All Podcast Episodes
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#58 | What To Expect From Trump’s Second Term – Part 1
In the first part of our two-part series, we discuss the economic implications of Donald Trump's second presidential term,…
#57 | IRA Changes with SECURE Act 2.0
In this episode of Protecting and Preserving Wealth, we dive into the changes introduced by the SECURE Act 2.0, which…
#56 | Donor-Advised Funds 2024
In this episode of Protecting and Preserving Wealth, Jason and I discuss donor-advised funds (DAFs). With the end of 2024 approaching,…
#55 | 2025 Medicare Changes
In this episode of Protecting and Preserving Wealth, we dive into the upcoming changes to Medicare for 2025, focusing on…
#54 | Your Kids Can’t Convert Your IRA to a Roth
It’s true, and in this episode of Protecting and Preserving Wealth, we focus on this crucial aspect of estate planning:…
#53 | The Updated 10-Year IRA Rule for Beneficiaries
In this episode of Protecting and Preserving Wealth, we delve into the updated 10-year IRA rule for beneficiaries, finalized…
#52 | Securing Your Estate: What To Do Now with Jon Linford – Part 2
In part two, with estate attorney Jon Linford, we discuss crucial estate planning considerations as we approach the 2026…
#51 | Essential Estate Planning: Navigating Trusts, Taxes, and Digital Assets with Jon Linford – Part 1
In part 1 of our Estate Planning Podcast Episodes, I welcome Jon Linford, a seasoned estate planning attorney from Morris Hall.…
#50 | 2024 Mid-Year Review Part 2
In this episode of "Protecting and Preserving Wealth," we continue our discussion from our previous episode, starting with interest rates…
#49 | 2024 Mid-Year Review Part 1
Today, we are taking a midyear look at the financial markets for 2024, focusing on key metrics and trends influencing…
#48 | Moving to Tax-Free in 8 Steps
In this episode of Protecting and Preserving Wealth,' we dive into Bruce Hosler's article, "Moving to Tax-Free: Eight Steps You…
#47 | The Roth IRA is no longer the ideal wealth transfer vehicle
In this episode of 'Protecting and Preserving Wealth,' we delve into the significant changes to the Roth Stretch IRA, resulting…
#46 | Stock Market History During Presidential Election Cycles
This episode of "Protecting and Preserving Wealth" discusses the stock market's behavior during the presidential election years and its implications…
#45 | Protecting & Preserving Wealth Explained
In this episode of "Protecting and Preserving Wealth," Jason Hosler and I discuss the firm's commitment to protecting their clients'…
#44 | BONUS – David McKnight on The Power Of Zero in 2024
Bruce Hosler welcomes a special guest for today's episode. We discuss the critical state of the U.S. national debt and…
#43 | MOVING TO TAX-FREE™ Bruce’s New Book
In this episode of "Protecting and Preserving Wealth," we delve into the significance of moving financial assets to tax-free vehicles, a topic…
#42 | Refinance Your Retirement
We're unpacking a novel concept today: refinancing your retirement. Amidst soaring interest rates similar to those of the early 2000s, we explore…
#41 | Retirement Questions When Selling Your Business
Today we have a comprehensive discussion with Bruce Hosler and Alex Koury of Hosler Wealth Management about the market outlook for 2024.…
#40 | Tax Questions When Exit Planning For Your Business
Today, Bruce and Jason Hosler dive into the complexities of exit planning and tax issues related to selling a business. We kick…
#39 | 2024 Election Year Market Outlook
Today we have a comprehensive discussion with Bruce Hosler and Alex Koury of Hosler Wealth Management about the market outlook for 2024.…
