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.
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.
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 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.
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.
In this video, we discuss the importance of the marital balance sheet in the context of divorce, highlighting how it serves as a comprehensive summary of a couple's net worth, including assets, liabilities, and the distinction between community and separate property. If you have any questions after watching, please feel free to reach out to us at info@prosperitywealthplanning.com.
In this video, we explore the importance of estate and legacy planning, explaining what it involves and why it’s essential for anyone with assets or a family. We also delve into legacy planning, emphasizing how it encompasses values and memories we wish to pass down, not just financial assets. If you have any questions after watching, please feel free to reach out to us at info@prosperitywealthplanning.com.
In this video, we discuss the importance of Social Security and why it matters for your retirement planning. We cover common misconceptions, how to qualify for benefits, and the best timing for claiming Social Security to maximize your income. If you have any questions after watching, please feel free to reach out to us at info@prosperitywealthplanning.com.
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.
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.