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.
With all of this concerning news floating around regarding an AI bubble, mass layoffs, and high inflation, Josh brings on John Luke Tyner to dicuss why investors should remain bullish heading into 2026.
Today we are going to explain why your broker is a dinosaur, and why, if your financial advisor isn’t leading with financial planning, and only handling your investments, they are go the way of the do-do bird in our business.
While we’ve done past episodes where we discussed what we do at Gulf Coast Financial Advisors, what we’ve haven’t done to date is produce a show that spells out the type of client we are looking for, our ideal client so to speak, and that is exactly what we are going to do today.