How Stablecoins Will Change Everything | Ep #76
For decades, transferring money meant dealing with delays, fees, and friction. Whether wiring funds across borders or writing a simple check, every transaction required multiple intermediaries — and time.
But that system is changing rapidly. With the rise of stablecoins, we’re witnessing a turning point in how people send, receive, and manage money — faster, safer, and with greater independence.
What Are Stablecoins? | Ep #75
Financial technology is evolving fast, and few innovations have created as much conversation as stablecoins — digital assets that maintain a fixed value linked to the U.S. dollar.
Mitigating Taxes In a Concentrated Stock Position | Ep #60
We dive into managing the challenges posed by concentrated stock positions. When individuals hold significant investments in a single stock, such as Apple, Nvidia, or Tesla, they may face considerable capital gains taxes and financial risk.
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.
What To Expect From Trump’s Second Term – Part 1 | Ep #58
In this episode, we discuss the economic implications of Donald Trump’s second presidential term, focusing on markets, regulation, energy, and inflation.
IRA Changes with SECURE Act 2.0 | Ep #57
Bruce and Alex Koury dive into the changes introduced by the SECURE Act 2.0, which has made significant modifications to IRA and trust regulations.
Donor-Advised Funds 2024 | Ep #56
Bruce and Jason Hosler discuss donor-advised funds (DAFs). With the end of 2024 approaching, DAFs are a timely and powerful tool for the charitably inclined, particularly those looking to manage tax liabilities while contributing to causes they care about.
Your Kids Can’t Convert Your IRA to a Roth | Ep #54
In this episode, we focus on this crucial aspect of estate planning: converting your IRA to a Roth IRA before passing it to your children.
The Updated 10-Year IRA Rule for Beneficiaries | Ep #53
Bruce and Alex Koury discuss the updated 10-year IRA rule for beneficiaries, finalized by the IRS on July 18, 2024. Under the old Strech IRA rules, beneficiaries could stretch out Required Minimum Distributions (RMDs) over their lifetimes, creating a favorable tax strategy for passing on wealth.
Securing Your Estate: What To Do Now with Jon Linford – Part 2 | Ep #52
In part two, with estate attorney Jon Linford, we discuss crucial estate planning considerations as we approach the 2026 sunset of the Tax Cuts and Jobs Act.