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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

Economic Recovery Following COVID-19

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

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
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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
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Long-Term Care Services: Do you need Long-Term Care Insurance?

April 06, 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
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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
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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
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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.