Real Wealth® Monthly

Purpose through philanthropy

Air date: Jul 01, 2019

The parents transfer the wealth to their children, the children don’t know how to appropriately handle the wealth, the children spend all the money and…

The Ultimate Gift

June 1, 2019

So many people get swept up in acquiring money that they forget the real reason behind the products and services you provide. Let this episode…

Mythbusters: Disability Insurance edition

May 1, 2019

Do you find that when you ask your clients if they have disability insurance, they scratch their head and mumble something about a work policy?…

Password protected: access denied

April 1, 2019

It’s likely that a lot of your clients do their banking and other important tasks online, and those people won’t want to miss this episode!…

Top reasons to get life insurance

February 1, 2019

When shopping for a new gadget, you turn to the consumers for reviews. Newsflash – your clients are probably the same way! On this week’s…

How to enhance the value of your business (part 2)

January 1, 2019

Last month, we had Scott Bushkie on to talk about enhancing the value of your business. This month, he’s on for a part two to…

How to enhance the value of your business

December 1, 2018

This month’s show is a must listen for both you and your clients! We’re talking business valuations and exit strategies. Why is this important for…

The tax train is coming

October 1, 2018

The time to get your fiscal house in order is when the economy is going well. You know that the economy is going well now…

How life Insurance changed my life: real life stories

September 1, 2018

Why do we have so many shows on Life Insurance? Because not enough people care about it! Nobody wants to think about dying, and nobody…

Opioid Overdose – Cheryl’s Story

August 1, 2018

Embarrassment, guilt and shame often stops clients from discussing their personal or loved one’s addiction. As an advisor you realize how much financial harm an…