Protecting & Preserving Wealth

Business & Economics Podcasts

In the Protecting & Preserving Wealth podcast, Bruce Hosler discusses and provides timely answers to important topics for our listeners: • Tax Reduction Strategies • Financial & Estate Planning • Investment Management • Retirement Planning • Insurance...

Episodes

The Widow's Penalty Part 2

The Widow's Penalty: Part 1 of 2

Joint Accounts in Estate Planning: Key Mistakes Families Make

New Tax Laws For You To Understand in 2026

QCD Update for 2026 - Advice You Should Know

The New Trump Accounts and What They Will Do

The New Uses for 529 Plans

National Debt and High Net Worth Planning

The Interest Rate Trap

Stablecoins + AI Agents Will Change Everything

What are Stablecoins?

The Truth About Reverse Mortgages, Part 2

The Truth About Reverse Mortgages, Part 1

No Tax on Social Security

Ed Slott IRA and Tax Updates for 2025

Investment Themes in 2025

Considerations When Selling A Second Home or Rental Property

Considerations When Selling Your Primary Residence

The Two Generation Tax-Free Legacy Plan: Estate Planning 6 of 6

Charitable Giving and Charitable Legacy - Estate Planning Part 5 of 6