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All Podcast Episodes

All Podcast Episodes

AllBusiness Owner Exit-Planning StrategiesEstate & Legacy PlanningInsurance PlanningInvestment ManagementRetirement PlanningTax Reduction StrategiesWealth Management
 

#40 | Tax Questions When Exit Planning For Your Business

Today, Bruce and Jason Hosler dive into the complexities of exit planning and tax issues related to selling a business. We kick…

#39 | 2024 Election Year Market Outlook

Today we have a comprehensive discussion with Bruce Hosler and Alex Koury of Hosler Wealth Management about the market outlook for 2024.…

#38 | 2024 Interest Rate Outlook

Today, Bruce and Jason Hosler delve into the financial landscape of 2024, focusing on the pivotal role of interest rates, the ongoing…

#37 | The US Debt Clock – And What It Can Tell You

Today, Bruce Hosler and Jon Gay dive into the financial realities of the United States, focusing on the website USDebtClock.org. This website offers real-time data on national finances, including…

#36 | S&P in 2023 and the ‘Magnificent Seven’

Today, Bruce and Alex Koury talk about the S&P 500's present situation and potential future growth, emphasizing the role that specific stocks…

#35 | The Corporate Transparency Act

Bruce and Jason Hosler discuss the Corporate Transparency Act (CTA) implications for small business owners. The CTA, a new regulation set by…

#34 | Use the Buckets of Money strategy for retirement income

In this episode of the "Protecting and Preserving Wealth" podcast, host Bruce Hosler and Jon Gay dive deep into the Buckets of Money strategy for retirement income. Amidst a…

#33 | What Did You Learn About Money Growing Up?

In this episode of the Protecting and Preserving Wealth Podcast, Jon Gay and Bruce Hosler discuss the importance of early financial lessons and their lasting impact. Bruce begins client…

#32 | Having a Will is Not a Complete Estate Plan

In this episode of the Protecting and Preserving Wealth Podcast, host Bruce Hosler and Jon dive into the crucial topic of why having a will is only a partial…

#31 | Switching Social Security Benefits

Today, Jon Gay, Bruce Hosler, and Jason Hosler from Hosler Wealth Management discuss various aspects of Social Security benefits and switching strategies.…

#30 | Estate Planning

Today, Bruce and Jon are joined by Alex Koury, a wealth advisor with Hosler Wealth Management from the Scottsdale office, speaking about…

#29 | 529 Plan Update for 2023

In this episode of "Protecting and Preserving Wealth," Bruce and Jon dive into a comprehensive discussion about the intricacies and nuances of 529 plans. These plans, designed to aid…

#28 | Stop Contributing to IRAs and 401Ks

In this episode of "Protecting and Preserving Wealth," Bruce and Jon discuss a counterintuitive approach: discontinuing contributions to traditional IRAs and 401ks. Drawing insights from IRA distribution expert Ed…

#27 | What Happens To My Trust When I Die?

Many of our listeners have established a trust for their assets upon passing. And while nobody wants to think about their mortality, today I explain what happens to that…

#26 | Should I Take the Standard Deduction or Itemize?

It's a question many taxpayers ask themselves each year.  Should I itemize my deductions, or should I take the standard?  Of course, every situation is different.  But today, I…

#25 | Secure Act 2.0 Mandates Roth Catch-up Contributions in 2024

Congress has passed the SECURE Act 2.0. Among the many retirement plan changes are new catch-up contribution requirements. Alex Koury from Hosler…

#24 | Avoiding Probate Problems

Upon your passing, your estate could end up in probate. All your affairs will become public record, there can be delays on…

#23 | Leaving an Inheritance to Your Kids

Deciding what to leave to your children - and how to do it - is a challenging topic to bring up. But it's crucially important to take care of…

#22 | Income Taxes in 2023

As a tax accountant, Bruce Hosler is certainly in his busy season, as he and his team of tax professionals, CPAs, and Enrolled agents are hard at work on…

#21 | The Roth 401(k)

You may be familiar with a traditional 401(k) retirement plan, but today Bruce Hosler of Hosler Wealth Management will explain how a Roth 401(k) works, how it's different, and…

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