Protecting & Preserving Wealth

What Are We Protecting Wealth FROM?


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The name of our podcast is "Protecting and Preserving Wealth."  But what exactly are we protecting our wealth from?  Today, Bruce Hosler of Hosler Wealth Management sits down with Jon Gay to explain:

  • Taxes
  • Inflation
  • Financial and Estate Planning Mistakes
  • Client Mistakes
  • Poor Investment Management

Bruce explains how he and his team are uniquely qualified to help you in each of these areas, thanks to their professional training and credentials across multiple disciplines. 

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

Copyright © 2022-2025 Hosler Wealth Management LLC, All Rights Reserved. #ProtectingWealthPodcast  #ProtectingandPreservingWealthPodcast #HoslerWealthManagement #BruceHosler 

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Protecting & Preserving WealthBy Bruce Hosler