Real Wealth®


Find your baseline

Air date: Jul 04, 2022

Tracking 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, 2022

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…

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 high price of money shame

May 2, 2022

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…

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…

What will you leave behind?

April 11, 2022

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…

Going global

April 4, 2022

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…

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…

Check up from the neck up

March 7, 2022

If 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…