Coasting in Retirement Ep 6: 5 Ways to Generate Income in Retirement, Part 1
Josh and cohost Michelle discuss ways to use both your investment assets and possibly your real estate holdings to generate passive income.
Coasting in Retirement is dedicated to the financial planning and investment management needs of pre-retirees and retirees living an active lifestyle along our part of the Gulf Coast. Host Josh Null and co-host Michelle Melton dive into relevant financial topics, plus have a little fun with the "Michelle with the News of the Week" and "Josh's Crystal Ball & Big Mouth" segments. Josh's practice Gulf Coast Financial Advisors serves clients in the Panhandle of Florida, Lower Alabama, and the Gulf Coast of Mississippi and Louisiana. You can hear the original broadcast of Coasting in Retirement every Sunday from Noon to 1 PM CT on 106.5 FM in Mobile, Alabama.
Josh and cohost Michelle discuss ways to use both your investment assets and possibly your real estate holdings to generate passive income.
Josh and Will discuss how a properly structured permanent life insurance policy can features similar to a Roth IRA, particularly tax free growth, but without the income and contribution limits associated with a qualified plan.
A PEP is a way for a smaller 401k plan to “pool” their investments with other businesses in an effort to improve the buying power of the plan as well as spread administrative costs over a wider base.
The guys discuss how to do a personal financial assessment, diving into items like taxes, income, qualified retirement plan contributions, risk management and whether it’s time to take chips off the table or not.
Josh Null and Will Steih jump back into the Deep Fried podcast studio to provide some timely financial topics and tax deferral concepts for our listeners as we enter the 4th quarter.