Real Wealth®

The immigrant experience

January 31, 2022

While the majority of your clients may likely be natural-born US citizens, there are many hundreds of thousands of immigrants who have come to this…

First paycheck planning

January 24, 2022

Sometimes it can be difficult for your clients to overcome their urge to spend, especially after they receive their first paycheck. This episode with Financial…

Find your baseline

January 17, 2022

Tracking your expenses might be one of the most important tasks included in your budgeting routine. You might have clients that tend to struggle with…

Dignity protection

January 10, 2022

As a financial professional, you likely have a better understanding that the “worst case scenario” sadly happens more often than the general public would think….

A cashless world

January 3, 2022

Have you noticed that over the years, as technology increases, the amount of spending per consumer has also increased? It’s getting easier and easier to…

Battle of the sexes: financial equality

January 1, 2022

Typically, your male clients are more eager to speak out and join the financial conversation than your female clients. Show them you care about their…

7 things to do before having a baby

December 27, 2021

Everyone knows the “musts” when having a baby – get the crib ready, stock up on diapers, and pack the overnight bag. Strangely enough though,…

A digital world

December 20, 2021

It’s likely that a lot of your clients do their banking and other important tasks online, and those people won’t want to miss this episode!…

Attitude of gratitude

December 13, 2021

As a financial advisor, your main goal is to help people manage their finances, but why not help improve their overall outlook on life along…

The longest vacation of your life

December 6, 2021

Are your clients having a hard time fine-tuning their retirement goals? Eszylfie Taylor is on to help define the right words to explain retirement-saving concepts…

The high price of money shame

December 1, 2021

Money is a taboo topic because many people feel a great deal of “money shame,” which can prevent them from being open about their finances…

Where is your money going?

November 29, 2021

As a financial professional you’ve probably had the discussion with your clients about saving, spending, and financial planning. This episode features Author and Financial Professional…