Protecting & Preserving Wealth

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 Strategies• Business Owner Exit-Planning Strategies• Current Events and their Market EffectsWe started the podcast because a number of clients have questions, and this is a way for us to give them a venue to listen to different answers on all the things they're concerned about today. First and foremost, foundationally, for most people, taxes are a very important thing. We always start with taxes and then we go from there and work on financial planning issues like retirement. Am I going to have enough? How am I going to leave my stuff to my legacy, to my kids and family?In estate planning, we include asset management because everybody wants to know where their money's invested and how safe and how protected it can be. And how can it gr