Tag: Investment Management
#49 | 2024 Mid-Year Review Part 1
Show NotesGuest ProfileTranscriptView All Episodes Today, we are taking a midyear look at the financial markets for 2024, focusing on key metrics and trends influencing our investments and financial decisions. As of our recording date of July 2nd, the S&P 500 has impressively risen over 15%, currently standing at 5,495. Bruce explains that the price-to-earnings (PE) ratio is at 20.99,Read more
#47 | The Roth IRA is no longer the ideal wealth transfer vehicle
Show NotesGuest ProfileTranscriptView All Episodes In this episode of 'Protecting and Preserving Wealth,' we delve into the significant changes to the Roth Stretch IRA, resulting from the SECURE Act, that came into effect on January 1, 2020. This Act drastically altered the landscape, as it now requires inherited IRAs to be fully withdrawn within ten years, eliminating the lifetime benefitRead more
#46 | Stock Market History During Presidential Election Cycles
Show NotesGuest ProfileTranscriptView All Episodes This episode of "Protecting and Preserving Wealth" discusses the stock market's behavior during the presidential election years and its implications for investors. As the November 5th, 2024, presidential election approaches, many investors are concerned about market performance under different administrations and the potential for a market crash if the "wrong" president is elected. Around $5Read more
#45 | Protecting & Preserving Wealth Explained
Show NotesGuest ProfileTranscriptView All Episodes In this episode of "Protecting and Preserving Wealth," Jason Hosler and I discuss the firm's commitment to protecting their clients' financial futures. I begin by underlining the company's longstanding dedication to protecting and maintaining money during global volatility, something many overlook. Delving into my new book, "Moving to Tax-Free," I underscore the practicality of taxRead more
#44 | BONUS – David McKnight on The Power Of Zero in 2024
Show NotesGuest ProfileTranscriptView All Episodes Bruce Hosler welcomes a special guest for today's episode. We discuss the critical state of the U.S. national debt and its implications for future tax rates with David McKnight, author of "The Power of Zero." McKnight highlights the dramatic increase in national debt from $5 trillion in 1999 to an expected $54 trillion by 2033.Read more
#43 | MOVING TO TAX-FREE™ Bruce’s New Book
Show NotesGuest ProfileTranscriptView All Episodes In this episode of "Protecting and Preserving Wealth," we delve into the significance of moving financial assets to tax-free vehicles, a topic I have extensively explored in my new book, “MOVING TO TAX-FREE™.” Alongside Jason Hosler and host Jon Jag Gay, we discuss the critical nature of planning for a tax-free retirement, emphasizing the importanceRead more
#39 | 2024 Election Year Market Outlook
Show NotesGuest ProfileTranscriptView All Episodes Today we have a comprehensive discussion with Bruce Hosler and Alex Koury of Hosler Wealth Management about the market outlook for 2024. We're now into a Presidential election year, and Alex addresses the common concern about the impact of presidential elections on market performance. Historically, the market has averaged an 11.6% return during election years,Read more
#38 | 2024 Interest Rate Outlook
Show NotesGuest ProfileTranscriptView All Episodes Today, Bruce and Jason Hosler delve into the financial landscape of 2024, focusing on the pivotal role of interest rates, the ongoing impact of inflation, and the potential influence of the presidential election on the economy. The Federal Reserve had significant influence on the financial events of 2023, particularly through historic rate increases and aRead more
#36 | S&P in 2023 and the ‘Magnificent Seven’
Show NotesGuest ProfileTranscriptView All Episodes Today, Bruce and Alex Koury talk about the S&P 500's present situation and potential future growth, emphasizing the role that specific stocks and more general investment strategies play in these turbulent times. Alex begins by outlining the S&P 500's incredible 2023 performance, powered mainly by seven stocks—dubbed the 'Magnificent 7.' These are IT behemoths likeRead more
#34 | Use the Buckets of Money strategy for retirement income
Show NotesTranscriptView All Episodes In this episode of the "Protecting and Preserving Wealth" podcast, host Bruce Hosler and Jon Gay dive deep into the Buckets of Money strategy for retirement income. Amidst a backdrop of stock market volatility, geopolitical tensions, and inflation, Bruce presents the Buckets of Money strategy as a safeguard against Sequence of Return Risk—a serious risk retireesRead more
