Retirement Planning Episodes

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...

Episode page
Nov. 16, 2022

Qualified Charitable Contributions or QCDs

For IRA owners that are charitably inclined, a Qualified Charitable Distribution, or QCD, can be an incredibly useful tool. Today, Bruce Hosler of Hosler Wealth Management explains the rules around QCD's, including who is eli...

Episode page
Nov. 2, 2022

Asset-Based Long-Term Care Insurance (LTC)

Asset-based long-term care insurance is something Bruce Hosler and the team at Hosler Wealth Management work on frequently for our clients. Traditional long-term care will require you to pay a premium until you go on claim, a...

Episode page
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...

Episode page
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, Bruce Hosler of Hosler Wealth Management sits down with Jon Gay to explain: Taxes Inflation Financia...

Episode page
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...

Episode page
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 time to do so. First, Bruce and Jon go over requirements for these conversions, such as …

Episode page
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 high does the fed want to raise the Fed Funds Rate? How long will the fed …

Episode page
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 …

Episode page
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 ...

Episode page