The Roth 401(k) | Ep #21
You may be familiar with a traditional 401(k) retirement plan, but today Bruce will explain how a Roth 401(k) works, how it’s different, and the benefits associated with it.
What is the Roth IRA 5-Year Rule?
We’re big fans of the Roth IRA at Hosler Wealth Management. It’s one of the key vehicles we use to help our clients build a tax-free retirement.
Avoiding IRA Beneficiary Mistakes with the new IRA RMD Regulations
The IRS released 275 pages of changes in RMD (Required Minimum Distributions) in February of 2022. These are proposed regulations, but it is expected that most of them will be approved and become final regulations.
Qualified Charitable Distributions or QCDs | Ep #13
For IRA owners that are charitably inclined, a Qualified Charitable Distribution, or QCD, can be an incredibly useful tool.
What Are We Protecting Wealth FROM? | Ep #8
What exactly are we protecting our wealth from? Today, Bruce explains: Taxes, Inflation, Financial and Estate Planning Mistakes, Client Mistakes, and Poor Investment Management.
What Does Tax-Free Mean? | Ep #1
In our first episode, Bruce Hosler of Hosler Wealth Management sits down with co-host Jon Gay to explain the term “tax-free.” What does it really mean?
The Protecting And Preserving Wealth Podcast | Trailer
Hosler Wealth Management consists of tax accountants, financial planners, and investment advisors. The benefit to our clients is it’s all together combined in one office.
We started the podcast because a number of clients have questions, and this is a way for us to give them a venue to listen to different answers on all the things they’re concerned about today.
What US Navy Seals can teach us about uncertainty
Bruce Hosler shares lessons learned from the Navy Seals on how to cope with stress and uncertainty and still accomplish your goals.
How to Protect Against Inflation
When inflation is stable and predictable, it’s a sign of a basically healthy growing economy. But high inflation can quickly eat away at the purchasing power of your dollars, indicating that the economy might be overheated.
Selling your home in 2022 could be a Great Tax Move!
Housing prices are hitting all-time highs! It is a sellers’ market almost anywhere in the United States, and especially in Arizona.