2025 Medicare Changes | Ep #55

Bruce and Alex Koury discuss 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.

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.

Explaining the 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.

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.