Episodios

  • Ep 29 - Why Laddering Could Save Your Retirement

    Ep 29 - Why Laddering Could Save Your Retirement
    Aug 21 2024
    Are you overlooking a powerful investment strategy that could protect your financial future? In this episode, Josh dives into the laddering strategy for bonds—a method that can help create steady income streams while managing interest rate fluctuations. He breaks down how to construct a bond ladder, making it a key tool for retirees and conservative investors looking for predictable returns. Josh also reveals potential challenges like bond defaults and higher trading costs, offering insights on how to navigate these effectively. As markets evolve, he explores how to take advantage of shifting conditions by reinvesting in the right bonds at the right time. And in the "Extra Points" segment, Josh and his team discuss whether bonds make good financial gifts or if modern alternatives like ETFs offer a better return for your loved ones. 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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    31 m
  • The Markets Are Lying to You w/ Economist David Ranson

    The Markets Are Lying to You w/ Economist David Ranson
    Aug 19 2024
    How do geopolitical risks shape inflation and the stock market? Josh dives into this with economist David Ranson, who’s renowned for his accurate inflation forecasts. David kicks off the conversation by discussing how geopolitical uncertainties can temporarily suppress energy prices, giving a false sense of cooling inflation. They also explore the predictive power of gold prices, the VIX index's impact on market behavior, and why a recession isn’t on the immediate horizon unless there's a significant economic shock. The discussion then shifts to global investment opportunities, with David highlighting promising markets like Argentina, Egypt, and Turkey, where stabilizing currencies could offer lucrative returns. The episode wraps up with a deep dive into current economic trends and what they mean for investors. 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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    50 m
  • Ep 28 - The Hidden Cost of Taxpayer-Funded Sports Stadiums

    Ep 28 - The Hidden Cost of Taxpayer-Funded Sports Stadiums
    Aug 14 2024
    Are taxpayer-funded sports stadiums a financial blessing or a burden? Josh dives into this hot-button issue, exploring the true economic impact and cultural significance of iconic arenas like Yankee Stadium and Fenway Park. He scrutinizes whether these massive public expenditures truly benefit the communities they claim to uplift, or if they merely line the pockets of billionaire team owners. From Milwaukee to Buffalo, Josh breaks down the promises of job creation and neighborhood revitalization, challenging the role of politicians in facilitating corporate welfare. Plus, in "Extra Points," Josh and his team debate the practicality of Ubering versus driving to a game and explore how stadium naming rights play into the larger financial picture. 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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    45 m
  • Is a Recession Coming? Live Listener Q&A w/ George Gammon (The Rebel Capitalist)

    Is a Recession Coming? Live Listener Q&A w/ George Gammon (The Rebel Capitalist)
    Aug 12 2024
    Are we on the brink of another recession? In this episode, recorded live on August 2nd, 2024, via Spaces, Josh is joined by George Gammon, the creator of "The Rebel Capitalist Show," to tackle this pressing question. Live callers ask about the Sahm Rule, and Josh and George dive into its nearly flawless record in predicting economic downturns since the 1950s. The conversation heats up as they debate yield curve inversions and their historical significance as a warning sign for recessions. The discussion expands to include critical insights into consumer behavior trends, highlighting the financial strain many face in affording everyday items, and what these indicators suggest about the economy's health. Callers also debate the effects of government spending, weighing its short-term benefits against potential long-term economic distortions. Josh and George explore investment strategies, focusing on gold, T-bills, and strategic call options as ways to navigate uncertain markets. The episode closes with an engaging conversation about inflation, deflation, and practical approaches to staying financially resilient during turbulent times. 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 h y 5 m
  • Ep 27 - The Sequence of Return Trap and How to Avoid It

    Ep 27 - The Sequence of Return Trap and How to Avoid It
    Aug 7 2024
    Are you ready to protect your retirement from the unexpected twists of the market? Josh kicks off this episode by breaking down the concept of sequence of return risk, explaining how the timing of market gains and losses can make or break your retirement plans. He dives into practical strategies like sequence defense, utilizing asset insurance, and securing guaranteed income sources to manage these risks effectively. Plus, in "Extra Points," Josh tackles a listener question about the future of the U.S. dollar and delves into the growing influence of BRICS nations, exploring what their rise could mean for the global economy and your investments. 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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    36 m
  • Why Every Entrepreneur Needs a Solid Tax Plan w/ Mark Kohler

    Why Every Entrepreneur Needs a Solid Tax Plan w/ Mark Kohler
    Aug 5 2024
    Are you taking full advantage of your tax and legal strategies as a small business owner? In this episode, Josh sits down with Mark J. Kohler, a leading CPA, attorney, and financial advisor, to break down some crucial tips for anyone looking to optimize wealth and protect assets in today’s economy. As they dive into the conversation, Mark shares how his consistency and adaptability during the COVID pandemic led to his rise as a financial advisory voice on YouTube. Josh and Mark explore the importance of proactive tax planning, with Mark emphasizing how small business owners can maximize their financial stability by staying ahead of tax and legal pitfalls. The discussion then shifts to side hustles, with Mark outlining low-cost business ideas that can boost income without requiring huge upfront investments. They also tackle the benefits and potential risks of short-term real estate investments, offering advice on how to navigate regulations and maximize tax benefits. The two wrap up with a deep dive into asset protection, where Mark highlights the value of affordable, tailored legal advice to help business owners avoid unnecessary financial stress. 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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    42 m
  • Ep 26 - How Warren Buffett Built His Empire [Billionaire Series]

    Ep 26 - How Warren Buffett Built His Empire [Billionaire Series]
    Jul 31 2024
    Are billionaires truly self-made, or is their success built on early privileges and opportunities? Welcome to episode one of our Billionaire Series, where each month, we highlight a billionaire, explore their journey, and uncover the financial lessons we can learn from them. This month, Josh delves into Warren Buffett's investment principles, focusing on value investing, the power of dividends, and the importance of maintaining a significant cash reserve. He explores Buffett's preference for cash-rich companies and robust brands that require minimal reinvestment. Josh emphasizes the role of privilege and early opportunities in shaping the journeys of the world's wealthiest individuals. He also examines Buffett's major holdings and his legendary frugality, offering practical tips for regular investors aiming to emulate aspects of Buffett's approach. Plus, in "Extra Points," Josh shares some of Warren Buffett's most impactful quotes and the lessons we can learn from them. 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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    41 m
  • Breaking Down the Holy Grail of Diversified Portfolios w/ Frank Vasquez Jr. (Risk Parity Radio)

    Breaking Down the Holy Grail of Diversified Portfolios w/ Frank Vasquez Jr. (Risk Parity Radio)
    Jul 29 2024
    Are you maximizing your portfolio's potential for financial independence? In this episode, Josh welcomes Frank Vasquez Jr., host of Risk Parity Radio, for an in-depth conversation. Together, they explore Frank's journey from international arbitration to becoming a financially independent investor, sharing strategies for managing diversified portfolios. Josh and Frank delve into the importance of risk parity investing, a method designed to balance risk across various asset classes. They discuss common pitfalls like recency bias, which can skew long-term financial planning. Frank provides valuable insights on constructing portfolios that include a mix of equities, bonds, and alternative assets to ensure stability across different economic conditions. They also cover the role of long-term bonds in diversifying investments and optimizing safe withdrawal rates for retirees. The discussion rounds out with Frank sharing his passion for community involvement and his work with the Father McKenna Center in Washington, D.C. 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 h y 6 m