Tag: Investment Management
#15 | Insanity is doing the same thing over & over, and expecting a different result
Show NotesTranscriptView All Episodes Einstein said, "The definition of Insanity is doing the same thing over & over and expecting a different result." Â We've seen some historic shifts in the markets in 2022. Â So why would you employ the same strategies you've been using for the past 40 or so years? We've seen drops in stock and bond markets,Read more
#14 | Controlling the Controllables
Show NotesTranscriptView All Episodes There are so many uncertainties in today's world - everything from war, to the remnants of a pandemic, to the political turmoil we currently see in our country. Â And economically, we've seen supply chain and worker shortages, and a stock market that's been down anywhere from 16-22% in 2022. Often when circumstances are beyond ourRead more
#8 | What Are We Protecting Wealth FROM?
Show NotesTranscriptView All Episodes The name of our podcast is "Protecting and Preserving Wealth."  But what exactly are we protecting our wealth from?  Today, Bruce Hosler of Hosler Wealth Management sits down with Jon Gay to explain: Taxes Inflation Financial and Estate Planning Mistakes Client Mistakes Poor Investment Management Bruce explains how he and his team are uniquely qualified to helpRead more
#6 | Demand Destruction and the Coming Recession
Show NotesTranscriptView All Episodes Today's topic is demand destruction.  Essentially, it's when the government tries to slow demand to curb inflation.  Bruce Hosler walks us through what that means.  All information is accurate as of our recording date, June 23, 2022. The federal reserve doesn't necessarily want a recession, but it's a fine line between demand destruction and avoiding one. As ofRead more
#5 | Convert Your IRA to a Roth IRA on a Market Dip
Show NotesTranscriptView All Episodes Today, Bruce Hosler of Hosler Wealth Management talks about converting your IRA into a Roth IRA, and why a market dip is a good time to do so. First, Bruce and Jon go over requirements for these conversions, such as deadlines and how required minimum distributions, or RMD's, come into play. When markets are down, stocksRead more
#4 | Interest Rates: How High Will They Go?
Show NotesTranscriptView All Episodes Today, Bruce Hosler and Jon are talking about interest rates. Â They've been on the rise in 2022, but how high will they go? 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 aRead more
#3 | All About Inflation
Show NotesTranscriptView All Episodes In today's episode, Bruce Hosler of Hosler Wealth Management sits down with Jon Gay to talk about the one topic on everyone's mind in 2022 - INFLATION. What is causing this inflation? Demand/Supply imbalance More money chasing less products. (Supply chain) Shortages of availability (Housing) What is Demand Destruction? Higher mortgage interest rates (Already reports ofRead more
#2 | Will US Tax Rates Go Up or Down?
Show NotesTranscriptView All Episodes One of the most common questions Bruce Hosler and the team at Hosler Wealth Management are asked: "Will taxes go up or down?" Â And while we don't have a crystal ball, there are some pretty strong indications that taxes are going to go up. First, the 2017 Tax Cuts and Jobs Act, without any intervention fromRead more
#1 | What Does Tax-Free Mean?
Show NotesTranscriptView All Episodes In our first episode, Bruce Hosler of Hosler Wealth Management sits down with co-host Jon Gay to explain the term "tax-free." Â What does it really mean? When you're looking at retirement income, you don't want that income to be taxed at the federal or state level. Â Furthermore, you don't want it to count as provisional incomeRead more
Trailer | The Protecting And Preserving Wealth Podcast
Show NotesTranscriptView All Episodes 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 theRead more
