Wealth Coast - Wealth Management and Insurance Solutions

Life insurance medical exams are a key part of evaluating health risks and determining the appropriate coverage for clients.

Wealth Coast partner and private wealth advisor, Timothy Mulroy - Northwestern Mutual, recently shared insights with Wall Street Journal Buy Side on what these exams entail - from blood pressure checks to reviewing complex medical histories - and why they are so important in the underwriting process. We also discussed no-exam options, such as accelerated or simplified underwriting, which can provide flexibility while still offering meaningful protection.

To learn more about the Life Insurance Medical Exam process, what it involves and how it affects you, read the full article here:

https://www.wsj.com/buyside/personal-finance/life-insurance/life-insurance-medical-exam?gaa_ts=68f09ed3&gaa_sig=jpbBX9hmo9rBrd949eIv7o6YbGsqYRi-GAkZ1y2Ma2i-iLfRq_FQ5owNpdS_wFCltlVBFbHBo5yslO4nlh_vjA%3D%3D&gaa_at=eafs&gaa_n=AWEtsqcKp_regVA7ScdX8zjqpE-zl18L-VEpK1VpJvgWBFNffiDAHI_QhdXh

We are excited to announce that Wealth Coast has merged with MST Financial, doubling our strength and expanding our expertise to better serve you!

This merger combines our tailored financial planning with MST’s strategic investment management.

We welcome three new partners: Tom Miller, Henry Sladek, and Chad Shaw, along with six skilled team members joining our mission to guide you toward financial success.

Together, we're committed to helping you get the most out of life. Stay tuned for more updates!

🔔 Reminder 🔔

Don't forget to tune in this morning at 7:40 a.m. PT for an exciting segment on The Business Briefing! 📈

Topic: Insights from Northwestern Mutual’s latest Planning & Progress Study
Trend: More Americans plan to leave an inheritance, fewer expect to receive one.

📅 Date: Tuesday, July 22
⏰ Time: 7:40 a.m. PT (live!)
🎙 Where: SiriusXM Business Radio, Channel 132

Josh will explore the growing inheritance gap and its implications on long-term financial planning. Perfect for your morning coffee ☕️. We hope you'll tune in!

Listen live here: https://www.siriusxm.com/player/channel-linear/entity/9737bbee-364f-05f9-fe3f-392bbbf61850?visitorid=05571629691544406483191384510131061627&visitnumber=2&_branch_match_id=1475859741706069580&utm_source=SiriusXM%20Landing%20Page&utm_medium=.com&_branch_referrer=H4sIAAAAAAAAAx3MQQrCMBBA0dt02cwkk7QRijsRtx5AUkx10KZhkqorz25x%2BXnw77XmslOqfOY25Nw%2BOT0UAeTTcdXpMO5fXLimdR6jDLr51yJ8HcDaDp32zqMlInDUG%2FRoerIIaBDcpl3zlThFEU63yyjLu2yXc5iC8A%2BS6LtteQAAAA%3D%3D

LIVE TOMORROW MORNING – Josh Buttrey will be joining The Business Briefing with Janet Alvarez on SiriusXM Business Radio channel 132!

They will be diving into new insights from Northwestern Mutual’s latest Planning & Progress Study, including a surprising trend: more Americans say they plan to leave an inheritance, yet fewer expect to receive one.

📅 Tuesday, July 22
⏰ 7:40 a.m. PT (live!)
🎙 SiriusXM Channel 132

Josh will share why this growing inheritance gap matters and how it might impact the way we think about long-term financial planning.

It’s a quick, insightful segment – perfect for your morning coffee. We hope you’ll tune in! And if the topic resonates, let’s connect and talk more.

Listen live here: https://www.siriusxm.com/player/channel-linear/entity/9737bbee-364f-05f9-fe3f-392bbbf61850?visitorid=05571629691544406483191384510131061627&visitnumber=2&_branch_match_id=1475859741706069580&utm_source=SiriusXM%20Landing%20Page&utm_medium=.com&_branch_referrer=H4sIAAAAAAAAAx3MQQrCMBBA0dt02cwkk7QRijsRtx5AUkx10KZhkqorz25x%2BXnw77XmslOqfOY25Nw%2BOT0UAeTTcdXpMO5fXLimdR6jDLr51yJ8HcDaDp32zqMlInDUG%2FRoerIIaBDcpl3zlThFEU63yyjLu2yXc5iC8A%2BS6LtteQAAAA%3D%3D

Are you a CFP® looking to join a fast-paced, growing wealth management firm? We're . Know anyone who might be interested?

Wealth Coast Wealth Management hiring Private Wealth Associate in Irvine, California, United States | LinkedIn Posted 5:22:49 AM. The Private Wealth Associate is responsible for the ex*****on of all recommendations made for…See this and similar jobs on LinkedIn.

Congratulations Tim! 🎉

Wealth Coast is thrilled to announce that our founder and partner, Timothy Mulroy - Northwestern Mutual, has been featured in the Los Angeles Times Business to Business annual “Orange County Visionaries” banking and finance section! This recognition highlights the region's leading financial stewards who are shaping the future of the Orange County business community.

Read more about Tim's incredible achievement at the link below:

https://www.latimes.com/ocb2b

🌟 What an incredible day at Second Harvest Food Bank! 🌟 Our team came together and sorted a whopping 4.5 TONS of pears 🍐. It was truly inspiring to see the impact of our collective effort in giving back to our community. Thank you Second Harvest Food Bank of Orange County for having us! 💪✨

Northwestern Mutual, one of the strongest financial services companies, announced it expects its highest dividend payout ever.

We are proud to partner with a company that shares its success and puts policyowners first.

Here's to getting the most out of life!

Read more: https://www.northwesternmutual.com/life-and-money/northwestern-mutual-expects-record-breaking-dividend-payout/?utm_source=facebook&utm_medium=organic_social&utm_campaign=lifeandmoney&utm_content=lm_planning-with-nm_field&utm_term=dividend-payout-2025&agentid=092821

🏌️‍♂️⛳ A huge shoutout to Team NEGU: Never Ever Give Up for putting together another awesome Golf Classic - we always look forward to this inspiring event! Let's keep encouraging kids fighting cancer to Never Ever Give Up! 💛🎗️

Grateful for a wonderful day at the movies with our clients and their families! Building connections outside of business is the key to our success here at Wealth Coast.

Thank you to the Orange County Business Journal for nominating our Co-Founder, Timothy Mulroy, to be in the running for an Excellence in Entrepreneurship award! . The 2024 Excellence in Entrepreneurship Awards highlights individuals who exemplify the American entrepreneurial spirit – through creativity and determination in the establishment and nurturing of business ventures.

Read more at the link below!

https://lnkd.in/gr7xFnZX

The Fed’s focus on the labor market may lead to the Fed going too far with rate hikes. Read Northwestern Mutual Wealth Management Company Chief Investment Officer Brent Schutte’s thoughts in this week’s Market Commentary.

The Fed’s Focus on Jobs The seemingly strong job market may cause the Fed to go too far on interest rates. See our take in this week’s Northwestern Mutual Market Commentary.