Real Wealth® Monthly

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…

The Red Zone

September 1, 2019

You should plan your retirement at least 10 years in advance if not more, but many people don’t take the time to do so. This…

For better or for worse.. the divorce dilemma.

August 1, 2019

Is your client contemplating divorce? Show your community that you are a financial resource in good times and bad by sharing this helpful episode featuring…

Purpose through philanthropy

June 30, 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…