In this episode, we welcome Bob Stein, Deputy Chief Economist at First Trust Advisors, to discuss the outlook for economic growth, why inflation is something investors should always keep an eye on, and how AI could shape the economy in the years ahead. We dive deeper into broader macro trends, market outlook, and the long-term forces influencing the economy.

A new year means new goals, and a lot of preparation behind the scenes.

In Episode 9 of The J&J Show, Josh and Joe walk through how they prepare for the new year, from financial management planning to handling key administrative items at the Arlington office.

They also discuss kicking off a new round of client scheduling and why organization and consistency are critical to starting the year strong.

Whether you’re a business owner or just curious what goes into running an efficient financial office, this episode gives a real look at the systems that set the tone for success.

▶️ Watch now and get ready for the year ahead.

Join Joshua R. Yoskosky and Joseph Simon, CIMA® as they break down tax loss harvesting, what it is, why it matters, and how it can benefit investors.

Tune in now! 📈🔥

Episode 7 Plus | What Advisors Are Seeing as Q4 Unfolds Part II

Episode 7 Plus is here! In this follow-up to “What Advisors Focus on Going Into Q4,” Josh and Joe dive deeper into how advisors are adapting as the quarter unfolds.

🎙️ Tune in for fresh insights, real-world stories, and a look ahead at what’s next for the rest of the year.

👉Watch now and don’t forget to subscribe for more episodes of The J&J Show.

#JJShow #Podcast #Finance #WealthManagement #Q4Trends

Episode 7 of the J&J Show is here! 📊

Josh and Joe dive into the key things financial advisors think about as we head into the fourth quarter of the year. From year-end planning to client strategies, they break down what’s on their minds to finish strong.

👉 Tune in and get an inside look at an advisor’s perspective going into Q4!

Josh and Joe are back answering your most asked questions about life as a financial advisor. From “Who’s your broker dealer?” to the rise of AI in finance (and a few curveballs in between). This episode packs in insight, laughs, and great discussions. 💼🤖

On Episode 5 of the J&J Show, Josh & Joe break down one of the most commonly asked questions in the industry and clear up the misconceptions around financial management fees. 💼📊

🎧 Tune in now and get the answers you’ve been looking for!

#JJShow #FinancialManagement #MoneyTalks #Podcast

In this episode, financial managers Joe Simon & Josh Yoskosky break down the most common and important questions people ask their financial advisor.

Whether you're just getting started or looking to optimize your wealth strategy, tune in to hear our honest guidance we give to clients every day.

Got a question we didn’t cover? Drop it in the comments!