529 Plan Update for 2023 | Ep #29

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.

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.

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 Does the Silicon Valley Bank Collapse Mean?

Americans have suddenly witnessed three very large bank failures in only a few days’ time. The first was the collapse last week of Silvergate, also known as “the Crypto bank.”

Insanity is doing the same thing over & over, and expecting a different result | Ep #15

Einstein said, “The definition of Insanity is doing the same thing over & over and expecting a different result.” We’ve seen some historic shifts in the markets in 2022. So why would you employ the same strategies you’ve been using for the past 40 or so years?

Controlling the Controllables | Ep #14

Often when circumstances are beyond our control, we feel helpless and stressed. And while some of the larger issues above are beyond our influence, we can do some things with our money that can help take back some semblance of control. Bruce Hosler of Hosler Wealth Management walks us through that in today’s podcast.

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.

Demand Destruction and the Coming Recession | Ep #6

Demand destruction, wssentially, it’s when the government tries to slow demand to curb inflation. Bruce Hosler walks us through what means. All information is accurate as of our recording date, June 23, 2022.

Convert Your IRA to a Roth IRA on a Market Dip | Ep #5

Bruce talks about converting your IRA into a Roth IRA, and why a market dip is a good time to do so. They go over requirements for these conversions, such as deadlines and how required minimum distributions, or RMD’s, come into play.

Interest Rates: How High Will They Go? | Ep #4

How high does the fed want to raise the Fed Funds Rate? How long will the fed keep raising interest rates? What will cause the Fed to stop raising interest rates? Is a recession coming?