Financial & Estate Planning Episodes

Jan. 4, 2023

Insanity is doing the same thing over & over, and expecting a differe…

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 b...

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Dec. 21, 2022

Controlling the Controllables

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. And economically, we've seen supply chain and worker shortages...

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Oct. 19, 2022

The Inflation Reduction Act - What Does It Mean For You?

In September, the government passed the "Inflation Reduction Act." Today Bruce Hosler of Hosler Wealth Management breaks down the key pieces of the legislation and how it can affect you going forward. We break it down into ...

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Sept. 21, 2022

Why You Need to Update Your IRA Beneficiary Forms

In 2019, the US Government passed the SECURE Act, and one of the most significant ramifications was on what's known as the stretch IRA. Many people who inherit an IRA, now have a ten-year window to withdraw those funds. Previ...

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Aug. 17, 2022

The 5-Year Rule With Roth IRAs and Roth 401Ks

Today, Bruce Hosler of Hosler Wealth Management sits down with Jon Gay to talk about the "5-year rule" regarding Roth IRA and Roth 401K accounts. These rules are in place to encourage investors not to withdraw from their Roth...

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Aug. 3, 2022

Demand Destruction and the Coming Recession

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 2...

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June 8, 2022

Will US Tax Rates Go Up or Down?

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 …

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May 25, 2022

What does "Tax Free" Mean?

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? When you're looking at retirement income, you don't want that income to ...

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