Josh Bliss, Wealth Management Advisor

Josh Bliss, Wealth Management Advisor Senior Vice President / Investment Advisor Representative
Gateway Capital Management

480-266-7536 Balboa Wealth Partners is a registered investment advisor.

Securities and advisory services offered through Balboa Wealth Partners. Balboa Wealth provides investment advisory and related services for clients nationally. Balboa Wealth will maintain all applicable registrations and licenses required by the various states in which it conducts business. For additional information, please visit our website at www.balboawealth.com

08/06/2026

Understand the main retirement account options available to self-employed professionals and business owners. This overview explains how different plans work, how contributions are treated for taxes, and how each option can fit into a long-term retirement strategy.

08/02/2026

Understand why building personal income and savings alongside a business can improve long-term financial security. This overview explains how compensation, retirement planning, and exit decisions work together—rather than relying solely on a future sale.

07/30/2026

Understand why a consistent savings framework is a key part of long-term retirement planning. This overview explains how budgeting, contribution discipline, and account coordination support retirement income goals over time.

07/28/2026

Understand how an exit income plan helps turn accumulated savings or business value into sustainable retirement income. This overview explains how timing, taxes, and account coordination play a role in creating a smoother transition into retirement.

07/26/2026

Learn how self-employed professionals can structure retirement plans to manage taxes and create sustainable income. This overview explains common retirement account options, contribution strategies, and planning considerations for business owners and independent earners.

07/23/2026

Learn how some retirees plan for higher spending in the early years of retirement while staying mindful of taxes, longevity, and market risk. This overview explains the planning considerations behind a flexible spending approach.

07/21/2026

Learn how home equity may be incorporated into a retirement income strategy while continuing to live in your home. This overview outlines common options, planning considerations, and trade-offs to understand before deciding.

07/19/2026

Learn how home equity may be used as part of a broader retirement income plan. This overview explains three common strategies and the planning considerations, trade-offs, and risks involved.

07/16/2026

Understand how spending patterns often change in the early years of retirement. This overview explains why planning for flexibility—rather than strict cutbacks—can better align income with lifestyle, health, and timing.

Address

Scottsdale, AZ
85260

Telephone

+14802667536

Website

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