National Debt and High Net Worth Planning | Ep #78 скачать в хорошем качестве

National Debt and High Net Worth Planning | Ep #78

✅#NationalDebtCrisis ✅#HighNetWorthPlanning✅#TaxEfficientWealth ✅#RothConversionStrategy 📚 Get Bruce’s Book: Moving To Tax-Free (on Amazon) https://amzn.to/4msRo2k In this episode, the Hosler Wealth Management team discusses how the U.S. national debt and rising government obligations could lead to higher future taxes, especially impacting high-net-worth families. They stress proactive estate and tax planning while current rates remain low. The conversation explores Roth conversions, charitable trusts, 1031 exchanges, and the importance of multi-generational legacy planning. The team closes with insights on AI, geopolitical risks, and why financial planning provides peace amid uncertainty. ⏱️ Chapters & Timestamps (00:00) – Introduction: The National Debt Challenge (02:00) – Misconceptions About Taxes and Debt (03:45) – Missed Planning Windows (05:30) – Strategies to Reduce Future Tax Exposure (07:45) – Legacy Planning and Family Communication (10:00) – Current Client Concerns in 2025 (12:00) – One-Sentence Advice for High-Net-Worth Families (14:00) – Contact Information & Disclaimer 🔗 Additional Resources & Links • ✳️✳️✳️Free Guide: Moving to a Tax-Free Retirement – 8 Steps You Can Take For Success! https://bit.ly/moving-to-tax-free-in-... ⏮️ Previous Episode – The Interest Rate Trap | Ep #77    • The Interest Rate Trap | Ep #77   👉 In our next episode, we’ll explore The New Uses for 529 Plans 📢 Stay Connected With Hosler Wealth Management Follow us for more insights on Wealth Management, Estate Planning, and Tax Strategies: 🔹 LinkedIn:   / hosler-wealth-management   🔹 Facebook:   / hoslerwealth   🔹 YouTube Channel:    / @hoslerwealth   🌐 Moving To Tax-Free Website: https://www.movingtotaxfree.com 🌐 HWM Website: https://www.hoslerwm.com 📧 Contact Us: https://www.hoslerwm.com/contact-us/ The best way to support our channel is to share this video on your social media to spread awareness. We appreciate the support! ======== Disclosure: Investment advisory services are offered through Mutual Advisors, LLC DBA Hosler Wealth Management, a SEC registered investment adviser. Securities are offered through Mutual Securities, Inc., member FINRA/SIPC. Mutual Advisors, LLC and Mutual Securities, Inc. (collectively “Mutual Group”) are affiliated companies. Forward-looking commentary should not be misconstrued as investment or financial advice. The advisor associated with this podcast is not monitored for comments and any comments should be given directly to the office at the contact information specified. Any tax advice contained in this communication, including any attachments, is not intended or written to be used and cannot be used for the purpose of 1) avoiding federal or state tax penalties, 2) promoting marketing or recommending to another party any transaction or matter addressed herein, and 3) Tax preparation and accounting services are offered independently through Hosler Wealth Management Tax Services. Any tax advice provided by tax professionals under Hosler Wealth Management Tax Services is separate and unrelated to any advisory or security services offered through Mutual Group. The accuracy, completeness, and timeliness of the information contained in this podcast cannot be guaranteed. Mutual Group does not provide legal or tax advice. You should consult a legal or tax professional regarding your individual situation. Accordingly, Hosler Wealth Management does not warranty, guarantee or make any representations or assume any liability with regard to financial results based on the use of the information in this podcast. ======== Copyright © 2026 Hosler Wealth Management, All Rights Reserved. #ProtectingWealthPodcast #ProtectingandPreservingWealthPodcast #HoslerWealthManagement #BruceHosler