Podcast

#61 | Estate and Legacy Planning – Part 1 of 6

Show NotesGuest ProfileTranscriptView All Episodes In this Protecting and Preserving Wealth episode, we’re kicking off our six-part series on estate and legacy planning. We dive into the critical steps of preparing for the Great Wealth Transfer—an estimated $84 trillion passing to the next generation by 2045. Of that, $72 trillion will go to heirs, making proper planning essential. We talk
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#60 | Mitigating Taxes In a Concentrated Stock Position

Show NotesGuest ProfileTranscriptView All Episodes In this episode of Protecting and Preserving Wealth, we dive into managing the challenges posed by concentrated stock positions. When individuals hold significant investments in a single stock, such as Apple, Nvidia, or Tesla, they may face considerable capital gains taxes and financial risk. To address these concerns, we explore a range of tax-efficient diversification
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#59 | What To Expect From Trump’s Second Term – Part 2

Show NotesGuest ProfileTranscriptView All Episodes In Part 2, of What To Expect From Trump’s Second Term, we take an in-depth look at the potential economic consequences of a Trump administration, honing in on key areas such as interest rates, tax policy, government efficiency, and immigration. Our discussion, led by Alex, Jason, and me, delves into the Federal Reserve's interest rate
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#58 | What To Expect From Trump’s Second Term – Part 1

Show NotesGuest ProfileTranscriptView All Episodes In the first part of our two-part series, we discuss the economic implications of Donald Trump's second presidential term, focusing on markets, regulation, energy, and inflation. With the election concluded, markets have responded positively to the reduced uncertainty, reflecting a renewed sense of clarity. We highlight how a Republican-controlled House and Senate could further enhance
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#57 | IRA Changes with SECURE Act 2.0

Show NotesGuest ProfileTranscriptView All Episodes In this episode of Protecting and Preserving Wealth, we dive into the changes introduced by the SECURE Act 2.0, which has made significant modifications to IRA and trust regulations. Bruce Hosler and Alex Koury from Hosler Wealth Management explain the complexities and implications of these new regulations. The conversation begins with Bruce explaining the updated
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#56 | Donor-Advised Funds 2024

Show NotesGuest ProfileTranscriptView All Episodes In this episode of Protecting and Preserving Wealth, Jason and I discuss donor-advised funds (DAFs). With the end of 2024 approaching, DAFs are a timely and powerful tool for the charitably inclined, particularly those looking to manage tax liabilities while contributing to causes they care about. I explain that a donor-advised fund allows individuals to donate
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#55 | 2025 Medicare Changes

Show NotesGuest ProfileTranscriptView All Episodes In this episode of Protecting and Preserving Wealth, we dive into the upcoming changes to Medicare for 2025, focusing on critical issues that affect both current Medicare recipients and those who have yet to claim it. Bruce Hosler and Alex Koury from Hosler Wealth Management discuss Medicare enrollment, premium penalties, and significant updates in the next
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#54 | Your Kids Can’t Convert Your IRA to a Roth

Show NotesGuest ProfileTranscriptView All Episodes It’s true, and in this episode of Protecting and Preserving Wealth, we focus on this crucial aspect of estate planning: converting your IRA to a Roth IRA before passing it to your children.  We discuss the importance of making this conversion while you're alive because your children cannot convert an inherited IRA to a Roth
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#53 | The Updated 10-Year IRA Rule for Beneficiaries

Show NotesGuest ProfileTranscriptView All Episodes In this episode of Protecting and Preserving Wealth, we delve into the updated 10-year IRA rule for beneficiaries, finalized by the IRS on July 18, 2024. Under the old Strech IRA rules, beneficiaries could stretch out Required Minimum Distributions (RMDs) over their lifetimes, creating a favorable tax strategy for passing on wealth. However, with the
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#52 | Securing Your Estate: What To Do Now with Jon Linford – Part 2

Show NotesGuest ProfileTranscriptView All Episodes In part two, with estate attorney Jon Linford, we discuss crucial estate planning considerations as we approach the 2026 sunset of the Tax Cuts and Jobs Act. The primary focus is on the significant changes to the estate tax exemption that will occur when the current law sunsets, reducing the exemption from $13.6 million per
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