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Latest Episode

#40 | Tax Questions When Exit Planning For Your Business

Today, Bruce and Jason Hosler dive into the complexities of exit planning and tax issues related to selling a business. We kick…
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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
  • Estate & Legacy Planning
  • Investment Management
  • Retirement Planning
  • Tax Reduction Strategies
  • Insurance Strategies
  • Business Owner Exit-Planning Strategies
  • Current Events and their Market Effects

Recent Episodes

#39 | 2024 Election Year Market Outlook

Today we have a comprehensive discussion with Bruce Hosler and Alex Koury of Hosler Wealth Management about the market outlook for 2024.…

#38 | 2024 Interest Rate Outlook

Today, Bruce and Jason Hosler delve into the financial landscape of 2024, focusing on the pivotal role of interest rates, the ongoing…

#37 | The US Debt Clock – And What It Can Tell You

Today, Bruce Hosler and Jon Gay dive into the financial realities of the United States, focusing on the website USDebtClock.org. This website offers real-time data on national finances, including…

#36 | S&P in 2023 and the ‘Magnificent Seven’

Today, Bruce and Alex Koury talk about the S&P 500's present situation and potential future growth, emphasizing the role that specific stocks…

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About the Host

Image of Bruce Hosler

Bruce Hosler EA, CFP®, CPWA®, AIF®, CEPA®

Founder & Principal of Hosler Wealth Management, LLC

Bruce is the founder and principal of Hosler Wealth Management, LLC. He has been in practice in Prescott since January 1997. His primary focus has been serving retirees and those who have lost their spouses (widows and widowers), using strategies to help lower their taxes, and protect and preserve their wealth.

Using a consultative wealth management process, Bruce combines his tax knowledge as an Enrolled Agent (EA) and his financial planning knowledge as a CERTIFIED FINANCIAL PLANNER™ professional to provide synergistic advanced planning strategies for his clients.

Bruce is proud to have been recognized as a Chairman’s Level advisor for 2023* —a distinction based on annual production attained by just 4 percent of advisors affiliated with Commonwealth Financial Network.

Each year, Commonwealth, the broker/dealer–RIA that helps us process investment transactions on your behalf, recognizes Chairman’s Level advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Chairman’s Level advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.

Bruce is an avid golfer and outdoorsman. He enjoys the Prescott area and all it has to offer. He and his wife, Laura split time between Prescott and Scottsdale so they can support clients in both office locations. Bruce is a dedicated father of five grown children. He loves to spend time with them and with his grandchildren.

Celebrating Forbes’ recognition on the Best-In-State Wealth Advisor list –
six consecutive years!*

Forbes Best In State Wealth Advisors Award 2023

“Congratulations to Bruce Hosler on this well-earned recognition by Forbes.  Bruce Hosler is committed to providing expert guidance and essential support to his clients, and we are proud to provide Hosler Wealth Management with the business solutions they need to power their practice.”

–  Wayne Bloom, CEO of Commonwealth Financial Network®

*2018-2023 Forbes Best In State Wealth Advisors, created by SHOOK Research. Presented in April 2023 based on data gathered from June 2021 to June 2022. 22,243 were considered, 7,321 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.

*Click for Additional Award & Disclosure Information

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