Episodes

  • LIVE RADIO SHOW: The Hidden Price of Social Security, Stealth Taxes, and Bitcoin in Your Plan + Listener Q&A!

    LIVE RADIO SHOW: The Hidden Price of Social Security, Stealth Taxes, and Bitcoin in Your Plan + Listener Q&A!
    Jun 2 2025
    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 retirement strategy and real financial concerns. 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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    1 hr and 49 mins
  • Ep 63 – 13 Rules That Set the Foundation for Wealth

    Ep 63 – 13 Rules That Set the Foundation for Wealth
    May 28 2025
    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 you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going!
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    38 mins
  • Ep 32 - The One-Yard Line of Your Financial Future

    Ep 32 - The One-Yard Line of Your Financial Future
    May 26 2025
    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!
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    39 mins
  • Ep 62 - What Modell’s Got Wrong About the Future of Retail

    Ep 62 - What Modell’s Got Wrong About the Future of Retail
    May 21 2025
    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. From augmented reality and voice commerce to automation and blockchain, this episode unpacks the innovations shaping what comes next for retail. 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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    33 mins
  • The Real Economics of Pro Sports Today w/ Joe Favorito (Sports Media Strategist)

    The Real Economics of Pro Sports Today w/ Joe Favorito (Sports Media Strategist)
    May 19 2025
    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 literacy to the rising cost of live games and the growing momentum around niche sports, Joe shares how storytelling, strategy, and smart positioning are shaping the future. He and Josh explore how technology is changing the way we watch, where the investment opportunities are, and what it takes to build something that lasts. 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! Check out Joe Favorito's work: 🌐 joefavorito.com
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    1 hr
  • Ep 61 - Can Small Businesses Survive the E-Commerce Boom?

    Ep 61 - Can Small Businesses Survive the E-Commerce Boom?
    May 14 2025
    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 commerce, offering new ways to compete without losing the personal touch that matters most. 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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    34 mins
  • Ep 18 - The Impact of War on the US Economy

    Ep 18 - The Impact of War on the US Economy
    May 12 2025
    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 massive economic shifts driven by military conflicts, emphasizing the importance of strategic financial planning amidst global uncertainties. Topics include the debate between isolationism and interventionism in U.S. foreign policy, the impact of U.S. military spending on national debt, and how to audit Pentagon spending for financial accountability. Then in "Extra Points" , Josh answers a listener's question about investment strategies during uncertain times, offering insights on the resilience of stocks and the importance of diversification. 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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    39 mins
  • Episode 60 - The Truth About Wealth

    Episode 60 - The Truth About Wealth
    May 7 2025
    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 financial protection form the backbone of real, lasting success. From avoiding lifestyle creep to redefining wealth as time and emotional freedom, this episode pushes back against the noise and gets to the heart of what building wealth actually looks like. Then in 'Extra Points,' Josh reacts to the growing student loan debt crisis, highlighting how rising balances and broken promises around forgiveness are reshaping the financial futures of millions. 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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    44 mins