Real Wealth® Monthly

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…

Veterans Aid and Attendance Pension Benefit

February 1, 2013

Real Wealth® is dedicated to the men and women who have served our country – our veterans. We invite back Patty Servaes, the founder of…

Resolving Conflict through Mediation Success

January 1, 2013

Amy Lieberman, Esq., serves as executive director of Insight Mediation Group and Insight Employment Mediation LLC. She is an ACR Advanced Practitioner in Workplace Mediation…

Life Happens: Plan for the Unexpected

September 1, 2012

September is Life Insurance Awareness Month. This episode, Real Wealth® is joined by Marv Feldman, President and CEO of the Life and Health Insurance Foundation…

Generational Views on Family Financial Responsibilities

August 1, 2012

Kim Parker, Associate Director & Senior Researcher with the Pew Social & Demographic Trends Project joins Real Wealth® to discuss generational views on family responsibilities…

Long Term Care Planning: Realities and Solutions

July 1, 2012

Dr. Marion Somers, PhD joins Real Wealth® to share her expertise on the subject of long-term care planning. She offers practical tools, solutions, and advise…

Current Mortgage Trends

June 1, 2012

This episode’s Real Wealth® podcast features independent mortgage banker and president of Accunet Mortgage, Brian Wickert. Mr. Wickert shares his perspective and gives an overview…

Discover the Importance of Disability Insurance with Real Life Stories

May 1, 2012

This episode’s Real Wealth® recognizes May as Disability Insurance Awareness Month. We have joined forces with the Life and Health Insurance Foundation for Education (LIFE)…

Protecting the Insurance Consumer

April 1, 2012

This episode Real Wealth® takes a closer look at how the consumer is protected when they purchase insurance. Take this opportunity to share with your clients…

Life Insurance as an Asset

March 1, 2012

Life insurance is a critical piece to everyone’s financial puzzle. John Wheeler, Jr. CFP, CLU, ChFC, CRPC, LUTCF, a 40-year veteran of the insurance industry,…

Where Healthcare Stands Today

February 1, 2012

Grace-Marie Turner is the president of the Galen Institute, a public policy research organization that she founded in 1995 to promote an informed debate over…