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.
The Corporate Transparency Act | Ep #35
Bruce and Jason Hosler discuss the Corporate Transparency Act (CTA) implications for small business owners. The CTA, a new regulation set by the Treasury Department’s lesser-known division, The Financial Crimes Enforcement Network (FinCEN), mandates that most small businesses disclose comprehensive information about their beneficial owners. This mandate includes personal and contact details, requiring a new application process starting January 1st, 2024.
Use the Buckets of Money strategy for retirement income | Ep #34
Bruce Hosler and Jon Gay dive deep into the Buckets of Money strategy for retirement income. Amidst a backdrop of stock market volatility, geopolitical tensions, and inflation, Bruce presents the Buckets of Money strategy as a safeguard against Sequence of Return Risk—a serious risk retirees face when market downturns coincide with the early years of retirement.
What Did You Learn About Money Growing Up? | Ep #33
Bruce discusses the importance of early financial lessons and their lasting impact. Bruce begins client relationships by asking them about their childhood money experiences, highlighting how these early lessons shape our financial behaviors.
Having a Will is Not a Complete Estate Plan | Ep #32
Bruce Hosler and Jon dive into the crucial topic of why having a will is only a partial estate plan – exploring the significance of beneficiary forms and their power in estate planning.