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.
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 News of the Week" and "Josh's Crystal Ball & Big Mouth" segments. Josh's practice Gulf Coast Financial Advisors serves clients in the Panhandle of Florida, Lower Alabama, and the Gulf Coast of Mississippi and Louisiana. You can hear the original broadcast of Coasting in Retirement every Sunday from Noon to 1 PM CT on 106.5 FM in Mobile, Alabama.