Real Wealth® Monthly

Flight Risk

July 1, 2020

The Coronavirus blues are real for all, but there is a silver lining for you from this pandemic – you NEED a plan in place…

Power of perception

June 1, 2020

Financial well-being is important, but so is mental well-being. Being cooped up in isolation can have many people at their wit’s end, and this episode…

Personal Protection

May 1, 2020

Many people are moving toward working from home with the “Safer at Home” movement, but how safe is it? Keeping passwords for work and financial…

Beware uncle SCAM

April 1, 2020

The elderly generation often isn’t as “tech savvy” as the younger generation, which unfortunately makes them a perfect target for social security scammers. Dr. Marti…

Never too young for life insurance

March 1, 2020

Most people think that life insurance is for use in the event of a tragedy, but this episode with 23-year old Entrepreneur and Author, Caleb…

Young money

February 1, 2020

Yes, you advise adults. No, they’re not the only ones that need help managing their money. Tune in as “The Eagle Mom,” Sunny Istar Lee,…

Don’t let your business die

January 1, 2020

Your clients thinking their business is invincible can be dangerous, especially if their retirement funds are riding on it. This episode with Lewis Schiff, Author…

Special planning for special needs

December 2, 2019

It never even crosses many parents’ minds that raising a child with special needs may inquire a lot of extra costs. Financial Planner Stephanie Thompson…

6 reasons businesses fail to successfully sell

November 1, 2019

Business owners stink at planning for retirement! They invest everything into their business and then count on the sale of their business to fund their…

Don’t dodge the bullet

October 1, 2019

Do your clients avoid the family meeting or discussing contingency plans because they just don’t want to think about it? Share this episode so your…