Don’t Become a Financial Burden to Your Children

November 1, 2015

No one wants to end up in a nursing home, and a lot of our clients think that avoiding the Long Term Care conversation solves…

What’s Happening With Healthcare?

October 1, 2015

The changing industry of healthcare brings a lot of uncertainty and stress to our clients. That’s why we’ve invited Health Insurance Consultant Terry Frett on Real Wealth®…

The Asset You Didn’t Know You Had

September 1, 2015

If your clients get divorced, sell their business, or just no longer have a need for their life insurance policy, are they just letting their…

Prescription Drug Assistance

August 1, 2015

Many of our clients are facing higher deductibles, especially with Obamacare. This episode, we welcome back Don Hansen to talk about a program that can…

Preserve Your Choice in Retirement & Savings Advice

July 16, 2015

A 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,…

Learn from the Celebs! Estate Planning Do’s and Dont’s

July 1, 2015

Legacy expert attorneys Danielle and Andy Mayoras, authors of Trial & Heirs: Famous Fortune Fights, join Real Wealth® with more celebrity estate planning stories. They…

Managing & Reducing Your Biggest Expense

June 1, 2015

According 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®…

How a 23-Year-Old Survives Cancer Physically and Financially

May 1, 2015

In 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…

Critical Insurance

April 1, 2015

The market for Critical Illness Insurance is set to explode! Why? Obamacare. And everybody knows someone who has had cancer, a heart attack or a…

Roger’s Inspiration

February 1, 2015

This episode’s guest is Roger Sweaney, who Jim met at the NAIFA National Annual Convention in September. Roger has been dubbed a ‘medical miracle,’ surviving…

MAXIMIZING Social Security

January 1, 2015

Joining Real Wealth® is Robin Mueller, who has traveled around the country teaching insurance agents and speaking to the general public about Social Security. He…

Managing the Financial Impact of Alzheimer’s Disease

December 1, 2014

This episode we have two guests with us – Diana Butz, Development and Marketing Director of The National Alzheimer’s Association for the Wisconsin Chapter, as…