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7 Deadly Sins of Investing
January 6, 2014This episode, Real Wealth® welcomes Kathy Kristof, an award-winning financial journalist and columnist for Kipplinger’s Personal Finance and author of Investing 101. Kathy explains how…
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Legacy Planning for a Surviving Spouse
December 30, 2013Are your clients prepared for the financial implications that the death of a spouse may have? Joining Real Wealth® this episode is Jason Smith, founder and…
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Starting a New Career in Midlife
December 23, 2013Sandra Block, Senior Associate Editor of Kipplinger’s Personal Finance, joins Real Wealth® this episode to share with us her 20 years of experience covering personal financial challenges….
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Charitable Giving 101
December 16, 2013This episode, Real Wealth® welcomes Alan Pratt, Certified Estate Planner, Charter Advisor in Philanthropy, past President of the International Association of Advisors in Philanthropy, and president…
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The Family Money Talk
December 9, 2013One of the most effective meetings you can have with your clients is a family meeting to discuss their retirement and estate planning with their…
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Life Events that Generate Insurance Reviews
December 2, 2013Real Wealth® welcomes back property and casualty expert Gretchen Evans to make your clients aware of events that call for an insurance review. Gretchen stresses…
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Choosing Survivorship Benefits
November 25, 2013Many people don’t like to think about what will happen if they or their spouse die. Our hosts, Jim and Tony explain the importance of…
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5 C’s of Credit for Businesses
November 18, 2013Credit specialist Chuck Harris joins Real Wealth® again to dive deeper into credit and its role in businesses. Chuck exposes the five things that banks…
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7 Steps to Better Credit
November 11, 2013This episode, Real Wealth® welcomes credit specialist Chuck Harris to discuss seven steps to improve credit. Your clients may not fully understand what their credit…
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Long Term Care: One of the Greatest Risks We Face
November 4, 2013This episode, Real Wealth® welcomes Jesse Slome, the executive director of the American Association for Long Term Care Insurance, in honor of November being Long…
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Saving for College
October 28, 2013America’s student loan debt is quickly approaching $1 trillion. Joining us is Roger Michaud, Chairman Emeritus of the College Savings Foundation, a leading nonprofit helping…
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Special Needs Trusts
October 21, 2013October is recognized as National Down Syndrome Awareness Month. Real Wealth® Weekly will be joined by special guest, Attorney John A. Stocking to discuss the…