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Every week Josh Jalinski, The Financial Quarterback, brings you the latest in financial news and education, with expert guests that discuss financial strategies for wealth preservation.
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Josh Jalinski, The Financial Quarterback, is joined by Chris Carosa, Award-Winning Journalist & Speaker - Expert in ERISA Fiduciary, Child IRA, and Hamburger History.
A nationally acclaimed writer, speaker, and researcher, Christopher Carosa has published several books on the financial industry, among them the widely acclaimed retirement industry reference guide 401(k) Fiduciary Solutions. He is a regular contributor to top retirement industry news outlets. As a retirement and fiduciary thought leader, you’ll see him quoted frequently in the media. Often referred to as an “embedded journalist,” Carosa has more than three decades of experience working in the trust and investment industry, including twenty years as President of Carosa Stanton Asset Management, LLC and Chairman of the Board of Bullfinch Fund, Inc. He earned his B.S. (Intensive) in Physics and Astronomy from Yale University and an MBA from the University of Rochester’s Simon School of Business.
In this segment, Chris and Josh discuss the 60/40 portfolio and some people say it's dead.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter, and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check.
Josh Jalinski, The Financial Quarterback, is joined by Chris Carosa, Award-Winning Journalist & Speaker - Expert in ERISA Fiduciary, Child IRA, and Hamburger History.
A nationally acclaimed writer, speaker, and researcher, Christopher Carosa has published several books on the financial industry, among them the widely acclaimed retirement industry reference guide 401(k) Fiduciary Solutions. He is a regular contributor to top retirement industry news outlets. As a retirement and fiduciary thought leader, you’ll see him quoted frequently in the media. Often referred to as an “embedded journalist,” Carosa has more than three decades of experience working in the trust and investment industry, including twenty years as President of Carosa Stanton Asset Management, LLC and Chairman of the Board of Bullfinch Fund, Inc. He earned his B.S. (Intensive) in Physics and Astronomy from Yale University and an MBA from the University of Rochester’s Simon School of Business.
In this segment, Chris Carosa says the math doesn't lie. Your child could be a millionaire by the age of 70.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter, and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check.
Josh Jalinski, The Financial Quarterback, is joined by Chris Carosa, Award-Winning Journalist & Speaker - Expert in ERISA Fiduciary, Child IRA, and Hamburger History.
A nationally acclaimed writer, speaker, and researcher, Christopher Carosa has published several books on the financial industry, among them the widely acclaimed retirement industry reference guide 401(k) Fiduciary Solutions. He is a regular contributor to top retirement industry news outlets. As a retirement and fiduciary thought leader, you’ll see him quoted frequently in the media. Often referred to as an “embedded journalist,” Carosa has more than three decades of experience working in the trust and investment industry, including twenty years as President of Carosa Stanton Asset Management, LLC and Chairman of the Board of Bullfinch Fund, Inc. He earned his B.S. (Intensive) in Physics and Astronomy from Yale University and an MBA from the University of Rochester’s Simon School of Business.
In this segment, Chris Carosa shares what age you need to begin saving in order to be a millionaire when you retire at age 70.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter, and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check.
Josh Jalinski, The Financial Quarterback, is joined by Chris Carosa, Award-Winning Journalist & Speaker - Expert in ERISA Fiduciary, Child IRA, and Hamburger History.
A nationally acclaimed writer, speaker, and researcher, Christopher Carosa has published several books on the financial industry, among them the widely acclaimed retirement industry reference guide 401(k) Fiduciary Solutions. He is a regular contributor to top retirement industry news outlets. As a retirement and fiduciary thought leader, you’ll see him quoted frequently in the media. Often referred to as an “embedded journalist,” Carosa has more than three decades of experience working in the trust and investment industry, including twenty years as President of Carosa Stanton Asset Management, LLC and Chairman of the Board of Bullfinch Fund, Inc. He earned his B.S. (Intensive) in Physics and Astronomy from Yale University and an MBA from the University of Rochester’s Simon School of Business.
In this segment, Chris Carosa shares some of examples of the flourishing benefits from child IRAs.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter, and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check.
Josh Jalinski, The Financial Quarterback, is joined by Chris Carosa, Award-Winning Journalist & Speaker - Expert in ERISA Fiduciary, Child IRA, and Hamburger History.
A nationally acclaimed writer, speaker, and researcher, Christopher Carosa has published several books on the financial industry, among them the widely acclaimed retirement industry reference guide 401(k) Fiduciary Solutions. He is a regular contributor to top retirement industry news outlets. As a retirement and fiduciary thought leader, you’ll see him quoted frequently in the media. Often referred to as an “embedded journalist,” Carosa has more than three decades of experience working in the trust and investment industry, including twenty years as President of Carosa Stanton Asset Management, LLC and Chairman of the Board of Bullfinch Fund, Inc. He earned his B.S. (Intensive) in Physics and Astronomy from Yale University and an MBA from the University of Rochester’s Simon School of Business.
In this segment, Chris talks more about how to turn your child into a millionaire.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter, and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check.
Josh Jalinski, The Financial Quarterback, is joined by Chris Carosa, Award-Winning Journalist & Speaker - Expert in ERISA Fiduciary, Child IRA, and Hamburger History.
A nationally acclaimed writer, speaker, and researcher, Christopher Carosa has published several books on the financial industry, among them the widely acclaimed retirement industry reference guide 401(k) Fiduciary Solutions. He is a regular contributor to top retirement industry news outlets. As a retirement and fiduciary thought leader, you’ll see him quoted frequently in the media. Often referred to as an “embedded journalist,” Carosa has more than three decades of experience working in the trust and investment industry, including twenty years as President of Carosa Stanton Asset Management, LLC and Chairman of the Board of Bullfinch Fund, Inc. He earned his B.S. (Intensive) in Physics and Astronomy from Yale University and an MBA from the University of Rochester’s Simon School of Business.
In this segment, Chris and Josh discuss how most people don't know that child IRAs exist but they should be aware of the benefits.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter, and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check.
Josh Jalinski, The Financial Quarterback, is joined by Bob Carlson, the #1 expert on retirement, estate planning, social security, annuities, retirement planning, senior living, IRAs, and Estate Planning.
Bob Carlson is the editor of the monthly newsletter, Retirement Watch, the monthly video series, Retirement Watch Spotlight, and a weekly free e-letter, Retirement Watch Weekly. In these, he provides independent, objective research covering all the financial issues of retirement and retirement planning.
Bob has now also launched an exclusive new service – Lifetime Retirement Protection Program – which gives members the tools and knowledge to maximize their retirement finances for the rest of their lives.
His latest book is called Retirement Watch: The Essential Guide to Retiring in the 2020s.
In this segment, Bob and Josh talk about how to counteract the retirement money grab by Congress.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter, and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check.
Josh Jalinski, The Financial Quarterback, is joined by Bob Carlson, the #1 expert on retirement, estate planning, social security, annuities, retirement planning, senior living, IRAs, and Estate Planning.
Bob Carlson is the editor of the monthly newsletter, Retirement Watch, the monthly video series, Retirement Watch Spotlight, and a weekly free e-letter, Retirement Watch Weekly. In these, he provides independent, objective research covering all the financial issues of retirement and retirement planning.
Bob has now also launched an exclusive new service – Lifetime Retirement Protection Program – which gives members the tools and knowledge to maximize their retirement finances for the rest of their lives.
His latest book is called Retirement Watch: The Essential Guide to Retiring in the 2020s.
In this segment, Bob and Josh talk about plans for end-of-life issues and long-term care.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter, and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check.
Josh Jalinski, The Financial Quarterback, is joined by Bob Carlson, the #1 expert on retirement, estate planning, social security, annuities, retirement planning, senior living, IRAs, and Estate Planning.
Bob Carlson is the editor of the monthly newsletter, Retirement Watch, the monthly video series, Retirement Watch Spotlight, and a weekly free e-letter, Retirement Watch Weekly. In these, he provides independent, objective research covering all the financial issues of retirement and retirement planning.
Bob has now also launched an exclusive new service – Lifetime Retirement Protection Program – which gives members the tools and knowledge to maximize their retirement finances for the rest of their lives.
His latest book is called Retirement Watch: The Essential Guide to Retiring in the 2020s.
In this segment, Bob talks about how we might be able to solve the income gap.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter, and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check.
Josh Jalinski, The Financial Quarterback, is joined by Bob Carlson, the #1 expert on retirement, estate planning, social security, annuities, retirement planning, senior living, IRAs, and Estate Planning.
Bob Carlson is the editor of the monthly newsletter, Retirement Watch, the monthly video series, Retirement Watch Spotlight, and a weekly free e-letter, Retirement Watch Weekly. In these, he provides independent, objective research covering all the financial issues of retirement and retirement planning.
Bob has now also launched an exclusive new service – Lifetime Retirement Protection Program – which gives members the tools and knowledge to maximize their retirement finances for the rest of their lives.
His latest book is called Retirement Watch: The Essential Guide to Retiring in the 2020s.
In this segment, Bob and Josh discuss annuities and why people should consider them for their retirement.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter, and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check.
Josh Jalinski, The Financial Quarterback, is joined by Bob Carlson, the #1 expert on retirement, estate planning, social security, annuities, retirement planning, senior living, IRAs, and Estate Planning.
Bob Carlson is the editor of the monthly newsletter, Retirement Watch, the monthly video series, Retirement Watch Spotlight, and a weekly free e-letter, Retirement Watch Weekly. In these, he provides independent, objective research covering all the financial issues of retirement and retirement planning.
Bob has now also launched an exclusive new service – Lifetime Retirement Protection Program – which gives members the tools and knowledge to maximize their retirement finances for the rest of their lives.
His latest book is called Retirement Watch: The Essential Guide to Retiring in the 2020s.
In this segment, Bob and Josh talk about how retirees can make the best of Medicare
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter, and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check.
Josh Jalinski, The Financial Quarterback, is joined by Bob Carlson, the #1 expert on retirement, estate planning, social security, annuities, retirement planning, senior living, IRAs, and Estate Planning.
Bob Carlson is the editor of the monthly newsletter, Retirement Watch, the monthly video series, Retirement Watch Spotlight, and a weekly free e-letter, Retirement Watch Weekly. In these, he provides independent, objective research covering all the financial issues of retirement and retirement planning.
Bob has now also launched an exclusive new service – Lifetime Retirement Protection Program – which gives members the tools and knowledge to maximize their retirement finances for the rest of their lives.
His latest book is called Retirement Watch: The Essential Guide to Retiring in the 2020s.
In this segment, Bob and Josh talk about how retirees can make the best of Social Security.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter, and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check.
Josh Jalinski, The Financial Quarterback, is joined by Bob Carlson, the #1 expert on retirement, estate planning, social security, annuities, retirement planning, senior living, IRAs, and Estate Planning.
Bob Carlson is the editor of the monthly newsletter, Retirement Watch, the monthly video series, Retirement Watch Spotlight, and a weekly free e-letter, Retirement Watch Weekly. In these, he provides independent, objective research covering all the financial issues of retirement and retirement planning.
Bob has now also launched an exclusive new service – Lifetime Retirement Protection Program – which gives members the tools and knowledge to maximize their retirement finances for the rest of their lives.
His latest book is called Retirement Watch: The Essential Guide to Retiring in the 2020s.
In this segment, Bob offers his thoughts about what to tell retirees who are looking for opportunities in such a volatile market.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter, and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check.
Josh Jalinski, The Financial Quarterback, is joined by Bob Carlson, the #1 expert on retirement, estate planning, social security, annuities, retirement planning, senior living, IRAs, and Estate Planning.
Bob Carlson is the editor of the monthly newsletter, Retirement Watch, the monthly video series, Retirement Watch Spotlight, and a weekly free e-letter, Retirement Watch Weekly. In these, he provides independent, objective research covering all the financial issues of retirement and retirement planning.
Bob has now also launched an exclusive new service – Lifetime Retirement Protection Program – which gives members the tools and knowledge to maximize their retirement finances for the rest of their lives.
His latest book is called Retirement Watch: The Essential Guide to Retiring in the 2020s.
In this segment, Bob and Josh talk about whether Congress is likely to cut Social Security benefits or if they'll just increase payroll taxes.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter, and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check.
Josh Jalinski, The Financial Quarterback, is joined by Bob Carlson, the #1 expert on retirement, estate planning, social security, annuities, retirement planning, senior living, IRAs, and Estate Planning.
Bob Carlson is the editor of the monthly newsletter, Retirement Watch, the monthly video series, Retirement Watch Spotlight, and a weekly free e-letter, Retirement Watch Weekly. In these, he provides independent, objective research covering all the financial issues of retirement and retirement planning.
Bob has now also launched an exclusive new service – Lifetime Retirement Protection Program – which gives members the tools and knowledge to maximize their retirement finances for the rest of their lives.
His latest book is called Retirement Watch: The Essential Guide to Retiring in the 2020s.
In this segment, Josh and Bob discuss the idea of private accounts so that payroll taxes can go into index funds or mutual funds that you can control on your own.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter, and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check.
Josh Jalinski, The Financial Quarterback, is joined by Bob Carlson, the #1 expert on retirement, estate planning, social security, annuities, retirement planning, senior living, IRAs, and Estate Planning.
Bob Carlson is the editor of the monthly newsletter, Retirement Watch, the monthly video series, Retirement Watch Spotlight, and a weekly free e-letter, Retirement Watch Weekly. In these, he provides independent, objective research covering all the financial issues of retirement and retirement planning.
Bob has now also launched an exclusive new service – Lifetime Retirement Protection Program – which gives members the tools and knowledge to maximize their retirement finances for the rest of their lives.
His latest book is called Retirement Watch: The Essential Guide to Retiring in the 2020s.
In this segment, Bob and Josh discuss how the peak Baby Boomers will turn 65 in 2024 and how this will likely increase the pressure on already restrained retirement programs.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter, and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check.
Josh Jalinski, The Financial Quarterback, is joined by John D. Spooner, the only investment advisor/novelist in America. His best-selling nonfiction includes Confessions of a Stockbroker, Smart People, Sex and Money, and novels including Class and The Foursome.
Mr. Spooner watches over assets for over two thousand clients all over America and the world. He's a graduate of Harvard and has been a contributing editor for Worth magazine, and the business editor of Boston Magazine. His new book, No One Ever Told Us That: A Grandfather’s Letters on Life and Money was recently published. The Improper Bostonian magazine voted him “Boston’s best investment advisor.” Barron’s has named him one of the ‘100 Best Investment Advisors in America.’
In this segment, John takes a caller's questions about the retail stock market and option trading from home and how that could affect the market.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter, and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check.
Josh Jalinski, The Financial Quarterback, is joined by John D. Spooner, the only investment advisor/novelist in America. His best-selling nonfiction includes Confessions of a Stockbroker, Smart People, Sex and Money, and novels including Class and The Foursome.
Mr. Spooner watches over assets for over two thousand clients all over America and the world. He's a graduate of Harvard and has been a contributing editor for Worth magazine, and the business editor of Boston Magazine. His new book, No One Ever Told Us That: A Grandfather’s Letters on Life and Money was recently published. The Improper Bostonian magazine voted him “Boston’s best investment advisor.” Barron’s has named him one of the ‘100 Best Investment Advisors in America.’
In this segment, John makes a suggestion as to when it's a good time to reach out to employers when you're looking for a job and when it's a bad time.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter, and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check.
Josh Jalinski, The Financial Quarterback, is joined by John D. Spooner, the only investment advisor/novelist in America. His best-selling nonfiction includes Confessions of a Stockbroker, Smart People, Sex and Money, and novels including Class and The Foursome.
Mr. Spooner watches over assets for over two thousand clients all over America and the world. He's a graduate of Harvard and has been a contributing editor for Worth magazine, and the business editor of Boston Magazine. His new book, No One Ever Told Us That: A Grandfather’s Letters on Life and Money was recently published. The Improper Bostonian magazine voted him “Boston’s best investment advisor.” Barron’s has named him one of the ‘100 Best Investment Advisors in America.’
In this segment, John talks about what to do when clients don't know when or don't know how to invest.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter, and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check.
Josh Jalinski, The Financial Quarterback, is joined by John D. Spooner, the only investment advisor/novelist in America. His best-selling nonfiction includes Confessions of a Stockbroker, Smart People, Sex and Money, and novels including Class and The Foursome.
Mr. Spooner watches over assets for over two thousand clients all over America and the world. He's a graduate of Harvard and has been a contributing editor for Worth magazine, and the business editor of Boston Magazine. His new book, No One Ever Told Us That: A Grandfather’s Letters on Life and Money was recently published. The Improper Bostonian magazine voted him “Boston’s best investment advisor.” Barron’s has named him one of the ‘100 Best Investment Advisors in America.’
In this segment, John gives his suggestions for how people can stand out in job applications, write great resumes and brand themselves professionally.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter, and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check.
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