Real Wealth® Weekly


Even Superman isn’t invincible

November 16, 2020

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…

Tax free income for life

November 9, 2020

There are two major risks people face when retirement planning, and that is longevity risk and the tax rate risk, and with tax rates set…

College planning during a pandemic – what’s different

November 2, 2020

The National College Savings Foundation recently conducted a study that showed how Covid has changed the way people view, plan, and prepare for college. Vivian…

Jeff’s story – the caregiver chronicles

November 1, 2020

What to do as family members age is one of the most difficult questions your clients are faced with, and sometimes a hearing a personal…

The truth about saving for retirement

October 26, 2020

For someone not in the financial industry, putting money aside for a retirement that’s so far away can be hard to justify and easy to…

RMD’s and me

October 19, 2020

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…

Mind, body, money

October 12, 2020

When you’re a financial professional, you only deal with one aspect of your client’s life… their money, but if their mental and physical health aren’t…

Debunked

October 5, 2020

As a financial professional, you probably get frustrated when your clients take the advice of unlicensed TV gurus over your own. These gurus, while sometimes…

Bounce back

October 1, 2020

As a financial professional, you know that “life happens” even when people think they’re invincible. This powerful episode features author insurance professional Jane Blaufus, who…

Ready, set, rebound

September 28, 2020

David Cooks lost his ability to walk when he was only 15 years old. He believes that “we all need help and we all need…