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Dave Hall

The Prosperity Guy
Managing Partner
dave@theprosperityguy.com
(844) 455-0500

Prosguy3

Dave Hall graduated from Southern Utah University in 1994 with his Master’s in Accounting. Over the last 25 years, Dave has helped thousands of Americans limit their exposure to federal, state, and local taxes. He has done this by using little-known tax and investment strategies many other advisors overlook.

As the Prosperity Guy founder, Dave now spends his time educating thousands of professional advisors on how they can get themselves and their clients to the zero percent tax bracket and transform their retirement.

About Us: The Prosperity Guy is a retirement education company that is quickly becoming a top brand in the industry.  Dave Hall started the company in 2019, with one course.  Since that time, the company has continued to expand their offerings to include multiple courses, and a podcast on tax-free retirement.  If you are looking for high quality, up-to-date, tax-free retirement education you have come to the right place.

Upcoming Live Webinars

TAX-FREE INCOME FOR LIFE: HOW TO ELIMINATE RISK IN RETIREMENT

Available Date(s)
Friday, April 23, 2021: 10:00AM EDT
Friday, May 07, 2021: 9:00AM EDT

CostFREE  CPE Credits1.0 hour  Subject AreaSpecialized Knowledge  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Other      

MEDICARE IN A NUTSHELL

Available Date(s)
Monday, April 26, 2021: 10:00AM EDT

CostFREE  CPE Credits1.0 hour  Subject AreaSpecialized Knowledge  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Other      

GETTING SAFELY THROUGH RETIREMENT: A NEW PARADIGM IN RETIREMENT PLANNING

Available Date(s)
Tuesday, April 27, 2021: 10:00AM EDT
Thursday, May 13, 2021: 10:00AM EDT
Tuesday, May 25, 2021: 4:30PM EDT

CostFREE  CPE Credits1.5 hours  Subject AreaSpecialized Knowledge  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Other      

SOCIAL SECURITY: A COMPLETE OVERVIEW OF THE PROGRAM & BENEFITS

Available Date(s)
Wednesday, April 28, 2021: 2:00PM EDT

Cost$40.00  CPE Credits2.0 hours  Subject AreaSpecialized Knowledge  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Other      

THE CHANGING WORLD OF RETIREMENT

Available Date(s)
Thursday, April 29, 2021: 11:00AM EDT

Cost$80.00  CPE Credits4.0 hours  Subject AreaSpecialized Knowledge  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?Bookkeeper, CPA - small firm, CPA - medium firm, CPA - large firm, Other, Small Business Owner      

TAKE CONTROL OF YOUR RETIREMENT WITH A SELF-DIRECTED PLAN

Available Date(s)
Monday, May 03, 2021: 9:00AM EDT

CostFREE  CPE Credits1.0 hour  Subject AreaSpecialized Knowledge  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Other      

THE POWER OF ZERO: HOW TO GET TO THE 0% TAX BRACKET IN RETIREMENT

Available Date(s)
Thursday, May 06, 2021: 9:00AM EDT

CostFREE  CPE Credits1.0 hour  Subject AreaSpecialized Knowledge  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Other     This webinar was previously titled: HOW TO RETIRE FREE: A 3 BUCKET SYSTEM 

LONG-TERM CARE: A TIME BOMB FOR YOUR RETIREMENT

Available Date(s)
Thursday, May 06, 2021: 5:00PM EDT
Wednesday, June 02, 2021: 10:00AM EDT
Thursday, July 01, 2021: 10:00AM EDT

CostFREE  CPE Credits1.0 hour  Subject AreaSpecialized Knowledge  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Other      

THE VOLATILITY SHIELD: HOW TO MAKE YOUR RETIREMENT INCOME LAST 15 YEARS LONGER

Available Date(s)
Monday, May 10, 2021: 9:00AM EDT
Friday, June 11, 2021: 10:00AM EDT
Friday, July 09, 2021: 10:00AM EDT

CostFREE  CPE Credits1.0 hour  Subject AreaSpecialized Knowledge  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Other      

PAYCHECKS AND PLAYCHECKS

Available Date(s)
Friday, May 21, 2021: 4:00PM EDT
Tuesday, June 15, 2021: 10:00AM EDT
Monday, July 12, 2021: 11:00AM EDT

CostFREE  CPE Credits1.0 hour  Subject AreaSpecialized Knowledge  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Other      

Self-Study CPE Offered

PUERTO RICO TAX INCENTIVES: HOW TO GET YOUR CLIENTS TO THE 4% TAX BRACKET

Date OfferedJuly 6, 2020  Cost$10.00  Course Length1.0 hour  Subject AreaTaxes  Course LevelBasic  Instructional MethodSelf Study  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other    

Archived Webinars Offered

WHAT A JOE BIDEN PRESIDENCY MEANS FOR YOUR RETIREMENT

Date RecordedApril 21, 2021  CostFREE  Course Length1.0 hour  Subject AreaSpecialized Knowledge  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Other    

THE POWER OF ZERO: HOW TO GET TO THE 0% TAX BRACKET IN RETIREMENT

Date RecordedApril 20, 2021  CostFREE  Course Length1.0 hour  Subject AreaSpecialized Knowledge  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Other    

LONG-TERM CARE: A TIME BOMB FOR YOUR RETIREMENT

Date RecordedApril 9, 2021  CostFREE  Course Length1.0 hour  Subject AreaSpecialized Knowledge  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Other    

GETTING SAFELY THROUGH RETIREMENT: A NEW PARADIGM IN RETIREMENT PLANNING

Date RecordedApril 8, 2021  CostFREE  Course Length1.5 hours  Subject AreaSpecialized Knowledge  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Other    

UNDERSTANDING REVERSE MORTGAGES

Date RecordedApril 7, 2021  CostFREE  Course Length1.0 hour  Subject AreaSpecialized Knowledge  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, Other, Real Estate Professional    

MEDICARE IN A NUTSHELL

Date RecordedMarch 25, 2021  CostFREE  Course Length1.0 hour  Subject AreaSpecialized Knowledge  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Other    

TAX-FREE INCOME FOR LIFE: HOW TO ELIMINATE RISK IN RETIREMENT

Date RecordedMarch 24, 2021  CostFREE  Course Length1.0 hour  Subject AreaSpecialized Knowledge  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Other    

WHAT A JOE BIDEN PRESIDENCY MEANS FOR YOUR RETIREMENT

Date RecordedMarch 22, 2021  CostFREE  Course Length1.0 hour  Subject AreaSpecialized Knowledge  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Other    

SOCIAL SECURITY: A COMPLETE OVERVIEW OF THE PROGRAM & BENEFITS

Date RecordedFebruary 25, 2021  Cost$40.00  Course Length2.0 hours  Subject AreaSpecialized Knowledge  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Other    

TAKE CONTROL OF YOUR RETIREMENT WITH A SELF-DIRECTED PLAN

Date RecordedFebruary 22, 2021  CostFREE  Course Length1.0 hour  Subject AreaSpecialized Knowledge  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Other    

THE VOLATILITY SHIELD: HOW TO MAKE YOUR RETIREMENT INCOME LAST 15 YEARS LONGER

Date RecordedFebruary 11, 2021  CostFREE  Course Length1.0 hour  Subject AreaSpecialized Knowledge  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Other    

LOOK BEFORE YOU LIRP: WHY ALL TAX-FREE RETIREMENT PLANS ARE NOT CREATED EQUAL

Date RecordedFebruary 9, 2021  CostFREE  Course Length1.0 hour  Subject AreaSpecialized Knowledge  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Other    

SOCIAL SECURITY: WHAT YOU NEED TO KNOW TO MAXIMIZE YOUR BENEFITS

Date RecordedJanuary 18, 2021  CostFREE  Course Length1.0 hour  Subject AreaSpecialized Knowledge  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, Other    

GETTING SAFELY HOME IN RETIREMENT: OVERCOMING EIGHT RISKS FACING YOUR RETIREMENT

Date RecordedJanuary 13, 2021  CostFREE  Course Length1.0 hour  Subject AreaSpecialized Knowledge  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Other    

SOCIAL SECURITY, MEDICARE, & REVERSE MORTGAGES: DAVE HALL ANSWERS YOUR QUESTIONS

Date RecordedDecember 15, 2020  CostFREE  Course Length1.0 hour  Subject AreaSpecialized Knowledge  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Other, Real Estate Professional    

529 PLANS: HOW TO MAXIMIZE THE BENEFITS

Date RecordedDecember 11, 2020  CostFREE  Course Length1.0 hour  Subject AreaSpecialized Knowledge  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Other    

FINANCIAL FREEDOM WITHOUT EATING JUST RICE AND BEANS

Date RecordedOctober 3, 2019  CostFREE  Course Length1.0 hour  Subject AreaSpecialized Knowledge  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, Other