Real Wealth®


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 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…

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…

What is your why

March 1, 2022

Your clients may find it difficult to find a purpose when saving for retirement. As their financial professional, it’s up to you to be a…

Dignity protection

February 1, 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….

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…

A lesson in leadership

November 1, 2021

As we emerge from the Covid-19 pandemic, you may find yourself struggling to reengage in your client relationships that were lost over those months spent…

The habit of giving

June 7, 2021

The financial lessons that were instilled in you when you were a child most likely influences the way you handle your finances now. So, if…

Who wants to be a millionaire?

June 1, 2021

Let’s face it, making money is one of the driving forces behind today’s world, yet many people struggle to make their financial dreams come true….

Life after covid

May 10, 2021

As Covid-19 begins to calm down, your clients will most likely be coming to you with all their tough questions about what will come next….

Mythbusters: Disability Insurance edition

May 1, 2021

Do you find that when you ask your clients if they have disability insurance, they scratch their head and mumble something about a work policy?…