Protecting & Preserving Wealth Explained | Ep #45
Bruce and Jason Hosler discuss the firm’s commitment to protecting their clients’ financial futures. Bruce begins by underlining the company’s longstanding dedication to protecting and maintaining money during global volatility, something many overlook.
Fox Business Full Interview – Bruce Hosler
Bruce Hosler, a financial advisor, and author, shares his journey from a tax accountant to a financial advisor, emphasizing the importance of planning for future tax implications in investments and retirement. Bruce is the author of “Moving to Tax-Free.”
BONUS – David McKnight on The Power Of Zero in 2024 | Ep #44
Bruce 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.”
Financial Market Quarterly Commentary | March 2024
It was a positive March for stocks, capping off a strong quarter to start the year. The S&P 500 gained 3.22 percent in March and an impressive 10.56 percent in the first quarter. The Dow Jones Industrial Average was up 2.21 percent during the month and 6.14 percent for the quarter.
FOX BUSINESS NETWORK INTERVIEW – Bruce Hosler
Founder and principal of Hosler Wealth Management LLC, Bruce Hosler’s new book “Moving to Tax-Free: Strategies for Creating Tax-Free Retirement Income, and Tax-Free Lifetime Legacy Income for Your Children” is out and considered one of the best books to read during financial literacy month.
Forbes Best-In-State Wealth Advisor List In Arizona for 2024 – Bruce Hosler
“I am profoundly grateful for this recognition. Serving our dear clients and their families is an honor and privilege! Your trust and loyalty are indispensable to our success, and we’re committed to helping protect and preserve your wealth.”
– Bruce Hosler
MOVING TO TAX-FREE™ Bruce’s New Book | Ep #43
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™.”
MOVING TO TAX-FREE by Bruce Hosler
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.
Refinance Your Retirement | Ep #42
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.
Retirement Questions When Selling Your Business | Ep #41
Bruce Hosler and Alex Koury are both Certified Exit Planning Advisors (CEPA®), and our conversation revolves around ensuring business owners have enough funds to retire comfortably after selling their business. This is a significant concern since many owners have their wealth tied up in their businesses.