Info

Prosperwell with Nicole

As a Financial Advisor and Certified Divorce Financial Analyst with Prosperwell Financial, Nicole has been professionally trained in retirement planning for small businesses and practical investments for individuals. Prosperwell Financial is not a registered broker/dealer, and is independent of Raymond James Financial Services. Securities are offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc. www.finra.org www.sipc.org Raymond James financial advisors may only conduct business with residents of that states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investorys outside of the United States are subject to securities and tax regulations within their aplicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Opinions expressed are those of Nicole Middendorf (Wealth Advisor, RJFS) and net necessarily those of Raymond James. www.raymondjames.com/privacy-security-and-account-protection/privacy-notice
RSS Feed
Prosperwell with Nicole
2017
December
November
October
September
August
July
May


All Episodes
Archives
Now displaying: Page 1
Dec 12, 2017

Nicole and guest Kelly Lucente - the Queen of Branding discuss how to brand your company and yourself. Branding is not just a logo, website and for Fortune 500 companies. It is an experience and a feeling.

Dec 5, 2017

Did you know that roughly 78% of professional athletes are bankrupt within 2 years of retirement? Attorney Jeff O'Brien, who works with many professional athletes joins Nicole Middendorf to discuss why this is.

Nov 28, 2017

Every year, the Nicole Middendorf Foundation raises money for causes important to Nicole and the Prosperwell team.  Nicole explains how she started her foundation and how you can make a difference in areas that are important to you. 

Nov 21, 2017

Estate planning doesn't top many lists of fun things to talk about.  But it's SO important!  Anyone who has anything - even just a checking account - has an estate.  Nicole explains what to do so that YOU decide what happens to "what's yours" instead of a stranger doing it for you.

Nov 14, 2017

We hear the term PR all the time - but what does it really mean?  Lola Red PR firm founder Alexis Walsko joins Nicole to explain what the term means and what the work does for clients and the public.  Aren't you curious? 

Nov 7, 2017

Death and taxes are on deck as Nicole discusses the relationship of these two things that most people prefer to avoid.  CPA Wade Christensen shares his expertise on these important and unavoidable things. 

Oct 31, 2017

What's in the news isn't always what's in your personal best interest.  Nicole explains how well-meaning media outlets trying to get you to click, watch and listen might steer you down a path that doesn't line up with the rest of your goals. 

Oct 24, 2017

Whether you're a current business owner, an employee or student, you'll find inspiration in Alexis Walsko's journey to building her successful firm.  You'll find out how she started and grew her business as well as "what's in a name!" 

Oct 18, 2017

So many people have anxiety around the idea of meeting with a wealth advisor.  There's fear about not having enough money to "plan with," shame surrounding spending habits and so much more.  Don't be afraid!  Nicole explains how this could be the best and most important appointment you ever make! 

Oct 10, 2017

Nicole speaks with CPA Wade Christensen about what business owners need to know about taxes.  Wade and Nicole discuss planning specific for self-employed people and business owners to minimize risk and exposure. 

Oct 3, 2017

A lot of people hope to pay off their homes some day and "own them free and clear."  Sounds great!  But there's more to it and Nicole explains what you need to consider if paying off your mortgage is a goal.  

Sep 26, 2017

Taxes are one of the big "inevitables" in life and CPA Wade Christensen joins Nicole to offer tax tips for individuals to help with planning and hopefully "ease the pain." 

Sep 19, 2017

Parents and relatives who want to give gifts that make an impact should consider making Money Books for the children in their lives.  Nicole explains the concept, the thinking behind it and how you can make one for kids in your life. 

Sep 12, 2017

Everyone has something they want to buy - and kids are no exception.  Parents have a great opportunity to teach their kids valuable lessons about money and help prepare them for the future by starting a Family 401k.  Teach your kids how to earn the things they want while giving them a great foundation for the future.  

Sep 8, 2017

We all need cars, but not too many people enjoy buying them.  Nicole has great inside info on the best time to buy a car, ways to avoid high pressure sales tactics, financing insight and little-known deals you may be able to uncover with simple questions.  

Sep 5, 2017

Do you have a job with benefits?  Have you ever been confused by - or dreaded - benefit enrollment?  Nicole's got great info that every employee who's eligible for benefits should know!

Aug 30, 2017

2017 is flying by and a lot has happened.  Nicole explains what everyone should review and consider as we're into the second half of the year.  

Aug 22, 2017

It's not surprising that there's a lot of anxiety out there about student loans - the number of people who have them keeps going up and the average balances are rising too.  But Nicole's got good news for people who needed to finance their education!

Aug 15, 2017

IRAs come up in most conversations about financial and retirement planning, but most people understandably don't know much about them, the different types, or the different ways they can help.  Nicole breaks it down in a memorable way!

Aug 8, 2017

Getting married?  Smart couples will look beyond love, honor and cherish to make the most of their futures together.  Nicole talks about doubling up on benefits, finding a less 'taxing' way to do things and making the most of your life together.

Aug 1, 2017

Travel is a top goal for many people, so why not find a way to do more?  It starts with getting more for your money and making it work for you.  Find out how Nicole gets the most "mileage" for her money.

Jul 25, 2017

The concept of having a "bucket list" has really gotten popular of late; however, the idea is a little grim. Nicole has a different way to look at things and she explains how it can help you live happy and prosper well….

Jul 20, 2017

Do you get a ton of credit card offers and other personal and financial-related things in the mail?  What do you do with all of it?  What SHOULD you do?  Nicole's got great ideas to get you organized and protect your personal information.  

Jul 18, 2017

The term budget strikes terror in some people's hearts - igniting a fear that they'll have to deprive themselves of fun and other things they want and enjoy. Nicole explains why that's not so - and her Prosperspin will motivate you to embrace this thing that so many people avoid.

Jul 11, 2017

Is your job working for you? Most everyone works and it's a big part of your day and life. Do you like your job? Nicole shares insight on how to evaluate your skills and get on track for your dream job.

1 2 Next »