Real Wealth® Weekly


Is a Roth Conversion right for you?

Air date: Nov 15, 2021

Tax rates are still low and likely on the rise, which is why if it’s in your clients best interest to do a Roth conversion,…

8 principles of Heart-Centered Planning

Air date: Nov 08, 2021

If you connect with your life and implement values to follow, you’ll attract the right customers. Stephani Lucas, CEO and Founder of Annuity Consultants, developed…

The high price of money shame

Air date: Nov 01, 2021

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…

What in the world

October 25, 2021

Clients getting sick of talking about covid? Most people are, but paying attention to the economic trends will be important to those with investments. We…

The transition into retirement

October 18, 2021

When it comes to retirement, each of your clients will have different needs and unique situations that you as a financial professional will need to…

The art of communication

October 11, 2021

No matter how long you’ve been in business or how many clients you work with, there are a couple tried and true methods that help…

A lesson in leadership

October 4, 2021

As we emerge from the Covid-19 pandemic, you may find yourself struggling to reengage in your client relationships that were lost over those months spent…

Think before you click

October 1, 2021

If we’ve learned anything from the Covid-19 pandemic, it’s that most of our everyday activities can be done online! Unfortunately, this surge in internet usage…

Forget me not: financial edition

September 27, 2021

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…

Think before you click

September 20, 2021

If we’ve learned anything from the Covid-19 pandemic, it’s that most of our everyday activities can be done online! Unfortunately, this surge in internet usage…

What will you leave behind?

September 13, 2021

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…

Navigating your journey with Social Security

September 6, 2021

Social Security is a delicate web that your clients probably need help navigating. Use this episode with Economics Professor and Author Laurence Kotlikoff to help…