Real Wealth® Weekly

What’s Your Story?

Air date: Dec 25, 2017

This week’s episode will not only inspire your clients, but it could also teach you a thing or two about how to connect with your…

Tax Tips to Implement Before Year End

Air date: Dec 18, 2017

The best tax-savings ideas arise when you get your hands on clients’ returns, but by then it’s too late to put anything in motion for…

Make Your Life Less “Taxing”

December 11, 2017

Since Tax Laws are front and center right now, we invited Sandy Botkin, CPA, Attorney, Author, and CEO of the Tax Reduction Institute to talk…

College Admissions Secrets Revealed

December 4, 2017

Prepare to be blown away by this college funding strategy! Coy Howe, founder of College Funding Solutions, reveals college admissions secrets and the marketing game…

YOUR Home vs. Nursing Home

November 27, 2017

To wrap up Long Term Care Insurance Awareness month we invited Rosemarie Rossetti back to help ease the fears of your clients and prospects, and…

BIG Opportunities for the Self Employed

November 20, 2017

You may have heard about some awesome HRA tax savings opportunities on Power Session LIVE or in our Advisor Toolbox, but don’t forget to “pay…

Don’t go broke in a Nursing Home!

November 13, 2017

In honor of Long Term Care Awareness month we invited LTC Veteran Producer and Author Don Quante to share a double feature with your clients!…

Who will take care of Mom?

November 6, 2017

Do you know anyone who ended up draining their financial and emotional resources taking care of an aging parent who didn’t have a LTC plan?…

Understanding the Health Insurance Marketplace

October 30, 2017

We all know that the health insurance industry is reeling, but what your clients may NOT know is that working with you is their best…

What’s your “Why?”

October 23, 2017

You work hard on your clients’ plans, but do they struggle with following through on their own tasks? Advisor, Trainer & Speaker Jon Baker ran…