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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...