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 or visit our website.
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.
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.
Welcome to Episode 19 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, our Lead Planner, Carolanne Chavanne, CFP®, is joined by our Financial Planner, Easton Price, CFP®, CDFA®, and Financial Planning Analyst, Ava Pompay to discuss two powerful retirement savings strategies designed to maximize your savings and set you up for long-term financial success.
Welcome to Episode 18 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®, and Jordan Bromley, CFP® sits down with Josh Bromley, Esq., an estate planning attorney, to explore the important topic of Estate and Legacy Planning. Together, they’ll be diving into the ins and outs of estate and legacy planning and what you need to know when creating or reviewing your estate documents.
In this video, we discuss essential saving strategies for both life and retirement, starting with the importance of building an emergency fund. We also talk about the benefits of creating a transition savings account to help support your early retirement years. After watching, we encourage you to review your emergency fund, confirm your employer match, and adjust contributions as needed to keep your investment allocation aligned with your goals. If you have any questions, please reach out to us at info@prosperitywealthplanning.com or visit our website.
In this video, we discuss the basics of investing, covering why it's essential to invest, common types of investments like stocks, bonds, mutual funds, and ETFs. Additionally, we provide guidance on how to start investing by choosing your goals, selecting the right accounts, and picking suitable investments. If you have any questions after watching, please feel free to reach out to us at info@prosperitywealthplanning.com or visit our website.
In this video, we discuss the importance of budgeting as a foundational tool for financial wellness. We break down the budgeting process into simple steps: planning your expenses, creating your budget, and tracking it regularly. If you have any questions after watching, please feel free to reach out to us at info@prosperitywealthplanning.com or visit our website.
Welcome to Episode 17 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 today’s episode, our Lead Planner, Carolanne Chavanne, CFP®, and Financial Planner, Easton Price, CFP®, CDFA®, are joined by special guest Ryan Law. Ryan is a professor at Utah Valley University and director of the award-winning Money Success Center. Together, they’ll explore this month’s timely topic, "Navigating Student Loan Changes".
Welcome to Episode 16 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, "Tax Planning: Year-Round Tax Strategies".
Episode 3 of Supercharge Your Finances features our very own Carolanne Chavanne, CFP®, discussing "Planning for the Costs of College." In this segment, Carolanne focuses on the topic of Am I Saving Enough?
Episode 3 of Supercharge Your Finances features our very own Carolanne Chavanne, CFP®, discussing "Planning for the Costs of College." In this segment, Carolanne focuses on the topic of The Financial Aid Process.
Episode 3 of Supercharge Your Finances features our very own Carolanne Chavanne, CFP®, discussing "Planning for the Costs of College." In this segment, Carolanne focuses on the topic of College Savings Choices.
Episode 3 of Supercharge Your Finances features our very own Carolanne Chavanne, CFP®, discussing "Planning for the Costs of College." In this segment, Carolanne focuses on the topic of Grants,Scholarships, and Loans.
While they’re both worth getting excited over, it’s important to understand the fundamental differences between tax credits and tax deductions.