Our Insights

Welcome to Episode 29 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. In this episode, Jordan Bromley, CFP® is joined by our special guest, Erik Milanez, a Medicare professional with over 15 years of experience. They discuss some of the key Medicare decisions to consider as you approach age 65 and throughout retirement.

In our latest episode, Easton Price, CFP®, CDFA®, walks through the key considerations to keep in mind when planning for Medicare. He covers topics such as the different parts of Medicare, healthcare costs between retirement and Medicare eligibility, how income and taxes can affect future Medicare premiums, IRMAA, planning for a younger spouse, and common Medicare pitfalls.

Welcome to Episode 28 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. In this episode, Easton Price, CFP®, CDFA®, is joined by Jordan Bromley, CFP®, and Ava Pompay, CFP®, to explore the financial decisions that can arise during divorce and why dividing assets equally on paper doesn’t always mean an equitable outcome.

In our latest episode, Ava Pompay, CFP®, walks through the key questions to consider before making an early retirement decision. She covers topics such as estimating retirement spending, planning for healthcare costs before Medicare, accessing retirement accounts before age 59½, managing taxes, and building an investment strategy designed to support a retirement that could last 30 years or more. If you have questions about retirement, please reach out to us at info@prosperitywealthplanning.com or visit our website.

Welcome to Episode 27 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. In this episode, Carolanne Chavanne, CFP®, is joined by Jordan Bromley, CFP®, Ava Pompay, CFP®, and Easton Price, CFP®, CDFA®, to explore the meaning of legacy and why it extends far beyond estate documents and financial assets. Together, they discuss how legacy planning helps families preserve their values, stories, traditions, and the lessons they want future generations to carry forward.

In our latest video, Jordan Bromley, CFP®, explains one of retirement's most pressing challenges: how to use your various income sources to recreate your paycheck after leaving the workforce. If you have questions about your retirement strategy, please reach out to us at info@prosperitywealthplanning.com or visit our website.

Welcome to Episode 26 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. In this episode, Carolanne Chavanne, CFP®, is joined by Ava Pompay, CFP®, Jordan Bromley, CFP®, and Easton Price, CFP®, CDFA®, to share real-life examples from this year's Spring Planning Sessions that highlight the value of ongoing financial planning.

In our latest video, Easton Price, CFP®, CDFA®, breaks down what property and casualty insurance is, why it matters, and how it fits into your overall financial plan. If you have questions about your retirement strategy, please reach out to us at info@prosperitywealthplanning.com or visit our website.

Welcome to Episode 25 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. In this episode, Carolanne Chavanne, CFP®, speaks with Lora Fisher, a California-based travel advisor, about how travel planning has evolved and what travelers should keep in mind before booking their next trip. The discussion highlights key topics, including airfare pricing trends, the importance of travel insurance, optimal trip-planning timelines, and how to thoughtfully balance cost with overall travel experience.

In this video, Carolanne Chavanne breaks down what the CFP® designation truly represents, how it differs from the broader “financial advisor” label, and why that distinction matters. If you have questions about your retirement strategy, please reach out to us at info@prosperitywealthplanning.com.

Welcome to Episode 24 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. In this episode, Carolanne Chavanne, CFP®, Jordan Bromley, CFP®, Easton Price, CFP®, CDFA® , and Ava Pompay, CFP®, came together to discuss market volatility and its impact on your financial plan. They share insights on how to stay grounded during market swings, common investor reactions, and key strategies to help you navigate uncertainty while keeping a long-term perspective.

Welcome to Episode 23 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. In this episode, we’re diving into the 2026 tax law changes. Carolanne Chavanne, CFP®, our Lead Planner, along with Jordan Bromley, CFP®, and Easton Price, CFP®, CDFA®, explore what these updates mean and how they may impact your financial plan.

In this video, we discuss the importance of understanding your tax return, which serves as a unique financial fingerprint reflecting your income, investments, and deductions. If you have questions about your retirement strategy, please reach out to us at info@prosperitywealthplanning.com.

In this video, we explain how the timing of your Social Security claim can impact your monthly benefits. You’ll learn what full retirement age really means and how factors like longevity, spousal benefits, taxes, and cash flow planning should guide your decision. If you have questions about your retirement strategy, please reach out to us at info@prosperitywealthplanning.com.

Welcome to Episode 22 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. In this episode, Carolanne Chavanne, CFP®, our Lead Planner, and Ava Pompay are joined by somatic relationship coach Laurie James to explore how nervous system awareness can transform the way couples talk about finances.

In this video, we break down the considerations for choosing between pre-tax and Roth contributions during your working years to maximize your lifetime earnings. If you have questions about your retirement strategy, please reach out to us at info@prosperitywealthplanning.com.