Welcome to the Gulf Coast Financial Advisor's Podcast Network!

Every Dollar Counts with Josh & Jay:

Dedicated to those interested in planning for their future and wanting to learn more about how investments and insurance really work. Join co-hosts Josh Null & Jay Stubbs every week as they break down products and services in an easy going and educational manner!

Wealth in Waves:

Dedicated to the interests of busy and engaged business owners, entrepreneurs, sole proprietors and professionals living an active lifestyle along the Gulf Coast! Co-hosts Josh Null and Will Steih interview great local guests and discuss top of mind topics for business owners, all centered around how to build wealth, how to protect wealth, AND, how to spend wealth in our beautiful part of the country!

How do interest rate hikes affect income annuities?

Interest rates are rising, and there are certain plans for the Fed to continue to increase the Fed funds rate. How does rising rates affect the payout of an income annuity?

Alternative To A Roth IRA

January 20, 2022 Retirement Funding Wealth Management Financial Planning Business Owner Planning Executive Benefits Life Insurance Tax Strategies Pre-Retirees Wealth in Waves

Josh and Will discuss how a properly structured permanent life insurance policy can features similar to a Roth IRA, particularly tax free growth, but without the income and contribution limits associated with a qualified plan.

Pooled Employer Plans (PEP)

January 19, 2022 Retirement Funding 401(k) Wealth Management Financial Planning Business Owner Planning Qualified Plans Investment Management Investments Tax Strategies Plan Sponsors Wealth in Waves

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.

Legal Ways to Defer Income Taxes

January 7, 2022 Retirement Funding 401(k) Wealth Management Financial Planning Business Owner Planning Executive Benefits Life Insurance Qualified Plans Investment Management Investments Tax Strategies Plan Sponsors Pre-Retirees Wealth in Waves

Which Type Of IRA Is Best For Me?

November 19, 2021 Retirement Funding 401(k) Financial Planning Financial Wellness Qualified Plans Investment Management Investments Tax Strategies Plan Sponsors Retirees Pre-Retirees Every Dollar Counts

Josh and Jay discuss the different types of Individual Retirement Accounts (IRAs) and how they fit into different situations.

Year End Personal Financial Assessment

October 18, 2021 Retirement Funding 401(k) Wealth Management Financial Planning Business Owner Planning Life Insurance Disability Income Long Term Care Estate Tax Beneficiaries Financial Wellness Saving for College Emergency Fund Investment Management Investments Tax Strategies Retirees Pre-Retirees Every Dollar Counts

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.