Real Wealth® Monthly

Femmes and Finance: What Men And Women Need to Know

June 1, 2016

Are your female clients becoming more and more involved in financial strategizing? Learn from Heather Lindsley, LUTCF, as she explains the unique issues facing women and finance….

How Jason Battled Cancer And Still Paid The Bills

May 1, 2016

It’s Disability Income Insurance Awareness Month! If you’re having trouble explaining the importance of DI to your clients, then share this episode! Jason Mendelsohn, Co-Founder of the…

Is Your House Really An Asset?

April 1, 2016

“Rich Dad” Robert Kiyosaki joins Real Wealth® once again!  Author of the Best Selling Personal Finance book “Rich Dad Poor Dad” and more recently “Second…

Are You Overpaying On Taxes?

March 1, 2016

Have you discussed business over lunch with a colleague or taken a client to the driving range? You probably know that those expenses are tax…

Do Your Kids Overspend?

February 1, 2016

Author and Physician Dr. John Whitcomb offers valuable advice on how parents can teach their children to save and spend responsibly, giving parents the freedom to focus…

January 31st Deadline Approaching: Obamacare Explained

January 1, 2016

Your clients are stressed about health insurance! Costs are rising and the Affordable Care Act is changing constantly. Keep your clients in the loop with…

How Long Can You Live off Your Nest Egg?

December 1, 2015

One of the biggest fears when facing retirement is the fear of outliving your money. Joining us is Alexandra Macqueen, advisor, university instructor, and co-author…

Don’t Become a Financial Burden to Your Children

November 1, 2015

No one wants to end up in a nursing home, and a lot of our clients think that avoiding the Long Term Care conversation solves…

What’s Happening With Healthcare?

October 1, 2015

The changing industry of healthcare brings a lot of uncertainty and stress to our clients. That’s why we’ve invited Health Insurance Consultant Terry Frett on Real Wealth®…

The Asset You Didn’t Know You Had

September 1, 2015

If your clients get divorced, sell their business, or just no longer have a need for their life insurance policy, are they just letting their…