Real Wealth®


Retirement Risks: Are You Prepared?

September 1, 2014

10,000 baby boomers are retiring today, tomorrow and every day after that for the next 19 years! Do your clients realize they’re putting their retirement…

Hedging Strategies with Whole Life

Back by popular demand, we have John Wheeler on this week to talk about hedging and leveraging strategies that he uses with his own clients….

College Planning Strategies

August 25, 2014

The average debt per college graduate has risen to about $33,000… have your clients put a plan into action for their children or grandchildren? This…

Veterans Aid and Attendance Pension Benefit

August 18, 2014

Real Wealth® is dedicated to the men and women who have served our country – our veterans. We invite back Patty Servaes, the founder of…

Annuities 101: Using Annuities as a Distribution Tool

August 11, 2014

Retirement expert Tim Kiesling joins us on Real Wealth® again to continue our talk on the good, the bad and the ugly of annuities. Last…

Annuities 101: Using Annuities as an Accumulation Tool

August 4, 2014

Whether good or bad, everyone seems to have a strong opinion about annuities. We’ve invited Tim Kiesling to talk with us about the pros and…

The Impact of Chronic Illness

August 1, 2014

No one wants to think that they might need long term or chronic illness care in the future, but the fact is, for people ages…

FAQs about Home and Auto Insurance

July 1, 2014

Home and auto insurance specialist Gretchen Hefner-Evans returns to Real Wealth® this episode. Gretchen goes over what most policies do or do not cover, and…

The Power of Zero

June 1, 2014

Real Wealth® welcomes David McKnight, speaker, retirement strategist and author of The Power of Zero: How to get to the Zero Percent Tax Bracket and…

Disability Income

May 1, 2014

Real Wealth® talks with Richard Lazarski, an advisor of over 40 years. His client, Frank Szatkowski, was diagnosed with ALS, also known as Lou Gehrig’s…

Communication in America

April 21, 2014

What is the difference between the Vanderbilts and the Rothschilds? Family communication! Real Wealth® welcomes Jeff Lanza, author of Pistols to Press: Lessons on Communication from…

FAQs about Home and Auto Insurance

April 14, 2014

Home and auto insurance specialist Gretchen Hefner-Evans returns to Real Wealth® this episode. Gretchen goes over what most policies do or do not cover, and…