Tag: Investment Management

Show NotesTranscriptView All Episodes In our first episode, Bruce Hosler of Hosler Wealth Management sits down with co-host Jon Gay to explain the term "tax-free."  What does it really mean? When you're looking at retirement income, you don't want that income to be taxed at the federal or state level.  Furthermore, you don't want it to count as provisional incomeRead more

Show NotesTranscriptView All Episodes Hosler Wealth Management consists of tax accountants, financial planners, and investment advisors. The benefit to our clients is it's all together combined in one office. We started the podcast because a number of clients have questions, and this is a way for us to give them a venue to listen to different answers on all theRead more

What US Navy Seals can teach us about uncertainty.  Bruce Hosler shares lessons learned from the Navy Seals on how to cope with stress and uncertainty and still accomplish your goals. Contact Us Video Transcript Hello, I'm Bruce Hosler wishing you success and confidence from knowing you have a plan to deal with all of life's ‘moments of truth. ReadRead more

401k vs Roth IRA, which is better? Knowing how to decide if a Roth IRA conversion is the right choice for you requires a deeper look into Roth vs traditional IRA. Bruce Hosler, a retirement planning professional in Prescott Arizona, explains how to utilize a market downturn or a volatile market to consider making a Roth IRA conversion. Contact UsRead more

Here’s What You Should Know About Bitcoin We’ve all seen the stories about bitcoin over the past few years—the triumphs and the pitfalls. For many investors, this cryptocurrency has raised a lot of questions and a lot of curiosity. Is bitcoin just a “scam” that will end in a meltdown? Or does it have the potential to revolutionize financial markets

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When Should I Claim My Social Security Retirement Benefits? The decision of when to retire and claim your Social Security Administration (SSA) retirement benefits is one that you must make based on personal considerations. Some factors you may consider are: Your genetic history, and life expectancy, could affect your retirement planning and when you begin collecting retirement benefits. Factors related

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Are you hard-wired with behavioral bias when investing? Bruce Hosler shares three of the worst behavioral mistakes investors make. Learn how mindset and emotional behavior have a massive impact on your financial outcome with these investing tips from our Arizona-based financial advisor. Video Transcript Hello, I'm Bruce Hosler with Hosler Wealth Management, and I'm going to teach you how toRead more

How Much of Your IRA Should You Convert to a Roth IRA? The critical question facing many investors during their retirement planning is how much of their IRA they should convert into a Roth IRA. Obviously, you want to convert as much money as possible if the tax rate you will pay now is lower than what you will pay

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