Michelle is back with Josh on this week's episode to compare some real-life returns of annuities vs advisory investment accounts.

Josh and Jay revisit their “B.O.S.S. Series”, an acronym that stood for “Business Owner Strategies & Solutions”, where they discuss key topics that mature business owners can use to potentially reduce taxes, plan for the future of their business and how to reward and retain key employees.

Michelle is back with Josh Null to attempt to answer the question: should investor’s hold
individual stocks in their retirement accounts?

On this weeks show, Josh discusses what we learned this past year, that is, things we learned about investing, or financial planning, or risk management, or basically anything that pertains to our audience, then later we ask Jay for his thoughts on what financial decisions and activities we recommend for folks to start the new year.

For today’s show, we are going to attempt to answer the question: Is my generation and any other generations old enough to have adult children, are we raising a generation of gamblers?

With all of this concerning news floating around regarding an AI bubble, mass layoffs, and high inflation, Josh brings on John Luke Tyner to dicuss why investors should remain bullish heading into 2026.

Today we are going to explain why your broker is a dinosaur, and why, if your financial advisor isn’t leading with financial planning, and only handling your investments, they are go the way of the do-do bird in our business.

This week, Josh has a CPA on the show to discuss taxes! We asked this CPA, Sam to come up with 3 tax topics that seem to be top of mind for you mature business owners.