Refinance Your Retirement | Ep #42

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Refinancing your retirement.  Amidst soaring interest rates similar to those of the early 2000s, we explore why now might be the golden hour to lock in these rates for your retirement plans.

The US Debt Clock – And What It Can Tell You | Ep #37

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Bruce Hosler and Jon Gay dive into the financial realities of the United States, focusing on the website USDebtClock.org. This website offers real-time data on national finances, including our ever-increasing national debt. As of this podcast, the U.S. national debt is at about $33.7 trillion, a steep increase from $27 trillion just three years ago.

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.

What We Mean When We Talk About a Tax-Free Retirement

Tax Free Retirement

We’re passionate about building a tax-free future for our clients.

Yes, tax free.

Most people like the sound of “tax free,” but what do we mean when we talk about creating a tax-free retirement? And how do we work to make that happen?

Will US Tax Rates Go Up or Down? | Ep #2

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One of the most common questions Bruce Hosler and the team at Hosler Wealth Management are asked: “Will taxes go up or down?”  And while we don’t have a crystal ball, there are some pretty strong indications that taxes are going to go up.

What Does Tax-Free Mean? | Ep #1

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In our first episode, Bruce Hosler of Hosler Wealth Management sits down with co-host Jon Gay to explain the term “tax-free.”  What does it really mean?