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June 2025

Trump’s Big Beautiful Bill:
What Retirees Need to Know Now

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PREVIOUS EPISODES

April 2025

Tariffs & Financial Planning for a Bumpy Ride!
(Hint: Resiliency is Key!)

March 2025

Is Market Volatility Freaking You Out?
Let’s Get Some Perspective!

February 2025

Learn About the New Social Security Fairness Act!

January 2025

FSR Wealth Market Report:
Looking Back and Ahead! Are You Prepared?

    December 2024

    Tariffs in 2025:
    A Look at Where We Are & Where We’re Going

    November 2024

    Politics: Red & Blue All Over.
    Smart Financial Planning? Evergreen!

    October 2024

    You Know What’s a Big Drag? Tax Drag.
    Find Out How to Avoid It!

    September 2024

    Yes, Interest Rates Matter to Your
    Investment Portfolio. Here’s Why!

    August 2024

    Market Volatility Got You Freaked?
    Don’t Make This Financial Mistake!

    July 2024

    Forecasting V. Expectations:
    How to Ride Out Unpredictable Times

    June 2024

    When It Comes to Retirement Planning, Cash is King, Right? Not Always & Here’s Why!

    May 2024

    Follow the Bouncing Ball! What’s Causing Market Volatility & Should Retirees React?

    April 2024

    Spring Has Sprung – And We’re Telling You Why Market Volatility is in Full Bloom!

    March 2024

    Thoughtful, Long-Term Investing is Your Best Bet – No Matter Who’s in the Oval Office!

    February 2024

    Ready to Own Your Retirement in 2024?
    Here’s What to Watch!

    January 2024

    Ready to Own Your Retirement in 2024?
    Here’s What to Watch!

    December 2023

    We’re finally bringing you some
    good news about interest rates!

    November 2023

    A 2023 year end market update to kick off your holidays!

    October 2023

    Diversification! Even when it’s not fun, it’s still smart financially. Here’s why!

    September 2023

    The Road Ahead: A Retiree’s Roadmap to What’s Left
    of the 2023 Stock Market

    August 2023

    Interest Rates Now & Ahead – Where Retirees Can Invest for Short & Long Term Gains

    July 2023

    2023 Mid-Year Financial Review:
    Where We’ve Been and Where We’re Headed

    June 2023

    Current Interest Rates and Your Money in Retirement

    May 2023

    Market, Inflation, and Debt Ceiling Update for Retirees

    Java with Josh logo

    What is Java with Josh?

    A monthly live stream where Josh will give a short financial update, followed by live Q&A! Oh yeah, don’t forget to bring the coffee!

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    What is Java with Josh (JwJ)?

    A monthly live stream where Josh will give a short financial update, followed by live Q&A!

    What topics will be covered?

    We’ll mostly be discussing topical happenings in the financial world, focusing on that which affects retirees.

    Is there a cost to join?

    Heck no!

    Will Dave be there? He’s my favorite!

    Heck yes!

    How do I join the live stream?

    We’re still figuring out the technical details, but we promise to make it real simple. We’ll be testing out live streaming to YouTube, Facebook, and other webinar platforms.

    Can I submit my questions ahead of time?

    Yes! In fact, we encourage you to do so. We have a form on the JwJ landing page for you to submit your questions. When you sign up for the JwJ email club we’ll remind you a few days before the event, giving you time to get those questions in!

    Can I wear my pajamas?

    You better!