Real Wealth®

Beware of the fairytale retirement

June 13, 2022

Your clients may fall for the idea that retirement is a perfect fairytale, but you know all too well that without the proper planning in…

Maneuvering Medicare

June 6, 2022

Navigating your way through Medicare plans can be a nightmare if you don’t know the ins and outs. This week, Elder Benefit Specialist Laura Schimberg…

First paycheck planning

June 1, 2022

Sometimes it can be difficult for your clients to overcome their urge to spend, especially after they receive their first paycheck. This episode with Financial…

The art of communication

May 30, 2022

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…

The do’s and don’ts of long-term care

May 1, 2022

With so many do’s and don’ts when it comes to long-term care, it can be difficult for your clients to navigate what steps they need…

DreamCatchers: Making dreams come true

April 25, 2022

You make such a big impact on your client’s lives, why not inspire them to pay it forward! This week’s show features Caitlin Crommett, the…

The immigrant experience

April 1, 2022

While the majority of your clients may likely be natural-born US citizens, there are many hundreds of thousands of immigrants who have come to this…

Happy travels

March 21, 2022

Many of your clients, especially those of retirement age, have probably been itching to travel for the past 2 years, and with Covid restrictions on…

Money magic

March 14, 2022

Through all life’s stages, you know your clients will have things that need to be planned for financially. Help set them up for success by…

What is your why

March 1, 2022

Your clients may find it difficult to find a purpose when saving for retirement. As their financial professional, it’s up to you to be a…

Dignity protection

February 1, 2022

As a financial professional, you likely have a better understanding that the “worst case scenario” sadly happens more often than the general public would think….

Battle of the sexes: financial equality

January 1, 2022

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…