Coasting In Retirement with Josh Null

On this weeks show, Josh discusses what we learned this past year, that is, things we learned about investing, or financial planning, or risk management, or basically anything that pertains to our audience, then later we ask Jay for his thoughts on what financial decisions and activities we recommend for folks to start the new year.

For today's show, we are going to attempt to answer the question: Is my generation and any other generations old enough to have adult children, are we raising a generation of gamblers?

With all of this concerning news floating around regarding an AI bubble, mass layoffs, and high inflation, Josh brings on John Luke Tyner to dicuss why investors should remain bullish heading into 2026.

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?