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…
Critical Documents To Consider
July 6, 2015Did you know that 78% of Americans do not have a will or trust in place to plan for their estate? What about other critical…
There’s No Place Like Home
June 29, 2015Home accessibility and the financial aspect of Long Term Care planning often go hand in hand, and are timely topics, as 10,000 new baby boomers…
Explode Your Revenues with LinkedIn
June 22, 2015We welcome back Wayne Breitbarth, LinkedIn Expert, Consultant and Trainer to discuss this powerful networking tool. We had Wayne on February’s Power Session LIVE webinar (full…
The New Retirement Paradigm
June 15, 2015We are living longer than ever before, but will our money be able to keep up with us? Joining us this episode is Gerontologist and Longevity…
Learn from the Celebs! Estate Planning Do’s and Don’ts
June 1, 2015Legacy expert attorneys Danielle and Andy Mayoras join Real Wealth® with more celebrity estate planning stories. They share their insight and analysis on high-profile celebrity…
Communicating with Millennials
May 25, 2015Why do the Vanderbilt’s continue to pass on their wealth from generation to generation, yet the Rothschild’s went broke? The key is family communication, and…
How a 23-Year-Old Survives Cancer Physically and Financially
May 18, 2015In honor of May being Disability Insurance Awareness Month, Real Wealth® welcomes back NAIFA-Jackson’s youngest president at age 29, Camille Snyder. 23-year-old Camille had a…
Prescription Drug Assistance
May 11, 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…
Managing & Reducing Your Biggest Expense
May 4, 2015According to our guest expert, if you are self-employed, you are 700% more likely to get audited! We invited Sandy Botkin, CPA on Real Wealth®…
Advice for Widows
April 27, 2015According to 2011 Spectrem Group research, 70% of widows leave their financial advisor after their husband dies. Why are they unhappy? This week’s guest is…
2015 Tax Surprises
April 20, 2015This episode, our guest Larry Fortenberry discusses the significant tax changes with Obamacare, what your clients can compare on their tax returns from last year,…