Episode 74: Should You Own Individual Stocks?
Michelle is back with Josh Null to attempt to answer the question: should investor’s hold individual stocks in their retirement accounts?

Michelle is back with Josh Null to attempt to answer the question: should investor’s hold individual stocks in their retirement accounts?
On this weeks show, Josh discusses what we learned this past year, that is, things we learned about investing, or financial planning, or risk management, or basically anything that pertains to our audience, then later we ask Jay for his thoughts on what financial decisions and activities we recommend for folks to start the new year.
Today we are going to explain why your broker is a dinosaur, and why, if your financial advisor isn’t leading with financial planning, and only handling your investments, they are go the way of the do-do bird in our business.
This week, Josh has a CPA on the show to discuss taxes! We asked this CPA, Sam to come up with 3 tax topics that seem to be top of mind for you mature business owners.
Josh is joined by Jay Stubbs to cover everything health insurance related and Cigna's group solutions on this week's episode of Coasting in Retirement!
On this week's episode, we will cover specific action items Josh derived from paying attention to his happiest retired clients combined with his own personal opinions on choices he's made that have made him happier. No, Josh is not retired, not by a long shot, but he's lived a broad and expansive life and has made a ton of mistakes and learned incredibly valuable lessons from them.