Essential Estate Planning: Navigating Trusts, Taxes, and Digital Assets with Jon Linford – Part 1 | Ep #51
In part 1 of our Estate Planning Podcast Episodes, I welcome Jon Linford, a seasoned estate planning attorney from Morris Hall. We delve into the complexities and critical considerations of estate planning, a topic of utmost importance for anyone concerned about their financial future.
2024 Mid-Year Review Part 2 | Ep #50
In this episode of “Protecting and Preserving Wealth,” we continue our discussion from our previous episode, starting with interest rates and the Federal Reserve’s actions. Bruce notes that the 10-year treasury rate has risen to 4.44%, highlighting the market’s control over this rate rather than the Federal Reserve.
2024 Mid-Year Review Part 1 | Ep #49
we take a midyear look at the financial markets for 2024, focusing on key metrics and trends influencing our investments and financial decisions. As of our recording date of July 2nd, the S&P 500 has impressively risen over 15%, currently standing at 5,495.
The Roth IRA is no longer the ideal wealth transfer vehicle | Ep #47
Bruce and Jason Hosler the significant changes to the Roth Stretch IRA, resulting from the SECURE Act, that came into effect on January 1, 2020. This Act drastically altered the landscape, as it now requires inherited IRAs to be fully withdrawn within ten years, eliminating the lifetime benefit that was once the key feature of the Roth Stretch IRA.
Stock Market History During Presidential Election Cycles | Ep #46
Show Notes Guest Profile Transcript All Podcast Episodes Stock Market History During Presidential Election Cycles Summarize with: Share: Disclosure: AI-generated summaries are provided for general informational and educational purposes only, may omit details, and do not constitute financial, tax, or legal advice. This episode of “Protecting and Preserving Wealth” discusses the stock market’s behavior during […]
Protecting & Preserving Wealth Explained | Ep #45
Bruce and Jason Hosler discuss the firm’s commitment to protecting their clients’ financial futures. Bruce begins by underlining the company’s longstanding dedication to protecting and maintaining money during global volatility, something many overlook.
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.
Our Approach to Building a Tax-Free Retirement
Get insights from “hosler wealth management llc” at hoslerwm.com on interest rate trends, inflation, and market factors shaping financial decisions.
S&P in 2023 and the ‘Magnificent Seven’ | Ep #36
Bruce and Alex Koury talk about the S&P 500’s present situation and potential future growth, emphasizing the role that specific stocks and more general investment strategies play in these turbulent times.
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.