financial truth-teller Barry Dyke to unravel the hidden risks behind private equity firms taking over public assets, insurance companies, and even your retirement savings. Barry breaks down how firms like BlackRock are chasing profits through private equity deals, despite suffering massive losses like their $600 million flop with Altrity. Josh & Barry then get i...
Mar 03, 2025•56 min
