Real Wealth®


Charitable Remainer Trusts

October 14, 2013

Many people feel that tax rates are remaining the same, but there are many areas where taxes have actually gone up, and sometimes quite substantially….

Financial Wellness

October 7, 2013

Many Americans today spend more years in retirement than they did working toward it. Joining us is Maura Albrecht, President of Financial Wellness for You,…

Special Needs Trusts

October 1, 2013

October is recognized as National Down Syndrome Awareness Month. Real Wealth® will be joined by special guest, Attorney John A. Stocking to discuss the importance…

Financial Planning for People with Alzheimer’s

September 30, 2013

This episode Real Wealth® podcast continues the two part series to recognize World Alzheimer’s Month. This discussion focuses on the financial toll and consequences that Alzheimer’s disease…

Planning for the Unexpected-Early Detection of Alzheimer’s

September 23, 2013

In honor of World Alzheimer’s Month, “Planning for the Unexpected-Early Detection of Alzheimer’s” is the topic for this episode’s Real Wealth® podcast. According to the…

Real Life Stories

September 16, 2013

This episode we feature realLifestories provided to us by the nonprofit Life and Health Insurance Foundation for Education. These true stories illustrate why it’s so important…

Life Insurance Awareness Month

September 9, 2013

Each September, the nonprofit Life and Health Insurance Foundation for Education (LIFE) is joined by more than 100 of the nation’s leading insurance companies and…

Overlooked and Misunderstood Insurance Coverages

September 2, 2013

Gretchen Evans, 20-year insurance veteran, joins us this episode to discuss insurance coverages that many people don’t know about or might not fully understand. From identity…

Life Insurance Awareness Month

September 1, 2013

Each September, the nonprofit Life and Health Insurance Foundation for Education (LIFE) is joined by more than 100 of the nation’s leading insurance companies and…

Grow a Business in a Tough Economy

August 26, 2013

Dr. Rick Schaefer joins Real Wealth® again to discuss how he was able to grow his business from $34,000 in his first month to a…

Special Needs Planning

August 19, 2013

George Shadie joins Real Wealth® this episode to give advice on how life insurance can fund a trust to take care of a family member’s needs…

Save the Children

August 12, 2013

Real Wealth® Weekly invites guest Cokie Roberts, a political commentator for ABC News and Senior News Analyst for National Public Radio. Cokie will be sharing…