What Are Stablecoins? | Ep #75
Financial technology is evolving fast, and few innovations have created as much conversation as stablecoins — digital assets that maintain a fixed value linked to the U.S. dollar.
January 2026 – HWM Client Virtual Financial Forum
Advisors field questions from clients about current economic events & topics of interest.
February 2026 – Client Update Meeting – Scottsdale
Advisors field questions from clients about current economic events & topics of interest.
February 2026 – Client Update Meeting – Prescott
Advisors field questions from clients about current economic events & topics of interest.
The Truth About Reverse Mortgages – Part 2 | Ep #74
Reverse mortgages have long carried a reputation as a “last resort” loan for retirees struggling to make ends meet. But in reality, when structured correctly, they can become one of the most powerful financial tools available for retirement, tax efficiency, and portfolio preservation.
The Truth About Reverse Mortgages – Part 1 | Ep #73
For many retirees, the dream of financial freedom can feel overshadowed by the weight of ongoing mortgage payments. What if you could eliminate that monthly burden while unlocking a powerful tool to improve cash flow, reduce taxes, and secure your long-term financial future? That’s exactly what a reverse mortgage can offer.
No Tax on Social Security | Ep #72
If you’ve heard the buzz about Social Security becoming tax-free in 2025, it’s time to look beyond the headlines. The One Big, Beautiful Bill Act (OBBBA) introduces a **senior deduction** — not a blanket tax exemption on Social Security. Here’s what retirees and pre-retirees need to know to plan strategically.
Ed Slott IRA and Tax Updates for 2025 | Ep #71
In the ever-evolving world of retirement planning, it’s essential to stay on top of the latest IRS regulations and industry updates. Bruce Hosler, a long-time member of Ed Slott’s Master Elite IRA Advisor Group, recently returned from the Spring 2025 conference with key takeaways every investor should know. In this episode of Protecting and Preserving Wealth, Bruce and Jason Hosler break down the most pressing updates that affect IRA owners and retirees — particularly the implications for Qualified Charitable Distributions (QCDs), IRS Form 8606, and the critical “One Rollover Per Year” rule.
Government shutdowns and investors | September 2025
After much congressional wrangling that failed to produce a federal funding bill, a government shutdown is upon us. That means non essential federal government activities will close temporarily, though essential services including Social Security and the air traffic control system will continue as usual.
Investment Themes in 2025 | Ep #70
As 2025 unfolds, investors face a market defined by rapid innovation, global competition, and shifting regulatory frameworks. From artificial intelligence (AI) to biotech breakthroughs, the financial landscape is full of opportunity—but also complexity. For high-net-worth individuals and families, understanding both the growth potential and tax implications of these themes is critical. This analysis explores 10 investment trends shaping 2025 and provides insights on how to integrate them into a disciplined, tax-efficient wealth strategy.