Leaving an Inheritance to Your Kids | Ep #23

Leaving an inheritance to your kids handing off the torch

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.

Explaining the Benefits of Asset-Based Long-Term Care

Benefits of Asset-Based Long-Term Care

There’s a *70% chance that married couples over age 65 will have one of the spouses requiring long-term care.
In-home, hospice, nursing home, and other related long-term care are costly and can quickly drain a family’s wealth.

What Does Tax-Free Mean? | Ep #1

What Does Tax-Free Mean? Showing a dashboard with no tax on Federal, State or Social Security Income

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

Showing a telescope seeing what's ahead

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.