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.
Episodes
11 episodes
Episode 10 | AI, Inflation & the Economy: Insights from First Trust’s Bob Stein
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 year...
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Season 1
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Episode 10
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39:07
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
Episode 5 | Ever Wonder How Financial Managers Get Paid?
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 loo...
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Season 1
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Episode 5
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27:22
Episode 4 | Real Questions, Real Advice: What to Ask Your Financial Advisor 💼
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 strat...
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Season 1
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Episode 4
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30:33
Episode 3 | What Your Financial Advisor Isn't Telling You
In this episode of the J&J Show, we’re breaking down what it really means to be a fiduciary and why that’s just the starting point. 💼If you’ve ever wondered what your financial advisor might be leaving out, this one’s for you.
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Season 1
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Episode 3
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25:15
Episode 2 | The Power of Personalized Service
Welcome to Episode 2 of the J&J Show! This week, we're breaking down why personalized service is at the heart of everything we do at YTS Wealth and why it matters more than ever in today’s financial world.🔔 Subscribe fo...
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Season 1
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Episode 2
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39:33
Episode 1 | The J&J Show | Wealth Made Simple
Join Josh Yoskosky and Joe Simon, wealth managers at YTS Wealth Management, as they pull back the curtain on the world of finance.The J&J Show is all about honest conversations, real experiences, and making money management ...
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Season 1
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Episode 1
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33:58