Real Wealth® Monthly

Don’t dodge the bullet
October 1, 2019Do your clients avoid the family meeting or discussing contingency plans because they just don’t want to think about it? Share this episode so your…

The Red Zone
September 1, 2019You should plan your retirement at least 10 years in advance if not more, but many people don’t take the time to do so. This…

For better or for worse.. the divorce dilemma.
August 1, 2019Is your client contemplating divorce? Show your community that you are a financial resource in good times and bad by sharing this helpful episode featuring…

Purpose through philanthropy
June 30, 2019The parents transfer the wealth to their children, the children don’t know how to appropriately handle the wealth, the children spend all the money and…

The Ultimate Gift
June 1, 2019So many people get swept up in acquiring money that they forget the real reason behind the products and services you provide. Let this episode…

Mythbusters: Disability Insurance edition
May 1, 2019Do you find that when you ask your clients if they have disability insurance, they scratch their head and mumble something about a work policy?…

Password protected: access denied
April 1, 2019It’s likely that a lot of your clients do their banking and other important tasks online, and those people won’t want to miss this episode!…

Top reasons to get life insurance
February 1, 2019When shopping for a new gadget, you turn to the consumers for reviews. Newsflash – your clients are probably the same way! On this week’s…

How to enhance the value of your business (part 2)
January 1, 2019Last month, we had Scott Bushkie on to talk about enhancing the value of your business. This month, he’s on for a part two to…

How to enhance the value of your business
December 1, 2018This month’s show is a must listen for both you and your clients! We’re talking business valuations and exit strategies. Why is this important for…

The tax train is coming
October 1, 2018The time to get your fiscal house in order is when the economy is going well. You know that the economy is going well now…

How life Insurance changed my life: real life stories
September 1, 2018Why do we have so many shows on Life Insurance? Because not enough people care about it! Nobody wants to think about dying, and nobody…