The Financial Quarterback® Podcast with Josh Jalinski Josh Jalinski

Are you leveraging advanced strategies to maximize your charitable donations? In part two of this series, Josh delves deeper into sophisticated charitable giving techniques that can enhance your philanthropic impact while providing significant tax benefits. Building on the foundations laid in part one, this episode explores advanced methods such as Qualified Charitable Distributions (QCDs), Donor-Advised Funds (DAFs), and charitable trusts.

Josh breaks down how these strategies support your favorite causes while offering tax advantages. He shares advice on setting budget-friendly charitable goals and managing contributions efficiently. The episode also highlights the benefits of donating appreciated assets like stocks or property to boost tax efficiency.

Plus, in "Extra Points," Josh welcomes callers, like Terrence Yang from Swan Bitcoin, to discuss the nuances of donating cryptocurrency, particularly Bitcoin, and the financial advantages of integrating such assets into your charitable activities.

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How can you achieve a stress-free financial life? In this episode, Josh Jalinski sits down with Jared Dillian, the editor of the Daily Dirt Nap and a seasoned investment strategist. Jared shares his expert insights on the latest stock market movements, the impact of recent inflation updates, and strategic approaches to managing investment volatility.

Josh and Jared delve into the dynamics of large-cap tech stocks, small-cap value trades, and the shifting yield curve. Jared introduces his innovative "Awesome Portfolio," a diversified investment strategy designed to minimize financial stress. He shares practical advice from his book No Worries: How to Live a Stress-Free Financial Life, focusing on alleviating financial anxiety caused by debt and risk. The conversation also touches on Jared's experiences working at Lehman Brothers during its collapse, the relevance of Kondratiev waves and Elliott wave theory, and the future of weight loss drugs and their market implications.

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Are you maximizing the impact of your charitable donations? In part one of this two-part series, Josh explores the concept of tithing and how to choose the right charities to boost your financial portfolio. Josh delves into the financial and moral benefits of charitable giving, sharing personal stories and expert advice.

Josh discusses the importance of selecting IRS-recognized 501c3 charities to ensure your donations are tax-deductible. He also emphasizes aligning your charitable choices with your values and experiences to make your giving more meaningful. From donor-advised funds to charitable trusts, learn how strategic giving can work harder for you while supporting causes you care about.

Plus, in "Extra Points," Josh and his team share personal reflections on childhood poverty, the embarrassment it can bring, and the impact of parental sacrifice on financial planning and generosity.

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Charity Navigator - charitynavigator.org

Candid's GuideStar - guidestar.org

GiveWell - givewell.org

Are financial norms changing post-COVID? In this episode, Josh chats with with Felix Salmon, Chief Financial Correspondent at Axios and host of Slate Money. They dive into Felix's unconventional journey from studying art history to becoming a prominent financial journalist. The discussion explores Felix's insights from his book, The Phoenix Economy, examining how the COVID-19 pandemic has radically altered work, life, and financial landscapes.

Josh and Felix analyze the significance of the bond market as a vital indicator of economic health, contrasting it with the more volatile stock market. They also discuss the evolving dynamics of residential and commercial real estate in the wake of the pandemic, including the increasing demand for home offices and the risks associated with commercial property investments.

The conversation shifts to the rise of meme stocks and their reflection of a generational shift in investment strategies. Felix shares his views on the ethical concerns surrounding donor advised funds (DAFs), questioning whether financial advisors should profit from managing charitable funds. The episode concludes with a debate on New York City's congestion pricing and its broader economic implications.

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Can Tesla maintain its edge amidst rising competition and internal challenges? Josh tackles this issue by delving into Tesla's current market dynamics, focusing on the stiff competition from BYD and the ongoing delays in Cybertruck deliveries. He also explores Elon Musk's ambitious plans for Tesla, including the much-hyped RoboTaxi event, and what these developments mean for investors.

Josh shares his personal experiences with Tesla's service quality and discusses how these issues might impact consumer sentiment and market share. He analyzes the broader EV market, comparing Tesla with its competitors and discussing innovations in charging infrastructure.

Plus, in "Extra Points," Josh tackles a caller's question about the viability of robo advisors, weighing the benefits of automated platforms against human-led advisory services.

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Are you prepared for a worry-free retirement? In this episode, Josh Jelinski sits down with the renowned Coach Pete (Peter J. Daruda), founder of Capital Financial Advisory Group and host of "The Financial Safari," to delve into financial planning and retirement strategies.

Josh and Coach Pete discuss the critical importance of lifetime income planning and developing a financial strategy tailored to individual needs. They dive into tax planning, balancing risk and safety, and maintaining purchasing power amidst inflation. The two explore common myths around annuities, the significance of diversification, and strategies for a happy retirement.

Coach Pete also shares personal stories and insights from his 32 years in the finance industry, including his journey from dinner seminars to hosting a nationally syndicated radio show. Josh & Pete also touch on the benefits and challenges of taking a trial retirement and finding joy in helping others achieve financial happiness.

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