How Vulnerable Is Your Net Worth?
Coasting in Retirement – Episode 91 Building wealth takes time. For most people, it represents decades of working, saving, investing, building a business, purchasing property, and making decisions with the future in mind. Once you have accumulated that wealth, the question begins to change. It is no longer only, “How do I continue growing my […]
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The Future of Investing is Already Here
Coasting in Retirement – Episode 90 Our industry is changing. In many ways, it has already changed. You can hardly open social media, turn on the TV, or watch YouTube without somebody talking about the “future of investing.” Some of it involves meme stocks, altcoins, or finding a way to make money trading whatever unusual […]
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Are “Safe” Investments Really Safe? What Retirees Need to Know
Coasting in Retirement – Episode 89 You have worked for decades to build your retirement savings. Now that retirement is approaching, your priorities may be changing. You are no longer as interested in taking risks for the sake of growth. You want to protect what you have built. For many investors, protecting their money means […]
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Do You Need a Financial Advisor? 5 Signs to Consider
Coasting in Retirement – Episode 88 Let’s begin with something you may not expect to hear from a financial advisor: Not everyone needs one. If you have saved consistently, educated yourself, built a diversified portfolio, and created a plan you feel confident managing, you may be perfectly capable of handling your finances on your own. […]
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Are You Ready for Life After Work? How to PHASE into Retirement
Coasting in Retirement – Episode 87 When people are asked whether they are ready to retire, the conversation usually begins with money. Have they saved enough? Can their investments support their lifestyle? When should they claim Social Security? Those questions matter, but they do not address what happens after the final paycheck arrives. Work often […]
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The Retirement Red Zone Checklist: Six Areas to Review Before You Retire
Coasting in Retirement – Episode 86 The final years before retirement can feel like the last few yards before crossing the finish line. You have spent decades working and saving, but some of the most important financial decisions still lie ahead. According to host Josh Null, owner of Gulf Coast Financial Advisors, and cohost Jay […]
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Saving for College Without Sacrificing Your Retirement
Most parents and grandparents want to give the children they love every opportunity possible. For many families, that includes helping with college, trade school, or another form of education. But wanting to help and knowing how much you can comfortably afford are two different things. College costs can feel overwhelming, especially when you are also […]
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Life Insurance Awareness Month 2026: Does Your Coverage Still Fit Your Life?
Most people do not enjoy talking about life insurance. After all, it asks us to think about a future in which someone we love is no longer here. But life insurance is not really about death. It is about life. It is about helping protect the people you love, the plans you have made, and […]
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More Than an Inheritance: What Will Your Legacy Carry Forward?
Grandparents Day, September 13, gives us an opportunity to celebrate the people who connect one generation to the next. Grandparents often pass down family stories, traditions, practical wisdom, and lessons that can only be learned through experience. In ways both big and small, they help shape how younger generations understand family, responsibility, generosity, and life […]
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National Financial Awareness Day: 5 Simple Financial Checkups for Your Retirement Plan
National Financial Awareness Day is more than another date on the calendar. It is an opportunity to pause, take stock, and check in on your financial future. That does not mean you need to overhaul your entire financial life in one day. Financial awareness is not about having a perfect plan or knowing exactly what […]
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