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Retirement Strategies How long will my money last

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.

Episodes

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
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Retirement Strategies – How Long Will My Money Last?

January 26, 2021
When preparing for retirement, there are 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...  Read More
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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.