Real Wealth® Weekly


Where Have All the Employees Gone

October 22, 2012

Where have all of the employees gone? It is a strange question to be asking with the high unemployment rate that we currently have but…

Business Exit Planning

October 15, 2012

Every owner will exit their business someday. Clark Langrall, Jr., one of only 275 Certified Exit Planning Advisors (CEPA) in the U.S. joins Real Wealth®…

Strategic Planning for College Education

October 8, 2012

This episode’s Real Wealth® Weekly discusses the results of the Legg Mason Intergenerational Survey on College Finances. The study investigated the differences in planning and…

Avoiding Elder Financial Fraud and Abuse

October 1, 2012

Family members, caregivers and swindlers are top financial exploiters of older Americans; this comes from an August 2012 survey conducted by the Investors Protection Trust…

Bridging the Female Investor Confidence Gap

September 24, 2012

Women are taking on greater financial challenges. According to Prudential’s 2012-2013 Research Study, only 23% of women feel “well prepared” to make financial decisions compared…

Passion for Possibilities

September 17, 2012

When does the impossible become IS possible? When you are able to build a 2300 sq. ft. home in less than three hours. Jose Feliciano,…

20 Tips for Minimizing Your Taxes in 2012 & Beyond

September 10, 2012

This episode on Real Wealth® Weekly we discuss 20 Tips for Minimizing Your Taxes in 2012 & Beyond. With the Bush-era tax cuts set to expire…

Life Happens: Plan for the Unexpected

September 3, 2012

September is Life Insurance Awareness Month. This episode, Real Wealth® is joined by Marv Feldman, President and CEO of the Life and Health Insurance Foundation…

States Struggle to Fund Retirement Promises

August 27, 2012

This episode’s interview with David Draine, Senior Researcher at the Pew center on the States, discusses the findings of the Pew’s April 2011 report The…

Avoiding Real Estate Mistakes

August 20, 2012

The buying and selling of real estate and mortgage options are the topics for this episode’s podcast. We are joined by Gibran Nicholas, founder, Chairman…

The 7 Most Important Equations for Your Retirement

August 13, 2012

Can planning for retirement be as simple as math and science? Join Real Wealth® as we are joined by Moshe A. Milevsky, Ph.D., and tenured…

Generational Views on Family Financial Responsibilities

August 6, 2012

Kim Parker, Associate Director & Senior Researcher with the Pew Social & Demographic Trends Project joins Real Wealth® to discuss generational views on family responsibilities…