エピソード

  • FROM THE ARCHIVES: Kevin O’Leary’s Brutal Truths for Aspiring Entrepreneurs

    FROM THE ARCHIVES: Kevin O’Leary’s Brutal Truths for Aspiring Entrepreneurs
    2024/09/16
    Original Air Date: April 28, 2018 Is brutally honest feedback the key to saving entrepreneurs from financial ruin? In this episode from the archives, host Josh Jalinski sits down with Kevin O'Leary, aka Mr. Wonderful, the sharp-tongued investor from "Shark Tank" and a leading figure in the world of finance. Known for his no-nonsense approach, Kevin shares why he believes in giving entrepreneurs tough love to help them avoid costly mistakes. Josh and Kevin dive into Kevin’s investment strategies, focusing on dividend-yielding stocks, royalty deals, and the impact of the Trump tax cuts on small-cap stocks. They also discuss the importance of financial literacy, with Kevin introducing his Beanstox app to help the younger generation start investing. Kevin also emphasizes the critical role of diversification in managing investment risk. 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!
    続きを読む 一部表示
    31 分
  • Ep 32 - The One-Yard Line of Your Financial Future

    Ep 32 - The One-Yard Line of Your Financial Future
    2024/09/11
    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 Savings Accounts (HSAs) for healthcare expenses. Josh tackles Medicare, breaking down the different parts and explaining when to sign up to avoid penalties. He also shares tax-smart strategies like Roth conversions to optimize your retirement savings. Later in the episode, Josh plays a game of "Head to Head," putting retirement strategies to the test. Then in "Extra Points," he compares the best and worst states to retire in based on Bankrate’s latest rankings. 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!
    続きを読む 一部表示
    39 分
  • Bitcoin’s Role in the Next Financial Revolution w/ James Lavish

    Bitcoin’s Role in the Next Financial Revolution w/ James Lavish
    2024/09/09
    Are traditional finance and Bitcoin on a collision course? Josh tackles this question head-on with guest James Lavish, managing partner of the Bitcoin Opportunity Fund. Beyond his work in the hedge fund, James is a widely respected figure in the investment community, appearing frequently on financial podcasts and contributing to financial discussions on various platforms, including Spaces. Josh and James dive into the implications of the recent dismal bond auction, exploring how it signals potential long-term structural yield hikes tied to high fiscal deficits and inflation. James shares insights into the Bitcoin Opportunity Fund’s strategy, highlighting Bitcoin’s role as a transformative asset in global finance, especially in economically challenged regions. They also dissect key recession indicators, including rising delinquency rates and reduced credit card spending, and debate the future of market volatility, Fed decisions, and the importance of a diversified investment strategy that includes BTC, gold, and Treasury Bills. 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!
    続きを読む 一部表示
    1 時間 5 分
  • Ep 31 - How Your Kids Could Be Millionaires by 65

    Ep 31 - How Your Kids Could Be Millionaires by 65
    2024/09/04
    Who wants to be a millionaire?! Josh Jalinski dives into how you can set your kids up to be potential millionaires by age 65. Josh reveals powerful strategies like using Roth IRAs, life insurance, and estate planning to ensure your children’s financial futures are secure. With insights inspired by Warren Buffett, Josh breaks down wealth-building tactics that any parent can put into action today. Plus, in "Extra Points," Josh shares how Bruce Springsteen rocked his way to billionaire status—find out what you can learn from the legendary musician’s journey to financial success. 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!
    続きを読む 一部表示
    39 分
  • Ep 30 - How Bill Gates Turned Tech into Trillions [Billionaire Series]

    Ep 30 - How Bill Gates Turned Tech into Trillions [Billionaire Series]
    2024/08/28
    Is Bill Gates’ strategy of giving away billions more powerful than his business acumen? Josh delves into the life and legacy of Microsoft co-founder Bill Gates. From Gates' early days as a Harvard dropout to building one of the most influential tech companies in the world, Josh uncovers the pivotal moments that defined Gates' career. Josh takes you through Gates’ impact on the tech industry, discussing his strategic business decisions and philanthropic ventures through the Bill and Melinda Gates Foundation. He draws lessons from Gates' journey, emphasizing the importance of strategic partnerships, diversified investments, and maintaining integrity in business. Plus, in Extra Points, Josh shares a amusing recent story about Gates’ visit to a Michelin-starred restaurant, and wraps up with a special business lesson that you won’t want to miss. 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!
    続きを読む 一部表示
    20 分
  • Cash is King in Volatile Markets w/ Chris Vermeulen (The Technical Traders)

    Cash is King in Volatile Markets w/ Chris Vermeulen (The Technical Traders)
    2024/08/26
    What market trends should you really be following? In this episode, Josh Jalinski teams up with Chris Vermeulen, founder of The Technical Traders, to break down the power of technical analysis in today’s volatile market. Josh and Chris dive into Chris’s journey from a young market enthusiast to a seasoned financial strategist, revealing how his background in piloting and engineering shaped his systematic, trend-following approach to investing. Josh and Chris explore the effectiveness of technical analysis over traditional fundamentals, with Chris explaining why he only invests in assets showing strong upward trends. The discussion heats up as they dissect Chris's innovative "Asset Revesting" strategy, designed to move capital into assets that meet strict risk and volatility criteria. Josh also gets Chris’s take on the current market, where he stresses the importance of staying in cash during volatile markets and waiting for clear signals before making big moves. 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!
    続きを読む 一部表示
    1 時間 4 分
  • Ep 29 - Why Laddering Could Save Your Retirement

    Ep 29 - Why Laddering Could Save Your Retirement
    2024/08/21
    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!
    続きを読む 一部表示
    31 分
  • The Markets Are Lying to You w/ Economist David Ranson

    The Markets Are Lying to You w/ Economist David Ranson
    2024/08/19
    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!
    続きを読む 一部表示
    50 分