Avoiding the 401(k) Rollover Sharks: What Every Future Retiree Should Know
Coasting in Retirement – Episode 79 Whether you’re looking forward to relaxing on Alabama’s beautiful Gulf Coast, spending more time with your grandchildren, or finally checking off that bucket-list vacation, retirement should be exciting, not overwhelming. But as you approach retirement, there’s one financial decision that attracts a surprising number of salespeople: your 401(k) rollover. […]
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Family Office Services for Everyday Retirees: How Technology Is Changing Life Insurance and Financial Planning
Coasting in Retirement – Episode 78 Whether you’re dreaming of relaxing on Alabama’s beautiful Gulf Coast, traveling the country in retirement, or simply enjoying more time with your family, having a financial plan that protects everything you’ve worked for is just as important as growing your investments. In this episode of Coasting in Retirement, host […]
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Options for Surviving a Volatile Stock Market: Buffered ETFs and Smart Strategies for 2026
Coasting in Retirement – Episode 77 Happy New Year, Gulf Coast friends! Whether you’re dreaming of sandy beaches and sunset cruises, weekend adventures, or more quality time with family and grandkids, the start of 2026 is the perfect time to make sure your investment strategy is built to handle whatever the markets throw at us […]
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Annuities vs. Advisory Accounts: What the Real Numbers Show for 2026
Coasting in Retirement – Episode 76 Happy New Year, Gulf Coast friends! Whether you’re dreaming of sandy beaches with your toes in the sand, weekend road trips, or more precious time with family and grandkids, the start of 2026 is the perfect time to take a clear-eyed look at how your retirement savings are really […]
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Business Owners: Smart Strategies to Protect, Grow, and Transition Your Success in 2026
Coasting in Retirement – Episode 75 Happy New Year, Gulf Coast friends! Whether you’re dreaming of sandy beaches with your toes in the sand, hitting the road for new adventures, or spending more quality time with your grandchildren, the beginning of 2026 is the perfect moment to pause, reflect, and put strong plans in place […]
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Should Investors Hold Individual Stocks in Retirement Accounts?
Coasting in Retirement – Episode 74 In this episode of Coasting in Retirement, Josh Null and Michelle Lee Melton-Null discuss a question many investors ask at some point in their financial journey: Should investors hold individual stocks in their retirement accounts? At first glance, this might seem like an easy question. But many investors may […]
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Kick Off 2026 Strong: Lessons from a Volatile 2025 and Smart Financial Moves for the Year Ahead
Coasting in Retirement – Episode 73 Happy New Year, Gulf Coast friends! Whether you’re dreaming of sandy beaches and sunset cruises, road-tripping adventures, or just more quality time with grandkids, the start of 2026 is the perfect moment to pause, reflect, and set yourself up for a worry-free retirement. Josh Null (the host of Coasting […]
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Taking Care of Your Family After Your Passing: Here’s How to Write a Letter of Intent During the Estate Planning Process
A letter of intent is a keepsake for loved ones, but it also helps reduce the challenge of organizing an estate. Here are some things that should be included in any letter of intent.
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Understanding the VIX: Wall Street’s Fear Gauge Explained
It is difficult to understand everything happening in the market. The VIX, often dubbed "Wall Street's fear gauge," is one tool to measure general market sentiment. Learn more!
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What is the Fiduciary Rule and Why You Should Care
Is your financial advisor a fiduciary? Maybe you assume he/she is but it's important to educate yourself on the differences between a fiduciary vs. salesperson.
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