Real Wealth® Weekly


What will you leave behind?

September 13, 2021

Many of your clients probably want to leave their house, cars, money, and other big-ticket assets to their children after they pass, yet many are…

Navigating your journey with Social Security

September 6, 2021

Social Security is a delicate web that your clients probably need help navigating. Use this episode with Economics Professor and Author Laurence Kotlikoff to help…

After the big league

August 30, 2021

This week, Former Green Bay Packers’ offensive lineman and Super Bowl Champion Ken Ruettgers talks about his non-profit organization Gamesover.org that helps former pro-athletes adjust…

Employee survival guide

August 23, 2021

With employer/employee laws changing as the pandemic ends, many people are left wondering about what their rights and responsibilities are as they return to work….

Operation organization

August 16, 2021

How many times do you meet with clients who are unorganized or unprepared to provide you with the answers you need to assist them financially?…

A power of attorney gives you the power to prepare

August 9, 2021

Ever notice how there’s just some clients you can’t get to plan for their finances? Most of the time, they understand the importance of it…

RMD’s and me

August 2, 2021

It’s likely that a few of your clients have gotten laid off or have been financially hurt by Covid. This episode, Retirement Specialist Denise Appleby…

Top 10 times to check your insurance

August 1, 2021

If you’re an insurance professional, it can be difficult to explain to your clients when they should come to you with questions or concerns regarding…

Silence isn’t always golden

July 26, 2021

When you meet with your clients, do you always have both spouses in the room, or do they sometimes settle for one? Author and Financial…

Student support: the 529 plan

July 19, 2021

Students heading to college find themselves fearful and lacking confidence in their preparedness to take on the real world due to Covid. Vivian Tsai, the…

Battle of the sexes: financial equality

July 12, 2021

Typically, your male clients are more eager to speak out and join the financial conversation than your female clients. Show them you care about their…

Adjusting your approach

July 5, 2021

Your clients may not be masters of history and current events, but what’s happening in the world can drastically affect their financial wellbeing. Richard Maybury,…