Protecting and Preserving Wealth Explained

In this episode of "Protecting and Preserving Wealth,"  Jason Hosler and I discuss the firm's commitment to protecting their clients' financial futures. I begin by underlining the company's longstanding dedication to protecting and maintaining money during global volatility, something many overlook.

Delving into my new book, "Moving to Tax-Free," I underscore the practicality of tax protection in wealth preservation. Taxes, a significant lifelong expense for many, can be effectively managed to safeguard financial resources. Jason introduces the 'Magnificent 7'—a group of high-performing tech stock investment strategies—highlighting its potential to prevent missing out on market gains, a practical approach to wealth preservation.

The discussion delves deeper into the concept of 'Sequence of Return' risk, which Jason explains as the danger of experiencing significant market losses early in retirement, potentially jeopardizing the financial stability of a retiree's later years. We will describe our "PASS" system (Portfolio Asset Sequence System), which structures clients' portfolios to mitigate risks associated with market downturns during critical withdrawal phases.

Another focal point is inflation's role as the "silent killer" of the standard of living. Key strategies are discussed to combat its long-term erosive effects through diversified investment in growth-oriented assets. I will also touch on the importance of proper estate planning, including wills, trusts, and accurate beneficiary designations, to avoid future financial complications and ensure clients' wishes are fulfilled.

We conclude by addressing the overarching goal of preserving wealth, not just for the clients themselves but also for future generations. We cannot emphasize enough the need to stay updated with changing tax laws and wealth transfer strategies, particularly in light of legislative changes like the Secure Act and Secure Act 2.0.

For more information about anything related to your finances, contact Bruce Hosler and the team at Hosler Wealth Management: Visit them online at https://www.hoslerwm.com/

Or call them in their Prescott office at [phone] or their Scottsdale office at [phone].

For more podcast episodes, visit our podcast website at https://hoslerwm.com/protectingwealthpodcast/

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