Holistic Financial Planning with Josh Jalinksi

Guest: Josh Jalinski


Description: Host Jordan Goodman talks with financial advisor and investment specialist Josh Jalinksi about the importance and value of holistic financial planning, particularly over time. Holistic financial planning can combine financial planning, life goals and comprehensive planning. Jalinksi and Goodman discuss common money mistakes people make, why they happen and what you can do to prevent them as well as tax mitigation strategies that can be implemented to help maximize financial strength.

Guest Bio: Josh Jalinski has been selected as a Five Star Wealth Manager in 2012, 2013, 2014, and 2015. He was named as an Advisor of the Year finalist (only 5 are selected each year in the country) by Senior Market Advisor August 2010 magazine, a leading financial industry publication. He has also been selected for the Top of the Million Dollar Round Table, an association of financial professionals. Josh has attained elite status in the Top of the Table for eight years (only the top one-tenth of 1% make this category). Josh teaches people how they may be able to lower risk, minimize taxes, and maximize wealth! Josh is the host of the popular Financial Quarterback TM Show. He has been featured as an expert guest on numerous media sources including CNBC, Fox Business News, CBS News, and Bloomberg.

URL: www.jalinski.org/

«Thank you for speaking at our Winter Retreat on December 12th. Your presentation on personal finance was very well received by our members. »
- Ken Murphy, Director Training and Director Training and Recruiting - Cory Ludens/Management Development Coordinator - Mattress Firm
«Thank you for the lively and informative presentation on “How to Get Your Financial Act Together.” »
- Helen Reilly, Deputy Assistant Commissioner, Office of Retail, Department of the Treasury Bureau of the Public Debt