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.
Episode 16 | NICK FRASSE | AI Boom or Bubble? Chips, Data Centers & Power
The AI boom is driving massive investments in semiconductor chips, data centers, and power infrastructure. But how sustainable is this growth, and could the excitement surrounding AI be getting ahead of itself? On Episode 16 of the J&J Show, Josh Yoskosky, Joe Simon, and special guest Nick Frasse break down the AI boom, the infrastructure fueling its growth, and the question investors are asking: Are we witnessing a lasting transformation or the makings of a bubble? 🎙️ Watch the latest ep...
26 Aug 2026
Episode 15 | Commodities, AI & What's Next
Hosts Josh Yoskosky and Joe Simon welcome special guest David Waugh, Associate Portfolio Manager, to Episode 15 of the J&J Show for a wide-ranging conversation covering some of the biggest trends impacting markets and the economy. They dive into how AI is driving copper demand, the impact of de-dollarization, El Niño and its potential effects on crops, and whether coffee prices could continue to rise. ☕️📈 🎥 Tune in to Episode 15 of the J&J Show! #YTSWealthManagement #JJShow #Investing...
In this episode of The J&J Show, Josh Yoskosky and Joe Simon are joined by Sonali Basak, Chief Investment Strategist at iCapital, for an insightful conversation on today's investing landscape, market trends, and the factors shaping the economy. From navigating market uncertainty to understanding long-term investing, Sonali shares valuable perspectives for investors looking to stay informed and focused. Whether you're a seasoned investor or just getting started, this episode offers practic...
26 Jun 2026
Episode 13 | KEITH SKINNER | Markets, Opportunities & Global Trends
In Episode 13 of The J&J Show, Joe Simon and Josh Yoskosky sit down with Keith Skinner, Senior Vice President & Client Portfolio Manager for Global Equities, for an insightful discussion on today's investment landscape. Keith shares his perspective on current market conditions, emerging opportunities for investors, and the economic trends shaping global markets. From navigating uncertainty to identifying long-term growth potential, this conversation offers valuable insights for inves...
15 May 2026
Episode 12 | DC Office Updates, Upcoming Portfolio Changes, & New Team Members
Episode 12 of the J&J Show is live! 🎙️ Josh and Joe revisit the latest comings and goings of the firm, share a status update on the new DC office building, introduce some new faces joining the team, and discuss upcoming changes being made to the model portfolio. Big things are happening, tune in now for all the updates and what’s ahead. 📈 #JJShow #YTSWealthManagement #WealthManagement Disclosures Content in this material is for general information only and not intended to provide specific...
10 Apr 2026
Episode 11 | MICHAEL MACK | How Small, Focused Strategies Are Beating the Market
Is bigger actually better in today’s market? In this episode, hosts Joe Simon and Josh Yoskosky sit down with Michael Mack, Client Portfolio Manager at VictoryShares, to break down what’s working right now, and why smaller, more focused strategies may have the edge.
6 Mar 2026
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 years ahead. We dive deeper into broader macro trends, market outlook, and the long-term forces influencing the economy.
30 Dec 2025
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 at the Arlington office. They also discuss kicking off a new round of client scheduling and why organization and consistency are critical to starting the year strong. Whether you’re a business owner or just curious what goes into running an efficient financi...
20 Nov 2025
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! 📈🔥
24 Oct 2025
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 unfolds. 🎙️ Tune in for fresh insights, real-world stories, and a look ahead at what’s next for the rest of the year. 👉Watch now and don’t forget to subscribe for more episodes of The J&J Show. #JJShow #Podcast #Finance #WealthManagement #Q4Trends
1 Oct 2025
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 minds to finish strong. 👉 Tune in and get an inside look at an advisor’s perspective going into Q4!
11 Aug 2025
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 discussions. 💼🤖
25 Jul 2025
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 looking for! #JJShow #FinancialManagement #MoneyTalks #Podcast
20 Jun 2025
Episode 4 | Real Questions, Real Advice: What to Ask Your Financial Advisor 💼
Financial managers Joe Simon and Josh Yoskosky discuss essential questions to ask your financial advisor, offering insights for both beginners and those optimizing wealth strategies.
13 Jun 2025
Episode 3 | What Your Financial Advisor Isn't Telling You
The hosts of the J&J Show reveal hidden aspects of fiduciary duty, offering listeners insight into financial advisor practices and promoting transparency in financial dealings in this episode.
9 May 2025
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 for more real conversations on wealth, mindset, and client-first advice. #JJShow #WealthMadeSimple #PersonalizedService #YTSWealthManagement #FinancialPodcast #YourTotalSolution #WealthManagement #FinanceTips
25 Apr 2025
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 simple and relatable. Whether you're just getting started or looking to level up, this is the podcast that speaks your language.
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