What To Expect From Trump’s Second Term – Part 2 | Ep #59
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.
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.
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.
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.
What Happens To My Trust When I Die? | Ep #27
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 trust when you pass.
Leaving an Inheritance to Your Kids | Ep #23
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 this now while you are still able.