

#556 FULL BLUEPRINT: How To Build LASTING Wealth In 2025 w/ Josh Jalinski
8 snips Dec 31, 2024
Josh Jalinski, a seasoned financial advisor and host of the Financial Quarterback podcast, shares vital insights for business owners seeking financial stability. He highlights the importance of annual life insurance reviews and proactive financial planning, especially during busy seasons. Josh emphasizes cash value life insurance as a wealth-building tool and discusses the significance of diversifying investments. Personal stories illustrate how strategic planning can lead to significant wealth, while he stresses the need for ongoing communication with advisors.
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Proactive Advisors
- Find a proactive tax advisor who focuses on planning, not just tax preparation.
- If your financial advisor isn't busy in December, find a new one.
Financial Quarterback
- Business owners need a central “quarterback” advisor to coordinate their financial team.
- This quarterback can be a financial advisor, tax advisor, or attorney, but they must understand all aspects.
Jim's $8 Million Retirement
- Josh Jalinski tells a story of "Jim," who built an $8 million retirement fund despite not having a lucrative business exit.
- Jalinski encouraged Jim to diversify investments, including Bitcoin, stocks, and real estate.