J&J Show
Welcome to The J&J Show with Josh Yoskosky and Joe Simon of YTS Wealth Management. Two wealth managers breaking down real-life money talk, sharing their experiences in the industry, and explaining it all in plain English, so you can feel confident about your financial future, one episode at a time. No jargon. Just real talk.
Podcasting since 2025 • 10 episodes
J&J Show
Latest Episodes
Episode 9 | Getting Ready for the New Year: Financial Planning, Scheduling & Office Operations
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...
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Season 1
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Episode 9
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21:54
Episode 8 | Tax Loss Harvesting Explained
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! 📈🔥
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14:04
Episode 7 | PART II | What Advisors Are Seeing as Q4 Unfolds
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 unf...
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Season 1
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Episode 8
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23:15
Episode 7 | What Advisors Focus on Going Into Q4
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 mi...
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Season 1
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Episode 7
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18:53
Episode 6 | Breaking Down the Big Questions: Broker Dealers, AI & More
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 discu...
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Season 1
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Episode 6
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25:31