For this week's episode we're going to start with a trope that our industry uses over and over again, usually for good reason: you’ve climbed the financial mountain and reached the top and you are now ready to retire, but how do you get back down the mountain without falling off? So let's discuss 4 retirement income strategies and help you decide which one might be the best for your situation.
In general, stocks are ultimately valued by a combination of a company's underlying fundamentals (its ability to generate profit and cash) and the collective market forces of supply and demand. But this week's Space X IPO throws these notions out the window. Josh is joined by Payton this week to discuss why.
On this week's episode, Josh and Michelle talk about the history of money, particularly the history of the US dollar, and more importantly, why money and monetary policy matters so much to investors.
On this week's episode, Josh discusses the different types of financial advisors and what they do it at Gulf Coast Financial Advisors
On this week's episode, Josh and Michelle talk the hot topic in the retirement planning space, Roth Conversions. Mistakes in a Roth conversion can cost an investor thousands of dollars, and as with most things their industry, there’s the good, the bad, and the ugly.
In our industry, there’s something Josh calls the “401k Rollover Shark”. On this week's episode, Josh and Michelle are going to give the shark repellant you need so that the 401k rollover sharks don’t leave your retirement accounts maimed, or worse yet, torn to bits.