Plan for Long Term Care
November 5, 2012With over 40 years of experience as a geriatric care manager, caregiver, speaker, and expert in all things elder care, Dr. Marion Somers joins us…
New Trends in Saving for College
October 29, 2012“Parents are committed to saving for their children’s future and are using sound strategies to reach their goals,” said Roger Michaud. Roger is the Chairman…
Where Have All the Employees Gone
October 22, 2012Where have all of the employees gone? It is a strange question to be asking with the high unemployment rate that we currently have but…
Business Exit Planning
October 15, 2012Every owner will exit their business someday. Clark Langrall, Jr., one of only 275 Certified Exit Planning Advisors (CEPA) in the U.S. joins Real Wealth®…
Strategic Planning for College Education
October 8, 2012This episode’s Real Wealth® Weekly discusses the results of the Legg Mason Intergenerational Survey on College Finances. The study investigated the differences in planning and…
Avoiding Elder Financial Fraud and Abuse
October 1, 2012Family members, caregivers and swindlers are top financial exploiters of older Americans; this comes from an August 2012 survey conducted by the Investors Protection Trust…
Bridging the Female Investor Confidence Gap
September 24, 2012Women are taking on greater financial challenges. According to Prudential’s 2012-2013 Research Study, only 23% of women feel “well prepared” to make financial decisions compared…
Passion for Possibilities
September 17, 2012When does the impossible become IS possible? When you are able to build a 2300 sq. ft. home in less than three hours. Jose Feliciano,…
20 Tips for Minimizing Your Taxes in 2012 & Beyond
September 10, 2012This episode on Real Wealth® Weekly we discuss 20 Tips for Minimizing Your Taxes in 2012 & Beyond. With the Bush-era tax cuts set to expire…
Life Happens: Plan for the Unexpected
September 3, 2012September is Life Insurance Awareness Month. This episode, Real Wealth® is joined by Marv Feldman, President and CEO of the Life and Health Insurance Foundation…
States Struggle to Fund Retirement Promises
August 27, 2012This episode’s interview with David Draine, Senior Researcher at the Pew center on the States, discusses the findings of the Pew’s April 2011 report The…
Avoiding Real Estate Mistakes
August 20, 2012The buying and selling of real estate and mortgage options are the topics for this episode’s podcast. We are joined by Gibran Nicholas, founder, Chairman…