Preview Mode Links will not work in preview mode

Jan 13, 2022


Josh Null and Will Steih of Gulf Coast Financial Advisors  discuss an alternative for those that are unable to contribute to a Roth IRA because of income limits: permanent life insurance. Josh and Will discuss how a properly structured permanent life insurance policy can features similar to a Roth IRA, particularly tax...


Jan 11, 2022

Josh Null and Will Steih of Gulf Coast Financial Advisors discuss Pooled Employer Plans, commonly known as a “PEP”. A PEP is a way for a smaller 401k plan to “pool” their investments with other businesses in an effort to improve the buying power of the plan as well as spread administrative costs over a wider...


Jan 6, 2022

In this episode, hosts Will Steih and Josh Null of Gulf Coast Financial Advisors discuss legal ways for business owners to defer income taxes, including 401k plans and SEP IRAs. This discussion includes a roadmap on how to set these plans up, particularly with the new SECURE Act deadlines, as well as practical tips on...


Oct 18, 2021

Josh and Will welcome special guest Jay Stubbs, the Director of the Gulf Coast for Concourse Financial Group and Josh’s co-host on the long-running Every Dollar Counts with Josh and Jay Podcast. Jay joins the guys to discuss the $2 trillion dollar tax increase plan that made it way through the House Ways and Means...


Oct 5, 2021

Josh Null and Will Steih jump back into the Deep Fried podcast studio to provide some timely financial topics and tax deferral concepts for our listeners as we enter the 4th quarter. Join the hosts as they discuss the timing of claiming income, what to do if you’ve had a profitable year (especially if it’s been an...