Real Wealth®


Attitude of gratitude

Air date: Dec 13, 2021

As a financial advisor, your main goal is to help people manage their finances, but why not help improve their overall outlook on life along…

The longest vacation of your life

December 6, 2021

Are your clients having a hard time fine-tuning their retirement goals? Eszylfie Taylor is on to help define the right words to explain retirement-saving concepts…

The high price of money shame

December 1, 2021

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…

Where is your money going?

November 29, 2021

As a financial professional you’ve probably had the discussion with your clients about saving, spending, and financial planning. This episode features Author and Financial Professional…

Maneuvering Medicare

November 22, 2021

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…

Is a Roth Conversion right for you?

November 15, 2021

Tax rates are still low and likely on the rise, which is why if it’s in your clients best interest to do a Roth conversion,…

8 principles of Heart-Centered Planning

November 8, 2021

If you connect with your life and implement values to follow, you’ll attract the right customers. Stephani Lucas, CEO and Founder of Annuity Consultants, developed…

The high price of money shame

November 1, 2021

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…

A lesson in leadership

As we emerge from the Covid-19 pandemic, you may find yourself struggling to reengage in your client relationships that were lost over those months spent…

What in the world

October 25, 2021

Clients getting sick of talking about covid? Most people are, but paying attention to the economic trends will be important to those with investments. We…

The transition into retirement

October 18, 2021

When it comes to retirement, each of your clients will have different needs and unique situations that you as a financial professional will need to…

The art of communication

October 11, 2021

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…