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Nov 19, 2021

Josh and Jay discuss the different types of Individual Retirement Accounts (IRAs) and how they fit into different situations. The guys discuss SEP IRAs, traditional (sometimes called rollover), Simple IRAs and Roth IRAs. Tune in to learn about how the contributions limits of each type of IRA, the size of your business...


Nov 8, 2021

Josh and Jay dive into Life Insurance Retirement Planning, commonly called LIRP. Living longer, having more years in retirement, potentially rising income taxes and uncertainty in the market are all common reasons that investors look for more tax-efficient and stable income sources in retirement. LIRP is one strategy...


Oct 18, 2021

Josh and Jay are joined by very special guest Will Steih, a licensed CPA, Managing Director for the Nashville Market for Prime Capital Investment Advisors and a team mate of Josh’s at Gulf Coast Financial Advisors. The guys discuss how to do a personal financial assessment, diving into items like taxes, income,...


Aug 25, 2021

In the episode, Josh and Jay discuss a topic that is vitality important to the risk management portion of a client’s financial plan: disability income protection. Tune in to learn about the differences in group versus individual policies, how coverage is priced, the difference between short-term disability and...


Aug 24, 2021

In the episode, Josh and Jay discuss positive factors affecting the overall stock market valuation and some areas of concern. Tune is to learn more about how technology and unprecedented government spending is having an impact on the equities markets, balancing that with the growing concern of inflation and the Delta...