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Actionable tips to reduce your tax burden, secure your wealth, and account for your future.

Are you ready to secure your wealth, reduce your tax burden, and account for your future? The Prosperous Life brings you a powerful collaboration between The Prosperity Consulting Group, a wealth management company, and The Hoffman Group, a full-service Certified Public Accounting firm. This podcast delivers actionable advice to help you embrace life, prepare for a comfortable future, and unite with your full potential.

Each episode will feature a 10 to 15-minute interview with our knowledgeable team members, including Certified Financial Planners (CFP^®), Certified Public Accountants (CPA), and a Chartered Financial Analyst (CFA^®) among others. Listeners will learn about tax-efficient investing strategies, saving for their future, optimizing their business structure, minimizing taxes, investment fees, and more.

If you’re ready to expand your financial knowledge and make the most of your money, this show is for you.

Episodes

Protect Your Personal Information: What Documents Should Be Shredded?

September 21, 2021

Every time you receive a piece of mail or print a document with personal information, you could be exposing yourself to identify theft and fraud. Rheta Roberston, Partner at The Shred Mill, discusses how individuals and businesses can protect themselves by safely disposing of personal information. In this episode, we will discuss: The... Read More

Medicare Supplements, Medicare Advantage, and More: Is Medicare A and B Enough?

September 07, 2021

Although Medicare Part A & B may cover up to 80% of expenses, many people find that is not enough. This leads them to look towards additional coverage through Medicare Supplement or Medicare Advantage plans. On this episode of The Prosperous Life, Tracy Russo, Medicare expert and President of HTA, is here to... Read More

How to Regain Financial Momentum Post-Pandemic

August 24, 2021

The COVID-19 pandemic significantly impacted many of us, forcing some to forgo raises or even take pay cuts to keep their jobs. Businesses slowed down, some closing their doors forever, and many of us have had to alter our financial goals. As restrictions ease and life returns to normal, Lauren Rebbel, CFP®, CDFA®,... Read More

How to Talk to Your Spouse About Money: An Interview With Family Law Attorney Wendy Meadows

July 28, 2021

Financial disagreements and issues are a leading cause of divorce in the United States. While no one plans to have to sit in front of a family law attorney when they get married, many couples struggle with financial issues. In this episode, we’re joined by Wendy Meadows, family law attorney, litigator, and experienced... Read More

How to Choose the Right CPA for You or Your Business

July 07, 2021

A CPA is one of the most trusted advisors you can have by your side, but choosing the wrong firm could mean leaving money on the table come tax day. With so many choices, how can you determine if the CPA you’re hiring will be a good fit for your needs? On this... Read More

Types of Business Ownership-What’s Right for You?

June 16, 2021

With various business ownership options, you may find yourself asking what’s right for you? Choosing the wrong entity can be costly for your business in terms of taxes, liability exposure, and more. Donald Hoffman, MS, CPA, President of The Prosperity Consulting Group and Managing Partner of The Hoffman Group, discusses what you need... Read More

Financial Planning for Women in Their 20s, 30s, 40s, and 50s

May 25, 2021

As women are leaning into their careers, asking for raises, starting businesses, and making more money, their financial goals are constantly evolving. Financial planning for women in their 20s looks drastically different than for women in their 50s. On this episode, we’re joined by Lauren Rebbel, CFP®, CDFA®, Partner at The Prosperity Consulting... Read More

Economic Recovery Following COVID-19

May 11, 2021

The COVID-19 pandemic has been difficult not just for the health of our society, but also the health of our economy. With a recovering job market, slowly moving interest rates, and recent economic stimulus, how is our economy doing in 2021? We are joined by Sean Reitenbach, CFA®, Senior Investment Analyst, to discuss... Read More

Medicare Enrollment Periods, Deferment, and More: Do I Have to Apply For Medicare at 65?

April 27, 2021

When approaching the age for Medicare, there are some common questions: Do I have to apply for Medicare when I turn 65? What if I’m still working and receiving employer-sponsored health care? Should I defer enrolling in Medicare, and if I do, how can I be sure I won’t be penalized? On this... Read More

Interest rates, real estate, and more: Where is the real estate market going?

April 13, 2021

We are joined by Mark Greenberg, CEO of Equity Mortgage Lending to discuss real estate, mortgages, interest rates and more! During the COVID-19 Pandemic, we have seen interest rates plummet as the price of housing continues to grow. In this podcast, you will learn: How current interest rates are impacting the real estate... Read More

Long-Term Care Services: Do You Need Long-Term Care Insurance?

March 31, 2021

Chances are, you will need long-term care services in your lifetime. While the thought of not being able to take care of a loved one, let alone yourself, may not be a pleasant one, it is vital to consider how you will protect yourself and your assets, should you need care in the... Read More

Medicare Cost, Coverage, and More: Considerations to Make When Applying for Medicare

March 16, 2021

There are many factors to consider before applying for Medicare. Getting started can bring up a slew of new questions. When do I qualify for Medicare, and what will it cover? What will Medicare cost, and which parts do I need? Tracy Russo, President of HTA, is here to give us an overview... Read More

Vaccine roll-out, political changes, and more: Where is the economy headed in 2021

March 03, 2021

After a volatile year in 2020, we look forward to what the future holds for our economy. The Prosperity Consulting Group’s Senior Investment Analyst, Sean Reitenbach, CFA®, discusses what we can expect as vaccine roll-out picks up pace, and a new administration takes control of our government. In this podcast you will learn: ... Read More

Estate Planning Services: Major Pitfalls to Avoid When Preparing a Transfer of Assets

February 09, 2021

Estate planning services offer peace of mind that our wishes will be executed once we’re no longer here for our families, but even a small mistake in your estate documents could lead to an unintended transfer of assets. Don Hoffman, President of The Prosperity Consulting Group and Managing Partner of The Hoffman Group,... Read More

Retirement Strategies – How long will my money last?

January 26, 2021

When preparing for retirement, there is always one big question: how long will my money last? Erin Ansalvish, Director of Financial Services and Partner at The Prosperity Consulting Group, shares valuable and actionable retirement strategies to make planning for your retirement a little less scary and a lot more rewarding. In this podcast... Read More

This information is intended for educational purposes only. It is not intended to provide any investment advice or provide the basis for any investment decisions. You should consult your financial adviser prior to making any decision based on any specific information contained herein. It is not intended to provide, and should not be relied on for, any tax or legal advice. You should consult your tax or legal adviser prior to making any decision based on any specific information contained herein. The Prosperity Consulting Group is not affiliated with The Hoffman Group.

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