Tag: Wealth Management
#58 | What To Expect From Trump’s Second Term – Part 1
Show NotesGuest ProfileTranscriptView All Episodes In the first part of our two-part series, we discuss the economic implications of Donald Trump's second presidential term, focusing on markets, regulation, energy, and inflation. With the election concluded, markets have responded positively to the reduced uncertainty, reflecting a renewed sense of clarity. We highlight how a Republican-controlled House and Senate could further enhanceRead more
#56 | Donor-Advised Funds 2024
Show NotesGuest ProfileTranscriptView All Episodes In this episode of Protecting and Preserving Wealth, Jason and I discuss donor-advised funds (DAFs). With the end of 2024 approaching, DAFs are a timely and powerful tool for the charitably inclined, particularly those looking to manage tax liabilities while contributing to causes they care about. I explain that a donor-advised fund allows individuals to donateRead more
#50 | 2024 Mid-Year Review Part 2
Show NotesGuest ProfileTranscriptView All Episodes 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. Despite predictions of a recession, we don'tRead more
#49 | 2024 Mid-Year Review Part 1
Show NotesGuest ProfileTranscriptView All Episodes Today, we are taking 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. Bruce explains that the price-to-earnings (PE) ratio is at 20.99,Read more
Moving to a Tax-Free Retirement – 8 Steps You Can Take For Success!
To enlarge/shrink flipbook for viewing - click the button above. To Print or Download a PDF version - click the elipsis Securities and advisory services offered through Commonwealth Financial Network®, Member www.FINRA.org/www.SIPC.org, a Registered Investment Adviser. 700 S. Montezuma Street, Prescott, AZ 86303. Phone: 928.778.7666. The Financial Advisors associated with this website may discuss and/or transact business only with residentsRead more
#47 | The Roth IRA is no longer the ideal wealth transfer vehicle
Show NotesGuest ProfileTranscriptView All Episodes In this episode of 'Protecting and Preserving Wealth,' we delve into 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 benefitRead more
The Roth IRA is no longer the ideal wealth transfer vehicle
To enlarge/shrink flipbook for viewing - click the button above. To Print or Download a PDF version - click the elipsis Securities and advisory services offered through Commonwealth Financial Network®, Member www.FINRA.org/www.SIPC.org, a Registered Investment Adviser. 700 S. Montezuma Street, Prescott, AZ 86303. Phone: 928.778.7666. The Financial Advisors associated with this website may discuss and/or transact business only with residentsRead more
#45 | Protecting & Preserving Wealth Explained
Show NotesGuest ProfileTranscriptView All Episodes In this episode of "Protecting and Preserving Wealth," Jason Hosler and I discuss the firm's commitment to protecting their clients' financial futures. I begin by underlining the company's longstanding dedication to protecting and maintaining money during global volatility, something many overlook. Delving into my new book, "Moving to Tax-Free," I underscore the practicality of taxRead more
#44 | BONUS – David McKnight on The Power Of Zero in 2024
Show NotesGuest ProfileTranscriptView All Episodes Bruce Hosler 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." McKnight highlights the dramatic increase in national debt from $5 trillion in 1999 to an expected $54 trillion by 2033.Read more
#43 | MOVING TO TAX-FREE™ Bruce’s New Book
Show NotesGuest ProfileTranscriptView All Episodes 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™.” Alongside Jason Hosler and host Jon Jag Gay, we discuss the critical nature of planning for a tax-free retirement, emphasizing the importanceRead more
