Real Wealth® Monthly

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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…

Opioid Overdose – Cheryl’s Story
August 1, 2018Embarrassment, guilt and shame often stops clients from discussing their personal or loved one’s addiction. As an advisor you realize how much financial harm an…

Summer toys: Insure your fun!
July 1, 2018Do your clients ever buy fun summer toys without talking to you about their new assets and their coverage? Share this episode featuring P&C Specialist…

Getting the Social Security Benefit You Deserve
June 1, 2018Few people thoroughly understand their Social Security benefits, and that’s why we invited Ruthann Driscoll, Social Security Specialist, to join us. There are so many…

How to Insure Your Income
May 1, 2018Disability Insurance is one of the most important insurance policies, yet it is often the one that is most overlooked. Many individuals assume they are…

Retirement Challenges for Women
April 1, 2018Are you aware that men and women have different risks when it comes to planning for retirement? Women tend to live longer, have lower lifetime…

How the new tax law can benefit YOU!
March 1, 2018Accountants, on average, process about 300-400 tax returns in a season. Doing the simple math of a 40 hour work week and a four month…