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.

Avoid These 7 Common Estate Planning Mistakes

Estate planning is a critical component of a comprehensive financial plan. Anyone can easily misunderstand its complexities and nuances, leading to costly mistakes if not done the right way. Let’s explore seven common mistakes people often make with estate planning and how you can avoid them.

Secure Act 2.0 Mandates Roth Catch-up Contributions in 2024 | Ep #25

Congress has passed the SECURE Act 2.0. Among the many retirement plan changes are new catch-up contribution requirements. Alex Koury from Hosler Wealth Management joins Bruce today to explain.

How Property Owners Can Limit Taxes with a 1031 Exchange

Our team at Hosler Wealth Management focuses on limiting the amount of taxes our clients pay as they approach and enter retirement. One tax-saving tool is the 1031 exchange. Let’s look closer at what it is and how it can help you limit your tax liability.

Avoiding Probate Problems | Ep #24

Upon your passing, your estate could end up in probate. All your affairs will become public record, there can be delays on the paperwork, and there will, of course, be attorneys’ fees. Jason Hosler rejoins us today to talk about avoiding probate.

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.

The Roth 401(k) | Ep #21

You may be familiar with a traditional 401(k) retirement plan, but today Bruce will explain how a Roth 401(k) works, how it’s different, and the benefits associated with it.

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.

Avoiding IRA Beneficiary Mistakes with the new IRA RMD Regulations

The IRS released 275 pages of changes in RMD (Required Minimum Distributions) in February of 2022. These are proposed regulations, but it is expected that most of them will be approved and become final regulations.