Every Dollar Counts Podcast

Every Dollar Counts Podcast recording session

Josh & Jay are in Deep Fried studios recording the next batch of episodes!

On this episode, Michelle Lee Melton talks w/ Josh & Jay about how her work, private/public partnerships, her passion for creating green open space, and life . Plus, get a good chuckle at Michelle and Jay’s Auburn vs. Alabama banter. Meet Michelle Lee Melton: Play Now: https://bit.ly/3tJh8ht Spotify: https://spoti.fi/3IUg5l4 Web Player & Show Notes: https://bit.ly/3tJh8ht Subscribe to Apple: https://apple.co/2tmxdyg

Podcastable and Verbalicious - The EDC Podcast Recap!

Josh & Jay discuss the journey of starting and building the Every Dollar Counts podcast, including the impact the show has had on Josh’s financial planning practice, Gulf Coast Financial Advisors, and the building of his brand. Listen & Learn: Play Now: https://bit.ly/3ys5eKP Web Player + Show Notes: https://bit.ly/3GIuGyt Subscribe on Apple: https://apple.co/2tmxdyg

How Covid Has Impacted Life Insurance - Update

In this episode, Josh and Jay discuss the broad impact that Covid has had on life insurance, such as underwriting, the exam process, health ratings and more. Listen & Learn: Play Now: https://bit.ly/3DUaTdI Web Player + Show Notes: https://bit.ly/3yE7Qpb Subscribe on Apple: https://apple.co/2tmxdyg

Which Type Of IRA Is Best For Me?

SEP IRAs, traditional (sometimes called rollover), Simple IRAs and Roth IRAs. Josh & Jay discuss the different types of Individual Retirement Accounts (IRAs) and how they fit into different situations. Listen & Learn: Play Now: https://bit.ly/30LuKOz Spotify: https://spoti.fi/3kUPwlY Web Player + Show Notes: https://bit.ly/3CvB5up Subscribe on Apple: https://apple.co/2tmxdyg

Life Insurance Retirement Planning (LIRP)

Josh and Jay dive into Life Insurance Retirement Planning, commonly called LIRP. LIRP is one strategy that can potentially help you not outlive your money in retirement. Let's Talk LIRP: Play Now: https://bit.ly/3n1snzt Web Player + Show Notes: https://bit.ly/3H9VAAA Subscribe on Apple: https://apple.co/2tmxdyg

Year End Personal Financial Assessment

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 teammate of Josh’s at Gulf Coast Financial Advisors. 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. Listen & Learn: Play Now: https://bit.ly/3DRij1D Web Player + Show Notes: https://bit.ly/2Z9LHBs Subscribe on Apple: https://apple.co/2tmxdyg

Disability Income And The Owner Operator

Josh and Jay discuss a topic that is vitality important to the risk management portion of a client’s financial plan: disability income protection. Listen & Learn: Play Now: https://bit.ly/2WpUyxz Web Player + Show Notes: https://bit.ly/3mucBNZ Subscribe on Apple: https://apple.co/2tmxdyg

Should I Trust This Stock Market?

Josh and Jay discuss positive factors affecting the overall stock market valuation and some areas of concern. 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 variant of Covid. Listen & Learn: Play Now: https://bit.ly/3sJEuT1 Web Player + Show Notes: https://bit.ly/2WeHdIE Subscribe on Apple: https://apple.co/2tmxdyg

Who Needs Estate Planning?

An Estate Plan has always been an important document, but recent legislative conversations around the Estate Tax Exception, estate tax rates, and the property being a “deemed” sale at death have reinforced the need to have a conversation with your team. Josh and Jay dive deep into this new legislation and how it will affect you. Listen and Learn: Play Now: https://bit.ly/3wrRKft Web Player + Show Notes: https://bit.ly/3xsTWVk Subscribe On Apple: https://apple.co/2tmxdyg

The Tech We Use To Serve Our Clients

Josh Null and Jay Stubbs discuss the technology platforms and tools that make both the advisor’s life and the client’s life easier. Listen and Learn Play Now: https://bit.ly/3j1LVSN Web Player + Show Notes: https://bit.ly/3xJ2pDC Subscribe on APPLE: https://apple.co/2tmxdyg

James Pollard of TheAdvisorCoach.com

Josh and Jay welcome in James Pollard, the Host of the Financial Advisor Marketing Podcast and founder of TheAdvisorCoach.com. James joins us to share his "Man Who Has Helped Thousands of Financial Advisors Reveals His 5 Biggest Money Tips", a topic we discovered in our podcast conversation that not only applies to financial advisors but is great advice for their clients. Listen and Learn Play Now: https://bit.ly/3gW23mr Web Player + Show Notes: https://bit.ly/3vFsjH2 Subscribe on APPLE: https://apple.co/2tmxdyg