Épisodes

  • Episode 83: A Brief History of Money
    Jun 8 2026

    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.

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    55 min
  • Episode 82: The 3 Risks Your Portfolio Can’t Outrun
    May 25 2026

    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.

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    55 min
  • Episode 81: What We do at GCFA
    May 18 2026

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

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    55 min
  • Episode 80: Roth Conversions Are So Hot Right Now
    May 4 2026

    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.

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    55 min
  • Episode 79: 401(k) Rollover Sharks
    Apr 20 2026

    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.

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    55 min
  • Episode 78: Getting Life Insurance is…Easy?
    Mar 30 2026

    In this week's show, Josh asks Jay a simple question: has life insurance ever been easier to get than right now?

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    55 min
  • Episode 77: Options for Surviving this Stock Market
    Mar 16 2026

    On this week's epsiode, Josh will describe somewhat complicated investing concepts and ways you can navigate not only this current stock market, but future stock markets that will undoubtedly experience more volatility as the United States, and really the world, navigates a rapidly changing investing environment.

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    55 min
  • Episode 76: Annuity Returns vs Advisory Account Performance
    Feb 23 2026

    Michelle is back with Josh on this week's episode to compare some real-life returns of annuities vs advisory investment accounts.

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    55 min