Qualified Charitable Distributions or QCDs | Ep #13
For IRA owners that are charitably inclined, a Qualified Charitable Distribution, or QCD, can be an incredibly useful tool.
What Are We Protecting Wealth FROM? | Ep #8
What exactly are we protecting our wealth from? Today, Bruce explains: Taxes, Inflation, Financial and Estate Planning Mistakes, Client Mistakes, and Poor Investment Management.
What Does Tax-Free Mean? | Ep #1
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?
The Protecting And Preserving Wealth Podcast | Trailer
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 the things they’re concerned about today.
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.
How to Protect Against Inflation
When inflation is stable and predictable, it’s a sign of a basically healthy growing economy. But high inflation can quickly eat away at the purchasing power of your dollars, indicating that the economy might be overheated.
Selling your home in 2022 could be a Great Tax Move!
Housing prices are hitting all-time highs! It is a sellers’ market almost anywhere in the United States, and especially in Arizona.
How to decide if a Roth IRA conversion is right for your tax strategy
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.
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. Learn more about Bitcoin today!
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.
3 Worst Investment Mistakes
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.
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.