New Release
Arizona Tax Credits

For our listeners in Arizona, the state offers four great ways to receive tax credits on your state return. This is a tax credit, not a tax deduction , and Bruce starts today's episode by explaining the significant difference...

Recent Episodes

Tax Reduction Strategies

Arizona Tax Credits

Feb. 1, 2023

For our listeners in Arizona, the state offers four great ways to receive tax credits on your state return. This is a tax credit, not a tax deduction , and Bruce starts today's episode by explaining the significant differenc…

Tax Reduction Strategies

The 1031 Tax-Free Exchange

Jan. 18, 2023

A 1031 exchange refers to the section of the internal revenue code section that allows property owners to take the proceeds of a sale of real estate and reinvest those same proceeds into another property without recognizing …

Financial & Estate Planning Investment Management

Insanity is doing the same thing over & over, and expecting a different result

Jan. 4, 2023

Einstein said, "The definition of Insanity is doing the same thing over & over and expecting a different result." We've seen some historic shifts in the markets in 2022. So why would you employ the same strategies you've …

Financial & Estate Planning Investment Management Retirement Planning

Controlling the Controllables

Dec. 21, 2022

There are so many uncertainties in today's world - everything from war, to the remnants of a pandemic, to the political turmoil we currently see in our country. And economically, we've seen supply chain and worker shortage…

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