Real Wealth®

Find your baseline
Air date: Jul 04, 2022Tracking your expenses might be one of the most important tasks included in your budgeting routine. You might have clients that tend to struggle with…

Navigating your journey with Social Security
June 27, 2022Social Security is a delicate web that your clients probably need help navigating. Use this episode with Economics Professor and Author Laurence Kotlikoff to help…

First paycheck planning
June 1, 2022Sometimes 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, 2022No 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 high price of money shame
May 2, 2022Money is a taboo topic because many people feel a great deal of “money shame,” which can prevent them from being open about their finances…

The do’s and don’ts of long-term care
May 1, 2022With 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…

What will you leave behind?
April 11, 2022Many 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…

Going global
April 4, 2022As 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…

The immigrant experience
April 1, 2022While 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, 2022Many 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, 2022Through 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…

Check up from the neck up
March 7, 2022If someone’s well-being is compromised their energy and motivation are elsewhere, and their financial affairs may suffer as a result. This episode with Coach and…