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Jan 15, 2021

Josh and Jay take a break from discussing investments & insurance to talk about their personal lives and how life events have influenced their respective career paths. Tune in to hear how events in Jay Stubb’s early life led him to a career of helping families protect themselves financially from pre-mature death; how...


Jan 7, 2021

Josh and Jay welcome Will Steih back to the studio to dive deep into the different types of retirement plans available to Gulf Coast area business owners. If you’re a business owner that is looking to sock money away, what are your options? Should you consider a SEP IRA? Or a 401k? What is profit sharing? What is...


Dec 23, 2020

What Do Plan Sponsors Gain From Benchmarking Their 401k Plans?

This episode is a great example of how competitive the 401k industry has become over the past several years, and why plan sponsors need to keep their plans up to date with consistent benchmarking exercises. We’ve selected audio clips from a recent Qualified Plan educational webinar that Josh hosted with Matthew...


Nov 19, 2020

Wealth Transfer Planning and the Estate Tax Exemption

Josh and Jay welcome Will Steih back to the studio for a conversation about Wealth Transfer Planning, an important issue with the recently increased Estate Tax Exemption amount potentially in play with a new administration coming into power. The Estate Tax Exemption, commonly called the “Death Tax”, has an eventful...


Nov 10, 2020

The global pandemic and resulting market crash and job losses were a stark reminder of how ill prepared most American workers were in an emergency. For companies that offer 401(k) plan, having a robust financial wellness program in place can often help employees deal with this type of financial stress. On that...