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.
2024 Interest Rate Outlook | Ep #38
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.
Use the Buckets of Money strategy for retirement income | Ep #34
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 face when market downturns coincide with the early years of retirement.
Explaining 5 Major Benefits of the Roth 401(k)
Most people are familiar with the traditional 401(k) retirement account. It has become the de facto retirement-saving vehicle for millions of Americans.
Switching Social Security Benefits | Ep #31
Bruce and Jason Hosler discuss various aspects of Social Security benefits and switching strategies. They start by explaining the concept of switching benefits, which allows individuals to switch to a new benefit when they become entitled, especially if it is higher than their current benefit.
What Are Qualified Charitable Distributions?
Charitable giving is a popular tax-saving tactic we explore when evaluating ways to limit our clients’ tax liabilities in retirement.
Explaining 6 Important Estate Planning Basics
You’ve worked hard to build your wealth but as the old saying goes, “You can’t take it with you.”
What do you want your wealth and assets to do after you’re gone? This is the question you answer through the estate planning process — a critical component to everyone’s financial and retirement planning.
Stop Contributing to IRAs and 401Ks | Ep #28
Bruce and Jon discuss a counterintuitive approach: discontinuing contributions to traditional IRAs and 401ks. Drawing insights from IRA distribution expert Ed Slott, I challenge established retirement planning conventions. Slott is a recognized authority in IRA planning, is a professional speaker, best-selling author, and well-regarded by The Wall Street Journal and USA Today.