Watch Videos to Enhance Your Financial Knowledge
Our video library contains a wide variety of financial knowledge videos that were developed with you in mind. You will find information about who we are, what makes us unique and why you should choose Prosperwell in addition to easy to follow videos on more specific topics such as retirement planning, how to choose an advisor and more. Our goal is to make you more educated and gain confidence in your money. If there is a topic you would like us to discuss, please contact us.
Kids and Money
Losing a Spouse
Can you afford to date?
Are You Financially Ready for a Baby?
4 things you need to know to survive a divorce
Separate or Joint Accounts?
Nicole shares her personal story and her journey to becoming a Wealth Advisor.
Find out what exactly a Live It List is and how it can help you start your path to living life to the fullest
Why Prosperwell: In a world full of options, we want you to choose us. We want to be your partner and help you get where you want to go.
What is the difference between a financial advisor, wealth advisor, stock broker etc?
How do you pick a Wealth Advisor?
What is an RMD?
What is asset allocation?
How do I know if I’m saving enough for retirement?
When can I start taking money out of my retirement accounts?
Is there a minimum I need to start investing?
Do I really need an advisor or can I do this on my own?
What do I do with my money if I change jobs?
How much money should I have set aside for emergencies?
What are some ways that I can save for my child’s education?
How Does An Advisor Get Paid?
Are All Advisors the Same?
Brokerage vs. Advisory
Is experience important?
How are my accounts protected?
What is an Annuity?
What is a Mutual Fund?
What are Alternative Investments?
Roth vs. Traditional IRA
I’m 5 Years From Retirement, How Do I Prepare?
Am I Prepared to Retire?
How Do I Collect Money in Retirement?
How Should You Prepare for Market Volatility
Why should I trust Prosperwell?
How do I find a good advisor?
How often should I meet with my advisor?
What services do you offer?
What are my investment choices?
When Should You Have the Money Talk?