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…

Single living

June 20, 2022

Most people assume that buying a house is the same process for everyone, but depending on if they’re married, an unmarried couple, or single, their…

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…

Bounce back

May 23, 2022

As a financial professional, you know that “life happens” even when people think they’re invincible. This powerful episode features Author and Financial Professional Jane Blaufus,…

Flipping the retirement switch

May 16, 2022

If they’ve been saving their entire lives, it can be difficult for your clients to “flip to switch” in retirement and start spending the money…

Special planning for special needs

May 9, 2022

It never even crosses many parents’ minds that raising a child with special needs may inquire a lot of extra costs. Financial Planner Stephanie Thompson…

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…

The do’s and don’ts of long-term care

April 18, 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…