
Disability Income and the Owner Operator
In the episode, Josh and Jay discuss a topic that is vitality important to the risk management portion of a client’s financial plan: disability income protection.
In the episode, Josh and Jay discuss a topic that is vitality important to the risk management portion of a client’s financial plan: disability income protection.
In the episode, Josh and Jay discuss positive factors affecting the overall stock market valuation and some areas of concern.
In this episode, hosts Josh Null and Will Steih discuss 401k plans from a business owner's perspective. They discuss if there is a best time of the year to offer a plan to your employees and how the Secure Act changed some of the filing deadlines starting with the 2020 plan year. They also discuss the benefits of having a 401k plan for attracting and retaining employees, especially in a tight labor market.
In this episode, hosts Will Steih and Josh Null discuss the impact of inflation and interest rates, particularly the current threat of rising inflation, and what it means to different groups of borrowers, investors and business owners.
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.
In the episode, Josh and Jay discuss the technology platforms used by their respective firms Gulf Coast Financial Advisors and First Protective. They discuss not just using client facing tech for tech’s sake; the best platforms are easy to use and make both the advisor’s life and the client’s life easier.