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Zach Holly of Osaic Wealth Discusses Wealth and Retirement Strategies on Phoenix Business Brief Podcast

PHOENIX, AZ — May 25, 2026

In the latest episode of the Phoenix Business Brief Podcast, Zach Holly, a certified financial planner at Osaic Wealth, discusses essential wealth and retirement strategies. With over 13 years of experience, Holly shares insights on early investment, tax strategies, and the importance of working with a fiduciary financial planner.

Why It Matters

This conversation is crucial for Arizona businesses and individuals navigating the complexities of financial planning in an uncertain economic climate. With rising inflation and changing tax policies, understanding effective retirement strategies can significantly impact long-term financial security. Holly's insights can help Arizonans make informed decisions to secure their financial futures.

Key Quotes

  • "The best thing to do would just be patient if you have quality investments and somebody watching over your investments for you."
    Zach Holly, Osaic Wealth
  • "It's all about that compound interest... being able to put anything away in those mid to late twenties makes a huge difference."
    Zach Holly, Osaic Wealth

About Zach Holly

Zach Holly is a certified financial planner at Osaic Wealth with over 13 years of experience in financial planning. He specializes in retirement strategies, tax policy, and helping small business owners secure their financial futures.

More from Zach Holly

Listen to the episode

Phoenix Financial Planner Zach Holly on Wealth and Retirement Strategies

About Phoenix Business Brief

About Phoenix Business Brief: Phoenix Business Brief is the podcast for Arizona's business, policy, real estate, and economic news. Each episode features in-depth conversations with the entrepreneurs, executives, economists, and policymakers shaping the Phoenix region. New episodes publish weekly.

Contact

Media inquiries: press@phoenixbusinessbrief.com — phoenixbusinessbrief.com/contact