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.

About Us

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.

How are my accounts protected?

Why should I trust Prosperwell?

What services do you offer?

Find out what exactly a Live It List is and how it can help you start your path to living life to the fullest

Choosing an Advisor

What is the difference between a financial advisor, wealth advisor, stock broker etc?

How do you pick a Wealth Advisor?

Do I really need an advisor or can I do this on my own?

How Does An Advisor Get Paid?

Is experience important?

How do I find a good advisor?

How often should I meet with my advisor?

Are All Advisors the Same?

Investment Basics

What is asset allocation?

Is there a minimum I need to start investing?

What do I do with my money if I change jobs?

What is an Annuity?

What is a Mutual Fund?

What are Alternative Investments?

Roth vs. Traditional IRA

What are my investment choices?

How Should You Prepare for Market Volatility

Retirement Planning

How do I know if I’m saving enough for retirement?

When can I start taking money out of my retirement accounts?

I’m 5 Years From Retirement, How Do I Prepare?

Am I Prepared to Retire?

How Do I Collect Money in Retirement?

Family Savings

Are You Financially Ready for a Baby?

Separate or Joint Accounts?

What are some ways that I can save for my child’s education?


Can you afford to date?

4 things you need to know to survive a divorce

How much money should I have set aside for emergencies?

When Should You Have the Money Talk?