Avoiding Estate Planning Mistakes, Part 2 | Ep #20
Bruce Hosler and Jon Gay list eight mistakes in the second half of our 2-part series on Avoiding Estate Planning Mistakes.
Avoiding Estate Planning Mistakes, Part 1 | Ep #19
Bruce sits down with Jon Gay for the first of a two-part series on avoiding estate planning mistakes. Sadly, we see these mistakes every day. We’d like to help you avoid them.
Asset-Based Long-Term Care Insurance (LTC) | Ep #12
Asset-based long-term care insurance is something Bruce Hosler and the team at Hosler Wealth Management work on frequently for our clients. Traditional long-term care will require you to pay a premium until you go on claim, and rates can often change. However, asset-based long-term care premiums are paid with assets; therefore, they can’t raise the premium or modify your terms.
What Does Tax-Free Mean? | Ep #1
In our first episode, Bruce Hosler of Hosler Wealth Management sits down with co-host Jon Gay to explain the term “tax-free.” What does it really mean?
The Protecting And Preserving Wealth Podcast | Trailer
Hosler Wealth Management consists of tax accountants, financial planners, and investment advisors. The benefit to our clients is it’s all together combined in one office.
We started the podcast because a number of clients have questions, and this is a way for us to give them a venue to listen to different answers on all the things they’re concerned about today.