Real Wealth® Monthly


MAXIMIZING Social Security

January 1, 2015

Joining Real Wealth® is Robin Mueller, who has traveled around the country teaching insurance agents and speaking to the general public about Social Security. He…

Managing the Financial Impact of Alzheimer’s Disease

December 1, 2014

This episode we have two guests with us – Diana Butz, Development and Marketing Director of The National Alzheimer’s Association for the Wisconsin Chapter, as…

Immigration Laws: The Dangers of Not Being Informed

November 1, 2014

As an employer, you need to keep up with the US immigration laws to keep yourself out of trouble. The laws are becoming more strictly…

Learn About One of the Best-Kept Secrets… Critical Illness Insurance

October 1, 2014

October is Critical Illness Insurance Awareness Month, and our host Jim Silbernagel brings you another MDRT Main Platform Speaker, critical illness insurance expert Darren Ulmer….

Hedging Strategies with Whole Life

September 1, 2014

Back by popular demand, we have John Wheeler on this week to talk about hedging and leveraging strategies that he uses with his own clients….

The Impact of Chronic Illness

August 1, 2014

No one wants to think that they might need long term or chronic illness care in the future, but the fact is, for people ages…

FAQs about Home and Auto Insurance

July 1, 2014

Home and auto insurance specialist Gretchen Hefner-Evans returns to Real Wealth® this episode. Gretchen goes over what most policies do or do not cover, and…

The Power of Zero

June 1, 2014

Real Wealth® welcomes David McKnight, speaker, retirement strategist and author of The Power of Zero: How to get to the Zero Percent Tax Bracket and…

Disability Income

May 1, 2014

Real Wealth® talks with Richard Lazarski, an advisor of over 40 years. His client, Frank Szatkowski, was diagnosed with ALS, also known as Lou Gehrig’s…

Biggest Issues Facing People Today

April 1, 2014

Joe Jordan, behavioral finance expert and author of the award-winning book Living a Life of Significance, joins Real Wealth® this episode to share his perspective on…

10 Obamacare Predictions for 2014

March 1, 2014

We’re happy to welcome back Grace-Marie Turner on Real Wealth®. Grace-Marie is the President of the Galen Institute, a public policy research organization. She regularly…

Legacy Planning for a Surviving Spouse

February 1, 2014

Are 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…