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Nuggets of Knowledge

Nuggets of Knowledge

De : Chris Bowman and Dylan Bowman
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In the middle of a financial landscape that can be a bit confusing, it’s always helpful to have someone who’s there to light your path. That’s why we host Nuggets of Knowledge, your go-to podcast for the latest in the world of money.


Financial advisors Chris Bowman and Dylan Bowman are here to share a few tips & tricks that may help you draw a map toward your goals. So, grab your shovel. We’re digging for answers & we can’t wait for you to join us!


Visit www.prospectwealthadvisors.com to learn more!


The information presented in this show is for educational purposes only and should not be construed as a recommendation or advice specific to your situation. Prospect Wealth Advisors help clients prepare for retirement using various insurance and investment products and strategies. Investment advisory services are offered through CreativeOne Wealth LLC, a registered investment advisor. CreativeOne Wealth LLC and Prospect Wealth Advisors are unaffiliated entities. We are not affiliated with any government agency and do not provide tax or legal advice. Tax and legal services are offered through our network of qualified tax and legal professionals. Investing involves risk, including possible loss of principal. No investment strategy can ensure profit or guarantee against losses. Insurance product guarantees are backed by the financial strength and claims paying ability of the issuing company.

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Épisodes
  • Meet The Bowmans: Clients & Planning Process

    Meet The Bowmans: Clients & Planning Process
    Apr 23 2026

    🏔️ Start the ascent into your retirement feature! Meet with our financial team today: https://www.prospectwealthadvisors.com/contact-us

    Financial planning is about so much more than account balances; it’s about understanding people, their stories, and their goals. In this episode, Chris and Dylan share how they build trust-based, long-term relationships with the families they serve. They highlight the importance of education, open communication, and a no-pressure environment in helping clients feel confident and secure about their financial future.

    Here’s some of what we discuss in this episode:

    🤝 Client Focus: Building strong, personal, trust-based relationships is at the heart of successful planning

    🧭 Discovery Process: Understanding each client’s needs, goals, and risk tolerance

    📈 Risk Analysis: Knowing your risk profile is crucial to crafting a portfolio

    🧩 Comprehensive Planning: Gathering, analysis, strategy, implementation, and ongoing monitoring

    💬 Client Collaboration: Helping clients feel informed and comfortable with their plan

    Resources:

    Our website: https://www.prospectwealthadvisors.com/

    Phone: (800) 670-5782

    Schedule your no-cost consultation: https://www.prospectwealthadvisors.com/contact-us

    Watch the show on YouTube: https://www.youtube.com/channel/UCclfsEDHoqYyd6KPCGrzZbw

    Facebook: https://www.facebook.com/ProspectEstatePlanning/

    Instagram: https://www.instagram.com/prospectwealthadvisors/
    Afficher plus Afficher moins
    16 min
  • Meet the Bowmans: Father-Son Adventures in Life & Finance

    Meet the Bowmans: Father-Son Adventures in Life & Finance
    Apr 14 2026

    🏔️ Start the ascent into your retirement feature! Meet with our financial team today: https://www.prospectwealthadvisors.com/contact-us

    Join Chris and Dylan Bowman, the father-son duo behind Prospect Wealth Advisors, in the first episode of Nuggets of Knowledge! They share their journey into financial planning, from corporate beginnings to building a multigenerational business, and reveal the philosophies guiding their approach to wealth, relationships, and life. Beyond finance, they discuss adventurous hobbies, personal passions, and lessons learned from family and clients.

    Here’s some of what we discuss in this episode:

    💼 How Chris and Dylan transitioned to building a family-run financial advisory business

    📈 Holistic approach: estate, income, tax, and retirement planning

    🤝 Client relationships & trust-building

    🌍 Travel & adventurous experiences (bull riding, skydiving, favorite trips)

    🎨 Personal passions: art, entrepreneurship, and hobbies

    Resources:

    Our website: https://www.prospectwealthadvisors.com/

    Phone: (800) 670-5782

    Schedule your no-cost consultation: https://www.prospectwealthadvisors.com/contact-us

    Watch the show on YouTube: https://www.youtube.com/channel/UCclfsEDHoqYyd6KPCGrzZbw

    Facebook: https://www.facebook.com/ProspectEstatePlanning/

    Instagram: https://www.instagram.com/prospectwealthadvisors/
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    29 min
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