Real Wealth®


Find your baseline

Air date: Jul 04, 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…

Navigating your journey with Social Security

June 27, 2022

Social Security is a delicate web that your clients probably need help navigating. Use this episode with Economics Professor and Author Laurence Kotlikoff to help…

Beware of the fairytale retirement

June 13, 2022

Your clients may fall for the idea that retirement is a perfect fairytale, but you know all too well that without the proper planning in…

Maneuvering Medicare

June 6, 2022

Navigating your way through Medicare plans can be a nightmare if you don’t know the ins and outs. This week, Elder Benefit Specialist Laura Schimberg…

First paycheck planning

June 1, 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…

The art of communication

May 30, 2022

No matter how long you’ve been in business or how many clients you work with, there are a couple tried and true methods that help…

Bounce back

May 23, 2022

As a financial professional, you know that “life happens” even when people think they’re invincible. This powerful episode features Author and Financial Professional Jane Blaufus,…

The high price of money shame

May 2, 2022

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…

The do’s and don’ts of long-term care

May 1, 2022

With so many do’s and don’ts when it comes to long-term care, it can be difficult for your clients to navigate what steps they need…

DreamCatchers: Making dreams come true

April 25, 2022

You make such a big impact on your client’s lives, why not inspire them to pay it forward! This week’s show features Caitlin Crommett, the…

What will you leave behind?

April 11, 2022

Many of your clients probably want to leave their house, cars, money, and other big-ticket assets to their children after they pass, yet many are…

The immigrant experience

April 1, 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…