Our Insights

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®"?

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."

Episode 5 features Prosperity Wealth Planning Associate Financial Planner Jonah Shafer, CFP®, discussing "Tax Planning - Simple Tax Strategies."

Episode 5 features our Lead Planner, Carolanne Chavanne, CFP®, and Prosperity Wealth Planning Associate Financial Planner, Jonah Shafer, CFP®, discussing "Tax Planning - Tax Strategies of Employed."

Episode 4 of Supercharge Your Finances features our very own Carolanne Chavanne, CFP®, discussing "Investing for Today vs. Planning for Tomorrow.” In this segment, Carolanne focuses on the topic of Lessons from the Past.

Episode 4 of Supercharge Your Finances features our very own Carolanne Chavanne, CFP®, discussing "Investing for Today vs. Planning for Tomorrow.” In this segment, Carolanne focuses on the topic of Timing the Market.

Episode 4 of Supercharge Your Finances features our very own Carolanne Chavanne, CFP®, discussing "Investing for Today vs. Planning for Tomorrow.” In this segment, Carolanne focuses on the topic of Time In, Not Timing.

Episode 4 of Supercharge Your Finances features our very own Carolanne Chavanne, CFP®, discussing "Investing for Today vs. Planning for Tomorrow.” In this segment, Carolanne focuses on the topic of What’s Your Plan?

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.

Episode 2 of Supercharge Your Finances features our very own Carolanne Chavanne, CFP®, discussing "Common Retirement Mistakes." In this segment, Carolanne focuses on the topic of Retirement Withdrawals.