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. First and foremost, foundationally, for most people, taxes are a very important thing. We always start with taxes and then we go from there and work on financial planning issues like retirement. Am I going to have enough? How am I going to leave my stuff to my legacy, to my kids and family?
In estate planning, we include asset management because everybody wants to know where their money’s invested and how safe and how protected it can be. And how can it grow in the face of this inflation that we’re facing today. And finally, we use insurance strategies to make sure that when the moment of truth arrives, everything’s okay for the family.
Throughout this podcast, we’re going to meet the Hosler team and how each of them plays a role in securing your financial future.
For more information about anything related to your finances, contact Bruce Hosler and the team at Hosler Wealth Management.
Call the Prescott office at (928) 778-7666 or our Scottsdale office at (480) 994-7342.
To listen to more Protecting & Preserving Wealth podcast episodes, click here.
Limitation of Liability Disclosures: https://www.hoslerwm.com/disclosures/#socialmedia
Podcast Host
Bruce Hosler is the founder and principal of Hosler Wealth Management, LLC., which has offices in Prescott and Scottsdale, Arizona. 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 and a seven-time consecutive *Forbes Best-In-State Wealth Advisor in Arizona. 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.
In the Protecting & Preserving Wealth podcast, Bruce and his guests discuss current financial topics and provide timely answers for our listeners.
If you have a topic of interest, please let us know by emailing info@hoslerwm.com. We welcome your suggestions.
*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.
Transcript
Jon “Jag” Gay: Welcome to the Protecting & Preserving Wealth Podcast. My name is Jon Jag Gay. I’m here with Bruce Hosler from Hosler Wealth Management. Bruce, great to be with you.
Bruce Hosler : Thank you, Jon. It’s great to be with you.
Jon: Tell me first off, a little bit about your company and what you do.
Bruce: So, Hosler Wealth Management is tax accountants, financial planners, and investment advisors, and we combine all that advice together – to provide a higher level of advice to our clients.
Jon: I like that kind of that 360 degree approach instead of having to pick from this office and call this person and this office and all that, you kind of have everybody under one roof.
Bruce: That’s really the benefit to our clients, is it’s all together combined in one office.
Jon: Why do a podcast, why a, why start this project with us?
Bruce: Well, we have a number of clients that have questions, and this is a way for us to give them a venue to listen to different topic, on all the things they’re concerned about and to find out what the answers are to those complex questions that people have today.
Jon: I’d imagine that you get a number of questions. I mean, what are some of the common threads and topics that we’re going to cover here in the show?
Bruce: First and foremost, foundationally for most people, taxes are a very important thing. So foundationally, we always start with taxes. And then we go from there and work on financial planning issues like retirement. Am I going to have enough money? How am I going to leave my stuff to my legacy, to my kids and family.
So estate planning, we include asset management because everybody wants to know where their money’s invested and how safe and how protected it can be. And how can it grow in the face of this inflation that we’re facing today. And finally, we use insurance strategies to make sure that when the moment of truth arrives, everything’s okay for the family.
Jon: Excellent. It is the Protecting & Preserving Wealth Podcast with Bruce Hosler from Hosler Wealth Management. I’m sure we’re going to meet others on your team as we go along. Follow the show in Apple Podcasts, Spotify, or wherever you’re listening right now. Bruce, looking forward to getting started.
Bruce: Thank you, Jon.
Jon: Securities and advisory services offered through Commonwealth Financial Network, member of FINRA/SIPC, a registered investment advisor. Forward-looking commentary should not be misconstrued as investment or financial advice. The advisor associated with this podcast is not monitored for comments and any comments should be given directly to the office at the contact information specified.
Any tax advice contained in this communication, including any attachments, is not intended or written to be used and cannot be used for the purpose of, 1) avoiding federal or state tax penalties or, 2) promoting marketing or recommending to another party any transaction or matter addressed herein. The accuracy, completeness, and timeliness of the information contained in this podcast cannot be guaranteed. Accordingly, Hosler Wealth Management LLC does not warranty, guarantee, or make any representations, or assume any liability with regard to financial results based on the use of the information in this podcast.
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