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?
Have a written last will and testament, and if necessary, an estate plan. We’re going to go more in depth on this, but a quick note – you don’t always have to have a large estate to need an estate plan.
Today we are going to lay out 4 simple steps for those nervous about their money to take, especially for those in or near retirement.
Josh and cohost Michelle finish the remaining 3 Intentions from their 2 part mini series, the Top 7 Financial Intentions that every retiree and pre-retiree should have for 2023!
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.
In the episode, Josh and Jay discuss Estate Planning and how it applies to a broader range of people than typically assumed. This episode discusses how anyone with assets technically has an estate, irrespective of age or asset value.