
What is Risk Tolerance?
What is risk tolerance? Why does it matter when you’re setting up your investment accounts? How do you determine your risk tolerance? Josh and Jay discuss a phrase many investors have heard but may not fully understand.
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 "Where Josh nailed it; where Josh was a little off" 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.
What is risk tolerance? Why does it matter when you’re setting up your investment accounts? How do you determine your risk tolerance? Josh and Jay discuss a phrase many investors have heard but may not fully understand.
A PEP is a way for a smaller 401k plan to “pool” their investments with other businesses in an effort to improve the buying power of the plan as well as spread administrative costs over a wider base.
Josh and Jay discuss the different types of Individual Retirement Accounts (IRAs) and how they fit into different situations.
Josh Null and Will Steih jump back into the Deep Fried podcast studio to provide some timely financial topics and tax deferral concepts for our listeners as we enter the 4th quarter.
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.