Protecting & Preserving Wealth Explained | Ep #45

Bruce and Jason Hosler discuss the firm’s commitment to protecting their clients’ financial futures. Bruce begins by underlining the company’s longstanding dedication to protecting and maintaining money during global volatility, something many overlook.
BONUS – David McKnight on The Power Of Zero in 2024 | Ep #44

Bruce welcomes a special guest for today’s episode. We discuss the critical state of the U.S. national debt and its implications for future tax rates with David McKnight, author of “The Power of Zero.”
MOVING TO TAX-FREE™ Bruce’s New Book | Ep #43

In this episode of “Protecting and Preserving Wealth,” we delve into the significance of moving financial assets to tax-free vehicles, a topic I have extensively explored in my new book, “MOVING TO TAX-FREE™.”
Refinance Your Retirement | Ep #42

Refinancing your retirement. Amidst soaring interest rates similar to those of the early 2000s, we explore why now might be the golden hour to lock in these rates for your retirement plans.
Retirement Questions When Selling Your Business | Ep #41

Bruce Hosler and Alex Koury are both Certified Exit Planning Advisors (CEPA®), and our conversation revolves around ensuring business owners have enough funds to retire comfortably after selling their business. This is a significant concern since many owners have their wealth tied up in their businesses.
Tax Questions When Exit Planning For Your Business | Ep #40

Bruce and Jason Hosler dive into the complexities of exit planning and tax issues related to selling a business. We kick off discussing the importance of understanding a business’s structure when preparing for a sale.
2024 Election Year Market Outlook | Ep #39

Bruce Hosler and Alex Koury discuss about the market outlook for 2024. We’re now into a Presidential election year, and Alex addresses the common concern about the impact of presidential elections on market performance.
2024 Interest Rate Outlook | Ep #38

Bruce and Jason Hosler delve into the financial landscape of 2024, focusing on the pivotal role of interest rates, the ongoing impact of inflation, and the potential influence of the presidential election on the economy.
The US Debt Clock – And What It Can Tell You | Ep #37

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 our ever-increasing national debt. As of this podcast, the U.S. national debt is at about $33.7 trillion, a steep increase from $27 trillion just three years ago.
S&P in 2023 and the ‘Magnificent Seven’ | Ep #36

Bruce and Alex Koury talk about the S&P 500’s present situation and potential future growth, emphasizing the role that specific stocks and more general investment strategies play in these turbulent times.