Today we are going to explain why your broker is a dinosaur, and why, if your financial advisor isn't leading with financial planning, and only handling your investments, they are go the way of the do-do bird in our business.

This week, Josh has a CPA on the show to discuss taxes! We asked this CPA, Sam to come up with 3 tax topics that seem to be top of mind for you mature business owners.

Josh is joined by Jay Stubbs to cover everything health insurance related and Cigna's group solutions on this week's episode of Coasting in Retirement!

On this week's episode, we will cover specific action items Josh derived from paying attention to his happiest retired clients combined with his own personal opinions on choices he's made that have made him happier. No, Josh is not retired, not by a long shot, but he's lived a broad and expansive life and has made a ton of mistakes and learned incredibly valuable lessons from them.

While we've done past episodes where we discussed what we do at Gulf Coast Financial Advisors, what we've haven't done to date is produce a show that spells out the type of client we are looking for, our ideal client so to speak, and that is exactly what we are going to do today.

Do I need life insurance in retirement? Most of us carry some type of life insurance during our working years to replace the catastrophic loss of income to our surviving dependents if we prematurely pass away. But what if the kids are grown, the debt is paid, and our surviving spouse has plenty of assets and income to financially survive the passing of a loved one?

On this week's episode, we discuss 2 questions with John Luke.

1. Are we in a stock market bubble? And 2. If we are in a bubble, does it matter?

There are many commentators and market analysts claiming that we are in the middle of another stock market bubble, this one fueled by sky-high market valuations of tech companies that are heavily investing in artificial intelligence, or AI for short. There's a saying that history doesn't repeat itself but it does rhyme, so over the next 2 episodes were going to do a deep dive on the current state of the stock market and if investors should be worried about a market crash similar to the dot.com crash of 25 years ago.

For our listeners that love to travel like Michelle and I do, our topic for today's episode is "How to travel affordably in retirement" and it was inspired by a recent trip that you and I took. How about we fill in the listeners in about our trip?

One of the most common questions we get from clients is what should they do with their 401k, specifically the question "What should I do with my 401k when I retire?". And more often than not the 401k accounts are probably the largest retirement assets a client has. So what I want to do today is answer this question, and probably just as important, answer what NOT to do.