Real Wealth® Weekly


Bounce back

Air date: May 23, 2022

As a financial professional, you know that “life happens” even when people think they’re invincible. This powerful episode features Author and Financial Professional Jane Blaufus,…

Flipping the retirement switch

May 16, 2022

If they’ve been saving their entire lives, it can be difficult for your clients to “flip to switch” in retirement and start spending the money…

Special planning for special needs

May 9, 2022

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…

The high price of money shame

May 2, 2022

Money is a taboo topic because many people feel a great deal of “money shame,” which can prevent them from being open about their finances…

The do’s and don’ts of long-term care

May 1, 2022

With so many do’s and don’ts when it comes to long-term care, it can be difficult for your clients to navigate what steps they need…

DreamCatchers: Making dreams come true

April 25, 2022

You make such a big impact on your client’s lives, why not inspire them to pay it forward! This week’s show features Caitlin Crommett, the…

The do’s and don’ts of long-term care

April 18, 2022

With so many do’s and don’ts when it comes to long-term care, it can be difficult for your clients to navigate what steps they need…

What will you leave behind?

April 11, 2022

Many of your clients probably want to leave their house, cars, money, and other big-ticket assets to their children after they pass, yet many are…

Going global

April 4, 2022

As your clients approach retirement, they’re going to want to become a snowbird in Brazil or have a beach house in Monaco, and financial laws…

The immigrant experience

April 1, 2022

While the majority of your clients may likely be natural-born US citizens, there are many hundreds of thousands of immigrants who have come to this…

The science of first impressions

March 28, 2022

When’s the last time you looked at your LinkedIn profile? When’s the last time you’ve made a post, left a comment, or interacted with someone…

Happy travels

March 21, 2022

Many of your clients, especially those of retirement age, have probably been itching to travel for the past 2 years, and with Covid restrictions on…