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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

RETIREMENT ALPHA: USING ANNUITIES TO IMPROVE YOUR RETIREMENT

Available Date(s)
Tuesday, July 27, 2021: 10:00AM EDT
Monday, August 23, 2021: 4:00PM EDT
Tuesday, September 28, 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      

TAKE CONTROL OF YOUR RETIREMENT WITH A SELF-DIRECTED PLAN

Available Date(s)
Wednesday, July 28, 2021: 10:00AM EDT
Friday, August 27, 2021: 9:00AM EDT
Friday, September 24, 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 POWER OF ZERO: HOW TO GET TO THE 0% TAX BRACKET IN RETIREMENT

Available Date(s)
Thursday, July 29, 2021: 10:00AM EDT
Thursday, August 26, 2021: 5:00PM EDT
Monday, September 20, 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     This webinar was previously titled: HOW TO RETIRE FREE: A 3 BUCKET SYSTEM 

THE CHANGING WORLD OF RETIREMENT

Available Date(s)
Friday, July 30, 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      

PAYCHECKS AND PLAYCHECKS

Available Date(s)
Monday, August 02, 2021: 11:00AM EDT
Tuesday, August 31, 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      

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

Available Date(s)
Monday, August 02, 2021: 5:00PM EDT
Tuesday, August 10, 2021: 5:00PM EDT
Tuesday, September 14, 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      

WHAT A JOE BIDEN PRESIDENCY MEANS FOR YOUR RETIREMENT

Available Date(s)
Tuesday, August 03, 2021: 9:00AM EDT
Monday, August 30, 2021: 5:00PM 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 AND YOU

Available Date(s)
Tuesday, August 03, 2021: 5:00PM EDT
Thursday, September 02, 2021: 4:00PM 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      

GETTING SAFELY THROUGH RETIREMENT: A NEW PARADIGM IN RETIREMENT PLANNING

Available Date(s)
Wednesday, August 04, 2021: 10:00AM EDT
Wednesday, August 18, 2021: 4:00PM EDT
Wednesday, September 01, 2021: 10:00AM 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      

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

Available Date(s)
Thursday, August 05, 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      

THE TRUTH ABOUT REVERSE MORTGAGES: EVERYTHING YOU NEED TO KNOW

Available Date(s)
Friday, August 06, 2021: 10:00AM EDT
Tuesday, August 31, 2021: 5:30PM EDT
Monday, September 27, 2021: 10:00AM 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, Other, Real Estate Professional      

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

Available Date(s)
Monday, August 09, 2021: 11:00AM EDT
Wednesday, September 08, 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      

DON'T WORRY, RETIRE HAPPY

Available Date(s)
Thursday, August 12, 2021: 5:30PM EDT
Thursday, September 09, 2021: 5:00PM 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      

LONG-TERM CARE: A TIME BOMB FOR YOUR RETIREMENT

Available Date(s)
Tuesday, August 24, 2021: 5:00PM EDT
Tuesday, September 21, 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      

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

LONG-TERM CARE: A TIME BOMB FOR YOUR RETIREMENT

Date RecordedJuly 26, 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 RecordedJuly 22, 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    

GETTING SAFELY THROUGH RETIREMENT: A NEW PARADIGM IN RETIREMENT PLANNING

Date RecordedJuly 20, 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    

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

Date RecordedJuly 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    

DON'T WORRY, RETIRE HAPPY

Date RecordedJuly 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    

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

Date RecordedJuly 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    

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

Date RecordedJuly 8, 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    

TAKE CONTROL OF YOUR RETIREMENT WITH A SELF-DIRECTED PLAN

Date RecordedJuly 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, CPA - large firm, Other    

THE TRUTH ABOUT REVERSE MORTGAGES: EVERYTHING YOU NEED TO KNOW

Date RecordedJuly 6, 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, Other, Real Estate Professional    

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

Date RecordedJuly 6, 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    

MEDICARE AND YOU

Date RecordedJuly 1, 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    

RETIREMENT ALPHA: USING ANNUITIES TO IMPROVE YOUR RETIREMENT

Date RecordedJune 30, 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 RecordedJune 29, 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 CHANGING WORLD OF RETIREMENT

Date RecordedJune 24, 2021  Cost$80.00  Course Length4.0 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    

PAYCHECKS AND PLAYCHECKS

Date RecordedJune 15, 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    

MEDICARE IN A NUTSHELL

Date RecordedApril 26, 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    

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    

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