Real Wealth® Weekly


A power of attorney gives you the power to prepare

Air date: Aug 09, 2021

Ever notice how there’s just some clients you can’t get to plan for their finances? Most of the time, they understand the importance of it…

RMD’s and me

August 2, 2021

It’s likely that a few of your clients have gotten laid off or have been financially hurt by Covid. This episode, Retirement Specialist Denise Appleby…

Top 10 times to check your insurance

August 1, 2021

If you’re an insurance professional, it can be difficult to explain to your clients when they should come to you with questions or concerns regarding…

Silence isn’t always golden

July 26, 2021

When you meet with your clients, do you always have both spouses in the room, or do they sometimes settle for one? Author and Financial…

Student support: the 529 plan

July 19, 2021

Students heading to college find themselves fearful and lacking confidence in their preparedness to take on the real world due to Covid. Vivian Tsai, the…

Battle of the sexes: financial equality

July 12, 2021

Typically, your male clients are more eager to speak out and join the financial conversation than your female clients. Show them you care about their…

Adjusting your approach

July 5, 2021

Your clients may not be masters of history and current events, but what’s happening in the world can drastically affect their financial wellbeing. Richard Maybury,…

Pay Yourself First

July 1, 2021

Going through this pandemic through an Advisor’s point of view offers a unique perspective, and unfortunately, you’ve probably seen that many of your clients were…

Coping with consolidation

June 28, 2021

You’ve more than likely seen the drastic changes that the insurance industry has undergone in the last few decades, but how do these changes really…

Going global

June 21, 2021

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…

Pay Yourself First

June 14, 2021

Going through this pandemic through an Advisor’s point of view offers a unique perspective, and unfortunately, you’ve probably seen that many of your clients were…

The habit of giving

June 7, 2021

The financial lessons that were instilled in you when you were a child most likely influences the way you handle your finances now. So, if…