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.
In this episode, Josh and Jay welcome Michelle Lee Melton, J.D., the Deputy Director of Real Estate Asset Management for the City of Mobile. Michelle discusses pursuing her law degree from the University of Denver, and her career path since graduating, including her current role at the City of Mobile.
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.
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!