Real Wealth® Weekly


A woman’s perspective

March 15, 2021

You may find that in many families, the man handles the finances, but you also know that women tend to outlive men. See the dilemma?…

Even Superman isn’t invincible

March 8, 2021

So many people share the “it’s not going to happen to me” mentality or assume that Medicare will cover their long-term care needs, but even…

7 things to do before having a baby

March 1, 2021

Everyone knows the “musts” when having a baby – get the crib ready, stock up on diapers, and pack the overnight bag. Strangely enough though,…

The caregiver’s crisis

It’s likely your clients have been affected by Alzheimer’s Disease in some way, and it can be an extremely overwhelming time financially and emotionally. Be…

The breakdown of selling a business

February 22, 2021

Selling a business can be a huge strain on the business owner and their family and if it isn’t done correctly, livelihoods can be at…

Consumption check: how much are you spending?

February 15, 2021

As a financial professional you’ve probably had the discussion with your clients about saving, spending, and financial planning. This episode features Author and Financial Professional…

Attitude of gratitude

February 8, 2021

As a financial advisor, your main goal is to help people manage their finances, but why not help improve their overall outlook on life along…

The caregiver’s crisis

February 1, 2021

It’s likely your clients have been affected by Alzheimer’s Disease in some way, and it can be an extremely overwhelming time financially and emotionally. Be…

Are health and wealth related?

Lack of sleep is related to a lot of chronic health issues, so the more sleep they get, presumably the healthier they’ll be, and we…

Let’s talk 2021

January 25, 2021

From a global pandemic to an intense presidential election, many people are wary of what to expect in 2021. We met with David Kelly, the…

Are health and wealth related?

January 18, 2021

Lack of sleep is related to a lot of chronic health issues, so the more sleep they get, presumably the healthier they’ll be, and we…

Behind the scenes of your financial care

January 11, 2021

You know what a Broker Dealer is, but your clients don’t understand how everything works behind the scenes. Use this episode with Broker Dealer President…