Critical Documents To Consider

July 6, 2015

Did 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, 2015

Home 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, 2015

We 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, 2015

We 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, 2015

Legacy 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, 2015

Why 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, 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…

Prescription Drug Assistance

May 11, 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…

Managing & Reducing Your Biggest Expense

May 4, 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®…

Advice for Widows

April 27, 2015

According 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, 2015

This episode, our guest Larry Fortenberry discusses the significant tax changes with Obamacare, what your clients can compare on their tax returns from last year,…

Critical Insurance

April 13, 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…