Real Wealth® Weekly


Building a financial foundation

Air date: Jan 30, 2023

In this episode, it’s all about the basics. Chris Kirkpatrick, Financial Professional, joined to discuss where clients can start in building a financial foundation, all…

Impact of family

January 23, 2023

Financial professionals and business partners Jim Silbernagel and Dave Talbot recall a story of a shared client that spans multiple decades. Complete with the theme…

The value of life

January 16, 2023

When it comes to life insurance, many struggle to see what doesn’t exist in their current life. As financial professionals, you likely want to help…

The wealth of health

January 9, 2023

Most people don’t like to think about the worst coming to pasture, and as financial professionals, you probably come across many people who run for…

Retiring your way

December 26, 2022

Many clients frequently worry about what may be coming in the economy. Sharing with us the trends she sees in the workplace and retirement is…

LTC solutions

December 19, 2022

While we’ve talked about the importance of having a long-term care plan in the past, what is it that clients should be looking for? This…

The future of retirement

December 12, 2022

When coming up with a financial plan for your client, you often end up having to be the one thinking about the future. Keeping up…

Holistic financing

December 5, 2022

How many of your clients view financial planning as a necessary evil? How much do you wish they could see your goal to protect their…

Covering your assets

November 28, 2022

Property and casualty is exceedingly underdiscussed amongst clients in the insurance space. Our guest Zary Lete, Financial Professional, shares stories of the reasons why clients…

Creating joy in life

November 21, 2022

In your time working, you’ve likely come across a company culture that ruins the experience for you. Today’s guest is Oshana Himot, a life and…

Checklist for Entrepreneurs

November 14, 2022

Sometimes, when an entrepreneurial client has a big idea, they will take that and run with it. As a financial professional, you’ll want them to…

Forget me not

November 7, 2022

Most adults see a cognitive decline with age, but no matter large or small, this can have serious consequences to their ability to handle their…