Real Wealth® Weekly

The Ultimate Life

March 3, 2014

Real Wealth® welcomes back Jim Stovall, author of the books and feature films The Ultimate Gift and The Ultimate Life. Both the stories he tells…

Basic Estate Planning – The Paul Walker Story

February 24, 2014

In this episode, Real Wealth® discusses the important issue of basic estate planning, and the tragedy that some families experience if no planning is done. Hollywood…

10 Obamacare Predictions for 2014

February 17, 2014

We’re happy to welcome back Grace-Marie Turner on Real Wealth®. Grace-Marie is the President of the Galen Institute, a public policy research organization. She regularly…

Biggest Issues Facing People Today

February 10, 2014

Joe Jordan, behavioral finance expert and author of the award-winning book Living a Life of Significance, joins Real Wealth® this episode to share his perspective on…

Consumer Spending

February 3, 2014

This episode, Real Wealth® welcomes Britt Beemer, a nationally recognized consumer and research trends expert, chairman, CEO and founder of America’s Research Group, and Senior…

Estate Planning Conversations

January 27, 2014

Real Wealth® welcomes estate planning expert, author, and speaker Bruce Udell, who brings over 35 years of experience. Bruce discusses changes in the estate tax…

Consistent Characteristics of Greatness

January 20, 2014

Joining Real Wealth® this episode is Don Yaeger, an award-winning keynote speaker, business leadership coach, seven-time New York Time’s bestselling author, and long-time Associate Editor for…

The Most Overlooked Tax Deductions

January 13, 2014

It’s that time of year that your clients are beginning to gather the information they need to file their tax returns. This episode, Real Wealth®…

7 Deadly Sins of Investing

January 6, 2014

This episode, Real Wealth® welcomes Kathy Kristof, an award-winning financial journalist and columnist for Kipplinger’s Personal Finance and author of Investing 101. Kathy explains how…

Legacy Planning for a Surviving Spouse

December 30, 2013

Are your clients prepared for the financial implications that the death of a spouse may have? Joining Real Wealth® this episode is Jason Smith, founder and…

Starting a New Career in Midlife

December 23, 2013

Sandra Block, Senior Associate Editor of Kipplinger’s Personal Finance, joins Real Wealth® this episode to share with us her 20 years of experience covering personal financial challenges….

Charitable Giving 101

December 16, 2013

This episode, Real Wealth® welcomes Alan Pratt, Certified Estate Planner, Charter Advisor in Philanthropy, past President of the International Association of Advisors in Philanthropy, and president…