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Wealth in Waves Origin Show!
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!
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.
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!
This episode is a great example of how competitive the 401k industry has become over the past several years, and why plan sponsors need to keep their plans up to date with consistent benchmarking exercises.
Business owners, successful professionals and those with retirement assets should be aware of current exemption amounts, and how recent history has proven that those amounts can change with the “stroke of a pen”
Normally the show topics are evergreen, but Will, Jay and Josh all felt that with a possibly historic election just days away, they would record some of their thoughts before the final outcome is known.
Retirement plans experienced a monumental shift from the days of the company taking care of it’s employees' retirement needs, both in the accumulation phase and distributions in retirement, to current day where many plans are self directed and require the plan participant to make investment and withdrawal decisions on their own.