
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?
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!
Long-term care events can be one of the biggest destroyers of wealth that a family will encounter. How should you plan for an extended health care event?
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.
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.