Real Wealth® Monthly


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…

Charitable Giving 101

January 1, 2014

This 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…

Life Events that Generate Insurance Reviews

December 1, 2013

Real Wealth® welcomes back property and casualty expert Gretchen Evans to make your clients aware of events that call for an insurance review. Gretchen stresses…

Long Term Care: One of the Greatest Risks We Face

November 1, 2013

This episode, Real Wealth® welcomes Jesse Slome, the executive director of the American Association for Long Term Care Insurance, in honor of November being Long…

Special Needs Trusts

October 1, 2013

October is recognized as National Down Syndrome Awareness Month. Real Wealth® will be joined by special guest, Attorney John A. Stocking to discuss the importance…

Life Insurance Awareness Month

September 1, 2013

Each September, the nonprofit Life and Health Insurance Foundation for Education (LIFE) is joined by more than 100 of the nation’s leading insurance companies and…

Surprising Factors That Can Raise Your Insurance Premiums

August 1, 2013

Kim Lankford, editor for Kiplinger’s Personal Finance Magazine and columnist for Kiplinger.com joins Real Wealth® to discuss some of the surprising factors that can raise your…

Child Identity Theft: What Every Parent Needs to Know

July 1, 2013

Child identity theft is one of the fastest growing crimes in our country. Robert Chappell, Jr., a veteran law enforcement office and identity theft expert,…

The Affordable Healthcare Act

June 1, 2013

Terrence (Terry) Frett, CEBS, CLU, CPCU, REBC, RHU, joins us to explain the ins and outs of the Affordable Healthcare Law. Terry is the President…

Personal Lessons Learned from a Disability

May 1, 2013

This episode we are joined by John F. Nichols, MSM, CLU DIA and President of Disability Resource Group, Inc. As a life and qualifying MDRT member,…

What is the Veterans Aid and Attendance Pension?

April 1, 2013

Patty Servaes, CPA and founder of Elder Resource Benefits Consulting joins us to discuss veteran’s benefits; specifically the VA’s Basic Pension with Aid and Attendance Pension….

The Impact of the New Tax Laws

March 1, 2013

Join Real Wealth® this episode with guest CPA, Mark Miller as he presents an overview on the changes made by The American Taxpayer Relief Act of…