In our industry, there’s something Josh calls the “401k Rollover Shark”. On this week's episode, Josh and Michelle are going to give the shark repellant you need so that the 401k rollover sharks don’t leave your retirement accounts maimed, or worse yet, torn to bits.
In this week's show, Josh asks Jay a simple question: has life insurance ever been easier to get than right now?
On this week's epsiode, Josh will describe somewhat complicated investing concepts and ways you can navigate not only this current stock market, but future stock markets that will undoubtedly experience more volatility as the United States, and really the world, navigates a rapidly changing investing environment.
Michelle is back with Josh on this week's episode to compare some real-life returns of annuities vs advisory investment accounts.
Josh and Jay revisit their “B.O.S.S. Series”, an acronym that stood for “Business Owner Strategies & Solutions”, where they discuss key topics that mature business owners can use to potentially reduce taxes, plan for the future of their business and how to reward and retain key employees.
Michelle is back with Josh Null to attempt to answer the question: should investor’s hold individual stocks in their retirement accounts?