Every Dollar Counts Podcast

Every Dollar Counts Podcast page for Every Dollar Counts Podcast

12/14/2021

Josh & Jay discuss the journey of starting and building the Every Dollar Counts podcast, including the impact the show has had on Josh’s financial planning practice, Gulf Coast Financial Advisors, and the building of his brand.

Listen & Learn:
Play Now: https://bit.ly/3ys5eKP
Web Player + Show Notes: https://bit.ly/3GIuGyt
Subscribe on Apple: https://apple.co/2tmxdyg

10/18/2021

Josh and Jay are joined by very special guest Will Steih, a licensed CPA, Managing Director for the Nashville Market for Prime Capital Investment Advisors and a teammate of Josh’s at Gulf Coast Financial Advisors. The guys discuss how to do a personal financial assessment, diving into items like taxes, income, qualified retirement plan contributions, risk management and whether it’s time to take chips off the table or not.

Listen & Learn:
Play Now: https://bit.ly/3DRij1D
Web Player + Show Notes: https://bit.ly/2Z9LHBs
Subscribe on Apple: https://apple.co/2tmxdyg

08/24/2021

Josh and Jay discuss positive factors affecting the overall stock market valuation and some areas of concern. Learn more about how technology and unprecedented government spending is having an impact on the equities markets, balancing that with the growing concern of inflation and the Delta variant of Covid.

Listen & Learn:
Play Now: https://bit.ly/3sJEuT1
Web Player + Show Notes: https://bit.ly/2WeHdIE
Subscribe on Apple: https://apple.co/2tmxdyg

07/08/2021

An Estate Plan has always been an important document, but recent legislative conversations around the Estate Tax Exception, estate tax rates, and the property being a “deemed” sale at death have reinforced the need to have a conversation with your team. Josh and Jay dive deep into this new legislation and how it will affect you.

Listen and Learn:
Play Now: https://bit.ly/3wrRKft
Web Player + Show Notes: https://bit.ly/3xsTWVk
Subscribe On Apple: https://apple.co/2tmxdyg

06/17/2021

Josh and Jay welcome in James Pollard, the Host of the Financial Advisor Marketing Podcast and founder of TheAdvisorCoach.com. James joins us to share his "Man Who Has Helped Thousands of Financial Advisors Reveals His 5 Biggest Money Tips", a topic we discovered in our podcast conversation that not only applies to financial advisors but is great advice for their clients.

Listen and Learn
Play Now: https://bit.ly/3gW23mr
Web Player + Show Notes: https://bit.ly/3vFsjH2
Subscribe on APPLE: https://apple.co/2tmxdyg

03/10/2021

Josh and Jay break down 7 key elements to assessing your risk management strategy and how it ties into our overall financial plan. Tune in to hear tips on how to develop a “roadmap” for protecting what you own, what you make, and what you plan on leaving behind to the next generation.

Listen and Learn:
Play Now: https://bit.ly/3coK9q9
Web Player + Show Notes: http://bit.ly/3t44RSP
Subscribe on Apple: https://apple.co/2tmxdyg

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