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

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!

Wealth in Waves:

Dedicated to the interests of busy and engaged business owners, entrepreneurs, sole proprietors and professionals living an active lifestyle along the Gulf Coast! Co-hosts Josh Null and Will Steih interview great local guests and discuss top of mind topics for business owners, all centered around how to build wealth, how to protect wealth, AND, how to spend wealth in our beautiful part of the country!

Year End Personal Financial Assessment

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.

Who Needs Estate Planning?

July 11, 2021 Retirement Funding Wealth Management Financial Planning Business Owner Planning Life Insurance Disability Income Long Term Care Inheritance Estate Tax Beneficiaries Investments Tax Strategies Retirees Pre-Retirees Every Dollar Counts

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.

The Tech We Use To Serve Our Clients

June 23, 2021 Wealth Management Financial Planning Business Owner Planning Life Insurance Disability Income Long Term Care Financial Wellness Marketing Social Media Digital Marketing Investment Management Investments Every Dollar Counts

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.

Wealth in Waves Origin Show!

April 12, 2021 Retirement Funding 401(k) Wealth Management Financial Planning Business Owner Planning Executive Benefits Life Insurance Disability Income Long Term Care Inheritance Estate Tax Beneficiaries Financial Wellness Qualified Plans Saving for College Emergency Fund Marketing Social Media Digital Marketing Investment Management Investments Tax Strategies Plan Sponsors Retirees Pre-Retirees Wealth in Waves

Welcome to Episode 1 of the Wealth in Waves Podcast, a show dedicated to all you busy folks out there making happen along the Gulf Coast!

What impact has Covid had on life insurance underwriting?

March 2, 2021 Financial Planning Life Insurance Disability Income Long Term Care Beneficiaries

Josh and Jay discuss how has Covid-19 impacted underwriting requirements for life insurance, disability income insurance and Long Term Care insurance.

What are the 4 ways to pay for Long Term Care?

November 25, 2019 Retirement Funding Wealth Management Financial Planning Life Insurance Long Term Care

Josh & Jay discuss the pJosh & Jay discuss the pros & cons of the 4 ways to plan for the expenses of long term care: self-insure, traditional LTC insurance, asset based LTC programs and spend-down to Medicaid. ros & cons of the 4 ways to plan for the expenses of long term care: self-insure, traditional LTC insurance, asset based LTC programs and spend-down to Medicaid.