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.
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
May 24, 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
May 10, 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
April 26, 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
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.