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Tag: Retirement Planning

The Stretch Roth IRA is no longer the ideal wealth transfer vehicle

To enlarge/shrink flipbook for viewing - click the button above. To Print or Download a PDF version - click the elipsis Securities and advisory services offered through Commonwealth Financial Network®, Member www.FINRA.org/www.SIPC.org, a Registered Investment Adviser. 700 S. Montezuma Street, Prescott, AZ 86303. Phone: 928.778.7666. The Financial Advisors associated with this website may discuss and/or transact business only with residents
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#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 $5
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#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 tax
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#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.
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#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 importance
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15
Feb

Important Considerations for Leaving Your Kids an Inheritance

Important Considerations for Leaving Your Kids an Inheritance Deciding what to leave to your children – and how to do it – is a challenging topic. But it’s crucially important to explore your options and determine a path that fits with your goals and legacy desires. Some parents pinch pennies for a lifetime in order to leave a large inheritance,

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13
Feb

Avoid Probate Problems: The ‘Pour-Over Will’ is No Substitute for Proper Estate Planning

Avoid Probate Problems: The ‘Pour-Over Will’ is No Substitute for Proper Estate Planning Upon your passing, your estate could end up in probate if you don’t plan properly. All of your affairs will become public record, paperwork can be delayed, and there will, of course, be attorneys’ fees. Probate is the legal process for verifying a Will, appointing the executor,

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#37 | The US Debt Clock – And What It Can Tell You

Show NotesTranscriptView All Episodes Today, Bruce Hosler and Jon Gay dive into the financial realities of the United States, focusing on the website USDebtClock.org. This website offers real-time data on national finances, including our ever-increasing national debt. As of this podcast, the U.S. national debt is at about $33.7 trillion, a steep increase from $27 trillion just three years ago.
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#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 retirees
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#33 | What Did You Learn About Money Growing Up?

Show NotesTranscriptView All Episodes In this episode of the Protecting and Preserving Wealth Podcast, Jon Gay and Bruce Hosler discuss the importance of early financial lessons and their lasting impact. Bruce begins client relationships by asking them clients about their childhood money experiences, highlighting how these early lessons shape our financial behaviors. Today, we explore how different family dynamics influence
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