Show NotesGuest ProfileTranscriptView All Episodes Bruce Hosler welcomes a special guest for today's episode. We discuss the critical state of the U.S. national debt and its implications for future tax rates with David McKnight, author of "The Power of Zero." McKnight highlights the dramatic increase in national debt from $5 trillion in 1999 to an expected $54 trillion by 2033.Read more

Date: Thursday, May 2nd @ 12:00 Noon, Pinnacle Peak Country Club – RSVP from email invite.

Market Update—Quarter Ending March 31, 2024 Presented by Bruce Hosler — Quick Hits Strong Start to the Year for Stocks A positive March for stocks caps off a solid first quarter. Mixed Quarter for Bonds Bond returns were mixed due to rising rates in the quarter. Healthy Economic Growth First-quarter economic reports show signs of healthy growth. Inflation and the

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Tune In to Fox Business Network for a Half Hour with Bruce Hosler Founder of Hosler Wealth Management April is National Financial Literacy Month. Coming up on Fox Business on April 13, 2024, at 1:30 pm Arizona time, and 4:30 pm EST, Bruce Hosler the author of “Moving to Tax-Free.” The episode will be hosted by industry legend Tom Hegna.

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7th Consecutive Year – Bruce Hosler is awarded Forbes Best-In-State Wealth Advisor List for 2024 in Arizona. As the founder of Hosler Wealth Management and with over 27 years of experience in financial planning, Bruce has been instrumental in helping clients navigate through some of the most challenging market cycles in history. His philosophy of providing exceptional client service is

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Show NotesGuest ProfileTranscriptView All Episodes In this episode of "Protecting and Preserving Wealth," we delve into the significance of moving financial assets to tax-free vehicles, a topic I have extensively explored in my new book, “MOVING TO TAX-FREE™.” Alongside Jason Hosler and host Jon Jag Gay, we discuss the critical nature of planning for a tax-free retirement, emphasizing the importanceRead more

  Wealth advisor Bruce Hosler, EA, CFP®, CPWA®, AIF®, CEPA® brings a new approach to moving to a tax-free retirement. Based on Bruce’s decades of experience in wealth management and tax planning, this definitive guide is a strategic plan for how you and your family can pay less taxes over your lifetime. Using sound and intentional tax strategies,  start to

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Show NotesGuest ProfileTranscriptView All Episodes We're unpacking a novel concept today: refinancing your retirement.  Amidst soaring interest rates similar to those of the early 2000s, we explore why now might be the golden hour to lock in these rates for your retirement plans. First, I break it down, highlighting how current high rates offer a rare chance to secure high-incomeRead more

Show NotesGuest ProfileTranscriptView All Episodes Today we have a comprehensive discussion with Bruce Hosler and Alex Koury of Hosler Wealth Management about the market outlook for 2024. We're now into a Presidential election year, and Alex addresses the common concern about the impact of presidential elections on market performance. Historically, the market has averaged an 11.6% return during election years,Read more

Show NotesGuest ProfileTranscriptView All Episodes Today, Bruce and Jason Hosler dive into the complexities of exit planning and tax issues related to selling a business. We kick off discussing the importance of understanding a business's structure when preparing for a sale. The structure, whether it's a sole proprietorship, partnership, LLC, S-corporation, or C-corporation, significantly impacts tax implications. We note thatRead more