Welcome to the Gulf Coast Financial Advisor's Podcast Network!

Coasting in Retirement:

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 Headlines of the Week" and "Josh's Crystal Ball & Big Mouth" segments. You can hear the original broadcast of Coasting in Retirement every Sunday starting at Noon on 106.5 FM out of Mobile and every Monday starting at 10 AM on WHEP 92.5 FM / 1310 AM out of Foley.

Focus on the 5:

Focus on the 5 is conversations with Baldwin County, Alabama area entrepreneurs and business leaders. Alabama numbers its counties, with Baldwin County being number 5 of out 67 total, hence the name of the show. Tune in to hear great conversations with local people as they describe their professional and personal journeys to entrepreneurship, business ownership, and more often than not, overcoming obstacles that changed the trajectory of their lives.

Every Dollar Counts with Josh & Jay:

Dedicated to those interested in planning for their future and wanting to learn more about how investments and insurance really work. Join co-hosts Josh Null & Jay Stubbs every week as they break down products and services in an easy going and educational manner!

Episode 69: Taxes with Sam Driver CPA Thumbnail

Episode 69: Taxes with Sam Driver CPA

November 9, 2025 Retirement Funding 401(k) Wealth Management Estate Tax Investment Management Investments Tax Strategies Retirees Pre-Retirees Coasting in Retirement

This week, Josh has a CPA on the show to discuss taxes! We asked this CPA, Sam to come up with 3 tax topics that seem to be top of mind for you mature business owners.

Episode 48: Business Succession Planning Thumbnail

Episode 48: Business Succession Planning

February 17, 2025 Retirement Funding Wealth Management Financial Planning Business Owner Planning Inheritance Estate Tax Beneficiaries Qualified Plans Investment Management Retirees Coasting in Retirement

I think that most small business owners would agree that the idea of passing on their business to the next generation or selling it to a trusted partner can be both exciting and daunting. A well-thought-out succession plan ensures that your business continues to thrive without you at the helm, and it's something you should start thinking about sooner rather than later. So Jay, I am going to lay out some of the most common ways to pass on business to the next generation, and discuss much more on this week's episode of Coasting in Retirement.

Episode 35: How to Plan for Future Tax Increases and How Elections Effect Your Money Thumbnail

Episode 35: How to Plan for Future Tax Increases and How Elections Effect Your Money

July 8, 2024 Wealth Management Financial Planning Business Owner Planning Estate Tax Financial Wellness Investment Management Investments Tax Strategies Retirees Pre-Retirees Coasting in Retirement

After the recent debate, many investors walked away concerned about the country's political leadership and its effect on finances. We will discuss the historical effects of presidential elections and hope to provide some clarity to investors out there.

Episode 33: Planning Strategies for Mature Business Owners Thumbnail

Episode 33: Planning Strategies for Mature Business Owners

June 4, 2024 Retirement Funding Wealth Management Financial Planning Business Owner Planning Executive Benefits Inheritance Estate Tax Beneficiaries Investment Management Investments Tax Strategies Retirees Pre-Retirees Coasting in Retirement

Business owner topics covered in this episode: -Private Equity deals for small and medium size business owners -Deferred Sales Trust -Succession Planning and Exit Strategies for business owners

Wealth in Waves Ep 19: Wills & Trusts Thumbnail

Wealth in Waves Ep 19: Wills & Trusts

August 18, 2023 Wealth Management Financial Planning Inheritance Estate Tax Beneficiaries Retirees Pre-Retirees Wealth in Waves

What is I told you there are legal mechanisms that can be put in place now that will insure the timely transfer of your estate to those you leave behind? And that these same processes can also help minimize and mitigate the potential tax burden?

Wealth in Waves Ep 18: The difference between Tax Planning and Tax Preparation Thumbnail

Wealth in Waves Ep 18: The difference between Tax Planning and Tax Preparation

August 18, 2023 Wealth Management Financial Planning Inheritance Estate Tax Qualified Plans Investment Management Investments Tax Strategies Retirees Pre-Retirees Wealth in Waves

What if I told you that there is process that involves both forward looking tax planning and systematically looking into every nook and cranny for tax efficiencies? Would you be interested?