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. 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.
Hosler Wealth Management can be reached in their Prescott office at (928) 778-7666, in their Scottsdale office at (480) 994-7342, or on the web at https://www.hoslerwm.com/
Disclosure: Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA / SIPC, a Registered Investment Adviser.
Forward-looking commentary should not be misconstrued as investment or financial advice. The advisor associated with this podcast does not monitor for comments and any comments should be given directly to the office at the contact information specified.
Limitation of Liability Disclosures: https://www.hoslerwm.com/disclosures/#socialmedia
Protecting & Preserving Wealth (podcast) is owned and produced by Hosler Wealth Management, LLC
Prescott Office:
700 S Montezuma St
Prescott, AZ 86303
Tel. (928) 778-7666
Scottsdale Office:
7400 E Pinnacle Peak Rd Suite #100
Scottsdale, AZ 85255
Tel. (480) 994-7342
© 2022 Hosler Wealth Management, LLC All Rights Reserved
Transcript
Trailer
Jag: 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: Thank you, John. It's great to be with you.
Jag: 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.
Jag: 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.
Jag: 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.
Jag: 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.
Jag: 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, John.