Saturday July 4, 2026 - Radio Show What should you be reviewing halfway through the year to keep your retirement plan on track? Could artificial intelligence be creating the next dot-com investing bubble? And after spending decades building wealth, is it actually possible to save too much? On this week's episode of The Financial Quarterback radio show, Josh Jalinski tackles some of today's biggest financial questions, from conducting a mid-year financial checkup to understanding how government debt and inflation affect your everyday life. He also explores whether investors are getting caught up in AI hype, draws lessons from the dot-com era, and explains why one of the biggest retirement risks may not be running out of money, but never giving yourself permission to enjoy it. Whether you're preparing for retirement, managing investments, or simply looking to make smarter financial decisions, this episode is packed with practical strategies to help you build a more coordinated financial plan that's designed to withstand whatever the economy throws your way. Topics Covered: Your 7-point mid-year financial checkup and why July is the perfect time to review your plan How portfolio drift can quietly increase your investment risk Tax planning opportunities that disappear if you wait until tax season Retirement savings, beneficiary updates, estate planning, and other life changes that should trigger a financial review Why government debt matters, and how it impacts inflation, interest rates, taxes, and your purchasing power Why Josh calls inflation the "stealth tax" and who it hurts the most The AI investing boom: Are we witnessing the next dot-com bubble? What investors can learn from the winners and losers of the internet revolution How to participate in AI without letting fear of missing out derail your investment strategy Why diversification still matters in a world obsessed with artificial intelligence The surprising retirement risk of dying with too much money How to balance financial security with actually enjoying the wealth you've worked so hard to build Why coordinated planning—investments, taxes, retirement income, estate planning, and risk management—is the foundation of a Legendary Retirement Game Plan Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going!
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