Coasting In Retirement with Josh Null

Josh is joined by Michelle to discuss how the whole conversation and related planning around retirement itself has changed, how the financial world has changed, and how the job of a financial advisor has changed right along with it.

Josh is joined by Michelle to tackle the question if financial advisors like Josh are going to be replaced by a computer?

Josh is joined by local business owner, Alex Minney on the third episode of Coasting in Retirement Shorts!

We spend a lot of time on this show talking about accumulating money, investing, retirement income, taxes, etc. But once someone has accumulated significant wealth, the question changes. We start to ask "What could derail the plan I've spent 20, 30, 40 years building?" Josh is joined by Jay to answer this question.

Our industry is changing. Our industry is changed. Josh is joined by JD from Aptus Capital Advisors to discuss the future of investing!

Josh is joined by local entrepreneur Forrest Derr on the second episode of Coasting in Retirement Shorts!

This week, Josh is going to tackle something that may challenge some of the conventional wisdom you've heard about investing. You've worked very hard to build your nest egg. Now how do you protect it? How do you keep it safe? And what exactly is a "safe" investment?

Josh and Jay are here to answer a very important question you may be asking yourself: "At this stage of my life, would having another professional involved improve my financial plan, save me time, reduce my risk of making a costly mistake, or simply give me more confidence that everything is coordinated?"

For our topic today, Josh & Cam want to take the time to lay some groundwork, some foundational work that let's listeners know about an upcoming event they will be hosting a few weeks from now in downtown Fairhope.

Today we are diving into one of the most critical phases of your financial life: what the industry calls the Retirement Red Zone. If you aren't familiar with the term, think of the Red Zone like the final five years before you cross the retirement goal line, and in my opinion, also what happens the first five years after you retire. A mistake made here isn't like a mistake made in your 30s—you don't have twenty years of wage-earning power to recover from it.