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 an Accredited Investment Fiduciary (AIF), 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.
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 Robertson, 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
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
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
July 27, 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
July 06, 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
June 07, 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
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.