Is Owning Life Insurance Worth It?
September 7, 2015Did you know: 100 million Americans have no life insurance, and only 40% of those insured have their own individual policy? Joining Real Wealth® for…
The Asset You Didn’t Know You Had
September 1, 2015If your clients get divorced, sell their business, or just no longer have a need for their life insurance policy, are they just letting their…
The Asset You Didn’t Know You Had
August 31, 2015If your clients get divorced, sell their business, or just no longer have a need for their life insurance policy, are they just letting their…
Make the Most of Your Retirement Savings
August 24, 2015An advisor himself, Real Wealth® Host Jim Silbernagel has noticed many clients don’t understand how their retirement plan works, whether it’s a 401(k), 403(b), IRA,…
Your Biggest Purchase – What You Need to Know
August 17, 2015Buying a home can come with a lot of long-standing financial consequences if not properly thought through. Joining Real Wealth® is Real Estate Expert Scott…
What Schools Aren’t Teaching Your Kids
August 10, 2015This episode, we are talking about a special market for advisors: millennials. Currently between the ages of 18 and 35, these clients are often very tech-savvy…
Saving for College Made Easy
August 3, 2015Managing student debt and saving for college can be one of the most confusing areas of financial planning for clients. Helping us navigate this arena…
Prescription Drug Assistance
August 1, 2015Many of our clients are facing higher deductibles, especially with Obamacare. This episode, we welcome back Don Hansen to talk about a program that can…
Career Opportunities and Job Placement Tips
July 27, 2015When planning for the financial future, one of the biggest components is income. Joining Real Wealth® is Tom Sinsky, Job Placement Coordinator for South Coast…
Preserve Your Choice in Retirement & Savings Advice
July 20, 2015A new regulation facing the industry, set to impact a vast percentage of Americans: the “Best Interest Contract.” Based on a three-party agreement between client,…
Preserve Your Choice in Retirement & Savings Advice
July 16, 2015A new regulation facing the industry, set to impact a vast percentage of Americans: the “Best Interest Contract.” Based on a three-party agreement between client,…
Traveling During Retirement
July 13, 2015Many financial advisors focus on “nuts and bolts” of retirement planning for clients… what about planning a budget for fun? Group travel can be a safe…