Preview Mode Links will not work in preview mode

Apr 5, 2022



Josh and Jay discuss the different ways to pay for an extended healthcare event, or long-term care as it’s commonly referred to. Long-term care events can be one of the biggest destroyers of wealth that a family will encounter. How should you plan for an extended health care event? Should you put money in the bank?...


Mar 31, 2022

Interest Rates and Income Annuities - Every Dollar Counts EP53

Interest rates are rising, and there are certain plans for the Fed to continue to increase the Fed funds rate. For pre-retirees and retirees looking at the purchase of an income annuity to help fund their retirement, or those folks with a pension backed by an insurance company provided annuity, how does rising rates...


Mar 31, 2022

Every Dollar Counts - Ep 52: What is Risk Tolerance?

In this episode, Josh and Jay discuss a phrase many investors have heard but may not fully understand: risk tolerance. What is risk tolerance? Why does it matter when you’re setting up your investment accounts? How do you determine your risk tolerance? Josh and Jay quickly go thru his company Gulf Coast Financial...


Mar 9, 2022

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. Tune in to learn...


Feb 17, 2022

Laissez les bons temps rouler! Josh and Jay take a break from finance and insurance to welcome everyone a very Happy Mardi Gras! In this episode, they discuss the when and how Mardi Gras originated in Mobile, AL (Surprise! Not New Orleans!). The hosts also describe the parades and balls, and how they relate to...