Prana Wealth

Prana Wealth An independent, fee-only financial planning and investment management practice in Atlanta, GA. We’re here to help you live by design, not by default.

We do our best work helping professionals and executives over age 40 invest smarter, save taxes and retire sooner. At Prana Wealth, we offer comprehensive financial planning and investment management services as a means of building wealth, increasing peace of mind and creating more freedom in the lives of our clients. For those who are ready, we’re here to help clear your path forward, and then wa

lk with you every step of the way. Over the years, we’ve helped CEOs, executives, all-star athletes, Grammy winning artists and dozens of other folks from all walks of life grow their financial lives. Done right, financial planning is about more than just money. It’s about creating clarity, freedom and connection – and those things are free. The Prana Wealth ethos is deeply rooted in empathy, kindness, authenticity, honesty and integrity. Our aim is to serve as an integral advocate and partner to help our clients live the very best possible versions of their lives.

With all the concern about banks recently, it begs the question: what would happen if a broker like Schwab went bankrupt...
05/25/2023

With all the concern about banks recently, it begs the question: what would happen if a broker like Schwab went bankrupt?..
https://youtu.be/CutTRmmbNpc

With all this banking mess going on, is now the right time to change banks? Should we be afraid of small banks?
05/18/2023

With all this banking mess going on, is now the right time to change banks? Should we be afraid of small banks?

With all this banking mess going on, is now the right time to change banks? Should we be afraid of small banks?► FDIC insurance limits: https://youtu.be/US4O...

The FDIC insurance limit is $250,000. But if you pay attention to the details, you can cover much, much more than that.
05/18/2023

The FDIC insurance limit is $250,000. But if you pay attention to the details, you can cover much, much more than that.

The FDIC insurance limit is $250,000. But if you pay attention to the details, you can cover much, much more than that.Links: ► https://www.fdic.gov/resource...

While I don't think there's much to worry about over the Silicon Valley Bank brouhaha, there's one question about the Fe...
03/15/2023

While I don't think there's much to worry about over the Silicon Valley Bank brouhaha, there's one question about the Fed's response that people aren't asking.....
https://youtu.be/O2nuBWLEG54

Trying to get everything perfect could actually impede your progress when it comes to retirement planning. ..https://you...
03/03/2023

Trying to get everything perfect could actually impede your progress when it comes to retirement planning. ..
https://youtu.be/-jxQUAwHodg

It's not just buying a Lambo. Here are 5 surprising ways that people who have done everything right can still blow up th...
02/16/2023

It's not just buying a Lambo. Here are 5 surprising ways that people who have done everything right can still blow up their retirement...
https://youtu.be/XAG3fGGQF2o

If it feels like we just endured a debt ceiling debate, it's because the last one was only 15 months ago! Here's how we ...
02/02/2023

If it feels like we just endured a debt ceiling debate, it's because the last one was only 15 months ago! Here's how we should react...
https://youtu.be/-W7ATVoO_SQ

At least once a year, it's good practice to rebalance your 401(k), 403(b), or other employer retirement accounts. Here's...
01/19/2023

At least once a year, it's good practice to rebalance your 401(k), 403(b), or other employer retirement accounts. Here's how to do it...
https://youtu.be/5AguGDk3Exw

It can be tempting to change your investments after a down year in the stock market. Here's an action plan to assess you...
01/12/2023

It can be tempting to change your investments after a down year in the stock market. Here's an action plan to assess your situation...
https://youtu.be/7gSq3C0yPIM

The SECURE Act 2.0 contains dozens of changes that will impact our retirement planning. Here are 4 major changes from th...
01/05/2023

The SECURE Act 2.0 contains dozens of changes that will impact our retirement planning. Here are 4 major changes from the SECURE Act 2.0...
https://youtu.be/Yj6owNa4UgI

While we're approaching year-end, there's still time to do a little be more retirement saving – and plan for next year w...
11/24/2022

While we're approaching year-end, there's still time to do a little be more retirement saving – and plan for next year while we're at it...
https://youtu.be/2lEvnl0dFU0..

To combat inflation, the Fed has been consistently raising rates. Here are 5 ways that rising interest rates affect your...
11/17/2022

To combat inflation, the Fed has been consistently raising rates. Here are 5 ways that rising interest rates affect your retirement...
https://youtu.be/NBCBUPYtU2Y..

Address

Atlanta, GA

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+14045009261

Website

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