The Every Dollar Counts Podcast with Josh & Jay is made for and dedicated to those folks serious about their financial plan. Josh Null and Jay Stubbs dedicate their time to dissecting and explaining the various investment & insurance services and products available to consumers, as well discussing lifestyle interests of the dedicated investors. Josh and Jay are also often joined by the best and brightest guests from our industry.
How The CARES Act Is Impacting 401k Plans
This episode features audio clips from a recent qualified plan educational webinar that Josh hosted with Matthew Eickman, the National Retirement Practice Leader for Prime Capital Investment Advisors & Qualified Plan Advisors. Josh and Jay dive into the most important tasks that plan sponsors need to take NOW related to the CARES Act, and is a really important listen to any qualified plan decision makers!
The Top 5 Things On The Mind of Gulf Coast Area Business Owners
Lions & Tigers & Bears, oh my! If the global pandemic wasn’t enough, Gulf Coast area business owners have also had to deal with multiple hurricanes!! Living along the Gulf Coast presents unique challenges and rewards for business owners. In the episode, Josh and Jay give their respective Top 5 lists for what area business owners are thinking about right now. Tune in to hear their thoughts on Hurricane Sally, what to do with employees, taxes, tech, incomes, cash flow, and reserves, and of course…Covid.
Ketchup! What Covid Has Changed: The Good, The Bad and The Ugly
Josh & Jay are back in studio at Deep Fried Studios for the first time in months! It’s been just a week since Hurricane Sally hit our part of the Gulf Coast with a fury. Josh and Jay discuss the impact of the storm plus everything that has changed over the past 6 months while dealing with the Covid pandemic. Tune into to hear the “good, the bad and the ugly” of the personal changes each host has experienced.
REAP 4: How 401(k) Plans Have Evolved Over The Years
Josh & Jay talk with Chris Roper, Plan Success Consultant with Qualified Plan Advisors & Chris Bouffard, Managing Director of Wealth Management for Prime Capital Investment Advisors on Chapter 4 of our Retirement Planning & Education Series. The guys discuss the evolution of retirement plans, with defined benefit plans giving way to defined contribution plans over the previous decades, and how current trends are demanding even more attention paid to 401(k) plan participants thru financial wellness programs.
REAP 3: Don’t Get Sued! How To Reduce Liability In Your 401(k) Plan
Josh & Jay welcome Chris Roper, Plan Success Consultant with Qualified Plan Advisors and Tim Hakes, President of Prime Capital Investment Advisors to the Deep Fried studios for Chapter 3 of our Retirement Planning and Education (REAP) Series. In this episode, the guys discuss liability issues, including why the fiduciary status of plan sponsors, administrators, and advisors is so important, particularly if the IRS, Department of Labor, or a plaintiff’s attorney coming knocking at your door.
REAP 2: Not All Target Date Funds Are Created Equal
Josh & Jay talk with Chris Roper, Plan Success Consultant with Qualified Plan Advisors & Chris Bouffard, Managing Director of Wealth Management for Prime Capital Investment Advisors on Chapter 2 of our Retirement Planning & Education (REAP) Series. The guys discuss target date funds, and how a product that seems so consistent across companies can vary so much in equity exposure and asset classes. Take a listen to what you as a business owner need to know about your 401(k) plan!