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EP58 - Understanding Wealth Management and Personal Finance with Josh Jalinkski



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In today’s conversation, Josh Jalinkski unfolds wealth management and asset protection for high net worth individuals, as well as his thoughts on the current market conditions and where he sees the markets heading over the coming months.

ABOUT JOSH JALINSKI:
Josh Jalinski is the "Financial Quarterback". He is CEO of Jalinski Advisory Group Inc. and Wealth Quarterback LLC, a SEC Registered Investment Advisory firm that provides fiduciary fee based planning. Jalinski Advisory Group manages investments for their clients focusing on asset protection, income generation and tax mitigation strategies. Josh also broadcasts a radio talk show called, The Financial Quarterback on WOR 710 AM in NYC and on IheartRadio and Spotify internationally. Josh has been named in the Top 100 Financial Security Professionals in the country for two years in a row by Forbes, and he has also appeared on CNBC, Fox Business, CBS, Bloomberg, Cheddar, and other media outlets as a financial expert.

WHERE TO FIND JOSH JALINSKI:
→ Twitter: https://twitter.com/yourfinancialqb/
→ Website: https://www.jalinski.org/

WITHUM SMITH+BROWN SPONSORSHIP:
→ http://www.withum.com/crypto

Show Notes:
00:00:00 - Intro
00:02:24 – Withum Sponsor
00:05:09 - About Jalinski Advisory Group Inc
00:09:42 - Concentration Risk
00:16:52 - Performance and returns for their clients
00:24:42 - What is your investment strategy for clients?
00:36:48 - What are your thoughts on Dalio's "Cash is No Longer Trash"?
00:42:11 - Market Call of the Day
00:50:28 - The Bitcoin Question
01:08:18 - Annuity

WHERE TO FIND JAY GOULD:
→ Twitter: https://twitter.com/jaygould
→ Newsletter: http://letter.jaygould.com
→ YouTube: https://www.youtube.com/jaygouldshow

WHERE TO FIND THE JAY GOULD SHOW:
→ iTunes: https://apple.co/2XDtFqp
→ Spotify: https://spoti.fi/3ksPgL2
→ YouTube: https://bit.ly/2ZkCWV9
→ BuzzSpout: https://bit.ly/3nUnqJV
Category
Management
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