The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing

Hosted by Josh Jalinski

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Episodes

260

Latest episode

Aug 2026

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About the show

Step into the financial end zone with "The Financial Quarterback® with Josh Jalinski," your weekly playbook for help in mastering the financial game, protecting your wealth, and securing your retirement. Each episode dives into crucial topics like retirement planning, financial strategies, and estate planning, offering straightforward, actionable advice to shield your wealth from higher taxes and market risks. It's the financial guidance you've been searching for, delivered in a 30-minute format that fits perfectly into your busy life. Host Josh Jalinski, the force behind the podcast, is not just any financial advisor. Recognized by Forbes as one of the "Best-In-State Wealth Advisors 2023" and "America's Top Financial Security Professionals 2023," Josh brings a wealth of knowledge and a unique approach to financial advice. As the founder and CEO of the Jalinski Advisory Group, his radical honesty and friend-in-the-business demeanor have made him a trusted voice in finance, regularly featured on CNBC, Fox Business News, CBS News, and Bloomberg. But the insights don't stop there. On Mondays, we bring you the best of Josh's weekend radio show, "The Financial Quarterback®" on 710 AM WOR in New York City. This isn't your ordinary financial talk; it's a live adventure with real-time listener call-ins, cutting-edge topical segments, and expert guests, all delivered with the excitement only live radio can offer. It's where finance meets fun, turning the start of your week into an engaging financial spectacle. Dive deeper with Josh on his YouTube channel at The Financial Quarterback® for video episodes and shorts. Subscribe on Apple Podcasts, Spotify, or your favorite podcast platform and lock in every episode. With new releases every Monday and Wednesday, "The Financial Quarterback® with Josh Jalinski" is your playbook for helping bulletproof your finances, from retirement savings to lifelong wealth protection.

Listen to episodes

60 recent

August 12, 202613 min

The Millionaire Janitor: How an Ordinary Man Quietly Built an $8 Million Fortune

What does an $8 million millionaire look like? Probably not a gas station attendant and janitor from a small town in Vermont. In this episode of The Financial Quarterback, Josh shares the remarkable true story of Ronald Read, a man who never earned a huge salary, never lived a flashy lifestyle, and never chased the latest investment trend... yet quietly built an $8 million portfolio through discipline, patience, and the power of compound interest. Josh explains why building wealth has less to do with finding the next hot stock and more to do with developing the right financial habits. From the dangers of lifestyle inflation to the incredible impact of starting early, this episode offers timeless lessons that every investor can apply. In this episode: The surprising story of the "Millionaire Janitor" Why most wealthy people don't look wealthy The power of compound interest over decades Why consistency often beats brilliance in investing How small financial decisions today can create life-changing results tomorrow Whether you're just starting your investing journey or planning for retirement, this episode is a reminder that lasting wealth is rarely built overnight, it's built one smart decision at a time. 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!

August 4, 202624 min

Kevin O'Leary Says You Need $5 Million to Be Rich... Is He Right?

Kevin O'Leary recently sparked debate by saying you're not truly rich unless you have $5 million in U.S. Treasuries. Is he serious? More importantly, what can everyday investors learn from his philosophy? In this episode of The Financial Quarterback, Josh breaks down O'Leary's biggest wealth-building principles and explains why the number itself matters far less than the strategy behind it. We discuss why financial security isn't just about growing your portfolio, it's about building flexibility, preparing for uncertainty, and creating a plan that can withstand whatever life throws your way. Whether you're just starting to build wealth or preparing for retirement, this episode will help you think differently about what it really means to be financially secure. In this episode, you'll learn: Why Kevin O'Leary believes liquidity is the foundation of wealth Does it really take $5 million to feel financially secure? How lifestyle inflation quietly prevents people from building wealth Why cash reserves and conservative investments can create opportunity during market downturns The importance of having a "volatility buffer" in your financial plan Why financial planning isn't just about accumulating wealth, it's also about preserving it and creating sustainable retirement income Practical strategies to help you build long-term financial confidence, regardless of your net worth The headlines may change, but the principles of sound financial planning remain the same. Learn how discipline, preparation, and a well-designed strategy can help you build lasting wealth and retire with greater confidence. 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!

July 28, 202631 min

AI Stocks Just Lost Billions; Should Investors Worry?

Markets are riding high on artificial intelligence... but are investors getting ahead of themselves? Josh breaks down the recent selloff in AI stocks, why some market veterans are comparing today's environment to the dot-com bubble, and what it all means for your portfolio. Instead of trying to predict the next market move, learn how to build a financial strategy that can weather uncertainty, manage risk, and keep you focused on your long-term goals. Plus, we answer listener questions on interest rates, Treasury yields, and making smart retirement planning decisions in today's market. 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!

July 22, 202624 min

The Biggest Wealth Transfer in History Is Happening... Are You Prepared?

A historic $93 trillion wealth transfer is underway, but passing on wealth takes more than a will. In this episode, Josh discusses why estate planning, long-term care, trusts, and open family conversations are essential to protecting your legacy. Learn how to prepare your heirs, avoid common planning mistakes, and help ensure your wealth benefits the next generation the way you intend. 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!

July 16, 20261 hr 47 min

The Psychology of Money: Why Smart People Still Make Bad Financial Decisions

Why do intelligent, successful people make costly financial mistakes? This week on The Financial Quarterback radio show, Josh sits down with Certified Financial Planner and Certified Financial Therapist Bobbi Rebell for a fascinating conversation about the emotional side of money. From panic-selling during market downturns to overspending, relationship dynamics, and retirement expectations, they explore why our financial decisions are often driven more by psychology than logic. The discussion also dives into the growing field of financial therapy, why knowledge alone doesn't create good financial outcomes, and how understanding your own money behaviors can lead to better long-term results. Josh also examines what celebrity relationships and high-profile prenups can teach everyday families about protecting wealth, planning ahead, and making financial decisions without letting emotions take over. Whether you're preparing for retirement, managing family finances, or simply trying to become a more disciplined investor, this episode offers practical insights that can help you build a stronger financial future. Topics Covered: Why financial success is often more about behavior than math How fear and pride can lead even experienced investors to make costly mistakes What financial therapy is—and how it helps people make better money decisions Why many retirees need to adjust expectations instead of taking excessive investment risk The psychology behind financial infidelity and hidden money behaviors Lessons from a high-profile celebrity marriage on prenups, trust, and protecting family wealth How emotions shape investing, spending, and long-term financial planning Practical ways to make smarter financial decisions regardless of market conditions 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!

July 14, 202633 min

Before You Say "I Do": The Money Conversation Every Couple Needs

Taylor Swift and Travis Kelce may dominate the headlines, but the bigger story isn't celebrity, it’s financial planning. Josh explains why prenups aren't just about divorce, but about protecting businesses, inheritances, retirement savings, and future wealth. The conversation expands into estate planning, joint finances, and why every couple should have honest money conversations long before walking down the aisle. Whether you're getting married, already married, or planning your legacy, this episode offers practical lessons that can help protect the people you love. 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!

July 9, 20261 hr 47 min

Inflation Is Quietly Costing You More Than You Think

Saturday July 4, 2026 - Radio Show What should you be reviewing halfway through the year to keep your retirement plan on track? Could artificial intelligence be creating the next dot-com investing bubble? And after spending decades building wealth, is it actually possible to save too much? On this week's episode of The Financial Quarterback radio show, Josh Jalinski tackles some of today's biggest financial questions, from conducting a mid-year financial checkup to understanding how government debt and inflation affect your everyday life. He also explores whether investors are getting caught up in AI hype, draws lessons from the dot-com era, and explains why one of the biggest retirement risks may not be running out of money, but never giving yourself permission to enjoy it. Whether you're preparing for retirement, managing investments, or simply looking to make smarter financial decisions, this episode is packed with practical strategies to help you build a more coordinated financial plan that's designed to withstand whatever the economy throws your way. Topics Covered: Your 7-point mid-year financial checkup and why July is the perfect time to review your plan How portfolio drift can quietly increase your investment risk Tax planning opportunities that disappear if you wait until tax season Retirement savings, beneficiary updates, estate planning, and other life changes that should trigger a financial review Why government debt matters, and how it impacts inflation, interest rates, taxes, and your purchasing power Why Josh calls inflation the "stealth tax" and who it hurts the most The AI investing boom: Are we witnessing the next dot-com bubble? What investors can learn from the winners and losers of the internet revolution How to participate in AI without letting fear of missing out derail your investment strategy Why diversification still matters in a world obsessed with artificial intelligence The surprising retirement risk of dying with too much money How to balance financial security with actually enjoying the wealth you've worked so hard to build Why coordinated planning—investments, taxes, retirement income, estate planning, and risk management—is the foundation of a Legendary Retirement Game Plan 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!

July 7, 202623 min

Is AI the Next Dot-Com Bubble?

Artificial intelligence is changing the world, but does that automatically make AI stocks great investments? In this episode, Josh explores the similarities between today's AI boom and the dot-com era, explaining why transformative technology doesn't always translate into strong investment returns. Learn how to avoid FOMO, why diversification still matters, and how to participate in AI's long-term potential without putting your retirement at unnecessary risk. 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!

June 30, 202610 min

The Family Financial Playbook: The One Document Every Household Needs

If something unexpected happened tomorrow, would your family know where to find your financial accounts, insurance policies, estate documents, or even how to pay the bills? In this episode, Josh explains why every household needs a family financial playbook: a simple but powerful tool that can help loved ones avoid confusion, reduce stress, and stay organized during life's most difficult moments. Learn what information to include, the common mistakes families make, and how a little preparation today can provide invaluable peace of mind tomorrow. 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!

June 23, 202618 min

Flying Solo: The Retirement Planning Challenges Facing Single Americans

Retiring without a spouse comes with a unique set of financial challenges. In this episode, Josh discusses why single retirees need a different approach to Social Security, taxes, healthcare, housing, and retirement income planning. Whether you're single, divorced, widowed, or planning ahead, learn how to build a strategy designed to help you retire with confidence and independence. 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!