Real Wealth®


Jeff’s story – the caregiver chronicles

Air date: Nov 02, 2020

What to do as family members age is one of the most difficult questions your clients are faced with, and sometimes a hearing a personal…

College planning during a pandemic – what’s different

Air date: Nov 02, 2020

The National College Savings Foundation recently conducted a study that showed how Covid has changed the way people view, plan, and prepare for college. Vivian…

The truth about saving for retirement

Air date: Oct 26, 2020

For someone not in the financial industry, putting money aside for a retirement that’s so far away can be hard to justify and easy to…

RMD’s and me

October 19, 2020

It’s likely that a few of your clients have gotten laid off or have been financially hurt by Covid. This episode, Retirement Specialist Denise Appleby…

Mind, body, money

October 12, 2020

When you’re a financial professional, you only deal with one aspect of your client’s life… their money, but if their mental and physical health aren’t…

Debunked

October 5, 2020

As a financial professional, you probably get frustrated when your clients take the advice of unlicensed TV gurus over your own. These gurus, while sometimes…

Bounce back

October 1, 2020

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

Ready, set, rebound

September 28, 2020

David Cooks lost his ability to walk when he was only 15 years old. He believes that “we all need help and we all need…

Life insurance is for the living

September 21, 2020

Most people think that life insurance is for use in the event of a tragedy, but this episode with 23-year old Entrepreneur and Author, Caleb…

Bounce back

September 14, 2020

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