New Release
Qualified Charitable Contributions or QCDs

For IRA owners that are charitably inclined, a Qualified Charitable Distribution, or QCD, can be an incredibly useful tool. Today, Bruce Hosler of Hosler Wealth Management explains the rules around QCD's, including who is eli...

Recent Episodes

Tax Reduction Strategies Retirement Planning

Qualified Charitable Contributions or QCDs

Nov. 16, 2022

For IRA owners that are charitably inclined, a Qualified Charitable Distribution, or QCD, can be an incredibly useful tool. Today, Bruce Hosler of Hosler Wealth Management explains the rules around QCD's, including who is el…

Retirement Planning Insurance Strategies

Asset-Based Long-Term Care Insurance (LTC)

Nov. 2, 2022

Asset-based long-term care insurance is something Bruce Hosler and the team at Hosler Wealth Management work on frequently for our clients. Traditional long-term care will require you to pay a premium until you go on claim, …

Tax Reduction Strategies Financial & Estate Planning

The Inflation Reduction Act - What Does It Mean For You?

Oct. 19, 2022

In September, the government passed the "Inflation Reduction Act." Today Bruce Hosler of Hosler Wealth Management breaks down the key pieces of the legislation and how it can affect you going forward. We break it down into…

IRA & 401k accounts are no longer good wealth transfer tools

Oct. 5, 2022

In the last episode, Bruce Hosler and Jag spoke about the SECURE Act, passed in 2019, and its effects on inherited and stretch IRAs. Today, we dive deeper into why traditional IRAs and 401ks are no longer good wealth transfe…

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        

2018-2022 Forbes Best In State Wealth Advisors, created by SHOOK Research. The 2022 award was presented in April 2022 based on data gathered from June 2020 to June 2021.  19,640 Advisors were considered, approximately 6,500 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.

*Click for Additional Award & Disclosure Information