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#45 | Protecting & Preserving Wealth Explained

In this episode of "Protecting and Preserving Wealth,"  Jason Hosler and I discuss the firm's commitment to protecting their clients'…
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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

#44 | BONUS – David McKnight on The Power Of Zero in 2024

Bruce Hosler welcomes a special guest for today's episode. We discuss the critical state of the U.S. national debt and…

#43 | MOVING TO TAX-FREE™ Bruce’s New Book

In this episode of "Protecting and Preserving Wealth," we delve into the significance of moving financial assets to tax-free vehicles, a topic…

#42 | Refinance Your Retirement

We're unpacking a novel concept today: refinancing your retirement.  Amidst soaring interest rates similar to those of the early 2000s, we explore…

#41 | Retirement Questions When Selling Your Business

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

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About The Host

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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 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 27 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 seven consecutive years. Bruce is also 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’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 –
seven consecutive years!*

Forbes Best-In-State Wealth Advisor Award 2024 Image

“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®

2018-2024 Forbes Best In State Wealth Advisors, created by SHOOK Research. Presented in April 2024 based on data gathered from June 2022 to June 2023. 23,876 were considered, 8,507 advisors were recognized. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit.

*Click for Additional Award & Disclosure Information

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