New Release
Why You Need to Update Your IRA Beneficiary Forms

In 2019, the US Government passed the SECURE Act, and one of the most significant ramifications was on what's known as the stretch IRA. Many people who inherit an IRA, now have a ten-year window to withdraw those funds. Previ...

Recent Episodes

Financial & Estate Planning Retirement Planning

Why You Need to Update Your IRA Beneficiary Forms

Sept. 21, 2022

In 2019, the US Government passed the SECURE Act, and one of the most significant ramifications was on what's known as the stretch IRA. Many people who inherit an IRA, now have a ten-year window to withdraw those funds. Prev…

Retirement Planning

What Are We Protecting Wealth FROM?

Sept. 7, 2022

The name of our podcast is "Protecting and Preserving Wealth." But what exactly are we protecting our wealth from ? Today, Bruce Hosler of Hosler Wealth Management sits down with Jon Gay to explain: Taxes Inflation Financi…

Tax Reduction Strategies Financial & Estate Planning Retirement Planning

The 5-Year Rule With Roth IRAs and Roth 401Ks

Aug. 17, 2022

Today, Bruce Hosler of Hosler Wealth Management sits down with Jon Gay to talk about the "5-year rule" regarding Roth IRA and Roth 401K accounts. These rules are in place to encourage investors not to withdraw from their Rot…

Financial & Estate Planning Investment Management

Demand Destruction and the Coming Recession

Aug. 3, 2022

Today's topic is demand destruction. Essentially, it's when the government tries to slow demand to curb inflation. Bruce Hosler walks us through what that means. All information is accurate as of our recording date, June …

About the Host

Bruce Hosler  EA, CFP®, AIF®, CEPA®, CDFA® Profile Photo

Bruce Hosler EA, CFP®, AIF®, CEPA®, CDFA®

Founder & Principal of Hosler Wealth Management, LLC

Bruce is the founder and principal of Hosler Wealth Management, LLC. He has been in practice in Prescott since January 1997. His primary focus has been serving retirees and those who have lost their spouses (widows and widowers), using strategies to help lower their taxes, and protect and preserve their wealth.

Using a consultative wealth management process, Bruce combines his tax knowledge as an Enrolled Agent (EA) and his financial planning knowledge as a CERTIFIED FINANCIAL PLANNER™ professional to provide synergistic advanced planning strategies for his clients.

Bruce is proud to have been recognized as a Chairman’s Level advisor for 2021* —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 is an avid golfer and outdoorsman. He enjoys the Prescott area and all it has to offer. He and his wife, Laura split time between Prescott and Scottsdale so they can support clients in both office locations. Bruce is a dedicated father of five grown children. He loves to spend time with them and with his grandchildren.

*Chairman’s Level Award 2021
A distinction based on annual production attained by just 4 percent of advisors affiliated with Commonwealth Financial Network. Each year, Commonwealth, the Registered Investment Advisor-broker/dealer–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.

Celebrating Forbes' recognition on the Best-In-State Wealth Advisor list - five consecutive years!*

                       Forbes Best-In-State Wealth Advisor AZ Award 2022         Wayne Bloom Quote about Bruce Hosler        

*Data provided by SHOOK® Research, LLC., as of 4/22. Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices; also considered are: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Overall, 34,925 advisors were considered, and 6,585 (18.8 percent of candidates) were recognized.  This recognition and the due-diligence process conducted are not indicative of the advisor's future performance. Your experience may vary. Winners are organized and ranked by state. Some states may have more advisors than others. You are encouraged to conduct your own research to determine if the advisor is right for you. SHOOK does not receive a fee in exchange for rankings. The full methodology that Forbes developed in partnership with SHOOK Research is available here

*Click for Additional Award & Disclosure Information