Real Wealth® Monthly
Charitable Giving 101
January 1, 2014This 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, 2013Real 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, 2013This 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, 2013October 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, 2013Each 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, 2013Kim 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, 2013Child 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, 2013Terrence (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, 2013This 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, 2013Patty 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, 2013Join 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…
Veterans Aid and Attendance Pension Benefit
February 1, 2013Real Wealth® is dedicated to the men and women who have served our country – our veterans. We invite back Patty Servaes, the founder of…