Protecting & Preserving Wealth

About Protecting & Preserving Wealth

In the Protecting & Preserving Wealth podcast, Bruce Hosler discusses and provides timely answers to important topics for our listeners: • Tax Reduction Strategies • Financial & Estate Planning • Investment Management • Retirement Planning • Insurance Strategies • Business Owner Exit-Planning Strategies • Current Events and their Market Effects 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: Investment advisory services are offered through Mutual Advisors, LLC DBA Hosler Wealth Management, a SEC registered investment adviser. Securities are offered through Mutual Securities, Inc., member FINRA/SIPC. Mutual Advisors, LLC and Mutual Securities, Inc. (collectively “Mutual Group”) are affiliated companies. 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, 2) promoting marketing or recommending to another party any transaction or matter addressed herein, and 3) Tax preparation and accounting services are offered independently through Hosler Wealth Management Tax Services. Any tax advice provided by tax professionals under Hosler Wealth Management Tax Services is separate and unrelated to any advisory or security services offered through Mutual Group. The accuracy, completeness, and timeliness of the information contained in this podcast cannot be guaranteed. Mutual Group does not provide legal or tax advice. You should consult a legal or tax professional regarding your individual situation. Accordingly, Hosler Wealth Management 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. Protecting & Preserving Wealth (podcast) is owned and produced by Hosler Wealth Management 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 #HoslerWealthManagement #Protecting&PreservingWealthPodcast #BruceHosler #ProtectingWealthPodcast

Publisher

Bruce Hosler

Category

business · education

Language

en

Explicit

No

First episode

11 May 2022

Latest episode

21 Oct 2026

Latest episodes

15 of 96 episodes have a transcript.

1. 

   21 Oct 2026TRANSCRIPT

   The 2032 Problem

   Bruce Hosler explains the potential 2032 Social Security shortfall and offers strategies for retirees and workers to prepare for benefit adjustments.

2. 

   7 Oct 2026TRANSCRIPT

   1031 Exchange Liquidity and Flexibility

   Bruce Hosler explains how 1031 exchanges and Delaware Statutory Trusts offer rental property owners enhanced liquidity and flexibility for their real estate investments.

3. 

   16 Sept 2026TRANSCRIPT

   Traditional IRA Basis 8606 and Pro-Rata Rule

   Bruce Hosler explains how traditional IRA basis works and the pro-rata rule to help listeners avoid double taxation on withdrawals.

Inside a recent episode

The 2032 Problem

Published 21 Oct 2026 · Transcript excerpt

[…] But I also think about folks at the other end of the economic spectrum that are living on their Social Security checks. As Jason said a few minutes ago, if they're only getting 75, 80% of their, almost their total income, if they're living largely off their social security, yes, Jason, they will have fewer money to put into the economy, but they also have less money to put food in their mouths, food on the table, gas in the car, whatever it is. So you can see the huge economic ripple effect here. That's exactly right. There would be a huge economic ripple effect. And I think the seriousness of the issue is why there will be some some way, somehow, a congressional attempt to manage this. […]

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

Spotify

5.0 / 5

1 ratings

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Guest appearances

Books guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.

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