Real Wealth® Monthly
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Maneuvering Medicare
August 1, 2022Navigating your way through Medicare plans can be a nightmare if you don’t know the ins and outs. This week, Elder Benefit Specialist Laura Schimberg…
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DreamCatchers: Making dreams come true
July 1, 2022You make such a big impact on your client’s lives, why not inspire them to pay it forward! This month’s show features Caitlin Crommett, the…
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First paycheck planning
June 1, 2022Sometimes it can be difficult for your clients to overcome their urge to spend, especially after they receive their first paycheck. This episode with Financial…
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The do’s and don’ts of long-term care
May 1, 2022With so many do’s and don’ts when it comes to long-term care, it can be difficult for your clients to navigate what steps they need…
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The immigrant experience
April 1, 2022While the majority of your clients may likely be natural-born US citizens, there are many hundreds of thousands of immigrants who have come to this…
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What is your why
March 1, 2022Your clients may find it difficult to find a purpose when saving for retirement. As their financial professional, it’s up to you to be a…
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Dignity protection
February 1, 2022As a financial professional, you likely have a better understanding that the “worst case scenario” sadly happens more often than the general public would think….
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Battle of the sexes: financial equality
January 1, 2022Typically, your male clients are more eager to speak out and join the financial conversation than your female clients. Show them you care about their…
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The high price of money shame
December 1, 2021Money is a taboo topic because many people feel a great deal of “money shame,” which can prevent them from being open about their finances…
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A lesson in leadership
November 1, 2021As we emerge from the Covid-19 pandemic, you may find yourself struggling to reengage in your client relationships that were lost over those months spent…
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Think before you click
October 1, 2021If we’ve learned anything from the Covid-19 pandemic, it’s that most of our everyday activities can be done online! Unfortunately, this surge in internet usage…
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Life insurance is for the living
September 1, 2021Most people think that life insurance is for use in the event of a tragedy, but this episode with 23-year old Entrepreneur and Author, Caleb…