MOVING TO TAX-FREE™ Bruce’s New Book | Ep #43

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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™.”

What Did You Learn About Money Growing Up? | Ep #33

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Bruce discusses the importance of early financial lessons and their lasting impact. Bruce begins client relationships by asking them about their childhood money experiences, highlighting how these early lessons shape our financial behaviors.

Estate Planning | Ep #30

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We delve into the critical topic of estate planning in a clear and straightforward manner. Bruce begins by emphasizing the essential role of a Will, especially for parents with minor children. A Will determines who will care for the kids in unforeseen circumstances, avoiding potential family disputes.

529 Plan Update for 2023 | Ep #29

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Bruce and Jon dive into a comprehensive discussion about the intricacies and nuances of 529 plans. These plans, designed to aid in saving for educational expenses, offer a range of benefits that extend beyond traditional college savings.

Explaining 6 Important Estate Planning Basics

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

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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.