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 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.