Charitable Giving 101
December 16, 2013This episode, Real Wealth® welcomes Alan Pratt, Certified Estate Planner, Charter Advisor in Philanthropy, past President of the International Association of Advisors in Philanthropy, and president…
The Family Money Talk
December 9, 2013One of the most effective meetings you can have with your clients is a family meeting to discuss their retirement and estate planning with their…
Life Events that Generate Insurance Reviews
December 2, 2013Real Wealth® welcomes back property and casualty expert Gretchen Evans to make your clients aware of events that call for an insurance review. Gretchen stresses…
Choosing Survivorship Benefits
November 25, 2013Many people don’t like to think about what will happen if they or their spouse die. Our hosts, Jim and Tony explain the importance of…
5 C’s of Credit for Businesses
November 18, 2013Credit specialist Chuck Harris joins Real Wealth® again to dive deeper into credit and its role in businesses. Chuck exposes the five things that banks…
7 Steps to Better Credit
November 11, 2013This episode, Real Wealth® welcomes credit specialist Chuck Harris to discuss seven steps to improve credit. Your clients may not fully understand what their credit…
Long Term Care: One of the Greatest Risks We Face
November 4, 2013This episode, Real Wealth® welcomes Jesse Slome, the executive director of the American Association for Long Term Care Insurance, in honor of November being Long…
Saving for College
October 28, 2013America’s student loan debt is quickly approaching $1 trillion. Joining us is Roger Michaud, Chairman Emeritus of the College Savings Foundation, a leading nonprofit helping…
Special Needs Trusts
October 21, 2013October is recognized as National Down Syndrome Awareness Month. Real Wealth® Weekly will be joined by special guest, Attorney John A. Stocking to discuss the…
Charitable Remainer Trusts
October 14, 2013Many people feel that tax rates are remaining the same, but there are many areas where taxes have actually gone up, and sometimes quite substantially….
Financial Wellness
October 7, 2013Many Americans today spend more years in retirement than they did working toward it. Joining us is Maura Albrecht, President of Financial Wellness for You,…
Financial Planning for People with Alzheimer’s
September 30, 2013This episode Real Wealth® podcast continues the two part series to recognize World Alzheimer’s Month. This discussion focuses on the financial toll and consequences that Alzheimer’s disease…