Latest Episode
The Foundational Financial Plan™ | Ep #87
A “financial plan” that lives in a spreadsheet and never changes is not a plan—it's a snapshot. The framework here...
Topics Covered On This Podcast…
Bruce Hosler and his guests discuss important financial topics and provide timely answers for our listeners:
- Moving to Tax-Free™ Strategies
- Tax Reduction Strategies
- Estate & Legacy Planning
- Insurance Strategies
- Investment Management
- Business Owner Exit-Planning Strategies
- Retirement Planning
- Current Events and their Market Effects
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All Podcast Episodes
The Foundational Financial Plan™ | Ep #87
A “financial plan” that lives in a spreadsheet and never changes is not a plan—it's a snapshot. The framework here...
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Grandparents, Be Very Careful Before Opening Trump Accounts | Ep #86
Trump Accounts are framed as a way to create a new generation of investors—kids who grow up more financially educated...
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The Widow’s Penalty – Part 2 | Ep #85
A spouse’s death can tighten taxes quickly—even when household income stays similar. The pressure usually comes from moving from married...
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The Widow’s Penalty – Part 1 | Ep #84
The widow’s penalty is described as a tax problem that can hit after a spouse dies: filing status shifts from...
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Joint Accounts in Estate Planning: Key Mistakes Families Make | Ep #83
Most families believe estate planning is “done” because a will exists somewhere—or a child was added to an account “for...
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New Tax Laws For You to Understand in 2026 | Ep #82
The 2026 tax-law changes discussed in this episode affect how retirees, high earners, and families with large IRAs plan for...
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QCD Update for 2026 – Advice You Should Know | Ep #81
A Qualified Charitable Distribution (QCD) is a charitable gift made directly from an IRA to a qualified charity that can...
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The New Trump Accounts and What They Will Do | Ep #80
Most Americans don’t begin investing seriously until adulthood—often after their first job, their first paycheck, or their first financial mistake....
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The New Uses for 529 Plans | Ep #79
For years, 529 plans have been viewed as a single-purpose savings tool: a tax-advantaged way to pay for college. While...
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National Debt and High Net Worth Planning | Ep #78
If you’re like many affluent families today, you’ve likely felt a growing sense of uncertainty around the U.S. national debt...
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The Interest Rate Trap | Ep #77
For more than a decade, retirees, investors, and even financial professionals lived in a world where near-zero interest rates felt...
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How Stablecoins Will Change Everything | Ep #76
For decades, transferring money meant dealing with delays, fees, and friction. Whether wiring funds across borders or writing a simple...
Read MoreAbout the Host
Bruce Hosler EA, CFP®, CPWA®, AIF®, CEPA®
Founder of Hosler Wealth Management
Bruce is the founder of Hosler Wealth Management. He has practiced in Prescott since January 1997, with offices in Prescott and Scottsdale. His primary focus has been serving retirees and those who have lost their spouses (widows and widowers). He uses advanced and intentional tax strategies to help move clients toward a tax-free retirement while helping protect and preserve their wealth.
As an Enrolled Agent, CERTIFIED FINANCIAL PLANNER™ professional, and Certified Private Wealth Advisor (CPWA®), Bruce brings a multifaceted approach to advanced financial and tax planning. He is recognized as a prominent financial professional with over 28 years of experience. Bruce recently authored the book MOVING TO TAX-FREE™ Strategies For Creating Tax-Free Retirement Income And Tax-Free Lifetime Legacy Income For Your Children. www.movingtotaxfree.com
A solid educational background, a BS from the University of Phoenix, and a rich media history bolster his impressive career. Bruce has shared his insights as a speaker to the Arizona Society of CPAs and the Prescott Area Commercial Realtors Group. Bruce also hosts the ‘Protecting and Preserving Wealth Podcast,’ where he shares valuable knowledge on tax and financial strategies. During a recent guest appearance on Fox Business Network-Spotlight TV with Tom Hegna, Bruce was interviewed about his new book, MOVING TO TAX-FREE™.
Forbes has recognized Bruce as one of the Best-In-State Wealth Advisors in Arizona for eight consecutive years.
Bruce’s life is as full and rich as his career. He lives with his wife, Laura, in Scottsdale and Prescott, Arizona, and enjoys spending time with family. In his downtime, Bruce is an avid golfer who embraces the course’s challenges, beauty, and tranquility.
Celebrating Forbes’ recognition on the Best-In-State Wealth Advisor list –
eight consecutive years!*
“For over two decades, we’ve walked alongside our clients through every season of life. Being named a Forbes Best-In-State Wealth Advisor is a meaningful honor, but even more meaningful is the trust of the families we continue to serve—generation after generation.”
– Bruce Hosler, Founder of Hosler Wealth Management
*2018-2025 Forbes Best In State Wealth Advisors, created by SHOOK Research. Presented in April 2025 based on data gathered from June 2023 to June 2024. Not indicative of advisor’s future performance. Your experience may vary. For more information, visit.