Coasting in Retirement Ep 16: I Wanna Talk About Me!!
What do we do at Gulf Coast Financial Advisors, exactly?

What do we do at Gulf Coast Financial Advisors, exactly?
Host Josh and co-host Michelle discuss the recent bank failures of Silicon Valley Bank, otherwise known as it’s initials SVB, and another unrelated bank called Signature Bank.
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.