All Episodes
Every Dollar Counts with Josh & Jay — 63 episodes
How to Work with Jay & Providence Partners
How to Work with Josh & GCFA
Disability Income & BOE for Financial Advisor's Clients
RIAs, IMOs, BGAs: What Financial Advisors Need to Know
How to Incorporate Insurance Planning with Advisory Clients
Making The Leap To Being An Independent Financial Advisor
Re-Launch!
We're Living A Country Song
Bear vs Bull Markets
Fear of Missing Out (FOMO)
How To Pay For Long Term Care
Interest Rates and Income Annuities
What is Risk Tolerance?
Women of Mobile Bay: Michelle Lee Melton, J.D.
Happy Mardi Gras from Josh & Jay
Podcastable and Verbalicious - The EDC Podcast Recap!
How Covid Has Impacted Life Insurance - Update
Which Type Of IRA Is Best For Me?
Life Insurance Retirement Planning (LIRP)
Year End Personal Financial Assessment
Disability Income And The Owner Operator
Should I Trust This Stock Market?
Who Needs Estate Planning?
The Tech We Use To Serve Our Clients
James Pollard of TheAdvisorCoach.com
The 7 Step Protection Audit
What impact has Covid had on life insurance underwriting?
Who are these guys? Getting To Know The Hosts!
What is the Best Retirement Plan for a Business Owner?
What Do Plan Sponsors Gain From Benchmarking Their 401k Plans?
Wealth Transfer Planning and the Estate Tax Exemption
Financial Wellness In A Covid World
Taxes, Stimulus & Market Uncertainty
How the New Electronic Disclosure Rule affects your 401(k) Plan
How The CARES Act Is Impacting 401k Plans
The Top 5 Things On The Mind of Gulf Coast Area Business Owners
Ketchup! What Covid Has Changed: The Good, The Bad and The Ugly
REAP 4: How 401(k) Plans Have Evolved Over The Years
REAP 3: Don't Get Sued! How To Reduce Liability In Your 401(k) Plan
REAP 2: Not All Target Date Funds Are Created Equal
REAP1: Why Benchmarking Your 401k Plan Matters SO Much
Should I consider an Employee Stock Ownership Plan (ESOP)?
Leadership Through Crisis Part 6: Tony Woodard
Leadership Through Crisis Part 5: Robert J. Cruz
Leadership Through Crisis Part 4: Chris Bouffard
Leadership Through Crisis Part 3: Glenn Spencer
Leadership Through Crisis Part 2: Tim Hakes
Leadership Through Crisis Part 1: Scott Colangelo
Jason Will of JPAR Coast & County
Cam Marston of Generational Insights
Johnny Gwin of Deep Fried Studios
Marcus Neto of Blue Fish
Bradley Flowers of Portal Insurance
B.O.S.S. Chapter 4: The Reverse Pink Slip
B.O.S.S. Chapter 3: Defined Benefit & Cash Balance Plans
B.O.S.S. Chapter 2: Buy /Sell Agreements
Succession Planning: Business Owner Strategies & Solutions
Business Owner Strategies & Solutions (B.O.S.S.) Campaign Kick-off!
It's More Than A Retirement Plan
Secrets Of The High-Net Worth Investor
Long Term Care: Where does the money come from?
Does your retirement plan need a Third Party Administrator (TPA)?
First show in the can!