Real Wealth® Weekly

2 Certainties

Air date: Mar 16, 2020

Are you ever frustrated with how many of your clients entrust their taxes to an unlicensed professional? Use this episode with Dave Alison to open…

Beware uncle SCAM

Air date: Mar 09, 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…

Investing with impact

Air date: Mar 02, 2020

Living in a first world country, many people try to give back with their money don’t know how to go about it in the most…

Personal, not statistical

February 24, 2020

Have you ever had a client reach retirement only to find out they can’t afford to retire, or worse, they have to come back out…

Caring for the caregiver

February 17, 2020

Do you find that many of your clients think they can handle their loved ones’ Alzheimer’s Disease diagnosis on their own? This episode with Jack…

Never too young for life insurance

February 10, 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…

Degrees, not debt

February 3, 2020

Not many 18 year olds can fully comprehend the amount of student debt they can end up in, but the reality is that many adults…

Preparing is caring

January 27, 2020

Many people assume the responsibility of taking care of their aging parents but if they don’t meet with you to plan, not only may they…

Don’t let your business die

January 20, 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…

Young money

January 13, 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,…