Protecting & Preserving Wealth

Controlling the Controllables


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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 shortages, and a stock market that's been down anywhere from 16-22% in 2022.

Often when circumstances are beyond our control, we feel helpless and stressed.  And while some of the larger issues above are beyond our influence, we can do some things with our money that can help take back some semblance of control.  Bruce Hosler of Hosler Wealth Management walks us through that in today's podcast.

The first step is a retirement income plan.  We often hear about how we need to save our income for retirement, but we also need to plan for income in retirement.   These income needs will change in the three phrases of retirement: the "go-go" years, the "slow-go" years, and the "no-go" years.   And the plan must be flexible to account for variables such as market volatility, inflation, long-term care costs, and more.  Studies show retirees' biggest fear is not dying.  Rather, it's outliving their money.

Bruce and his team at Hosler Wealth Management can use their software to develop a plan, with the goal of improving your chances of a successful retirement.   Roth IRA conversions can also be part of some strategies.

For more information about anything related to your finances, contact Bruce Hosler and the team at Hosler Wealth Management: Visit them online at https://www.hoslerwm.com/

Or call them in their Prescott office at (928) 778-7666 or their Scottsdale office at (480) 994-7342.

For more podcast episodes, visit our podcast website at https://hoslerwm.com/protectingwealthpodcast/

Limitation of Liability Disclosures:  https://www.hoslerwm.com/disclosures/#socialmedia

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Protecting & Preserving WealthBy Bruce Hosler