Episode 79: 401(k) Rollover Sharks

Episode 83: A Brief History of Money

On this week's episode, Josh and Michelle talk about the history of money, particularly the history of the US dollar, and more importantly, why money and monetary policy matters so much to investors.

Episode 82: The 3 Risks Your Portfolio Can't Outrun

Josh is joined by Jay Stubbs this week as they discuss the 3 risks that your portfolio can't outrun. They are more personal and for the most part are choices you can make in your financial plan to reduce or eliminate the impact.

Episode 81: What We do at GCFA

On this week's episode, Josh discusses the different types of financial advisors and what they do it at Gulf Coast Financial Advisors

Episode 80: Roth Conversions Are So Hot Right Now

On this week's episode, Josh and Michelle talk the hot topic in the retirement planning space, Roth Conversions. Mistakes in a Roth conversion can cost an investor thousands of dollars, and as with most things their industry, there's the good, the bad, and the ugly.

Episode 79: 401(k) Rollover Sharks

In our industry, there's something Josh calls the "401k Rollover Shark". On this week's episode, Josh and Michelle are going to give the shark repellant you need so that the 401k rollover sharks don't leave your retirement accounts maimed, or worse yet, torn to bits.