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.
Essential Estate Planning: Navigating Trusts, Taxes, and Digital Assets with Jon Linford – Part 1 | Ep #51
In part 1 of our Estate Planning Podcast Episodes, I welcome Jon Linford, a seasoned estate planning attorney from Morris Hall. We delve into the complexities and critical considerations of estate planning, a topic of utmost importance for anyone concerned about their financial future.
Meet Bruce Hosler: An Experience Professional in Tax-Free Retirement | Ep #50
Get insights from Bruce Hosler on interest rates, inflation, private equity, and market trends in this 2024 mid-year review podcast episode.
Meet Bruce Hosler: Guide to a Tax-Free Future | Ep #49
Get key market insights from Bruce Hosler in this 2024 mid-year review, covering inflation, interest rates, and trends shaping your financial outlook.
The Roth IRA is no longer the ideal wealth transfer vehicle | Ep #47
Bruce and Jason Hosler 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 This Act drastically altered the landscape, as it now requires inherited IRAs to be fully withdrawn within ten years, eliminating the lifetime benefit that was once the key feature of the Roth Stretch IRA.
Stock Market History During Presidential Election Cycles | Ep #46
Navigation: Home Show Notes Guest Profile Transcript All Podcast Episodes Stock Market History During Presidential Election Cycles Share: 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 […]
Protecting & Preserving Wealth Explained | Ep #45
Bruce and Jason Hosler discuss the firm’s commitment to protecting their clients’ financial futures. Bruce begins by underlining the company’s longstanding dedication to protecting and maintaining money during global volatility, something many overlook.
BONUS – David McKnight on The Power Of Zero in 2024 | Ep #44
Bruce 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.”
MOVING TO TAX-FREE™ Bruce’s New Book | Ep #43
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™.”
2024 Election Year Market Outlook | Ep #39
Bruce Hosler and Alex Koury discuss 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.
Our Approach to Building a Tax-Free Retirement | Ep #38
Get insights from “hosler wealth management llc” at hoslerwm.com on interest rate trends, inflation, and market factors shaping financial decisions.
S&P in 2023 and the ‘Magnificent Seven’ | Ep #36
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.