Latest Episode
Leaving Your Assets Tax Advantaged and Tax Free: Estate & Legacy Planning, Part 4 of 6 | Ep #65
In the world of wealth management, estate planning is more than just dividing up assets — it's about preserving your...
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
Recent Episodes
Titling Your Assets Correctly – Estate & Legacy Planning, Part 3 of 6 | Ep #64
Estate planning involves more than just creating a will or setting up a trust. One of the most overlooked but...
Beneficiary Designations (cont.) – Estate & Legacy Planning, Part 2 of 6 | Ep #63
Did you know that beneficiary forms override wills and trusts for many financial accounts? In this episode of Protecting and...
Beneficiary Designations – Estate and Legacy Planning – Part 2 of 6 | Ep #62
In the second installment of our estate and legacy planning series, we highlight the critical role of beneficiary designations in...
Estate Planning Documents – Estate & Legacy Planning Part 1 of 6 | Ep #61
In this episode, we’re kicking off our six-part series on estate and legacy planning. We dive into the critical steps...
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About the Host
Bruce Hosler EA, CFP®, CPWA®, AIF®, CEPA®
Founder & Principal of Hosler Wealth Management
Bruce is the founder and principal 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.