Financial & Estate Planning Episodes

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 stretc…

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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 Rot…

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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…

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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?" An…

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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." Wh…

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