Prosperity Wealth Planning

We’re proud of our planners, Jordan and Easton, for presenting at the Brea Senior Center as part of the Financial and Estate Literacy Group’s six-week financial education series!👏📚

They spoke on Equities and Fixed Income, sharing insights and strategies to help attendees build a stronger understanding of investing and long-term financial planning. We’re grateful for the opportunity to support financial education in the community!

Today, we celebrate service, sacrifice, and selflessness. Wishing you an enjoyable long weekend, while keeping the true meaning of Memorial Day in our hearts!

🎙️ New Podcast Episode!

In this episode, Carolanne Chavanne, CFP®, sits down with travel advisor Lora Fisher to discuss smart travel planning. They cover airfare trends, travel insurance, booking timelines, and how to balance budget with a great travel experience. ✈️🌍

👉 Watch it here: https://www.youtube.com/watch?v=OdsQcRbGEw0&t

🚀 Quarterly Market Insight

Stocks surged in April, notching their best month in five years as investors cheered upbeat economic news, efforts to lower tensions in the Middle East, and first-quarter results.

Click here to view the full report 👉 https://thinkfinance.io/SXo3N9ZJ6M

Retiring soon? Our checklist helps you stay organized and on track with key financial and planning steps. Visit our Life Transitions Toolkits page using the link below to get started.

Link: https://prosperitywealthplanning.com/life-transitions-toolkits

Like 👍 or share this post if you (or someone you know!) is preparing for retirement.

🚨 Education Series Alert | Supercharge Your Finances

In our latest episode, Carolanne explains what the CFP® designation means, how it differs from a general “financial advisor,” and why it matters when choosing who to trust with your financial future.

🎥 Watch now: https://www.youtube.com/watch?v=siwDcecebHo

Prosperity Wealth Planning is excited to share that Easton Price, CFP® and Certified Divorce Financial Analyst, was featured on a recent X Wives Lounge Podcast for a two-part conversation on money, divorce, and rebuilding after this major life transition.

He shares his personal story as well as discussing how finances and emotions intersect during divorce, what people often overlook financially, and the reality of starting over.
🎧 Listen to Part 1 & Part 2 of the X Wives Podcast featuring Easton Price:
https://www.youtube.com/watch?v=qDNa6H-CQ8Q&t
https://www.youtube.com/watch?v=oUJ6j1tEr2c&t

🎉 Birthday Alert! 🎉 Today we’re celebrating Jenny’s birthday! Wishing her a day filled with joy and a year ahead full of health, happiness, and success. 🎂

Join us in wishing Jenny a very happy birthday in the comments below!🎈

So proud to celebrate Ava as she steps into her new role as an Associate Financial Planner. We're all excited for the impact she’ll continue to make for our clients and team. Join us in congratulating her in the comments!👏🎉

🎙️ New Episode! We’re breaking down the 2026 tax law changes and what they could mean for your financial plan. Join Carolanne Chavanne, CFP®, Jordan Bromley, CFP®, and Easton Price, CFP®, CDFA® for key insights and takeaways.

🎧 Listen now: https://youtu.be/jsOAiER2tU4?si=-HKHJ0NCMx2UknLe