A(z) Planning To Retire csatorna legjobb podcastjai (2025)

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Ep 145 | Debt, Savings, or Expenses? How to Know What to Focus On First 16:31

12h ago16:31

16:31

Clarity with where your money is going today is essential to you achieving your retirement goal. If you are worried about how to reach retirement or how to save enough money this episode will help you understand if you should be reducing expenses, paying off debt, or doubling down on savings. What you’ll learn: ✅ How to evaluate your current financ…

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Ep 144 | Why Comparing Your Finances Is Keeping You Stuck 14:46

5d ago14:46

14:46

Ever feel like you’re falling behind financially no matter how hard you work or how much you accomplish? In this episode, I’m sharing the story of a client who went from stuck in comparison mode to building real confidence and momentum with her money. She was running a thriving business, yet felt like a failure because she kept measuring herself ag…

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The Retail Trading Boom: Bubble or Breakthrough? 19:04

7d ago19:04

19:04

Retail traders are reshaping Wall Street, AI-driven tools are fueling market momentum, and margin debt has crossed $1 trillion... But is this bullish enthusiasm or the next bubble in the making? Josh breaks down what’s behind the surge, the risks of leveraged trading, and why human judgment still matters in an AI-driven investing world. Can't get e…

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Ep 143 | How Can I Budget Better? Stop Fighting Your Money System 16:50

8d ago16:50

16:50

If you’ve ever thought, “What’s wrong with me? Why can’t I figure this money thing out?” Inside this episode, I dive into why smart, capable women still feel stuck, stressed about money, and behind when it comes to budgeting and saving. Spoiler: It’s not about more discipline or more knowledge, it’s about finding a budgeting system that fits who yo…

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Ep 142 | Worried About Retirement? The One Step To Change Everything 16:03

12d ago16:03

16:03

You’re worried about retirement but yet you haven’t changed what you’re doing with your money. Are you hoping your retirement will magically work out, even though you don’t use a budget and you have no idea where your money’s going? In this episode, I’m calling out the real reason you’re stuck and the one step that can change everything. What You’l…

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Everyday Habits That Build Extraordinary Wealth 32:03

12d ago32:03

32:03

Do you know an “everyday millionaire”? Someone who built financial independence through simple habits like saving consistently, driving modest cars, and resisting the pressure to keep up with the Joneses? Today Josh is unpacking the real path to wealth: not windfalls, not luck, but steady discipline. Plus, Josh turns to the next generation, sharing…

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Ep 141 | 5 Smart Tips for Saving for Retirement Without Sacrificing Joy 19:40

15d ago19:40

19:40

If saving for retirement feels like one big question mark, this episode is for you. In this episode, I am sharing 5 tips for saving for retirement specifically to help you save more. So if you’re looking for ways on how to save enough for retirement, these tips are for you. Some might sound familiar, but I promise a few will surprise you. What You’…

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Ep 140 | Starting Late? Here’s How to Save for Retirement at 40 14:04

19d ago14:04

14:04

Feeling like you’re late to the savings game? I promise, it’s not too late. This episode is all about how to start saving for retirement. Whether you’ve saved a little or not at all, we’re going back to the basics so you can consistently save for retirement at 40. What You’ll Learn: ✅ Why saving for retirement at 40 (or even 50) is still possible ✅…

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Making Your Money Work for You in Retirement 42:51

20d ago42:51

42:51

From dividend stocks to reverse mortgages, annuities, and even little-known strategies like Qualified Longevity Annuity Contracts, Josh breaks down 11 ways to turn your nest egg into steady paychecks for life. Plus, we debunk reverse mortgage myths and share tips to maximize income, reduce taxes, and secure your retirement future. Can't get enough …

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Ep 139 | 4 Things To Know About Retirement Planning 14:12

22d ago14:12

14:12

Are you doing enough for retirement? You may be thinking, how do I start my retirement process. Retirement isn’t just about saving money there’s definitely some other things to know about retirement. In this episode, I share with you four (4) things you need to know about retirement planning that go beyond just contributing to your 401(k). What You…

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Ep 138 | Why Am I Bad With Money? 4 Mindset Shifts to Help You Move Forward 17:55

26d ago17:55

17:55

Why am I bad with money? If you’ve ever asked yourself that question or told yourself “I’m just bad with money”, this episode is for you. The truth: it’s not a lack of tools or knowledge that keeps you stuck. More often, it’s shame. And that shame keeps you frozen, second-guessing every decision and avoiding the very habits that could help you grow…

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Why the Fed’s Next Move Could Shake Your 401(k) 45:26

26d ago45:26

45:26

With sharp revisions to the May and June jobs reports and growing pressure for rate cuts, Josh dissects what this could mean for interest rates, inflation, and your portfolio. Josh also explores why President Trump might be trying to shift blame ahead of a possible downturn, critiques the Federal Reserve’s role in the economy, and the discussion tu…

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Is It Time to Let Your Financial Hair Down? 45:57

28d ago45:57

45:57

From smart retirement planning to the realities of car leasing, Josh is covering it all. He does a deep dive into how strategic income planning can slash your tax bill in retirement and even shares practical tips on stretching IRA benefits, the pros and cons of leasing vs. owning a car, and how real estate investments can play a role in tax strateg…

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Ep 137 | How to Stop Overspending Money When Tracking Isn’t Enough 15:19

29d ago15:19

15:19

How do you stop overspending money even when you’re tracking and knowing where your money is going? Control happens at the decision-making stage not when you review your expenses and “see your overspending”. This episode will help you understand why knowing where your money goes isn’t the same as being in control and what you should do instead to h…

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Retirement Mistakes You Can’t Afford to Make 41:15

1M ago41:15

41:15

Breaking down the surprising ways retirees can optimize income and reduce taxes in light of the new “One Big Beautiful Bill.” From the real value of annuities and dividend strategies to decoding the new senior deduction, Josh brings clarity to the confusing world of retirement planning. Plus, hear his hot takes on Trump’s latest EU trade moves, the…

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Ep 136 | How to Invest for Retirement (After You Do This First) 15:15

1M ago15:15

15:15

Thinking about investing for retirement? Don’t skip the most important first step. Before you put money in the market, you need a plan that protects your future and your peace of mind. If you’re wondering how to invest for retirement or where to start investing with little money, this episode will guide you through the three smart steps to take bef…

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What Are Meme Stocks? An In-Depth Look at Trendy Investing 39:36

1M ago39:36

39:36

From choosing between term and whole life insurance to deciding whether to rent or buy, Josh breaks down real-life scenarios and offers practical tips. He also discusses meme stocks vs. 401(k)s, the value of working with a financial advisor, and the overlooked risks in estate planning. Plus, learn about Roth conversion strategies, protecting your w…

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Ep 135 | Saving for Retirement at 40? Budgeting Isn’t Enough 16:18

1M ago16:18

16:18

If you feel like you’re late to the retirement game and don’t have much saved… you’re not alone. But here’s the truth. This isn’t just about balancing bills and savings anymore. You’re on a mission and every dollar you spend (or save) matters. The solution isn’t another tight budget. It’s clarity, alignment, and strategy. In This Episode, You’ll Le…

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How to Think Like a Smart Investor in the Age of AI and Bitcoin 43:22

1M ago43:22

43:22

Is President Trump’s $92 billion AI and energy initiative a visionary investment, or a fiscal time bomb? Josh breaks down what the AI investment plan could mean for tech, energy, and your portfolio. Plus, Josh tackles the rise of Bitcoin ETFs, explains what actually backs crypto, and shares key lessons from Gene Hackman’s estate mess on why proper …

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Ep 134 | How to Start a Side Hustle That Makes Money w/Chloe Winstanley 21:50

1M ago21:50

21:50

If you’ve ever thought, “I need a side hustle” or “What side hustle can I do?”, this episode is packed with inspiration and practical advice. My guest, Chloe Winstanley, shares how she turned her passion for crafting into a successful side business. What started as selling polymer clay earrings online during the pandemic has now grown into hosting …

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Ep 133 | How to Create a Budget and Stick to It (Even When Life Goes Off Track) 18:33

1M ago18:33

18:33

You’re trying your best to budget, but every month you overspend at least one category, right? But let me ask you, did you create your budget with a crystal ball? If you’ve ever given up on budgeting because “it never goes to plan,” this one’s for you. In this episode, I’m sharing 3 powerful mindset shifts and practical steps that will help you bui…

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There is No Such thing as the American Retirement 23:53

1M ago23:53

23:53

Send us a text Episode Description In this eye-opening episode, Brandon challenges everything you thought you knew about retirement in America. Through historical context and current data, he reveals why the concept of "American Retirement" is actually a myth – and what that means for your financial planning strategy. Key Takeaways The average Amer…

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Ep 132 | How to Spend Wisely and Save Money For Retirement 18:42

2M ago18:42

18:42

Have you ever felt guilty for spending money on something you love because you think it’s keeping you from being successful with money? It’s not about how to spend less and save more, but how to spend money without guilt. Here’s what you’ll learn: ✅ Why skipping the $5 coffee isn’t the answer and what actually helps you save money for retirement ✅ …

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Is the 60/40 Portfolio Dead? Four New Strategies for Retirement 24:03

2M ago24:03

24:03

Still betting your future on the classic 60/40 portfolio?You might want to rethink that. In this episode of The Financial Quarterback, Josh Jalinski divesinto the changing dynamics of retirement planning. With inflation, risingrates, and market volatility reshaping the game, Josh reveals four modernportfolio strategies that go beyond outdated finan…

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Ep 131 | What If One Thing Is Holding You Back from Retirement? 13:57

2M ago13:57

13:57

Feeling overwhelmed by everything you think you need to do before you retire? In this episode, I’m helping you calm that retirement anxiety by narrowing your focus. Instead of juggling a long list of to-dos, I’ll show you how choosing just one thing, like paying off your mortgage, can create momentum. Here’s what we’ll cover: ✅ How to acknowledge a…

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The Dark Side of Income Investing - What Could Go Wrong With Your Retirement Plan 33:44

2M ago33:44

33:44

Send us a text Ready for a reality check? While income-focused investing can be a cornerstone of retirement success, it's not the bulletproof strategy many believe it to be. In this eye-opening episode, host Brandon Roberts pulls back the curtain on the hidden risks that could derail your golden years. What You'll Discover The uncomfortable truth: …

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Ep 130 | The Beat of Personal Finance with Drew Boyer 22:43

2M ago22:43

22:43

In this episode, Drew Boyer, a CFP, shares his journey in the financial industry, the inspiration behind his book 'Hip Hop X Finance,' and practical advice for managing personal finances. ✅ The Inspiration Behind 'Hip Hop x Finance' ✅ Financial Lessons from Hip Hop ✅ Drew's Personal Financial Struggles ✅ Financial Education and Early Lessons ✅ Advi…

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Big Beautiful Law and how it may affect You 38:38

2M ago38:38

38:38

In this episode, Josh takes a peek at the new law andprovides some insights of how this may affect you and your family. He breaks down the intricacies of the latest tax legislation, the Big Beautiful Bill. He dives into the bill's impact on estate planning, individual taxes, and business provisions, offering practical advice on how to leverage thes…

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Ep 129 | Can We Retire Sooner Than Planned? 16:30

2M ago16:30

16:30

What if your spouse, or even you, wants to retire sooner than planned? In this episode, I’m walking you through what to consider before saying yes to early retirement and how to start running the numbers. If you’ve ever asked yourself, “How do I know if I can retire?”, you’re in the right place. In this episode, you’ll learn: ✅ 3 questions to explo…

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Best Strategies to Avoid Running out of Money in Retirement 39:18

2M ago39:18

39:18

Send us a text The #1 Fear Every Retiree Faces (And How to Conquer It) What if your retirement savings could last forever? That haunting question—"Will I run out of money?"—keeps more retirees awake at night than any other financial concern. But what if there was a surprisingly simple solution hiding in plain sight? In this eye-opening episode of Y…

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Ep 128 | You’ve Been Told to Save for Retirement...Now What? 13:48

2M ago13:48

13:48

You’ve been told to save for retirement and then just retire. But what about everything in between? What should you be doing now to make sure retirement actually happens? In this episode, I’ll share 3 steps to start your retirement planning process today. In this episode, you’ll learn: ✅ What is retirement planning ✅ How to get clear on your curren…

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Ep 127 | Believe You Can Retire And You Will 15:33

2M ago15:33

15:33

You want to retire, but the more you think about it, the more worried you become. Some days, you find yourself doubting retirement altogether. In this episode, I share why I stand by the belief that if you believe you can, you will. This episode will help you get unstuck and find a way to take action. In this episode, you’ll learn: ✅Why doubt is th…

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Should You Buy an Annuity? The Truth Behind America's Most Controversial Retirement Product 30:30

2M ago30:30

30:30

Send us a text 🎯 The Big Question Everyone's Asking You've heard the heated debates. Financial advisors are split down the middle. Some call annuities the "worst financial product ever created," while others swear they're retirement game-changers. Meanwhile, Americans just bought over $434 billion worth of annuities in 2024 alone – that's nearly 50…

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Ep 126 | The #1 Thing Sabotaging Your Savings (and How to Fix It) 17:30

2M ago17:30

17:30

Tired of surprise expenses stealing your savings? Learn how the sinking fund approach can protect your savings and get you back on track for retirement. Increasing your financial stability is key to reaching financial freedom. What You’ll Learn in This Episode: •Why unexpected expenses are the biggest stumbling block to retirement •How the sinking …

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Social Security, What's the REAL Best Age to Begin Receiving Income Benefits? 30:10

2M ago30:10

30:10

Send us a text What if everything you've been told about Social Security timing is wrong? The financial world has been singing the same tune for years: delay Social Security until age 70 for maximum benefits. But host Brandon Roberts is here to challenge that conventional wisdom with a reality check that might change how you think about your retire…

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Can Policy Save America’s Aging Population? w/ Teresa Ghilarducci (Economist) 1:01:22

3M ago1:01:22

1:01:22

What do today’s tax policies really mean for the future of Social Security and retirement? Economist Teresa Ghilarducci joins Josh to break down a wave of new proposals, including the Trump-backed MAGA accounts and tax cuts on tips and Social Security income. Together, they dig into what these changes signal for long-term economic stability, especi…

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Ep 125 | What If You’re Closer to Retirement Than You Think? 15:23

3M ago15:23

15:23

Think you’re not ready to retire? That fear might be lying to you. Tune in and find out why you could be closer than you think. It's time to tell that little voice in your head that you're ready to do this! What You’ll Learn in This Episode: •A simple 3-part check to determine if you’re ready to retire •The truth about saving for retirement, even i…

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Another Man's Transition to Income-Focused Investing 29:00

3M ago29:00

29:00

Send us a text Guest: Justin Snider - Government contractor from California, US Air Force veteran, and former Series 7 licensed trader who recently transitioned to income-focused investing just 3.5 months ago. Follow his journey at @401k_income on Instagram. The Discovery and Transition Justin's journey into income-focused investing began with a si…

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Gold, Uranium, and Global Escape Routes w/ Doug Casey (International Man) 55:30

3M ago55:30

55:30

What happens when you stop thinking nationally and start thinking globally? Josh sits down with legendary investor and bestselling author Doug Casey for a conversation that spans borders, currencies, and ideologies. Doug shares his journey from early investment risk-taker to global citizen, offering sharp takes on the future of bitcoin, the real va…

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