Retirement 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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Sept. 7, 2022

What Are We Protecting Wealth FROM?

The name of our podcast is "Protecting and Preserving Wealth." But what exactly are we protecting our wealth from ? Today, Bruc…

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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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July 20, 2022

Convert Your IRA to a Roth IRA on a Market Dip

Today, Bruce Hosler of Hosler Wealth Management talks about converting your IRA into a Roth IRA, and why a market dip is a good t…

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July 6, 2022

Interest Rates: How High Will They Go?

Today, Bruce Hosler and Jon are talking about interest rates. They've been on the rise in 2022, but how high will they go? How h…

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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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