Our Insights

Welcome to Episode 15 of Prosperity Wealth Planning's educational series, "Supercharge Your Finances." We believe that the more informed our clients are, the more effectively we will work together to help you achieve your financial goals. Today's episode features our Lead Planner, Carolanne Chavanne, CFP®, joined by our special guest speaker Lora Fisher discussing this month's topic, "Vacation Planning". Lora is a Santa Barbara, California based travel advisor who specializes in curating unforgettable experiences that go beyond destinations.

Welcome to Episode 14 of Prosperity Wealth Planning's educational series, "Supercharge Your Finances." We believe that the more informed our clients are, the more effectively we will work together to help you achieve your financial goals. Today's episode features our Lead Planner, Carolanne Chavanne, CFP®, joined by our Associate Financial Planner, Jordan Bromley, CFP®, and Financial Planning Analyst, Ava Pompay, discussing this month's topic, "Navigating the Storm: Preparing for Market Turbulence".

Welcome to Episode 13 of Prosperity Wealth Planning's educational series, "Supercharge Your Finances." We believe that the more informed our clients are, the more effectively we will work together to help you achieve your financial goals. Today's episode features our Lead Planner, Carolanne Chavanne, CFP®, and our Associate Financial Planner, Jordan Bromley, CFP®, discussing Long-Term Care Insurance. We are honored to be joined by a special guest speaker, Theresa Klewsaat. Theresa is a licensed Life, Long-Term Care, and Annuity Specialist.

Welcome to Episode 12 of Prosperity Wealth Planning's educational series, "Supercharge Your Finances." We believe that the more informed our clients are, the more effectively we will work together to help you achieve your financial goals. Today's episode features our Lead Planner, Carolanne Chavanne, CFP®, joined by our Associate Financial Planner, Jordan Bromley, CFP®, and Financial Planning Analyst, Ava Pompay, discussing this month's topic, "Are You Covered for Life's What-Ifs?"

Welcome to Episode 11 of Prosperity Wealth Planning's educational series, "Supercharge Your Finances." We believe that the more informed our clients are, the more effectively we will work together to help you achieve your financial goals. Today's episode features our Lead Planner, Carolanne Chavanne, CFP®, joined by our Associate Financial Planner, Jordan Bromley, CFP®, and Financial Planning Analyst, Ava Pompay, discussing your "2025 Financial Checklist."

Welcome to Episode 10 of Prosperity Wealth Planning's educational series, "Supercharge Your Finances." We believe that the more informed our clients are, the more effectively we will work together to help you achieve your financial goals. Today's episode features our Lead Planner, Carolanne Chavanne, CFP®, joined by our Associate Financial Planner, Jordan Bromley, CFP®, and Financial Planning Analyst, Ava Pompay, discussing "Charitable Giving."

Welcome to Episode 9 of Prosperity Wealth Planning's educational series, "Supercharge Your Finances." We believe that the more informed our clients are, the more effectively we will work together to help you achieve your financial goals. Today's episode features our Lead Planner, Carolanne Chavanne, CFP®, joined by our Associate Financial Planner, Jordan Bromley, CFP®, and Financial Planning Analyst, Ava Pompay, discussing "Medicare 101."

Welcome to Episode 8 of Prosperity Wealth Planning's educational series, "Supercharge Your Finances." We believe that the more informed our clients are, the more effectively we will work together to help you achieve your financial goals. Today's episode features our Lead Planner, Carolanne Chavanne, CFP®, joined by our Associate Financial Planner, Jordan Bromley, CFP®, and Financial Planning Analyst, Ava Pompay, discussing "The Impact of Rate Cuts on Your Portfolio."

Welcome to Episode 7 of Prosperity Wealth Planning's educational series, "Supercharge Your Finances." We believe that the more informed our clients are, the more effectively we will work together to help you achieve your financial goals. Today's episode features our Lead Planner, Carolanne Chavanne, CFP®, joined by our Associate Financial Planner, Jordan Bromley, CFP®, discussing "Three Steps to Surviving Market Volatility."

Welcome to Episode 6 of Prosperity Wealth Planning's educational series, "Supercharge Your Finances." We believe that the more informed our clients are, the more effectively we will work together to help you achieve your financial goals. Today's episode features our Lead Planner, Carolanne Chavanne, CFP®, joined by our new Associate Financial Planner, Jordan Bromley, CFP®, and Financial Analyst, Ava Pompay, discussing "Why Choose a Certified Financial Planner®"?

Welcome to Episode 5 of Prosperity Wealth Planning's today's episode features our Lead Planner, Chavanne, CFP®, discussing Inflation and how it impacts you, and steps you can take to help mitigate it, as well as a market update and the Client Story of the Month.

Episode 4 of the Podcast features our Lead Planner, Carolanne Chavanne, CFP®, discussing "Tax Preparation vs Tax Planning."

Episode 3 of the Podcast features our Lead Planner, Carolanne Chavanne, CFP®, and Prosperity Wealth Planning Associate Financial Planner Jonah Shafer, CFP®, discussing "Long-Term Care Planning."

Episode 2 of the Podcast features our Lead Planner, Carolanne Chavanne, CFP®, and Prosperity Wealth Planning Associate Financial Planner, Jonah Shafer, CFP®, discussing "Income Tax strategies."

Episode 1 of the Podcast features our Lead Planner, Carolanne Chavanne, CFP®, and Prosperity Wealth Planning Associate Financial Planner, Jonah Shafer, CFP®, discussing your "2024 Financial To-Do-List."

Episode 5 features our Lead Planner, Carolanne Chavanne, CFP®, discussing "Tax Planning Fundamentals."